Tutorial 3: Using Directories, Reports and Profiles
In this tutorial you will learn how to create and use directories, reports and
profiles.
Opening Charts
To save time you will open an existing chart.
1. Select Open from the File menu.
2. Select the file Tutorial3.opx, and click Open.
Note: If the My Charts directory is not shown, click on the My Documents icon on
the left side of the dialog box and then double-click on the My Charts folder.
Working with Directories
First you have to create a directory.
3. Select Directory from the View menu.
4. Click on the link
.
The Directory Settings dialog box is displayed.
Note: For this tutorial you are going to use the default Directory
formatting.
5. Type Contact Info into the Directory name field.
6. By default all fields are included when a new directory is created. In this
exercise you are going to create a directory that does not include salary and
employee type information. Select Salary and click Remove. Then select Employee
Type and click Remove.
7. Click OK.
Displaying Directories
You can use a directory to display chart information in a tabular format.
8. Click on the Select tool
.
9. Select the box containing Chris Philips.
The Directory panel displays a directory containing Chris Philips and all his
subordinates. Click other boxes in the chart to dynamically update the
directory.
Editing Chart Contents using the Directory
You can edit chart data using the directory.
10. Select the box containing Chris Philips. Notice that the corresponding
directory entry is selected.
11. Now locate the row in the directory containing Sue Watkins. Click on the cell containing Sue Watkins, and type Tom Wilson.
Notice that the corresponding box in the chart is also changed.
Working with Reports
The following exercises will show you how to create reports.
12. Click on the link
.
The Report dialog box is displayed.
13. Type Salary Report into the Report name field.
14. Select Name and click the > button.
15. Select Title and click the > button.
16. Select Salary and click the > button.
17. Select the Report Summary tab and then select the Salary checkbox. This will add a salary total to your report.
18. Click OK.
Displaying Reports
You can now create a dynamic report based by selecting boxes.
19. Select the box containing Becci Seuberling. The Salary Report for Becci's
team appears in the Reports panel. Click other boxes in the chart to see other
dynamic reports.
Exporting Report Data
You can export a report to a spreadsheet.
20. Select the box containing Becci Seuberling and then click the Export to
Excel button
.
An Excel spreadsheet is created, which includes the report information.
Working with Profiles
The following exercises show you how to create and display a profile.
21. Select Profiles from the View menu.
22. Click on the link
.
The Profile Settings dialog box is displayed.
23. Type Employee Detail into the Report name field.
24. Select Salary and click Remove.
25. Select Employee Type and click Remove.
26. Click OK.
Using Profiles
This exercise shows how to display additional information about a selected box
using the profile you just created.
27. Select any box in the chart. Notice that the Profile panel displays employee
detail for that box.
Congratulations! You have completed Tutorial 3.
Return to OrgPlus Tutorials