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Creating organizational Charts with MS Visio

The purpose of this document is to demonstrate the use of Microsoft Visio as a supporting tool to create a graphical position structure to be used for printing and viewing purpose.

IFS Cloud will provide an interface to export the current position structure into a.txt file which can be readable within Microsoft Visio. The following features are explained for Microsoft Visio 2003 Standard Edition.

Using IFS Cloud To Export Data Into A File

Use the Export Structure button in Graphical Position Structure page to export the position structure into a file. This file can be used in any local storage device which can be used to import data to Microsoft Visio.

The Dialog which support exporting is shown below.

Importing A File to Microsoft Visio

The following steps illustrate the steps on how to import a document which was exported from IFS Cloud to a file in Microsoft Visio.

Selecting the category in MS Visio

Organization chart wizard should be used to draw the organization chart based on the exported data.

Initial Steps

The location of the exported data file should be selected.

Defining The Correct Relationship To Draw The Tree Diagram

The structure is drawn based on the relationship between the position code and the supervisor code data fields. Therefore this correct relationship should be set in order to get the correct position structure diagram. The fields to be displayed can be selected or deselected at a later stage of the wizard.

Selecting The Desired Fields

Displaying The Position Structure According To The Requirement

User will have the support from MS Visio to arrange the position structure according to the volume of data within the wizard.

Basic Support In To Rearrange The Position Structure

Some basic functionality in Microsoft Visio is shown below which might be useful when rearranging an imported position structure.

Rearranging Subordinates

This can be applied for single nodes or multiple selected nodes.

Supported structures for rearranging

Collapsing or Expanding Subordinates