Step 4: Navigating Charts

Typically charts are broken into multiple connected pages (or subcharts). OrgChart makes it easy to navigate subcharts. OrgChart also makes it easy to add and remove subchart breaks.

» Before you begin

If you don't have a chart open, repeat Step 2.

» Navigating Subcharts

  1. To drill down, click on arrows shown below chart boxes.
    DrillDown.png
  2. To drill up, click on arrows shown above chart boxes.
    DrillUp.png
  3. You can also navigate charts using the Subcharts Panel. Select the ‘Subcharts’ tab (in the lower right hand corner of the screen). If the side panels are hidden, click on showpanel.png Show Panels icon (in the upper right).
    subchartspanel.PNG
  4. Single click on any entry in the Subchart Panel to navigate to the corresponding subchart.

» Searching Charts

Especially for larger charts, it can be difficult to find a specific employee record. The built in search functionality allows you to easily search for a specific employee record.

  1. Select the Search Tab (in the lower right hand corner of the screen). The Search Panel is shown.
    searchr.PNG
  2. Enter a keyword(s) at the top of the Search Panel and then click on the Search button.
  3. A list of matching results is returned.
  4. Double-click on any search result to navigate to the subchart that contains the selected record.

» Inserting Subchart Breaks

Typically, charts are automatically paginated using the Subchart Wizard; however, if needed you can insert subchart breaks.

To insert a subchart break:

  1. Select the ‘Subcharts’ tab (in the lower right hand corner of the screen). The Subcharts Panel is shown.
    subchartspanel.PNG
  2. Select any subchart from the Subchart Panel.
  3. In the chart, right click (or ctrl-click on a Mac) on any manager (e.g. someone who has subordinates)
  4. Select ‘Insert Subchart Break’. A subchart break is placed under the box. You can also access the 'Insert Subchart Break' function using the SUBCHART RIBBON.

» Removing Subchart Breaks

Typically, charts are automatically paginated using the Subchart Wizard; however, if needed you can remove subchart breaks.

To remove a subchart break:

  1. Select the ‘Subcharts’ tab (in the lower right hand corner of the screen). The Subcharts Panel is shown.
    subchartspanel.PNG
  2. Select any subchart from the Subchart Panel.
  3. In the chart, right click (or ctrl-click on a Mac) on any box located at the top of subchart.
    DrillDown.png
  4. Select ‘Remove Subchart Break’. The subchart break is removed and all subordinates are placed on the same page. You can also access the 'Remove Subchart Break' function using the SUBCHART RIBBON.

Note: After removing a break, you may want to optimize the branch styles on the page. See the Page Optimization topic for more information.

» Renaming Subchart Breaks

You can modify how subcharts are named using functions located in the Subchart Panel.

  1. Select the ‘Subcharts’ tab (in the lower right hand corner of the screen). The Subcharts Panel is shown.
    subchartspanel.PNG
  2. If you want to rename a specific subchart, select a subchart in the Subcharts Panel and then click on the rename.png Rename Subcharts button.
  3. If you want to rename all subcharts, select the subchartwizard.png SubChart Wizard button.
  4. Set the ‘Name using field:’ to the desired field (for example, ‘Department’).
  5. Click on the ‘Rename All’ button. All subcharts are renamed using the selected field value.


Reviewed 9/6/2017