OrgPlus 7 User Guide

OrgPlus User Guide
8 (Optional) Specify your preference for handling records that appear in two or
more charts:
Match records using field: This option enables you to designate a field as the
primary key for matching records that appear in more than one chart. For
example, if an employee record appears in more than one of the charts that you
are consolidating, it is possible that the fields of that record differ from one chart
to another. By selecting this checkbox and entering a field name, such as
EMPLOYEE_ID, you can ensure that the consolidated chart does not contain
duplicate boxes.
9 Click OK.
10 Save the resulting chart by selecting Save As… from the File menu.
➣ To combine two or more charts located in different directories:
1 Open your OrgTree file and in the second field of each box enter the full path to
the corresponding chart file.
Note: Optionally, you can create a field called Location instead of using the
second field.
2 Save the revised OrgTree file.
3 Select Consolidation… from File menu. The Consolidation dialog is displayed.
4 Use the Browse… button in OrgTree file: area to select the OrgTree file.
5 Select Use OrgTree to locate chart files.
9-54 Consolidation