ms visio training - Org charts

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Org charts

Debbie has attended:
Visio Introduction course

by - delegate Debbie [2 posts] (2007 Oct 3 Wed, 09:59) Reply

When trying to enter a new name into an org chart, why do the rest of the names dissapear?

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RE: Org charts

by - trainer Rich platinum contributer [713 posts] (2007 Oct 4 Thu, 13:53) Reply

Hi Debbie,

Sometimes parts of your Visio file may disappear for a short time due to layers within the application. It may also help to focus on the label that you are entering.

Do the other names reappear once you have entered the new name? If so, this is just Visio refreshing all the elements on the screen.

There may be an option to toggle this in Visio's program settings.

Hope this helps you.

Thank you for attending our Visio Intro course yesterday. If you have any other questions, please do ask and we'll get back to you.

Please mark this question as 'resolved' if the above satisfies your query.

Thanks!

Regards, Rich

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Visio tip:

Creating an organisation chart in Visio using Excel data

A quick and easy way to create an organisation chart by importing names and titles stored in list format in an Excel spreadsheet into Visio.

1. Select File, New, Organization Chart.

2. Start the Organization Chart Wizard.

3. At the first step of the wizard, select the 'Information that I enter using the wizard' option, and click Next.

4. At the second step of the wizard, select Excel, then type the name of the file.

5. Select Browse to choose the location you wish to save the file to, click Save, and then click Next.

6. Click OK - a Microsoft Office Excel workbook will open with column headings already entered for you.

7. Replace the sample text with the text you wish to appear in your organisation chart. By holding your cursor over each column heading, you should be able to view data entry tips.

8. Save the Excel file, then close Excel.

9. Proceed through the remaining steps in the wizard to create your organization chart from the data you entered into the Excel file.

Visio's organisation chart wizard will also recognise the following file formats (besides .xls):

- Microsoft Exchange Server Directory (Microsoft Exchange e-mail Address Book).

- Tab- or Comma-delimited text (.txt).

- Org Plus (.txt).

- Microsoft Office Access (.mdb) or any other file format for a database created in an Open Database Connectivity (ODBC)-compliant database application.

View all Visio hints and tips

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Visio tip:

Creating an organisation chart in Visio using Excel data