OrgChart Now Help Guide

Table of Contents

Enumerated Tables

Overview

Enumerated Tables are automatically generated from Aggregated Fields, allowing Administrators to easily create legends containing employee metrics for end-users to consume.

The following article provides step-by-step instructions for creating an Enumerated Table in Workbench.

Important

Before you can create an Enumerated Table, you must first configure at least on Aggregated Field in the Chart Settings: Fields & Formulas panel.

Creating an Enumerated Table

  1. Log in to OrgChart.

  2. Click on the Mode Switcher icon in the Top Toolbar, and then click on the Workbench option.

  3. Open an existing Chart Document, or click on the Chart Builder option to create a new one.

  4. Click on the Presentation menu, and then select the Master Editor option.

    Select_Master_Editor.png
  5. Click on the Enumerated Table icon (under the Insert heading) in the Master Editor panel.

    5_2_2_Maste_Editor_Select_Enum_Table.png
  6. Click on the Master Page document. An Enumerated Table element is inserted.

    5_2_2_Insert_Enum_Table.png
  7. Right-click on the Enumerated Table element, and then click on the Enumerated Table Editor option.

  8. Click on the Σ Field Picker icon in the top right corner of the Enumerated Table Editor.

    Select_Agg_Filter_PIcker.png
  9. Select the Aggregated Field you'd like to insert into the Enumerated Table from the dropdown list. The Aggregated Field is added to the Enumerated Table.

  10. Optionally, use the Green_Arrows_Icon.png icons to resize the columns.

    Enum_Table_Adjust_Arrows.png

    Note

    Values are not displayed in the Enumerated Table, until the table is Saved.

  11. Click on the Save button. The Enumerated Table generated from the selected Aggregated Field is displayed on the Master Page.

    Enum_Table_on_Master.png
  12. Optionally, use the Move Object tool (under the Tools heading) in the Master Editor to place the Enumerated Table elsewhere on the Master Page.

    Master_Editor_Move_Object_Arrow.png
  13. Optionally, use the Select tool to select the Enumerated Table, and then use the Positioning tool (under the Arrange heading) in the Master Editor to pin the element to a certain area of the Master Page. This will ensure that the Enumerated Table will stay in its position if the page size is adjusted.

    Position_Enum_Table.png
  14. Click on the Document menu, and then click on the Save Master Page As... option.

  15. Enter a name for the Master Page in the File Name text box, and then click on the Save Master As button. The Master Page is available to be applied to a Master Chart in the Chart Settings: Presentation panel, or in a View.

    Save_Master_As.png