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Visio & Excel

resolvedResolved · Urgent Priority · Version 2010

Claire has attended:
Visio Advanced course

Visio & Excel

I am trying to use the wizard to create an org chart. It keeps saying that the data is unreadable. Can you assist please?

RE: Visio & Excel

Hi Claire

Trying to work out if the problem lies with the Excel file you are using?

Have you used it before to create an Org chart? If not please can you check the following:

Does the Excel file have a column of data with 1 cell as a heading?
Does the data start in the top left hand corner of Excel in A1?
(Merged cells will cause a field problem)

If you could check those items and let me know that will help us to troubleshoot the problem for you.


Kind regards

Richard Bailey
Microsoft Certified Trainer

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RE: Visio & Excel

Hi,

this is the first time that I have tried to create an org chart from the excel sheet. The titles are in A1. It states that it cannot open the file. ( I have tried various excel files and it won't open any)

RE: Visio & Excel

Hi Claire,

That's very unusual. I'm going to attaching a file to this message so that you can download a sample Excel document to test the import. I know that this file works.

Here is a step by step guide to importing Excel into Visio
https://www.stl-training.co.uk/tip-193-organisation-chart-visio-excel.html

Thanks
Richard B

Attached files...

SampleOrgChart.xlsx

RE: Visio & Excel

Hi Richard,

This has worked! Thank you. I was trying to use any excel table instead of the sample workbook.

RE: Visio & Excel

That's great news Claire!
Glad we could help you with Visio.

Thanks
Richard B

 

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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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