The first part of the tutorial is a step-by-step guide. With its help, you will build your very own hierarchical org chart in Excel using employee data. The second part of the guide will be about a VBA solution. The org chart maker tool is quick, easy, and completely free. Speed up the process using an organizational chart add-in with only a push of a button.
- What Is an Org Chart?
- How to Build Organizational Charts in Excel
- Create an Org Chart using free Add-in
What is an Org Chart? How to use it?
The organizational charts (alias org chart) are useful for building a visual overview of the department’s structure.
What purpose does an organizational chart serve?
If you are in HR, your main task is to creating and updating the org chart. Managers and business unit leaders need a regularly updated organization chart. In addition, a well-made chart helps the stakeholders to build a presentation about the company structure.
How to create an Organizational Chart in Excel
1. Insert a SmartArt (Shape)
First, create a blank new Worksheet. Then, go to the ribbon and click the Insert tab. Select the Illustration Group and insert a SmartArt in your Excel worksheet. You can use a built-in org chart template. Choose from the built-in Smartart styles and pick the preferred layout!
2. Type your text
Now you have selected your org chart template. Click into any shape and enter the text what you want to display. On the left side, you can see the raw list with the default name. Fill the textbox with the names or positions.
3. Customize the organizational chart hierarchy
Let’s see the organization chart layout! If you want to change the org chart structure, you have to select the shape first. After that, you can use the following buttons using the Create Graphic Group under the SmartArt Tools Design tab. But, first, let us see the main controls:
- Promote: Increase the level of the selected shapes. This option is most useful if you with the Text Pane. (Move the member up in the org chart)
- Demote: Decrease the level of the selected shape or bullet.
- Move up: Move the selection forward but keep the current level
- Move down: Move the selected shape backward in the sequence but keep the current level
4. Add or Remove Shapes to modify the Chart
You may need to expand your org chart. In the example, you need to insert a new employee under Finance. For example, you need to hire an assistant. Click on the existing shape, in this case, Finance. Select the SmartArt Tools Design tab and click on the ‘Add Shape’ button. Enter the name of the new position using the Text Pane. That is all!
5. Format your Org Chart
If you have to change the design of your organizational chart, there are some options to do that. With a few clicks, you can change the SmartArt graphic. Furthermore, change the size of the shapes manually. These options are available under the SmartArt Tools Design Tab.
If you want to modify the style (add an outline or change font style), go to Format Tab, and change the default values.
How to Create an Org Chart using Free Add-in
Save your time and boost productivity using the VBA-powered organizational chart builder. This video will explain how the chart builder works.
1. Setting up the Org Chart Add-in
Installing an Excel add-in is a simple task.
This section will explain how to generate an org chart using VBA without any Excel skills. Sounds good! We provide an export function for Microsoft Word and PowerPoint.
2. Preparing Data
In the example, we’ve built a sample organizational structure. The figure below shows that we have to supply the base data to draw the template in what order. Please look at this carefully because a properly arranged list is important.
3. Generate the Chart
The main question: how to build an organizational chart asap?
- Place your data in a blank new Worksheet
- Select the data table
- Click on the Org Chart button!
It’s easy! The chart will be ready in a second!
In the picture below, we will show you a five-level structure. First, on the top level of the organizational chart, there are the managers. Every manager has one or more members (as can be observed in real life). Next, there are employees on the second to fifth levels of the structure; the nature of the relation can be 1:1 or 1:N.
Just a few words about relations: you don’t have to think of anything complicated. The relation 1:1 means that one employee belongs to one manager. The relation 1:N means that one manager can be responsible for more employees.
4. Format Shape and Structure
The add-in is fully compatible with Microsoft Excel and SmartArt. Also, you can use the built-in format shape options! Change your organization chart with a single click!
Download the tool! (version 1.1, release date: Tuesday, August 17, 2021)