Demo: Automate your org charts with Visio

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Creating, storing, and updating organizational charts can be a time-consuming task, especially in today's fast-paced, fast-growing organizations. Microsoft Office Visio® 2003 makes it easy to pull the information you need directly from your database and put together an org chart. Then, when things change, you can update it with just a few keystrokes.

 Note   For screen reader text detailing the content of the video and a screen reader version of the audio script, click Demo text version.

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Screen Action Audio Script
Visio 2003 is open showing different organizational chart templates. Creating org charts used to be a time consuming process, but thanks to Microsoft Office Visio 2003 this task is much simpler.
The pointer clicks the Organization Chart Wizard (Metric) template, and the Organization Chart Wizard opens. On the first page of the wizard there are option buttons for choosing whether you want to use existing data or new data as your data source.

I can pull data from my database and automatically create org charts based on the latest company information.

I just need to follow the steps in the Organization Chart Wizard.

The button for Information that's already stored in a file or database is selected. First I point to where the information is stored …
The pointer clicks Next, and the wizard page now displays a field showing file location information. The pointer clicks the Browse button and the My Documents folder opens. The pointer selects the ORGDATA file (a Microsoft Office Excel file), the My Documents folder closes, and the wizard page displays the updated file location information. The pointer clicks Next, and the wizard page changes to display options for choosing columns in a data file that contain the information that defines the organization. The pointer clicks Next, and the wizard page changes to display additional columns from a data file that the user may want to display in the organization chart. … then I click through a series of screens to choose the information that I want displayed in my org chart.
The pointer selects the Office_Number data file column and clicks Add. The wizard page changes to display Office_Number in the Display fields window. The pointer clicks Next, and the wizard page changes to allow the creation of custom property fields. For example, I can add employee office numbers to the org chart.
The pointer clicks Next, and the wizard page displays information for choosing the layout of the chart. The pointer clicks Finish, and a message box opens indicating the progress of the file as it is updated. And that's it. I'm done. It's that easy.

The finished organization chart appears on the screen, too small to read.

The pointer clicks the Zoom drop-down list and selects 75%, which makes the organization chart legible on the screen.

Visio 2003 disappears. The animated text Experience your own great moments appears. Under it appears the URL http://www.microsoft.com/office.

Visio automatically created an up-to-date org chart for me using my company's database. Now that's a great solution!
 
 
Applies to:
Visio 2003