Changing Org Chart Analytics Targets

Some analytics that appear on the nodes in the org charts can have ranges assigned to them (typically those involving averages and percentages, such as Headcount Overall or Average Span of Control). If your user role gives you access to analytics, you can change the local appearance of the indicators that appear on the node to indicate each analytics' performance related to the targets that were set by the administrator or that you set locally. These indicators appear on the nodes and will also appear when you export, share, or print your org charts.

To change the analytics targets and appearance on your local machine:

  1. Open an analytics view.
  2. Click the Analytics Settings icon . This opens the Analytics Targets dialog.
  3. Select the Analytic you want to set a target for.
  4. Enter a Lower Bound and Upper Bound value for the analytic. The lower boundary must be less than the upper boundary.
  5. Select the Color and Symbol you want to appear when the value is below the selected range for the analytic.
  6. Select the Color and Symbol you want to appear when the value is within the selected range for the analytic.
  7. Select the Color and Symbol you want to appear when the value is above the selected range for the analytic.
  8. Click Set.

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