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Insert an org chart

Introduction
Create an organizational chart
Delete uneeded boxes
Add subordonnates
Add text
Select boxes
Change the org chart presentation style
Select all boxes
Change the boxes' contour
Change the boxes' color
Move a box
Quit and return to...

Introduction

This page was created to help you to insert an organization chart into your documents. But also and to help you to go(take) up an organization chart that answers your needs. This page is an exercise of creation of an organization chart. All the stages of creation are there. Before we begin, here is the final result of the creation.

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Final organization chart

Create an organizational chart

It's possible to insert an organization chart into almost all the software working under Windows. Here is the procedure.

*From the Insert menu, select the option Object.

*From the list of the possible objects, select " Microsoft Hierarchical Organization chart 2.0".
*Press the OK button.

Here is the beginning of the organization chart.

Delete an uneeded box

If to compare you the final organization chart with that above, there is a box too at the second level. Here is the procedure to delete a box.

*Click one of the boxes of the second level.
*From the Edit menu, select the option delete.
OR
*Press the Delete key.

Add subordinates

With regard to the final organization chart, it's necessary to add three boxes below that of the left-handler(left) and two "subordinates" below that of the right-hand side. It's also necessary to add two boxes below the box of the middle of the third level. Here is how to add them.

*Press three times on the button Being subordinné.
*Click on the left box of the second level.

And here is. Three subordinates have just appeared below the first box. By clicking one of the boxes, you informed the generator of organization charts that this box is the "superintendent" of these subordinates. You can as well add a colleague, a director or an assistant by using the same technique. It's now necessary to add the other subordinates.

*Press twice on the button Being subordinné.
*Click on the right box of the second level.

*Press twice on the button Being subordinné.
*Click on the box of middle of the third level.

It's also possible to add an assistant, a school of the same level and even a director by pressing on the good button and by selecting the good box of the organization chart.

Add text

Every box allows you to write up to 4 lines of text. It's now necessary to write the text for each of the boxes of the organization chart.

*Click on the box in that you want to add of the text.
*Write the text of your choice.

To take out some mode of writing, you can click outside of this one or press the key Escapes ( Esc).

Attention in " é "

There is one "bug" in the hierarchical organization chart 1.0. He adds a space after the " é ". So the word company(society) will go out " socié té " in the printing. avoid putting " é " inside boxes. I don't know if this error was corrected in the second version of the generator of organization charts.

Select boxes

It's possible to change the style of presentation of the organization chart. The next stage consists in changing the style of the left part of the third level of the organization chart (Management, Marketing, Counting(accounts department)). Above all, it's necessary to select three boxes.

*Click one of three boxes.
*While pressing on the Shift key, click both other boxes.

Three boxes should be darkened. Otherwise, begin again the operation.

Change org chart presentation style

*From the menu, select the Styles option.

The options below are going to appear.

*For this example, click the second option.

Select all boxes

The next exercise consists in changing the outline of all the boxes of the organization chart. It's possible with the technique demonstrated above to select all the boxes. But it there alder(ell) faster way.

*From the Edit menu, select the Select option.
*From the list, select the All option.

You can also use the combination of the keys Ctrl and A to have the same effect.

Change the outline of boxes

Now all the boxes are selected (to see above),

*From the Boxes menu, select the Style of border option.

The following window will appear.

*Select the border of your choice.
*Click on the bottom of the organization chart to continue.

Change the boxes' color

It's also possible to change the color of the text and the bottom of boxes. Every level or department can be of a different color if you want it. For this example, all the boxes will have a transparent bottom. On the way back to the document the color of the bottom of boxes will be that of the bottom of the slide.

*From the Edit menu, select the Select option.
*From the list, select the All option.
*From the Box menu, select the color option.

*Select the Transparent option: the last option of the list.

This is so that the bottom of boxes is of the same color as your slide PowerPoint or of your text. You can always use the color of your choice.

Move a box

Even if your organization chart is ended, it's always possible to move boxes. In this example, it's necessary to move the box "Counting("accounts department") and to put it, at the second level between the administration and the production.

*Click on the box "Counting("accounts department").
*Place the cursor on the outline of the box.
*While pressing on the left button the mouse, move the box on the bottom of the box "Direction("management") until you saw subordinate's small box.
*Release the mouse button.

The box accounting(accounts department) is now for the same level as the administration and the production. It's however for the right-hand side of the box "production".

*Click on the box "Counting("accounts department").
*Place the cursor on the outline of the box.
*While pressing on the left button the mouse, move the box on the left-hand side of the box "Production" until you saw a white arrow pointing towards the left.
*Release the mouse button.

Quit and return to...

To return to your document,

*From the File menu, select the Quit and return to... option.

The following window will appear. She asks you if you want to save the additions or the modifications that you brought.

*Click on the button Yes.

Be careful!

Do not use the save object option. It's better save the organizational chart in the document.

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Page insorg.htm
Last updated on March 25, 2004
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Created by Patrice Roy
© 2003 All rights reserved

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