32 Bit/Orgchart for Visio Setup.msi 32 Bit/setup.exe 64 Bit/Orgchart for Visio Setup.msi 64 Bit/setup.exe Create a Viable Data Set for Org Charts.pdf Stepstocreateadatasetviabletouseasadatasourceforimportingfor useinVisioOrganizationalDiagrammes StepOne–theRequiredFields In any data source, be it a Microsoft Excel Workbook, a Microsoft Access Database, a Microsoft SQL  Database, a Microsoft SharePoint List, a Microsoft Exchange Directory, or any other OLEDB or ODBC‐ Compliant data source, there MUST exist two fields which, with their data, equate to:  A) The Employee’s unique name, or identifier, and  B) The Employee’s Manager’s (Supervisor’s, Reporting Person’s) name, or identifier.  In the case of an Excel Workbook worksheet, these two fields would be two distinct columns of data.  In the case of a Database, these would be two distinct fields in a table, query or view.  In the case of a SharePoint list, these would be two unique fields in the list.  StepTwo–TheRequiredColumn/FieldNames If the data source is an Excel Workbook Worksheet, Row 1 MUST be the Column Headers. There is  absolutely NO naming convention required for the Column Headers. Typically the Names Employee and  Manager are used, however they can be any names that make sense, as long as the field (i.e. Column)  names are unique and will map to the A) Name of the Employee, and B) The Name of the Person they  Report To.  StepThree–ProperSpelling,Capitalization,Punctuation,andUseofNames As an example, if the Person being Reported TO has the Name “Joseph Jones”, and that name is used in  the Employee Field for that Manager, then for each employee in that Employee’s Manager field MUST  show as reporting to “Joseph Jones”. This can NOT be listed as “Joe Jones”, “Josef Jones”, “Joseph Q.  Jones”, “Jones, Joseph” or any other permutation of the name. There MUST be an EXACT match  between the name used for the Manager in that Manager’s Employee Field and the name used in the  Manager field for each of the Employees reporting to that Manager under that name. This includes  proper spelling, capitalization, punctuation, and use of the name.  StepFour–Structure If an individual is listed as having no Manager, it is assumed by Visio that the individual is the very top of  the reporting structure and will appear as the top position / box in the Org Chart. ABSOLUTELY EVERY  EMPLOYEE under that top person MUST report to someone to be included in the organization. That  person that they report to MUST report to someone, etc., etc., etc., all the way from the lowest position  up to the top level person. Every Manager MUST be listed in the Employee field.  Visio does NOT handle “dotted line” reporting. You can manually drop in Dotted line reports, however  they are not understood by the automation or data source at all.  StepFive–TheSourceData,TheWizard,andRe‐Linking. Once the Visio Organizational Chart Wizard has completed the creation of the Organization Char.

1. 32 Bit/Orgchart for Visio Setup.msi
32 Bit/setup.exe
64 Bit/Orgchart for Visio Setup.msi
64 Bit/setup.exe
Create a Viable Data Set for Org Charts.pdf
Stepstocreateadatasetviabletouseasadatasourceforimportingfor
useinVisioOrganizationalDiagrammes
StepOne–theRequiredFields
In any data source, be it a Microsoft Excel Workbook, a Micros
oft Access Database, a Microsoft SQL
Database, a Microsoft SharePoint List, a Microsoft Exchange Di
rectory, or any other OLEDB or ODBC‐
Compliant data source, there MUST exist two fields which, with
their data, equate to:
A) The Employee’s unique name, or identifier, and
B) The Employee’s Manager’s (Supervisor’s, Reporting Person’
s) name, or identifier.
In the case of an Excel Workbook worksheet, these two fields w
ould be two distinct columns of data.
In the case of a Database, these would be two distinct fields in a

2. table, query or view.
In the case of a SharePoint list, these would be two unique field
s in the list.
StepTwo–TheRequiredColumn/FieldNames
If the data source is an Excel Workbook Worksheet, Row 1 MU
ST be the Column Headers. There is
absolutely NO naming convention required for the Column Head
ers. Typically the Names Employee and
Manager are used, however they can be any names that make se
nse, as long as the field (i.e. Column)
names are unique and will map to the A) Name of the Employee,
and B) The Name of the Person they
Report To.
StepThree–
ProperSpelling,Capitalization,Punctuation,andUseofNames
As an example, if the Person being Reported TO has the Name “
Joseph Jones”, and that name is used in
the Employee Field for that Manager, then for each employee in
that Employee’s Manager field MUST
show as reporting to “Joseph Jones”. This can NOT be listed as
“Joe Jones”, “Josef Jones”, “Joseph Q.
Jones”, “Jones, Joseph” or any other permutation of the name. T
here MUST be an EXACT match
between the name used for the Manager in that Manager’s Empl
oyee Field and the name used in the

3. Manager field for each of the Employees reporting to that Mana
ger under that name. This includes
proper spelling, capitalization, punctuation, and use of the name
.
StepFour–Structure
If an individual is listed as having no Manager, it is assumed by
Visio that the individual is the very top of
the reporting structure and will appear as the top position / box
in the Org Chart. ABSOLUTELY EVERY
EMPLOYEE under that top person MUST report to someone to
be included in the organization. That
person that they report to MUST report to someone, etc., etc., et
c., all the way from the lowest position
up to the top level person. Every Manager MUST be listed in th
e Employee field.
Visio does NOT handle “dotted line” reporting. You can manual
ly drop in Dotted line reports, however
they are not understood by the automation or data source at all.
StepFive–TheSourceData,TheWizard,andRe‐Linking.
Once the Visio Organizational Chart Wizard has completed the
creation of the Organization Chart, FROM
THAT POINT FORWARD, the diagram knows NOTHING about
the source data file that was used in the

