Visio Pro 2013 Training: How to Link Org Charts to Excel Data

[@devote2256]

Absolutely fantastic. The only one that enable me to successfully generate an org chart in Visio from Excel with no errors. Thank you very much!

[@ronstephens3234]

This is excellent, I have never used Visio and just watching this has helped me do a brilliant org chart. Thanks Tim

[@AccelerateComputerTraining]

Thank you, Ron! I am so glad this video was helpful to you!

[@abaderefs]

please don't stop !!! your videos adding value to my skills

[@AccelerateComputerTraining]

Thank you, Ahmed, for that kind encouragement! I will keep making more videos.

[@Jessica_Jones]

I checked to see how long this was when I first started it and thought, "Man that's such a long time 😭" and then I got sucked into excitedly watching the straightforward instructions that got me so pumped to try this with his suggested columns! What a great tutorial!! I just started a new job where I will REALLY need this and now I can't wait! Thank you!! (*subscribed!*)

[@AccelerateComputerTraining]

Thank you very much for your kind words!

[@aircomp]

This turned a dead end into a four-lane highway for me. Thank you!!! Comment/tip: There is no "Link Data to Shapes" button in Microsoft Visio Plan 2 MSO (Version 2311 Build 16.0.17029.20140) 64-bit, but you can use "Custom Import" which provides that function. Then there is no "AUtomatically Link" button so you use "Link Data" in the Advanced Data Linking section. Question: Is there a way to add a custom org chart format to the OrgChart Shapes tab in the ribbon (or modify an existing one) so that the initial generation is in your desired format?

[@2003lost]

This is excellent, I have never used Visio and just watching this has helped me do a brilliant org chart. Thanks Tim 😁

[@AccelerateComputerTraining]

Thank you for your kind comments! I am so glad this video was useful to you.

[@JakeLeask]

This video was perfect for what I needed! This is going to save me a bunch of time and really impress the bosses, thank you!

[@AccelerateComputerTraining]

Thank you, Jake! I am so pleased that the video was helpful to you.

[@m.yasmincarrillo5851]

Is this only on the Desktop version? I have Visio through work online but cannot locate that org chart.

[@AccelerateComputerTraining]

@@m.yasmincarrillo5851 Yes, this is only on the Desktop version. The online version of Visio does not offer org charts. If you subscribe to Visio Plan 2, it includes the opportunity to download the Desktop version of the software.

[@JakeLeask]

@@m.yasmincarrillo5851 I use a version through my work (University) and the org chart is the third option. I have noticed that sometimes the option doesn't appear (seems to be at random) and I have to reload the page for the option to show.

[@thalgott3]

Best Visio video I have seen thus far! I would like to see how making changes within the organizational structure works such as a lower-tier employee moving to a different department (i.e. existing employee gets a different person they report to). Also promoting an employee to the next higher tier?

[@AccelerateComputerTraining]

Thank you for your generous compliment! Changing an employee's supervisor (or Reports To) field value in the Excel sheet will not be reflected automatically in the org chart diagram, even after you click the Refresh All button in Visio. We have to do it manually. To do this, drag the employee's shape onto their new supervisor's shape. That establishes the link between them on the diagram. Then click the Re-Layout button to improve the look of the org chart diagram. I am working on a new series of videos for the latest version of Visio, and I will address this issue. Many people have asked about it, and it is disappointing that Visio cannot handle the change to supervisor automatically.

[@KeithJones]

This video was excellent. It solved a long mystery for me, thank you so much for making it.

[@AccelerateComputerTraining]

Thank you, Keith!

[@rodrigocelada129]

If i could only give out more likes, great training, awesome info.

[@habibamessaoudi8395]

Thank you so much for your help !!!! Amazing video extremely helpful. I would really appreciate if you could show how to add a title and date to the org chart.( header and footer ) Also, could you please show us how to print certain parts of the org chart on 1 page. I tried so many times and its either split or too small.

[@mrtzhmz]

Excellent training, simple and full❤

[@AccelerateComputerTraining]

Thank you so much!!

[@sajedehzare8326]

Thanks. Specially the assistant part helped me a lot.

[@AccelerateComputerTraining]

My pleasure! Thanks for watching, Sajedeh!

[@doncueck7490]

This was an excellent video!

[@AccelerateComputerTraining]

Thank you very much!

[@dominicwilli2837]

Great and easy-to-follow video! Thank you very much!

[@AccelerateComputerTraining]

My pleasure, Dominic. Thank you for watching!

[@jahirussain9975]

Its an excellent tutorial. This helped me on my job.

[@jenglish5848]

What happens when your import doesn't find subordinates? I tried this earlier using just names and it created the appropriate relationships, but it added graphic data not on the shapes but the individual text boxes within shapes. So I tried again using EmployeeIDs and SupervisorIDs and the hierarchy isn't detected at all. Each page has one person.

[@sinawasiq]

Thank you very much this will help me a lot in my job.

[@zerril5293]

Merci, vous êtes un excellent professeur

[@AccelerateComputerTraining]

Je vous en prie

[@habibtitu]

Thank you very much for this vedio. It was really useful. Thanks.

[@AccelerateComputerTraining]

You are welcome! Thank you for watching! I am glad you found it useful.

[@cathyschoenfeld6965]

The video was very helpful, thank you. The issue I'm experiencing is that when I generate the Visio org chart, it only shows the top level person/employee and no subordinates.

[@AccelerateComputerTraining]

Cathy, what settings are you choosing on the Pages question of the Org Chart Wizard? This is discussed briefly at 7 minutes, 36 seconds into the video.

[@islamabdeen393]

Thank you for your effort ,really I enjoined your video .

[@AccelerateComputerTraining]

Thank you very much for watching!

[@arjunaugarow]

Thank you for taking the time to make this. I subscribed

[@veronicaarellano3672]

Very well done. Thank you for sharing!!

[@AccelerateComputerTraining]

My pleasure, Veronica. Thank you for watching and commenting!

[@JulioPastrana]

Thank you for your help it was great to know how to fix my network

[@timjones7188]

Our pleasure, Julio! Thank you for watching!

[@malikjahanzeb8371]

thank you for uploading such a helpful video, it's excellent

[@AccelerateComputerTraining]

Thank you very much, Malik!

[@Vladimir.Stolnikov]

It is magic! Thank you for it!

[@MikePhillips2000]

Excellent tutorial. Thanks so much!

[@creakinator]

Thank you for the video. MS was like "It's easy to do, just do this." but their "just do this" doesn't work when the refresh button is grayed out.

