OrgChart Now Help Guide

Compare Charts

Audience

Audience: Any User Edition: Team, Enterprise, & Premium

Overview

The Compare Charts utility generates a spreadsheet detailing all the differences between two charts.

Accessing Compare Charts Utility

The Compare Charts utility can be accessed by selecting the Compare Charts icon is found in the Utilities section of the Document Ribbon.

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Compare Charts

To use the Compare Charts utility:

  1. Open a chart in the Home Ribbon.

  2. Select the Document Ribbon.

  3. Click the Compare button.

  4. Select a document to compare to the current chart.

  5. An Excel file containing a list of all changes will be generated.

Comparison File

The Compare Chart utility will generate an Excel file detailing the differences between two charts. The first column in the file is called Action. It describes how a specific record has changed from Chart "1" as compared to Chart "2":

Add

A record has been added to Chart "2"

Delete

A record has been deleted from Chart "2"

Move

The supervisor of a record has changed

Change

The content of a record has been changed (e.g. changed title)

Move|Change

The supervisor and content of a record has been changed

The other columns in the spreadsheet correspond to the fields defined in your chart. Changed values contain the "|" separator. For example, a changed title would be shown as <Chart 1 Title>|<Chart 2 Title> (e.g. Manager|Director).

Example

The example below details the difference between two charts. For example, in the third row, Tim Hsu's supervisor and title have changed (with respect to the compared charts).

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