How To Create An Org Chart In Microsoft Teams
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My company has an org chart in Teams, and in our Outlook Address book,
I am trying to export the org chart into something printable, a pdf perhaps.
I have combed the internet looking for ways to do this. I have found a thousand ways to import INTO Teams to make an org chart, but I can't find a way to export the org chart into something we can print and send to people who need to know.
Does anyone know a way to do this? Even if it means exporting to excel and then to a pdf or whatever.
I think there is an org chart in outlook address book as well. At least each users manager is in there, so potentially the information for an org chart. When I tried to export that from Outlook using contacts it makes a blank Spreadsheet, it doesn't use the address book, it just uses contacts.
I must be missing something because this should be super simple, export org chart out of Teams into a pdf to be printable, is this not a basic function?
Help!
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16 Replies
Not that I've found through going down multiple rabbit holes. You can definitely vote for it on the UserVoice forum, however:
Teams UserVoice for Org Chart Export
Brand Representative for Microsoft
HI and thanks for the question - I hope you get an answer.
As the query is not related to Spiceworks, I've removed from the SW General forum,
Can you not get the information from AD? You could write a little PowerShell script to start with some user, get his/her direct reports recursively?
Gregory for Microsoft wrote:
Export the GAL from Outlook and try this PowerPoint template?
https://support.office.com/en-us/article/Export-contacts-from-Outlook-10f09abd-643c-4495-bb80-543714...
https://templates.office.com/en-us/team-organization-chart-tm33828058
Report back thoughts on that approach
Echoing this. I think this might be your best route.
Visio has an import data option for Active Directory, but I've never been able to get it to work.
This looks promising, however: https://www.diagrams.net/blog/org-charts
frazzmata wrote:
I must be missing something because this should be super simple, export org chart out of Teams into a pdf to be printable, is this not a basic function?
No it is not a basic or simple function because, with the exception of small organizations, it would go well beyond simply offering a print button. If you have hundreds or thousands of employees in the organization, questions arise such as:
- how would it fit on a page?
- if multiple pages, what determines where the breaks occur? How do I represent the links between pages?
- The WHOLE org chart is often unnecessary. How do we allow printers to select a portion of the hierarchy?
- Does this org have the usual hierarchy, and if it's a relatively flat organization, how do I represent situations with a lot of peers? Horizontal, vertical?
- When implementing this complex feature, would users be willing to accept a single style chosen by the MS product team?
- While just about anyone in a company may be authorized to view everyone on an org chart, many companies consider this confidential information and would want to limit who has authority to print it and potentially share it outside the organization.
- Wouldn't it just be easier to use Visio and import the data from O365 to build the org chart, let it do the heavy formatting, give the user styling flexibility, and sell a subscription to Visio 365?
- For that matter, if a client demands to see the org chart, does it even have to be represented in a typical box diagram? Will a spreadsheet do so long as they can see reporting structure?
- Delve and SharePoint have org charting capabilities on line. Why should someone have to print it out?
P.S. Apparently you haven't tried printing a Wiki yet from Teams, or exporting the data.
I get questions like this enough that I now grab most of the data from PowerShell connected to Office 365 (should work as long as you have Global Admin rights and E3 licenses for your users, but you may be able to get away with E1s). Then, once I get the data from PowerShell exported to CSV, I separate to columns and save as XLSX and import that to Visio (because I've had the same problem atMatt Pawlikowski in getting Visio to import from AD.
Here are the two code sections I use:
#####Get all users for ORG CHART purposes $today = Get-Date -UFormat "%Y_%m_%d" $SourceFile = "OrgChartSource_ $( $today ) .csv" $FileData = ( Get-User | where { $_ . Company -eq "Put your company name here" } | select displayname , userprincipalname , department , phone , title , manager | sort displayname | ft -auto ) Out-File -FilePath $sourceFile -InputObject $FileData -Encoding UTF8 -append Out-File -FilePath $sourceFile -InputObject " " -Encoding UTF8 -append #####Get all user pictures for ORG CHART purposes get-mailbox | ?{ $_ . HasPicture } | Get-UserPhoto | % { Set-Content -path ".\EmployeePictures\ $( $_ . identity ) .jpg" -value $_ . picturedata -Encoding byte }
Once you import into Visio, you can use that to color by title and easily import all employee photos into the chart. Hope it helps!
