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#1
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Org chart wizard doesn't work
I've tried created an automatic org chart both ways--by the wizard creating
one from data I enter, and by generating one from Excel data. Fields and full name, title, reports to and department. The result from running the wizard is I get only the top executive's name and title, nothing else. What am I missing here? |
#2
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Org chart wizard doesn't work
Sorry; my message was a little unclear; I meant to say "Fields A full
name, title, reports to, and department. . . Thanks in advance for any help. Carol "mcamhamer" wrote: I've tried created an automatic org chart both ways--by the wizard creating one from data I enter, and by generating one from Excel data. Fields and full name, title, reports to and department. The result from running the wizard is I get only the top executive's name and title, nothing else. What am I missing here? |
#3
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Org chart wizard doesn't work
In the wizard, select the option to specify how much of the organization to
display on one page. In the next dialog box, make sure that the Employee at Top of Page has Additional Levels set to All Subordinates or some number other than zero. That should fix it. If this doesn't work, make sure that the Reports_To field in the database contains the full name of the manager, not the ID or primary key of the database. Failing that, please cut and paste the first few records of your Excel file, and we can go from there. "mcamhamer" wrote in message ... Sorry; my message was a little unclear; I meant to say "Fields A full name, title, reports to, and department. . . Thanks in advance for any help. Carol "mcamhamer" wrote: I've tried created an automatic org chart both ways--by the wizard creating one from data I enter, and by generating one from Excel data. Fields and full name, title, reports to and department. The result from running the wizard is I get only the top executive's name and title, nothing else. What am I missing here? |
#4
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Org chart wizard doesn't work
I'm having the same problem. Only the Manager's Name, Employee ID and
location data displays in the shape, no subordinates below. I specified the Managers' name on the top of each page and selected All subordinates to display. What information do you need pasted to help? "Steve" wrote: In the wizard, select the option to specify how much of the organization to display on one page. In the next dialog box, make sure that the Employee at Top of Page has Additional Levels set to All Subordinates or some number other than zero. That should fix it. If this doesn't work, make sure that the Reports_To field in the database contains the full name of the manager, not the ID or primary key of the database. Failing that, please cut and paste the first few records of your Excel file, and we can go from there. "mcamhamer" wrote in message ... Sorry; my message was a little unclear; I meant to say "Fields A full name, title, reports to, and department. . . Thanks in advance for any help. Carol "mcamhamer" wrote: I've tried created an automatic org chart both ways--by the wizard creating one from data I enter, and by generating one from Excel data. Fields and full name, title, reports to and department. The result from running the wizard is I get only the top executive's name and title, nothing else. What am I missing here? |
#5
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Org chart wizard doesn't work
If you could check the records from your datasource, that would help. Look
at the Name field, whatever unique identifier field you're using, and the Reports To field for each record. You need to make sure that the top person's Reports To field is blank, and that subordinates are referring to their supervisor/manager correctly. It might help if you try the wizard with just the top five records or so. Usually, this is where the problem is, in my experience. Often, there will be duplicate names and no ID field, or Reports To pointing to the name when an ID field is used to identify unique records. For example, here are some records from the Visio Database Samples database. Name Title Reports To Jossef Goldberg President & CEO Suzan Fine Executive Assistant Jossef Goldberg Laura Jennings CFO Jossef Goldberg Clair Hector COO Jossef Goldberg Notice that this database uses the Name field as the unique identifier, so the Name values have to be unique, and the Reports To field contains the full name. You could also do it this way: ID Name Title Reports To 1 Jossef Goldberg President & CEO 2 Suzan Fine Executive Assistant 1 3 Laura Jennings CFO 1 4 Clair Hector COO 1 If this works, then you've got a duplicate or corrupt record somewhere. Steve "AROSES80" wrote in message ... I'm having the same problem. Only the Manager's Name, Employee ID and location data displays in the shape, no subordinates below. I specified the Managers' name on the top of each page and selected All subordinates to display. What information do you need pasted to help? "Steve" wrote: In the wizard, select the option to