OrgChart Now Help Guide

Refresh Ribbon

Audience

Audience: Any User Edition: All Editions

The Refresh Ribbon contains tools that manage the synchronization of your chart with an external data source. See the Refreshing Charts topic for more information on synchronizing your charts with external data. The Refresh Ribbon is found in the OrgChart Now Workbench (in the Top Toolbar).Refreshing Charts (Viewer)OrgChart WorkbenchTop Toolbar

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Refresh Ribbon

The Refresh Ribbon contains the following functions:

Refresh Chart
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Data Refresh

Refresh the current chart from an external data source.

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Refresh Scheduler

Use the scheduler to automatically refresh your charts on a daily or weekly basis.

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Box locking

Box locking allows you to preserve manual changes to boxes across data refreshes.

Refresh Properties
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Select Data Source

Choose a source for your chart data. (Excel or CSV files only.)

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Manage Filters

Edit your existing filters and add new ones.

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Data Field Mapping

Set key data fields to fields/columns in your data.

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Assistant Wizard

Set the branch style for assistants within your chart.

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Subchart Wizard

Automatically break a chart into pages, or subcharts within your chart.

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Template

Select a chart template.

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Master Page Options

Select a master page.

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Advanced

Configure the options used when refreshing a chart.

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