4. creation of the diagramme. The Wizard reads the data ONE TIM
E, uses that data to generate the
diagramme and then is no longer associated in any manner with
the diagramme.
In order for the data changes in the data source to be recognized
by the Visio diagram, the Visio
diagram:
A) needs to have been created utilizing Visio 2007 Professional,
or Visio 2010 Professional or Premium
editions
B) needs to use the Data Linking to 1) Link the Data to the Diag
ramme as a whole, then 2) link the
individual records in the external data table to the appropriate S
martShape symbols. This second step
must be accomplished for every page in the Organizational Diag
ramme.
StepSix–WhatUpdatingWillandWillNOTUpdate
Once the re‐linking has been completed, if any of the data fields
in the source data file are changed and
saved, then they will be reflected in the external data table in th
e Visio diagramme.
Note that this applies to Shape Data and Data Graphics. The foll
owing scenarios will NOT result in proper

5. updating of the Visio diagramme.
1.
If a new employee is added to the data set, and the attached exte
rnal data table is refreshed, a
new box will NOT be automatically added to the diagramme. A
new record will show in the
external data table and will show as an unlinked record. The Vis
io diagramme creator / editor
will need to add the SmartShape to the diagramme at the approp
riate location and then link the
data record with that SmartShape symbol.
2.
If an employee is removed from the data set, and the attached ex
ternal data table is refreshed,
the box in the diagramme will NOT be automatically deleted fro
m the diagramme. Instead, since
the external data table no longer contains that record subsequent
to the data refresh, the
SmartShape that was linked to that record will have lost its reco
rd connection. That SmartShape
symbol will need to be manually deleted from the diagramme.
3.
If an employee was reporting to Manager “A” in the structure of
the diagramme, and the data

6. record changes such that the employee now reports to Manager
“B”, the SmartShape symbol
will update its Shape Data fields, however the SmartShape WIL
L NOT RELOCATE to show the
change in reporting structure. The Visio diagramme creator / edi
tor must manually relocate the
SmartShape to the new location and ensure that it is properly gl
ued / connected in the
diagramme.
Steps to create a data set viable to use as a data source for
importing for use in Visio Organizational DiagrammesStep One
– the Required FieldsStep Two – The Required Column / Field
NamesStep Three – Proper Spelling, Capitalization,
Punctuation, and Use of NamesStep Four – StructureStep Five –
The Source Data, The Wizard, and Re-Linking.Step Six – What
Updating Will and Will NOT Update
Excel Workbook for use as Sample Organizational Data.xlsx
Sheet1Record NumberEmployee Number
David Edson: David Edson:
Optional Field
Used to uniquely identify a named employeeEmployee Name
David Edson: David Edson:
Mandatory Field
Free Field Name
Used if Employee Number is NOT used to uniquely identify
each Employee
Title

7. David Edson: David Edson:
Optional Field
Variable Field Name
Used to establish Employee's Title within the
OrganizationPosition TypeIs Assistant
David Edson: David Edson:
Optional Field
Variable Field Name
True/False or Yes/No Field used to flag if this employee is an
Administrative AssistantManager ID Number
Dave Edson: Dave Edson:
Optional Field
Used if Employee Number
Is UsedPrimary Manager
David Edson: David Edson:
Mandatory Field
Variable Field Name
Used ti Identify the Primary Manager for person named in
Employee Name Field
Syntax in this field MUST BE and exact match to value in
Employee Name fieldDotted-Line Manager 1
David Edson: David Edson:
Optional Field
Variable Field Name
Used to Identify Dotted Line Manager 1. Naming must be an
exact match to Employee Name field entryDotted-Line Manager

8. 2
David Edson: David Edson:
Optional Field
Variable Field Name
Used to Identify Dotted Line Manager 2. Naming must be an
exact match to Employee Name field entryDotted-Line Manager
3
David Edson: David Edson:
Optional Field
Variable Field Name
Used to Identify Dotted Line Manager 3. Naming must be an
exact match to Employee Name field entryLocation
David Edson: David Edson:
Optional Field
Variable Field Name
Used to List Location for this EmployeeBuilding
David Edson: David Edson:
Optional Field
Variable Field Name
Used to List Building
for this EmployeeOffice
David Edson: David Edson:
Optional Field
Variable Field Name
Used to List Office Number / Name for this
EmployeeDivisionDepartment

9. David Edson: David Edson:
Optional Field
Variable Field Name
Used to List Department for this EmployeeTelephone
David Edson: David Edson:
Optional Field
Variable Field Name
Used to List Telephone Number / Extension for this
EmployeeeMail
David Edson: David Edson:
Optional Field
Variable Field Name
Used to List eMail address for this EmployeeStart Date
David Edson: David Edson:
Optional Field
Variable Field Name
Used to List Hire Date for this EmployeeTenure
David Edson: David Edson:
Optional Field
Variable Field Name
Used to List Tenure in Months for this EmployeeSalary
David Edson: David Edson:
Optional Field
Variable Field Name

