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OrgChart Help Guide

Chart Management

Audience

Audience: Administrators

Overview

The Chart Management panel allows Administrators to create, rename, and delete Master Charts, as well as select Chart Documents to load into Viewer.

A Master Chart is directly linked to a data source, and is typically set to automatically synchronize with source data.

Chart Document is a customized OrgChart that is created in Workbench mode. Chart Documents should only be used in the following cases:

  • The desired org chart is not (or only partially) based on source HR data (e.g., Project Team that is not based on the hierarchy stored in the source system).

  • The presentation of the org chart is highly customized and cannot be easily driven using conditional formats. Reference the Rule-Driven Charting article for more information on driving chart presentation with conditional formatting.

Note

Master Charts should be used whenever possible, as they are easier to maintain over time.

Accessing The Chart Management Panel

Click on the Mode Switcher icon in the Top Toolbar, and then select the Setup option. The Setup panel is displayed.

Click on the Account Settings tile.

Setup_Account_Settings_Select.png

Select the Chart Management option from the left side menu.

5_2_1_AS_ChartManagement_Arrow.png

Master Charts

The Master Charts section allow you to add, remove, reorder and configure Master Charts.

5_2_RoundPlus_icon.png

Create a new Master Chart

5_2_Copy.png

Create a copy of the selected Master Chart

5_2_UpArrow.png

Move the selected Master Chart up

5_2_DownArrow.png

Move the selected Master Chart down

Mouse over a Master Chart to access the following Master Chart Management options:

5_2_1_Penci_bluel_noFill.png

Rename the selected Master Chart

5_2_DefaultStar.png

Set the selected Master Chart as the Default Chart. The Default Master Chart displays automatically upon login.

5_2_1_BlueGear_nofill.png

Configure the selected Master Chart's Chart Settings

Tip

While in Chart Settings, you can modify your data connector(s) and change your chart presentation styles for any of your Master Charts without having to return to the Account Settings: Chart Management panel.

If you have multiple Master Charts, you can switch between by clicking on the Master Chart dropdown menu, and then clicking on the Master Chart you want to update.

Chart_Settings_Source_Show_Master_Charts.png
5_2_1_Trash_nofill.png

Delete the selected Master Chart

Chart Documents

The Chart Documents section allows you to select a Chart Document from the File Manager to display in Viewer mode.

5_2_RoundPlus_icon.png

Add Chart Document to Viewer

5_2_UpArrow.png

Move the selected Chart Document up

5_2_DownArrow.png

Move the selected Chart Document down

Mouse over a Chart Document to access the following option:

5_2_DeleteChart.png

Remove the selected Chart Document from Viewer

Chart Documents are snapshots of chart data created in Workbench mode and saved in the Charts folder. Users can access a Chart Document in Viewer mode by following these steps:

  1. Log in to OrgChart.

  2. Click on the Mode Switcher icon in the Top Toolbar, and then select the Setup option. The Setup panel is displayed.

  3. Click on the Account Settings tile.

    Setup_Account_Settings_Select.png

  4. Select the Chart Management option from the left side menu.

    5_2_1_AS_ChartManagement_Arrow.png

  5. Click the 5_2_Plus_NotWide.png icon to the right of the Chart Documents header.

  6. Click on the Chart Document that you would like to display in Viewer.

    File_Manager_Select_Chart_Document.png

  7. Click on the Select button.

  8. The Chart Document is added to the list. Click on the Save button to preserve your changes.

Accessing Chart Documents in Viewer

Once a Chart Document has been added to Viewer in the Chart Management panel, users can access the Chart Document by following these steps:

  1. Click on the 5_2_Mode.png in the top-left corner of the screen, and then select the Viewer option.

  2. Click on the Chart menu.

    Chart_Menu_Select_Chart_Document_5_3.png

  3. Select an Chart Document(located below the separator or the /Charts extended dropdown menu).

    Note

    Note: Chart Documents will not be refreshed daily, unless you set them to refresh in the Chart Document: Refresh panel in Workbench.