Organization Chart - Data Visualize

Three easy steps to create Organizational Charts from y

Step 1
Get Started

To get started, sign in with your Microsoft 365 work or

school account. If you are using personal accounts
(hotmail.com, outlook.com etc.) you can continue without
signing in to a limited experience. For richer experience we
suggest using work or school account.

Learn More
ata Visualizer Add-in
ional Charts from your data.

Step 2
Pick the Type of Chart

Select the Organization Chart category and the layout you

prefer.
Step 3
Change the Data to Customize Your Diagram

Update existing table rows or add new ones. Select

“Refresh” to see how it changes the diagram. Select “Open
in Web” or “Edit” to do more with the diagram in Visio.
Understanding Diagram Data>
The ability to generate a Visio diagram from data is available to all Microsoft 365
subscribers with an Microsoft 365 work or school account.
• To create and update the diagram (in Excel), no Visio subscription is required.
• To edit the diagram (in Visio), a Visio Plan 1 or Plan 2 subscription is required.
Organization Chart - Data Visualize
Learn how to use the data columns in this Organization

Employee ID
The values in this column should uniquely identify the Employee.
For example 1,2,3… or S100, S101, D501, D502 etc.
This is a mandatory field.

Name
Name of the employee.

Title
Title of the employee in the organization. Employee ID of the
person this individual reports to.

For example, the sample data says “ID1” in the Manager ID field for
the two individuals who report directly to the Executive.

Manager ID
Employee ID of the person this individual reports to.

For example, the sample data says “ID1” in the Manager ID field for
the two individuals who report directly to the Executive.

Role Type
Add keywords for role type in this column. This column contains a
list of pre-defined colors in Visio.

Recommended: Select a role type value from the available values in

the dropdown list.

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Let's get
Visualizer Addin
s Organization Chart sample.

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Let's get started >