Organization Chart

[LMMueller]

Hello,

I am trying to import data into an organization chart in viso. I do have an
excel file that contain employee full name, title and supervisor name,
department.

We have 235 employees, so there are multiple pages. When I get to the last
step it says

"Your organization data contains 235 entries that are not in the
organization. Do you want to include them in the chart?" IT then puts each
employee on their own page. It appears that it is not looking at the
supervisor name.

Also, I would like to create a new page for each department. Can you tell
me how?

 

[John... Visio MVP]

Hello,

I am trying to import data into an organization chart in viso. I do have
an
excel file that contain employee full name, title and supervisor name,
department.

We have 235 employees, so there are multiple pages. When I get to the
last
step it says

"Your organization data contains 235 entries that are not in the
organization. Do you want to include them in the chart?" IT then puts
each
employee on their own page. It appears that it is not looking at the
supervisor name.

Also, I would like to create a new page for each department. Can you tell
me how?

Can you give a sample of the data you are using?

From your description it sounds like the wizard is not making sense of your
"reports to" field and not making an org chart tree. Remember Name has to be
unique and for Each "Reports to" There should be a similar entry in the Name
filed of another record. There should be only one record with an empty
"Reports to" field.

If you are still stumped, you can send a copy of the Excel file to me at
(e-mail address removed) and I will see if I can spot what is confusing the wizard.

John... Visio MVP

 

[Steve]

Just to add to what John said...

To create new pages for each department, you select during the wizard that
you will specify how much of the organization to put on each page. In the
next step, you click Add page and add each department head in the Name at
top of page (level 0) field. Then you specify how many levels to display on
that page, and optionally provide a page name.

Obviously it will help if you know ahead of time who each department head is
and how many levels they need to cover. These can be different for each page
that you create.

HTH

Steve