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Organization Chart From Data1

The document outlines the steps to create an organizational chart using Microsoft 365 and the Data Visualizer add-in. It includes instructions for signing in, selecting chart types, and customizing data for the diagram. Additionally, it explains the requirements for creating and editing diagrams, including necessary subscriptions for Microsoft Visio.

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mansoorashraf30
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44 views12 pages

Organization Chart From Data1

The document outlines the steps to create an organizational chart using Microsoft 365 and the Data Visualizer add-in. It includes instructions for signing in, selecting chart types, and customizing data for the diagram. Additionally, it explains the requirements for creating and editing diagrams, including necessary subscriptions for Microsoft Visio.

Uploaded by

mansoorashraf30
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Employee ID Name Title Manager ID

ID1 Bianca Toscano Director


ID2 Aasa Andrejev Manager, Marketing ID1
ID3 Paul Lohmus Manager, Products ID1
Role Type
Executive
Manager
Manager
Organization Chart - Data Visua
Three easy steps to create Organizational Chart

Step 1
Get Started
To get started, sign in with your Microsoft 365 work
or school account. If you are using personal accounts
(hotmail.com, outlook.com etc.) you can continue
without signing in to a limited experience. For richer
experience we suggest using work or school
account.

Learn More
Data Visualizer Add-in
anizational Charts from your data.

Step 2
Pick the Type of Chart
Select the Organization Chart category and the
layout you prefer.
Step 3
Change the Data to Customize Your
Diagram
Update existing table rows or add new ones. Select
“Refresh” to see how it changes the diagram. Select
“Open in Web” or “Edit” to do more with the
diagram in Visio.
Understanding Diagram Data>
The ability to generate a Visio diagram from data is available to all
Microsoft 365 subscribers with an Microsoft 365 work or school account.
• To create and update the diagram (in Excel), no Visio subscription is
required.
• To edit the diagram (in Visio), a Visio Plan 1 or Plan 2 subscription is
required.
Organization Chart - Data Visua
Learn how to use the data columns in this Organ

Employee ID
The values in this column should uniquely identify the
Employee. For example 1,2,3… or S100, S101, D501, D502
etc.
This is a mandatory field.

Name
Name of the employee.

Title
Title of the employee in the organization. Employee ID of
the person this individual reports to.

For example, the sample data says “ID1” in the Manager


ID field for the two individuals who report directly to the
Executive.

Manager ID
Employee ID of the person this individual reports to.

For example, the sample data says “ID1” in the Manager


ID field for the two individuals who report directly to the
Executive.

Role Type
Add keywords for role type in this column. This column
contains a list of pre-defined colors in Visio.

Recommended: Select a role type value from the available


values in the dropdown list.

Let's get
>
Let's get
>
ata Visualizer Addin
in this Organization Chart sample.

Let's get started


>
Let's get started
>

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