microsoft visio training courses - Exporting Project Tasks into Visio

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Fri 11 May 2007, 14:00 Delegate Garry said...

Garry has attended:
Project Intro Intermediate course

Exporting Project Tasks into Visio

Hi,

I'm currently working to PRINCE 2 methodology and as susch prepare Product flow Diagagrams and Product Based Structures (similar to Work Based Structures in Project).

My question is - Is it possible to export Project Tasks into visio in such a way that Sisio will prpeare the diagrams for me, rather than manually preparing each box? The network diagram doesn't really give me what I'm looking for.

Thanks

Garry

Fri 8 Jun 2007, 13:46 Trainer David said...

RE: Exporting Project Tasks into Visio

Garry

What version of visio are you using?

regards

david

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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.