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.

Showing Search Results in a grid using DataTables.js

This might be one of the coolest JavaScript libraries out there for SharePoint, DataTables.js. DataTables.js allows you render a set of search results in data table format allowing you to Sort, Filter and Page automatically. Because SharePoint search allows you to search and return items from the entire farm you lost the ability to dynamically sort and quickly filter. DataTables give you this back in a very quick and easy to use format. To get data tables working we need the following:

• jQuery library reference
• DataTables library reference
• DataTables base or custom css style sheet
• Custom Control Template
• Custom Item Template

Let’ s get started. First we need to created out custom control and item templates. These templates are created and stored at the site collection level. They are saved in the Master Page Gallery > Display Templates > Content Web Parts To create these two files you need to create two HTML files. This can be done by either copying an existing item and control template and replacing the code with the code below OR you can copy and paste this code directly into a new HTML file(s). Control Template Copy and paste the following code into a new Control_Grid.html file

Calendar Single Line CQWP Item Style

The content query web part allows your to apply a custom item style using XSL to view the information in a custom way. This item style shows a Calendar Event with a nice visual icon. Everything renders on a single line.

 

Installation

1. Open SharePoint Designer.
2. Open your site collection where you want to use this style.
3. Click on All Files > Style Library > XSL Style Sheets.
4. Check out the ItemStyle.xsl file
5. At the end of the file, before the </xsl:stylesheet> tag copy and paste the item style below.
6. You can now access this item style in you CWQP presentation style drop down

Note: You must enter the following field mappings in the template in for it to render properly.