In this tutorial you will learn how to divide a large chart into sub-charts.
As you can see from the following picture, sub-charts provide a mechanism that makes it easier to distribute and visualize large amounts of data.
In this tutorial…
To save time you will open an existing chart.
1 Select Open from the File menu.
2 Select the file Tutorial4.opx and 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.
You will now divide the chart into sub-charts.
3 Select Sub-chart | Create Sub-charts from the Insert menu to display the Create Sub‑charts dialog box.
4 Select Using Field and select Department from the drop-down list.
5 Select From Field and select Department from the drop-down list.
6 Click OK.
OrgPlus displays the first page of the chart showing only the executive team. Notice the sub-chart navigation arrows at the bottom of each second-level box.
You can navigate within the sub-charts using sub-chart navigation arrows or the Sub-charts panel.
7
Navigate up or down your chart hierarchy by
clicking on any sub-chart arrow ( or
).
8 Select Sub-charts from the View menu to display the Sub-charts panel. Click any entry in the Sub-charts panel to display the corresponding sub-chart.
You can also insert or remove sub-charts manually.
9 Select the Finance sub-chart from the Sub-charts panel.
10 Select the box containing Aaron Lyon.
11 Select Sub-chart | Insert Sub-chart Break from the Insert menu. Notice that Aaron Lyon's team now appears in a separate sub-chart.
à |
12 To remove the sub-chart break you just created, select the box containing Aaron Lyon.
13 Select the Sub-chart | Remove Sub-chart Break menu Insert. Notice that Aaron Lyon’s team is now recombined with its parent sub-chart.
Congratulations! You have completed Tutorial 4.