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Ord charts

Debbie has attended:
Visio Introduction course

by - delegate Debbie [2 posts] (2007 Oct 11 Thu, 15:26) Reply

When using the connector to form lines on an org chart where the boxes have been dragged & dropped why do you sometimes get a connector line disappear above or below where you're trying to add a new one?

Am I too late to qualify for the free 12 month use of the forum?

Regards

Debbie

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RE: Ord charts

by - trainer Richard platinum contributer [761 posts] (2007 Oct 17 Wed, 11:32) Reply

Hi Debbie

When placing org chart shapes, sometimes the lines dont go where you want them to. What I suggest is re-organising the layout, so that it looks better.

You can do this by selecting the contolling shape (ie, select the manager to organise all shapes connected below it), and then use the OrgChart toolbar to choose the layout you want.

Let me know if this works.

Richard

PS> I think you have 12 months access, as you made a post within 7 working days of your course

· Overview of Microsoft Visio
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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