Creating an org chart using xmind how to#
Creating an org chart using xmind update#

If the shapes are linked to data, the data is updated normally when you run Refresh Data, but only inside existing shapes.

If themes or photos were added to shapes, they must be added again to make the charts look similar. If you generate a new chart, no customizations that were made to the earlier chart are included in the new chart.

Creating an org chart using xmind update#

To reflect changes in the structure of an organization, you must update the org chart manually or generate a new chart. The Team Frame is basically a modified rectangle shape that you can use to visually group and name teams. The dotted-line report behaves like an ordinary connector. Move related shapes near each other, and then add dotted-line connectors to show secondary reporting structures, or use the Team Frame shape to highlight a virtual team. Show teams by using the Team Frame or dotted linesĪfter you create an org chart, you can rearrange the information to reflect virtual team relationships. To access Help, press F1 or click the Help button. Note: Specific help is available for most wizard pages. On the next page of the wizard, you can choose the fields from your data file that you want to add to organization chart shapes as shape data fields.

On the next page of the wizard, you can define what specific fields you want displayed by using the Add and Remove buttons and the display order of the fields by using the Up and Down buttons. On the next page of the wizard, select the column (fields) in your data file that contain the information that defines your organization such as Name, Reports To, and First Name. Select the language you want to use on the chart wizard and then click Next to continue. On the first page of the wizard, select Information that's already stored in a file or database and then click Next to continue.Ĭhoose the file type where your organization information is stored in by clicking Browse, then browse to the location of this file. For the employee at the top of the organization chart, leave this field blank. Whom the employee reports to This field must contain each manager's unique identifier, whether that identifier is a name or an ID number. Unique identifier If each name is not unique, include a column with a unique identifier, such as an employee ID number, for each employee. When you run the Organization Chart Wizard, you can identify which columns (or field names) contain the name, ID, and report-to.Įmployee name The way that employee names appear in this field is the way that they appear on the organization chart shapes. Note: You can name the columns whatever you want. If you want to hyperlink and synchronize employee shape across the pages, select the options Hyperlink employee shape across the pages and Synchronize employee shape across the pages.Īfter you made all your selections, click Finish. You can choose I want to specify how much of my organization to display on each page, or you can let the wizard define each page automatically by selecting I want the wizard to automatically break my organization chart across the pages. On the last page of the wizard, you can specify how much of your organization to display on each page. Follow the remaining instructions on this page, and then click Next to continue. To include pictures on your org chart, select Don’t include pictures in my organization chart, otherwise select Locate the folder that contains your organization pictures. Important: Do not delete Name and Reports_to columns, but you may change, delete, or add other columns you may need for your org chart.Įxit either Excel or Notepad file after adding your information, and then click Next to continue. Select Excel or Delimited text, type a name for the new file, and then click Next. On the first page of the Organization Chart Wizard, select Information that I enter using the wizard, and then click Next. On the File tab, point to New, click Organization Chart, choose Metric Units or US Units and then click Create. You can use this method if you want to change or add more information then default information fields, and you don't already have your data in a different program file. You can arrange the Layout of org chart, space between shapes, the height and width of shapes, using the various commands and options on the Org Chart tab.Īutomatically create an organization chart from a new data table Type a name and title for each one and also add a picture of members if you want. To automatically connect the shapes, drag the subordinate shapes onto superior shapes according to your organization hierarchy, or you can choose to manually connect using the connector shapes.

Creating an org chart using xmind how to#

Note: For information about how to add more data to the shapes, see Add data to shapes.