Visio and correct version to get the functionality | Visio forum

Resolved · High Priority · Version 365

Tue 16 Feb 2021, 10:20 Delegate Julie said...

Julie has attended:
Visio Introduction course

Visio and correct version to get the functionality

Hi, I recently attended the Visio Introduction 365 training with Marius and took the decision to purchase Visio for my own machine. the package I purchased is Visio Plan 1 which is connected to my Office 365 account.
My main intention is to use this package for organisation charts. However this version does not seem to have all the functionality we were trained on e.g. producing charts from data etc.
Do I need to upgrade to plan 2?

Tue 16 Feb 2021, 21:24 Trainer Marius said...

RE: Visio and correct version to get the functionality

Hello Julie,

Thank you for your question. Visio Plan 1 is for creating stand-alone diagrams. The only external data link capability available in Plan 1 is for building organisation charts.

With Plan 2, you can link external data to any diagram and you also get access to additional features in the form of Microsoft Flow or Word, Excel data visualizer, and PowerPoint slide snippets.
in addition, you can embed Visio diagrams with Power BI (of course, you will need to get Power BI separately).

I hope this helps.

Kind regards
Marius Barnard
STL

Wed 17 Feb 2021, 08:46 Delegate Julie said...

RE: Visio and correct version to get the functionality

Thanks Marius. It is actually only organisation charts that I need this capability on but I cannot find how to link the data to an organisation chart in this version.
Are you able to point me in the right direction please?
Many thanks
Julie

Wed 17 Feb 2021, 09:36 Trainer Marius said...

RE: Visio and correct version to get the functionality

Hi Julie,

I only have Plan 2 and I sadly don't have access to Plan 1, but if the feature is available in Plan 1, you need to click on New in the Welcome screen to find it.

Here, you might see a tile called Organization Chart. If not, type Organization Chart in the 'Search for online templates' box. When you then click on Organization Chart, Visio might do one of two things:

1. It might open the Org Chart Wizard box straight away. If so, this is what you are after.

2. It might open a window with four Org Chart boxes. The first one has a 'magic wand'. This one will open the wizard you need.

Once in the wizard, you can follow the steps

I hope this helps.

Kind regards
Marius

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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.