VBA to create organisation chart

[jbesclapez]

Hi there,

I found a great macro on the web that nearly does my job. But only nearly. Unfortunately this code is really high level, and I have no idea how to solve it. Super challenging!
You can download the file here:
orgaproblem
And what I would like to achieve is below: (see picture)

Note that there is a limitation.
The children of G in the second table should only show once in the hierarchy otherwise it will be to messy.

Thanks for your help

 

[Worf]

For those interested, I created a new version:

Organization chart with VBA – Part 3

Worf submitted a new Excel article: Organization chart with VBA – Part 3 - This version allows for pictures and two-colored boxes This is a continuation of the project mentioned below. To produce the chart, run the main routine. The information on each box is now presented in two different...

www.mrexcel.com

 

[Iwanttolearncoding]

New version:

View attachment 17609

Dim h%, w%

Sub main()                                                  ' run me
Dim i%, ob As Worksheet, dt As Worksheet, r As Range, tb As Shape
Set dt = Sheets("tdata")
Set ob = Sheets("fshap")
h = 1
w = 1
Set tb = dt.Shapes.AddTextbox(msoTextOrientationHorizontal, 500, 70, 50, 50)
tb.TextFrame2.TextRange.Text = "Milou"
tb.TextFrame2.AutoSize = msoAutoSizeShapeToFitText
tb.TextFrame2.WordWrap = msoFalse
tb.TextFrame2.TextRange.Font.Size = 16
For i = 1 To ob.Range("a" & Rows.Count).End(xlUp).Row       ' determine big shape size
    tb.TextFrame2.TextRange.Text = Cells(i, 1) & vbLf & Cells(i, 3)
    If tb.Height > h Then h = tb.Height
    If tb.Width > w Then w = tb.Width
Next
Application.CutCopyMode = 0
dt.Cells.ClearContents
ob.[a1].CurrentRegion.Copy                                  ' original table
Sheets("secdata").[bb1].PasteSpecial Paste:=xlPasteAll, Operation:=xlNone, _
SkipBlanks:=False, Transpose:=False
For i = ob.Shapes.Count To 1 Step -1
    ob.Shapes(i).Delete
Next
ob.Activate
Phase1
Phase2 True, False                                            ' move shapes
Phase2 False, False                                           ' update table
Phase3
Sheets("secdata").[bb1].CurrentRegion.Copy
ob.Range("a1").PasteSpecial xlPasteAll, xlPasteSpecialOperationNone, False, False
Set r = dt.Range("b:b").Find(WorksheetFunction.Min(dt.[b:b]), dt.[b1], xlValues, xlWhole)
ob.Rows(CStr(Split(ob.[a1].CurrentRegion.Address, "$")(4) + 2) & ":" & _
CStr(Split(ob.Shapes(r.Offset(, -1)).TopLeftCell.Address, "$")(2) - 2)).Delete      ' rows above chart
GroupShapes True                                                ' top to bottom
End Sub