10. Used to List Annual Salary for this EmployeeCurrent
Performance
David Edson: David Edson:
Optional Field
Variable Field Name
Used to List Current Numeric / Textual Performance Rating for
this EmployeeAverage Performance
David Edson: David Edson:
Optional Field
Variable Field Name
Used to List Numeric / Textual Average Performance Rating for
this EmployeePhoto File
David Edson: David Edson:
Optional Field
Variable Field Name
Used to List Filename.Extension for the image file (employee
photograph) for this Employee00001CZ2012CA0001Jossef
GoldbergChief Executive OfficerExecutiveNoTiburon, CA
USABalmoral M314102Technology ConsultingOffice of the
President555-
0100[email protected]2/16/0436$245,000.0044Face000.jpgExec
utiveYes88888CZ2012CA1001Cheryl HyrdyStrategic
ConsultantManagerNoCZ2012CA0001Clair
Hector$55,000.00katrina.jpg00002CZ2012CA0002Suzan
FineExecutive AssistantAssistantNoCZ2012CA0001Jossef
Goldberg<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314104Technology ConsultingOffice of the President555-
0101[email protected]2/17/0430$41,000.0055Face001.jpgManag
erNo00003CZ2012CA0003Anthony ChorExecutive
AssistantAssistantNoCZ2012CA0025Clair

11. Hector<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314108Technology ConsultingOperations555-
0103[email protected]2/18/0430$41,000.0033Face002.jpgPositi
on00004CZ2012CA0004Laura
JenningsCFOManagerNoCZ2012CA0001Jossef
Goldberg<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314110Technology ConsultingFinance555-
0104[email protected]2/19/0428$126,000.0044Face003.jpgCons
ultant00005CZ2012CA0005John TippettExecutive
AssistantPositionNoCZ2012CA0004Laura
Jennings<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314112Technology ConsultingFinance555-
0105[email protected]2/20/0430$41,000.0055Face004.jpgVacan
cy00006CZ2012CA0006Thom McCannSenior VP
ProductionManagerNoCZ2012CA0001Jossef
Goldberg<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314113Technology ConsultingProduction555-
0106[email protected]2/21/0432$118,000.0044Face005.jpgAssis
tant00007CZ2012CA0007Ashley
LarsenDirectorManagerNoCZ2012CA0001Jossef
Goldberg<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314114Technology ConsultingSales555-
0109[email protected]2/22/0431$117,500.0033Face006.jpg0000
8CZ2012CA0008Ken BergmanExecutive
AssistantAssistantNoCZ2012CA0006Thom
McCann<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314115Technology ConsultingProduction555-
0107[email protected]2/23/0430$41,000.0022Face007.jpg00009
CZ2012CA0009Mike TianoExecutive
AssistantAssistantNoCZ2012CA0007Ashley
Larsen<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314116Technology ConsultingMarketing555-
0108[email protected]2/24/0430$41,000.0033Face008.jpg00010
CZ2012CA0010Eric LangCorporate
CounselManagerNoCZ2012CA0025Clair
Hector<TBD><TBD><TBD>Tiburon, CA USABalmoral

12. M314118Technology ConsultingOperations555-
0110[email protected]2/25/0428$105,700.0055Face009.jpg0001
1CZ2012CA0011Linda
LesteTreasurerManagerNoCZ2012CA0004Laura JenningsClair
Hector<TBD><TBD>Tiburon, CA USABalmoral
M314119Technology ConsultingFinance555-
0111[email protected]2/26/0434$99,000.0044Face010.jpg00012
CZ2012CA0012Ketan
DalalSecretaryPositionNoCZ2012CA0011Linda
Leste<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314120Technology ConsultingFinance555-
0112[email protected]2/27/0429$52,000.0033Face011.jpg00013
CZ2012CA0013David EdsonA/P
ManagerManagerNoCZ2012CA0026Suki
White<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314122Technology ConsultingFinance555-
0113[email protected]2/28/0427$78,500.0055Face012.jpg00014
CZ2012CA0014Andrew DixonA/R
ManagerManagerNoCZ2012CA0026Suki
White<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314124Technology ConsultingFinance555-
0114[email protected]2/29/0418$78,200.0044Face013.jpg00015
CZ2012CA0015Sean ChaiAssociate
CouncilPositionNoCZ2012CA0010Eric
Lang<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314126Technology ConsultingOperations555-
0115[email protected]3/1/046$86,000.0044Face014.jpg00016CZ
2012CA0016Graham EadsSenior
ManagerManagerNoCZ2012CA0007Ashley
Larsen<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314128Technology ConsultingSales555-
0116[email protected]3/2/0435$71,000.0055Face015.jpg00017C
Z2012CA0017Helmut HornigNorth America Sales
ManagerManagerNoCZ2012CA0007Ashley
Larsen<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314202Technology ConsultingSales555-

