Tutorial 2: Formatting and Printing Charts

In this tutorial, you will learn how to create the following chart. To create this chart you will have to define an additional field (beyond name and title) and you will also need to use box and chart formatting options.

In this tutorial…

Opening Existing Chart

Formatting Boxes

Adding Fields

Displaying Fields

Adding Chart Titles

Printing Charts

Opening Existing Chart

To save time open an existing unformatted chart.

Charts can be edited directly in OrgPlus or from within Microsoft Office products (Word, Visio, Excel, and PowerPoint).

1        Select Open from the File menu to display the Open dialog box.

2        Select the file Tutorial2.opx and then click Open.

Note: If you do not see the My Charts directory, click the My Documents icon on the left side of the dialog box and then double-click the My Charts folder.

Continue with step 3 of Formatting Boxes.

Formatting Boxes

You can format any box in a chart.

3        Using the Select tool, select the box containing Chris Philips.

4        Select Box Properties from the Format menu.

5        Make sure the Color and Lines tab is selected. Select the Fill Color and Border Style shown below, and then click OK.

6        Select the executive team by double-clicking on any of the Level 2 boxes.

7        Select Box Properties from the Format menu.

8        Make sure the Color and Lines tab is selected. Select the Box Shape, Color and Border style as shown below, and then click OK.

9        Now, try to set the format for Corinne Spear to match the format shown below.

Adding Fields

You can add additional fields to your charts at any time. In this exercise you will add an Org Unit field.

10   Click the Define Fields tool  or select Define Fields from the Data menu.

11   Click Add to add a new field.

12   Type Org Unit.

13   Click OK. You will be prompted to add the new field to all boxes.

14   Click No. You want to only display the new field in the boxes representing the executive team.

Displaying Fields

In order to show the Org Unit field in the executive team’s boxes, you will use the Layout tab in the Box Properties dialog box.

15   Select the executive team by double-clicking on any of the Level 2 boxes.

16   Click the Box Layout tool  or select Box Properties from the Format menu and then select the Box Layout tab.

17   Drag the Org Unit field to just below the Title field. Wait until you see the  symbol before releasing the mouse button.

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Note: If you want to remove a field from a box, drag the field out of the box (shown in the Box Layout tab) and back into the field list.

18   Select the Line tool .

19   Position the cursor between the Title and Org Unit rows. The cursor changes to a  symbol. Click to place the line.

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20   Click OK. Notice that the Org Unit field is added to the selected boxes.

21   Type the Org Unit field in each box as follows:

Adding Chart Titles

Each chart contains a Title area.

22   Highlight the chart title, Tutorial 2.

23   Use the Text toolbar to set font, font size, font style, and font color. Select the settings shown below.

Printing Charts

You must have a configured local or network printer in order to perform this step.

24   Select Print from the File menu to display the Print dialog box.

25   Click OK to print.

Note: OrgPlus Express users can only print from within Microsoft Office applications.

Congratulations! You have completed Tutorial 2.