Chart Settings

Audience: Administrators

 

Overview

Chart Settings consists of several panels in which Administrators can configure the overall presentation of any Base Chart in the account.

Accessing Chart Settings

1. Click on the Settings button in the bottom right corner, and then select the Chart Settings option from the list.

By default the Data sources panel is displayed. You can navigate to other panel by clicking on each panel.

All of the settings in the Chart Settings panel affect the current Base Chart, which is denoted in the Chart dropdown menu.

2. Click on the Chart dropdown menu to modify the Chart Settings of a different base chart.

Chart Settings Panels

The settings configured in the following panels apply to the selected Base Chart.

Data Source	Create an organizational chart from one or more data sources.
Mapping	Identify required and optional field mapping.
Presentation	Adjust various presentation options, including setting the default background, choosing the amount of organizational levels to displayed on launch, as well as choosing the available views.
Search & Directory	Select fields available for Advanced Search and configure Directory mode search keys and results.
Profile	Customize the fields displayed in the profile box for each employee
Fields & Formulas	Update field properties and define/edit formulas.
Filters & Highlights	Define and update filters and highlights.
Subcharts & Shortcuts	Configure the naming convention and sort keys for subcharts, and create shortcuts.
Refresh	Configure the refresh schedule and email notification options.
Point in Time Charts	Configure archival settings for the Point in Time module.