I have used the Microsoft Visio Organization Chart Wizard many, many times over the years, but I usually use it from text files, and I had been aware that I was not getting good results from the Microsoft Exchange Server directory option, now that I use Office 365. I was always getting just the first Personnel record (Admin). Well, I was prompted to find out why, and was amazed to find the answer by Winnie Liang in Creating Organizational Chart from AD Information.
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Visio news from MS Ignite 2019
Microsoft Ignite 2019 at the huge Orange County Conference Conference Center in Orlando is over for another year. 30,000 attendees over 6 days, and I have seen my first sunlight today since I arrived in Florida last Saturday! So, it is time to review just what was announced about Visio, and how much Visio is appreciated.
Aliasing Data Columns for Visio Organization Chart Wizard
One of the most frequently used components of Visio is the Organization Chart Wizard (OrgChWiz), but it is also one of the most frustrating because of its apparent inflexibility. I was recently asked how to use different table column names with the wizard because the originating ODBC source could not be touched. Well, I have previously used Access to modify and enhance tables in this situation, but the OrgChWiz is quite old, and does not like using the newer Access queries as a data source unfortunately. If the basic table column names do not match the default column names in the organization chart shapes, then there may be superfluous Shape Data rows created on each shape and the ability to change the shape style is compromised, and the Shape Data rows get quite confused!
The Organization Chart template opens with the Belts – Organization Chart Shapes stencil open by default, although the Master shapes used can be replaced with those on one of the other nine using the Org Chart / Shapes gallery:
Three short Visio 2016 video tutorials
I recently created three short videos for Microsoft about the most popular uses of Visio, and utilizing some of the latest features:
- How to create an Org Chart
- How to create a Process Flow Diagram
- Creating a Network Chart
They are all less than 5 minutes long, and you don’t see me fortunately.
Watch them on YouTube :
Visio Org Charts with Multiple Languages
I had an enquiry recently about displaying Organisation Charts with text in different languages. This set me thinking, and, if you have Visio Professional, then you can use Link Data to Shapes to add this capability to existing diagrams, but Visio Standard users can just the Org Chart Wizard.
I will use the OrgData.xls file that is provided in the <Program Files>\Microsoft Office\Office 15\Visio Content\<LCID>\ folder to demonstrate this. I have English US (1033) and Norwegian Bokmal (1044) available to me, as shown below:
In Englsih
Creating a Custom Org Chart Template with Extra Properties
A Visio user recently asked how to add a salary amount for an Org Chart person automatically, based on their selected Level. I thought it was a bit long to answer in the forum, so I have written my answer below. It demonstrates how you can have your own custom template that works with the Organization Chart add-on in Visio.
My approach to creating a custom template that still uses the Organization Chart Add-On is to create a new drawing from the built-in template, and then to add extra properties to it.
First, select Show Document Stencil to view all of the local copies of the built-in master shapes. If they are not there, then simply drag and drop them from the built-in stencil on to the first page, and then delete the shapes on the page. This will not delete the local copies of the masters.
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