Create Visio Org Chart from SharePoint User Profile Data (With Pictures)

Over the years I have been asked this question several times. “How can I export my Active Directory data or SharePoint data into a Visio-like org chart”. Look no further……We can leverage SharePoint and PowerShell to get at this data and export it in a format that is “Visio Friendly”.

Background

SharePoint has a service application called the User Profile Service Application (UPSA). One of the primary features of the UPSA is to sync data from Active Directory. By default, when you setup a synchronization it pulls the Active Directory Manager field into a SharePoint user property also named Manager. We can use PowerShell to get that data and export it from SharePoint.

Note: PowerShell cmdlets are available with the Active Directory module that will allow you export directly from AD if needed.

Important: This script will only export user objects that have a manager defined. If there is no value in AD this script will not export the user.

Ok, let’s get started…

1. Place the script on your SharePoint server.
2. Update the following values within the script:
   • $exportPath = “Enter the file export path” #This defines where our eventual CSV file will be located.
   • $siteUrl = “Enter a valid site collection Url”
   • Note: The log file will be placed in the directly where the script was run.
3. Now, let’s run the script.
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We should have an output file in our export path. Now we need to take this file and import into Visio.

1. Open Visio and choose the Organizational Chart Wizard.
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2. Choose excel file
   1. 
3. Verify your mappings
4. 1. 
5. Pick your fields to display
6. 1. 
7. Pick the fields you want as data fields. I picked them all.
8. • 
9. Select your picture export folder and choose the PicId field to map to
10. • 
11. I choose to pick my pages manually but you can choose whichever one your want.
12. • 

 

Visio will grind for a bit (especially if you map pictures). Once it is done, you have a pretty new org chart:)

 

*Keep in mind this snapshot IS from SharePoint but only sample data:)

Download the full script here

 

{Kam}