Use Visio 2002 organization structure graphics solutions
Microsoft (reprinted from Microsoft) September 17, 2004
Organizational Solution Solution Overview Microsoft? Visio 2002 Organizational Graphics Solution allows you to use graphical ways to represent interrelationships between people, business, functions, or activities within your organization. Organizational structure graph solutions are not only suitable for employee diagrams, but also for other various hierarchical diagrams. For example: profits and cost centers explain, fiscal revenue divided by region or department, as well as factory automation processing processes. Using an organizational map template, you can: drag the employee shape to other employees in the drawing page to automatically create an organization hierarchy. Create a multi-page graphics, put different departments on different pages and keep data between the organizational map pages. Compare the organizational map with the new version to update the organization. Test a variety of different layouts without manual moving shapes. Change the appearance of the organizational chart by changing the style of the location shape. Generate a custom attribute data report for Hypertext Markup Language (HTML), Microsoft Excel, Visio, and XML file format. Use the Organizational Structure Drawing Wizard to automate the creation and layout of the organizational map, or create an organizational map directly from the correct text file, Microsoft Exchange Server Directory, Microsoft Excel or Open Database Connection (ODBC) compatible application. About organizational structure diagram shape Visio organizational diagram shape includes built-in intelligent design, so that the shape "knows" they want to report. For example, when the user drags the "Assistant" shape to the "General Manager" shape, the "Assistant" shape will appear on the side of the "general manager" shape. When the user adds a shape to the organizational map, the unique "drag and dropped" operation ensures that the correct organizational structure is maintained. The behavior of intelligence is also programmable, which enables the developer to assign a specific shape to the employee through the value in the data file. For example, for the personnel of the top of the organizational structure, the data source can include the "General Manager" value in the master_shape field, indicating that the wizard should use the "General Manager" shape when generating the tissue structure diagram. New and Improved Functions Visio 2002 organizational graph solutions contain many new and improved features, including: Using the Organization Module Wizard to perform hyperlinks between the shape of the same employee, the wizard can represent the shape of the same employee on different pages. Create a hyperlink. A data file imported in the import source file can include a column or field named HyperLink or URL, while the wizard can save the addresses contained as hyperlinks. For example, the "General Manager" shape can contain a hyperlink, link to the Intranet overview documentation for organizational tasks and targets. Improved wizard command line interface and programmability You can combine uncacked and interactive wizard mode, transfer the initial data to the Organizational Drawing Wizard, and preload the default value in the wizard. You can also select the startup wizard so that users can customize the appearance of the organizational structure. Displaying multiple custom properties fields You can display more than two custom properties fields in the organization diagram shape. You can change the custom properties field displayed on the shape at any time. Change the font You can change the fonts of the current drawing and new drawings. The updated synchronization replication behavior before version 2002, if the user modifies the shape format or attribute on an organizational map page, Visio automatically updates all synchronization copies of the employee shape on all pages. In Visio 2002, the update of the properties and display text is for all pages, while the reporting structure is updated only the current page. This option allows the user to delete the subordinate shape from a page without affecting other pages. The Synchronous Relationship command allows each page to be consistent. For more information on "Creating Synchronous Copy" and "Synchronization" commands, please refer to the online help window (click Microsoft Visio Help "on the Help menu). Updated Organizational Map Layout Before Version 2002, Visio automatically arrails the best position and spacing for the organizational structure diagram shape that has not been dragged in place by the user.
