Creating an automated ORG chart from an Excel Spreadsheet

[Judi]

Good afternoon,

Is there a way (using Access OR Excel) to automate creating an
organizational chart from a Microsoft Excel spreadsheet? I'm brainstorming
now, and seeing if someone can help me make it happen.

Thank you!!!

~judi

 

[Armen Stein]

Good afternoon,

Is there a way (using Access OR Excel) to automate creating an
organizational chart from a Microsoft Excel spreadsheet? I'm brainstorming
now, and seeing if someone can help me make it happen.

Thank you!!!

~judi

Hi Judi,

Do you have Microsoft Visio? It has an easy Org Chart wizard that can
import Access or Excel data and create the chart.

There are also Org Chart programs that vary in cost. One that looks
good (but I have no personal experience with it) is OrgChart v5:
http://www.officeworksoftware.com/productfamily2.php

Armen Stein
Microsoft Access MVP
www.JStreetTech.com

 

[Judi]

Good afternoon,

Is there a way (using Access OR Excel) to automate creating an
organizational chart from a Microsoft Excel spreadsheet? I'm brainstorming
now, and seeing if someone can help me make it happen.

Thank you!!!

~judi

Hi Judi,

Do you have Microsoft Visio? It has an easy Org Chart wizard that can
import Access or Excel data and create the chart.

There are also Org Chart programs that vary in cost. One that looks
good (but I have no personal experience with it) is OrgChart v5:
http://www.officeworksoftware.com/productfamily2.php

Armen Stein
Microsoft Access MVP
www.JStreetTech.com
[/QUOTE]
Thank you, Armen! After playing with it a bit, I seem to have been able to
work a little magic. I have imported my spreadsheet into Access. I have
created multiple queries (for each section of the Org Chart). That SHOULD
work, if I can generate a report that displays the results of EACH individual
query. Is that possible?

~j

 

[Armen Stein]

Thank you, Armen! After playing with it a bit, I seem to have been able to
work a little magic. I have imported my spreadsheet into Access. I have
created multiple queries (for each section of the Org Chart). That SHOULD
work, if I can generate a report that displays the results of EACH individual
query. Is that possible?

Sure, but it will be quite limited to the org structure you have now.
(not very adaptable if it changes - what happens if your company adds
new groups or levels?)

And your reports won't be very graphical - I assumed you wanted an
actual org chart with boxes and lines connecting them. But if you're
okay with more of a "directory" listing showing the people under each
supervisor, simple subreports would work.

Armen Stein
Microsoft Access MVP
www.JStreetTech.com

 

[Judi]

Actually, Armen, that would be just fine. I don't need lines linking the
boxes. The 'directory' listing would work. I've been able to work a little
with subreports, but my question now is...how do I get Access to allow this
document to be 11x17? When I go to change the paper size, it doesn't give me
that option?

Also, when I add the subreports in, I end up with a thin red line around
each. I can't find where to go to get rid of that.

Thanks, Armen!

 

[Armen Stein]

Actually, Armen, that would be just fine. I don't need lines linking the
boxes. The 'directory' listing would work. I've been able to work a little
with subreports, but my question now is...how do I get Access to allow this
document to be 11x17? When I go to change the paper size, it doesn't give me
that option?

You might need to change from Default printer to a specific printer.
There have been some bugs with saving specific printer settings, so do
another search if you run into issues.

Also, when I add the subreports in, I end up with a thin red line around
each. I can't find where to go to get rid of that.

In design view, is there actually a rectangle object that you can
click on and delete? Otherwise I'm not sure what is causing that.

Armen Stein
Microsoft Access MVP
www.JStreetTech.com