One feature for which Excel is valued is its versatile data-entry function while Microsoft Visio is known for its powerful diagramming capabilities. Combine the two Office applications and you have the ability to create an impressive organisation chart. You can enter titles and names of organisation members into an Excel worksheet, then convert that data directly into a Visio org chart with just a couple of clicks.
- Skill level:
- Moderately Easy
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Things you need
- Excel 2003, 2007 or 2010
- Visio 2003, 2007 or 2010
Create a table in Excel listing all of the names and titles you want to use in the organisation chart. Enter the headings "Title," "Name" and "Reports To" in the first row of the worksheet. Enter each person's title, name and to whom they report. For the CEO or anyone else who does not report to anyone, leave that cell blank. Save the worksheet and close Excel.
Open Visio. Go to the "File" menu or tab and select "New." Select "Business" as the template category and then click on "Organization Chart Wizard." The wizard will open.
Select "Information That's Already Stored in a File or Database" and click "Next." Choose "A Text, Org Plus or Excel File" and click "Next" again. Click "Browse" and locate the Excel worksheet you created. Select this file and click "Next" to import it.
Select the appropriate headings that correspond to those in your Excel worksheet, such as "Name" and "Reports To." Click "Next." Add the columns from which you want to display data in the organisation chart and click "Next." Click "Next" again and then click "Finish." A basic organisation chart will appear.
Make changes to the organisation chart as desired. Right-click a shape and select "Format" to fill it with colour or change the line. Select text in a shape, right-click and select "Font" to change the font, size or colour. Save the organisation chart when you are finished.
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