Using Visio 2002, the automatic layout function is no longer a default operation. To prompt the organizational graph solution to automatically arrange the shape on the chart, click Automatically Align in the Organization Map menu. To set the automatic arrangement to the default, click Options on the Organization Map menu, then select "If possible, automatically position the shape". Tips for organizational map users Using the Organizational Structure Drawing Wizard Creating an Organization Modulation When you follow the steps of the Organizational Drawing Wizard to choose whether to specify how many organizational structures displaying how many organizational structures are displayed, please select "I want to Specify how much organizational structure of each page is displayed. On the next wizard page, accept the default configuration. This configuration places no value in the Reports_to field in the top of the page in the generated chart and puts all the subordinates of the employee with its superiors on the same page. Click Finish. After the wizard creates a drawing, you can decide whether you need to display the employee group of different levels on a different page. To display an employee on a new page, select a manager (for example, on the top), click "Creating Synchronization Copy" on the Organization Map menu, then select "New page" and "Hide the subordinate shape on the original page" option . Then, use the Organizational Schematic toolbar layout button and the Organizational Map menu command to rearrange the location. Repeat the following procedure: View each page, and use the AutoRequet Shape and Create Synchronous Copy command to create a chart that is the most realistic reflecting the organization structure. Connecting the organizational diagram shape To determine the shape connection in the organizational diagram, use "drag and drop to it". Drag and drop the subordinate (employee) shape directly to the upper (manager) shape, you can ensure proper connection. If the shape is incorrect, "automatic arranging shape", "arranged subordinate shape", "hidden subordinate shape", "mobile subordinate shape", and "export organization structure data" may not be used normally. Creating an organizational structure from the HR database If your company uses the People's Resource Planning (ERP) solution such as PeopleSoft or SAP R / 3 to maintain organizational structure data, you can develop a solution that allows users to directly from HR or ERP data. Create an organizational map without having to interact with the organizational map wizard. Developers can programmatically generate organizational maps in programming: create macro or executable, run from the command line to the "Organization Chart Wizard.exe) attachment. Use the RUN method from the program to run the Organization Structure Drawing Wizard attachment. Both methods are seen as a prompt mode because the wizard does not prompt the user to enter data. With this attachment, developers can access all options and functions of the wizard, pre-fill in the wizard field, selectively launch the wizard for the user, and simplify the dialogue entry. Developers can create a field hidden with the user's identity data source and unique identifier, and can also create other custom properties: hide or disclose users. Macro or executable must contain the following statement: _organization chart wizard.exe
For example, if you want to create an organizational diagram to display the hierarchy of the Microsoft Project task, and you want to save the Project Task ID value as a hidden property, you can use this modifier. / HYPERLINK-ACROSS-PAGES Use this optional parameter to specify that all shapes displayed on different pages indicate that the same employee contains hyperlinks. / LaunchGUI uses this optional parameter to specify the User Display "Organization Module Wizard" dialog box, allowing users to modify the preloaded value (not included in the / filename, the data value specified in the / filename, the data value specified in the parameter). Note: The length of the parameter string is limited to 100 characters. When you call this attachment by programming RUN method, developers must pay attention to this. No prompt mode from the command line call This attachment will automatically disconnect the command line at the maximum length. Each time you run in interactive mode or no prompt mode, a text file called OcWiz_cmdline.txt is generated and saved in a temporary directory. The command contains commands can be used in a prompt mode to recreate the same wizard configuration to help test the no prompt mode parameter string. This file is particularly useful when the Wizard is configured to access the ODBC data source. Note: Ocwiz_cmdline.txt file is "as" as ", Microsoft does not record, test or support it. Microsoft HeadTrax is an application instance that dynamically generates an organization structure diagram using the RUN method. Online Help (in the Help menu), click "Microsoft Visio Help" to provide sample code as a guide to use the RUN method. In the Help, search theme "Runs the Organizational Drawing Wizard from the RUN method". About Microsoft Headtrax HeadTrax is an intranet application that provides a reserve library for Microsoft's employee information. Developers can create an application similar to HeadTrax to easily integrate with any existing ERP or HR database (such as SAP R / 3 and PEOPLESOFT). The Visio organizational map application in Headtrax is just a small project (approximately 250 lines of code), providing important profit settlement and cost savings. Microsoft created in 1997 and deployed HeadTrax for the first time in order to quickly and easily retrieve the accuracy and latest information about employees within the company. Through HeadTrax, managers can use the cost center or by position to view employees in the organization's hierarchy, and view employee information in two ways of organizational data data. For example, a manager can query all employees with a position in a certain department of the organization. HeadTrax can communicate directly with SAP R / 3 to ensure that HR information in the SAP R / 3 database contains current data for all employees and duties. In order to develop HeadTrax applications, Microsoft developers use Microsoft Visual Basic? And ActiveX? Controls. Users can use Microsoft Internet Explorer 5.0 or higher from the desktop running the Microsoft Windows® 2000 Professional operating system to access HR information via HeadTrax. Headtrax is closely combined with Microsoft Desktop Application Software, such as Excel and Visio. Through Visio, employees can automatically generate organizational charts that contain an employee or job data, including phone numbers, email addresses, and their location in the building.
