In this tutorial, you will learn how to:
· Build a new chart from data imported from an external source. In this tutorial you will use a Microsoft Excel spreadsheet.
· Apply a template to a chart to achieve a professional look.
· Refresh (re-import) a chart data from an external data source. Refreshing allows you to keep a chart in sync with its underlying external data source.
In this tutorial you will use the spreadsheet, Tutorial5.xls.
In this tutorial…
In this exercise you will build a chart from imported data.
1 Select Import Data from the File menu to display the Select Data Source dialog box.
Note: If you do not see the My Charts directory, click the Human Concepts icon in the left margin, then select the Documents file folder then the My Documents icon.
2 Select the Tutorial5.xls file and click Open.
OrgPlus displays the Import Wizard – XLS Sheet Selection dialog.
This dialog box allows you to select a worksheet within the Excel file (Sheet1, Sheet2, or Sheet3) and to specify whether the first row of data contains column names or data records.
3 Click Next to display the Import Wizard - Data Settings dialog box.
This dialog box enables you to define settings associated with each field in your import file. You can choose whether to include or exclude a field from your chart (gray columns are excluded). You can rename a field, or specify field settings such as whether a field represents a hyperlink.
4 Click Next to display the Import Wizard - Verify Hierarchy dialog box.
This dialog box allows you to verify that your chart hierarchy will be created properly.
In order to build a chart from imported data, OrgPlus requires two fields: a Position field, which uniquely identifies each box, and a Reports To field, which tells OrgPlus to whom the box reports.
OrgPlus automatically identifies the fields to be used as Position and Reports To. However, you can use this window to verify that the correct fields have been chosen and that there are no errors in the source data.
5 Click Finish to complete the data import.
6 You will be prompted to sub-chart. Click No.
OrgPlus displays the chart you have created:
You can automatically format your chart using one of the included templates.
7 If the templates panel is not displayed, select Templates from the View menu.
8 Drag any design template into the chart. OrgPlus immediately applies the template formatting to the chart.
You must save your chart after importing.
9 Select Save from the File menu to display the Save As dialog box.
10 Enter the file name myImportedChart then click Save.
Any chart that was generated from an external data source using the Import wizard can be refreshed (re-imported) from the original source.
Note: You will need Microsoft Excel installed on your computer to complete this exercise.
11 Use Microsoft Excel to open Tutorial5.xls. The file is located in the My Document/My Charts folder.
12 In this worksheet, delete the row containing Tina Nomura. (Click row 5, as indicated, and select Delete from the Edit Menu).
13 Now save and close the spreadsheet. (Select Save from the File menu and then Close from the File menu.)
14 In OrgPlus, select Refresh Data from the Data menu. You will be prompted to continue. Click Yes.
15 When the refresh is complete, you will be prompted to view a log of the changes. Click No.
A look at the newly refreshed chart confirms that the change was made. (The box containing Tina Nomura was removed from the chart.)
Congratulations! You have completed Tutorial 5.