Key

Resolved · High Priority · Version 2010

Wed 14 Mar 2012, 10:04 Delegate David said...

David has attended:
Visio Introduction course

Key

Hi,

I want to add a key on my visio diagram to show what each box represents. I.E a process or sub-process etc.

How would I go about doing this?

Mon 19 Mar 2012, 09:36 Trainer Simon said...

RE: Key

Hi David,

Thank you for your question.

The first step would be to drag the legend shape from the Brainstorming Stencil. Now drag the appropriate shape onto the legend and say yes to the conversion process. It will then track that shape and display how many of those master shapes are in the diagram.

The link below provides a more detailed description of how to achieve the task.

http://office.microsoft.com/en-us/visio-help/create-a-new-legend-symbol-HP001021630.aspx

I hope this helps.

Regards

Simon

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Mon 26 Mar 2012: Automatically marked as resolved.

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Visio tip:

Creating an organisation chart in Visio using Excel data

A quick and easy way to create an organisation chart by importing names and titles stored in list format in an Excel spreadsheet into Visio.

1. Select File, New, Organization Chart.

2. Start the Organization Chart Wizard.

3. At the first step of the wizard, select the 'Information that I enter using the wizard' option, and click Next.

4. At the second step of the wizard, select Excel, then type the name of the file.

5. Select Browse to choose the location you wish to save the file to, click Save, and then click Next.

6. Click OK - a Microsoft Office Excel workbook will open with column headings already entered for you.

7. Replace the sample text with the text you wish to appear in your organisation chart. By holding your cursor over each column heading, you should be able to view data entry tips.

8. Save the Excel file, then close Excel.

9. Proceed through the remaining steps in the wizard to create your organization chart from the data you entered into the Excel file.

Visio's organisation chart wizard will also recognise the following file formats (besides .xls):

- Microsoft Exchange Server Directory (Microsoft Exchange e-mail Address Book).

- Tab- or Comma-delimited text (.txt).

- Org Plus (.txt).

- Microsoft Office Access (.mdb) or any other file format for a database created in an Open Database Connectivity (ODBC)-compliant database application.