Visio can be extraordinarily complex and this can be complicated and multi-faceted. There are multiple ways to colour shapes and the best way will depend on what shapes you are actually using on your particular org chart.

The shape data you listed don't appear to be the default fields Visio has for org chart shapes. If those fields are set up in your shapes then they would appear to be custom shape data fields and your shapes may already have some smarts built into them.

Another variable which we don't know about is whether you have Standard or Professional.

If you don't want to post a sample doc containing your org chart shapes, then you might gain some insights and terminology (to help your own searching) by looking through these links
Color shapes according to their data - Microsoft Support
Choose Colors with Shape Data Fields – Visio Guy
shapesheet - Change Shape Fill based on Shape Data in Visio - Stack Overflow

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Andrew Lockton
Chrysalis Design, Melbourne Australia

Andrew - this was very helpful, thank you. Also made me hold out hope I wasn't being quite as dopey as I first thought.

Your links were informative but my black spot is how I use that automation in a dynamic template?

Happy to share where I am, on the attached (which is a straight copy of the default Visio excel add-in), how do I get the shapes to have their colour set by column F (Role Grade) as opposed to the default column E (Role Type).

Thanks again!

Attached Files

Org structure add-in.xlsx (223.7 KB, 13 views)