Sub Phase3()                                                  ' draws connectors
Dim v, r As Range, lasto%, i%, y1, y2, yf, x1, x2, ws As Worksheet, _
dt As Worksheet, j%, boss$, nr%
Set ws = Sheets("fshap")
Set dt = Sheets("tdata")
dt.[a1:ab70].ClearContents
ws.[a1].CurrentRegion.Copy dt.[a1]
dt.Activate
[g1] = [b1]
v = Split([a1].CurrentRegion.Address, "$")(4)
Range("b1:b" & v).AdvancedFilter xlFilterCopy, [g1:g2], [k1], True
For j = 2 To Range("k" & Rows.Count).End(xlUp).Row
    [m1:z70].ClearContents
    [m1] = [g1]
    [m2] = Cells(j, "k")
    Range("a1:b" & v).AdvancedFilter xlFilterCopy, [m1:m2], [n1], False
    Set r = [d:d].Find([m2], [d1], xlValues, xlWhole)
    [q1] = [d74]
    [q2] = [m2]
    nr = Range("n" & Rows.Count).End(xlUp).Row
    For i = 2 To nr
        Cells(i + 1, "q").FormulaR1C1 = "=""=" & Cells(i, "n") & """"       ' exact match
    Next
    lasto = Split(Range("q1").CurrentRegion.Address, "$")(4)
    Range("a74:g" & Range("a" & Rows.Count).End(xlUp).Row).AdvancedFilter _
    xlFilterCopy, Range("q1:q" & lasto), [s1], False
    y1 = WorksheetFunction.Min([t:t]) + WorksheetFunction.Max([w:w])
    yf = y1 + (WorksheetFunction.Max([t:t]) - y1) / 2
    x1 = WorksheetFunction.Min([u:u]) + WorksheetFunction.Max([y:y]) / 2
    x2 = WorksheetFunction.Max([u:u]) + WorksheetFunction.Max([y:y]) / 2
    With ws.Shapes.AddLine(x1, yf, x2, yf).Line                              ' horizontal
        .DashStyle = msoLineSolid
        .ForeColor.RGB = RGB(50, 40, 130)
        .Weight = 2
    End With
    Set r = Range("v:v").Find([m2], [v1], xlValues, xlWhole)
    x1 = r.Offset(, -1) + r.Offset(, 3) / 2
    Set r = dt.[f:f].Find(1, dt.[f1], xlValues, xlWhole)                      ' level one
    boss = r.Offset(, -5)
    If [m2] = r.Offset(, -2) And nr Mod 2 = 0 Then                            ' big boss
        dt.[u:u].Copy dt.[aa1]
        Set r = dt.Range("aa:aa").Find(r.Offset(, -3), dt.[aa1], xlValues, xlWhole)
        r = 10000                                                             ' big number
        Sorter "aa", 2, dt
        ws.Shapes(boss).Left = dt.Cells(4 + (Range("aa" & Rows.Count).End(xlUp).Row - 5) / 2, "aa")
        x1 = ws.Shapes(boss).Left + ws.Shapes(boss).Width / 2
    End If
    With ws.Shapes.AddLine(x1, yf, x1, WorksheetFunction.Max([t:t])).Line     ' father to horizontal line
        .DashStyle = msoLineSolid
        .ForeColor.RGB = RGB(50, 40, 130):    .Weight = 2
    End With
    For i = 2 To Range("n" & Rows.Count).End(xlUp).Row                       ' sons to horizontal line
        Set r = Range("v:v").Find(Cells(i, "n").Value, [v1], xlValues, xlWhole)
        x1 = r.Offset(, -1) + r.Offset(, 3) / 2
        With ws.Shapes.AddLine(x1, r.Offset(, -2) + r.Offset(, 1), x1, yf).Line
            .DashStyle = msoLineSolid
            .ForeColor.RGB = RGB(50, 40, 130)
            .Weight = 2
        End With
    Next
Next
On Error Resume Next
For i = 1 To ws.Shapes.Count
    If Not ws.Shapes(i).TextFrame2.TextRange.Text Like "*%*" Then _
    ws.Shapes(i).TextFrame2.TextRange.Font.Size = 16
Next
On Error GoTo 0
End Sub

Sub Phase1()                                            ' draw original chart
Dim arr(), i%, t
arr = Range([a1].CurrentRegion.Address)                 ' save original table
[ca:ce].ClearContents
Adjust
CreateDiagram ActiveSheet, 1.6
[a:p].ClearContents
[a1].Resize(UBound(arr, 1), UBound(arr, 2)).Value = arr ' original table
On Error Resume Next
For i = 1 To ActiveSheet.Shapes.Count
    If ActiveSheet.Shapes(i).TopLeftCell = [a1] Then ActiveSheet.Shapes(i).Delete
    t = ActiveSheet.Shapes(i).TextFrame2.TextRange.Text
    If Len(t) And Not t Like "*%*" Then ActiveSheet.Shapes(i).IncrementRotation 180
Next
On Error GoTo 0
End Sub

