【Create Chart with SmartArt in Excel】Step by Step Guide ▷ 2022

One of the computer programs developed by Microsoft most used in the office environment, without a doubt, it is Excel. Which is distinguished from the rest, for facilitating work with multiple numerical data to analyze and generate reports through tools such as .

In this sense, one of the illustrations most used in spreadsheets Excel, are the graphics that provide the ability to make a visual representation of any information flow, quickly and easily. So that, They stand out for being ideal elements to transmit your messages or ideas efficiently through Excel.

However, many users do not know how to handle this graphics typenamely, create and select them correctly, according to the type of data they want to present. Therefore, through this post, we will teach you How to create a quality graphic with SmartArt in Microsoft Excel.

What is a SmartArt in Excel and what is it used for in our documents?

Basically an item SmartArt in Excel is defined as a visual representation that allows to show, in an attractive way, any idea, concept or information. Therefore, they are illustrations that are designed to add text or numbers, in order to present any kind of data.

Therefore, through a SmartArt graphic trying to convey the information in a dynamic and easy to understand way. Therefore, they are elements that contribute to communication of the message is better understood by users.

Now, beyond this, the Excel SmartArt graphics are used for a significant amount of Actions that can be carried out from said program Microsoft.

So, in order for you to know how to differentiate them and choose them correctly, here we present the main uses of SmartArt in the spreadsheet:

  • To create a Organization chart.
  • Enumerate any amount of data.
  • To show the steps, the phases or stages of a process or workflow.
  • Introduce the flow of a process, procedure, or other event of this Type.
  • To exhibit a hierarchy. Like, for example, a decision tree.
  • Elaborate a shape illustration matrix.
  • Represent a type information cyclical or repetitive.
  • Express a relationship between multiple parties, such as overlapping concepts.
  • Organize an illustration, very quickly, by typing or pasting the text to cause it to be placed and set automatically.
  • Reveal one information proportional or hierarchical in an illustration pyramidal.

What are all the types of SmartArt that we can use in Excel?

Now, in view of the fact that the graphs SmartArt in MS Excel They allow you to display or expose a wide variety of information, Of course, there are several types of them that must be selected depending on the data that is going to be presented..

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Therefore, in order for you to display the data you want in these visual elements correctly, below, we will introduce you to each of the types that exist in order to discern their main uses:

Ready

It simply refers to a chart that uses a list type layout and in consequence, keeps the idea of ​​the list vertical. Therefore, they are ideal for grouping all that information interconnected that do not follow a process sequentially.

Now most of these chart types separate general concepts from details or secondary ideas. Considering that, the main points of the elements are the ones that will gain greater visibility and impact. In addition, they allow you to add image shapes to accentuate the information through drawings or illustrations.

Process

This is a kind of SmartArt graphic that it has repetitive shapes and a long winding arrow through which it is possible to connect each step. Thus, they are elements that have a directional flow and thanks to that, they are used for represent the stages of a process or a sequence of stepsunlike graphs of type Ready.

Typically, these types of illustrations are used to show the evolution of a specific procedureAs for explain each of its phases or stages with the aim of reaching a final result. Taking into account that, depending on the process to be exhibited, you can choose between more than 30 subtypes.

Cycle

from this one on class of design, a circular, cyclical or repetitive process can be illustrated, as its name indicates. Consequently, the SmartArt graphics of type Cycle are used to communicate data, ideas or sequential concepts that are renewed at the end of the last phase.

So, for example, are illustrations which can be used for display the life cycles of animals or productspresenting an ongoing process, explaining the learning phases, stating the goal setting cycle each year, teach performance review of an employee in a business settingetc.

Hierarchy

Are those illustrations that simplify the presentation of information in a hierarchical way. That is to say, they allow to show the order of the elements according to their value and according to criteria of typologies or categories to develop a classification system. Therefore, they are used for make a company organization chart or show decision treesfor instance.

