Solved

Display subordinate counts on Visio Org Chart

Posted on 2013-01-25
3
3,338 Views
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.
0
Comment
Question by:jwandmrsquared
  • 2
3 Comments
 
LVL 30

Accepted Solution

by:
Scott Helmers earned 500 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.
0
 

Author Closing Comment

by:jwandmrsquared
ID: 38827037
Straightforward, relatively simple approach.  I was making it too hard and overlooked this option.  Thanks.
0
 
LVL 30

Expert Comment

by:Scott Helmers
ID: 38827190
Glad to help...
0

Featured Post

Announcing the Most Valuable Experts of 2016

MVEs are more concerned with the satisfaction of those they help than with the considerable points they can earn. They are the types of people you feel privileged to call colleagues. Join us in honoring this amazing group of Experts.

Question has a verified solution.

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

Suggested Solutions

The Question Several times in recent years, someone has posted a question at EE asking whether they could display the Windows directory structure – folders and subfolders – using Visio. When one person specifically asked about displaying directory …
Scott A. Helmers Partner, Harvard Computing Group Microsoft Visio MVP Background Microsoft has added more enhancements and new features to Visio 2010 than to any release since they purchased the Visio product line in 2000. In addition, the com…
Nobody understands Phishing better than an anti-spam company. That’s why we are providing Phishing Awareness Training to our customers. According to a report by Verizon, only 3% of targeted users report malicious emails to management. With compan…
I've attached the XLSM Excel spreadsheet I used in the video and also text files containing the macros used below. https://filedb.experts-exchange.com/incoming/2017/03_w12/1151775/Permutations.txt https://filedb.experts-exchange.com/incoming/201…

839 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