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OrgPlus 6 - Creating Sub-charts
OP-0600-S1101

Summary:

Large charts can be subdivided into sub-charts. For example, an organization with four divisions can be presented as five sub-charts - one for the executive team, and one for each division.

Procedure:

To insert a manual sub-chart break:

Select a box that will be the top position in your new sub-chart.

Select Sub-chart | Insert Sub-chart break from the Insert menu. A sub-chart is created.

To remove selected sub-chart breaks:

Select any boxes containing a sub-chart break () and then select Sub chart | Remove Sub-chart Break from the Insert menu.

To remove all sub-chart breaks in the entire chart:

Select Sub-chart | Remove All Breaks from the Insert menu. All the sub chart breaks are removed.

To create sub-charts using the Sub-chart Wizard:

With the chart open, select Sub-chart | Create Sub-charts from the Insert menu. The Create Sub charts dialog box is displayed.

Define your sub-charting options as follows:

Create Sub-charts: Select one of the following criteria according to which sub-chart breaks should be created.

  • Every: Creates a sub-chart break at every nth level in the chart.
  • Using Field: Creates a sub-chart at each occurrence of the field.
  • At Level: Creates a sub-chart break at the specified levels. (Separate level numbers by comma.)
  • Condition: Defines a condition based on complex criteria. The Condition dialog is displayed.
  • Break only if branch has at least: To specify a minimum number of boxes in a branch, select this checkbox and enter the number in the text box provided.

Name Sub-charts: Specify how each sub-chart page should be named. Select from:

  • Default: All sub-charts are named based on the default: Sub-chart1, Sub-chart2, and so on.
  • From Field: All sub-charts are based on the value of the specified field. The field value is extracted from a box when a sub-chart break is inserted.

Apply to: Specify whether the sub-chart rules are to be applied to the Entire Chart, the Active sub-chart, or the current Selection.

Click OK. The chart is sub-charted according to the selected options.

To display the Sub-charts panel:

Select the Sub-charts tab.

If the Sub-charts tab is not shown, select Sub-charts from the View menu. The Sub-charts panel is displayed. The Sub-charts panel allows you to easily navigate sub-charts and has the following options:

Icon Name Description
Check All Select all sub-charts.
Uncheck All Unselect all sub-charts
Split Wizard Display the Create Sub-charts dialog box.
Send to Excel Export data from selected sub-chart(s) to an Excel spreadsheet.
Export Data Export data from selected sub-chart(s) using the Export Data dialog box
Reconnect Sub-chart(s) Remove sub-chart breaks from the selected sub charts.
Print Sub-charts Print the selected sub-charts.

To rename a sub-chart:

Make sure the sub-chart panel is displayed by selecting Sub-charts from the View menu.

Double-click a sub-chart.

Type in a sub-chart name and press .

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