How to Create Org Chart From Excel Data (With Easy Steps)

This tutorial will demonstrate how to create an org chart from Excel data. An Org chart is known as an organizational chart that demonstrates the whole hierarchy of a certain company or organization. From this chart, one can easily learn about the work distribution of a certain company. This also helps a person to know about which projects are undergoing in which department or person. Moreover, by using this chart, we can easily divide the work into suitable portions to execute the whole project perfectly. So, it is very important to learn how to create an org chart from Excel data.

What Is an Organizational Chart?

In simple words, an Organizational Chart is a diagram where the hierarchy of an organization is depicted. It also helps us to understand the chain of command of the organization as well as the flow of information. It can also be useful to construct a family tree. Sometimes for data visualization, you may need to create an org chart from Excel data of your company or any organization. So, in this article, I will explain how to create an org chart from Excel data.

Create Org Chart from Excel Data: Step-by-Step Procedure

We’ll use a sample dataset overview as an example in Excel to understand easily. If you follow the steps correctly, you should learn how to create an org chart from excel data on your own. The steps are:

Step 1: Creating Employee Directory

In this case, our goal is to create an employee directory to create an org chart from Excel data. For instance, we have Full Name in column B, Role in Column C, Department in Column D, and Status in Column E. We will use this dataset to explain the whole hierarchy of this company. The whole division is done based on the Role of the employee in the company. The SVP is the highest role in this company and in his supervision, the Executive Assistant and Project Manager play their role. All the other members like Content Writers or Web Designers work under the supervision of the Executive Assistant and Project Manager. The whole step is

Step 2: Choosing the Right SmartArt Graphic

The SmartArt Graphic is very useful to represent certain data that needs top to bottom representation or left-to-right representation in Excel. In our scenario, we want to represent our company hierarchy data from top to bottom representation. The whole step is

• First, select the whole data, then click on the  SmartArt options.

• Second, in the Choose a SmartArt Graphic window, go to Hierarchy > select desired chart type > OK.

• Last, you will get the initial SmartArt Graphic that will appear in your Excel. But this graphic chart won’t carry any data. So, in the next step, we will learn how to insert the proper data text in these boxes.

Step 3: Adding Employee Data to Org Chart

Now, we want to add the chart to our data table to represent the chart accordingly. So, at the very beginning, we have to copy the whole data row by pressing the Ctrl+C buttons and then paste it into the graphic chart by using the Ctrl+V buttons. For each text box, you have to manually copy the data from the data table and paste it in the same way. You can easily add one or two text box options by pressing the Enter button. The whole step looks like the below image.

Step 4: Arranging and Customizing Org Chart

Afterward, we want to arrange and customize the Org chart to make it more visually attractive. The whole step is

• Firstly, select the graphic chart and then go to the SmartArt Design option and select the Text Pane option to format or customize the data accordingly.

• Lastly, if you have inserted all the data row manually in the text boxes and customized it correctly, then you will get the below result.

Step 5: Saving As Org Chart Template

Finally, after creating the whole Org chart, you have to save the Excel file as a template. To fulfill this goal, you have to follow the below steps

• To begin with, go to the File option.

• In addition, select the Save As option.

• Finally, in the Save As window, select the desired name and file type in the file name and Save as Type Then press the Save option to save the file as a template.

Things to Remember

• To create the org chart, you have to use the SmartArt option which is in the Insert tab option.
• After creating the graphic chart, you have taken the inputs manually from the data table and pasted them into the desired box of the graphic chart.
• You have to use the Text Pane option in the SmartArt Design tab to customize the text boxes.
• Remember that each of the text boxes must be fulfilled one by one manually accordingly. And after creating the graphic chart, you have to Save the file as a template otherwise the file will get lost.

Download Practice Workbook

You can download the practice workbook from here.

Conclusion

Henceforth, follow the above-described methods. Hopefully, these methods will help you learn how to create an org chart from Excel data. in excel. We will be glad to know if you can execute the task in any other way. Please feel free to add comments, suggestions, or questions in the section below if you have any confusion or face any problems. We will try our best to solve the problem or work with your suggestions.

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