Organization Chart Wizard

[Ofelia]

I have Visio 2007. I am trying to import and Excel spreadsheet to
automatically create a org chart. I have looked up the instructions on
creating this and have been unsuccessful.

My spreadsheet consists of:

NAME
REPORTS TO
POSITION
DEPARTMENT

The unique field in Name

The message I get is:

Your organization data contains 265 entries that are not in the
organization. Do you want to include them in the drawing. ** I click YES **

If I click "NO" I get nothintg.

I end up with 265 sheets with on block on each page. I am not getting an
Organization chart at all. Any ideas??

 

[John... Visio MVP]

I have Visio 2007. I am trying to import and Excel spreadsheet to
automatically create a org chart. I have looked up the instructions on
creating this and have been unsuccessful.

My spreadsheet consists of:

NAME
REPORTS TO
POSITION
DEPARTMENT

The unique field in Name

The message I get is:

Your organization data contains 265 entries that are not in the
organization. Do you want to include them in the drawing. ** I click YES
**

If I click "NO" I get nothintg.

I end up with 265 sheets with on block on each page. I am not getting an
Organization chart at all. Any ideas??

Does the Position field contain a value that is in the Name field in another
record?

John.. Visio MVP

 

[Ofelia]

No.

Name - is Unique
Position - a title
Reports to - a Name that would also be listed as a Name in the NAME field

Thanks.
Ofelia

 

[Steve]

Also make sure that the top person does not have an entry for Reports To.

HTH

 

[Ofelia]

That is correct. I have the top person with Reports to Empty.

I have done everything the instructions said.

Ofelia

 

[John... Visio MVP]

Sorry, my mistake. It is the "Reports To" field that needs a valid value
that is the Name field of another record.

If you are getting entries that are not in the organization, it is usually
due to a mismatch between the Name and the Report To fields.

Try doing a cut and paste from the "Name" field to the "Reports To" that
reference that record to make sure it is not due to a typing problem

John... Visio MVP

 

[Steve]

Ofelia,

Did you get this working? If so, I'm curious what you did to fix it. If not,
I don't mind working off-line with you on this. Please let me know.

Steve

 

[WapperDude]

As a sanity check, go into Visio and create a simple org chart. Then use the
Wizard to export to excel. Compare this to your hand created file. Perhaps
something will jump out as the problem. Anyway, it's an easy, quick way to
create a template for your Excel file.

Wapperdude

 

[John... Visio MVP]

I took a look at the information and the problem was due to inconsistent
names between the Name column and the Reports To colomn. The Name column was
first name, last name while the Reports to column was first name last name.
There was also a few inconsistencies in the names Rick/Richard, Joe/Joseph.

Your sanity check is good advice, that is a good start to setting up the
Excel file.

John... Visio MVP

 

[Jepadius]

Hi any experts on this ? I have the same problem. Names are correct ( i double checked)
the visio does not seem to make the link between name and reports to. will provide sample if anyone can help out ?

 

[DigitalMarketer]

I had same problem. I had my "Title" field chosen instead of "Reports_To" field for the "Reports to:" drop-down, on the page that says "Choose the columns (fields) in your data that contain the information that defines the organization." Doh!