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Old 03-06-2017, 06:19 AM
macleodal macleodal is offline Windows 10 Office 2016
Join Date: Mar 2017
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Default Correctly importing shape types Visio 2016 org chart


Trying to import a datafile from Excel to build an org chart. There seems to be little or no documentation on this other than the most trivial.

I started by drawing a dummy org chart using all the position types I need (manager, executive, position, vacancy, assistant, etc) and exporting it; Visio creates a column in the data file called "Master_shape" and gives it a number 1, 2, 3 etc for each type. Since there is no documentation, I created my own x-ref (e.g. 0 = 'executive').

I then used my own staff file (names, reporting lines, department etc) and to this I added a column with the same name exactly.. "Master_shape".. and included the numbers 0-5 as above according to which type of position it should appear as.

However. No matter what I put, the import makes all positions the same. The "top exec" is automatically shown as an exec, any position with reports is shown as a manager, and all others (whether assistant, vacancy, consultant, etc) are shown as a regular position.

If I have to manually change all the non-standard positions, I may as well not have an automated import! So there MUST be a way.

Anyone know how to do this?

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Old 03-06-2017, 01:17 PM
JimP JimP is offline Windows 10 Office 2013
Experienced User
Join Date: Jun 2010
Location: Virginia Beach, VA
Posts: 734
JimP will become famous soon enough

Because of the limited number of users in this Visio forum, you may want to visit to address your issue. (I have no experience beyond the 2010 version.)
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org chart, visio 2016

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