Want to win a PS4? Go Premium and enter to win our High-Tech Treats giveaway. Enter to Win

x
?
Solved

Automating Org Charts in Visio 2003

Posted on 2009-05-12
1
Medium Priority
?
755 Views
Last Modified: 2012-05-06
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.
Visio1.jpg
screenshot159.jpeg
0
Comment
Question by:Martyn1971
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
1 Comment
 
LVL 31

Accepted Solution

by:
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?
0

Featured Post

Free Tool: IP Lookup

Get more info about an IP address or domain name, such as organization, abuse contacts and geolocation.

One of a set of tools we are providing to everyone as a way of saying thank you for being a part of the community.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

David Parker’s latest book, Microsoft Visio 2010: Business Process Diagramming and Validation, will give you the tools to turn flowcharts and other business diagrams into valuable, data-driven corporate assets. Armed with the knowledge you’ll gain f…
The ability to add structure to Visio diagrams using containers, lists and callouts is one of my favorite features in Visio 2010. In this article we’ll examine containers. We’ll explore lists (http://www.experts-exchange.com/Microsoft/Applications/M…
Sometimes it takes a new vantage point, apart from our everyday security practices, to truly see our Active Directory (AD) vulnerabilities. We get used to implementing the same techniques and checking the same areas for a breach. This pattern can re…
In this video, Percona Director of Solution Engineering Jon Tobin discusses the function and features of Percona Server for MongoDB. How Percona can help Percona can help you determine if Percona Server for MongoDB is the right solution for …

610 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question