[@andyburford543]

Great tutorial - thanks.

[@tariqulalam70]

It is very easy to learn and use. Thanks.

[@alimasud1991]

Thank you for uploading amazing tutorial :)

[@AccelerateComputerTraining]

My pleasure, Ali. Thank you for your kind comment!

[@alexandrakimberlychavezaqu8290]

Thank you so much, this really help me in my job

[@AccelerateComputerTraining]

My pleasure! Glad it helps, and thank you for commenting!

[@RubinaAman]

Very useful video !!

[@AccelerateComputerTraining]

Thank you very much! I am so glad you found it useful.

[@RubinaAman]

I did this yesterday and it's saved me so much time! However I had a couple of queries. 1. Is there a way to format (colour code) of one particular position (E.g.. Vacancy) in the same way and create a legend for the same. Would be great if you could help out in this or refer a link that might explain so. Thanks so much!

[@AccelerateComputerTraining]

@@RubinaAman Rubina, I am working right now on producing a series of training videos on Visio org charts, and your question has inspired me to add a video to that series about how to use Shape Masters to customize the colors and other formatting of shapes for a specific position, like Manager or Vacancy. Please keep an eye out for that video series in the coming weeks, and thank you for watching!

[@RubinaAman]

That'll be fab ! Eagerly waiting for it to come out!

[@eslamebied1294]

Thanks so much this is so helpful ! May i ask you to 1- Upload the excel file you used 2- Is there a similar way to automatically draw the work flow chart or other charts using the link between excel and Visio Or we can re articulate this question to be: What is the list of the charts that supports linking to excel ?

[@AccelerateComputerTraining]

How do I upload the Excel file here into the comments area?

[@AccelerateComputerTraining]

I cannot find anywhere a list of all the Visio diagram types that can or cannot link to an external data source (like an Excel sheet). However, in my experience, most diagram types can link external data to shapes in such a way that if the data changes, the diagram can be refreshed to update the data on the shapes. Here are two excellent articles. This first one reminds us that there are two steps to linking data in Visio: first, connect the external data file to the Visio diagram file, and next, connect each row of data to a shape: www.microsoft.com/en-us/microsoft-365/blog/2013/04/25/data-linked-diagrams-linking-data-from-an-external-data-source/ This next article shows several ways to handle that second step, of linking rows to shapes: support.office.com/en-us/article/tips-and-tricks-for-linking-data-b5de55e0-7407-48cf-bf99-43d1c267c294

[@eslamebied1294]

@@AccelerateComputerTraining FOA i want to thank you for your caring and replying :) I don't know how to upload the file here, but this is my e-mail if you can send it to me Thanks in advance [e-mail]

[@eslamebied1294]

@@AccelerateComputerTraining thanks so much, i'll read them and feed you back Thanks for caring

[@chaiyya345]

Hi, thanks for sharing. It really helps

[@simondudnjik7668]

Hi Tim. Great video! Really explains nicely how to link external data to an org chart. However I would like to know if a workaround for refreshing org drawing exisit. E.g. when I change a line manager, the data gets updated when refreshed, but the org chart drawing remains the same. It is easy to drag-drop it for a change or two, but image doing that for all the changes in an organization of several thousand employees. How would you approcah this scenario? Thanks a lot for your input!

[@AccelerateComputerTraining]

Thank you, Simon, for your kind words. Sadly, I know of no way to automate large numbers of changes to the org chart diagram. Updating the data is easy, but the diagram does not redraw itself. If I knew of a way, I would most certainly share it.

[@guidias02]

​@@AccelerateComputerTraining Hi Tim, I'm with the same issue right now. All data is linked, however, I don't have the automatic redraw. Did you discover how to do that?

[@AccelerateComputerTraining]

@@guidias02 Hi Gui! At present, Visio does not update connectors or any other aspect of the org chart diagram after we change the Excel data. I am sorry to have to bring such bad news.

[@mindlost0110]

Just what I was looking for. Thanks Tim.

[@PoppaMorris]

This was really helpful, thank you. I haven't managed to get to the end of the video so you may already address this, but I have an issue whereby the there are areas of the org structure that either don't have a line manager of the position is vacant. In scenarios like this Visio will move the employees in that team to the line manager above, skewing the org chart. Does anyone know how I can remedy this so that they display in their own team even if there is no line manager present?

[@AccelerateComputerTraining]

I think most people include a row of data in their Excel sheet for jobs that are vacant, just as a placeholder. Use a generic name for the employee, like "Vacant Position" but include data in their SupervisorID field so Visio knows where to put them on the org chart.

[@taylorsailor21]

Thanks so much! Great video.

[@summerjandersen9159]

what if we change a manager? In my org chart I have changed the manager of a current employee in the excel data but it doesn't change the shape even though it is linked, I can see the shape data is correct but the actual shape does not move. I have tried to click Re-layout.

[@khanjii240]

Thanks for very good and informative lecture. I need your help. Can you tell me where I can find Data Tab in MS visio 2016. So that I can Link Data to Shapes.

[@AccelerateComputerTraining]

There is no Data tab in Visio Standard. You need Visio Professional.

[@Caersy]

Thank you very much! This is so helpful, Thumbs up!

[@AccelerateComputerTraining]

You are very kind, Charles! Thank you!

[@benswarts53]

@@AccelerateComputerTraining Hi There - I am trying something. I hope you are still there and able to help. I used an Excel sheet and created a Visio Org. I made changes in Visio (moved people now reporting to different supervisors). Now I would like to Export the Visio into an Excel showing employees reporting into the new Supervisors. Is there a way to do it? Basically do the reverse - take the Visio and get a complete Excel .

[@AccelerateComputerTraining]

@@benswarts53 In the version of Visio that I am now using, Microsoft Visio Plan 2, which is a subscription, there is an Export command on the right side of the Org Chart tab of the Ribbon. It creates an Excel worksheet from the data of an existing Org Chart.

[@ingobeyer7927]

Very very helbful. Thank you sooooo much!!!

[@jessicamunchkin1937]

Hello, when I select all shapes to turn off data graphics, the Data Graphics options are greyed out. Any ideas why? Please advise. thank you so much.

[@martymatt17]

I need some assistance. When I click "link data to shapes" and I select the excel workbook on my computer then click "Next." Visio reboots and I can't go any further.

[@mrsjoydaniel]

Hello Tim, I am so glad I found your video. I can't seem to figure out how to choose shapes that do not have a space for a photo. Can you help me figure out how to get the grey placeholders for photos not to show up?