Sub Phase2(move As Boolean, geo As Boolean)                 ' increases vertical spacing
Dim ws As Worksheet, i%, s As Shape, r As Range, lr%, delta, v%, sn As Shape, dt As Worksheet, x, boss$
Set dt = Sheets("tdata"): Set ws = Sheets("fshap")
dt.Activate: dt.Cells.ClearContents
Set r = [a75]
On Error Resume Next
For Each s In ws.Shapes
    If Len(s.TextFrame2.TextRange.Text) = 0 Then s.Delete   ' connectors
Next
On Error GoTo 0
[a74] = "name": [b74] = "top": [c74] = "left": [d74] = "text": [e74] = "height"
[h74] = "top": [f74] = "level": [g74] = "width"
For i = 1 To ws.Shapes.Count
    If Not ws.Shapes(i).Name Like "*aux*" Then
        r = ws.Shapes(i).Name
        r.Offset(, 1) = Round(ws.Shapes(i).Top, 0)
        r.Offset(, 2) = Round(ws.Shapes(i).Left, 0)
        r.Offset(, 3) = Split(ws.Shapes(i).TextFrame2.TextRange.Text, vbLf)(0)
        r.Offset(, 4) = Round(ws.Shapes(i).Height, 0)
        r.Offset(, 6) = Round(ws.Shapes(i).Width, 0)
        Set r = r.Offset(1)
    End If
Next
lr = Range("b" & Rows.Count).End(xlUp).Row
Range("B74:B" & lr).AdvancedFilter Action:=xlFilterCopy, CriteriaRange:=[h74:h75], _
CopyToRange:=[i74], Unique:=True
Sorter "i", 75, dt
Range("j75:j" & lr).Formula = "=row()-74"
lr = Range("b" & Rows.Count).End(xlUp).Row
Range("f75:f" & lr).Formula = "=match(b75,$i$75:$i$" & lr & ",0)"  ' level
If move Then
    delta = WorksheetFunction.Max([e:e])
    For i = 75 To lr
        Set sn = ws.Shapes(Range("a" & i))
        sn.Height = h
        sn.Width = w
        sn.Top = 2000 - delta * Range("f" & i) * 2              ' new vertical position
        ws.Shapes(Range("a" & i) & "aux").Top = sn.Top + sn.Height
    Next
End If
Set r = Range("f1:f" & lr).Find(1, [f1], xlValues, xlWhole)     ' big boss
boss = r.Offset(, -5)
On Error Resume Next
ws.Shapes(boss & "aux").Delete
On Error GoTo 0
[h75] = 2                                                      'level 2
[h74] = [f74]
Range("a74:g" & lr).AdvancedFilter xlFilterCopy, [h74:h75], [L74], False
If geo And move Then                                                     ' geometric middle
    x = WorksheetFunction.Max([n:n]) - WorksheetFunction.Min([n:n]) + WorksheetFunction.Max([r:r])
    ws.Shapes(boss).Left = WorksheetFunction.Min([n:n]) + x / 2 - WorksheetFunction.Max([r:r]) / 2
ElseIf move And Not geo Then                                             ' align to nearest shape
    lr = Range("L" & Rows.Count).End(xlUp).Row
    Range("s75:s" & lr).Formula = "=abs(n75-" & CInt(ws.Shapes(boss).Left) & ")"
    Range("t75:t" & lr).Formula = "=$n75"
    Set r = Range("s:s").Find(WorksheetFunction.Min([s:s]), [s1], xlValues, xlWhole)
    ws.Shapes(boss).Left = r.Offset(, 1)
End If
End Sub

Sub Sorter(col$, rn%, dt As Worksheet)
Dim lr%
lr = Range(col & Rows.Count).End(xlUp).Row
dt.Sort.SortFields.Clear
dt.Sort.SortFields.Add Key:=dt.Cells(rn, col), SortOn:=xlSortOnValues, _
Order:=2, DataOption:=0
With dt.Sort
    .SetRange dt.Range(Cells(rn, col), Cells(lr, col))
    .Header = xlNo
    .MatchCase = False
    .Orientation = xlTopToBottom
    .SortMethod = xlPinYin
    .Apply
End With
End Sub

Sub Adjust()
Dim lr%, i%
For i = 1 To ActiveSheet.Shapes.Count
    ActiveSheet.Shapes(1).Delete
Next
[k:ae].ClearContents
lr = Range("a" & Rows.Count).End(xlUp).Row
[k1] = "Seq": [L1] = "code1": [m1] = "code2"
[L2] = [b2]: [n1] = "info": [o1] = "info2": [p1] = "outline"
[m2] = [b2]: [k2] = 2: [n2] = 0.01: [o2] = "desc0"
Range("a2:a" & lr).Copy
[L3].PasteSpecial xlPasteAll
Range("b2:b" & lr).Copy
Range("m3").PasteSpecial xlPasteAll
Range("c2:c" & lr).Copy
Range("o3").PasteSpecial xlPasteAll
Range("d2:d" & lr).Copy
Range("n3").PasteSpecial xlPasteAll
Range("e2:e" & lr).Copy
Range("p3").PasteSpecial xlPasteAll
Range("k3:k" & lr + 1).Formula = "=row()"
[a:e].ClearContents
[k1].CurrentRegion.Copy [a1]                    ' adjusted table
[L2].Interior.Color = RGB(35, 70, 90)
[k1].CurrentRegion.Copy [z100]
End Sub

