The following text gives an example of a comma-delimited text file that has five columns and four rows, with the first row being a header row. For the employee at the top of the organization chart, leave this field blank. Whom the employee reports to This field must contain each manager's unique identifier, whether that identifier is a name or an ID number.
Otherwise, include a column with a value that uniquely identifies each employee. Unique identifier This column can be the Employee Name column if all names are unique. It doesn’t matter what the column names are in the data source, because in the wizard you manually identify which columns (or field names) contain the employee name and the reports-to name.Įmployee name The way that employee names appear in this field is the way that they appear on the organization chart shapes. The data source needs to have columns for employee name, unique identifier, and the person the employee reports to. On the first page of the wizard, select Information that's already stored in a file or database, then follow the directions in the wizard. When you click to create a chart from the template, the Organization Chart Wizard starts. In Visio 2016, click File > New > Business > Organization Chart, and then click Create.Īutomatically generate a chart from an existing data source To start the Organization Chart Wizard, click File > New and click the Organization Chart category, and then click Create. If you don’t want to generate a chart automatically, you can draw a chart without using an external data source. If you have all the employee information in a document like an Excel worksheet or in an Exchange Server directory, Visio can generate a diagram that adds the shapes and connectors for you. An organization chart (org chart) is a diagram that shows relationships among employees, titles, and groups.
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