Merge group structure charts

You can merge two group structure charts to visualize two types of ownership relationship structures in one place.

When merging charts, Entities gives you options to resolve and represent differences in relationships and formatting.

When the two charts being merged share some relationships, you can choose to either represent all the duplicates in the final chart or leave only one instance of each duplicated relationship.

When two charts have conflicting formatting, such as different conditional formatting rules for the same entity, you can decide whether to unanimously use one or the other chart’s formatting, or use both and resolve any conflicts using the original chart’s formatting.

Prerequisites

Before you can merge two charts, you must prepare the two group structures you will merge.

Run a group structure

Generate the two group structures you want to show in the chart.

For more information and instructions, refer to Run a group structure.

Create group structure charts

Visualize each group structure in a separate chart.

For more information and instructions, refer to Group Structure Visualisation.

Export one chart

Export one of the charts you want to merge as a .viz file.

For more information and instructions, refer to Export as Chart File.

Merge charts

To merge two group structure charts, you need one exported. viz chart file and one group structure chart.

Complete the following steps:

1. Navigate to one of the charts you want to merge in Group Structure Visualization. This is the original chart.

2. Select Export > Import chart file.

3. Select the exported chart file and upload it to Group Structure Visualization. This is the new chart.

4. Select Merge.

   Entities enters the Chart merging mode.

5. If the two charts contain duplicated relationships, the Merge charts dialog prompts you to select how you want the duplicates to be represented:

   • To include all relationships in the chart, including duplicates, select Add all relationships.

   • To add only new relationships and consolidate duplicates with the existing chart, select Add only new relationships and merge duplicates.

6. If the two charts contain conflicting conditional formatting rules, the Merge charts dialog prompts you to select which formatting to use:

   • To use only the open chart’s formatting in the merged chart, select Keep original formatting using the original chart’s rules.

   • To use only the imported chart’s formatting in the merged chart, select Use new formatting by replacing with the new chart’s rules.

   • To use both charts’ formatting whenever possible and use the open chart’s conditional formatting rules where there are conflicts, select Keep both and resolve conflicts using original formatting.

7. Select Next.

   Entities displays the merged chart.

You can format the merged chart and make further edits or discard your changes.

Apply conditional formatting to a merged chart

To highlight the two different structures in the merged chart, use the Corporate Structure conditional formatting attribute.

To apply conditional formatting to highlight the structures, complete the following steps:

1. In the Edit panel of the merged chart, select the Conditional Formatting option.

2. Go to the Relationships tab.

3. Select Add a rule > Corporate Structure.

4. From the list, select one of the structures in the merged chart.

5. Configure the conditional formatting rule and select Save.

For instructions and conditional formatting options, refer to Create conditional formatting rules for relationships and Options for conditional formatting rules.

Discard merged chart

To discard your changes and revert the merge, close the chart merging mode by selecting the X icon in the top-right corner.