Maintaining org charts

[Rose]

I am still a bit of a newby to this, so I may have missed something, and I would appreciate any advice anyone can give

I have an org chart with some 400 names (and growing) that I originally built from MS Access (where I have a lot of other data about the employees). My org chart is linked to the Access table so I can pick up updates. My Master DB is Access, so I have disabled updates and deletes of my Access table data from within Visio.

I can pick up changes for the custom shapes without any problem (fantastic feature!). However, I don't appear to be able to pick up any deletions or additions of names (ie Access table records). Since our organisation is quite dynamic, we have a fair number of leavers and joiners, and I had hoped that Visio would update my existing org chart accordingly

So far, I haven't been able to figure out any automatic way to do this - - only way seems to be to create a second org chart, then compare this with the original one, and apply the changes manually

Am I missing a trick, or is this how it's meant to work

Thanks in advance for any help

 

[Damodar Gupta]

Hi

You are not missing any trick. The process you were adopting is correct.

There is no dynamic updation from the database records to the Org chart,
this is by design.

Hope this helps.


regards
Damodar Gupta [MSFT],
Microsoft Visio Support Professional,

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