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Create an Organization Chart (Class)

 
The following steps walk a user, with write access to the module and architecture, through creating a simple organization chart based on a Class diagram in Reporter. This example is less detailed than an OV-4: Organizational Relationships Chart in the UPDM 2.1 Framework.

1. After a new report has been created, it must be designed. Ensure you are in the Report Designer pane of the Outlook Bar. Locate the newly created report in the tree view (under the FFP-2 viewpoint in this example).
 
2. In the Home tab of the Ribbon Bar, rename the report. The report name changes in the Outlook Bar once you click off of the Name field. If desired, add a description in the Description field. The default report type is Class, so we do not need to change it.
 
3. New reports are initialized without any nodes or relationships added. This organization chart will have one node (the organizations or departments) and one relationship (how the departments are connected). To create a node, click Add Node from the Configuration group of the Home tab. This adds it to the Data Source Setup tab in the Content Pane.
 
4. You can now configure the node. Select it in the Content Pane, and click the pencil icon (in the upper right-hand corner) to enable editing. In the Info tab, select the Name field and type in a name. It can be the node name or another descriptive name. Leave Class as the Node Type, as the organizations are the main shapes.
 
4a. Select the Model Data tab. The organization's name is in the Actual Organization node.
 
4b. Select the Date Attributes tab. In order to be able to use the Report Viewer analysis features, the start and end dates of the node need to be set.
 
4c. You can pick the shape color in the Visual Style tab if desired. Otherwise click the Save button in the lower right corner to save all the tabs of the Node form.
 
5. Click the Save Report button in the Ribbon Bar. This saves the entire report design.
 
6. The next step is to add and configure the relationship. Click Add Relationship from the Ribbon Bar, which adds the relationship to the Data Source Setup tab.
 
7. Next you need to configure the relationship. Select it in the Content Pane, and click the pencil icon. In the Info tab, select the Name field and type in a name. The name can be the node and display type, or another descriptive name. Since the report will illustrate the organization hierarchy, choose Composition from the Display Type pull-down menu.
 
7a. Select the Source Data tab. The relationship data is also in the Actual Organization node. Based on the display type chosen, the Source is Composition and the Target is Name.
 
7b. Dates are not as critical for relationships. You can fill out the Date Attributes tab as desired, similar to what was chosen in the Node form.
 
7c. You can also pick the line color and thickness in the Visual Style tab if desired. Otherwise click the Save button to save all the tabs of the Relationship form.
 
8. Click the Save Report button again to save the updated report design. You can now generate your report in the Report Viewer pane.
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