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.

Creating an Organization Chart

by Allen Wyatt
(last updated November 24, 2017)

1

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.

Author Bio

Allen Wyatt

With more than 50 non-fiction books and numerous magazine articles to his credit, Allen Wyatt is an internationally recognized author. He  is president of Sharon Parq Associates, a computer and publishing services company. ...

MORE FROM ALLEN

Colors for Tracking Changes not Acting Properly

When the Track Changes feature is turned on, Word, by default, displays the edits made by each document editor in different ...

Discover More

Creating a Plus/Minus Button

Want a quick way to convert positive values to negative and vice versa? You can create your own plus/minus button by using a ...

Discover More

Fill Color Doesn't Display

If you apply a fill color to a range of cells and notice that the color doesn't show up on the screen, it could be because of ...

Discover More

Create Custom Apps with VBA! Discover how to extend the capabilities of Office 2013 (Word, Excel, PowerPoint, Outlook, and Access) with VBA programming, using it for writing macros, automating Office applications, and creating custom applications. Check out Mastering VBA for Office 2013 today!

More ExcelTips (ribbon)

Non-Tiled Background Pictures

Background pictures are repeated over and over again (tiled) by Excel. If you want them to not be tiled, you may be out of ...

Discover More

Taking a Picture

Excel allows you to capture portions of your worksheet as a picture that you can then use in a variety of other ways. Here's ...

Discover More

Setting a Transparent Color for an Image

Want to "see through" an image you place on a worksheet? You can do so by using the steps in this tip.

Discover More
Subscribe

FREE SERVICE: Get tips like this every week in ExcelTips, a free productivity newsletter. Enter your address and click "Subscribe."

View most recent newsletter.

Comments

If you would like to add an image to your comment (not an avatar, but an image to help in making the point of your comment), include the characters [{fig}] in your comment text. You’ll be prompted to upload your image when you submit the comment. Maximum image size is 6Mpixels. Images larger than 600px wide or 1000px tall will be reduced. Up to three images may be included in a comment. All images are subject to review. Commenting privileges may be curtailed if inappropriate images are posted.

What is 2 + 1?

2017-12-06 05:38:42

Shalin

Organizational charts are very important for companies. Creating organizational charts is not hard, but it will be less painful if you create with a online org chart specific tool like <a href="https://creately.com/Draw-Organizational-Charts-Online">Creately Org Chart Software</a>


This Site

Got a version of Excel that uses the ribbon interface (Excel 2007 or later)? This site is for you! If you use an earlier version of Excel, visit our ExcelTips site focusing on the menu interface.

Newest Tips
Subscribe

FREE SERVICE: Get tips like this every week in ExcelTips, a free productivity newsletter. Enter your address and click "Subscribe."

(Your e-mail address is not shared with anyone, ever.)

View the most recent newsletter.