OrgPlus 7 User Guide

Importing and Exporting Data
CHAPTER 9
6 Specify your preference for handling sub-chart breaks:
Insert sub-charts breaks - By default sub-chart breaks will be automatically
inserted based the OrgTree file. Uncheck Insert sub-charts breaks if you do
not want sub-chart breaks inserted into your chart.
7 Specify your preference for handling fields that do not appear in the first file:
Ignore Fields not in the first file - By default any fields that are not defined in
the first file (the top of your OrgTree) are excluded. To include fields defined in
files other than the first file, uncheck the Ignore Fields not in the first file
checkbox.
8 Specify whether the consolidated chart will inherit the template elements of the
first file:
Use the first file as template – This option enables you to copy all template
elements—Master Page, Conditional Formatting, Groups, etc. from the first file to
the resulting consolidated chart.
9 (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 you that
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.
10 Click OK.
11 Save the resulting chart by selecting Save As… from the File menu.
Data Refresh and Consolidation
Once consolidation is setup, you can use the data refresh functionality (described in
this chapter) to refresh the master chart if any one of the underlying charts has
changed. You can also update the OrgTree file if your organizational structure
changes. Select Data Refresh from the Data menu to refresh your chart. See
Refreshing Data on page 9-42 for more details.
Use the Consolidation tab in Refresh Properties dialog to update any consolidation
parameters (Select Data Refresh Properties from the Data menu).
Note: You can combine collaboration with OrgPlus automation features. See Chapter
11, Automation for more information.
Consolidation 9-55