13. 0114[email protected]3/3/0411$78,100.0033Face016.jpg00018C
Z2012CA0018Jae PakNational Account
ManagerManagerNoCZ2012CA0017Helmut
Hornig<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314204Technology ConsultingSales555-
0118[email protected]3/4/0421$78,100.0033Face017.jpg00019C
Z2012CA0019Denise SmithNational Account
ManagerManagerNoCZ2012CA0017Helmut
Hornig<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314206Technology ConsultingSales555-
0119[email protected]3/5/0424$78,100.0044Face018.jpg00020C
Z2012CA0020Kimberly BowenInternal Sales
RepresentativePositionNoCZ2012CA0017Helmut
Hornig<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314208Technology ConsultingSales555-
0120[email protected]3/6/0428$61,000.0033Face019.jpg00021C
Z2012CA0021Lani OtaInternal Sales
RepresentativePositionNoCZ2012CA0017Helmut
Hornig<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314270Technology ConsultingSales555-
0121[email protected]3/7/0421$61,000.0011Face020.jpg00022C
Z2012CA0022Jeffrey PiiraInternal Sales
RepresentativePositionNoCZ2012CA0017Helmut
Hornig<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314273Technology ConsultingSales555-
0122[email protected]3/8/0419$61,000.0033Face021.jpg00023C
Z2012CA0023Jonathan YoungInternal Sales
RepresentativePositionNoCZ2012CA0017Helmut
Hornig<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314275Technology ConsultingSales555-
0123[email protected]3/9/0416$61,000.0033Face022.jpg00024C
Z2012CA0024Patricia BrookeOperations
ManagerManagerNoCZ2012CA0025Clair
Hector<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314277Technology ConsultingOperations555-
0124[email protected]3/10/0418$77,880.0044Face023.jpg00025

14. CZ2012CA0025Clair HectorChief Operating
OfficerManagerNoCZ2012CA0001Jossef
Goldberg<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314106Technology ConsultingOperations555-
0102[email protected]3/11/0416$51,850.0034Face024.jpg00026
CZ2012CA0026Suki WhiteFinance
DirectorManagerNoCZ2012CA0004Laura JenningsClair
Hector<TBD><TBD>Tiburon, CA USABalmoral
M314279Technology ConsultingFinance555-
0125[email protected]3/12/0418$97,800.0044Face025.jpg00027
CZ2012CA0027Beth
SilverbergControllerManagerNoCZ2012CA0026Suki
White<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314280Technology ConsultingFinance555-
0126[email protected]3/13/0421$58,900.0033Face026.jpg00028
CZ2012CA0028Karan KhannaCustomer Services
ManagerManagerNoCZ2012CA0024Patricia
Brooke<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314281Technology ConsultingOperations555-
0127[email protected]3/14/0419$77,400.0033Face027.jpg00029
CZ2012CA0029Jolie LenehanProduction
ManagerManagerNoCZ2012CA0006Thom
McCann<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314283Technology ConsultingProduction555-
0128[email protected]3/15/0414$77,850.0044Face028.jpg00030
CZ2012CA0030Paul BormQuality Assurance
ManagerManagerNoCZ2012CA0044Connie
Waite<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314285Technology ConsultingProduction555-
0129[email protected]3/16/0416$78,200.0033Face029.jpg00031
CZ2012CA0031Miles RichardsonQuality
AssurancePositionNoCZ2012CA0044Connie
Waite<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314287Technology ConsultingProduction555-
0130[email protected]3/17/0421$62,500.0044Face030.jpg00032
CZ2012CA0032Jon GrandeQuality

15. AssurancePositionNoCZ2012CA0044Connie
Waite<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314288Technology ConsultingProduction555-
0131[email protected]3/18/0414$62,500.0022Face031.jpg00033
CZ2012CA0033Robert O'HaraQuality
AssurancePositionNoCZ2012CA0044Connie
Waite<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314289Technology ConsultingProduction555-
0132[email protected]3/19/0417$62,500.0033Face032.jpg00034
CZ2012CA0034Michael PattenQuality
AssurancePositionNoCZ2012CA0044Connie
Waite<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314290Technology ConsultingProduction555-
0133[email protected]3/20/0421$62,500.0022Face033.jpg00035
CZ2012CA0035David JaffeMarketing
DirectorManagerNoCZ2012CA0007Ashley
Larsen<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314291Technology ConsultingMarketing555-
0134[email protected]3/21/0424$105,900.0033Face034.jpg0003
6CZ2012CA0036Stephanie HooperStrategic Planning
ManagerManagerNoCZ2012CA0007Ashley
Larsen<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314295Technology ConsultingMarketing555-
0135[email protected]3/22/0418$79,100.0044Face035.jpg00037
CZ2012CA0037Helge HoeingMarketing
ManagerManagerNoCZ2012CA0035David
Jaffe<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314297Technology ConsultingMarketing555-
0136[email protected]3/23/0411$78,880.0055Face036.jpg00038
CZ2012CA0038Wendy
VasseMarketingPositionNoCZ2012CA0035David
Jaffe<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314298Technology ConsultingMarketing555-
0137[email protected]3/24/0424$67,000.0033Face037.jpg00039
CZ2012CA0039Joshua
RandallMarketingPositionNoCZ2012CA0035David

16. Jaffe<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314299Technology ConsultingMarketing555-
0138[email protected]3/25/0425$67,000.0033Face038.jpg00040
CZ2012CA0040Geof
MillerMarketingPositionNoCZ2012CA0035David
Jaffe<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314302Technology ConsultingMarketing555-
0139[email protected]3/26/0424$67,000.0033Face039.jpg00041
CZ2012CA0041Toby NixonGroup Product
ManagerManagerNoCZ2012CA0035David
Jaffe<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314304Technology ConsultingMarketing555-
0140[email protected]3/27/0428$76,500.0044Face040.jpg00042
CZ2012CA0042Meng PhuaProduct
ManagerManagerNoCZ2012CA0041Toby
Nixon<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314306Technology ConsultingMarketing555-
0141[email protected]3/28/0422$74,900.0033Face041.jpg00043
CZ2012CA0043Richard LumMarketing
ConsultantConsultantNoCZ2012CA0041Toby
Nixon<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314308Technology ConsultingMarketing555-
0142[email protected]3/29/0428$50,000.0022Face042.jpg00044
CZ2012CA0044Connie WaiteR&D
DirectorManagerNoCZ2012CA0006Thom
McCann<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314310Technology ConsultingR&D555-
0143[email protected]3/30/0432$96,900.0033Face043.jpg00045
CZ2012CA0045Amy JonesTechnical
ManagerManagerNoCZ2012CA0044Connie
Waite<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314311Technology ConsultingProduction555-
0144[email protected]3/31/0434$76,800.0033Face044.jpg00046
CZ2012CA0046Tad OrmanGraphics
ScientistPositionNoCZ2012CA0045Amy
Jones<TBD><TBD><TBD>Tiburon, CA USABalmoral

