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 in your chart that will be the top position in your new sub-chart.
- Click the Insert tab and select Insert from the Sub-Chart section.
The sub-chart is created.
To remove selected sub-chart breaks:
- Select any boxes containing a sub-chart break
.
- Click the Insert tab and select Remove from the Sub-Chart section. The selected sub-charts are removed.
To remove all sub-chart breaks in the entire chart:
- Click the Insert tab and select Remove All from the Sub-Chart section. All sub-chart breaks are removed from the chart.
To create sub-charts using the Sub-chart Wizard:
- Click the Insert tab, and select Create from the Sub-Chart section. 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:
- 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.
- Show Sub-chart panel: Click this radio button to view the Sub-Chart panel after you have created your sub-chart.
- Create Sub-charts: Select one of the following criteria according to which sub-chart breaks should be created.
- Click OK. The chart is sub-charted according to the selected options.
To display the Sub-charts panel:
Select the Sub-charts tab at the bottom of the Panels pane:
If the Sub-charts tab is not shown, click the View tab and select Sub-charts from the Panels section. 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 |
---|---|---|
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Check All | Select all sub-charts. |
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Uncheck All | Unselect all sub-charts |
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Split Wizard | Display the Create Sub-charts dialog box. |
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Send to Excel | Export data from selected sub-chart(s) to an Excel spreadsheet. |
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Export Data | Export data from selected sub-chart(s) using the Export Data dialog box |
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Reconnect Sub-chart(s) | Remove sub-chart breaks from the selected sub charts. |
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Print Sub-charts | Print the selected sub-charts. |
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OrgUnit Chart | Create a chart of OrgUnits (or departments) from the hierarchy shown in the sub-charts panel. |
To rename a sub-chart:
- Make sure the sub-chart panel is displayed by clicking the View tab and selecting Sub-charts from the Panels section.
- Double-click a sub-chart from the list.
- Type in a sub-chart name and hit Enter.