[@AccelerateComputerTraining]

Thanks Joy! The quick way to hide picture placeholders from org chart shapes is to select all the shapes (press Ctrl+A on the keyboard) and then on the Org Chart tab of the Ribbon, in the Pictures group, click the Show/Hide button. If your drawing has multiple pages, you would have to do this page by page. The other way to hide picture placeholders affects all shapes in the drawing, even on multiple pages. Here's how: 1. You must have the Document Stencil showing. If it is not already showing, in the Shapes panel on the left, click More Shapes > Show Document Stencil, which will then appear among the other stencils in the upper-left. 2. Select the Document Stencil. 3. In the Shapes panel on the left, right-click the shape you wish to edit (like Manager or Position) and choose Edit Master > Edit Master Shape. The master shape opens in its own window. Here, you can format the master shape with what Fill, Line and Text attributes you like. To hide the picture placeholders: 4. Right-click the shape and choose Show Shape Sheet. A scary window opens showing measurements and formulas for every attribute of an org chart shape. Near the top is a property called User.ShowPicture. It usually contains a formula of =IF(User.ShapeType=4,0,1). 5. Enter a zero (0) in place of the formula, which means FALSE or "No, do not show the picture" and then press Enter. 6. Close the Shape Sheet window. 7. Finally, close the Edit Master Shape window. A question appears asking if you want to update the master and all its instances. Click Yes. The appearance of all the shapes based on that master should change. You will need to repeat steps 3 through 7 for all the other shape masters that are used in your org chart until none of the shapes have picture placeholders.

[@trishhopkins6575]

Hi Tim - I have an issue in that my Excel has a Column "Position" that I need to display as a field in my shape, however "Position" is not a choice under my Data File Columns when I am in the "Choose the columns (fields) from your data file that you want to display" dialogue box. Any idea why this column is missing? This column is a number, if that makes a difference (75652, for example). I do see it in my previous dialogue box "Choose the columns (fields) ... define the organization".

[@AccelerateComputerTraining]

Trish, thank you for watching! Your "Position" situation is perplexing. I just tested it by adding a new column, Position, to the end of the same data sheet I used in the video. I used numeric data in my Position column, just like yours. Be careful that you do not have any blank columns interspersed with your occupied data columns in your Excel sheet. In my test, the Position field appeared in the drop-down lists and scrollable pick lists of the Wizard along with the other fields. You may have to scroll down to see it in the step of the Wizard that your question alluded to. I hope one of these tips may help.

[@verityeye]

Hello Tim! Very helpful video, thanks a lot! A question I have is why do you introduce EmployeeID and SupervisorID values, can't the Name (first+last name) be used instead? Except for the situation when there are two people with identical names (which I consider as very rare exception), I do not see why Name cannot be used as unique identifier.

[@AccelerateComputerTraining]

Thank you for watching, Ihor! Technically, we could use names as the identifiers for employees and supervisors. However, I strongly recommend, and most database developers and data managers agree, using ID numbers instead of names for several reasons: 1. ID numbers are simple to implement. 2. ID numbers are guaranteed to be unique, while names are not. My name, for example, is extremely common in the U.S. 3. It is much easier to make a typing mistake when entering a name than typing a number, and harder to notice. 4. Names may change over time because of marriage, divorce, or legal name change, which would break the relationships. A person's number, however, will never change.

[@kollartunde8622]

Hi Tim, excellent video. Thanks a lot! Just one question though: I need to create such an organigram where there are divisions only and not people. I managed to do it from Excel and it looks fine. But, one problem though. The automatic shape includes a place of the photo which I would not need since these are divisions. Is it possible somehow to change the shape so the blank photo does not appear on the left of the shape? I'd appreciate your answer. Many thanks!

[@AccelerateComputerTraining]

Thank you very much, Kollar! The quick way to hide the picture placeholders from org chart shapes is to select all the shapes (press Ctrl+A on the keyboard) and then on the Org Chart tab of the Ribbon, in the Pictures group, click the Show/Hide button. If your drawing has multiple pages, you would have to repeat this for every page.

[@davidnewton3064]

The visual hierarchy doesn't seem to be updated when the excel data changes. For example changing an employee who reports to EMP_ID 1 to EMP_ID 5 is not reflected on the chart. Not the Re-Layout button nor the Refresh All. Any tips here?

[@AccelerateComputerTraining]

You are right, David. Visio does not update the connections on the org chart even if we assign an employee to a different supervisor in the Excel data and refresh in Visio. You have to manually delete the connector line between the employee shape and the former supervisor shape (click the line and then press the Delete key). Then drag the employee shape onto the new supervisor shape to establish the new connection. If necessary, use the Re-Layout button to improve the positions of the shapes.

[@oldman1137]

If the position is vacant, like to see in a different colour to filled postions so on a Org chart easy to see open roles. Struggling with this.

[@AccelerateComputerTraining]

Thank you for watching, and for your question. Data Graphics can vary the colour of org chart shapes. Perhaps you could add a Vacant column to your Excel list and set it to 1 (one) for positions that are vacant and 0 (zero) for positions that are not vacant. Then add a Data Graphic to the org chart shapes based on the Vacant field that varies the color by value, using your "normal" color for zeroes and your special colour for ones.

[@julianpaullopez3801]

Amazing video, thank you

[@AccelerateComputerTraining]

Thank you very much, Julian!

[@julianpaullopez3801]

@@AccelerateComputerTraining You're welcome, one question: is there any possibility that I can add more information once i have already created the Org charts? For instance, in your case would be to add the salary to the chart.

[@AccelerateComputerTraining]

@@julianpaullopez3801 Yes there is, but it is not as automatic as one might wish for. Here's how: 1) Add the additional columns of data to the Excel list, including column labels in row 1. 2) Save the Excel workbook. 3) In your Visio org chart diagram, go to the Data tab of the Ribbon and click the bottom half of the Refresh All button. From the menu of choices, click Refresh Data. 4) Select the Excel data source and click the Configure button. 5) Make a mental note of the filename listed after Location: because you will have to find that same file. Then click the Change Data Source button. 6) In the Data Selector Wizard, choose Microsoft Excel workbook and click Next. 7) The wizard asks "What workbook do you want to import?" It probably has the correct Excel file already specified, but look closely to make sure. It the wrong file (or none) is specified, click Browse and find it. Then click Next. 8) The wizard asks "What worksheet of range do you want to use?" Choose the sheet from the drop-down menu and click Next. 9) Click the Select Columns button and put a checkmark next to the new column(s). You may have to scroll down in the list to see them. Click OK and click Next. 10) Click Finish to conclude the Data Selector Wizard. 11) Click OK in the Configure Refresh dialog box. 12) Click the Refresh or Refresh All button in the Refresh Data dialog box, then click its Close button.

