Click the Next> button in the Data Settings dialog box to display the Verify Hierarchy dialog box, You can verify that OrgPlus is building the chart hierarchy correctly and also set a filter which allows you to define a subset of source data to import into a chart, for example, a division within an organization.
In the following example, OrgPlus selects the source fields ID and ReportsTo as default choices for the Position and Reports To fields. The chart hierarchy built (based on the selected Position and Reports To fields) is shown on the right side of the dialog box.
To define the chart hierarchy:
1 Identify the Position field. You can specify the field used as the Position (unique identifier) using the Position: drop-down list.
2 Identify the Reports To field. You can specify the field used as the Reports To identifier or clear the Reports To checkbox if the data source does not contain hierarchy information or you do not want to use the Reports To information contained in the data source.
Note: Optionally, you can change the fields that are displayed in the Import Wizard by clicking the Show Fields… button. This is helpful if the Name field does not provide enough information to verify that the hierarchy is correct.
Note: Use the Advanced… button if your data contains a hierarchy that cannot be processed using only the Reports To and Position fields. See Advanced Import.
3 Identify the Unique Field. Use this drop-down list to specify the field that will uniquely identify each record during the data refresh process.
Note: Click Filter Data to select a subset of information from the data source. See Filtering Data for more details.
4 After you finish defining the hierarchy and data filtering options, click Finish.
Note: If there are unmapped records (orphans) in your source, you will receive the following prompt:
· Click Fix After Import if you want to fix the hierarchy (using the Search panel) after the import process is complete. See Orphan Management for more information on managing orphan records. This option is the recommended method if there are more many unmapped records in your data source.
· Click Use Hierarchy Mapper… if you want to manually assign orphans to managers. This method is best for correcting a few unmapped records. Click this button to display the Hierarchy Mapper dialog box. For more information, see Using the Hierarchy Mapper.
· Click Ignore if you do not want to assign orphans to managers. You can view and map orphan records using the Search panel. See Orphan Management for more information on managing orphan records.
5 If your chart has at least four levels you will prompted to sub-chart. For more information about sub-charts, refer to Working with Sub‑charts.
· Click Yes if you want to sub-chart the imported chart.
· Click No if you do not want to sub-chart. You can add sub-chart breaks later if needed.