Chart Template Editor

A Chart Template contains one or more rules. Rules contain criteria (e.g. Department = 'Executive' and 'Headcount > 0'). A specific box style or set of box properties is applied to all boxes meeting the criteria defined within a rule.
Data driven formatting makes maintaining charts easy. Rules automatically set presentation parameters (such as box color or shape) which in turn allows for visual differentiation of boxes (e.g. managers, contractors, vacancies, etc.).

User Interface

renamefile.png To rename a template, click on the 'Rename Template' button.
add.png To add a rule, click on the 'Add Rule' button.
edit.png To edit a rule, select a rule and then click on the 'Edit Rule' button.
delete.png To delete rules, select rules and then click on the 'Delete Rule' button.
uparrow.png To reorder rules, select a rule and then click on the up/down arrows.

Tips and Tricks

  • The Apply button updates the template and then applies the template to the current chart.
  • The 'Default' rule is applied to all boxes that do not match any defined rule.
  • Rules are applied from top to bottom. You may need to reorder rules to get the desired outcome.
  • If using a multi-chart document, you can reference the current division in a rule by entering [Division] into the 'Value' text box (for example, Department equals [Division]).
  • Chart Templates can contain conditional formats (for example, managers have a different format than individual contributors).
  • You may need to reapply a template (after modifying a chart) to ensure all boxes are formatted per defined conditional formats.
  • 'Box Styles' are the quickest way to format specific boxes within an org chart. More information at Box Styles Main Article.