Examples of Flowchart in Excel
Flowchart in Excel is a chart or diagram which shows the workflow or the process. It is the visualization of the algorithm, steps or the flow of the activities to manage and complete the task from beginning till the end. In the flowchart, each of the steps will be presented in shapes like square, Oval, Diamond or rectangle. The Oval Shape will be used to denote the start and end of the process. All other shapes are used to show the interim steps. These are also known as flowchart symbols. The shapes will be connected one with the other using the lines ended with the arrow symbol showing the flow of the process which is known as connectors.
Now let’s see examples of a flowchart in excel.
Flowchart Excel Example #1
We need to follow a few steps to create the flowchart in the excel. Following these steps will make the process of creating the Excel flowchart easy.
- Create a Grid
We need to adjust the size of the gridlines in excel to make the shapes uniform in size. By doing this, the excel worksheet would look like a graph paper, so it becomes easy to draw the shapes.
- Select all the cells by click on the triangle icon at the beginning of the column/row numbers. Keep the cursor on the any of the column headers and do Right click and select the “Column Width” option.
- When the Column Width screen pops up, adjust the number to 2.14 (2.14 is equal to 20 pixels assuming that the default font is Calibri and font size is 11 in excel) and click OK.
- Snap to Grid
This is the option available in the excel to snap the shape to the size of the grid ie., whenever the shape is inserted in the sheet, the size of the shape will be adjusted to that of the height and width of the grid by enabling this option.
- Under the page layout tab in the ribbon, in the “Arrange” section, click on the dropdown below “Align” option then, in the dropdown option, select the “Snap to Grid” option.
- Page Layout
The page layout of the sheet should be adjusted by setting the page break, Margins, Orientations in case you want to take the print out of the flowchart or you want to copy it to other applications like Word because it would be difficult to set the layout once the Excel flowchart is built.
You can set the orientation of the page as either Portrait or Landscape based on the flow of the diagram. Ex: if the flow of the process is horizontal, then you need set the page for Landscape mode.
Now begin with building the Excel flow chart using the shapes. As I’ve told already, normally the start and end shapes will be Oval Shape. To draw the shapes,
- Select the Shapes dropdown under Insert Tab, in the Illustrations section. The dropdown gives the options of all the shapes available then, select the Shape you need for your excel flowchart and insert shape on the Worksheet.
Here to start with, let’s insert the Oval shape. Select the shape and keep the cursor and drag it using the mouse to the size you would like to see.
In the above figure, you can see the size of the shape is adjusted and set within the gridlines as we have enabled the Snap to Grid option. This will get adjusted while you start drawing the shape. When the shape is expanded or contracted, it will adjust to the next nearest gridline.
- To add text to the shape, do Right click and select “Edit text” Option in the list.
- Insert the text in the shape. You can align the text by using the text alignment options.
Now we need to insert the next shape to proceed with the next step. Insert the next shape right below the “START”. The rectangle shape can be used to show the step where there is only one option to proceed further with and the diamond shape will be used when we have two or more options to proceed further.
The next step is to connect the shapes. To connect the shapes, select the connector lines from the Shapes option and draw between the shapes.
Once the connector is selected, keep the cursor on the shape and you can see the connecting dots in the shape.
Start to draw the line by dragging the mouse from any of the connecting dots and join it with the connecting dot of the other shape. The connecting dots of the next shape can be seen while drawing the line close to the shape.
Keep adding the shapes one after the other as per the steps involved in the process.
As I mentioned earlier, the diamond shape will be used where multiple options are involved. In the above image, you can see the flow of the chart showing the different options associated with the diamond-shaped icon.
Each diagram shows only the step to be followed to complete the process. But for a clear understanding of the process, you can add additional information using the text box.
To add a text box,
- Go to Insert tab in Ribbon and click the Text box from “Text” Section.
- Insert the text box by keeping the cursor in the place and dragging it by using the mouse. Click inside the box to enter the text
- Remove the Outline by selecting the Format Shape (Do right click on the box for option) and select No line from the format properties.
Again, use an oval shape for showing the end of the process.
- To make the chart look better, remove gridlines by unchecking the Gridlines Box in the View tab
Now, this is how your flowchart looks after completing all the steps.
You can format the shape of each step
- Select the shape you like to format and go to Format tab in the ribbon, click on the dropdown option in “Shape Styles” section and select the format.
Flowchart Excel Example #2 – Using Smart Art Graphic
The flowchart can be created using the readily available Smart Art Graphic in Excel
- Select the Smart Art Graphic in the Illustration Section under the Insert tab.
- Select the diagram as per your requirement and click OK.
- After selecting the diagram, enter the text in the Text box.
Your Flowchart looks like as given below:
You can add the shape to the existing diagram, Move Up/Down the shape in the “Design tab” by selecting the diagram.
Also, you can add shapes to the existing one.
You can download this Flowchart Examples Excel template here – Flowchart Examples Excel Template
This has been a guide to Flowchart Examples in Excel. Here we discuss practical examples of Flowchart in Excel along with downloadable excel template. You may learn more about excel from the following articles –