chandler hopkins
asked on
2016 Visio Org. Chart Excel Data Import Issue
Hello,
I saw a similar questions earlier regarding this subject, but I am still unable to get my excel data imported completely into a org. chart in Visio 2016. I have all of the correct columns and I have only one individual that does not have a "reports to" column, but it will continuously state that I have 80 plus employees with no match. I have tried using the wizard and without the wizard. I have everyone matched up in my excel in the "name" and "reports to" columns. I've been watching tutorials, but can't get past this step. Thank you for any tips!
I saw a similar questions earlier regarding this subject, but I am still unable to get my excel data imported completely into a org. chart in Visio 2016. I have all of the correct columns and I have only one individual that does not have a "reports to" column, but it will continuously state that I have 80 plus employees with no match. I have tried using the wizard and without the wizard. I have everyone matched up in my excel in the "name" and "reports to" columns. I've been watching tutorials, but can't get past this step. Thank you for any tips!
Sorry for the delay in getting to your question... What field are you using to match each employee to a manager? Are you using an employee ID or the name? Either will work but when you use names you have to be certain that they match exactly, e.g., if the manager is John B Smith the Reports To must be John B Smith and not John B. Smith, or John Smith. I can't recall for sure at the moment but I think the match is even case sensitive such that john B Smith won't work either.
ASKER
I am using names, but the report is run directly from our payroll system, ADP, so all names are the same.......
Thank you for reaching out
Thank you for reaching out
I appreciate the confidentiality issues involved, but I'm not sure I can help without seeing at least some of the data. Do not attach any data here. But if you are willing to have me take a look, please prepare an extract that includes the 'name' and 'reports to' columns but nothing else that is confidential, and then email it to me at the address in my EE profile.
As an alternative -- something you can try on your own -- start by reducing the size of the data set in Excel. For example, include the boss and only five other people. If you can make that work via the Org Chart wizard, expand to 20 rows of data. If that works keep going until the wizard fails. At that point, you'll have narrowed down which data rows are causing the problem.
As an alternative -- something you can try on your own -- start by reducing the size of the data set in Excel. For example, include the boss and only five other people. If you can make that work via the Org Chart wizard, expand to 20 rows of data. If that works keep going until the wizard fails. At that point, you'll have narrowed down which data rows are causing the problem.
Thanks for sending me the file. Stay tuned...
The problem appears to be that the names in the Payroll Name column and the Reports To Name columns aren't exactly the same. The difference in the cases I found is the middle initial -- it appears in one column but not the other for many names. Other than that, the data appears to be valid -- if you use the Reports To Position ID field as the column for reports to instead of using Reports To Name, the org chart gets created without a problem.
I am having trouble getting my 2016 Org Chart to generate using the Wizard. Based on other comments/solutions I've seen here, I have scrubbed the database completely (at least I think I have) to reflect the fields I want on my org chart to match concisely ("Name" and "Title") from an Excel spreadsheet. But when I try to generate the chart using the Wizard, I am told "Your organization data contains 1 (or any # I've done this so many times) entries that are not in the organization. Do you want to include them in your drawing"" with the default button "No" highlighted.
Can someone please assist and let me know what I'm doing wrong? This is very frustrating after listening to 5 different tutorials!
Can someone please assist and let me know what I'm doing wrong? This is very frustrating after listening to 5 different tutorials!
I think the problem is the "Report To" column. A row with no data in the Reports To column is assumed to be an executive -- at the top of the chart. If you have too many Executives you'll see the message you're describing, especially if there are no rows that report to the executives. For example, this would cause a problem:
Name Reports To
Fred
Betty
Jane
Bob Jane
John
Steve Betty
BTW, if the organization you're mapping has multiple bosses with no one above them, having multiple executives is fine. In that case, you select the Yes response so Visio can build the diagram, typically by putting each executive on a new page. However, in a case like this, each executive should have at least one direct report.
Name Reports To
Fred
Betty
Jane
Bob Jane
John
Steve Betty
BTW, if the organization you're mapping has multiple bosses with no one above them, having multiple executives is fine. In that case, you select the Yes response so Visio can build the diagram, typically by putting each executive on a new page. However, in a case like this, each executive should have at least one direct report.
Thank you for your response!
I have only 1 person that doesn't have a "report to" in the column, and that's the CFO, the top guy. Everyone else has a name indicating the person they report to?
I've attached my Excel file for you to see what I mean. Thank you.
I have only 1 person that doesn't have a "report to" in the column, and that's the CFO, the top guy. Everyone else has a name indicating the person they report to?
I've attached my Excel file for you to see what I mean. Thank you.
Plus, I don't have my "report to" column selected to appear in my final org chart .......... does that make a difference?
The "reports to" data does NOT need to appear in the org chart.
I don't see your data attached above. Can you try again?
I don't see your data attached above. Can you try again?
Apologies - I've attached it again. Thank you.
USA-EVT-Org-Chart-Wizard-Database-1.xlsx
USA-EVT-Org-Chart-Wizard-Database-1.xlsx
PJ -- You are correct that all rows in your data include a "Reports to" name. However, in the sample data you sent there is one "Reports to" name that doesn't exist as an employee. I found this by inserting an Excel formula into a column on the page; the formula displays nothing if the "Reports to" employee exists but displays a message if it does not.
EE-test-data.xlsx
EE-test-data.xlsx
BTW, at this point I've answered questions for both Chandler and PJ in this thread -- could one of you close the question, please?
This question needs an answer!
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