[@shellytownsend8281]

This video helped me out so much! Thank you for posting! I have one question, I broke my org chart across multiple pages. I only want to show direct reports under each manager but under the CEO it is showing the whole company. Is there a way to tell the program to show only direct reports under CEO? I appreciate your time!

[@AccelerateComputerTraining]

Thank you, Shelly, for your kind comments! I am sorry, but I do not know any way to limit the page breaks to include only direct reports. Does anyone else have a suggestion that will help Shelly?

[@susankulbersh3606]

When using the Wizard, choose "I want to specify how much of my organization to display on each page". Click Next, when you "Add a Page" or "Modify a Page", in the "Choose how yo want your org chart page to look", select the drop-down arrow for "Number of Additional Levels": choose “1” for that page. If your Org Chart is already created, select all of the Manager level boxes on that page, then click the “Show/Hide Subordinates” button in the "Arrange" group on the "Org Chart Tab".

[@rishrahul]

Super stuff ,Helpful :)

[@JuliliaP]

Thank you for the video. Question, I have a multi paged (27) ORG chart, however I need to change the default visio style, how do i get this do in a timely manner?

[@AccelerateComputerTraining]

Have you tried applying a different design theme? Click the Design tab of the Ribbon and then try out the many design themes in the Themes gallery. They can really change the look and feel of your diagram. Or perhaps you wish to change your org chart diagram shapes. In that case, go to the Org Chart tab of the Ribbon and experiment with different shapes in the Shapes gallery. I think both of these changes span multi-page org charts, though I may be wrong.

[@user-sd2rf1bf7j]

Hi, I have problem. When take from external data my new emloyee, a have in box just name of position and no name, just tittle. Do you know how setting it?

[@buzzrabone]

Awesome video. One question I have a team that their manager is the executive so there is no manager belt so when upload Visio automatically puts them flat on the management level. Any tips on how I can show them all report to the top level without management belt but retaining the nice management subordinate structure arrows

[@AccelerateComputerTraining]

Matthew, thank you for watching! I probably do not fully understand your scenario, but the most important thing to do is to, in Excel, set the SupervisorID (or Reports To) values for those employees to the correct person, in your case, the "executive" you mentioned. That is what Visio uses to determine the subordinate structure arrows. You can always change their Position Type in Visio later, which governs the formatting/appearance of a shape in the diagram.

[@manojkumarexcel]

Good👍👍

[@AccelerateComputerTraining]

Thank you very much for watching!

[@mustachesandglasses4553]

I have updated a title in my excel spreadsheet. When I refresh, the change appears in the shape data but does not change in the actual box in the org chart. I also notice that for some reason I have two "Title" Fields listed in my Shape Data Box. One is in all caps and the other is First capital and then small letters. I though I figured it out by Defining Shape data and removing the Title (lower case one) since the all caps TITLE was the one showing the updated title. However, after refreshing, that did not solve the problem. I have recreated this Visio Org chart several times from scratch thinking I did something wrong and everytime, I get two "Title" entries on my Shape data and changes to title do not update. Can you help? Thanks in advance.

[@AccelerateComputerTraining]

Hello Mustaches! Thank you for watching, and for your question. Starting at 2:21 in my video, I explain that Visio ASSUMES that you will have five specific columns in your Excel data sheet, and that if you do not have them, it will add them along with your other fields anyway. Crazy, I know, but that's what it does. You simply need to change the typing of your TITLE column heading in Excel to Title and then build the org chart again. I believe that will solve both your problems.

[@debhatton5871]

Excellent! thanks

[@samuellux2962]

I have a quick follow up question - is it possible to show in the excel table a person that is reporting into several managers ? thanks

[@AccelerateComputerTraining]

Samuel, thanks for watching! To my knowledge, there is no way to represent in the Excel table a person who reports to multiple managers.

[@shellytownsend8310]

Thank you for the awesome video! I have one quick question, Im breaking my org chart into pages which I built in the wizard. But I only want direct reports listed and my CEO page has direct reports and all subordinates. Anyway to change that to just direct reports? I appreciate all your help and your great video!

[@AccelerateComputerTraining]

Thank you, Shelly, for your kind comments! I am sorry, but I do not know any way to limit the page breaks to include only direct reports. Anyone else have a suggestion that will help Shelly?

[@susankulbersh3606]

When you choose "I want to specify how much...to display on each page", under "Add Page" or "Modify Page" you can choose the "Number of additional levels": the default is All Subordinates, but you can choose: 0, 1, 2, 3...

[@SelectaZero]

Hi Tim, thank you for the video, extremely helpful. Instead of an org chart, I would now like to create a diagram of the group structure (holding, subsidiaries, subsidiary groups) with the share ownership information (share type, % nominal/economic/voting rights) displayed on the arrows/connectors. Is there a way automatically import this from an excel spreadsheet to Visio? Best wishes, Tiago

[@AccelerateComputerTraining]

Thank you for watching, Tiago, and for your kind words! I am sorry to say that I do not know of a way for Visio to add any information (including share ownership) automatically from a data sheet to the connectors of a diagram, only to the shapes. Sorry! If you discover a way, please let me know!

[@felipe.riquelme]

Hi Tim how are you? Thanks for the tremendous tutorial, I am writing because I am interested in trying to automate the link of dependence on shapes, for example when someone is promoted in the organization in Excel file

[@AccelerateComputerTraining]

Felipe, I do not think there is a way to automate a change to the org chart diagram when there is a change in supervisor, like when someone is promoted. If there is a way to do it, I have not found it. One by one, you have to delete the connector line between the old supervisor and the employee, then drag the employee shape onto the new supervisor's shape to connect them (as shown at 20 minutes 38 seconds in the video), then drag the employee shape into a good position or click the Re-Layout button.

[@tetr4182]

Hi Tim, thanks for the excellent video. Is it somehow possible to update the shape data when the external excel data is changing? Lets assume that every supervisor has a number that tells you, how many subordinates are below him. When i change this number, from 9 to 10 for example, my shape wont update 😭 Do you have any idea? Thanks in advane.

[@AccelerateComputerTraining]

Thank you for watching, and for your question. Matthaeus! Yes, indeed, we can make the shape data in the Visio org chart update if the source Excel data changes. Carefully follow all the steps shown in the video to make the connection between the org chart and the Excel list. Also, be sure to save the changes you have made in Excel and then Refresh Data in the Visio org chart. If it still doesn't work, there may be some other issue at play.

