How to make an org chart in PowerPoint
Although PowerPoint is an incredible presentation tool, it’s diagramming functionality is extremely limited, as you will see in following sections. Follow these simple instructions to create your organizational chart in PowerPoint, then read on to learn why diagramming with Lucidchart is so much better.
1. Insert SmartArt
In your PowerPoint document go to the Insert tab and click on SmartArt to get started. After clicking on the SmartArt button, navigate to the Hierarchy group and select the org chart template that will suit your needs.
2. Enter text
Now, click into any of the shapes to add text. Since each shape in an org chart represents a person in the organization, make sure that each person is accounted for in the diagram.
3. Add shapes
It is very likely that SmartArt templates will not have enough shapes for you to model your organization, so you may need to add more shapes. To do this simply click into the SmartArt Tools Design tab and click on the Add Shape button. From this button you can manage where the person goes in the org chart, who they report to, and who reports to them.
For our example, let’s say that the company has hired a VP of Human Resources who reports to the CEO, and a Sales Rep who reports to the VP of Sales. This can all be done in the SmartArt Tools Design tab by using the Add Shape button.
4. Customize hierarchy
To rearrange the layout of your org chart in PowerPoint, first click on the shape that you wish to move. Then, from the SmartArt Tools Design tab you can manage moving that shape either vertically with the Promote/Demote buttons, or horizontally with the Move Up/Move Down buttons.
Let’s say that while we are making our org chart in PowerPoint the structure of our organization changes and the VP of Marketing will now report directly to the VP of sales. To reflect this change, click on the VP of Marketing, and then find the “Demote” button from within the Design tab.
5. Format your org chart design
Once you have perfected the layout of your organizational chart in PowerPoint you can move on to the aesthetics of the diagram. Play around with fonts, colors, and layout styles as found at the top of your screen to make sure your org chart is both intuitive and useful to readers.
How to make an org chart in Lucidchart
Lucidchart was designed specifically for creating org charts, so you won’t run into the frustrating limitations that exist in Word. Diagramming any org chart in Lucidchart and then including it in your PowerPoint presentation using our MS PowerPoint Add-In is an easy way to enrich your presentations with stunning organizational charts.
Getting started with Lucidchart
Sign up for a free Lucidchart account and then open a new Lucidchart document to begin diagramming. Enable the org chart shape library by clicking on the “+ Shapes” button on the left side of your screen. Make sure that “Org Charts” is checked.
Add org chart shapes
Add org chart shapes by dragging and dropping the desired shape onto the canvas. Once you drop the first shape on the canvas, edit the shape by clicking on the gear icon next to the shape and entering the desired information.
Connect shapes to each other and establish hierarchy by dragging out from the red dot that appears when you hover over a shape.
Import org chart data
To make your work more efficient, Lucidchart allows all paid users to import organizational data directly into Lucidchart. All you have to do is provide the data and Lucidchart will do the diagramming for you! To begin, first organize your data in a spreadsheet and be sure to save your spreadsheet as a CSV. Some of the fields you may consider including are:
Now, you are ready to import the data! Click on the “Import Data” button under the org chart shapes and follow the the steps in the Import Data dialog.
Lucidchart does an incredible job of automatically creating your org chart, saving you valuable time and energy.
Editing your org chart in Lucidchart is easy and intuitive whether you built your org chart manually or Lucidchart did the heavy lifting for you. Simply click on the gear icon that appears when you hover over a shape and format the shapes as desired. You can easily add and hide fields and edit shape layout in this menu.
Edit your organizational hierarchy by pressing either Tab, or Shift + Tab in the top left section of the Advanced Shape menu. If your org chart begins to look confusing, simply press the “Clean up layout” button in this same menu.
Insert your Lucidchart diagram into PowerPoint
Inserting your Lucidchart diagram into PowerPoint is incredibly easy with our MS Office PowerPoint add-in. Here are the steps:
- Sign up for a Lucidchart account, if you haven't already.
- Go to Insert > My Add-ins.
- Search for Lucidchart and install the Add-in.
- Insert the org chart that you have already created, or create a new diagram.