Sub CreateDiagram(Src As Worksheet, factor#)
Dim sal As SmartArtLayout, QNode As SmartArtNode, QNodes As SmartArtNodes, oshp As Shape, L%, _
i%, r As Range, PID$, mn, mx, ws As Worksheet, crar(), c%, ad, v, t, s As ShapeRange, boss
c = 1
ReDim crar(1 To c)
Set ws = ActiveSheet
For i = 1 To ws.Shapes.Count
    ws.Shapes(1).Delete
Next
Select Case Val(Application.Version)
    Case 15                                 ' Excel 2013
        Set sal = Application.SmartArtLayouts(89)
        Set oshp = ws.Shapes.AddSmartArt(sal)
    Case 16                                 ' Excel 2016
        Set oshp = ActiveSheet.Shapes.AddSmartArt(Application.SmartArtLayouts _
        ("urn:microsoft.com/office/officeart/2008/layout/NameandTitleOrganizationalChart"))
End Select
oshp.Top = [a50].Top
Set QNodes = oshp.SmartArt.AllNodes
For i = 1 To 5
    oshp.SmartArt.AllNodes(1).Delete        ' initial nodes
Next
L = 2                                       ' look for roots
boss = [b2]
Do While Src.Cells(L, 1) <> ""
    If Src.Cells(L, 2) = Src.Cells(L, 3) Then
        Set QNode = oshp.SmartArt.AllNodes.Add
        QNode.TextFrame2.TextRange.Text = Src.Cells(L, 2)
        PID = Src.Cells(L, 2)              ' parent node
        Src.Rows(L).Delete
        AddChildNodes QNode, Src, PID
    Else
        L = L + 1
    End If
Loop
oshp.SmartArt.AllNodes(1).TextFrame2.TextRange.Text = boss
oshp.Width = 1000
oshp.Height = 700
oshp.Select
CommandBars.ExecuteMso ("SmartArtConvertToShapes")
With Selection
    .ShapeRange.IncrementRotation 180
    .ShapeRange.ScaleWidth factor, msoFalse, msoScaleFromBottomRight       ' overall size
    .ShapeRange.ScaleHeight factor, msoFalse, msoScaleFromBottomRight
    .Ungroup
End With
Set r = ws.[a2]
On Error Resume Next
For i = 1 To ws.Shapes.Count
    r = ws.Shapes(i).Height
    Set r = r.Offset(1)
Next
mn = WorksheetFunction.Min([a:a])
mx = WorksheetFunction.Max([a:a])
For i = ws.Shapes.Count To 1 Step -1
    If ws.Shapes(i).Height = mn Then ws.Shapes(i).Delete
    If ws.Shapes(i).Height = mx Then
        crar(c) = ws.Shapes(i).Name
        c = c + 1
        ReDim Preserve crar(1 To c)
    End If
Next
On Error GoTo 0
For i = LBound(crar) To UBound(crar)
    If Len(crar(i)) Then
        v = Split(ws.Shapes(crar(i)).TextFrame2.TextRange.Text, vbLf)(0)
        Set r = Range("aa:aa").Find(v, [aa1], xlValues, 1)
        ad = r.Offset(, 2)
        ws.Shapes(crar(i)).Fill.ForeColor.RGB = r.Interior.Color
        Set s = ws.Shapes.Range(Array(crar(i)))
        s.TextFrame2.TextRange.Font.Bold = msoTrue
        s.TextFrame2.TextRange.Font.Name = "+mj-lt"
        If r.Offset(, 4) = "O" Then                 ' outline
            With s.Line
                .Weight = 4
                .Visible = msoTrue
                .ForeColor.RGB = RGB(200, 25, 55)
                .Transparency = 0.1
            End With
        End If
        ws.Shapes.AddShape(62, 10, 10, ws.Shapes(crar(i)).Width / 2.5, ws.Shapes(crar(i)).Height / 3).Name = _
        ws.Shapes(crar(i)).Name & "aux"
        With ws.Shapes(ws.Shapes(crar(i)).Name & "aux")
            .Left = ws.Shapes(crar(i)).Left
            .Top = ws.Shapes(crar(i)).Top + ws.Shapes(crar(i)).Height
            .Line.ForeColor.SchemeColor = 1
            .Line.Transparency = 1
            .Fill.Visible = msoFalse
            .TextFrame.Characters.Text = FormatPercent(Val(ad), 0, vbTrue, vbFalse, -2)
            .TextFrame.Characters(1, Len(ad)).Font.Size = 9
            .TextFrame.Characters(1, Len(ad)).Font.ColorIndex = 0
            .TextFrame.Characters(1, Len(ad)).Font.Bold = 1
            If ad = 0 Then .TextFrame.Characters.Text = "0%"
        End With
    End If
Next
End Sub

