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resolvedResolved · Urgent Priority · Version 2010

Claire has attended:
Visio Advanced course

Visio

hi,

When using the wizard to create an organisational chart, can you ensure the order that they will appear on the screen? For example as I enter them on the spreadsheet, I want them to appear in that order on the chart, but they don't

RE: Visio

Hi Claire,

I hope you are well. The Visio Org Chart Wizard unfortunately 'follows its own mind' when first building the org chart. I've tried myself to rearrange the Excel data and I've also done some research, but the consensus is that Visio does its own thing.

There is, however, a silver lining in that, after creating the org chart, you can use the 'move' buttons in the Org Chart tab in Visio's ribbon to rearrange the boxes. Don't drag them manually, though.

I hope this helps.

Kind regards
Marius
Best STL

RE: Visio

Hi Marius,

Brilliant, thank you! that will save me an enormous amount of time!

Thanks,
Claire

RE: Visio

You're welcome, have a great day.

RE: Visio

One last question...

How do I copy the org chart in visio into an email - it won't allow me to copy it?

RE: Visio

Hi Claire,

I've just tried it and it worked for me. Before you copied from Visio, did you press Ctrl + A ? This selects the entire org chart. Afterwards, you can simply right-click and paste in the message area in Outlook.

I hope this helps.

Kind regards
Marius

 

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Visio tip:

Using the Quick Access Toolbar in Visio 2010

The Quick Access Toolbar is included in virtually every Office product, including Visio 2010 as well as Outlook 2010, Word 2010, Excel 2010, and PowerPoint 2010.

You will find the Quick Access Toolbar in the top-left side of the window. To begin, click the Customize button (it's the little black arrow at the end of the toolbar).

Simply click the commands you want to include.

Virtually any command can be added to the Quick Access Toolbar. Click the More Commands option and a new window will open from where you can browse the commands including those not on the ribbon.

View all Visio hints and tips


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