OrgPlus 7 User Guide

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OrgPlus User Guide 5 Optionally, you can use the Criteria tab to restrict multi-record box creation to include only boxes that meet specific criteria (i.e. Title = Sales Associate). 6 Click OK to exit the Combine dialog box. 7 Click OK. Note: To manually create multiple record boxes see Multi-record Boxes in Chapter 7, Working with Charts: Advanced Functions. Note: Another approach to combining records is to use a shared Position ID field value to combine records. An example is shown below: PositionID ReportsTo Name Title 1 Larry Stevens Manager Sales 5 1 Claire Chancellor Sales Associate I 5 1 Bill London Sales Associate II 5 1 Joanne Banks Sales Associate II 5 1 Patrick Gaines Sales Associate I Grouping Peers When importing data, you may want to group peer records. This can be done manually after import or during the import process by grouping peer records. For example, importing the following data: ID ReportsTo Name Title 1 Larry Stevens Manager Sales 2 1 Claire Chancellor Sales Associate 3 1 Bill London Sales Associate 4 1 Joanne Banks Engineer 5 1 Patrick Gaines Engineer Grouping by title would yield: this chart… rather than this. 9-32 Advanced Import
Importing and Exporting Data CHAPTER 9 ➣ To combine records into multi-records boxes: 1 In the Import Wizard - Verify Hierarchy dialog box (see page 9-20), select the Group… button to display the Group dialog box. . 2 Select the Group Peers checkbox. 3 Use the Group using: drop-down menu to select a field (For example, the Function field in the example above). 4 Select the Only group boxes with no subordinates checkbox to limit the grouping of peer boxes to the bottom level of your organizational chart. If you select this option, you can also set the Group Boxes with no peers checkbox to group all boxes without peers. 5 Optionally, you can use the Criteria tab to restrict grouping to include only boxes that meet specific criteria (i.e. Title = Sales Associate). 6 Click OK to exit the Group dialog box. Top of Chart By default OrgPlus displays the Largest Branch (chart) that can be created from a data source. You can change which branch is used to build a chart. You can also create a chart with multiple top positions. 1 Click the Top of Chart… button in the Import Wizard – Verify Hierarchy dialog box to display the Top of Chart dialog Advanced Import 9-33
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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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Chapter 8 OrgPlus Panels ➣ In thi
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OrgPlus Panels CHAPTER 8 The Report
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OrgPlus Panels CHAPTER 8 Element Fu
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OrgPlus Panels CHAPTER 8 8 Use the
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OrgPlus Panels CHAPTER 8 The left p
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OrgPlus Panels CHAPTER 8 2 Select a
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OrgPlus Panels CHAPTER 8 Using the
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OrgPlus Panels CHAPTER 8 Managing D
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OrgPlus Panels CHAPTER 8 5 Click OK
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OrgPlus Panels CHAPTER 8 Editing Da
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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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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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