Solution-specific Visio Discussions > Org Charting

Major changes to the external data source info: Excel-Visio Refresh

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trezni:
Hello! Very important question here! I've created a full set of org charts for our organization and the goal was to have them fully automated, where the data in Visio is connected to Excel and every time we make changes to the excel we should be able to get the updated charts in Visio by pressing “refresh” button in Visio. It works perfectly for minor changes, such as change of info within the existing boxes (lines in excel), but when the boxes are moved/added/deleted (new positions being added, old positions being abolished/lines deleted from excel, or a change in reporting relationship is being done), Visio doesn’t grab it, or grabs it partially. It may break the connection and doesn’t delete the box... or it adds a line in the external data source window and doesn’t add the box.., it gives an error when you change the reporting relationship of an employee from one director to another..… According to the instructions on MS website and tutorials on dealing with these types of changes, it says the conflict window should pop up advising you about the changes made and if you accept it, it is changed right away.. Well, that doesn't happen, as mentioned above, Visio can partially do it's change by removing or adding the lines (once I agree to the conflicts) but never removes or adds/moves the shapes (positions where the change was applied).

Please advise how to deal with these "major" changes, when you have to delete or add new employees! I really appreciate the response and help in advance!!!

Tetiana

Surrogate:
Hi, Tetiana!

You mean major changes at Visio or Excel side?

trezni:
I mean the major changes in Excel and consequently in Visio. The problem is when I make those major changes in Excel, such as deleting rows (positions) or adding new rows (creating new positions when hiring new employees), Visio doesn't follow..

Appreciate your response regarding the solution!

Surrogate:

--- Quote from: trezni on May 20, 2021, 01:30:07 PM ---when I make those major changes in Excel, such as deleting rows (positions) or adding new rows (creating new positions when hiring new employees), Visio doesn't follow..

--- End quote ---
when you create orgchart first time, you use add-on named OrgChart Wizard. When you start refresh, you need use another add-on. This add-on can only update linked data, but do not rebuild your org chart.

ЗЫ These addons are independent!

PaulH:

--- Quote from: Surrogate on May 20, 2021, 02:15:18 PM ---
--- Quote from: trezni on May 20, 2021, 01:30:07 PM ---when I make those major changes in Excel, such as deleting rows (positions) or adding new rows (creating new positions when hiring new employees), Visio doesn't follow..

--- End quote ---
when you create orgchart first time, you use add-on named OrgChart Wizard. When you start refresh, you need use another add-on. This add-on can only update linked data, but do not rebuild your org chart.

ЗЫ These addons are independent!

--- End quote ---

I have a similar problem at my company, so does this mean that instead of trying to use automatic data linkage to keep my org charts up to date, I should instead just generate a new org chart every time a change is made to the source excel data? And if so, is there a way to have my data graphics apply every time I generate a new file (I use them to color code roles based on department)

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