Create an organization chart

An organization chart (org chart) is a diagram of a reporting hierarchy that is commonly used to show relationships among employees, titles, and groups.

In Visio 2010, 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.

Organization chart




    Create a simple organization chart

    Automatically create an organization chart from a new data file

    Automatically create an organization chart by using an existing data source

    Show teams by using the Team Frame or dotted lines

    Update generated organization charts


    Create a simple organization chart

    This method is best for creating a small org chart with default information fields. The default fields are:

    • Department
    • Telephone
    • Name
    • Title
    • E-mail
    1. Click the File tab.
    1. Click New, click Business, and then double-click Organization Chart.
    2. From the Organization Chart Shapes stencil in the Shapes window, drag the top-level shape for your organization, such as Executive, onto the page.
    3. 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.
      1.  Note   For information about how to add more data to the shapes, see Add data to shapes.

    4. 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.
      1.  Tip   To generate the links, you need to drop the subordinate shape onto the center of the superior shape.

    5. To complete your org chart, continue to drag subordinate shapes onto superior shapes, and type a name and title for each one.

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    Automatically create an organization chart from a new data file

    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.

    1. Click the File tab.
    1. Click New, click Business, and then double-click Organization Chart Wizard.
    2. On the first page of the wizard, select Information that I enter using the wizard, and then click Next.
    3. Select Excel or Delimited text, type a name for the new file, and then click Next.
      1.  Note   If you select Excel, a Microsoft Excel worksheet opens with sample text. If you select Delimited text, a Notepad page opens with sample text.

    4. 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.
      1.  Important   You need to keep the Name and Reports to columns, but you can change, delete, or add other columns.

    5. Exit either Excel or Notepad, and then complete the wizard.

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    Automatically create an organization chart by using an existing data source

    This method is best if the information that you want to include in your org chart is already in a document such as an Excel worksheet or a Microsoft Exchange Server directory.

    1. Make sure your table or worksheet contains columns for employee names, unique identifiers, 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 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     This column can be the Employee Name column if all names are unique. Otherwise, include a column with a value that uniquely identifies 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.
    1. Click the File tab.
    1. Click New, click Business, and then double-click Organization Chart Wizard.
    2. On the first page of the wizard, select Information that's already stored in a file or database.
    3. Click Next, and follow the remaining steps of the wizard.

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    Show teams by using the Team Frame or dotted lines

    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 rectangular shape that you can use to visually group and name teams.

    Organization Chart with Team Frame and dotted-line relationship

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    Update generated organization charts

    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.

     
     
    Applies to:
    Visio 2010