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excelvisioorgchart

Filter Excel data when importing into Visio OrgChart


In Visio I am creating an Org Chart, using the 'Import Organization Data', and using 'Information that's already stored in a file or database'. When I select my xlsx file, it pulls in all of the data. However, what if I wanted to only create an org chart out of a subset of the data? Currently I'm applying a filter to the data in Excel, copying the result to a new Excel file, and using that new file to import into Visio. A slightly less bad version of this would be if I could at least copy the filtered data into a different sheet in the same file, but the Visio Import doesn't even seem to let me select which sheet to use. This is very annoying - is there a better way?


Solution

  • Though I could never get Visio to ask me which table/sheet I wanted to use within a single file, I found what I consider an acceptable workaround using inspiration from @y4cine's suggestion.

    I created separate "slice" xlsx files, where in each of those I used a Power Query against the data in the main xlsx file. Then I can point Visio to one of those slice files and it will happily make an org chart with the slice of data I was interested in.

    A bit clunky, but it sure beats repeated copy/pasting :)