[@tlhewitt2631]

Thank you for this video! Do you have an updated video for how to do this on the latest version of Visio?

[@AccelerateComputerTraining]

Yes, in fact, I have started a series of videos showing how to do this in Visio 2019. Here is the link to the playlist: kzbin.info/aero/PL6me5eCBw9FVviw4L3z-7j1QiN3xVDmDL

[@tlhewitt2631]

Thanks for your response! Do you have any plans to do a video / demo for Microsoft Visio 2021 Professional ? I'm trying to figure out how to link org charts to excel data in that version, but I've noticed the settings you show from 2013 version are not the same.

[@AccelerateComputerTraining]

@@tlhewitt2631 I do not have version 2021 Pro; the version I use now is Visio Plan 2, which is constantly being updated by Microsoft. They have redesigned and relabeled a few things, but the big picture is still the same. Perhaps if you tell me where the instructions in my latest videos do not match up with what you see in the 2021 Pro interface, I can explain how to do it. Where are you getting stuck?

[@tblaschke1]

Can this work in reverse, ie, once I've built an org chart can I change a relationship in Visio (say drag an employee over from one supervisor to another) and will it update the excel data to change those employeeid supervisorid relationships?

[@AccelerateComputerTraining]

That would be very cool, Thomas, but sadly, Visio does not do that. Perhaps some clever VBA macro programmer could create that behavior, but it is not built in to the software.

[@steplaland]

So the org chart can't "re-layout" itself with changes in supervisor name? I have to update following a significant reorg.

[@AccelerateComputerTraining]

Sadly, you are correct. But remember to use the Re-layout button; it can save you much time.

[@iwonapaluch5880]

Hi Tim, thank you for this video. What in case of the international organization when some of the positions can be placed under the vice president of the market however they report to en external position? In what way we can have these positions under vice president? Or what in case of vacant positions? Can we track it somehow in visio with reference to the Excell file? Thank you in advance.

[@AccelerateComputerTraining]

Iwona, thank you for watching our video! For a vacant position, you might want to add a row to your Excel sheet for it with a generic employee name like Vacant Position. Regarding employees who report to an external position, I do not know how Visio would support that.

[@dishantzala2232]

Hi Tim, Excellent video, very helpful. One Query though: I changed manager ID in excel file and refresh the data in visio still the employee shows under old manager in chart? Can you please help? Thanks

[@AccelerateComputerTraining]

Dishant, that is an excellent question! I should have addressed that situation in our video. However, here is the solution. First, select the employee's shape in the chart and press the Delete key to delete it. Don't worry, we will bring it back! Next, add the employee back onto the chart as though they were a new employee by following the instructions in the video that start at 19 minutes 11 seconds.

[@dishantzala2232]

Thanks for the prompt reply. So, there is no other faster way to do this?

[@AccelerateComputerTraining]

Dishant Zala No, none that I am aware of.

[@md.shahriarchowdhurysunny5520]

I had the "Link Data Shape" between my excel file and visio organization chart. But when I insert a new record into the excel, I found that my visio could not update and change the chart itself when I refresh the "Data Shape" in visio. Is there any way to do it or I can only recreate the organization chart again?

[@AccelerateComputerTraining]

I show how to handle new records starting at 18 minutes 01 seconds into the video.

[@Psychoukie]

This is great, but I am having some issues. When I update an employee's manager in the spreadsheet I cannot seem to get visio to recognize the change.

[@AccelerateComputerTraining]

Nina, thank you for watching! When you change an employee's manager in the spreadsheet, Visio is not able to make the change on the org chart automatically. You will have to do it manually. Step 1: Disconnect the employee from their former supervisor by selecting the connector line between the former supervisor and the employee and pressing Delete on your keyboard. Step 2: Drag the employee's shape onto the new supervisor's shape as shown in the video starting around 20:37. This connects those two shapes. Step 3: If necessary, click the Re-Layout button on the Org Chart tab of the Ribbon to improve the positions of the shapes.

[@kimleangchhor3812]

Thank you for the video. Anyway, I have a question regarding adding new data to data shape (in the existing file). For example, at first, we chose to display Name and Position in the data shape right? so the data shape will only display those data. what if I want to add another data like Employee ID into data shape (not data graphics), how can I do it beside redo it again?

[@AccelerateComputerTraining]

To add or change the data values that appear in each org chart shape (not the data graphic), follow these simple steps: 1. Open the org chart in Visio. 2. Click the Org Chart tab of the Ribbon. 3. Click the Dialog Box Launcher button (the tiny square with an arrow pointing down and to the right) that is located in the lower-right corner of the Shapes group of the Ribbon. This should open the Options dialog box. 4. There are two tabs in this dialog: Options and Fields. Click the Fields tab. 5. For Block 1, choose which fields you wish to display. 6. Use the Move Up and Move Down buttons to rearrange the fields as needed. 7. Likewise for Block 2, choose which field you wish to display, if not the Name field. 8. Click OK when done.

[@kimleangchhor3812]

@@AccelerateComputerTraining Thank you for your fast response. Anyway, I have another problem which could not be solved y myself which is photos. For instance, first I create Org. Chart without link with Photo Folder, then after I have done everything and want to add photos (automatically based on unique number/ID that we set), it cannot be done. When I chose Multiply photo, they said I have to rename the photo to name format which I find it is really difficult. Therefore, how can I add photo automatically into an existing Org. Chat? Thank you very much for your help. Regards,

[@AccelerateComputerTraining]

You must store all your photos in the same folder and name your photos in a way that allows Visio to match each one with the appropriate org chart shape. Difficult? Yes. But easier than applying photos one by one.

[@danceatlantic1]

Why is it that all of my source data is not copying over into visio? I've checked the excel numerous times and it is just not working. It's still short about 5 or 6 out of 78. Secondly, I need all my data on one page-I've tried everything but it still breaks it into 3 pages. Please I need help!

[@AccelerateComputerTraining]

It is difficult to fit 78 shapes on a single page of an org chart. The font sizes and shapes would need to be very small. As for the missing data, I could not solve it without seeing the data.

[@scottgibson8464]

If you only selected a couple of fields to be displayed on the shape during the wizard, but later need one of the other data fields to display on the shape, how would you accomplish that?

