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[OrgChart] Change of position type depending on employees underneath RRS feed

  • Question

  • Hello,

    I have a question regarding the OrgChart Add-In.

    When importing from Excel all employees are created as Executives / Managers / Positions, depending where they stand in the hierarchy. Is there a way to assign the position "Staff" to employees, who don't have any employees underneath of them?

    In Excel, I wrote a VBA-code to determine the number of people serving that special employee. Is this number is 0, I'd like to have this employee imported as a "Staff"

    Anyone having a solution? When exporting a sample hierarchy, Visio creates the column "Master_Shape". But it doesn't recognize when reading back (importing that Excel file).

    Thanks in advance

    Tuesday, June 17, 2014 8:22 AM

Answers

  • Hi,

    Do you make some changes in the data file after creating the org chart? If so, you need to update the org chart manually.

    To reflect changes in the structure of an organization, refresh the chart data or update the org chart manually. Click Data > External Data > Refresh All.

    If new data doesn’t exactly match the data the chart was built with, you might have to move individuals manually.

    If you have a new chart, use Visio to compare it with your older chart and tell you what’s changed.

    1. Open either the new      version or the older version of the organization chart.
    2. Click Org Chart      > Organization Data > Compare. In the Compare      Organization Data box, find the version you want to compare to.
    3. Under Compare type,      select the situation, depending on which version you’ve opened.
    4. Under Report type,      choose the option that you want.
    5. Click OK.

    If you still can’t get the chart updated as you want it, you might have to rebuild the chart.

    More information:

    Update generated organization charts:

    http://office.microsoft.com/en-001/visio-help/create-an-organization-chart-automatically-from-employee-data-HA102832203.aspx

    Creating Org Charts by Importing Data:

    http://www.smartdraw.com/articles/org-chart/create-org-chart-import-data.htm

    • Marked as answer by George123345 Tuesday, July 1, 2014 6:25 AM
    Friday, June 20, 2014 1:27 AM