As a diagram platform, Visio has got some very nice templates to start for the basic stuff. In this article, we will learn how to create a basic organization chart using Microsoft Visio.
Selection of a template
First step towards creating a visio diagram is to select a template. Visio has some predefined templates already included for some of the most common diagram use cases. If you don’t want to choose any specific template you can always go ahead with a blank template as well
Creating the diagram layout
Once you have selected the template, you will be provided with an option to choose the units (Metric and US). By default, US units will be selected. If you want to change the selection, you can do so by selecting the radio button and then click on Create
Organization chart wizard
Once you have selected the metric unit, for this template the data will be associated with an organizational chart wizard. You will be provided an option to choose the existing data to create the chart or create a new data.
Selecting file type
Next step is to select the file type: Excel or Delimited text format. In this case, let us choose the excel format and name it as CompanyStructure.xlsx
Enter data in excel
Clicking on next button will show a message that instructs to complete the data setup in excel and then continue with the wizard. The message is shown below in the screenshot
Clicking on OK will open up the excel file with some sample data where you can add your own data further.
Exit Excel and render chart
Once you save you data and exit the excel program, organization chart wizard will ask for including the images. If you don’t want to include any image you can skip this step
After clicking Next, wizard comes to the last page where it asks for one more input whether you want to do the page splitting in case you organization is big enough which cannot be covered in a single page diagram. Once you are done with that selection, then click on Finish
After clicking on Finish, Organization chart is rendered in the diagram layout area
After chart rendering, it just doesn’t finish there. You can add new position or do any other further customization by double clicking on the diagram