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visio

ResolvedVersion 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:

Create own ribbon tab - Visio 2010

a. In Visio click on the File tab
b. Select Options from left hand side
c. Choose the Customize Ribbon section
d. Click the New Tab button (below the list of tabs on the right hand side of the dialog box)
e. Select the New Tab (Custom) and enter a name, by clicking the Rename button (below the list of tabs on the right hand side of the dialog box)
f. Select the New Group (Custom) and enter a name, by clicking the Rename button (below the list of tabs on the right hand side of the dialog box)
g. Add commands to your tab and group by locating them on the list on the right hand side (remembering that you can change the list using the drop down box at the top of the list of commands) and clicking the Add button between the two panes to add them to your tab and group
h. You can rearrange the commands in your group, the groups on any tab or the tabs, using the up and down arrow buttons beside the list of tabs.
i. Click OK to apply your changes

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