【Make Organization Chart in Microsoft Excel】Step by Step Guide ▷ 2022

A Organization chart is a graphic representation of the structure of a company or organization. The interesting thing about them is that allows you to organize departmental structures and even indicate the people who run each area.

Within Excelit’s possible design your business organization chart in a very quick and easy way. you can do it from manual way or through the use of .

In this post, you will learn how to make an organization chart for your company in Excel in a quick and easy way. Keep reading, you won’t regret it.

What should we take into consideration when making an organization chart in Microsoft Excel?

First of all, you must be clear what kind of organization chart do you need to design and based on that structure yours. The types are divided according to their structure, contents either purpose that they chase

In this sense, the main ones are:

• Verticals: information is organized according to top down pyramid.
• Horizontal: hierarchies are arranged left to right.
• Mixed: combination between vertical and horizontal.
• circulars: The authority maximum or the highest level of hierarchy is placed in the centerand around it the other levels are located in circles decreasing.
• By blocks: is a variant of the classic organizational charts, and is based on the same structure of a pyramid. That is, the information goes from top down but in blocks.
• Climb: Indentations are used to represent the authority. In this sense, while the greater the indentation, the lesser the authority of said office.
• Tabular: it’s based on climbbut do not include lines that unite the commands of authority.
• Functional: focuses on the representation of the specialization that each position has in a certain area.
• Integral: this is the one represents the entire company.
• Positions, units or positions: is where I know It represents to each worker of a business.
• Microadministrative: is one that represents a single company.
• Macro-administrative: is one that is used when a business has different companiesand the organization chart shows all business units.
• Masoadministrative: includes all companies in a certain sector.

even though they exist various types of organization chartssuch as those mentioned above, their structure or design may change over time. The reason is that at any time you can modify the structure of an organizationwhich will inevitably cause you to suffer changes.

Other important aspects to take into account is that an organizational chart should be designed in a way that is easy to understand and very practical to use. Added to that, you have to contain only essential informationwhich means that you have to save data unnecessary.

Lastly, when you go to create an organization chart in excelyou will have different tools that will help you to give shape to either through templates or of manual way.

What are the best tools we have available in Excel to create an organization chart?

In MS Excelyou can start create an organizational chart for your company without major problems. The best tools to do this are: Visio or with templates. With any of the three you can do it easily and in a way professional.

Let’s see next:

With SmartArt

If what you are looking for is Illustrate your company structure in a creative way and simple, an excellent option is to opt for the SmartArt graphics which includes the package office.

The most interesting thing about this type of graphics is that you can customize options such as:

• Colors
• borders
• Shapes
• Size
• Kind of text

with vision

Designing an organization chart with Visio is a slightly more professional way. and it is much more recommended for those who are familiar with Excel. In general terms, vision is a tool for draw using drag and drop technique.

With her help, you can create organizational charts and even connect to data in existing Excel files. You also have access to the Active Directory instances to automatically create this type of graphics.

As important data, Visio is not included in the Office suiteso you have to buy and install it to enjoy its features.

With Templates

Finally, a very practical and fast way to create organization charts is with the help of Excel templates. Within the program you have access to a default templatein which you can personalize the different fields according to what you require.

If you want to have many more optionsyou can download on the Internet all kinds of organizational chart templateswith varied designs and shapes.

Steps to create an organization chart for your company in Microsoft Excel

If you want create your own organizational chartkeep in mind that there are two methods to do it: manually or with a template.

Both are very simple, so we will explain the step by step according to each case:

With a Template

Templates are the best option for inexperienced users who are not very familiar with the design. Just follow a few steps and that’s it. They will be able to capture the entire structure of their companies or organizations on an organizational chart. The steps to follow can be altered according to the office version with whom you work

In this case, we are guided by Office 365 on macOS:

• Open Excel.
• Go to section New.
• Search Organization Chart Templates.
• Select the template.
• automatically will open in excel.
• Slide into each section and fill in the fields you need.
• For modify the colors or other details of the graph, click on the shape you want. The sections of SmartArt Design and Layout.
• Enter any of them and make the necessary adjustments.
• Once it’s ready, you can save it with a custom name.

If you don’t like the templates available in Excel, you always have the option of downloading others from the Internet:

manually

When it comes to the design an organization chart manually, there are two methods to do it. The first and simpler, is by using a SmartArt. There is also the option of working with vision in Excel.

With SmartArt

If you want to do it on Windows:

• go to Excel and open a new spreadsheet.
• In the group Illustrationsinside the tab Insertchoose the option SmartArt.
• Inside the gallery corresponding to Choose a SmartArt graphicclick on Hierarchy and choose the design you want.
• press To accept.
• Fill in the fields of the organization chart by clicking on each box.

In the case of the version of Office 365 for macOS, the way to insert a SmartArt is:

• Open a new spreadsheet in Excel.
• In the best menu of the program, click on Insert.
• Choose SmartArt.
• click on Hierarchy and proceeds to complete each frame with the necessary information.

In both cases, you can modify colors, borders, shape size, etc.by clicking on the formand then inside smart art design Y Format.

with vision

After To install Visio, follow the steps mentioned below:

• Choose New in the tab Start.
• click on Organization chart and choose metric units either United States units. Then select To create.
• If you are going to create a simple organization chart, you should click on Cancel when the dialog is displayed Organization Chart Wizard.
• in the tab Organization chartit shows different types of shapes that you can use.
• For connect shapes automatically, drag the subordinate forms to the superior ones according to the hierarchy of your company or organization. You can also choose to connect manually using the connector shapes. You just have to write in each one the name and title, along with an image (optional).
• Organize your design in the tab Organization chart.

In case you already have information stored in a database, what you have to do is:

• Opens vision.
• Select the Organization Chart Wizard.
• Click on the information that you have stored in a file or database.
• Respond to the questions that they request you
• Import photos or images (optional).
• Click on To finalize.

Apart from import information in the organization chart from Excelyou can add information directly in the Attendee for organizational charts.

List of the best templates to create business organization charts in Excel

Templates can be your allies when it comes to create a business organization chart if you are new to excelbecause they are coming previously designed and you just have to fill in the fields with your company information. They also give you the option to customize colors and texts.

Therefore, we indicate a list of some websites where you can download or create templates to make business organization charts in Excel:

• justexw.com
• templatesmil.com
• blog.grupo-pya.com
• edrawsoft.com