Here is how to do it for a new drawing.
The key is to use an ODBC data source.
1) Add a named range to your Excel sheet:
In Excel, select your organization data and pick Insert > Name > Define..
and type in the name you want to use.
2) Create the Visio org chart.
Launch Visio and open the "Organization Chart Wizard" template.
Answer the following questions in the wizard:
1 - Pick "Information that's already stored in a file or database"
2 - Pick "An ODBC compliant data source"
3 - Pick "Excel Files" and click Next.
Browse to your Excel file and click OK.
4 - Pick the table to use (the named range you defined earlier).
5 - Identify Name and Reports-to fields.
6 - Pick the fields you want displayed in the shape.
7 - Pick the fields you want as custom properties.
8 - Click the "Link database records to shapes" radio button and click
Settings...
Check both of the "Page Actions" check boxes.
Continue until the wizard is finished and save the drawing.
3) To refresh the org chart:
Open the drawing in Visio.
Right-click on the page and pick "Refresh Linked Shapes".
Hope this helps.