17. M314312Technology ConsultingR&D555-
0145[email protected]4/1/0430$52,500.0044Face045.jpg00047C
Z2012CA0047Jan MiksovskyGraphics
ScientistPositionNoCZ2012CA0045Amy
Jones<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314313Technology ConsultingR&D555-
0146[email protected]4/2/0431$52,500.0033Face046.jpg00048C
Z2012CA0048Heather MitchellGame
DesignerPositionNoCZ2012CA0045Amy
Jones<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314314Technology ConsultingR&D555-
0147[email protected]4/3/0430$52,500.0033Face047.jpg00049C
Z2012CA0049Jim KimGraphics
ScientistPositionNoCZ2012CA0045Amy
Jones<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314315Technology ConsultingR&D555-
0148[email protected]4/4/0431$52,500.0022Face048.jpg00050C
Z2012CA0050Deanna MeyerGame
DesignerPositionNoCZ2012CA0045Amy
Jones<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314316Technology ConsultingR&D555-
0149[email protected]4/5/0430$52,500.0033Face049.jpg00051C
Z2012CA0051Cynthia RandallStrategic
PlannerPositionNoCZ2012CA0036Stephanie
Hooper<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314318Technology ConsultingMarketing555-
0150[email protected]4/6/0425$56,200.0044Face050.jpg00052C
Z2012CA0052Karen BergeStrategic
PlannerPositionNoCZ2012CA0036Stephanie
Hooper<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314319Technology ConsultingMarketing555-
0151[email protected]4/7/0425$56,200.0055Face051.jpg00053C
Z2012CA0053Jose LugoStrategic
PlannerPositionNoCZ2012CA0036Stephanie
Hooper<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314320Technology ConsultingMarketing555-

18. 0152[email protected]4/8/0425$56,200.0044Face052.jpg00054C
Z2012CA0054Suanne NagataStrategic
PlannerPositionNoCZ2012CA0036Stephanie
Hooper<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314322Technology ConsultingMarketing555-
0153[email protected]4/9/0425$56,200.0044Face053.jpg00055C
Z2012CA0055Servier RoomanoLogistics
ManagerManagerNoCZ2012CA0024Patricia
Brooke<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314323Technology ConsultingOperations555-
0154[email protected]4/10/0420$71,000.0011Face054.jpg00056
CZ2012CA0056Rick
RaddatzLogisticsConsultantNoCZ2012CA0024Patricia
Brooke<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314324Technology ConsultingOperations555-
0155[email protected]4/11/0424$51,500.0044Face055.jpg00057
CZ2012CA0057Joanna
FullerOperationsPositionNoCZ2012CA0024Patricia
Brooke<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314326Technology ConsultingOperations555-
0156[email protected]4/12/0419$51,600.0044Face056.jpg00058
CZ2012CA0058Jane
ClaytonOperationsPositionNoCZ2012CA0024Patricia
Brooke<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314328Technology ConsultingOperations555-
0157[email protected]4/13/0416$51,400.0033Face057.jpg00059
CZ2012CA0059Mariehe IwemaOperations
AssistantAssistantYesCZ2012CA0024Patricia
Brooke<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314330Technology ConsultingOperations555-
0158[email protected]4/14/045$38,000.0044Face058.jpg00060C
Z2012CA0060Rob CaronSales Director Latin
AmericaManagerNoCZ2012CA0007Ashley
Larsen<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314401Technology ConsultingSales555-
0159[email protected]4/15/0421$75,000.0033Face059.jpg00061

19. CZ2012CA0061Claus RomanowskySouth America Sales
ManagerManagerNoCZ2012CA0060Rob
Caron<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314403Technology ConsultingSales555-
0160[email protected]4/16/0420$75,000.0033Face060.jpg00062
CZ2012CA0062Brad SuttonSouth America
SalesPositionNoCZ2012CA0060Rob
Caron<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314405Technology ConsultingSales555-
0161[email protected]4/17/0418$50,000.0033Face061.jpg00063
CZ2012CA0063Joe HowardSouth America
SalesPositionNoCZ2012CA0060Rob
Caron<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314407Technology ConsultingSales555-
0162[email protected]4/18/0416$50,000.0022Face062.jpg00064
CZ2012CA0064Kim AkersSouth America
SalesPositionNoCZ2012CA0060Rob
Caron<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314409Technology ConsultingSales555-
0163[email protected]4/19/0417$50,000.0022Face063.jpg00065
CZ2012CA0065Sunil KoduriAfrica & Middle East Sales
ManagerManagerNoCZ2012CA0066William
Vong<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314411Technology ConsultingSales555-
0164[email protected]4/20/0419$75,000.0033Face064.jpg00066
CZ2012CA0066William VongSales Director
EuropeManagerNoCZ2012CA0007Ashley
Larsen<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314413Technology ConsultingSales555-
0165[email protected]4/21/0421$92,000.0044Face065.jpg00067
CZ2012CA0067Kathie FloodNordic Sales
ManagerManagerNoCZ2012CA0066William
Vong<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314415Technology ConsultingSales555-
0166[email protected]4/22/0422$75,000.0044Face066.jpg00068
CZ2012CA0068Daniel PennUK & Ireland Sales

