Now, enter the location or path to the Excel file and click Next. It could be a location on a Microsoft Exchange Server, a local text, CSV or Excel file, or an ODBC-compliant data source. In the following screen, you can choose the source in which the organizational information is stored. Click Next to proceed to the next screen in the wizard. For this example, we will choose the first option. The first screen of the Organization Chart Wizard gives the option of either selecting the existing information from a file or manually entering information. The first method creates all the pages required, but you need to individually format each page, which can get tedious if your organization is large.Įither ways, the Organization Chart Wizard appears in which you can specify the features of your org chart. The second method is recommended if you need the background formatting to carry over onto all the pages in the org chart. The other method is to use the Import command in the Organization Data section from the Org Chart tab in the Ribbon, if you have already created an org chart. The first method involves using the Organization Chart Wizard from the Templates section in the New menu. There are two ways of starting the Organization Chart wizard. Note that the name, Master_Shape field needs to be used as is for Visio to designate a specific shape to the employee. The Employee and Manager fields are mandatory and the others are optional.Īdditionally, you can also include a field called the Master_Shape, which indicates the exact shape to be used for a particular employee. Important information includes Employee, Title, Manager and Department. Creating Information in an Excel SpreadsheetĬreate an Excel spreadsheet or use an existing one containing some of the important information in the header row that goes into creating an org chart. In this chapter, we will look into importing data from information in an Excel spreadsheet. Adding Elements & Controls to WireframesĪlthough you can manually create the org chart using different shapes in the Shapes pane, Visio also provides an automated way of importing information about your organization from an external source.Scaling & Adding Structural Elements to a Floor Plan.Adding Markers & Indicators to a Timeline.Customizing Topic Shape, Style & Layout.
Creating Three & Multiple-position SmartShapes.