Formatting Organizational Charts

How to Create a New Style

Using the Style List Selector

Instant Formatting with Chart Design Templates

• Applying a Chart Design Template to a New Chart

• Applying a Chart Design Template to an Existing Style

Format Menu

• Formatting Boxes

• Formatting Text

• Formatting Lines

• Formatting the Title

• Formatting the Chart

  • Chart Box Layouts from the Toolbar

  • Chain of Command Layout from the Toolbar

  • Background Image & Gradient Example

  • Chart Box Gradient Examples

Levels and Drilling

Setting Top of Chart

Synchronizing Navigation between Styles

Show/Hide Chart Components

Enhanced Drill Buttons

Open for Formatting Only

Chart Action Buttons

How Can I Use Group Results?

Search Options

• Customize Search dialog

• Move Up and Move Down

• Change a Search Tab Caption

• Change a Search Field Label

• Show or Hide a Search Tab

• Restore Default Settings

• Keep Focus on Search Dialog

• Enable Succession Planning Features

What is the Semantic Dictionary?

• Modify Existing Translations

• Add New Translations

• Delete Translations

• Show Preview When Searching

Use Advanced or Smart Search View 

• Using Advanced Search View

• Using Smart Search View

• Switching between Advanced Search and Smart Search View

Suggested Values for a Search

• Additional Values for the Search

Modifying Search Results List

• Determine Columns to Display

• Sorting Columns

Search from the Toolbar

• Using a Search to Locate a Chart Box

• Send Search Results to the Search View

• Reuse a Previous Search

Single Criteria Search

Multi-Criteria Search

• Search within List Below

• Add to List Below

Saving Search Criteria as a Group

• Create a Group

• Using the Group Assistant

• Using Groups to Get a Result

• Advanced Search – Set Group List Display

Using Search/Group Results

• Send Email to Everybody in this Group

• Copy the List to the Clipboard

• Open Search Results in Microsoft Excel

• Use Search Results in the Profile View (Premier Only)

• Save the Current Result as a New Group

• Spotlight Search Results in the Chart

Editing Group Attributes

• Editing the Search Criteria in a Group

• Modify the Group Name

• Add a Category to the Group

• Remove a Group from a Category

• Associate an Icon with a Group

• Display Group Icons in the Chart Box

• Hover View Results from a Group Icon

• Hide a Group in the Group Bar

Manage Group Attachment

• Quick Selection

Style Bar – Group Feature

Filter View

• Activate Filter View

• Anchor the Filter View

Filtering the Box Display

• Only Show Records in the Selected Group Option

• Spotlighting as the Group Filtering Option

• Spotlighting Used in the Search View

Emailing Groups

• Emailing Groups from the Advanced Search

• Emailing Groups from the Search View

Conditional Formatting with Custom Position Types Based on Groups

Export Search Results to Excel

• Export Search Results from the Search View

• Export Search Results from the Advanced Search

Send Search View Results to Profile View (Premier Only)

Setting a Default Base Filter for Searching

• Remove a Base Filter

Inserting Photos

• Photo Wait time

Logos

Creating a Legend

• Legend Setup

• Modifying the Legend Content

• Adding Custom Items to Legend

• Formatting the Legend Box

Views

Working with Views

• Docking a View

• Floating View

• Sizing a Docked View

• Closing a View

• Maximized Mode for Docked Views

  • Maximizing a View

  • Opening More Than One View

List View

• List View Defaults

  • Display the List View Pane by Default

  • Display the Search View Pane by Default

  • Display the Search View and Hide the List View

• Modify List View

• Search View Pane Functionality

Profile View

• General Information

• Profile View Defaults

• Profile View Show/Hide Fields

• Profile View Headings

• Add a Heading

• Side by Side Profile View - OrgPublisher Premier

  • Pinning Profiles

  • Create a Group from Pinned Results

  • Unpin Profile Views

  • Auto Pin Search or Group Results

  • Pinning 9 Box Members

  • Printing Pinned Profiles

  • Tabbed Profile View

Hover Profile

• Activate the Hover Profile

• Increase/Decrease Hover Profile Row Heights

• Increase/Decrease Hover Profile Window

• Modifying Contents in the Hover Profile  

• Hover Profile Headings

• Add a Heading

• Tabbed Hover Profile View

Summary View

• General Information

• Summary View Defaults

• Summary View Formatting Columns

• Formatting Rows in Summary View

• Graphs

  • Graph Properties Options

  • Graph Tab Toolbar Buttons

  • Printing Graphs

  • Graphs in Published Charts

  • Resizing Graphs

9 Box Matrices – OrgPublisher Premier

• Creating a 9 Box Matrix - Chart Administrator and Planning Chart Users

• 9 Box Matrix Created from Pinned Profiles

• Modifying 9 Box Matrix Results – Chart Administrators

• 9 Box Filtering by Levels Displayed

• 9 Box Matrix Results from Pinned Profiles

• Display Pinned Profiles in the 9 Box View 

• Pin Profiles from 9 Box View

• Printing the 9 Box Matrix

Tree View

Other Views

• Style View

• Wizard View 

Summary Field Calculation Options

Creating a Summary Field  

Groups Used in Summary Fields 

Advanced Box Layout Editor

Arrange the Chart Box Sections

Size the Chart Box Section

Move, Delete or Resize a Data Element

Add a Field to the Chart Box

Place text outside of the box

Copy Formatting to another Position Type or another Style

Adding Lines and Adjusting Field Positions

Remove Advanced Box Layout Settings

Background Colors for Areas of the Box

Advanced Box Layout Editor Examples

What are Hotspots?

Insert Hotspots

Test the Hotspot

Setting a Global Hotspot

Smart Links