How to Create an Organization Chart From an Excel Spreadsheet

Written by james highland
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How to Create an Organization Chart From an Excel Spreadsheet
Organization charts show the relationship between people clearly. (process flow image by Christopher Hall from

Organization charts are a staple of the corporate world. They illustrate the hierarchy of personnel in a company in a clear visual layout. Individual departments, managers, assistants and secretaries, coworkers and their formal relationships to each other are all quickly seen and understood courtesy of this special charting method. Microsoft Excel includes a built-in organisation chart program for quickly and automatically building one of these layouts. Departments and their employees can be quickly created and manipulated using Excel's organisation chart toolbar. If desired, these charts can display any other kind of data organisation as well and are not limited to personnel, though this is their most common application.

Skill level:

Things you need

  • Microsoft Excel

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  1. 1

    Open Microsoft Excel.

  2. 2

    Click the "Organization Chart" button on the "Drawing" toolbar. Alternately, select the "Insert" menu and choose the "Diagram" option. A pop-up box will appear.

  3. 3

    Select the "Organization Chart" icon, located in the upper left of this pop-up window. Press the "OK" button. A new organisation chart is inserted into the Excel spreadsheet with a default of one manager and three employees.

  4. 4

    Click once anywhere on the organisation chart to display the organisation chart toolbar.

  5. 5

    Click on any shape in the organisation chart to create new shapes in relation to this shape. For example, to give an individual subordinates, coworkers or an assistant, you must first click on this individual's shape.

  6. 6

    Click the drop-down arrow next to the "Insert Shape" button on the toolbar. The choice of inserting a subordinate, co-worker or assistant is displayed. The position of the new shape will vary depending on this selection. Choose one and click on it.

  7. 7

    Click in the centre of any shape and type to create a name for that shape of the chart.

  8. 8

    Select other shapes and proceed to add new personnel in this fashion until the organisation chart is complete.

  9. 9

    Delete an individual from the chart by right-clicking on the border of any shape and selecting the "Delete" option.

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