Org chart wizard doesn't work

[mcamhamer]

I've tried created an automatic org chart both ways--by the wizard creating
one from data I enter, and by generating one from Excel data. Fields and full
name, title, reports to and department. The result from running the wizard is
I get only the top executive's name and title, nothing else. What am I
missing here?

 

[mcamhamer]

Sorry; my message was a little unclear; I meant to say "Fields ARE: full
name, title, reports to, and department. . .
Thanks in advance for any help.

Carol

 

[Steve]

In the wizard, select the option to specify how much of the organization to
display on one page. In the next dialog box, make sure that the Employee at
Top of Page has Additional Levels set to All Subordinates or some number
other than zero. That should fix it.

If this doesn't work, make sure that the Reports_To field in the database
contains the full name of the manager, not the ID or primary key of the
database.

Failing that, please cut and paste the first few records of your Excel file,
and we can go from there.

 

[AROSES80]

I'm having the same problem. Only the Manager's Name, Employee ID and
location data displays in the shape, no subordinates below. I specified the
Managers' name on the top of each page and selected All subordinates to
display. What information do you need pasted to help?

 

[Steve]

If you could check the records from your datasource, that would help. Look
at the Name field, whatever unique identifier field you're using, and the
Reports To field for each record. You need to make sure that the top
person's Reports To field is blank, and that subordinates are referring to
their supervisor/manager correctly. It might help if you try the wizard with
just the top five records or so.

Usually, this is where the problem is, in my experience. Often, there will
be duplicate names and no ID field, or Reports To pointing to the name when
an ID field is used to identify unique records.

For example, here are some records from the Visio Database Samples database.

Name Title Reports To
Jossef Goldberg President & CEO
Suzan Fine Executive Assistant Jossef Goldberg
Laura Jennings CFO Jossef Goldberg
Clair Hector COO Jossef Goldberg

Notice that this database uses the Name field as the unique identifier, so
the Name values have to be unique, and the Reports To field contains the
full name.

You could also do it this way:

ID Name Title Reports To
1 Jossef Goldberg President & CEO
2 Suzan Fine Executive Assistant 1
3 Laura Jennings CFO 1
4 Clair Hector COO 1

If this works, then you've got a duplicate or corrupt record somewhere.

Steve

 

[AROSES80]

Not sure what I'm doing wrong. I have checked the data source. Each name is
unique, the top Executive is blank and all the reports to are complete. I am
now getting some random managers with subordinates, but am missing the upper
level managers with their subordinates.

 

[Steve]

This is a really strange problem, as it sounds as though you are doing
everything correctly. I would suggest one last try. Generate a drawing with
the Top Executive as the starting point and select All Subordinates. We need
to see if the wizard is finding the top and importing the records correctly.
If this doesn't work, you might need to...take more drastic measures.

BTW, what app/version are you using as a data source, and what version of
Visio? There may be a patch available. Yeah, OK, but you never know...

Good luck

Steve

 

[AROSES80]

When I do this it only gives me the top executive with a few other people on
separate pages.

I'm using Visio 2003 with a list generated in Excel 2007 saved in a Excel
97-2003 compatible file.

Any other advice?!

 

[Steve]

Are you running the latest service pack? For Visio 2003, this is SP3
http://www.microsoft.com/downloads/...49-3E13-433B-B9D2-5E3C1132F206&displaylang=en

Is this a UTF-8 text encoding problem?
http://support.microsoft.com/kb/829720/en-us?spid=2529&sid=7

Did you try it with the Visio sample data? This will absolutely eliminate
any data formatting problems. What you tried should work, but I'm not 100%
sure about the Excel 2007 "Save as 2003" functions.

OK, if the data source is good, and the resulting page isn't, then the only
thing in-between is the org chart wizard. I suggest that you run MS Visio
setup again, and select the repair option. This might save you a full
re-install.

Start -> Settings -> Control Panel -> Add or Remove Software.
Select Visio 2003 and click Change.
Select Reinstall or Repair.
Click Next
Select Detect and Repair....
Click Install

If this doesn't fix it, you'll have to reinstall the entire package.

Finally, if this doesn't fix it, find a company where the org chart is
working and switch jobs! ;-)

Good luck

Steve

 

[AROSES80]

Hmm...this sounds like a job for our part-time IT! I'll have to bring them in
the loop.

 

[Steve]

I was starting to think that I was your part time IT ;-)

Good luck!

Steve

 

[AROSES80]

Well, really you are! My IT guys have no suggestions for me. They are
calling around. I cannot believe how much trouble this has caused.