Creating Organization Charts and Diagrams with Excel

By Dan DiNicolo, April 12th, 2007 Posted in Excel. Subscribe to our RSS Feed

If you work in Human Resources, then you’ve no doubt spend your fair share of time creating (and changing, and changing again) organizational or “org” diagrams. Rather than fight with a program like Microsoft Word to create your organization charts, I strongly suggest that you take a look at the capabilities built into Excel first. Excel’s Organization Diagram capability makes drawing out these hierarchical relationships a breeze, even if you don’t particularly care for your own location on the corporate totem pole.

To create a Organization Diagram in Excel, click the Insert menu and select Diagram. In the Diagram Gallery window click the Organization Chart and click OK. Click to Add text (names, locations, etc) into the default boxes displayed, and then use the Organization Chart toolbar (or right-click) to add additional shapes that form the relationships you need to be displayed such as co-workers, subordinates, and so forth.

It will probably be necessary to resize your chart as the number of shapes you add increases. Use the dragging handles on the bounding box around the chart to re-size it as necessary.

To add the your Organization Chart to a Word document, click outside of the chart to de-select it, right-click on the chart area, choose Copy, and then Paste it into your Word Document.

Written by Dan DiNicolo - Visit Website

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