[@AccelerateComputerTraining]

Hi Scott, thanks for your question. I have studied and explored for more than an hour and, sadly, cannot find a way to add additional data field values onto the shapes of an existing org chart diagram other than one at a time. I tried editing the master shape - no good. I think you would have to start over and run the wizard again. If anyone has found a way, please let us all know!

[@eslamebied1294]

I used your solution to visualize a folder tree, Can i automatic link the shape to the associated hyperlink ( address path ) that is already in the excel file ? Also, Can this be expandable and collapsible ?

[@AccelerateComputerTraining]

I do not see a way to use a column of data in the external data source as a hyperlink destination for a shape. Does anyone here know of a way to do this?

[@rajeshsharma505]

When I am trying to change the Supervisor data the Org chart does not change automatically (but updated data reflects in the External Data side window), any possible way to refresh the Org chart also with change in Supervisor ID (and other related details of supervisor)

[@AccelerateComputerTraining]

Rajesh, thank you for watching! When you change an employee's supervisor in the spreadsheet, Visio is not able to make the change on the org chart automatically. You will have to do it manually. Step 1: Disconnect the employee from their former supervisor by selecting the connector line between the former supervisor and the employee and pressing Delete on your keyboard. Step 2: Drag the employee's shape onto the new supervisor's shape as shown in the video starting around 20:37. This connects those two shapes. Step 3: If necessary, click the Re-Layout button on the Org Chart tab of the Ribbon to improve the positions of the shapes.

[@MsHeritagegirl]

Hi - is there a way to edit the role type column in the Table1 that is the linked table? I would like to add titles that represent my organization's structure. I am stumped - can't find the editable source for table1.

[@AccelerateComputerTraining]

I am sorry, but I do not know what you mean by the "role type column". Is that a column in your Excel data list or table? If so, it was likely available to use as a Shape Data field, as discussed in the video at 6 minutes 36 seconds.

[@davidnewton3064]

How do you re-run/re-apply the wizard when you want to change which fields to display? Has to be a better way than creating a new document and starting over. Also, is there a way to concatenate displayed fields?

[@AccelerateComputerTraining]

David, thank you for watching! Do you want to change which fields display in the shapes, or change which fields are linked to the org chart as Shape Data? As for concatenating displayed fields, I do not know of a way to do it in Visio, so I suggest doing it in the Excel data sheet, as concatenation in Excel is very easy. I recently posted a video showing how to do that on this channel at kzbin.info/www/bejne/n6qyqKtsl7tlrZo

[@davidnewton3064]

@@AccelerateComputerTraining Thanks for the quick response. I want to change what is displayed in the shape. Lets say I forgot to put a field in there or another column was added to my data. How do I modify the list of fields displayed?

[@AccelerateComputerTraining]

​@@davidnewton3064 It is surprisingly easy, but not obvious, how to change the fields that are included on org chart shapes. 1. Click the Org Chart tab of the Ribbon, and in the Shapes group, click the dialog box launcher button (the small arrow pointing diagonally down and to the right). 2. In the Options dialog box that opens, click the Fields tab. 3. There are two "blocks" of content in each org chart shape, Block 1 and Block 2.Use the checkmarks to specify which of your data field(s) should appear in Block 1, and use the drop-down menu to specify which field should appear in Block 2. 4. Click OK when done.

[@davidnewton3064]

@@AccelerateComputerTraining thanks. The prerequisite to this working is to have your shape data linked. Trying to add new fields to your shapes before you import and link your data only allows you to change to fields elected when using the wizard.

[@robyngrob105]

Hi Tim. Thanks for this very helpful video. However, I cannot find the Data tab in Visio 2016 (standard). Do I need to have Visio Professional to link my org chart to the Excel data? Thanks very much :)

[@AccelerateComputerTraining]

Yes, Robyn, you are correct. That feature is not available in Visio Standard, only in Visio Professional. Sorry!

[@robyngrob105]

Thanks very much Tim.

[@robyngrob105]

Hi Tim, A few more questions if you don't mind helping more. 1. I have set up an org chart with unique identifier as position number. It takes some manual manipulation to make it look good (eg. I have to adjust subordinate's relative position so that higher levels within a team are shown closer to the 'boss'). If I get Visio Pro, I will be able to link the data as you have shown in your video. We get updated Excel spreadsheets from our HR dept every fortnight and it would be great if we could easily update the org chart I have manually play with using the new data (rather than re-set up a new org chart every fortnight). So, I want to check that I can do this in Visio Pro - can I pull data from a new Excel spreadsheet into my current org chart or does it only work if I manually (within Visio) update the data/spreadsheet already linked to my org chart in Visio as you show in the video? 2. We have a specific way of noting various levels within the organisation (Executive, Program Leader, Team Leader, Individual contributor). I can use the standard templates for Executive, Manager (Team Leader) and Position but it then takes some manipulation to recolour to our standard colours (eg. Exec is purple, Program leader is orange). Also, I set up each team on different pages so it automatically makes the team leader into an Executive shape and then I have to manually fix that. I have created a Stencil with the colours I need but all I can seem to do with that is to drag a shape onto the page rather than to use this to define a shape (eg. drag the shape onto the stencil to have it reformat to the stencil format). I would like to be able to easily amend a team leader who is incorrectly shown as an Executive using the stencil - is this possible? 3. We don't have photos of staff so I don't want to show this and do so in the Wizard but it still shows the blank image in the org chart. I can Select All on a page and click Show/Hide to remove this but as we have 60 pages in our org chart, this is time consuming. Is there a way you can select all on all pages to make a simple change such as this across the whole org chart, rather than do it page by page? My apologies for all the questions. I have tried to find someone in Brisbane (Australia) who is a Visio guru but, whilst we have many, the ones I can find seem to only know process flow charts in detail! Thanks very much for any assistance you can provide. Regards, Robyn manually

[@AccelerateComputerTraining]

