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Power Platform Community / Forums / Power Automate / Automating Organisatio...
Power Automate
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Automating Organisational Charts

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Posted on by 326

Hi all, 

 

I wondered if anyone has tried using Power Automate to update organisational charts before, 

 

My colleague has made the chart in Visio and the data is in a table. Any suggestions or successes doing this or something similar?

 

Thanks 🙂 

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  • cchannon Profile Picture
    4,702 Moderator on at

    Where is the table? There is no OOB Visio connector and visio isn't really a data store, so you need to know where the underlying data is stored and edit THAT from a flow.

  • cb23 Profile Picture
    326 on at

    The table will be on OneDrive or SharePoint so that bit of the flow is definitely doable!  It would be great if there was a way for the chart to automatically update when the data changes and this to be displayed on a SharePoint site, but if there is no connector maybe this will be too tricky?

  • cchannon Profile Picture
    4,702 Moderator on at

    I'm not Visio expert, but if it is referencing your external table as a data source, then I would expect it to have a refresh from source option 

  • wskinnermctc Profile Picture
    6,519 Moderator on at

    @cb23 you would still need to manually update the Visio chart.

     

    At best you could have a Table1 in excel or sharepoint, and a power automate flow that looks for changes in the source of all employee information or where ever. So basically you are keeping Table1 updated with employee data.

     

    I know Visio can link to an Excel table, but it is linking specific images to rows in the table. It can't add new images simply by an update. (I think it can get close but you pretty much need to be a Visio programmer to understand that.) Even then, it can't arrange things properly. 

     

    However, let's say you will always have the exact same org chart of departments and positions. So you are only swapping people's names into positions or listing them as vacant. You could have the Excel table updated with power automate. But then you need to open the Visio and update it through the link, you can't do that with Power Automate.

    On top of that, you probably need to make it a pdf or something to post it. I don't really know how you have it to be viewed.

     

    I like to think that anything is possible, but Visio is a nightmare. Trust me, I worked on the exact thing last year. There's a reason Microsoft doesn't really promote it. And there is a difference between the Desktop Version and the O365 Version.

    Maybe I didn't know enough about Visio to make it work correctly. But I did give it a good try, but gave up on it as being any sort of automated.

     

    An alternative to Explore would be using a Power BI. That still wouldn't be easy, but it would probably get you closer to an automated system than Visio.

  • cb23 Profile Picture
    326 on at

    Thanks so much for your detailed reply and honesty! It is frustrating that there are a group of MS products that just aren't set up to work with PA. It would make life so much easier.

     

    Will look into alternatives - or if anyone is reading this and has any other suggestions, please do reply! 

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