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.

Organizational chart with sub-charts screenshot

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.

Create sub-charts dialog box

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.

Executive team organizational chart with sub-chart arrows

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 (Sub-chart down arrow or Sub-chart down arrow)

Navigating chart hierarchy using sub-chart arrows

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.


Navigating chart hierarchy using Sub-chart panel

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.

Org chart with inserted sub-chart break screenshot

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.

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