– Microsoft visio 2010 org chart tutorial free download

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Note: You can name the columns whatever you want.
 
 

 

Microsoft visio 2010 org chart tutorial free download –

 

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. 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.

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 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 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. 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.

Exit either Excel or Notepad file after adding your information, and then click Next to continue. 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. Note: Specific help is available for most wizard pages.

To access Help, press F1 or click the Help button. 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 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. 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.

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.

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. See Create an org chart by using Visio for the web. Create a simple organization chart This method is best for creating a small org chart with default information fields.

The default fields are:. 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. 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 first page of the wizard, select Information that I enter using the wizard , and then click Next.

Important: You need to keep the Name and Reports to columns, but you can change, delete, or add others columns. 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.

On the first page of the wizard, select Information that’s already stored in a file or database. Video: Create an organizational chart. Create an organization chart automatically from employee data. Create an organization chart without external data. Create an org chart by using Visio for the web. Show or hide information in a Visio organization chart. Lay out the shapes in your organization chart. About breaking your organization chart across multiple pages. Find sample organizational chart Visio templates and diagrams.

Build Visio diagrams using a touch screen. Premium apps:. Premium apps. Business charts. Create an organization chart in Visio. 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.

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