Changing Refresh Properties

The Refresh Properties dialog box enables you to change the parameters set during the import process. By default, Refresh Data uses the same settings as the original Import.

Refresh Properties can be used only with charts created from an external data source.

To change the Refresh properties:

1        With your chart displayed, select Refresh Properties from the Data menu to display the Refresh Properties dialog box.

2        On the Source tab you can modify the following parameters:

·         Data Source: Select a new data source. This is useful if the original data source has been moved or renamed.

·         Data Filters: During import you can choose to import a subset of your source data. You can modify the original data filter to change the subset of source data used during refresh.

·         Import Fields From Source: Select the fields to be updated during the Refresh process. Only selected fields are refreshed, while the unchecked fields are not modified during refresh. The Modify button becomes active when you select any field.

·         To remap a field: Select any checked field and click the Modify button. Use the Field from Source drop-down list to map the field to a data source field.

·         To add a field: Select the checkbox associated with any unchecked field to display the Modify dialog. Define field mapping using the OrgPlus Field drop-down list. By default, a new OrgPlus field with the same name as the data source field is created. You can name the OrgPlus field by typing directly into the OrgPlus Field drop-down.

Note: At any time, you can rename OrgPlus fields by selecting Define Fields… from the Data menu.

·         Position: Select the field to be used as the position field. The position field and Reports To fields are required to build the chart hierarchy.

·         Reports To: Select the field to be used as the Reports To field.

·         Unique Field: Select the field to be used as the unique identifier for each record in the source data. This field is used to match boxes in the existing chart with records from the data source.

3        Click the Options tab to modify further parameters.

Re-apply Sub-chart Rules: After refreshing a chart, reapply the original sub-chart rules.

Re-apply Chart Rules: After refreshing a chart, reapply all defined chart rules.

Re-apply Photo Manager: After refreshing a chart, refresh all photos based on the current Photo Manager settings.

Refresh Hierarchy: When Refresh Hierarchy is selected, the reporting structure of the chart and the contents of each box are updated during a refresh. When this option is not selected, only information within the chart boxes is updated. This is useful when the data source contains incorrect or is missing hierarchy information, or when you have manually modified the hierarchy of the chart.

Refresh Auxiliary Lines: After refreshing a chart, refresh all auxiliary lines based on the AuxReportsTo advanced data field. See Adding Auxiliary Lines.

Refresh Combined Positions: After refreshing the chart, re-combine records into multi-record boxes based on the settings in the Combine dialog (see Combining Multiple Records for more information on combining records).

Refresh Group Positions: After refreshing the chart, group peers based on settings from the Group dialog (see Grouping Peers for more information).

Re-apply Sorting: After refreshing a chart, re-sort boxes based on the options defined in the Sort Data dialog box.

Unassigned Positions

Remove unassigned Positions: If you select this option, orphan records that are currently in the chart, will be removed from the project in the refresh.

Maintain Mapping of Unassigned Positions: Select this option if you want the refresh to maintain the chart positions of records that are orphans in the data source.

Note: You can preserve the current positions of orphan records you have mapped and prevent the inclusion of further orphan records in the refresh process by checking both of the Unassigned Positions checkboxes.

Determine top of chart using:

By default OrgPlus displays the Largest Branch (chart) that can be created from a data source. You can choose which record(s) will be designated as the top position in the chart by either specifying a Position or Reports to value. This is useful in the following cases:

·         Multiple boxes at the top: To designate more than one box at the top of chart make sure that each box must has the same reports to value.

·         Circular Reference at the top:  The top boxes report to each other.

·         Display orphans at the top: All orphan records must have the same reports to value.

·         Click OK to update your changes to the Refresh Properties.