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Chapter 10. Visualizing an Organization > Comparing Charts and Creating Reports

Comparing Charts and Creating Reports

You can use your diagram to track changes in an organization. Visio can compare two organization charts and list the ways in which they differ. If you imported organizational data, you can even compare changes to custom properties, such as job title or manager. You can also create reports based on the custom properties stored in your diagram. Visio includes a built-in organization chart report, and you can create your own reports of the particular information you want to see.

Comparing and Updating Versions of an Organization Chart

You can see changes between two versions of an organization chart with the Compare Organization Data dialog box, shown in Figure 10-15. The Compare Organization Data command is most useful if you used the Organization Chart Wizard to import employee information. You can even compare specific imported fields. For example, if you imported location information, you can compare the Office fields in the two organization charts to see who’s moved. When you compare two organization charts, you can either create a report that shows you the differences, or you can automatically update the older chart with the information in the newer chart.


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