Overview

The subchart wizard automatically breaks a chart into multiple pages (or subcharts). Each page in a chart contains one subchart.

The Subchart Wizard functionality is included as a step in the Import Wizard. After import is complete, Subchart Wizard options can be modified using the Refresh Properties function or by selecting the subchart wizard from the SUBCHART RIBBON.

Visit the Pagination (Subcharts) topic to learn more about subcharts.

Subchart Wizard Options

The following options are available for pagination:

  • Do not insert breaks - All boxes in the chart will be presented on a single page.
  • Break by level - Break chart every N levels.
  • Break by field - Break chart using a field (for example, if the field 'Department' is selected, OrgChart will attempt to put each department on a single page.)

Break by Level

The following options are available for break by level:

  • Name using field - The selected field is used to name subcharts (usually the 'Name' or 'Department' field).
  • Break every - Select how many levels between breaks.
  • Minimum subs for break - Specify the minimum number of boxes required to insert a break. This options helps reduce the total number of pages in a chart.
  • Start breaks at - This option allows you to control how many levels are displayed on the first page of your chart.

Break by Field

The following options are available for break by field:

  • Name using field - The selected field is used to name subcharts (usually the 'Name' or 'Department' field).
  • Break on field - Use a field to determine where to place breaks. For example, all employees in a given department will be grouped on the same page.
  • Minimum subs for break - Specify the minimum number of boxes required to insert a break. This options helps reduce the total number of pages in a chart.
  • Start breaks at - This option allows you to control how many levels are displayed on the first page of your chart.