Step 8: Creating Chart Templates

Based on your specific requirements, you may want to display more than just Name and Title in your chart boxes. You may also want to highlight specific boxes (for example, contract positions, part-time positions or vacant positions).

The magic behind Chart Templates is that they are data driven. When you refresh your chart (See Step 9) all formatting is updated automatically and therefore, the time required to maintain your charts drops dramatically.

See the Rule Driven Charting topic for more details on working with templates.

» Adding a Box Style

The first step in creating a Custom Chart Template is learning how to create Box Styles. Box Styles allow you to save a specific box layout and then apply it to selected boxes or use it as part of a Chart Template.

  1. Select the Box Styles tab (boxstylesr.PNG). Make sure the User Styles radio button is selected.
  2. Click on the add.png Add Box Style button. A box style appears.
  3. Click on the renamefile.png Rename Box Style button and enter ‘Name+Title+Department’ and then click OK.
  4. Click on the edit.png Edit Box Style button.
  5. Select the ‘Title’ Field.
    titleselect.png
  6. Click on the RowBelow.png Insert Row Below tool. A blank row is added below the ‘Title’ field.
  7. Drag and drop the ‘Department Name’ field from the Field Selector (on the left) into the empty cell below ‘Title.’
    adddept.png
  8. Select the ‘Department Name’ cell and then select the expandrow.png Expand Row option. This tells the Box Layout Editor that that the ‘Department Name’ cell should use any remaining vertical space in the box (sometimes a box has more vertical space available than required by fields contained a box).
  9. Select the ‘Department Name’ cell (if it isn’t already selected) and then select the alignbottom2.png Bottom Align option. This will force the 'Department Name' to drop to the bottom of the box.
  10. Select OK (in the top ribbon).
  11. Click on the save.png Save Style button (at the top of the Box Styles panel). This will save the added box style so that you can use it on any chart.

» Creating a Chart Template

Now that you are familiar with box layouts and box styles, we can put it all together to create a Custom Template.

  1. Select the Templates tab (templatesr.PNG). Make sure the User Templates radio button is selected.
  2. Select the add.png Add Chart Template button. The Template Editor is shown.
  3. Select the renamefile.png Rename button and then type ‘MyTemplate’ and click OK.
  4. Select the checkbox to the left of ‘Default’ rule and then click on the edit.png Edit button.
  5. For the default rule, we’ll apply the Box Style we created earlier. Select the User Styles radio button and the ‘Name+Title+Department’ box style. Click OK when done.
  6. Now let’s add a couple of additional rules to our template.
  7. Click on the add.png Add button to add a rule.
  8. To give all managers a double border, specify the rule as follows:
    1. Set ‘Field’ to ‘Span of Control’ (Span of control is the number of people who report to a given manager. If Span of Control > 0 then a person has at least one direct report).
    2. Set ‘Comparison’ to ‘greater than’
    3. Set ‘Value’ to 0
    4. Select the ‘Box Properties’ radio button
    5. Select the checkbox next to the ‘Border Properties’ option
    6. Select the ‘Double border’ option (click on the border icon to the right of the checkbox)
      dblborder.png
    7. Click ‘OK’ to add the rule
  9. Click on the add.png Add button to add a rule.
  10. To highlight vacant positions, specify the rule as follows:
    1. Set ‘Field’ to ‘Name’
    2. Set ‘Comparison’ to ‘contains’
    3. Set ‘Value’ to ‘Vacant’
    4. Select the ‘Box Properties’ radio button
    5. Select the checkbox next to the ‘Box Fill Color’ icon
    6. Select the color Yellow
      selectyellow.png
    7. Click ‘OK’ to add the rule
  11. Click on the apply.png Apply button when done. The template is applied to the chart. Notice how all the rules were applied to the chart (you may need to navigate to different subcharts to see vacant positions).
  12. Click on the save.png Save Chart Templates button (at the top of the Templates panel) to make sure your template is saved.
Note:
To edit a chart template, select the template in the Templates Panel and then click on the edit.png Edit Chart Template button.


Reviewed 9/6/2017