Create a Visio 2007 organization chart

Author: mety Nagm Labels::



An organization chart (org chart) is a diagram of a reporting hierarchy that is commonly used to show relationships among employees, titles, and groups.
Org charts can range from simple diagrams, as in the following illustration, to large and complex diagrams that are based on information from an external data source. The shapes in your org chart can display basic information such as name and title, or details such as department and cost center. You can even add pictures to the org chart shapes.
Organization chart

This method is best for creating a small org chart with default information fields. The default fields are:
  • Department
  • Telephone
  • Name
  • Title
  • E-mail

  1. On the File menu, point to New, point to Business, and then click Organization Chart.
  2. From the Organization Chart Shapes stencil in the Shapes window, drag the top level shape for your organization, such as Executive, onto the page.
  3. With the shape selected, type a name and title for the shape. For example, you might have an executive with the name Tosh Meston who holds the title of President.
  4. From the Organization Chart Shapes stencil in the Shapes window, drag a shape for the first subordinate person onto the superior shape. This automatically links the two in a hierarchy. Tip To generate the links, you need to drop the subordinate shape onto the center of the superior shape.
  5. To complete your org chart, continue to drag subordinate shapes onto superior shapes, and type a name and title for each one.

Automatically create an organization chart from a new data table

This method is best if the default information fields don't fit what you need, and you don't already have your data in a different program.
  1. On the File menu, point to New, point to Business, and then click Organization Chart Wizard.
  2. On the first page of the wizard, select Information that I enter using the wizard, and then click Next.
  3. Select Excel or Delimited text, type a name for the new file, and then click Next. Note If you select Excel, a Microsoft Office Excel worksheet opens with sample text. If you select Delimited text, a Microsoft Notepad page opens with sample text.
  4. When either Excel or Notepad opens, use the sample text as an example of what kind of information to include, and type your information over what is there. Important You need to keep the Name and Reports to columns, but you can change, delete, or add others columns.
  5. Exit either Excel or Notepad, and then complete the wizard. Note Specific help is available for most wizard pages. To access Help, press F1 or click the Help button.

Automatically create an organization chart by using an existing data source

This method is best if the information that you want to include in your org chart is already in a document such as a Microsoft Office Excel worksheet or a Microsoft Exchange Server directory.
  1. Make sure your table or worksheet contains columns for employee names, unique IDs, and who reports to whom. Note You can name the columns whatever you want. When you run the Organization Chart Wizard, you can identify which columns (or field names) contain the name, ID, and report-to.
    • Employee name The way that employee names appear in this field is the way that they appear on the organization chart shapes.
    • Unique identifier If each name is not unique, include a column with a unique identifier, such as an employee ID number, for each employee.
    • Whom the employee reports to This field must contain each manager's unique identifier, whether that identifier is a name or an ID number. For the employee at the top of the organization chart, leave this field blank.
  2. On the File menu, point to New, point to Business, and then click Organization Chart Wizard.
  3. On the first page of the wizard, select Information that's already stored in a file or database.
  4. Click Next, and follow the remaining steps of the wizard. Note Specific help is available for most wizard pages. To access Help, press F1 or click the Help button.

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