visio and excel

[gigster99]

i would like to use excel as the 'database' of an organization (where
multiple people use excel to build their version of an org structure) and
them combine separate spreadsheets and generate a visio diagram.

is this possible? would you provide a sample excel ss that i can emulate?

 

[Mark Nelson [MS]]

Visio will actually generate an Excel file that you can fill in and import
to make an organization chart. Run the Organization Chart wizard and choose
the "Information that I enter using the wizard" option. Then click Next and
choose Excel. Type in a filename and click Next. This creates the Excel
file with columns properly configured. You can import this file later to
make another Organization Chart.

Note that Visio does not support refreshing an existing Organization Chart
by re-importing the data. You can only create new diagram through the
wizard.

--
Mark Nelson
Office Graphics - Visio
Microsoft Corporation

This posting is provided "AS IS" with no warranties, and confers no rights.

 

[Noel Quinn]

Hi
This was a helpful article, but I am experiencing a frustrating problem.
When I try to add a row for new employees to an Excel file created by Visio
(or try to import another Excel file with similar formatting and data), I get
an error message after hitting the Finish button. The error message says one
or more items are not in the organization, and asks if I want to include
them. If I select yes, the rows I added in Excel become separate tabs (one
row per tab). What am I doing wrong?

Thanks
Noel

 

[Barb Way]

Each new entry that you add must be unique and have a valid Report To - in
other words, the Report To must be some other existing record in the data
set. As to uniqueness - if you have potential duplicate names, then you
will generally want to use the employee number as the 'unique value', for
instance.

Barb Way
Product Support - Visio
Microsoft Corporation
[This posting is provided "As Is" with no warranties, and confers no
rights.]
--------------------


Hi
This was a helpful article, but I am experiencing a frustrating problem.
When I try to add a row for new employees to an Excel file created by Visio
(or try to import another Excel file with similar formatting and data), I
get
an error message after hitting the Finish button. The error message says
one
or more items are not in the organization, and asks if I want to include
them. If I select yes, the rows I added in Excel become separate tabs (one
row per tab). What am I doing wrong?

Thanks
Noel

 

[deanha1]

I may be barking up the wrong tree but is something like this what you're
looking for or am I barking up the wrong tree?

http://office.microsoft.com/en-us/help/HA102410821033.aspx

Each new entry that you add must be unique and have a valid Report To - in
other words, the Report To must be some other existing record in the data
set. As to uniqueness - if you have potential duplicate names, then you
will generally want to use the employee number as the 'unique value', for
instance.

Barb Way
Product Support - Visio
Microsoft Corporation
[This posting is provided "As Is" with no warranties, and confers no
rights.]
--------------------


Hi
This was a helpful article, but I am experiencing a frustrating problem.
When I try to add a row for new employees to an Excel file created by Visio
(or try to import another Excel file with similar formatting and data), I
get
an error message after hitting the Finish button. The error message says
one
or more items are not in the organization, and asks if I want to include
them. If I select yes, the rows I added in Excel become separate tabs (one
row per tab). What am I doing wrong?

Thanks
Noel

Visio will actually generate an Excel file that you can fill in and import
to make an organization chart. Run the Organization Chart wizard and choose
the "Information that I enter using the wizard" option. Then click Next and
choose Excel. Type in a filename and click Next. This creates the Excel
file with columns properly configured. You can import this file later to
make another Organization Chart.

Note that Visio does not support refreshing an existing Organization Chart
by re-importing the data. You can only create new diagram through the
wizard.

--
Mark Nelson
Office Graphics - Visio
Microsoft Corporation

This posting is provided "AS IS" with no warranties, and confers no rights.

emulate?