However, it should be noted that there are several subtypes of hierarchy SmartArt elements in Excel and among them, the most used are the following:

  • architecture design
  • Hierarchy List
  • horizontal hierarchy
  • organization chart with semicircles
  • Hierarchy with images in circles
  • Labeled hierarchy
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Relationship

Through this kind of graphicsit’s possible show non-progressive and non-hierarchical relationships between parts of a whole.

Which means that they are elements with which you can represent the links between two or more sets of things, as well as displaying conceptual relationships. Therefore, all the information shown interconnected.

For its part, depending on the exposure of the information, there is the possibility of choosing various subtypes of SmartArt of Relationship and one of the most representative of all, are Venn diagrams. Which, are in charge of showing how the concepts overlap and meet at a central intersectionin order to establish a link.

Matrix

They are defined as a type of two-dimensional graph which generally allows classifications among the exposed data.

Which means that they show the relationship between the components of a whole and manage to symbolize totally complex links, through axes. Thus, they are used to display multi-part loop about a central concept.

In this sense, it is pointed out that this kind of illustrations available in Excel are ideal for expressing a large amount of text in the documentin a simple and summarized way, through four key points. In addition, outside the quadrants and representative axes of the graphs of Matrixit’s possible include labels outside the axesto better explain the ideas.

Pyramid

These too They are called “pyramidal type designs” and are characterized by allowing the exposure of same relationships or processesbase or hierarchical ascending. Therefore, they are illustrations that grow or are built from the bottom up, so general.

In that way, They are useful to explain concepts or ideas that have a certain relationship in an ascending way, unique and exclusively. Thus, it is possible to transmit conceptual information in an effective and easy to understand way, in addition to being visual representations that offer plenty of space to add text of interest.

Image

In most cases, this kind of illustration SmartArt are used to convey a message with or without explanatory text, based on showing images that capture the reader’s attention visually, more than anything. Thanks to that, they are also graphics used to complement the explanation of a list or a process.

Now, with respect to its main characteristics, we emphasize that these Graphics allow you to show a central photographic idea with related ideas, so that all information is based on the image presented.

They also work for display illustrations with multiple levels of textrepresent a series of images from top to bottom, assemble a group of images with related informationetc.

Learn how to create professional-grade graphics with SmartArt in Microsoft Excel step-by-step

With all of the above, you can see that the different kinds of illustrations that you find inside the elements Microsoft Excel SmartArt, They are very useful to expose any information in an easy, fast and interactive way., no matter what data types they are. Which, in addition to that, will allow you enrich your documents.

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However, to know how to handle them correctly within the spreadsheet program, It is essential to know each of the steps to follow, in detail.

Therefore, here we will teach you how to show your ideas or concepts in Excel through a SmartArt graphic, creating them simply as follows:

  • To start, you have to open a new spreadsheet in the Microsoft program or, failing that, enter the document in which you want to add this type of chart.
  • Second, locate the area of ​​the document where you want to insert the SmartArt Y click there. For later, directly from the options bar at the top of the software, select the “Insert” tab.
  • Once you are in bliss tab, locate the group called Illustrations. From there, click on the “SmartArt” option.
  • After the above, automatically, a dialog box on the screen, in which you can find all the types of SmartArt indicated in the previous part of the post. At that point, click on the one you want to include and thus, proceed to select the indicated subtype to click on “OK”.
  • Subsequently, it will show the graph in your spreadsheet and since then, you can start entering the text to be displayed in the illustration in question.
  • For this, you have two options, (1) by clicking “” to write there or (two) Copying the text from another program, to click on “” in the panel and paste it using the mouse or with the keyboard shortcut “Ctrl + V”.
  • Additionally, you can customize your SmartArt graphic from the “SmartArt Tools > Design” tab at the top of the main window. Either for add shapes or bullets, change colors, layouts, or styles, and reset the chart.
  • Also, directly from the “SmartArt Tools > Format” tabyou’ll be able to customize shapes, add fill, outline, and effects to shapes and text, resize words, wrap words, align them, change their position, and more.
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