Creating Organization Charts

Summary: Graphics are often added to worksheets to make it easier to understand the data contained in the worksheet. Sometimes, however, the graphic is the data—as in the case of an organization chart. You can create and use an organization chart in no time by following the steps in this tip.

One of the tools available in Excel provides the ability to create organization charts. These are created as graphics, and you can modify them to fit your needs.

You create an organization chart by displaying the Insert tab of the Ribbon and then clicking the SmartArt tool (in the Illustrations group). Excel displays the Choose a SmartArt Graphic dialog box. (Click here to see a related figure.) You should click Hierarchy at the left side of the dialog box.

You can select, from the center of the dialog box, the type of organizational chart you want to add to your worksheet. Click on one of the seven types of charts and then click OK. The chart is inserted in your worksheet, and two additional tabs (Design and Format) become available on the Ribbon.

In Excel, organization charts are made up shapes and lines. Lines are automatically added or removed as you add or remove shapes. If you would like to change the formatting of any of the elements in the organization chart, right-click on the element and choose Format Shape from the Context menu.

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Creating Organization Charts