Hi Diane,
From Microsoft Help:
1) Automatically create an organization chart from a new data file
This method is best if the default information fields don't fit what you need, and you don't already have your data in a different program.
1.Click the File tab.
2.Click New, click Business, and then double-click Organization Chart Wizard.
3.On the first page of the wizard, select Information that I enter using the wizard, and then click Next.
4.Select Excel or Delimited text, type a name for the new file, and then click Next.
a. Note If you select Excel, a Microsoft Excel worksheet opens with sample text. If you select Delimited text, a Notepad page opens with sample text.
5.When either Excel or Notepad opens, use the sample text as an example of what kind of information to include, and type your information over what is there.
a. Important You need to keep the Name and Reports to columns, but you can change, delete, or add other columns.
6.Exit either Excel or Notepad, and then complete the wizard.
2) Automatically create an organization chart by using an existing data source
This method is best if the information that you want to include in your org chart is already in a document such as an Excel worksheet or a Microsoft Exchange Server directory.
1.Make sure your table or worksheet contains columns for employee names, unique identifiers, and who reports to whom.
Note You can name the columns whatever you want. When you run the Organization Chart Wizard, you can identify which columns (or field names) contain the name and report-to.
## Employee name The way that employee names appear in this field is the way that they appear on the organization chart shapes.
## Unique identifier This column can be the Employee Name column if all names are unique. Otherwise, include a column with a value that uniquely identifies each employee.
## Whom the employee reports to This field must contain each manager's unique identifier, whether that identifier is a name or an ID number. For the employee at the top of the organization chart, leave this field blank.
2.Click the File tab.
3.Click New, click Business, and then double-click Organization Chart Wizard.
4.On the first page of the wizard, select Information that's already stored in a file or database.
5.Click Next, and follow the remaining steps of the wizard.
