OrgPlus 7 User Guide

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OrgPlus User Guide Refresh Combined Positions: After refreshing the chart, re-combine records into multi-record boxes based on the settings in the Combine dialog (see Combining Multiple Records in Chapter 6 for more information on combining records). Refresh Group Positions: After refreshing the chart, group peers based on settings from the Group dialog (see Grouping Peers on page 9-32 for more information). Re-apply Sorting: After refreshing a chart, re-sort boxes based on the options defined in the Sort Data dialog box. Unassigned Positions Remove unassigned Positions: If you select this option, orphan records that are currently in the chart, will be removed from the project in the refresh. Maintain Mapping of Unassigned Positions: Select this option if you want the refresh to maintain the chart positions of records that are orphans in the data source. Note: You can preserve the current positions of orphan records you have mapped and prevent the inclusion of further orphan records in the refresh process by checking both of the Unassigned Positions checkboxes. Determine top of chart using: By default OrgPlus displays the Largest Branch (chart) that can be created from a data source. You can choose which record(s) will be designated as the top position in the chart by either specifying a Position or Reports to value. This is useful in the following cases: • Multiple boxes at the top: To designate more than one box at the top of chart make sure that each box must has the same reports to value. • Circular Reference at the top: The top boxes report to each other. • Display orphans at the top: All orphan records must have the same reports to value. 4 Click OK to update your changes to the Refresh Properties. Excluding Box Contents from Data Refresh After manually updating the contents of a box, you may want to lock the contents of that box so that it is not updated during a data refresh. This is useful if you maintain data in one or more boxes that is not in your underlying data source. Note: If you have defined multi-record boxes, the Refresh process will preserve the formatting of those boxes and apply that formatting to any new multi-record boxes created by data refresh. 9-46 Refreshing Data
Importing and Exporting Data CHAPTER 9 ➣ To lock/unlock the contents of a box during data refresh: 1 Select the boxes that you want to lock or unlock. 2 Click the Box Layout tool or select Box Properties from the Format menu. The Box Properties dialog box is displayed. 3 Click the Advanced tab. 4 Check or uncheck the Lock contents during data refresh checkbox. 5 Click OK. Exporting Data Chart data can be exported to a variety of formats. Export destinations include: • Windows Clipboard • Microsoft Excel Workbook (.xls) • Microsoft Excel 2007 Workbook (.xlsx) • Microsoft Word Document (.doc) • Microsoft Word 2007 Document (.docx) • Comma Separated File (.csv) • Tab Separated File (.txt) ➣ In this section… Sending to Microsoft Excel page 9-47 Exporting Data to Other Formats Page 9-48 Sending to Microsoft Excel The Send to Excel button Excel. provides a quick way to export data to Microsoft ➣ To send data to Excel: 1 Select the chart boxes you want to export. If nothing is selected all displayed boxes will be exported. Exporting Data 9-47
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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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OrgPlus Panels CHAPTER 8 Element Na
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OrgPlus Panels CHAPTER 8
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OrgPlus Panels CHAPTER 8 Creating C
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OrgPlus Panels CHAPTER 8 Click Brow
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OrgPlus Panels CHAPTER 8 Working wi
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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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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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