Follow the steps outlined below to make your very own org chart in Excel, and then learn how to streamline the process with Lucidchart — a cloud-based tool that will make org chart creation incredibly easy.
Want to make an org chart of your own? Try Lucidchart.
It's quick, easy, and completely free. Excel is an incredible tool for organizing and synthesizing data and has been built with some rudimentary diagramming capabilities.
Create an organization chart with text and pictures
Including org charts in your Excel spreadsheet can improve both the visual appeal and the utility of the spreadsheet. To find an org chart template, click on the Hierarchy group on the left, then select the template that you would like to use. After selecting an org chart template, you will be able to click into any SmartArt shape and enter text. Since every shape will represent a person in the organization, we recommend first organizing your data to make sure that everyone is accounted for.
Free Org Chart Software: The Must Know Checklist for All Business | Org Charting
For a more complete way to build an org chart, skip ahead to learn about Lucidchart. As your organizational structure changes, use the Promote and Demote buttons found in the SmartArt Tools Design tab to move people horizontally. Likewise, the Move Up and Move Down buttons will move people vertically throughout the organization. Follow the previous steps to enter text into the new shape and manage its position within your org chart. Do the same for the new hire that will report to the VP of Manufacturing.
Customize your org chart in Excel by changing up the colors, fonts, and sizes of the shapes as found in the SmartArt Tools Design and Format tabs. Diagramming is quick and easy with Lucidchart. Start a free trial today to start creating and collaborating. Lucidchart, a tool built specifically for diagramming, will help you create stunning diagrams without all of the limitations and annoyances that come with Excel.
Start by signing up for a free Lucidchart account. In most cases, it is recommended to use Visio to create diagrams, but in some simple cases, such as company organizational charts, you can successfully use the built-in Word tools. Ask Question. We use your email only for the communication between you and our team. Failed to send the question.
Using the Organizational Chart Tool
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This tip is how to add a new shape an organizational chart in Word. This tip is about how to change or modify an organizational chart in Word.