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Display subordinate counts on Visio Org Chart

Posted on 2013-01-25
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Last Modified: 2013-01-28
I am building an Org Chart using the wizard in Visio 2010.  How can I display a count of subordinates by type (employee vs contractor) within each Manager team?  I want to display the count within the Manager's box on the chart if possible.
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Question by:jwandmrsquared
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Scott Helmers earned 2000 total points
ID: 38822180
The org chart add-in doesn't provide a built-in way to accomplish what you want, but you can nudge it into doing your bidding -- see this example:org chart sampleThe easy part is creating a field to hold your data and then displaying the data. The tricky part is populating the data field... more about that in a second.

1) Create data field: because you're using the wizard, simply add a column in Excel or your database called "Number of Direct Reports" (or whatever name you'd like), and when you run the wizard, move this field to the right side of the wizard page that asks which columns you want to include as shape data fields.

2) Displaying data is easy because the org chart add-in lets you display the value of any data field in the corners of each org chart shape. On the org chart tab, click the Display Options button and then the Fields tab. You can choose a display area and a data field.

3) As for populating the new field with data: if your organization doesn't change very often, you can simply enter the values in Excel and they will be imported. If the organizatin is more dynamic, I think there are two choices: write a Visio macro to "walk" the org chart and calculate the number of direct reports, or write a macro in Excel to accomplish the same thing.

I realize this answer is a bit long but steps 1 and 2 are very easy to do. Step 3 may require a bit of work is very doable.
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by:jwandmrsquared
ID: 38827037
Straightforward, relatively simple approach.  I was making it too hard and overlooked this option.  Thanks.
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Expert Comment

by:Scott Helmers
ID: 38827190
Glad to help...
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