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.
