Organization Chart Data from Visio 2007

So you created an organization chart in Visio using the Organization Chart template. Now the boss needs a spreadsheet of how many people report to each department head. You do not have to recreate the wheel! Visio will do this for you.

There are reports in Visio that export directly to Excel. With no additional data in your organization chart other than the name of the person, you can send this information to Excel.

Go to: Data / Reports….

This displays reports within Visio that are based off the Organization Chart format (or from whatever template your drawing was created).

I selected the Organization Chart Report. It then asks what software you wish to export to. I selected Excel.

(Note: I did hide rows on this report where the Number of direct reports was zero)

Without having to create the spreadsheet on your own, the data was quickly compiled and ready to publish.

If you want to learn some other tips regarding Visio or other topics, Springhouse offers 1 hour free seminars, called ILearn. Go to www.springhouse.com/ilearn to see our current listing of lunch time seminars or browse our website (www.springhouse.com) to see our other training and consulting services.

Hope this blog helped you save some time!

~~~Sheri

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