Sub AddChildNodes(QNode As SmartArtNode, Source As Worksheet, PID$)
Dim L%, Found As Boolean, ParNode As SmartArtNode, CurPid$, ad
L = 2
Found = False                           'nothing found yet
Do While Source.Cells(L, 1) <> ""
    If Source.Cells(L, 3) = PID Then
        Set ParNode = QNode
        Set QNode = QNode.AddNode(msoSmartArtNodeBelow)
        QNode.TextFrame2.TextRange.Text = Cells(L, 2) & vbLf & Cells(L, 5)
        CurPid = Source.Cells(L, 2)     ' current parent node
        If Not Found Then Found = True  'something was found
        Source.Rows(L).Delete
        AddChildNodes QNode, Source, CurPid
        Set QNode = ParNode
        ElseIf Found Then               'it's sorted, nothing else can be found
        Exit Do
    Else
        L = L + 1
    End If
Loop
End Sub

Sub GroupShapes(tp As Boolean)
Dim ws As Worksheet
If tp Then
    Set ws = Sheets("fshap")
    ws.Activate
    ws.Shapes.SelectAll
    Selection.Group
    Selection.ShapeRange.IncrementRotation 180
    DoEvents
    ws.Shapes(1).IncrementRotation 180
End If
End Sub
'******************

Hey Worf,

This is super impressive! But I have a problem, when I change the "Son" to a different name eg "daugther" in the "fshap" tab , I will be prompted with this error. May I know what can I do about this error? Sorry but I am still new to VBA.

 

[Worf]

Hello


Can you post your entire source table so I can try to reproduce the error?

You can use XL2BB to do that.

 

[Iwanttolearncoding]

Hello


Can you post your entire source table so I can try to reproduce the error?

You can use XL2BB to do that.

Hi,

I have used your Org2 excel file to test with my own data. I realised that if I were to change the data in the source table on "fshap" tab. I will be prompted with the above error.

Am I supposed to enter the data elsewhere? This is the same file that you have kindly share. (Org 2)

Org 2.xlsm
	A	B	C	D	E
1	Entity	Parent	Description	Description1	Outline
2	BG	AA	desc1	0,01
3	CC	AA	desc2	0,03
4	DD	AA	desc3	0,05
5	EE	AA	desc4	0,07
6	FF	AA	desc5	0,09
7	GG	AA	desc6	0,11
8	HH	AA	desc7	0,13
9	II	BB	desc8	0,15
10	JJ	CC	desc9	0,17
11	KK	CC	desc10	0,19	O
12	LL	FF	desc11	0,21
13	MM	FF	desc12	0,23
14	NN	GG	desc13	0,25
15	OO	GG	desc14	0,27
16	PP	HH	desc15	0,29
17	QQ	HH	desc16	0,31
18	RR	HH	desc17	0,33
19	SS	II	desc18	0,35	O
20	TT	II	desc19	0,37
21	UU	LL	desc20	0,39
22	VV	LL	desc30	0,41
23	WW	RR	desc40	0,43
24	XX	RR	desc50	0,45
25	YY	VV	desc60	0,47
26	ZZ	VV	desc70	0,49	O
27	Fonction AB1	VV	desc80	0,51
28	Function AB2	WW	desc90	0,53
fshap

 

[Worf]

Maybe the issue is that there are two entities at the top, AA and BB.

I am not sure if the algorithm can handle that.

 

[sarala1317]

I am getting this error for above Orgasun sept file i have custmised data and my description is big
x1 = r.Offset(, -1) + r.Offset(, 3) / 2

 

[Worf]

If you have big descriptions, try this one:

Organization Chart with VBA – Part 4

A request came up to accommodate wide boxes. Since it would be complicated to modify the core algorithm, I opted to prepare an interface where the user will be able to adjust the chart to their liking. You will be presented with a basic chart...

www.mrexcel.com