This option allows you to store multiple independent charts within a single document (like tabs in an Excel spreadsheet). This is useful when the user needs to create a separate charts based on some criteria (e.g. department, division, business unit, location, etc.) within the organization.

The multi-chart document function is found in the Filter Data step of the Import Wizard. For existing charts, the multi-chart document function is accessed using the Refresh Properties button.

Multi-chart Document Options

The following options are available:

  • Split Using - Select the field used to break the chart into multiple charts (typically the department, location or division)
  • Alternate Key - The alternate key allows you to include a person in more than one department (or location). For example, a person could be a member of both the sales and marketing teams. In this case the 'Split Using' value would be 'Sales' and the 'Alternate Key' value would be 'marketing'.
  • Handle multiple department heads - OrgChart will automatically create a single chart even if there are multiple top records for a single criteria. For example, the head of marketing and the head of sales are both located in the 'Atlanta' office (both report to the CEO which is located in Dallas). In this case, a single chart for Atlanta will be created (with the CEO as the top box).
  • Add Executive Team - Always include direct subordinates for the CEO in the executive chart (even if they do not match the current criteria).
  • Include Chain of Command - Include an additional level of management with each chart.

Tips and Tricks

  • Multi-chart documents are a good way to transition from a multi-tab Visio document.

Reviewed 08/27/2017