Tutorial 3: Using Directories, Reports and Profiles

In this tutorial you will learn how to create and use directories, reports and profiles.

In this tutorial…

Opening Charts

Working with Directories

Working with Reports

Working with Profiles

Opening Charts

To save time you will open an existing chart.

1        Select Open from the File menu.

2        Select the file Tutorial3.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.

Working with Directories

First you have to create a directory.

3        Select Directory from the View menu.

4        Click the link Click here to create a Directory to display the Directory Settings dialog box.

 

Note: For this tutorial you are going to use the default Directory formatting.

5        Type Contact Info into the Directory name field.

6        By default OrgPlus includes all fields when you create a new directory. In this exercise you are going to create a directory that does not include salary and employee type information. Select Salary and click Remove. Then select Employee Type and click Remove.

7        Click OK.

Displaying Directories

You can use a directory to display chart information in a tabular format.

8        Click the Select tool .

9        Select the box containing Chris Philips.

The Directory panel displays a directory containing Chris Philips and all his subordinates. Click other boxes in the chart to dynamically update the directory.

Editing Chart Contents using the Directory

You can edit chart data using the directory.

10   Select the box containing Chris Philips. Notice that the corresponding directory entry is also selected.

 

 

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11   Now locate the row in the directory containing Sue Watkins. Click the cell containing Sue Watkins, and type Tom Wilson.

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Notice that the corresponding box in the chart is also changed.               

Working with Reports

The following exercises will show you how to create reports.

12   Select Reports from the View menu.

13   Click the link Click here to create a Report to display the Report Settings dialog box.

14   Type Salary Report into the Report name field.

15   Select Name and click the Add button.

16   Select Title and click the Add button.

17   Select Salary and click the Add button.

18   Select the Report Summary tab and then select the Salary checkbox. This will add a salary total to your report.

19   Click OK.

Displaying Reports

You can now create a dynamic report based by selecting boxes.

20   Select the box containing Becci Seuberling. The Salary Report for Becci's team appears in the Reports panel. Click other boxes in the chart to see other dynamic reports.

Exporting Report Data

You can export a report to a spreadsheet.

21   Select the box containing Becci Seuberling, then click the Export to Excel button .

OrgPlus creates an Excel spreadsheet containing the report information.

Working with Profiles

The following exercises show you how to create and display a profile.

22   Select Profile from the View menu.

23   Click the link Click here to create a Profile to display the Profile Settings dialog box.

24   Type Employee Detail into the Profile Name field.

25   Select Salary and click Remove.

26   Select Employee Type and click Remove.

27   Click OK.

Using Profiles

This exercise shows how to display additional information about a selected box using the profile you just created.

28   Select any box in the chart. Notice that the Profile panel displays employee detail for that box.

Congratulations! You have completed Tutorial 3.