OrgChart Now Help Guide

Table of Contents

Level Charts (Viewer)

Overview

A "level chart" is a chart in which the information in the chart has been reorganized into levels (also called "bands") based on specific criteria within the chart. For example, employees may be grouped into levels by salary, title, location, or any other information.

The following article shows to reorganize the information in your chart into levels (based on specific criteria) in OrgChart Viewer. To create a level chart in OrgChart Workbench, see this article.

Creating A Level Chart in Viewer

Before changing to a Level chart, administrators will need to use an existing Master Chart in Viewer, or create a new Master Chart.

  1. Select More > Chart Settings.

  2. Select Presentation from the Source dropdown menu.

    2020-11-19_15-35-22.png
  3. Use the Chart Type dropdown menu to select "Level" in the General section. This will cause a second dropdown menu called Field to appear below the Chart Type.

    2020-11-19_15-36-00.png
  4. Use the Field dropdown menu to select a field to base the box grouping by level. In the image below, the field Headcount has been chosen.

    2020-11-19_15-36-39.png
  5. Click Save, Refresh, and then Exit.

    2020-11-19_15-37-08.png