Print

[arnold]

Is it possible to create a box on the first sub-chart, like that of a Legend, that will automatically display the current number of vacancies and vacancy percentage for the whole org chart? I would like it to automatically update when I perform a data refresh.

[BenU]

Thank you for contacting the OrgPlus Support Team.

It is possible to create a box like this. I have listed the steps to do this below:

1. Go to Data and select Define Fields.
2. Select Add. A new Unnamed Field will be created. Rename this file so it represents that this headcount will only be counting vacant positions. For example Total Vacancies.
3. Change the Field type from Text to Formula. The Formula properties window will open.
4. The Function should be set as Count. Change the range to Entire Chart.
5. Select the Criteria tab. In this section define the criteria that identifies a box as being a vacant position. An example would be Field set to Name. Comparison set to Equals. Contents set to Vacant. This would count only boxes whose Name is set to Vacant.
6. Select Ok.
7. Select Add again. Rename the Field so that it reflects a headcount of the entire chart.
8. Change the Field type from Text to Formula.
9. Function should be set as Count. Change the range to Entire Chart and select Ok.
10. Select Add again. Rename the Field so that it represents the percentage of vacant positions.
11. Change Field type from Text to Formula.
12. Change Function from Count to Equals. Set first Type should be set to Field. the Argument should be set to the vacant positions headcount. Range should be set to Self.
13. In the second row change the first drop-down from blank to /. Set Type to Field, and Arguament to the headcount for the entire chart.
14. In the thrid row change the drop-down from blank to *. Set Type to Number and Argument to 100.
15. Select Ok.
16. Change the percentage Field's category from Number to Percentage.
17. Select Ok.
18. You will be asked is you want to add the new fields to all boxes. Select No.
19. Go to Insert>Position and select Left Co-Worker. Select the top box in the chart.
20. Choose the black arrow from the left-hand toolbar.
21. Make sure the new added box is selected, and go to Format. Select Box Properties.
22. Go to the Box Layout tab. Remove the all the fields from the center area to the left hand column. Add the Vacancies headcount and Percentage fields into the center from the left hand column.
23. Select the Vacancies field and select the Cell Format button.
24. Go to the Options tab. Select the Show Label check box.
25. Set the Apply to section to Entire Box and select Ok.
26. Go to the Advanced tab.
27. Select the exclude from counts check box.
28. Select Ok.
29. Right click on the connecting line that attaches the new box to the top position. Under Visibility choose Hide.
30. You can now use the Move Free Form tool from the left-hand tool bar to place the box where you would like it on the chart.

Please note that this box will only appear on this sub-chart.


If you have any further questions feel free to contact us at op.support@orgplus.com.            
      
Sincerely,            
      
Ben Ulmen            
Technical Support Representative              
HumanConcepts              
(888) 821-1261            
Workforce Modeling and Intelligence            
www.orgplus.com

[arnold]

  Great, exactly what I needed and easy to follow directions. Thanks!