specify how much of the organization to display on one page. In the next dialog box, make sure that the Employee at Top of Page has Additional Levels set to All Subordinates or some number other than zero. That should fix it. If this doesn't work, make sure that the Reports_To field in the database contains the full name of the manager, not the ID or primary key of the database. Failing that, please cut and paste the first few records of your Excel file, and we can go from there. "mcamhamer" wrote in message ... Sorry; my message was a little unclear; I meant to say "Fields A full name, title, reports to, and department. . . Thanks in advance for any help. Carol "mcamhamer" wrote: I've tried created an automatic org chart both ways--by the wizard creating one from data I enter, and by generating one from Excel data. Fields and full name, title, reports to and department. The result from running the wizard is I get only the top executive's name and title, nothing else. What am I missing here? |
#6
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Org chart wizard doesn't work
Not sure what I'm doing wrong. I have checked the data source. Each name is
unique, the top Executive is blank and all the reports to are complete. I am now getting some random managers with subordinates, but am missing the upper level managers with their subordinates. "Steve" wrote: If you could check the records from your datasource, that would help. Look at the Name field, whatever unique identifier field you're using, and the Reports To field for each record. You need to make sure that the top person's Reports To field is blank, and that subordinates are referring to their supervisor/manager correctly. It might help if you try the wizard with just the top five records or so. Usually, this is where the problem is, in my experience. Often, there will be duplicate names and no ID field, or Reports To pointing to the name when an ID field is used to identify unique records. For example, here are some records from the Visio Database Samples database. Name Title Reports To Jossef Goldberg President & CEO Suzan Fine Executive Assistant Jossef Goldberg Laura Jennings CFO Jossef Goldberg Clair Hector COO Jossef Goldberg Notice that this database uses the Name field as the unique identifier, so the Name values have to be unique, and the Reports To field contains the full name. You could also do it this way: ID Name Title Reports To 1 Jossef Goldberg President & CEO 2 Suzan Fine Executive Assistant 1 3 Laura Jennings CFO 1 4 Clair Hector COO 1 If this works, then you've got a duplicate or corrupt record somewhere. Steve "AROSES80" wrote in message ... I'm having the same problem. Only the Manager's Name, Employee ID and location data displays in the shape, no subordinates below. I specified the Managers' name on the top of each page and selected All subordinates to display. What information do you need pasted to help? "Steve" wrote: In the wizard, select the option to specify how much of the organization to display on one page. In the next dialog box, make sure that the Employee at Top of Page has Additional Levels set to All Subordinates or some number other than zero. That should fix it. If this doesn't work, make sure that the Reports_To field in the database contains the full name of the manager, not the ID or primary key of the database. Failing that, please cut and paste the first few records of your Excel file, and we can go from there. "mcamhamer" wrote in message ... Sorry; my message was a little unclear; I meant to say "Fields A full name, title, reports to, and department. . . Thanks in advance for any help. Carol "mcamhamer" wrote: I've tried created an automatic org chart both ways--by the wizard creating one from data I enter, and by generating one from Excel data. Fields and full name, title, reports to and department. The result from running the wizard is I get only the top executive's name and title, nothing else. What am I missing here? |
#7
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Org chart wizard doesn't work
This is a really strange problem, as it sounds as though you are doing
everything correctly. I would suggest one last try. Generate a drawing with the Top Executive as the starting point and select All Subordinates. We need to see if the wizard is finding the top and importing the records correctly. If this doesn't work, you might need to...take more drastic measures. BTW, what app/version are you using as a data source, and what version of Visio? There may be a patch available. Yeah, OK, but you never know... Good luck Steve "AROSES80" wrote in message ... Not sure what I'm doing wrong. I have checked the data source. Each name is unique, the top Executive is blank and all the reports to are complete. I am now getting some random managers with subordinates, but am missing the upper level managers with their subordinates. "Steve" wrote: If you could check the records from your datasource, that would help. Look at the Name field, whatever unique identifier field you're using, and the Reports To field for each record. You need to make sure that the top person's Reports To field is blank, and that subordinates are referring to their supervisor/manager correctly. It might help if you