What Is An Organization Chart In Excel?
An organization chart, also known as an org chart, is a graphical representation of the hierarchical structure within an organization. Typically created using Excel or other spreadsheet software, it allows users to visually depict the relationships between different individuals or departments in a company. The chart typically consists of boxes or rectangles representing employees or positions and lines indicating their reporting relationships.
To incorporate an organization chart into our desired Excel worksheet, kindly adhere to the following instructions:
• Navigate to the Insert tab and locate the SmartArt option.
- Select the Hierarchy option.
- Choose the Organization Chart from the first row.
- The organization chart will now be displayed on our screen.
- Next, let’s proceed with inputting the highest-ranking position, the manager. At this juncture, we have two employees, content writers and editors, who report directly to the manager.
By following these steps, we have successfully depicted the hierarchical structure within the organization chart.
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Key Takeaways
- Organization chart in Excel serves multiple purposes in a professional settings.
- Some of the uses are facilitating effective communication and collaboration, clarifying organizational roles and responsibilities, and aiding in workforce planning and decision-making processes.
- An organization chart in Excel offers flexibility as it can be easily updated to reflect any personnel or organizational structure changes.
- It provides managers and team members with a clear understanding of the chain of command, fostering a sense of unity and accountability within the company.
How To Create An Organization Chart In Excel?
Creating an organization chart in Excel can be a straightforward and efficient way to represent an organization’s hierarchy and structure visually.
Step 1: To start, open Excel and create a new worksheet.
Step 2: Enter the names or positions of each employee within our organization.
Step 3: In the adjacent column, insert information such as job titles, department assignments, or reporting relationships.
Step 4: Select the entire dataset and click the Insert tab on the toolbar.
Step 5: Choose SmartArt under the Illustrations group.
Step 6: A dialog box will appear with various chart options; select one that best suits our needs, potentially a hierarchical chart for organizational structures.
Step 7: Once selected, click OK, and an organization chart framework will appear based on our data.
Step 8: Customize this template by adding additional shapes or arranging them to our preference.
Step 9: Finally, save and share the completed organization chart with colleagues or superiors using Excel’s sharing features or export options to enhance collaboration and communication within our professional environment.
Examples
Example #1
Manager
Assistant
Employee 1
Employee 2
Employee 3
To add an organization chart to our desired Excel worksheet, please follow these steps:
Step 1: Go to the Insert tab and locate the SmartArt option. A new window will appear upon clicking the SmartArt option.
Step 2: Select the fifth option, Hierarchy, in the left side panel. Notice that the options in the right-hand panel will adjust accordingly.
Step 3: Choose the first option labeled Organization Chart from the first row.
Step 4: The organization chart will be displayed on the screen.
Step 5: To begin, select the first [Text] and input the highest-ranking position mentioned in the problem statement; the Manager.
Step 6: Moving on, the next role in the hierarchy is the Assistant. Under the Manager, there is only one Assistant. To indicate this, enter Assistant in the fourth text box.
Step 7: At this point, there are three employees, namely Employee 1, Employee 2 and Employee 3, who report to the Manager. Click the Demote option under the Design tab to reflect this. This action will create a new sub-bullet under the Assistant. Insert the text Employee 1 in the designated text box.
Step 8: Similarly, Employee 2 and Employee 3 also report to the same Assistant. To represent this, press the Enter key after Employee 1, generating another sub-bullet under the Assistant. Then, input Employee 2 and Employee 3 in the corresponding text boxes.
Step 9: We have successfully depicted the hierarchy in the organization chart.
Example #2 – Create An Organization Chart To Show A Given Organization Hierarchy
President
Vice President
Director
Manager
Engineer 1
Engineer 2
To add an organization chart to the desired Excel worksheet, follow these steps:
Step 1: Go to the Insert tab > SmartArt option.
A new window will appear.
Step 2: In the left side panel, Hierarchy.
Step 3: From the first row, choose the first option labeled Organization Chart.
Step 4: The Organization Chart appears on the screen.
Step 5: To begin, select the first [Text] and input the highest-ranking position mentioned in the problem statement: the President.
Step 6: Select the second [Text] and enter, Vice President.
Step 7: Similarly, in the third [Text] box, enter, the Director.
Step 8: Moving on, under the Director, enter Manager. It is in the fourth text box.
Step 9: At this point, there are two employees, namely Engineer 1 and Engineer 2, who fall under the Manager. Click the Demote option under the Design tab to reflect this. This action will create a new sub-bullet under the Manager. Insert the text Engineer 1 in the designated text box.
Step 10: Similarly, Engineer 2 also reports to the same Manager. To represent this, press the Enter key after Employee 1, generating another sub-bullet under the Manager. Then, input Engineer 2 in the corresponding text box.
Step 11: Now that we have successfully depicted the given hierarchy in the organization chart, it is time to remove the remaining [Text] placeholders from the template. Click on each unwanted [Text] placeholder and press the Delete key on our keyboard. The resulting organization chart in Excel will be displayed below.
Important Things To Note
- An organization chart displays a specific organization’s various roles and hierarchies. There are four different types of organization charts available:
- Regular Organization Chart
- Picture Organization Chart
- Name and Title Organization Chart
- Half Circle Organization Chart
- Formatting options can be applied to an organization chart regarding colors and styles. To change the colors, navigate to Design -> Change Colors.
Similarly, to modify the styles, go to Design -> SmartArt Styles.
Frequently Asked Questions (FAQs)
To incorporate an organization chart into our desired Excel worksheet,
• Go to the Insert tab and locate the SmartArt option.
1) Choose the Hierarchy option.
2) Select the Organization Chart from the first row.
3) The organization chart will now be displayed on our screen.
4) Now, let’s proceed with inputting the highest-ranking position, the Bank Manager. The next ranking position mentioned is the PO.
Currently, we have three employees – Clerk 1, Clerk 2, and Cashier – who report directly to the PO.
By following these steps, we have successfully depicted the hierarchical structure within the organization chart.
Using data validation tools, ensure each entry meets predetermined criteria for accurate and consistent inputs.
Start constructing the chart by structuring entries hierarchically, either vertically or horizontally, based on the desired orientation.
For an efficient visualization, utilize formatting options such as bold text for managerial roles or distinct color-coding based on departmental affiliation.
• Regular Organization Chart – This is a traditional top-down chart that illustrates the relationships between different levels of employees and management.
• Picture Organization Chart – This displays vertical and horizontal reporting lines representing multiple reporting relationships within a complex organization.
• Name and Title Organization Chart – This flat organizational chart presents a more decentralized structure with fewer layers and more equal levels of authority.
• Half Circle Organization Chart – This chart uses circles to represent each employee or department, making it useful for highlighting interdepartmental communication and collaboration.
Download Template
This article must help understand Organization Charts in Excel formulas and examples. We can download the template here to use it instantly.
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