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Exporting a Chart from Teams to Visio (for Chart Admins)

 

Here are the steps for exporting a Chart from Teams to Microsoft Visio. Should you have any additional questions please don't hesitate to contact us at support@jostle.me.

Exporting the Chart

1. In the Teams side navigation, locate the Chart you wish to export.

2. Click on the i-icon next to it's name, then select Export Chart to Visio from the i-menu.

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3. On the Export Chart screen, click the Download button. 

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After you click Download, you should get a prompt from your browser to save the downloaded file on your computer. Once the file has finished downloading you will have a ZIP file that you will need to extract the contents from. The ZIP file contains the main .txt file that you will import, as well as a directory containing all of your Contributor Profile photos.

 

Importing your Chart to Visio

After the file has been downloaded and you've extracted the contents from the ZIP file, you can then open Visio to begin the process of importing the Chart.

1. Click on New, then select the Organizational Chart graphic.

e02-Select-New-Then-Organization-Chart.png

 

2. When the pop-up window appears click Create.

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You will then be guided through an Organization Chart Wizard, we've listed out the steps for you below (see screenshots for point of reference).

 

3. Select the already stored in a file option, then click Next.

e04-Org-Chart-Wizard-Choose-Stored-In-File.png

 

4. Select the text (.txt) option, then click Next.

e05-Org-Chart-Wizard-Select-Text-File.png

 

5. Click Browse, select the .txt file that was extracted from the downloaded ZIP file, click Next.

NOTE—if importing to Visio 2016 please go here first.

e06-Org-Chart-Wizard-Select-OrgChart.txt-File.png

 

6. Here you will indicate which columns in the text file define the organization structure, then click Next.

e07-Org-Chart-Wizard-Choose-Field-Mappings.png

 

7. Next, choose the fields you would like to be displayed for each Org Chart box on your Visio chart. Highlight a field from the Data file columns list, then click Add to move it to the Displayed fields list.

Once you have mapped over all of the desired fields click Next. We suggest you choose the "Name" column as the main field to display.

e07-Org-Chart-Wizard-Map-Fields.png

 

8. By default, Shape Data fields are not displayed by Visio in the Org Chart.  Shape data fields represent additional information that Visio can store for each Org Chart box.  For further information about how to create data graphics, click here.

e09-Org-Chart-Wizard-Select-Shape-Data-Fields.png

 

9. If you want to include Profile photos, locate the "Photos" folder containing your Contributor Profile photos (it was also extracted from the ZIP file) and specify to match the pictures based on the PhotoFile column; then click Next.

e10-Org-Chart-Wizard-Select-Photos-Folder.png

 

10. Here you have the ability to break the Org Chart diagram into separate pages. 

Pages refers to the the piece of the org chart you wish to display. You have the ability to break the single Org Chart up into smaller pieces (i.e., multiple "pages").  The screen capture shows what to specify, should you want to have the Org Chart be produced as a single "piece" starting from the top. 

e11-Specify-Paging-Options.png

To achieve this, define as a single "page" with the person at the top of the Org Chart selected as the Employee to appear at the top of the "page" and then choose to display "All Subordinates" of that person.

When you're done click Finish.

e12-Define-Single-Page-_Default-Behaviour_.png

 

Voila!
Your organizational chart is now ready for you in Visio.

13-Final-Org-Chart.png

 

NOTEThe above screen captures are for Visio 2013 Enterprise, but both Visio 2013 Standard and Visio 2013 Professional should be compatible. For Visio 2016 users, see below for a slight change to the workflow.

Importing to Visio 2016

If you’re importing to Visio 2016, then you may run into a "Name" error during Step 5 of Importing your Chart to Visio if you try to upload the .txt file. To work around this, use Google Sheets to convert the .txt file into an .xls file (avoid using Excel to convert the file, as it will sometimes carry over non-printable characters from the .txt file, which will still cause the error).

  1. Open a new spreadsheet in Google Sheets
  2. Go to File > Import
  3. Locate and select your .txt file
  4. Go to File > Download as and select Microsoft Excel (.xlsx)
  5. Go to your new .xlsx file and rename the extension .xls
  6. Return to Step 5 of Importing your Chart to Visio and use Browse to locate and add the .xls file
  7. Complete the remaining Importing your Chart to Visio steps

 

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