Create a Visio organization chart

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

Newer versions Office 2010 Office 2007

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Create a simple organization chart

When you want to create a small org chart with default information fields, follow these steps:

On the File tab, point to New, click Organization Chart, choose Metric Units or US Units and then click Create.
Click Cancel when you see the Organization Chart Wizard dialog box if you want to create only a simple org chart by yourself with default information fields.
The options on the Org Chart tab display various type of shapes, which you can use for members of your organization based on their positions.

Note: For information about how to add more data to the shapes, see Add data to shapes.
To automatically connect the shapes, drag the subordinate shapes onto superior shapes according to your organization hierarchy, or you can choose to manually connect using the connector shapes. Type a name and title for each one and also add a picture of members if you want.
You can arrange the Layout of org chart, space between shapes, the height and width of shapes, using the various commands and options on the Org Chart tab.

Automatically create an organization chart from a new data table

You can use this method if you want to change or add more information then default information fields, and you don't already have your data in a different program file.

On the File tab, point to New, click Organization Chart, choose Metric Units or US Units and then click Create.
On the first page of the Organization Chart Wizard, select Information that I enter using the wizard, and then click Next.
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.
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: Do not delete Name and Reports_to columns, but you may change, delete, or add other columns you may need for your org chart.
Exit either Excel or Notepad file after adding your information, and then click Next to continue.
To include pictures on your org chart, select Don't include pictures in my organization chart, otherwise select Locate the folder that contains your organization pictures. Follow the remaining instructions on this page, and then click Next to continue.
On the last page of the wizard, you can specify how much of your organization to display on each page. You can choose I want to specify how much of my organization to display on each page, or you can let the wizard define each page automatically by selecting I want the wizard to automatically break my organization chart across the pages.
If you want to hyperlink and synchronize employee shape across the pages, select the options Hyperlink employee shape across the pages and Synchronize employee shape across the pages.
After you made all your selections, click Finish.

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, Microsoft Exchange Server directory, an ODBC-compliant data source, or an Org Plus text file.

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.
On the File tab, point to New, click Organization Chart, choose Metric Units or US Units and then click Create.
On the first page of the wizard, select Information that's already stored in a file or database and then click Next to continue.
Choose the file type where your organization information is stored in by clicking Browse, then browse to the location of this file. Select the language you want to use on the chart wizard and then click Next to continue.
On the next page of the wizard, select the column (fields) in your data file that contain the information that defines your organization such as Name, Reports To, and First Name. Click Next to continue.
On the next page of the wizard, you can define what specific fields you want displayed by using the Add and Remove buttons and the display order of the fields by using the Up and Down buttons. Click Next to continue.
On the next page of the wizard, you can choose the fields from your data file that you want to add to organization chart shapes as shape data fields. Click Next to continue.
To include pictures on your org chart, select Don't include pictures in my organization chart, otherwise select Locate the folder that contains your organization pictures. Follow the remaining instructions on this page, and then click Next to continue.
On the last page of the wizard, you can specify how much of your organization to display on each page. You can choose I want to specify how much of my organization to display on each page, or you can let the wizard define each page automatically by selecting I want the wizard to automatically break my organization chart across the pages.
If you want to hyperlink and synchronize employee shape across the pages, select the options Hyperlink employee shape across the pages and Synchronize employee shape across the pages.
After you made all your selections, click Finish.

Note: Specific help is available for most wizard pages. To access Help, press F1 or click the Help button.

Show teams by using the Team Frame or dotted lines

After you create an org chart, you can rearrange the information to reflect virtual team relationships. Move related shapes near each other, and then add dotted-line connectors to show secondary reporting structures, or use the Team Frame shape to highlight a virtual team. The dotted-line report behaves like an ordinary connector. The Team Frame is basically a modified rectangle shape that you can use to visually group and name teams.

Organization Chart with Team Frame and dotted-line relationship

Update generated organization charts

To reflect changes in the structure of an organization, you must update the org chart manually or generate a new chart. If you generate a new chart, no customizations that were made to the earlier chart are included in the new chart. If themes or photos were added to shapes, they must be added again to make the charts look similar.

If the shapes are linked to data, the data is updated normally when you run Refresh Data, but only inside existing shapes. Refreshing the data does not add or remove shapes.

Create a simple 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
On the File tab, point to New, point to Business, and then click Organization Chart.
From the Organization Chart Shapes stencil in the Shapes window, drag the top level shape for your organization, such as Executive, onto the page.
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.

Note: For information about how to add more data to the shapes, see Add data to shapes.
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.
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.

On the File tab, point to New, point to Business, and then click Organization Chart Wizard.
On the first page of the wizard, select Information that I enter using the wizard, and then click Next.
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.
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.
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.

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.
On the File tab, point to New, point to Business, and then click Organization Chart Wizard.
On the first page of the wizard, select Information that's already stored in a file or database.
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.

Show teams by using the Team Frame or dotted lines

Organization Chart with Team Frame and dotted-line relationship

Update generated organization charts

If the shapes are linked to data, the data is updated normally when you run Refresh Data, but only inside existing shapes. Refreshing the data does not add or remove shapes.

Create a simple 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
On the File menu, point to New, point to Business, and then click Organization Chart.
From the Organization Chart Shapes stencil in the Shapes window, drag the top level shape for your organization, such as Executive, onto the page.
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.
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.
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.

On the File menu, point to New, point to Business, and then click Organization Chart Wizard.
On the first page of the wizard, select Information that I enter using the wizard, and then click Next.
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.
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.
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.

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.
On the File menu, point to New, point to Business, and then click Organization Chart Wizard.
On the first page of the wizard, select Information that's already stored in a file or database.
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.

Top of Page

Show teams by using the Team Frame or dotted lines

Organization Chart with Team Frame and dotted-line relationship

Update generated organization charts

If the shapes are linked to data, the data is updated normally when you run Refresh Data, but only inside existing shapes. Refreshing the data does not add or remove shapes.

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Monday, July 30, 2018