Please Note: This article is written for users of the following Microsoft Excel versions: 2007, 2010, and 2013. If you are using an earlier version (Excel 2003 or earlier), this tip may not work for you. For a version of this tip written specifically for earlier versions of Excel, click here: Creating an Organization Chart.
by Allen Wyatt
(last updated February 22, 2014)
One of the tools available in Excel is the ability to create organization charts. How you create one depends on the version of Excel you are using. Start by displaying the Insert tab of the ribbon. In the Illustrations group, click the SmartArt tool. Excel displays the Choose a SmartArt Graphic dialog box. At the left of the dialog box click Hierarchy to see the types of organization charts available. (See Figure 1.)
Figure 1. The Choose a SmartArt Graphic dialog box.
If you are using Excel 2007 there are seven types of hierarchy charts available. In Excel 2010 the number was increased to fifteen. (It is still 15 in Excel 2013.) Regardless of the version you are using, the first type of hierarchy chart available is the traditional organization chart. Click that chart (or one of the others, if you prefer) and click OK. Excel adds the chart to your worksheet, along with a bunch of different tools on the Design and Format tabs of the ribbon.
Organization charts are made up of shapes and lines. Lines are automatically added or removed as you add or remove shapes. If you would like to change the formatting of any of the elements in the organization chart, right-click on the element and choose Format Shape from the Context menu.
ExcelTips is your source for cost-effective Microsoft Excel training. This tip (6118) applies to Microsoft Excel 2007, 2010, and 2013. You can find a version of this tip for the older menu interface of Excel here: Creating an Organization Chart.
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