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. This case study on the NJ Criminal Justice system has a very complex Lucidchart with layers and actions to create an interactive mapping.An organization chart (org chart) is a diagram that shows relationships among employees, titles, and groups. For a basic "before" & "after" you can check out this Lucidchart example of a swimlane process with proposed modifications layered over the existing process.This is shown as the green lightning bolt in the Lucidchart UI. interactions) within your diagram to show or hide your layers and connections as needed.
Personally, I would put all connections on their own layer(s), to give you maximum flexibility.Īfter you've set up your layers, create hotspots (i.e.
If you want to have certain groups shown/not shown independent from other content - put those in their own layer. Use the layers at the building blocks of your objects and connections. Also, the type of data relationships you have in your diagram will dictate what is visually most effective for the purpose of your overall diagram. You have a couple of ways you could do this, depending on how you'll present this diagram (or have users interact with it themselves).
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