Importing and Exporting Data

Importing Data

Source Data Requirements

Using the Data Connection Wizard

Using the Import Wizard

Verifying the Hierarchy

Using the Hierarchy Mapper

Advanced Import

Duplicates

Merge Fields

Sort Criteria for Subordinate Boxes

Show Fields

Combining Multiple Records

Grouping Peers

Top of Chart

Filtering Data

Complex Hierarchies

Using LDAP

Refreshing Data

Refreshing your Chart Data

Changing Refresh Properties

Excluding Box Contents from Data Refresh

Exporting Data

Sending to Microsoft Excel

Exporting Data to Other Formats

Push Data

Consolidation

Creating an OrgTree File

Combining Charts

Data Refresh and Consolidation