Tutorial 4: Working with Sub-Charts

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…

Opening Charts

Creating Sub-charts

Navigating within Sub-charts

Inserting or Removing Sub-chart Breaks

Opening Charts

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.

Creating Sub-charts

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.

Navigating within Sub-charts

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.

Inserting or Removing Sub-chart Breaks

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.

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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.