Support

Free OP Reader Download


Tutorial 4: Working with Sub-Charts

In this tutorial you will learn how to subdivide a large chart into sub-charts. As you can see from the following picture, sub-charts provide a mechanism that makes it easier to distribute and visualize large amounts of data.

Opening Charts

To save time you will open an existing chart.

1. Select Open from the File menu.

2. Select the file Tutorial4.opx and click Open.

Note: If the My Charts directory is not shown, click on the My Documents icon on the left side of the dialog box and then double-click on the My Charts folder.

Creating Sub-charts

You will now divide the chart into sub-charts.

3. Select Sub-charts | Create Sub-charts from the Insert menu. The Create Sub-charts dialog box is displayed.

4. Select Using Field and select Department from the drop-down list.

5. Select From Field and select Department from the drop-down list.

6. Click OK.

The first page of the chart, showing only the executive team, is displayed. Notice the sub-chart navigation arrows at the bottom of each second-level box.

Navigating within Sub-charts

You can navigate within the sub-charts using sub-chart navigation arrows or via the Sub-charts panel.

7. Navigate up or down your chart hierarchy by clicking on any sub-chart arrow ( or )

8. Select Sub-charts from the View menu to display the Sub-charts panel. Click any entry in the Sub-charts panel to display the corresponding sub-chart.



Inserting or Removing Sub-chart Breaks
You can also insert or remove sub-charts manually.

9. Select the Finance sub-chart from the Sub-charts panel.

10. Select the box containing Aaron Lyon.

11. Select Sub-chart | Insert Sub-chart Break from the Insert menu. Notice that Aaron Lyon's team is now contained in a separate sub-chart.

12. To remove the sub-chart break you just created, select the box containing Aaron Lyon.

13. Select the Sub-chart | Remove Sub-chart Break menu Insert. Notice the Aaron Lyon's team is now recombined with its parent sub-chart.

Congratulations! You have completed Tutorial 4.

Return to OrgPlus Tutorials