try the wizard with just the top five records or so. Usually, this is where the problem is, in my experience. Often, there will be duplicate names and no ID field, or Reports To pointing to the name when an ID field is used to identify unique records. For example, here are some records from the Visio Database Samples database. Name Title Reports To Jossef Goldberg President & CEO Suzan Fine Executive Assistant Jossef Goldberg Laura Jennings CFO Jossef Goldberg Clair Hector COO Jossef Goldberg Notice that this database uses the Name field as the unique identifier, so the Name values have to be unique, and the Reports To field contains the full name. You could also do it this way: ID Name Title Reports To 1 Jossef Goldberg President & CEO 2 Suzan Fine Executive Assistant 1 3 Laura Jennings CFO 1 4 Clair Hector COO 1 If this works, then you've got a duplicate or corrupt record somewhere. Steve "AROSES80" wrote in message ... I'm having the same problem. Only the Manager's Name, Employee ID and location data displays in the shape, no subordinates below. I specified the Managers' name on the top of each page and selected All subordinates to display. What information do you need pasted to help? "Steve" wrote: In the wizard, select the option to specify how much of the organization to display on one page. In the next dialog box, make sure that the Employee at Top of Page has Additional Levels set to All Subordinates or some number other than zero. That should fix it. If this doesn't work, make sure that the Reports_To field in the database contains the full name of the manager, not the ID or primary key of the database. Failing that, please cut and paste the first few records of your Excel file, and we can go from there. "mcamhamer" wrote in message ... Sorry; my message was a little unclear; I meant to say "Fields A full name, title, reports to, and department. . . Thanks in advance for any help. Carol "mcamhamer" wrote: I've tried created an automatic org chart both ways--by the wizard creating one from data I enter, and by generating one from Excel data. Fields and full name, title, reports to and department. The result from running the wizard is I get only the top executive's name and title, nothing else. What am I missing here? |
#8
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Org chart wizard doesn't work
When I do this it only gives me the top executive with a few other people on
separate pages. I'm using Visio 2003 with a list generated in Excel 2007 saved in a Excel 97-2003 compatible file. Any other advice?! "Steve" wrote: This is a really strange problem, as it sounds as though you are doing everything correctly. I would suggest one last try. Generate a drawing with the Top Executive as the starting point and select All Subordinates. We need to see if the wizard is finding the top and importing the records correctly. If this doesn't work, you might need to...take more drastic measures. BTW, what app/version are you using as a data source, and what version of Visio? There may be a patch available. Yeah, OK, but you never know... Good luck Steve "AROSES80" wrote in message ... Not sure what I'm doing wrong. I have checked the data source. Each name is unique, the top Executive is blank and all the reports to are complete. I am now getting some random managers with subordinates, but am missing the upper level managers with their subordinates. "Steve" wrote: If you could check the records from your datasource, that would help. Look at the Name field, whatever unique identifier field you're using, and the Reports To field for each record. You need to make sure that the top person's Reports To field is blank, and that subordinates are referring to their supervisor/manager correctly. It might help if you try the wizard with just the top five records or so. Usually, this is where the problem is, in my experience. Often, there will be duplicate names and no ID field, or Reports To pointing to the name when an ID field is used to identify unique records. For example, here are some records from the Visio Database Samples database. Name Title Reports To Jossef Goldberg President & CEO Suzan Fine Executive Assistant Jossef Goldberg Laura Jennings CFO Jossef Goldberg Clair Hector COO Jossef Goldberg Notice that this database uses the Name field as the unique identifier, so the Name values have to be unique, and the Reports To field contains the full name. You could also do it this way: ID Name Title Reports To 1 Jossef Goldberg President & CEO 2 Suzan Fine Executive Assistant 1 3 Laura Jennings CFO 1 4 Clair Hector COO 1 If this works, then you've got a duplicate or corrupt record somewhere. Steve "AROSES80" wrote in message ... I'm having the same problem. Only the Manager's Name, Employee ID and location data displays in the shape, no subordinates below. I specified the Managers' name on the top of each page and selected All subordinates to display. What information do you need pasted to help? "Steve" wrote: In the wizard, select the option to specify how much of the organization to display on one page. In the next dialog box, make sure that the Employee at Top of Page has Additional Levels set to All Subordinates or some number other than zero. That should fix it. If this doesn't work, make sure that the Reports_To field in the database contains the full name of the manager, not the ID or primary key of the database. Failing that, please cut and paste the first few records of your Excel file, and we can go from there. "mcamhamer" wrote in message ... Sorry; my message was a little unclear; I meant to say "Fields A full name, title, reports to, and department. . . Thanks in advance for any help. Carol "mcamhamer" wrote: I've tried created an automatic org chart both ways--by the wizard creating one from data I enter, and by generating one from Excel data. Fields and full name, title, reports to and department. The result from running the wizard is I get only the top executive's name and title, nothing else. What am I missing here? |
