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Automating Org Charts in Visio 2003

Posted on 2009-05-12
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Hi we are trying to get Visio 2003 to automatically create our companies org charts using an extract from our HR system.

We have googled the solution to death and have changed our data numerous times to try and solve this problem.  but to no avail.

When we get the error message, we can either pick yes or no, picking yes, gives us just one box on the org chart for the managing director.  If we pick no, we get a blank chart.

The Spreadsheet with the data in has 907 rows of data.
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Question by:Martyn1971
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Scott Helmers earned 2000 total points
ID: 24373965
The Visio 2007 help text is reasonably straightforward on this subject:
   http://office.microsoft.com/en-us/visio/HA101057641033.aspx?pid=CH100985551033#3

I think the key is these three bullet points:
  • Employee name  The way that employee names appear in  this field is the way that they appear on the organization chart shapes.  
  • Unique identifier If each name is not unique,  include a column with a unique identifier, such as an employee ID number, for  each employee.  
  • Whom the employee reports to  This field must contain  each manager's unique identifier, whether that identifier is a name or an ID  number. For the employee at the top of the organization chart, leave this field  blank.
In your case, the employee name field is unique so you don't need a separate unique ID field. It looks to me like the problem with your data is that the entries in the Reports To column don't match the unique employee names.

For example, the Reports To entry for "Sales & Service Manager" should be "Post - 1" (assuming that he/she reports to the MD). Does that make sense?
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