OrgPlus 7 User Guide

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OrgPlus User Guide 5 If you want to use one of your text delimiters as a literal character, precede it with an escape character. For example, if a field value contains a double-quotation mark, place a backslash (\) in front of it so that OrgPlus knows it is a literal quote character and not the delimiter for a field. 6 Each record must contain a Position field and a Reports To field. Otherwise, the import wizard cannot determine the relationship between records. 7 You can create a header row that tells OrgPlus the names of the fields in the Text or Excel file. If you create a header row, it must be the first row in the file. Instead of field values, the fields in this row contain the names of the fields themselves, for example: employee name, position, reports to, and title. 8 Make sure there are no blank lines in the file. Including Advanced Data Fields Your source can also include Advanced Data Fields. Advanced data fields automate chart formatting and can be used to identify assistant boxes, insert sub-chart breaks, hide branches, or specify the chart styles of selected branches. In addition, advanced data fields can also be used to identify rows to ignore during the import process. In order to use advanced data fields, you must include a header row in your import file. The header must with contain columns that correspond to each utilized advanced data field. If you are importing from a database, the fields in the source database table (or view) must be named to match an advanced data field. A typical Excel import file would be constructed as follows: ID ReportsTo Name Title IsAssistant BreakAt 1 Lynn Brewer CEO 0 0 2 1 Larry Stevens Assistant 1 0 3 1 Claire Chancellor VP 0 1 The following sections describe the available advanced data fields: IsAssistant page 9-5 BreakAt page 9-5 CollapseAt page 9-5 BranchStyle page 9-6 Sequence Page 9-7 9-4 Importing Data
Importing and Exporting Data CHAPTER 9 Exclude Page 9-8 Format Page 9-9 Special Page 9-9 AuxReportsTo Page 9-10 IsAssistant If the IsAssistant field is included in an import file, OrgPlus can automatically format assistants in your chart. Setting IsAssistant to 1 for a record makes the corresponding box an assistant. For example, if the IsAssistant field for Corinne Speer is set to 1 in the import file, the resulting chart is formatted as follows: Note: You can specify an assistant branch style in the IsAssistant column (refer to the table in the BranchStyle section below). BreakAt If the BreakAt field is included in an import file, OrgPlus automatically inserts a subchart break for the corresponding record. • Setting BreakAt to 0 does not insert a sub-chart break. • Setting BreakAt to 1 inserts a sub-chart break. • Setting BreakAt to a text string (such as, Marketing) inserts a sub-chart break and names the sub-chart based on the text. CollapseAt If the CollapseAt field is included in an import file, OrgPlus automatically collapses or expands the branch associated with each box. Setting CollapseAt to 1 collapses a branch. Importing Data 9-5
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OrgPlus 7 User Guide Release 7.0.0
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OrgPlus User Guide Program License
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OrgPlus User Guide 10 Limitation of
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OrgPlus User Guide About This Guide
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OrgPlus User Guide • Publish: The
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OrgPlus User Guide Table of Content
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OrgPlus User Guide Using Formulas..
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OrgPlus User Guide Appendix G, Glos
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Chapter 1 Introduction ➣ In this
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Introduction CHAPTER 1 The OrgPlus
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Introduction CHAPTER 1 OrgPlus has
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Introduction CHAPTER 1 Sophisticate
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Introduction CHAPTER 1 Hotspots Org
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Introduction CHAPTER 1 Optimized Ch
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Introduction CHAPTER 1 Free Form To
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Introduction CHAPTER 1 Data Synchro
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Introduction CHAPTER 1 Multiple Cha
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Introduction CHAPTER 1 XML Support
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Introduction CHAPTER 1 OrgPlus 7 Hi
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Introduction CHAPTER 1 Improved Pro
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Introduction CHAPTER 1 Improved Pic
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Chapter 2 Installation and Registra
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Installation and Registration CHAPT
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Chapter 3 Tutorials ➣ In this cha
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Tutorials CHAPTER 3 1 If OrgPlus is
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Tutorials CHAPTER 3 9 Click and ty
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Tutorials CHAPTER 3 18 Select one o
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Tutorials CHAPTER 3 If your chart i
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Tutorials CHAPTER 3 5 Make sure the
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Tutorials CHAPTER 3 12 Type Org Uni
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Tutorials CHAPTER 3 19 Position the
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Tutorials CHAPTER 3 Note: For this
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Tutorials CHAPTER 3 The Directory p
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Tutorials CHAPTER 3 16 Select Title
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Tutorials CHAPTER 3 OrgPlus creates
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Tutorials CHAPTER 3 26 Select Emplo
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Tutorials CHAPTER 3 Tutorial 4: Wor
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Tutorials CHAPTER 3 Navigating with
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Tutorials CHAPTER 3 11 Select Sub-c
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Tutorials CHAPTER 3 OrgPlus display
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Tutorials CHAPTER 3 4 Click Next to
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Tutorials CHAPTER 3 Saving Imported
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Tutorials CHAPTER 3 Note: If you do
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Tutorials CHAPTER 3 Publishing to P
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Chapter 4 Working with Charts: Basi
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Working with Charts: Basic Charting
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Chapter 5 Working with Charts: Navi
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Working with Charts: Navigation and
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Chapter 6 Working with Charts: Util
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Working with Charts: Utilities CHAP
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Chapter 7 Working with Charts: Adva
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Working with Charts: Advanced Chart
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Page 257 and 258: Working with Charts: Advanced Chart
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Importing and Exporting Data CHAPTE
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Chapter 10 Publishing your Chart
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Publishing your Chart CHAPTER 10 Pa
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Publishing your Chart CHAPTER 10
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Publishing your Chart CHAPTER 10 6
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Publishing your Chart CHAPTER 10 8
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Publishing your Chart CHAPTER 10
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Publishing your Chart CHAPTER 10 No
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Chapter 11 Automation ➣ In this c
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Automation CHAPTER 11 Scheduling Ta
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Automation CHAPTER 11 Note: You can
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Automation CHAPTER 11 10 Click OK t
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Automation CHAPTER 11 OrgPlus Enter
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Appendix A Window Structure and Com
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Window Structure and Command Refere
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Appendix B Keyboard and Mouse Short
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Keyboard and Mouse Shortcuts APPEND
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Appendix C Tips and Tricks This app
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Tips and Tricks APPENDIX C Modified
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Tips and Tricks APPENDIX C 2 Select
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Tips and Tricks APPENDIX C 2 Select
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Tips and Tricks APPENDIX C Note: An
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Appendix D Troubleshooting ➣ In t
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Troubleshooting APPENDIX D Possible
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Troubleshooting APPENDIX D Using Or
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Troubleshooting APPENDIX D Disk Spa
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Appendix E Off-line Registration Th
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Off-line Registration APPENDIX E 5
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Command Line Reference APPENDIX F A
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Command Line Reference APPENDIX F T
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Command Line Reference APPENDIX F R
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Appendix G Glossary Anchoring Use a
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GLOSSARY Co-manager One or more box
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GLOSSARY Object Linking and Embeddi
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Index Index A about file formats us
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Index printing, 4-66 utilities, 6-1
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Index defining and displaying, 4-17
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Index K keyboard shortcuts, B-2 cre
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Index OrgPlus Plulgin security opti
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Index formatting report elements, 8
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Index Groups, A-20 Insert, A-20 Pub
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