Link Visio org chart

Posted on 2006-05-18
Last Modified: 2012-05-05
I used the org chart wizard to construct my org chart.  The data was from an excel file.  
Question:  Is my drawing 'org chart' now linked to the excel file so that I can make changes to the file and it will be updated on the visio drawing?  It doesn't seem to be working.  

In advance, thanks
Question by:zubin6220
    LVL 44

    Accepted Solution

    Hello zubin6220,

    you are correct once the file is used the source is disconnected however what you can try to update the file is

    1. in your existing visio chart choose Organization Chart from the menu
    2. Click Organization Chart Wizard check the first checkbox Information that's already stored ....
    3. Click Next, on the next page check the checkbox A Text file ....
    4. Click Next and point to your file in the browse file box which should be the same as you initially used
    5. Click Next and choose the columns i left them by default
    6. Click Next and choose what to display i left them by default
    7. Click Next and choose what to display from the shapes and properties i left them by default
    8. Depending on what did initially you can specify how Visio will break it down
    9. Click Finish

    this will rebuild the chart from the file

    hope this helps a bit

    Author Comment

    Thanks bruintje

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