How to make an org chart in Excel
Excel is an incredible tool for organizing and synthesizing data and has been built with some rudimentary diagramming capabilities. Including org charts in your Excel spreadsheet can improve both the visual appeal and the utility of the spreadsheet.
1. Insert SmartArt
First, go to the Insert tab > SmartArt in your Excel spreadsheet. To find an org chart template, click on the Hierarchy group on the left, then select the template that you would like to use.
2. Enter text
After selecting an org chart template, you will be able to click into any SmartArt shape and enter text. Since every shape will represent a person in the organization, we recommend first organizing your data to make sure that everyone is accounted for. Unfortunately, Excel does not store more information than the person’s name easily. For a more complete way to build an org chart, skip ahead to learn about Lucidchart.
3. Customize hierarchy
As your organizational structure changes, use the Promote and Demote buttons found in the SmartArt Tools Design tab to move people vertically. Likewise, the Move Up and Move Down buttons will move people horizontally throughout the organization.
In our example, let’s say the VP of Marketing will now report to the VP of Sales. To reflect this change, move the VP of Marketing over until he/she is next to the VP of Sales, then click the demote button while clicked on the VP of Marketing shape.
4. Add and remove shapes
Add shapes into your org chart in Excel by clicking “Add Shape” from the SmartArt Tools Design tab. Follow the previous steps to enter text into the new shape and manage its position within your org chart.
Let’s say that your company is growing and two new people are hired. The first will report directly to the VP of Marketing and the second will report to the VP of Manufacturing. To add the new report to the VP of Marketing, click on the existing VP of Marketing shape and find the “Add Shape” button. Do the same for the new hire that will report to the VP of Manufacturing.
5. Format your org chart
Customize your org chart in Excel by changing up the colors, fonts, and sizes of the shapes as found in the SmartArt Tools Design and Format tabs.
How to create an org chart in Lucidchart
Lucidchart, a tool built specifically for diagramming, will help you create stunning diagrams without all of the limitations and annoyances that come with Excel. With Lucidchart, make your org chart easily and then add it back to your Excel spreadsheet seamlessly with our MS Excel Add-In.
Getting started with Lucidchart
Start by signing up for a free Lucidchart account. After registering, open a new Lucidchart document and enable the org chart shape library by clicking on the “+ Shapes” button on the left side of your screen and making sure the “Org Chart” shape library is checked.
Add org chart shapes
Drag and drop org chart shapes from the left side of your screen to begin building out your org chart. After dropping a shape on the canvas you can edit the shape by clicking on the gear icon next to the shape and entering the desired information.
You can connect org chart shapes by dragging out from the red dot that appears when you hover over a shape.
Import org chart data
To speed up the diagram creation process, Lucidchart allows all paid users to import their organizational data and to build an org chart automatically. Simply provide Lucidchart with the correct data and let Lucidchart do the rest! First, organize your data in a spreadsheet. Some of the fields you may consider including are:
Note: Be sure to save your spreadsheet as a CSV.
Once your data is organized, click on the “Import Data” button under the org chart shapes in Lucidchart and follow the steps in the popup.
Import your data straight into Lucidchart for an incredible experience that Excel SmartArt will never give you!
Easily edit your org chart in Lucidchart by clicking on the gear icon next to any shape. In this menu you can format the shapes as desired, easily adding and hiding fields and editing shape layouts.
Edit the structure of your org chart by clicking on a person’s name in the top left of the Advanced Shape menu and pressing either Tab or Shift + Tab to make hierarchical changes. After editing the content of your org chart it is possible that your org chart may look jumbled. Press the “Clean up layout” button in this same menu to resolve any layout issues.
Insert a Lucidchart diagram in Excel
Easily insert your org chart into an Excel spreadsheet after building it in Lucidchart with our MS Office Excel add-in. Here are the steps:
- Sign up for a Lucidchart account, if you haven't already.
- In Excel, go to Insert > My Add-ins.
- Search for Lucidchart and install.
- Access Lucidchart witin your Add-ins tab and insert an org chart that you have already created, or create a new diagram.