Save the workbook to a OneDrive or SharePoint location.Įnsure that an empty cell is selected in the workbook. Open Excel for the web and create a new Blank workbook. Here we focus on using Excel and Visio in a web browser. The Data Visualizer add-in is available for Excel on PC, Mac, and the browser with a Microsoft 365 work or school account. ![]() Start with the Visio Data Visualizer add-in An advantage of this process is that when changes occur, you simply update the employee data in the Excel workbook and then click a button to entirely refresh the Visio diagram. There are several steps in the process, all described below. You'll replace the sample data with data about the people you want to include in your organizational chart. We'll give you some sample data to make it easy to get started. The org chart is derived from data in an Excel workbook. It isn't available for personal Microsoft 365 accounts (Hotmail,, , etc.). ![]() ![]() Important: This process only works if you have a Microsoft 365 work or school account.
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