Excel Functions Tutorials
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- Organization Chart in Excel
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Organization charts in excel are used to represent the organization structure of any business or company, it is used to represent the reporting or the hierarchy for every employee associated with the organization, to use this chart we need to use the pre defined smart art templates present in excel.
Organization Chart in Excel (Table of Contents)
What is an Organization Chart in Excel?
Organization Chart is a graphical chart in excel that can be considered a smart art that exposes and demonstrates the hierarchy of roles and personnel in any organization or a company or a corporate firm. Microsoft facilitates SmartArt graphics feature to create such an organization chart in its Office products such as Word, Excel, Outlook, and PowerPoint.
SmartArt graphics are a tool/feature provided by Microsoft with the purpose of communicating information visually.
As we can see in the screenshot above, SmartArt is available under the Insert menu option. Based on the screen size, the icon of the same looks as follows:
When you move your mouse over the option, you see an informative flyout that describes what is a SmartArt graphic in brief.
Upon clicking on SmartArt, a new window is launched that gives you several options of different SmartArt graphics made available by Microsoft. As you can see in the figure below, the options range from List, Process, Cycle, Hierarchy, Relations, Matrix to Pyramids and Pictures.
Further, the SmartArt graphic can be modified to have additional effects as such as soft edges, reflection, shadows or 3-Dimensional effects such as rotations or bevels, etc.
How to Create an Organization Chart in Excel?
- Click on the Excel worksheet where you want to add the organization chart and Goto Insert tab -> SmartArt.
- Clicking on it would open a new window as shown in the above Figure, Click on the 5th option from the left side panel named ‘Hierarchy’.
- Observe that the options in the right-hand panel will change accordingly. Select 1st option in the 1st row i.e. Organization Chart as given below.
- Clicking on OK would close the dialog box and insert an organization chart layout in your active worksheet, as shown in the figure given below.
As you can see in the above picture, the organization chart consists of 2 panes, a text pane on the left and a SmartArt graphics pane on the right.
The text pane is a well-aligned bullet list of the data that acts as an input to the SmartArt graphics. You can type the desired text inside [Text]. [Text] is a placeholder text meaning it would be replaced as you go on entering the actual text. Whatever you type in the left pane automatically gets reflected in the right-side SmartArt graphics.
At the bottom of the left-side text pane, you see the description of the SmartArt graphic i.e. organization chart in this case.
The SmartArt graphic is mapped to the left-side pane based on the alignment of the bullets and sub-bullets. So, it consumes the Text values entered in the left-side pane and automatically updates the graphical representation denoting the same.
Organization Chart in Excel Example
Create an Organization Chart to show a given Organization Hierarchy.
| Engineer 1
| Engineer 2
- As studied before, follow this path to insert an organization chart in your Excel worksheet.
Insert -> SmartArt – > Hierarchy -> Organization Chart.
- A default Organization Chart excel template as follows would be inserted in your worksheet.
- Click on the very first [Text] and enter the top-most role given in the problem statement i.e. Vice President.
- You see that the graphic also changed accordingly.
- Now, the organization chart has the top-most role as Vice President.
- The next role in the hierarchy is Manager. There’s only 1 manager under the Vice President.
- The 2nd bullet is a sub-bullet. So, enter ‘Manager’ in the 2nd text box.
- Now, there’s the role Manager under Vice President.
- Now, there are 2 employees, Engineer 1 and Engineer 2 under Manager.
- So, click on Demote under the Design tab create a new sub-bullet under Manager
- Insert text ‘Engineer 1 ‘in the text box.
- There’s another employee named ‘Engineer 2 ‘under the same Manager.
- So, press Enter after Employee 1 that will create another sub-bullet under Manager.
- Insert text ‘Engineer 2’ in the text box.
- As we’ve achieved the organization chart representation of the given hierarchy, we can delete the remaining [Text] placeholders from the template.
- Click on each un-wanted [Text] placeholder and press ‘Delete’ key on the keyboard.
- The resultant Organization Chart in Excel is as shown below.
Things to Remember
- Organization Chart in Excel is used to show the roles and hierarchies in a given organization.
- There are 4 variants of Organization Char in Excel
- Organization Chart (Regular)
- Picture Organization Chart
- Name and Title Organization Chart
- Half Circle Organization Chart
- Formatting can be applied on Organization Chart in terms of applying the colors and the styles.
- Design – > Change Colors allows you to change the colors
- Design – > SmartArt Styles allows you to change the styles.
You can download this Organization Chart Excel template here – Organization Chart Excel Template
This has been a guide to Organization Chart in Excel. Here we discuss how to Create Organization Chart in Excel with some examples and downloadable excel template. You may learn more about excel from the following articles –