Creating an Excel FlowChart (Table of Contents)
FlowChart in Excel
Flowcharts are everywhere. All the process includes certain flow or steps to go one by one. Everybody needs how the process works and the flowchart is the best way to explain it. We usually see the flowchart to show how the Organization Hierarchy structure is and I hope you are familiar with it.
Like how you have seen flowchart it no different for other processes as well, it is almost the same in all the fields or processes. We have seen people draw flowchart usually in MS Word files. In this article, I will explain to you the process of drawing a flowchart in excel.
We use excel for analysis, data slicing, and number crunching and dashboard creation.
We have different ways of creating a flowchart in excel. One is using Shapes and another one is using Smart Arts.
Under the INSERT tab, we have an option called Shapes. Under Shapes, we have FlowChart Shapes.
Under the INSERT tab next to the Shapes we have one more option called Smart Art.
Example #1 – Creating an Excel FlowChart Using Shapes
Firstly let’s build a flowchart of one of the popular flowchart i.e. organizational hierarchy chart. Below is the flow of communication in the organization.
President > Departmental Heads > Senior Manager > Manager > Team Leaders > Team Members.
This is the typical organization flowchart we usually get to see. In this article, we will learn to create a flowchart in excel using shapes.
Step 1: Remove gridlines from the worksheet.
Step 2: Go to Insert > Shapes > FlowChart > Rectangular shape.
Step 3: Let’s draw this first.
Note: In order to fit column and row ends hold the ALT key and adjust.
Step 4: Right click and select EDIT text.
Type the word, President.
Step 5: This shape not looking great. Under Format change the format of the shape as shown in the below image.
Step 6: Now the first position in the organization is over. Under him there are 4 departmental heads will come. For this draw straight line arrow.
Step 7: Now we need to draw one horizontal line for all the departmental heads.
Step 8: Insert 4 more arrow lines.
Step 9: Insert 4 more rectangular boxes under each arrow.
Note: I have added 4 departments. You can alter as per your requirement.
Step 10: Once the department heads boxes drawn. Draw 4 more arrows and 4 more rectangular boxes for Senior Manager.
Step 11: Under Senior Manager, Team Leader will appear. Draw 4 more arrows and 4 more rectangular boxes for Team Leaders.
Step 12: Under each team leader 4 executives will come. For this first draw one straight vertical line under each team leader as shown in the below image.
Step 13: For each vertical straight line draw 4 horizontal arrows. Totally draw 16 horizontal arrows.
Step 14: Insert 16 text boxes in front of newly drawn horizontal arrows. For first box type Executive 1, for second box type Executive 2, for third box type Executive 3, and for fourth box type Executive 4.
So now our flowchart for an organization is done. A flow of communication is clear with this chart. Each position in the organization in aware whom they should contact to communicate their messages.
Example #2 – Creating a New Business Excel FlowChart Using Smart Arts
We have seen the steps for creating a typical excel flowchart using shapes. Using Smart Arts will make the flowchart looks beautiful. Under the Smart Arts flowchart is already pre-defined if we need anything extra we need to make arrangements.
In this example, I will explain the process involved in establishing a new company.
Step 1: Go to INSERT > Smart Art.
Step 2: Under Smart Art select Process. Scroll down and select the Repeating Bending Process.
Step 3: Now we have a default flowchart.
Step 4: The advantage here is we have pre-drawn shapes. For the first box type Business Entity Type: Private Limited
Step 5: Next step is to Registration Process.
Step 6: Next obtain Company Identification Number (CIN).
Step 7: Fourth step is to create a website for your company.
Step 8: Hire employees for different departments.
Step 9: Now we have 2 more steps to enter but we don’t have any shapes left. So select any one shape and paste.
Step 10: Now we have inserted two more boxes. Type purchase software and rules for employees in the new boxes.
Example #3 – Design FlowChart Using Smart Arts in Excel
Now we have all the process in a flowchart. Let’s design the smart art now.
Step 1: Select the FlowChart Smart Art.
Step 2: As soon as you select two more tabs will appear in the ribbon. Select Design.
Step 3: Under design select Change Colors.
Step 4: Here change the color of the smart art as per your wish.
Step 5: Change the style of the flowchart under the Design tab.
Things to Remember
- Use different shapes to give visual effects for creating a flowchart in Excel.
- Give different colors to each tab while creating an excel flowchart just to make it more attractive.
- Use smart arts for easy draw of shapes.
- In case of more complex flowcharts use shapes do not use smart arts.
You can Download this Creating a FlowChart Excel template here – FlowChart Excel Template
This has been a guide to FlowChart in Excel. Here we discuss the steps of creating a flowchart in excel Using Shapes and SmartArt along with practical examples and downloadable excel template. You may learn more about excel from the following articles –