Enabling Excel, Powerpoint and Visio

[Former Member]

Hi,

this may seem like a simple question but what do I need to do to enable exporting to Excel, Powerpoint and Visio in the OrgChart

I have made the following changes to the SettingsResources.xml file but they don't seem to have had any effect, and also there doesn't seem to be an option for Excel.

<item>

<name><![CDATA[NOMSEnablePDF]]></name>

<value><![CDATA[true]]></value>

</item>

<item>

<name><![CDATA[NOMSEnablePowerPoint]]></name>

<value><![CDATA[true]]></value>

</item>

Any help would be mych appreciated

Cheers

Andrew

[Former Member · Accepted solution]

Just an update, the powerpoint and pdf and now working (forgot to re-publish!)

But i'm still missing Excel and visio, can I just add a similar line to the settings resources file (i.e NOMSEnableVisio?

[StephenBurr · Accepted solution]

Firstly, I do not believe export to Excel is available in OrgChart v1.0 or v1.1.

Secondly, export to Visio can be enabled for the Position hierarchy but it will not work correctly for linked hierarchies (i.e. Org Unit hierarchy showing OU - OU - Pos/Person). Finally, export to Visio will not export the complete contents of the view you have selected ... it will only export limited field (see below).

This configuration is located directly under the 'OrgChart' tag within <orgchartconfiguration> tag (not a simple switch like other export options) and is used to enable/disable the export to Visio functionality in the OrgChart.

You must then define the fields you want to export (can be either lastname and firstname or displayname). Change the fieldnames in bold to correspond to those in your data element.

Example:

<exporttovisio enabled="true">

<fields>

<field name="lastname">sn</field>

<field name="firstname">givenname</field>

</fields>

</exporttovisio>

or

<exporttovisio enabled="true">

<fields>

<field name="displayname">fullname</field>

</fields>

</exporttovisio>

TIP: Recommend creating a view that shows the nodes with the same data that you export and advising users to use this view before exporting to Visio.

Obviously the end user needs Visio installed!

Good luck,

Stephen

[lukemarson · Accepted solution]

Hi Nel,

There is no export to Excel option in OrgChart. For Visio, once the configuration has been made to AppResources.xml you need to make sure that you have ActiveX enabled in the browser so the ActiveX components for Visio can be installed.

Many thanks,

Luke

[Former Member]

Hi,

Just as a follow on to the question around Excel. we are using version 2 of Nakisa and I believe it is now possible to export to Excel from the directory listings:

I added the following lines to the appresources file after the <search control> tag in the relevant directory area

<exporting>

<display>ExportXSL</display>

<maxrecords>100</maxrecords>

<export name="CSV">

<presentation>CsvListingXSL</presentation>

<aspx>Exporting_CSV.aspx</aspx>

<caption key="164"><![CDATA[]]></caption>

</export>

<export name="EXCEL">

<presentation>ExcelListingXSL</presentation>

<aspx>Exporting_Excel.aspx</aspx>

<caption key="165"><![CDATA[]]></caption>

</export>

</exporting>

This enabled the export to Excel and export to csv buttons to become visible. (So far it does actually export the data but thats a different matter!)

[Former Member]

Thanks again Stephen and Luke,

I'll give this solution a try and let you know. (nothing seems straightforward with Nakisa!)