Solution-specific Visio Discussions > Org Charting

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

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Nikolay:
As far as I know, major changes are not supported now, and were never supported. But maybe they will be supported at some point of time in the future.

trezni:

--- 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 ---

So, to refresh I need to use another add-on? this may help with major changes? which add-on do you mean, please clarify! Thank you very much!!

Surrogate:
For create OrgChart you need use OrgChart wizard (very old solution, more than 25 years old) - https://www.tutorialspoint.com/microsoft_visio/microsoft_visio_using_org_chart_wizard.htm
I dont know another add-on name, it also known as Quick Data linking (this feature from 2007) - https://bvisual.net/2015/10/30/visio-shape-data-linking-tips/

You can read more about frustration https://bvisual.net/2018/01/02/aliasing-data-columns-for-visio-organization-chart-wizard/

Nikolay:

--- Quote from: trezni on July 21, 2021, 09:13:46 AM ---So, to refresh I need to use another add-on? this may help with major changes? which add-on do you mean, please clarify! Thank you very much!!

--- End quote ---

Let's keep the add-ons aside not to bring the confusion, I think it is all technical details how some feature is implemented, with add-ons, dlls, modules, black magic, or sacred spirit :)

The point is, the functionality you are looking for (supporting automatic "major updates" for the org chart) does not exist in Visio now. Period.
You need to update your org charts manually in case of major changes. Or recreate them.

Surrogate:

--- Quote from: Nikolay on July 21, 2021, 11:24:55 AM ---Or recreate them.

--- End quote ---
That's exactly what I meant.

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