Formatting an Organization Chart
With other diagram types, you can format shapes and text by using the commands on the Format, Tools, and Shape menus. With an organization chart, you use the Organization Chart, Options command to customize the look of shapes and text and maintain a consistent look for your diagram. Microsoft Visio 2007 also allows you to apply a theme, which is a set of shape borders and text styles that apply to the entire diagram. You can also change the size of employee shapes and choose and format the text used for shape labels, as Figure 10-17 shows.
Figure 10-17. You can customize the look of your organization chart with design themes and text formatting options.
Choose Organization Chart, Options to display the Options dialog box, as Figure 10-18 shows. Table 10-2 summarizes the formatting options that you can use in this dialog box. You can also change the design theme of an organization chart by choosing Format, Theme, scrolling through the presented themes, and selecting the one you want.
Figure 10-18. Use the Options command on the Organization Chart menu to specify shape and text settings for your diagram. Use the Fields tab to choose the text that appears on shapes.
| Task | Technique |
|---|---|
| Resize employee shapes uniformly | In the Width and Height boxes on the Options tab of the Organization Chart, Options dialog box, use the arrow buttons to increase or decrease the displayed size, or type a size and units. |
| Change the format of all employee names | On the Text tab, select a font for Name and/or Title of shapes in the Text Font list. |
| Display different text on shapes | Click the Fields tab, select a shape data for each of the five blocks, or select None (for blocks 2 through 5). To remove a field, select None in the appropriate block or uncheck the check box in block 1. |
| Show or hide a line between the top and subsequent lines of text in shapes | Select or clear the Show Divider check box on the Options tab. |
| Show or hide pictures | Select or clear the Show Pictures check box on the Options tab. |
Note
To apply settings in the Options dialog box to all newly created organization charts, select the Use These Option Settings For New Organization Charts check box.