OrgPlus 6 - Consolidating multiple charts
OP-0600-S2005

Summary:

Some organizations may want to combine multiple OrgPlus organizational charts into a single chart. One common scenario is that each division within a company is responsible for maintaining their own organizational chart using OrgPlus. Using the consolidation feature in OrgPlus Professional, each division's chart can be combined into a single master chart.



Procedure:

> Creating an OrgTree File

An OrgTree file is used to combine two or more charts into a single chart. The OrgTree is an organizational chart of org units (or departments). You must create an OrgTree file in order to combine two or more charts.

  1. Click on the Create blank project icon .
     
  2. Create a chart containing a hierarchy of all the charts that you want to combine.
     
  3. In the first field of each box enter the name of each OrgUnit (department).



    Note: Optionally, you can create a field called OrgUnit instead of using the first field.
     
  4. Select Save As... from the File menu.
     
  5. Name the file (for example, OrgTree) and click Save.

> To combine two or more charts

Once the OrgTree file is created, you must map an OrgPlus (.opx) file to each box in the OrgTree file. The files must be located in the same directory or the OrgTree must contain an absolute path reference to each underlying chart.

Although not required, you will get the best results if each file uses the same naming convention for all fields (for example Name versus Employee_Name).

  1. Make sure that all OrgPlus files are located in the same directory and that each file name corresponds to a box in the OrgTree file.
     
  2. Select Consolidation... from File menu. The Consolidation dialog is displayed.


     
  3. Use the Browse... button in OrgTree area to select the OrgTree file.
     
  4. Use the Browse... button in Chart area to select the directory containing the chart files.

    Note: By default sub-chart breaks will be automatically inserted based the OrgTree file. Uncheck "Insert sub-charts breaks" if you do not want sub-chart breaks inserted into your chart.

    Note: By default any fields that are not defined in the first file (the top of your OrgTree) are excluded. To include fields defined in files other than the first file, uncheck the "Ignore Fields not in the first file" checkbox.
     
  5. Click OK.
     
  6. Save the resulting chart by selecting Save As... from the File menu.
     
  7. Use Data Refresh to update your chart whenever one of the underlying charts changes.

    Note: By default any fields that are not defined in the first file (the top of your OrgTree) are excluded. To include fields defined in files other than the first file, uncheck the "Ignore Fields not in the first file" checkbox.
     

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