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

Understanding Scope for Named Ranges

When you add a named range to a worksheet, you can specify if you want that named range to apply to the workbook or only ...

Discover More

Automatic Question Numbering

Want to use Word's numbering capabilities to help you number a series of questions? Here's how to accomplish the task as ...

Discover More

Finding the Sum of a Sequential Integer Range

In mathematics, the sum of a range of sequential integers, starting with 1, is known as a triangular number or Gaussian ...

Discover More

Program Successfully in Excel! John Walkenbach's name is synonymous with excellence in deciphering complex technical topics. With this comprehensive guide, "Mr. Spreadsheet" shows how to maximize your Excel experience using professional spreadsheet application development tips from his own personal bookshelf. Check out Excel 2013 Power Programming with VBA today!

More ExcelTips (ribbon)

Pasting a Graphic to Multiple Worksheets

Do you need to add a logo or other graphic to a bunch of worksheets? Here are a couple of short macros that can make ...

Discover More

Positioning a Graphic in a Macro

Macros are a great way to process information in a worksheet. Part of that processing may involve moving graphics around ...

Discover More

Creating Venn Diagrams with Excel Data

A common way of representing data is to use a Venn diagram. Unfortunately, Excel doesn't have a precise way of creating ...

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 3 + 4?

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.