20. ManagerManagerNoCZ2012CA0066William
Vong<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314460Technology ConsultingSales555-
0167[email protected]4/23/0421$75,000.0055Face067.jpg00090
CZ2012CA0825Mme McGooChief Operating
OfficerManagerNoCZ2012CA0001Clair
Hector<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314106Technology ConsultingOperations555-
0102[email protected]3/11/0416$51,850.0034Face024.jpg00069
CZ2012CA0069Carol PhilipsSouthern Europe Sales
ManagerManagerNoCZ2012CA0066William
Vong<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314461Technology ConsultingSales555-
0168[email protected]4/24/0421$75,000.0044Face068.jpg00070
CZ2012CA0070Stefan KnorrCentral Europe Sales
ManagerManagerNoCZ2012CA0066William
Vong<TBD><TBD><TBD>Tiburon, CA USABalmoral
M314465Technology ConsultingSales555-
0169[email protected]4/25/0421$75,000.0044Face069.jpgmailto
:[email protected]mailto:[email protected]
Sheet2
Sheet3
Excel-Workbook-Template-for-use-in-OrgChart-for-Visio-Data-
Import.xlsx
Sheet1Record NumberEmployee Number
David Edson: David Edson:
Optional Field
Used to uniquely identify a named employeeEmployee Name
David Edson: David Edson:
Mandatory Field
Free Field Name

21. Used if Employee Number is NOT used to uniquely identify
each Employee
Title
David Edson: David Edson:
Optional Field
Variable Field Name
Used to establish Employee's Title within the
OrganizationPosition TypeIs Assistant
David Edson: David Edson:
Optional Field
Variable Field Name
True/False or Yes/No Field used to flag if this employee is an
Administrative AssistantManager ID Number
Dave Edson: Dave Edson:
Optional Field
Used if Employee Number
Is UsedPrimary Manager
David Edson: David Edson:
Mandatory Field
Variable Field Name
Used ti Identify the Primary Manager for person named in
Employee Name Field
Syntax in this field MUST BE and exact match to value in
Employee Name fieldDotted-Line Manager 1
David Edson: David Edson:
Optional Field

22. Variable Field Name
Used to Identify Dotted Line Manager 1. Naming must be an
exact match to Employee Name field entryDotted-Line Manager
2
David Edson: David Edson:
Optional Field
Variable Field Name
Used to Identify Dotted Line Manager 2. Naming must be an
exact match to Employee Name field entryDotted-Line Manager
3
David Edson: David Edson:
Optional Field
Variable Field Name
Used to Identify Dotted Line Manager 3. Naming must be an
exact match to Employee Name field entryLocation
David Edson: David Edson:
Optional Field
Variable Field Name
Used to List Location for this EmployeeBuilding
David Edson: David Edson:
Optional Field
Variable Field Name
Used to List Building
for this EmployeeOffice
David Edson: David Edson:
Optional Field

23. Variable Field Name
Used to List Office Number / Name for this
EmployeeDivisionDepartment
David Edson: David Edson:
Optional Field
Variable Field Name
Used to List Department for this EmployeeTelephone
David Edson: David Edson:
Optional Field
Variable Field Name
Used to List Telephone Number / Extension for this
EmployeeeMail
David Edson: David Edson:
Optional Field
Variable Field Name
Used to List eMail address for this EmployeeStart Date
David Edson: David Edson:
Optional Field
Variable Field Name
Used to List Hire Date for this EmployeeTenure
David Edson: David Edson:
Optional Field
Variable Field Name
Used to List Tenure in Months for this EmployeeSalary

24. David Edson: David Edson:
Optional Field
Variable Field Name
Used to List Annual Salary for this EmployeeCurrent
Performance
David Edson: David Edson:
Optional Field
Variable Field Name
Used to List Current Numeric / Textual Performance Rating for
this EmployeeAverage Performance
David Edson: David Edson:
Optional Field
Variable Field Name
Used to List Numeric / Textual Average Performance Rating for
this EmployeePhoto File
David Edson: David Edson:
Optional Field
Variable Field Name
Used to List Filename.Extension for the image file (employee
photograph) for this
Employee00001000020000300004000050000600007000080000
90001000011000120001300014000150001600017000180001900
02000021000220002300024000250002600027000280002900030
00031000320003300034000350003600037000380003900040000
41000420004300044000450004600047000480004900050000510
00520005300054000550005600057000580005900060000610006
20006300064000650006600067000680006900070
Sheet2
Sheet3

25. HeadShots.zip
HeadShots/Face000.jpg
HeadShots/Face001.jpg
HeadShots/Face002.jpg
HeadShots/Face003.jpg
HeadShots/Face004.jpg
HeadShots/Face005.jpg
HeadShots/Face006.jpg
HeadShots/Face007.jpg
HeadShots/Face008.jpg
HeadShots/Face009.jpg
HeadShots/Face010.jpg
HeadShots/Face011.jpg
HeadShots/Face012.jpg
HeadShots/Face013.jpg
HeadShots/Face014.jpg
HeadShots/Face015.jpg
HeadShots/Face016.jpg

