Using the Sub-charts Panel

The Sub-chart panel lists the sub-charts in your chart using a tree structure. Clicking a sub-chart name displays the corresponding sub-chart.

The Sub-charts panel toolbar provides the following functions:

Icon

Name

Description

Check All

Selects all sub-charts.

Uncheck All

Deselects all sub-charts.

Create Sub-charts

Displays the Create Sub-charts dialog box.

Send to Excel

Exports data from selected sub-chart(s) to an Excel spreadsheet.

Export Data

Exports data from selected sub-chart(s) using the Export Data dialog box.

Reconnect Sub-chart(s)

Removes sub-chart breaks from the selected sub-charts.

Print Sub-charts

Prints the selected sub-charts.

OrgUnit Chart

Creates a chart of OrgUnits (or departments) from the hierarchy shown in the sub-charts panel.

To rename a sub-chart:

1        Make sure the sub-chart panel is displayed by selecting Sub-charts from the View menu.

2        Double-click a sub-chart.

3        Type in a sub-chart name and press Enter.0

To navigate sub-charts using the Sub-chart panel.

1        Choose Sub-charts from the View menu.

OR

If the Search panel is open, click the Sub-charts panel link.  The Sub-charts panel is displayed in the main window.

2        Click on any sub-chart listed in the Sub-charts panel. The corresponding sub‑chart is displayed. 0

To create an OrgUnit Chart:

1        Make sure the sub-chart panel is displayed by selecting Sub-charts from the View menu.

2        Click on the OrgUnit Chart button .

3        Define your OrgUnit Chart options as follows:

Sub-chart levels: Specify the number of levels to include when creating the OrgUnit chart.

Include HeadcountsSpecify whether to include headcounts when creating the OrgUnit chart.  

4        Click OK. An untitled OrgUnit Chart is created based on the selected options. 0

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