J_Olson wrote:
I get questions like this enough that I now grab most of the data from PowerShell connected to Office 365 (should work as long as you have Global Admin rights and E3 licenses for your users, but you may be able to get away with E1s). Then, once I get the data from PowerShell exported to CSV, I separate to columns and save as XLSX and import that to Visio (because I've had the same problem atMatt Pawlikowski in getting Visio to import from AD.
Here are the two code sections I use:
#####Get all users for ORG CHART purposes $today = Get-Date -UFormat "%Y_%m_%d" $SourceFile = "OrgChartSource_ $( $today ) .csv" $FileData = ( Get-User | where { $_ . Company -eq "Put your company name here" } | select displayname , userprincipalname , department , phone , title , manager | sort displayname | ft -auto ) Out-File -FilePath $sourceFile -InputObject $FileData -Encoding UTF8 -append Out-File -FilePath $sourceFile -InputObject " " -Encoding UTF8 -append #####Get all user pictures for ORG CHART purposes get-mailbox | ?{ $_ . HasPicture } | Get-UserPhoto | % { Set-Content -path ".\EmployeePictures\ $( $_ . identity ) .jpg" -value $_ . picturedata -Encoding byte }Once you import into Visio, you can use that to color by title and easily import all employee photos into the chart. Hope it helps!
Yes, was going to say I think there is a way you can export AD users as a CSV and import it into Visio
Also, I've never been able to comprehend how IT Departments get roped into doing org charts as opposed to say HR
DZee wrote:
No it is not a basic or simple function because, with the exception of small organizations, it would go well beyond simply offering a print button.
Org charts are really marketing pieces, they need to be formatted in a specific style and tweaked to look a certain way, no automated tool can achieve that. The minimum you'd need would be the ability to specify depth and basic formatting, it would be a whole tool. Better to just get the data and put it into Powerpoint, Visio, etc.
BTW, if you don't have Visio, the SmartArt tool in Word or Powerpoint can produce passable org charts easily.
frazzmata wrote:
My company has an org chart in Teams, and in our Outlook Address book,
And which formats do these org charts have? And is their content up to date? And do they match the organisation structure?
Whenever I encountered org charts in enterprises, there were assistants creating them and storing them in intranet, often in Sharepoint or some Wiki, in PDF or Word format. I encountered such org charts also in organisations where they don't seem to make much sense as the enterprise claims being a matrix organisation and having many management positions not filled with a manager but with interdisciplenary councils of various organisational units.
And how should any tool create appropriate org charts out of an Outlook address book? I can't see a mapping from Outlook address book to matrix organisation nor the other direction.
And then there are these organisations going agile. That's also about self-organisation of teams and members. Have no clue how this would match an org chart.
IF (big if) the org info is in your AD people objects, have you looked at Microsoft Delve?
Granted, it is a pain to get all the info in AD, and even more of a pain to keep it up to date.
(And why is the the job of IT??)
Yes, I know, it doesn't give you a whole-of-company org chart. But it does show you your place in 'the world'.
And from there, you can click up/down and navigate through the organization.
ITGUYTK wrote:
I know nothing about this myself, but does this link help.
https://plumsail.com/sharepoint-orgchart/docs/print-orgchart/
Another viote for Plumsail. They actually make quite a lot of nice and not-that-expensive tools (also they should have trial for OrgCharts).
This is an old article and the last reply is almost a year old. However, I found this article because I am researching ways to dynamically create an org chart utilizing data from the GAL and I thought it might be useful for others. I have not yet had a chance to test the following solution but it has promise. The Visio Data Visualizer is a free add-on for Microsoft Excel (O365) which will take your data and create an org chart. Here is the link to the video I found about this tool: https://www.youtube.com/watch?v=adoGOvKTzmM.
Gregory for Microsoft wrote:
Export the GAL from Outlook and try this PowerPoint template?
https://support.office.com/en-us/article/Export-contacts-from-Outlook-10f09abd-643c-4495-bb80-543714...
https://templates.office.com/en-us/team-organization-chart-tm33828058
Report back thoughts on that approach
I took a look at this and the template is pretty good. However, it doesn't appear that there is any way to dynamically enter data and entering data by hand for 1,000 plus people doesn't thrill me at all.
How To Create An Org Chart In Microsoft Teams
Source: https://community.spiceworks.com/topic/2274506-i-need-a-printable-org-chart-from-teams-or-outlook
Posted by: cookshiled.blogspot.com
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