26. HeadShots/Face017.jpg
HeadShots/Face018.jpg
HeadShots/Face019.jpg
HeadShots/Face020.jpg
HeadShots/Face021.jpg
HeadShots/Face022.jpg
HeadShots/Face023.jpg
HeadShots/Face024.jpg
HeadShots/Face025.jpg
HeadShots/Face026.jpg
HeadShots/Face027.jpg
HeadShots/Face028.jpg
HeadShots/Face029.jpg
HeadShots/Face030.jpg
HeadShots/Face031.jpg
HeadShots/Face032.jpg
HeadShots/Face033.jpg
HeadShots/Face034.jpg

27. HeadShots/Face035.jpg
HeadShots/Face036.jpg
HeadShots/Face037.jpg
HeadShots/Face038.jpg
HeadShots/Face039.jpg
HeadShots/Face040.jpg
HeadShots/Face041.jpg
HeadShots/Face042.jpg
HeadShots/Face043.jpg
HeadShots/Face044.jpg
HeadShots/Face045.jpg
HeadShots/Face046.jpg
HeadShots/Face047.jpg
HeadShots/Face048.jpg
HeadShots/Face049.jpg
HeadShots/Face050.jpg
HeadShots/Face051.jpg
HeadShots/Face052.jpg

28. HeadShots/Face053.jpg
HeadShots/Face054.jpg
HeadShots/Face055.jpg
HeadShots/Face056.jpg
HeadShots/Face057.jpg
HeadShots/Face058.jpg
HeadShots/Face059.jpg
HeadShots/Face060.jpg
HeadShots/Face061.jpg
HeadShots/Face062.jpg
HeadShots/Face063.jpg
HeadShots/Face064.jpg
HeadShots/Face065.jpg
HeadShots/Face066.jpg
HeadShots/Face067.jpg
HeadShots/Face068.jpg
HeadShots/Face069.jpg
Installation Guide.pdf

29. 2012
OfficeWork Software
Product Development Team
ORGCHART FOR VISIO – [
INSTALLATION GUIDE ]
A brief guide to installing OfficeWork Software’s OrgChart for
Visio 2010. NOTE: Installation of this add-
in for Visio requires Microsoft Visio 2010 Professional Edition
or Microsoft Visio 2010 Premium Edition
Copyright © 2012 OfficeWork Software – All Rights Reserved
Page 1
OrgChart for Visio Installation Guide
Table of Contents
OrgChart for Visio Installation Guide
...............................................................................................
........ 1
The Media
...............................................................................................

30. ............................................ 2
Download
...............................................................................................
......................................... 2
CD Media
...............................................................................................
.......................................... 2
Begin the Install
............................................................................. ..................
.................................... 2
Install Screen One
...............................................................................................
............................. 2
Install Screen Two
...............................................................................................
............................. 3
Install Screen Three
...............................................................................................
.......................... 3
Install Screen Four
...............................................................................................
............................ 4
Install Screen Five
...............................................................................................
............................. 4
Enter your OrgChart for Visio License Key
............................................................................................ 5

31. Installation Complete
...............................................................................................
........................... 6
Copyright © 2012 OfficeWork Software – All Rights Reserved
Page 2
The Media
Download
1. If you download the Installation Package from the OrgChart
for Visio Web Site, you will copy to
your Windows Desktop the .ZIP file containing the Installation
Package.
2. Create a folder. You can name this folder any convenient
name such as “OC4VInstall”.
3. Move the .ZIP file to the folder you have just created.
4. Unzip the .ZIP file to this same folder.
CD Media
1. Create a folder anywhere you desire on your local machine.
You can name this folder any

32. convenient name such as “OC4VInstall”.
2. If you obtained a box product of the OrgChart for Visio with
installation CD, you will copy the
.ZIP file containing the Installation Package found on the root
directory of the CD to your
Windows Desktop.
3. Move the .ZIP file to the folder you have just created.
4. Unzip the .ZIP file to this same folder.
Begin the Install
You will now find two additional files in your new folder; a file
labeled Setup.exe, and a file labeled
Orgchart for Visio Setup.msi.
1. Double-click on the Setup.EXE file in the folder where you
have placed the .ZIP file and unzipped
the file. This action will launch the Orgchart for Visio
Installation Wizard.
Install Screen One
Copyright © 2012 OfficeWork Software – All Rights Reserved
Page 3

33. 2. Left-click the Next > Command Button to to advance to the
next screen of the Orgchart for Visio
Installation Wizard.
Install Screen Two
3. Ensure that the Radio Button near the bottom of the Screen
labeled “Everyone” is selected, then
Left-click the Next > Command Button to advance to the next
screen of the Orgchart for Visio
Installation Wizard.
Install Screen Three
Copyright © 2012 OfficeWork Software – All Rights Reserved
Page 4
4. Left-click the Next > Command Button to advance to the next
screen of the Orgchart for Visio
Installation Wizard.
Install Screen Four
5. A Progress Bar will keep you apprised of the progress that
OrgChart for Visio is making during

34. the Installation Process. If, during the process you encounter an
Alert dialog asking for your
permission to proceed with the installation, Left-click the Yes
or Agree Command Button to
continue. Left-click the Next > Command Button to advance to
the next screen of the Orgchart
for Visio Installation Wizard.
Install Screen Five
Copyright © 2012 OfficeWork Software – All Rights Reserved
Page 5
6. When the Orgchart for Visio Installation has successfully
completed the Installation, you will see
the final screen of the Wizard as illustrated above. Left-click
the Close Command Button to close
the Installation Wizard and return you to the Windows Desktop.
Enter your OrgChart for Visio License Key
1. Launch Microsoft Visio 2010 Professional or Microsoft Visio
2010 Premium as you normally
would.

