How can I add Sub charts to my orgchart?
You can insert sub-chart breaks manually at any level in your chart.
To insert a manual sub-chart break:
- Select a box that will be the top position in your new sub-chart.
- Select Sub-chart | Insert Sub-chart Break from the Insert menu. The sub-chart is created. Alternatively you can also right click on any box and select Insert Sub-chart Break from the menu.
To insert sub-chart breaks automatically:
- Select Sub-chart | Create Sub-charts from the Insert menu.
- You now are able to setup sub-charts based on multiple rules by using the sub-chart wizard.
Creating Sub-Charts Using the Sub-Chart Wizard
- The sub-chart wizard enables you to define a set of rules that are used to break your chart into sub-charts
- Define your sub-charting options as follows:
- Select one of the following criteria according to which sub-chart breaks should be created
- Every: Creates a sub-chart break at every nth level in the chart.
- Using Field: Creates a sub-chart at each unique occurrence of the field
- At Level: Creates a sub-chart break at the specified levels (separate level numbers by commas)
- Condition: Defines a condition based on complex criteria. The Condition dialog is displayed
- Name Sub-charts: Specify how each sub-chart page should be named.
- Select from:
- Default: All sub-charts are named based on the default: Sub-chart1, Sub-chart2, and so on
- From Field: All sub-charts are based on the value of the specified field. The field value is extracted from the top box when a sub-chart break is inserted.
- Apply to: Specify whether the sub-chart rules are to be applied to the Entire Chart, the Active sub-chart, or the current Selection
- Click OK. The chart is sub-charted according to the selected options
- Note: By default, the Sub-chart panel is automatically displayed after creating sub-charts
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