In addition, users can quickly add, delete, or move their jobs in an organizational diagram to make managers to plan and pass changes to organizational structures. Creating an organizational chart in HeadTrax To create an organizational chart in HeadTrax, click the Organizational Drawing button to display a dialog box and select the condition of the creation of an organizational structure. For example, the user can select a manager name, the number of report levels to include, and whether there is a temporary and scattered staff in the figure. The user then selects the fields to be displayed in the figure, such as common names, positions, and work locations. Depending on the selection made in the dialog box, the program will generate the corresponding SQL query and send it to the backend database to retrieve data to generate an organizational map. When the user clicks "Finish", Visio is started, which runs the Organization Structure Drawing "attachment in a prompt mode, and passes the specified parameters to the attachment through the Visio RunadDonwargs function. (For more information on RunAddonwargs, see the "developing Microsoft Visio Solutions" book listed in the recommended book.) The user can print the organizational map, send it to other users with email, or publish it to the web. HeadTrax runs in Microsoft Windows 2000 Advanced Server with Internet Information Services and web servers in Windows 2000 Server and Microsoft SQL Server® 2000, and integrates seven Microsoft products and technologies. Before developing applications, you can automatically generate an application for your organization's application for users. Consider the following aspects: Import File Format Organization Drawings You can read the correct data from the following file: Text file Excel Spreadsheet Microsoft Exchange Server Directory The rules are formatted, and the wizard can read data directly from the data source. For ODBC databases, the data of the organizational map can be formatted by creating a table or table view and a reference view is used as a reference for the import operation. However, if the database cannot create a table view in a particular format, or the data source is not compatible with MAPI or ODBC, then before passing the data into Visio, you must first extract the data from the database to the format. Document. Developers may need to include the necessary steps in the application to extract data from the data source to the correct file. Note: The Visio organizational map requires the actual existence of files that contain data. Developers cannot create applications that contain data to import data from references. Unique identifying that each recording organization structure diagram wizard must be able to uniquely identify each employee in the data source. There must be a unique identifier field in the data, which is unique to each employee. These unique values are also used in the Reports_To field to specify the upper and lower level relationships between the employees. The unique identifier fields can be provided in one of the following methods: If each employee's name is unique in the Name field, then the Name field can be used as a unique identifier. For example, the employee Ken Bergman's Reports_to value is Amy Jones.
There must be a record of a Name field of Amy Jones to correctly depict the upper and lower level structures of Ken Bergman on the organizational diagram. Since the value of the NAME field cannot be guaranteed to be unique, the most flexible and most common structure is the use of a specific "unique identifier" field containing the unique value of each employee. You must also assign values in this field to the Reports_to field. With this configuration, the value in the unique identifier field is unique, and the Name field does not have to be unique. However, the value in the Reports_To field must be associated with each other in / uniqueid_field. Note: Typically, the problem that occurs during importing data is due to inconsistent source data associated with the unique identifier and the Reports_TO field. For example, if the Name field is a unique identifier field, for an employee named Bob Hoffman, if its subscriber's Reports_to field value is Robert Hoffman, the correct report structure will not be created. The value must be fully matched. Creating a unique identifier for HR and ERP Databases Many HR database systems include mutual employee data tables and job data tables, and generally each table has its unique master key (identifier). For example, the unique primary key of employee data may be employee number (such as numbers on the badge), and the unique identifier of job data may be a job number (such as printed number on the employee report). To create an organizational map, you need to get more information from both employees and duties, because the names, positions, and other personal information displayed in the shape are retrieved from the employee table, and the report structure or hierarchy of the organizational map It is generally obtained from the job table. However, only one of the employee numbers or position numbers is not sufficient to create a unique identifier for each shape on the organizational map, and you need to use these two values. For example, an open position may have specified a job number, but there is no employee number because there is no employee associated with the position; in this case, employee numbers cannot be used as a unique identifier. Another example is the case of two employees sharing the same job. The position number is no longer unique because there are two employees associated with the same job. To create a unique main key in these instances, please use the employee number and job number. Determine if you create a custom dialog to consider whether the application can use an existing Organization Division Wizard dialog box, or whether you should create a custom dialog for some operations in your application. For example, whether the application requires the user to enter more (or fewer) data, or does it need to provide more functions than the wizard? If the application's requirements exceed the wizard, you need to create a custom dialog. The HeadTrax application includes a custom dialog that you can use to specify an employee as an assistant on an organizational map. Then, HeadTrax will create a separate text file that will import the wizard, which contains additional information in the master_shape field. Determine whether to generate a static organization structure or dynamic organizational diagram Do you want the application to create a static organizational map or dynamically create an organizational structure according to the user needs? For example, if you create a static organizational diagram, you need to publish it to the web, you can also schedule the time to run the script to update the figure on a regular basis. On the other hand, for the user to dynamically create an organization of the organization, the user can customize the organizational map for a specific report structure. Setting the upper limit of the chart size According to the performance comment portion of this article, it should be considered to consider the upper limit of the number of employees or report levels that can be included when generating the organization diagram. For the number of employees exceeding 1,000, the wizard processing speed begins to slow down. Consider considering a program in the application, calculating the number of employees contained in the selection before creating an organizational structure.
