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Chapter 6. Creating Organization Charts > Importing Data to Create Organization...

Importing Data to Create Organization Charts

Today, many organizations maintain human resources information in electronic form. With the Organization Chart Wizard template, you can create an organization chart by importing employee information already stored in corporate data sources such as databases and data files. If the organizational structure changes, you can simply update the chart rather than having to re-create it—a huge timesaver, especially for large organizations. You can import organization data from Microsoft Office Excel spreadsheets (.xls), text files (.txt), Microsoft Office Exchange Server directories, Microsoft Office Access databases (.mdb), or any ODBC-compliant (Open Data Base Connectivity) database application.

Important

For the Organization Chart Wizard template to work, the source data must be properly formatted and include, at minimum, data identifying unique employee names and the managers to whom they report. In an Excel spreadsheet, columns of information represent data fields that can be imported to create an organization chart. For example, a human resources spreadsheet might include columns listing each person's name, manager, department, title, e-mail address, phone number, and office number.



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