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Now choose the fields which you want to include in Organization Chart’s shapes and click Next. Add the rest of the fields under Displayed fields category, and click Next. Considering this, in this step we will leave out Supervisor field, because it’s inclusion wouldn’t be necessary as Visio automatically chalks-out the basic structure defined in Excel sheet. After specifying fields, click Next to Proceed further.Īs organization chart is primarily for showing the hierarchy of departments/employees working in organization along with how they are linked together, and who supervises whom. In our case, these are Name & Supervisor fields. In this step, you need to specify the fields which actually defines the structure of an organization. Specify the Excel file path and click Next to continue. This will start Organization Chart Wizard, in the first step, enable Information that’s already stored in a file or database option, and click Next.Īs we are importing Excel sheet, select the second option for importing Excel spreadsheet. Now launch Visio 2010, head over to View tab, under Add-Ons menu, from Business options, click Organization Chart Wizard. This field is vital for creating Organization Chart, as it defines the basic structure & hierarchy in chart. The Name field contains name of all the employees working in different departments, whereas Supervisor field contains name of supervisors or team leads. To start off with, we have created an Excel spreadsheet having fields, Name, Supervisor, Designation, Department and Phone. Importantly, you don’t need to indulge yourself in maze of defining organizational hierarchies and chalking-out structure, as you just need to specify the column & row headers, along with data you need to import and it will automatically create out chart defining organizational hierarchies with specified credentials of each employee, categorized in their corresponding departments.Ĭreating Organization Charts in Visio 2010 To transform these lists which defines organizational structure, into a detailed chart, Visio 2010 includes an add-in for importing Excel spreadsheet, which comes in handy for pulling out data from spreadsheet to create an organization chart. As before now, orthodox ways of listing organization hierarchy have been used for defining the structure of departments along with communication possible including horizontal and vertical communications. Opportunely, Microsoft Visio 2010 offers an easy way to create Organization chart. It shows the basic structure of organization along with defining the relationships between employees working in different departments. Considering this rigorous change, creating an organization chart can help stakeholders in comprehending the ever growing organization structure & hierarchy with an ease. The need of creating Organization Charts are becoming indispensable these days, as companies start focusing on extensive hiring for far reach availability, increase in productivity and targeting diverse markets.