35. 2. Left-click the Dark Blue File Ribbon Tab to enter Visio
2010’s Backstage View.
3. In the Backstage view, locate the OfficeWork Software Item
at the Left (Menu) Area of the
Backstage view and Left-click to select the OfficeWork Menu
item.
4. Enter your License Key into the Text Box to the Right of the
Label “Enter License Key:”
Copyright © 2012 OfficeWork Software – All Rights Reserved
Page 6
5. Return to the New Area of the Backstage Area by Left-
clicking on the “New” Item (Menu) at the
Left of the Backstage area.
Installation Complete
OC4V-R1-GETTING_STARTED_GUIDE.pdf

36. 2012
OfficeWork Software
Product Development Team
[ORGCHART FOR VISIO –
GETTING STARTED GUIDE]
A brief guide to getting started with OfficeWork Software’s
OrgChart for Visio 2010. NOTE: use of this
add-in for Visio requires Microsoft Visio 2010 Professional
Edition or Microsoft Visio 2010 Premium
Edition
Copyright © 2012 OfficeWork Software – All Rights Reserved
Page 1
OrgChart for Visio Getting Started Guide
Table of Contents
OrgChart for Visio Getting Started Guide
...............................................................................................
.. 1
Beginning a New Organizational Diagram with OrgChart for
Visio ........................................................ 2
Launch Visio 2010 Professional Edition or Visio 2010 Premium
Edition ............................................ 2
The Backstage View

37. ...............................................................................................
.......................... 2
The OrgChart for Visio Diagramming Environment
............................................................................... 3
The Visio 2010 OrgChart Ribbon Tab
...............................................................................................
. 4
Import OrgChart Data
...............................................................................................
........................... 5
Configuring OrgChart for Visio to Use the External Data
.................................................................... 10
Define the Scope of the Initial Drawing of the OrgChart
..................................................................... 13
Expanding the Subordinates under a Superior
................................................................................... 15
Expand on Page
...............................................................................................
.............................. 15
Expand on New Page
............................................................................................ ...
...................... 16
Formatting the Employee Box(s)
...............................................................................................
......... 17
Modifying the Layout of the Employee Boxes

38. .................................................................................... 20
Displaying Key Performance Indicators – Data Graphics
..................................................................... 21
Defining a Data Graphic
...............................................................................................
.................. 21
Data Reporting
...............................................................................................
................................... 24
Conclusion
...............................................................................................
.......................................... 25
Copyright © 2012 OfficeWork Software – All Rights Reserved
Page 2
Beginning a New Organizational Diagram with OrgChart for
Visio
Launch Visio 2010 Professional Edition or Visio 2010 Premium
Edition
From The Windows Desktop
1. If you have a Shortcut to Visio 2010 on your Windows
Desktop as a Desktop Icon, launch Visio

39. 2010 by using your Left-mouse button and Double-clicking on
the Visio 2010 Icon
From the Windows Start Menu
1. Locate the Windows Gem in the Lower-Left-Hand-Corner of
your Windows Desktop.
2. Left-click to select the Windows Gem. This action will
display the Windows Start Menu
3. Select “All Programs” from the Windows Start Menu
4. Scroll down through the listing of all Programs that are
installed on your local machine and
locate the item listed as “Microsoft Office”
5. Left-click to expand the Microsoft Office item and locate the
sub-item listed as “Microsoft Visio
2010”
6. Left-click to select the Microsoft Visio 2010 Item. This
action will launch Microsoft Visio 2010.
The Backstage View
Once you have launched Microsoft Visio 2010 you will be, by
default, viewing the “Backstage View”. An
example of this is shown in the Illustration below (Figure 1).
Figure 1 – Backstage View

40. Note that in the main body of the Backstage View, there are
Three general Sections: (1) Recently Used
Templates, (2) Template Categories, and (3) Other Ways to Get
Started.
If you have used OrgChart for Visio previously, an Icon for
OrgChart for Visio may be displayed in the
Previously Used Templates area. To begin a new OrgChart
using the OrgChart for Visio Add-In, simply
Double-click, using your Left-Mouse-Button, on the OrgChart
for Visio Icon in the Previously Used
Copyright © 2012 OfficeWork Software – All Rights Reserved
Page 3
Templates Area. This action will begin a new Organizational
Diagram based upon the OrgChart for Visio
Template and you will next be viewing the Visio Diagramming
Environment with a new diagram based
on the OrgChart for Visio template and the OrgChart for Visio
Add-In active.
If you have NOT previously created an OrgChart using the
OrgChart for Visio Add-In, you will not find
an Icon for the OrgChart for Visio Add-In in the Recently Used
Templates. You WILL however, regardless

41. of whether you have used the OrgChart for Visio Add-In before
or not, find a Folder in the Template
Categories area of the Backstage View.
Using your Left-Mouse-Button, Left-Click on the Folder listed
as “OfficeWork Software” in the Template
Categories Area. This action will change the Backstage View to
display the Available
Solution
s from
OfficeWork Software. The Add-In currently available is the
OrgChart for Visio solution. Your Backstage
View will look similar to the Illustration as shown in Figure 2
Below.
Figure 2 – Backstage View in OfficeWork Software