OrgChart User Guide

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

To use the Compare Charts utility:

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

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).