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OrgPlus Standard Resource Center

Discover how fast and easy OrgPlus makes organizational charting with these step-by-step introductions to our product:

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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