How To Make an Organizational Chart in Excel

When it comes to business or company-related matters, the document type is almost always universally Microsoft Excel. This is because Excel is built to cater to practically every need the company may require of it (at least, when it comes to forming documents)—it can crunch the numbers far more efficiently and in ways that make it easier for you to go about your work, it can form complex charts so long as you know exactly what you are doing, pretty much any kind of business document you want from Microsoft Excel, it will make for you. And this includes building an organizational chart as well. For a company to be efficient, every aspect must be organized; if there is any sign of clutter, it could produce a domino effect that will make it difficult for the people in the company to work in tandem—just like the inner workings of a clock, everything must be working together, every second of ever hour of every day. If one of the cogs were to even skip a single movement, it would affect all of the other parts and the clock would no longer be able to tell time. The consequences would be the same for a company as well, which is why everything must be organized, as it makes it easier to understand what the company wants (and what the company even is), and therefore, makes achieving the company’s goals far more plausible. The organizational chart is the core of the company’s order, as it is a hierarchy of the people involved in the company or one of its projects. This article will help you to build an organizational chart yourself, using the ever-handy Microsoft Excel:

  • Start Excel and make use of the ‘SmartArt’ system to choose the hierarchy template. Once you have opened up Excel and started a new project, locate and select the ‘SmartArt Graphics’ option at the upper toolbar (Element Gallery). Afterwards, click on ‘Hierarchy Group’ from the list. You will then be given the option to choose your desired template for the organizational chart. This should not be a very difficult choice, so once you have made your decision, continue to the next step.
  • Build your organizational chart. This step is as simple as labeling the boxes of your chart by clicking on the little colored boxes and typing in the appropriate position. The content of these boxes are entirely up to you; and you can also make use of ‘Promote’ as well as the ‘Demote’ options to edit your hierarchy by changing the positions of the boxes. You can also change the colors of the boxes as well, which will make understanding your organizational chart much easier.
  • Save your new organizational chart. Once you have finished making all of the changes and edits you want on your hierarchy, make sure and double-check everything. Afterwards, click on ‘File’, and then ‘Save’. A window should pop up prompting you to choose a destination for your chart. Do so, and click ‘Save’ one more time, and you are finished.

Microsoft Excel saves the day again as it proves just how handy it is when it comes to business—so long as you know what you are doing with it.


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