OrgChart Now Help Guide

Filtering Data

Note

Audience

Audience: Users Edition: Enterprise & Premium

Overview

Optionally, when using the Chart Builder, you can filter out records prior to creating an OrgChart Document. For example, you can exclude all ‘Interns’ from the generated chart.

Note

Note: OrgChart Builder is accessed in the Viewer and generates a chart that can be edited in the Workbench environment.

Filtering within OrgChart Builder
  1. In the OrgChart BuilderOrgChart Viewer panel, select the Filter Data tab.

  2. Select the Specify data filter checkbox. In some cases, you may need to use a complex rule for your filter (See Complex Filters section below).

  3. To define a rule:

    • Select a Field (e.g. Contractor)

    • Select a Comparison (e.g. Equals)

    • Select a value (e.g. N). Use the pencil to manually type a value.

  4. Select Filter Settings as appropriate (see table below).

  5. After you click the Go button, any records that do not meet the filter criteria will be excluded form the resulting OrgChart document.

Filter Settings

Include Filtered Managers

Managers that have that have subordinates that are not filtered are included regardless of filter criteria. For example, if we are filtering all contractors, and a full-time employee reports to a contractor, that manager will be included in the chart.

Chain of Command

Select how many levels above the top-box you would like to include in the generated chart. The generated chart will include the selected additional levels of management (above the top-box employee).

Matches Only

The generated chart includes only records that meet the filter criteria.

Include Direct Subordinates

The generated chart includes records that meet the filter criteria, as well as direct reports.

Include All Subordinates

The generated chart includes records that meet the filter criteria, as well as all direct and indirect subordinates.

Complex Rules

Check the Complex Rule checkbox to define a complex rule. Reference the article "Complex Rules Example" for more information.

Insert_Field.png

Use the Insert Field button as a shortcut to add a field from a list of existing fields.

Insert_Value.png

Select a field in the Complex Rule text edit and then click on Insert Value button. To select from a list of enumerated values to insert into the rule.