#9
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Org chart wizard doesn't work
Are you running the latest service pack? For Visio 2003, this is SP3
http://www.microsoft.com/downloads/d...displaylang=en Is this a UTF-8 text encoding problem? http://support.microsoft.com/kb/8297...pid=2529&sid=7 Did you try it with the Visio sample data? This will absolutely eliminate any data formatting problems. What you tried should work, but I'm not 100% sure about the Excel 2007 "Save as 2003" functions. OK, if the data source is good, and the resulting page isn't, then the only thing in-between is the org chart wizard. I suggest that you run MS Visio setup again, and select the repair option. This might save you a full re-install. Start - Settings - Control Panel - Add or Remove Software. Select Visio 2003 and click Change. Select Reinstall or Repair. Click Next Select Detect and Repair.... Click Install If this doesn't fix it, you'll have to reinstall the entire package. Finally, if this doesn't fix it, find a company where the org chart is working and switch jobs! ;-) Good luck Steve "AROSES80" wrote in message ... When I do this it only gives me the top executive with a few other people on separate pages. I'm using Visio 2003 with a list generated in Excel 2007 saved in a Excel 97-2003 compatible file. Any other advice?! "Steve" wrote: This is a really strange problem, as it sounds as though you are doing everything correctly. I would suggest one last try. Generate a drawing with the Top Executive as the starting point and select All Subordinates. We need to see if the wizard is finding the top and importing the records correctly. If this doesn't work, you might need to...take more drastic measures. BTW, what app/version are you using as a data source, and what version of Visio? There may be a patch available. Yeah, OK, but you never know... Good luck Steve "AROSES80" wrote in message ... Not sure what I'm doing wrong. I have checked the data source. Each name is unique, the top Executive is blank and all the reports to are complete. I am now getting some random managers with subordinates, but am missing the upper level managers with their subordinates. "Steve" wrote: If you could check the records from your datasource, that would help. Look at the Name field, whatever unique identifier field you're using, and the Reports To field for each record. You need to make sure that the top person's Reports To field is blank, and that subordinates are referring to their supervisor/manager correctly. It might help if you try the wizard with just the top five records or so. Usually, this is where the problem is, in my experience. Often, there will be duplicate names and no ID field, or Reports To pointing to the name when an ID field is used to identify unique records. For example, here are some records from the Visio Database Samples database. Name Title Reports To Jossef Goldberg President & CEO Suzan Fine Executive Assistant Jossef Goldberg Laura Jennings CFO Jossef Goldberg Clair Hector COO Jossef Goldberg Notice that this database uses the Name field as the unique identifier, so the Name values have to be unique, and the Reports To field contains the full name. You could also do it this way: ID Name Title Reports To 1 Jossef Goldberg President & CEO 2 Suzan Fine Executive Assistant 1 3 Laura Jennings CFO 1 4 Clair Hector COO 1 If this works, then you've got a duplicate or corrupt record somewhere. Steve "AROSES80" wrote in message ... I'm having the same problem. Only the Manager's Name, Employee ID and location data displays in the shape, no subordinates below. I specified the Managers' name on the top of each page and selected All subordinates to display. What information do you need pasted to help? "Steve" wrote: In the wizard, select the option to specify how much of the organization to display on one page. In the next dialog box, make sure that the Employee at Top of Page has Additional Levels set to All Subordinates or some number other than zero. That should fix it. If this doesn't work, make sure that the Reports_To field in the database contains the full name of the manager, not the ID or primary key of the database. Failing that, please cut and paste the first few records of your Excel file, and we can go from there. "mcamhamer" wrote in message ... Sorry; my message was a little unclear; I meant to say "Fields A full name, title, reports to, and department. . . Thanks in advance for any help. Carol "mcamhamer" wrote: I've tried created an automatic org chart both ways--by the wizard creating one from data I enter, and by generating one from Excel data. Fields and full name, title, reports to and department. The result from running the wizard is I get only the top executive's name and title, nothing else. What am I missing here? |