Robyn, To question #1, as long as the column heading labels in row 1 are identical in the new spreadsheet to the column headings in the original spreadsheet, then you can successfully update the org chart with the new spreadsheet. To do so, you will change the Data Source that the org chart is based on. Here are step-by-step instructions for Visio Pro 2013. On the Ribbon, click Data > Refresh All > Refresh Data, click the Configure button, and click Change Data Source button. Go through the Data Selector wizard step by step. Early in the wizard, you will be able to click Browse and navigate to the new file. At some point, you may see a warning that "Selecting a new data source may break database links to existing shapes. Don't panic, just click OK. Once you have completed the wizard, click the Refresh button to update your org chart. Finally, click Close to close the Refresh Data dialog box. For question #2, are you asking how to change someone's position type? If so, right-click on the person's shape on the org chart, point to Change Position Type and choose the new position type. If, on the other hand, you are asking how to edit the stencils upon which your shapes are based, I can tell you I have had only frustratingly little success. Here is what I know: You must ask Visio to show the Document Stencil in order to edit shape masters. In the Shapes panel on the left, click More Shapes > Show Document Stencil, which will then be added to the list of stencils in the upper-left. Select the Document Stencil. Right-click the shape you wish to edit (like Manager xxx or Position xxx) and choose Edit Master > Edit Master Shape. The master shape opens in its own window. Format the master with Fill and Line and Text attributes like you would a regular shape. When done, close the window. A question appears asking if you want to update the master and all its instances. Click Yes. The appearance of all the shapes based on that master should change. However, the design theme you have chosen for the org chart may use different colors than the ones you chose when editing in the Shape Master window. Frustrating, right? And sometimes, shapes do not update, in my experience. For question #3, try this. While you are editing a master shape as mentioned in answer #2, right-click the shape and choose Show Shape Sheet. A scary window opens showing measurements and formulas for every attribute of an org chart shape. Near the top is a property called User.ShowPicture. It usually contains a formula of =IF(User.ShapeType=4,0,1). Just type a zero (0) instead, which means FALSE or "No, do not show the picture" and then press Enter. Next, close the Shape Sheet window, and finally, close the Edit Master Shape window, updating all instances when asked. I hope all this helps! Best wishes, Tim Jones Accelerate Computer Training

[@robyngrob105]

Hi Tim, You have been so helpful - I really appreciate it!

[@ArifSRahaman]

I would like to create a Bill of materials using this organizational method. is there a way to have duplicate entries? for example I have the same screw throughout various assemblies.

[@AccelerateComputerTraining]

Arif, I don't know how Visio's org charts would respond if you had more than one row of Excel data with the same unique identifier value, i.e., the same PartNumber, in your case. I assume it would not work well, but please let me know what happens.

[@ArifSRahaman]

Accelerate Computer Training I just had to work around that. I sorted duplicate values in my data and put underscores after the number to represent a different value to visio but the number stays the same....it worked but i only had a few duplicates. In my bigger assembly it may need some sort of a different modifier. Is there a way to create a template/code so that it can understand bill of material logic?

[@AccelerateComputerTraining]

Not that I know of, Arif.

[@uzairqazi1364]

I have Microsoft Visio 2007, I am facing the issue while uploading the data from excel to Visio through wizard method , in the end I got error of "your organization data contains 79 entries that are not in the organization" ?? I don't understand the error ,kindly guide how can I resolve this

[@AccelerateComputerTraining]

Uzair, thank you for watching, and for your comment. It would be difficult for me to know what caused that error without seeing the Excel data sheet. Are you sure you structured it exactly like I describe in the video, including all the necessary columns? Also, if you have any blank rows within your data, remove them.

[@Warmwinterz]

I work in human resources and have to update our org charts monthly...fun stuff!There are about 350 employees spread out over 15 divisions. I have been updating each chart individually along with the master chart that list all employees and divisions. Is there a way that i can just update the master chart and "hide" the divisions that i do not want to include to create smaller, individual, division charts, kinda like excel? There has to be an easier way than what i have been doing

[@AccelerateComputerTraining]

Demetrius, thank you very much for watching my video! It is hard to tell if there is an easier way to do what you are doing without knowing more precisely what you have and what you want. I would be happy to consult with you on this question, for an hourly fee. If you are interested, please fill out the contact form on our website at www.acceleratecomputertraining.com to reach me.

[@Warmwinterz]

@@AccelerateComputerTraining i wouls just like to filter out people/divisions/department's that i dont want

[@AccelerateComputerTraining]

@@Warmwinterz If you mean that you want to apply filtering to the list(s) of data in Excel, Visio pays no attention to row filtering applied to the data set. If you mean that you want to apply some kind of filtering in Visio, I do not know of a way to do that. Perhaps someone else here could contribute to this discussion.

[@reblyn76]

I'm not finding the same path to link data to shapes in Visio 16 Pro. Can you provide guidance?

[@AccelerateComputerTraining]

Becky, thank you for watching and for your question. As best I can remember, Visio 2016 Pro offered the same data linking capabilities as 2013 Pro. It is the Basic versions of each that do not offer any data linking features.

[@wilmarkjohnatty4924]

Very good video, if only we didnt have to use those silly oversized employee blocks

[@AccelerateComputerTraining]

I totally agree!

[@umutciniviz3524]

thanks

[@AccelerateComputerTraining]

My pleasure! Thank you for watching.

[@sharmathe]

My org chart does not update if I am changing the supervisor data even if it is linked

[@AccelerateComputerTraining]

I do not think there is a way to automate a change to the org chart diagram when there is a change in supervisor. You have to delete the connector line between the old supervisor and the employee, then drag the employee shape onto the new supervisor's shape to connect them (as shown at 20 minutes 38 seconds in the video), then drag the employee shape into a good position or click the Re-Layout button.

[@rimdzakyhaidar4122]

When I import file from excel why cannot be opened? It look like "unable to read names from your file"

[@AccelerateComputerTraining]

It is hard to tell why the names cannot be ready from your Excel file without first seeing your Excel file. Does your Excel file have its data arranged in the same way that you see in my video? And do you have Visio Pro, or only Visio Standard?

[@gausselim1474]

What if a name reports to more than one supervisor? This happens all the time at my company. How do you solve that? Noone doing these videos seems to want to address this?

[@AccelerateComputerTraining]

Microsoft Visio has no support for and makes no provision for the case where an employee reports to more than one supervisor. That is probably why no one addresses it, because Visio cannot handle it automatically. I think you would have to draw in the connectors manually once the organization chart has been created and linked to the Excel data.

[@gausselim1474]

@Accelerate Computer Training Thank you for responding! I had a feeling that was the case. I'm just surprised that in this day and age, Microsoft hasn't devised a workaround yet. I have already began entering all the information, Manually. Cheers!

[@patty7736]

Hello, not sure if this has been asked already but is there a solution for Visio pro-2013 trying to link data to excel 2016 worksheet once I select the file and hit next Visio just crashes every time. has anyone come across this issue and have a solution? Thanks

[@AccelerateComputerTraining]

Patty, I apologize for taking so long to reply. I was hoping one of our followers would chime in with an answer. I did a quick Google search on the issue and it seems to be a known incompatibility between Office 2013 and 2016 products. This quote appears in a loosely-related forum post on answers.microsoft.com, "This problem has been admitted by Microsoft and at the moment there is no other solution than upgrade Office 2013 to Office 2016 or downgrade Visio 2016 to Visio 2013."

