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Organizational charts are useful for visually organizing everything from a large organizational structure to a family tree. Follow the steps outlined below to make your very own org chart in Excel, and then learn how to streamline the process with Lucidchart — a cloud-based tool that will make org chart creation incredibly easy.

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.

how to make an org Chart in Excel

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.

How to make an org chart in microsoft excel

3. Customize hierarchy

As your organizational structure changes, use the Promote and Demote buttons found in the SmartArt Tools Design tab to move people horizontally. Likewise, the Move Up and Move Down buttons will move people vertically 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.

create an org chart in excel

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.

how to build an org chart directly in excel

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 organizational chart in excel

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.

how to make an org chart

Add org chart shapes

Drag and drop the org chart shape 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 "Shapes" in the org chart editing panel to the left of the canvas or using the employee option bar at the top of the canvas. You can add additional shapes by clicking the red “+” buttons around the existing shapes or by tying names in the editing panel. Drag and drop shapes to adjust the organization.

make an organizational chart

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:

  • Name

  • Employee ID

  • Department

  • Job Title

  • Phone

  • Email

  • Reports To

Note: Be sure to save your spreadsheet as a CSV.

Org Chart in Excel - Import Org Chart Data

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.

Org Chart in Excel - Import Data Button

Import your data straight into Lucidchart for an incredible experience that Excel SmartArt will never give you!

Org Chart in Excel - Imported Org Chart in Lucidchart

Format shapes

Easily edit your org chart in Lucidchart using the org chart editing panel to the left of the canvas or the employee options bar at the top of the canvas. From here you can format the shapes as desired, easily adding and hiding fields and editing shape layouts.

Org Chart in Excel - Advanced Shapes Menu

 

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:

  1. Sign up for a Lucidchart account, if you haven't already.
  2. In Excel, go to Insert > My Add-ins.
  3. Search for Lucidchart and install.
  4. Access Lucidchart witin your Add-ins tab and insert an org chart that you have already created, or create a new diagram.