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Visio 2010 org chart from Active Directory?

Posted on 2012-09-11
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Last Modified: 2012-10-09
Our HR dept currently uses a proprietary software to create and maintain org charts.  They want a better solution, and I was thinking about using something to pull this info from active directory.  We already have job titles, managers, direct reports, etc in AD, so it seems like it would make sense to use this data instead of duplicating it.

I did some research online and saw that Visio 2010 has the ability to import data from an exchange address list, but I can't seem to make it work.  When I run through the wizard it asks me who I want at the top of the list, so I select our CEO.  In AD / OAB, if I pull him up and go to the organization tab I see all of his subordinates listed there, but none of this pulls into Visio.  The end result of the import wizard is a single box with our CEO's name in it.

Please see the attached file for screenshots.

What am I doing wrong?  What do I need to do to make this work?
org-chart.docx
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Question by:FWeston
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LVL 31

Expert Comment

by:Scott Helmers
ID: 38391434
The options you're choosing in the org chart wizard look fine so I suspect the problem is in the data. The source you're pointing to must not list the subordinates in the right way.

What the org chart requires is that each employee record include the "reports to" name. What you displayed in your attached document is the inverse -- it shows the direct reports for your CEO.

To verify what you're working with can you export the data to Excel? Then if it does properly show the "reports to", try running the wizard against the Excel file. If that works then perhaps you can restructure the data in Exchange to include the "reports to" in the right way.
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by:FWeston
ID: 38391488
Thanks for the suggestion.

Exchange gets this data from AD, and in AD there isn't a spot to specify direct reports, this is all calculated from the manager attribute (i.e. you specify each employee's manager, so if my manager is specified as John Doe, then when I pull up John Doe's record, I'll be listed as a direct report).  Having said that, I'm not sure that there's any other way to structure this data.

I'm not sure how to export the data to Excel, can you link me to instructions for doing so?
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Expert Comment

by:Scott Helmers
ID: 38391815
I'd love to help with export to Excel... but I don't know anything about AD. I'm assuming there's probably a way to export to Excel just because that's such a common option for many apps.

Does this help?
http://poshoholic.com/2009/06/27/create-your-own-org-chart-from-ad-with-powergui/
I can't vouch for it but it seems like this download is designed to do exactly what you need.
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Author Comment

by:FWeston
ID: 38391866
Well, I can access the data from vbscript by connecting to active directory via LDAP and I can show the manager for a given employee that way, so I'm inclined to believe that the relevant data is present in active directory.

I'll leave the question out to see if anyone else has suggestions.
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Expert Comment

by:Scott Helmers
ID: 38391991
Hopefully someone else will have an idea...

As a workaround, if you have a vbscript that reads AD, why not just dump the records into a text file. Then point the org chart wizard at the text file and you should have what you need. I realize that it's an extra step but it will get the job done.
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Author Comment

by:FWeston
ID: 38392162
I exported the data to Excel and ran through the Visio wizard using that data and it got me a lot further than it did initially.  Now I just need to figure out how to put everything on a single page instead of breaking it across multiple pages.

And it would still be nice to get the OAB option to work because running a vbscript to import to excel isn't practical to expect our end users to understand.
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Accepted Solution

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Scott Helmers earned 1500 total points
ID: 38428731
You can force everything to a single page using the org chart wizard. Just select the option shown in the upper image below; then on the following screen, choose the name of the person at the top of the chart.

Re getting the data directly from AD: did the link I provided on 9/12 help?
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Author Closing Comment

by:FWeston
ID: 38477620
This didn't work (it's what I was already doing), but unfortunately this has become less of a priority so I haven't put any additional time into it.
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LVL 31

Expert Comment

by:Scott Helmers
ID: 38478013
Thanks for awarding the points even though we didn't really resolve your problem.

Feel free to post again in this same question if you need to get back to this again.
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