[@kathleengardner3070]

is there a way to eliminate all the picture blocks in the shapes? Can you "hide" all of them or do you have to do it individually.

[@AccelerateComputerTraining]

Kathleen Gardner Yes, you can. Select all the shapes of the org chart and then click the Show/Hide button in the Picture group on the Org Chart tab of the Ribbon.

[@kathleengardner3070]

Thank you. I do have almost 1,000 employees in the org chart. I'll need to highlight every box then.

[@AccelerateComputerTraining]

Kathleen Gardner Use the Select All command as shown in the video. It is on the Home tab of the Ribbon, on the far right.

[@kathleengardner3070]

Thank you!

[@ordinarylifeasia]

Thank you

[@biswalmonalisa]

My Visio 2013 doesnt have a Data Tab. What could be the possible reasons? I cant link the data to the excel file i created without the data tab, please help

[@AccelerateComputerTraining]

Monalisa, you need Visio Pro to use the Data tab. Visio Standard does not include those features.

[@biswalmonalisa]

@@AccelerateComputerTraining - Thank you for the response. It was much help!!!

[@camilomondragon1014]

how can i opening the information if my source it's too big, maybe 5000 people with some 350 charges?. I mean in some sheets.

[@AccelerateComputerTraining]

Camilo, I have never built an org chart with that many employees, and I do not know what you mean by "350 charges." However, the Org Chart Wizard asks a question near the end about breaking the diagram up across multiple pages. I do not really address it in the video, but you should probably look into that approach, because 5000 objects will not fit well on a single-page diagram.

[@mjwood6970]

Hi, i have a situation where the existing substantive employee is performing higher duties or seconded to another role and I need to input the details of the person acting in the role for that period. How should I do this in my excel spreadsheet and will it know which field to take it from? Thanks. MJ

[@AccelerateComputerTraining]

Just to make sure I understand your question, MJ, you have an employee (we'll call her Ann) who needs to appear in a different place on the org chart diagram for a period of time? Or does she need to appear in two places (her main role and her temporary elevated role)?

[@mjwood6970]

Correct. Currently I am contracting in a position for a period of time which is held full time by an employee who is seconded to a different department but the position belongs to her, although, I need the current employee (whether a contractor or FTE) from another department who is filling the role to appear on the chart. I feel like I need to show the current incumbent who is doing the position even though the role belongs to someone else permanently.?? does that make sense. So far i have created 2 columns. Substantive Name (who the role really belongs to)and Current Name (person, like myself, performing in the role now). Cheers heaps.

[@mjwood6970]

Correct. Currently I am acting in a role that belongs to someone else full time. The substantive role belongs to them but I am the current incumbent for the period of 12 months. I have created 2 columns, 1 for the substantive person and the other for the current incumbent (like me). How should I best approach in visio to pull the information. Thanks heaps.

[@AccelerateComputerTraining]

I'm probably a bit lost with all that, but my initial reaction is that creating an additional data column would only be appropriate if this happens often. A data column with only one or two entries and dozens of empty cells doesn't feel right. I think I would just change the data in the incumbent's row to reflect who he/she now reports to, and add a new row for you as the temporary contractor, supplying the appropriate SupervisorID values for each.

[@mjwood6970]

it worked. all good. i had to use only the one data field in excel but that was fine. All set and looks great. I do have a question please, when the data is imported from excel, it comes across n the default layout which is great. BUT I accidentally changed it to horizontal and then decided i wanted it as the default layout again, i couldn't get it back. how do you change it back to the default view?

[@chixon01]

with such a vast org chart, how do you print this on a single page?

[@AccelerateComputerTraining]

Cherie, thanks for watching! The short answer is, "You can't." If I were to scale the printing down small enough to fit on a single sheet of paper, the text would be too small to read.

[@yellowjacketee03]

Excellent Video. At 20:13 when dragging the newly added position from the External Linked Data to the org chart, I get a position shape that just displays "Name" and "Title". It makes the link to the shape but creates a duplicate Name field and a duplicate Title field. Anyone know how to fix this?

[@AccelerateComputerTraining]

Hi Kyle. Thanks for watching, and for your question. Do you mean that the new shape literally contains the words "Name" and "Title" rather than the employee's actual name and job title?

[@nicolakapusniak7940]

@@AccelerateComputerTraining Hi I have this issue too. The new shape literally contains the words Name and Title. I can manual update but its not pulling through automatically from the excel data set when adding a new employee. Really helpful video BTW. I have learnt a lot

[@AccelerateComputerTraining]

Kyle, I do not know why that is happening. Does it do that same thing every time you drag a row of data from the External Data pane?

[@AccelerateComputerTraining]

@@nicolakapusniak7940 Thanks Nicola! I do not know why that is happening. Does it do that same thing every time you drag a row of data from the External Data pane?

[@tutsecret499]

Hello do you mind if you provide file with data so I can practice. I have been so busy studying for job tests that I don't have time to create fake data to practice.

[@AccelerateComputerTraining]

Sure! I have posted a sample Excel file called Employees.xlsx at this location: www.acceleratecomputertraining.com/downloads/Employees.xlsx

[@muhdfarhan2821]

hi there, do you know a way when the org chart is in the visio, can we just update from the excel data and in the visio it automatically updates everything ? need urgent response please, thank you.

[@AccelerateComputerTraining]

Thank you for your question, Muhd. This video answers your question exactly. If you watch it carefully, you should be able to learn how to update a Visio org chart after you edit the Excel data on which the org chart is based.

[@muhdfarhan2821]

@@AccelerateComputerTraining Thank you so much, this tutorial really helped me a lot, and if anything comes up, I will ask anytime soon.

[@muhdfarhan2821]

@@AccelerateComputerTraining I have another question regarding about the excel file.....when I upload my excel file into visio...the visio warns me that my excel file have duplicates of data...which some of my department have vacancies in their position...and the visio just delete the duplicates without my permission....so when the org chart has been form, some vacant positions have already been deleted...Thank You for your time and consideration...Hope to hear from you soon.

[@AccelerateComputerTraining]

@@muhdfarhan2821 Make sure each employee has a unique identifying number so that no rows are exact duplicates of each other.

[@muhdfarhan2821]

@@AccelerateComputerTraining alright thank you very much but how do we determine the unique position id ? is it inside the video ? during which minute ? Thank you for your time and consideration. Hope to hear from you soon.