visio organisation charts

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Visio organisation charts

resolvedResolved · Medium Priority · Version 2010

Edited on Tue 15 May 2012, 17:33

Lisa has attended:
Visio Introduction course
Visio Advanced course

Visio organisation charts

Hi,

I have recently been on both Introduction and Advanced courses for Visio.

Ive now created an organisation chart for my company. After creating the chart, I can update the "shape data" (Ive used the odbc data option in the wizard) but I cant seem to update the chart itself so that new people (excel rows) are added in.

This is really starting to frustrate me so any help on this would be really appreciated!
Thanks.

RE: Visio organisation charts

Hi Lisa,

Thank you for your question.

Is the data you are linking to in Excel format? When you go through the Organisation Chart Wizard, do you choose Excel as the option or ODBC and then connect to Excel that way?

If the data is in Excel, has the data got defined column headings? If so, you can format the data using the Table formatting feature which makes the data dynamic i.e. If you add more rows the data range will automatically expand.

To apply Table formatting, click in any cell below the headings, go to the home tab, stlyes group and choose an option from the Format As Table option. Make sure the first row selected is the row with the headings and tick the 'Header row' checkbox.

I am assuming the range is not updating automatically as you add new rows to the bottom.

Regards

Simon

Edited on Tue 15 May 2012, 17:32

RE: Visio organisation charts

Hi Simon,

Yes, the data Im using is Excel based. I have tried both options. I found the ODBC easier for updating (Shape info only, not addition of shapes) as I could right click and update.

I will try this out and let you know how I get on.
Thanks!

RE: Visio organisation charts

Hi Lisa,

How are you?

I was just wondering how you got on with trying the options suggested.

If you have resolved the problem, then could you please mark the question as resolved.

Looking forward to hearing from you.

Regards

Simon

RE: Visio organisation charts

Hi Simon,

I havent had a chance yet to be honest. Im hoping to have a look this next Monday. Will let you know asap.
Thanks.

Kind regards,
Lisa

RE: Visio organisation charts

Hi Simon,

I have converted the data to a table (its a bit difficult as I have to use Vision 2010 with Excel 2003). I have converted it to a "List" using the List toolbar.

I have selected ODBC again but it still wont update any new records I add. Am I doing something wrong?
If you can call me sometime today on [number removed for privacy] I would be very grateful.
Thanks,

RE: Visio organisation charts

Hi Lisa,

Thank you for the update.

Unfortunately I will not be able to phone you as I am working non stop this week onsite and at our training centres in central london.

The forum is an email forum as it is difficult to monitor questions and responses by phone.

I will look at some forums and see if I can propose any new solutions.

Regards

Simon

Will be marked as resolved in 5 days

Notice: This is an automated message. Due to inactivity, this forum post will be marked as 'resolved' if there are no further responses in the next 5 days.

Thu 20 Dec 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.

View all Visio hints and tips


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