#10
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Org chart wizard doesn't work
Hmm...this sounds like a job for our part-time IT! I'll have to bring them in
the loop. "Steve" wrote: Are you running the latest service pack? For Visio 2003, this is SP3 http://www.microsoft.com/downloads/d...displaylang=en Is this a UTF-8 text encoding problem? http://support.microsoft.com/kb/8297...pid=2529&sid=7 Did you try it with the Visio sample data? This will absolutely eliminate any data formatting problems. What you tried should work, but I'm not 100% sure about the Excel 2007 "Save as 2003" functions. OK, if the data source is good, and the resulting page isn't, then the only thing in-between is the org chart wizard. I suggest that you run MS Visio setup again, and select the repair option. This might save you a full re-install. Start - Settings - Control Panel - Add or Remove Software. Select Visio 2003 and click Change. Select Reinstall or Repair. Click Next Select Detect and Repair.... Click Install If this doesn't fix it, you'll have to reinstall the entire package. Finally, if this doesn't fix it, find a company where the org chart is working and switch jobs! ;-) Good luck Steve "AROSES80" wrote in message ... When I do this it only gives me the top executive with a few other people on separate pages. I'm using Visio 2003 with a list generated in Excel 2007 saved in a Excel 97-2003 compatible file. Any other advice?! "Steve" wrote: This is a really strange problem, as it sounds as though you are doing everything correctly. I would suggest one last try. Generate a drawing with the Top Executive as the starting point and select All Subordinates. We need to see if the wizard is finding the top and importing the records correctly. If this doesn't work, you might need to...take more drastic measures. BTW, what app/version are you using as a data source, and what version of Visio? There may be a patch available. Yeah, OK, but you never know... Good luck Steve "AROSES80" wrote in message ... Not sure what I'm doing wrong. I have checked the data source. Each name is unique, the top Executive is blank and all the reports to are complete. I am now getting some random managers with subordinates, but am missing the upper level managers with their subordinates. "Steve" wrote: If you could check the records from your datasource, that would help. Look at the Name field, whatever unique identifier field you're using, and the Reports To field for each record. You need to make sure that the top person's Reports To field is blank, and that subordinates are referring to their supervisor/manager correctly. It might help if you try the wizard with just the top five records or so. Usually, this is where the problem is, in my experience. Often, there will be duplicate names and no ID field, or Reports To pointing to the name when an ID field is used to identify unique records. For example, here are some records from the Visio Database Samples database. Name Title Reports To Jossef Goldberg President & CEO Suzan Fine Executive Assistant Jossef Goldberg Laura Jennings CFO Jossef Goldberg Clair Hector COO Jossef Goldberg Notice that this database uses the Name field as the unique identifier, so the Name values have to be unique, and the Reports To field contains the full name. You could also do it this way: ID Name Title Reports To 1 Jossef Goldberg President & CEO 2 Suzan Fine Executive Assistant 1 3 Laura Jennings CFO 1 4 Clair Hector COO 1 If this works, then you've got a duplicate or corrupt record somewhere. Steve "AROSES80" wrote in message ... I'm having the same problem. Only the Manager's Name, Employee ID and location data displays in the shape, no subordinates below. I specified the Managers' name on the top of each page and selected All subordinates to display. What information do you need pasted to help? "Steve" wrote: In the wizard, select the option to specify how much of the organization to display on one page. In the next dialog box, make sure that the Employee at Top of Page has Additional Levels set to All Subordinates or some number other than zero. That should fix it. If this doesn't work, make sure that the Reports_To field in the database contains the full name of the manager, not the ID or primary key of the database. Failing that, please cut and paste the first few records of your Excel file, and we can go from there. "mcamhamer" wrote in message ... Sorry; my message was a little unclear; I meant to say "Fields A full name, title, reports to, and department. . . Thanks in advance for any help. Carol "mcamhamer" wrote: I've tried created an automatic org chart both ways--by the wizard creating one from data I enter, and by generating one from Excel data. Fields and full name, title, reports to and department. The result from running the wizard is I get only the top executive's name and title, nothing else. What am I missing here? |
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