Visio 2010 Org Chart Creation from Exchange 2010

How many entries are returned from the Exchange Directory now? Just one? Or do you get lots and they all appear on separate pages?

Also, I would verify that the "Reports To" field is exactly correct. I know you were using the import prior to the computer restart, but just be certain that you're entering the field names and setting the reporting relationship exactly as you were before.

Hi Scott,

So here are the steps I have always used (actually default that Visio originally used)\

1. Information that's already stored in a file or database
2. Microsoft Exchange Server directory
3. Choose the columns (fields) from your data file that you want to display.
  a. Displayed Fields : Name & Title
4. Choose the columns (fields) from your daa file that you want to add to organization chart shapes as shape data fields.
  a. Manager
5. I want the wizard to automatically break my organization chart across pages.
  a.  Usually here when I click on the down Arrow it has my managers name listed and browse, so I browse the GAL and choose our CEO.
  b. If I browse for our CEO right now and click finish, it gives me the error message and then has 1 page with he CEO's box.

Unfortunately, I don't have access to an Exchange Directory to test this but it certainly sounds like the query of the Exchange Directory is failing to return all of the records you're expecting. Because you're only getting one record you're getting the error message about not knowing what to do with it.

After you select the Exchange Directory in step 2, are there any buttons or options that affect how records are selected from the Directory? Can you expand the selection to include more records?

Hey Scott,

So selecting Exchange Directory goes through the same steps as using a Spreadsheet.  I actually exported all of my user data to an XLSX and tried it that way and received the same error.

Brian

Hard to guess what's going wrong in this case without seeing the data... Is it possible for you to email me an extract from the spreadsheet? If so, remove any columns that have personally identifiable data (except the names) and only leave about a dozen rows or so. Don't post it here, but you can email it to the address in my profile. I will use it then shred it.

Hmm interesting...  I wonder if Exchange 2010 Rollout Update 6 changed how the Manager fields were being reported...  That's the only thing I can think of that may have changed since the last time I ran the org chart wizard.

While the Excel way may be just a work around, I guess I'll give that a shot for now.  Will have to figure out the Macro thing...

Thanks for your help!

If you want help with the macro, post a question in the Visio zone about manipulating data prior to using the org chart wizard.

I get the same error under the same scenario, but my data is all text.  This particular solution did not help me.  Any other ideas?

Have you verified that the spelling and format of the names in both the Name and Manager (or Reports To) columns are identical? If so, can you post a small amount of sample data so I can take a look?