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
