The Compare Charts Utility generates a spreadsheet detailing all the differences between two charts.

compare.pngThe Compare Charts Utility is found in the DOCUMENT RIBBON.

Compare Charts

To use the Compare Charts utility:

  1. Open a chart
  2. Select the DOCUMENT RIBBON
  3. Select the Compare button compare.png
  4. Select a document to compare to the current chart
  5. An Excel file containing a list of all changes will be generated.

Comparison File

The Compare Chart Utility will generate an Excel file detailing the differences between two charts.

The first column in the file is called Action. It describes how a specific record has changed from Chart '1' as compared to Chart '2':

  • Add - A record has been added to Chart '2'
  • Delete - A record has been deleted from Chart '2'
  • Move - The supervisor of a record has changed
  • Change - The content of a record has changed (e.g. changed title)
  • Move|Change - The supervisor and content of a record has changed

The other columns in the spreadsheet correspond to the fields defined in your chart. Changed values contain the '|' separator. For example, a changed title would be shown as <Chart 1 Title>|<Chart 2 Title> (e.g. Manager|Director).


The example below details the difference between two charts. For example, in the third row, Tim Hsu's supervisor and title have changed (with respect to the compared charts).

Action PersonID Supervisor Name Title ReportsToName
Add 17 5 Vacancy IT Engineer Matthew Thatcher
Delete 25 6 Jean Simmons IT Support Jan Zicero
Move|Change 21 8|4 Tim Hsu DBA|Senior DBA Sam Marinshaw|Bruce Rickerson
Move 23 8|4 Sarita Shah Systems Programmer Sam Marinshaw|Bruce Rickerson
Change 24 8 Stan Smith IT Staff|Senior IT Staff Sam Marinshaw

Reviewed 08/23/2017