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In this tutorial, you will learn how to format the following orgchart. To
create this chart you will have to define an additional field (beyond name
and title)
and you will also need to use box and chart formatting options.
To save time open an existing unformatted chart. Charts can be edited directly in Microsoft Office products (Word, Visio, Excel, and PowerPoint).
1. To edit a chart in Microsoft Word, launch Microsoft Word and open Tutorial2.doc.
If the My Charts directory is not shown, click on the My Documents icon on the left side of the Open dialog box and then double click on the My Charts folder. Double-click on the chart to edit it in OrgPlus.
You can format any box in a chart.
2. Using the Select tool, select the box containing Chris Philips.
3. Select Box Properties from the Format menu.
4. Make sure the Color and Lines tab is selected. Select the Fill Color and Border Style shown below, and then click OK.
5. Select the executive team by double-clicking on any of the Level 2 boxes.
6. Select Box Properties from the Format menu.
7. Make sure the Color and Lines tab is selected. Select the Box Shape, Color and Border style as shown below, and then click OK.
8. Now, try to set the format for Corinne Spear to match the format shown below.
You can add additional fields to your charts at any time. In this exercise you will add an Org Unit field.
9. Click the Define Fields tool  or select Define Fields from the Data menu.
10. Click Add to add a new field.
11. Type Org Unit.
12. Click OK. You will be prompted to add the new field to all boxes.
13. Click No. You want to only display the new field in the boxes representing the executive team.
In order to show the Org Unit field in the executive team's boxes, you will use the Layout tab in the Box Properties dialog box.
14. Select the executive team by double-clicking on any of the Level 2 boxes.
15. Click the Box Layout tool  or select Box Properties from the Format menu and then select the Layout tab.
16. Drag the Org Unit field to just below the Title field. Wait until you see the  symbol before releasing the mouse button.
Note: If you want to remove a field from a box, drag the field out of the box (shown in the Layout tab) and back into the field list.
17. Select the Line tool 
18. Position the cursor between the Title and Org Unit rows. The cursor changes to a  symbol. Click to place the line.
19. Click OK. Notice that the Org Unit field is added to the selected boxes.
20. Type the Org Unit field in each box as follows:
Each chart contains a Title area.
21. Highlight the chart title, Tutorial 2.
22. Use the Font toolbar to set font, font size, font style, and font color. Select the settings shown below.
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