Excel Flowchart Template

Excel flowchart template

Flowcharts are a great way to present information and processes in nearly any setting. A flowchart uses lines and universal symbols to communicate the general flow of a step-by-step process.

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Creating Flow Chart Templates in Excel

A flowchart can help you tackle imposing tasks by breaking them into manageable steps and displaying the entire process visually. Though Microsoft Excel wasn't designed for image creation, its shapes and lines can be used to make simple flowcharts. This guide will walk through a few options for creating flowchart templates in Excel.

When you create a flowchart with Microsoft Excel, you'll notice that the entire experience is static. Collaborating with others is virtually impossible, and adding shapes is a clunky process. If you'd prefer a more responsive diagramming experience, try Lucidchart instead.


How to make a flowchart template in Excel

1.

Open a new workbook in Microsoft Excel.

2.

To make a grid from the existing cells, click on the top left corner of the spreadsheet, which will select all cells. Right-click on any column and select Column Width. Then, specify a column width that will produce a grid-like look on your document.

3.

To add a shape, click the Insert tab and choose either SmartArt or Shapes.

4.

If you clicked SmartArt:

  • Choose a SmartArt graphic from the dialog, then click OK.
  • Switch out the SmartArt graphic with another by selecting the object. Then click Insert > SmartArt to choose a different option.
  • Add shapes until all steps of the process are represented.

If you choose Shapes:

  • Click the shape you’d like to add, then click the page to make it appear. Click and drag on the page to set the shape’s dimensions.
  • Continue to add shapes that represent each step.

5.

To connect shapes with lines, click Insert > Shapes and choose a line style. Then click and drag on the page to draw the line.

6.

Add details to each step by double-clicking the SmartArt graphic or Shape and typing. To format the font, use the dialog that appears next to the text box.

7.

For quick style changes, right-click a shape (or press Shift while clicking a selection of shapes) and choose from the menu options that appear.

8.

For more comprehensive formatting options, select the object. You’ll see either one tab (Format) or two tabs (Format and Design) appear in the ribbon. Use the options in these tabs to alter your flowchart's style.

9.

You’re now ready to print or email your flowchart template from Excel.

Excel flowchart template

How to add a completed Lucidchart flowchart to Excel

1.

Open this flowchart template in Lucidchart or choose from another flowchart template.

2.

Add details to each step by double-clicking the shape and typing your own words.

3.

To edit text formatting, click the text box to select it, then choose an option from the properties bar at the top of the page.

4.

Change color fill and other graphical properties by selecting the object (or multiple objects with Shift + click), then using the properties bar on top or graphic panel on the right side of the page.

5.

Save the diagram as a .PNG file by clicking File > Download As and selecting the .PNG option.

6.

Open a new workbook in Excel, then click Insert > Pictures.

7.

You now have a finished flowchart template that can be saved and published from Excel.

Excel flowchart template

How to import a Lucidchart flowchart as a photo background into Excel

1.

Open this flowchart template in Lucidchart or create one from a blank template.

2.

Delete shapes or text that could interfere with overlaid elements in Excel.

3.

Edit the flowchart's appearance with the properties bar and graphic panel in Lucidchart"s editor.

4.

Save the diagram as a .PNG file by clicking File > Download As and selecting the .PNG option.

5.

Open an Excel document, then click Insert > Pictures. Upload the file you just downloaded.

6.

Click Insert > Text Box. Align your text boxes with the image, then double-click each text box to enter your own words.

Excel flowchart template

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