Audience

This 1 day workshop is designed for users of OrgPlus Version 11 who are ready to start creating dynamic analytical charts for use by a wide range of people within their organisation.

Pre-requisites

It is assumed that attendees of this course have been using OrgPlus Version 11 at a basic to intermediate level and are able to import data, create a chart and undertake basic formatting of a chart. We highly recommend attending OrgPlus Desktop Fundamentals before attending the Advanced course.

Topics covered

The workshop will begin with a brief recap of:

• Box Properties
• Chart Rules

Following the recap, workshop participants will learn how to:

• Use the Advanced tab in Box Properties
• Create advanced org chart rules, including:
  • Org chart styles
  • Org chart actions
• Create email and HTML links
• Create mapped fields (converting text to images)
• Duplicate org charts
• Create advanced formulas, including:
  • Range overview
  • Headcounts
  • Total FTE
  • Age statistics
  • Actual Salary (Salary * FTE)
  • Sectioning of strings
  • Available Formula Overview
• Create advanced conditional formats, including:
  • Vacant Positions
  • Adding Legends
• Create hidden fields
• Use the panel feature, including:
  • Advanced profiles, tabs and conditional formats
  • Comments
  • Reports
  • Summaries
• Create information hotspots
• Create groups
• Apply custom templates
• Perform organisational re-structuring, including:
  • Adding, moving and deleting boxes
  • Modifying fields
  • Compare charts
  • Tracking changes
  • Setting up chart security