How to Build Organizational Charts in Excel
Building organizational charts in Excel is perfect for fast one-off tasks. In this tutorial, readers will learn how to build hierarchical org charts by hand or by importing employee data from an Excel org chart template.
How to Build an Organizational Chart in Excel
Choose the Insert option in the top ribbon, then click on the SmartArt button.
Click on Organization Chart in hierarchy fly-out
In the SmartArt drop down menu, hover over the Hierarchy option, then choose the organization chart layout you prefer to generate a simple org chart.
Add text to org chart shapes
When your org chart is generated, edit text directly in each of the boxes or in the SmartArt Text box. If you have multiple data points for employees, hit enter to skip down a line within the SmartArt shapes.
Add or remove shapes in organization structure
Add shapes in your org chart by either right clicking (control + click) and choosing where to add a shape, or by clicking the “+” symbol in the SmartArt text box.
Update org chart format
You can choose from a wide variety of colors, shapes, and fonts to make unique org charts in Excel. To change the color of your org chart shapes, click on the SmartArt Design tab in the top ribbon while you are working within your SmartArt text box. If you want to update the org chart’s shapes or font styling, click on the Format tab in the upper ribbon while working in the SmartArt text box.
Create an org chart that updates automaticallyBuild Org Chart in Pingboard
Create an Organizational Chart in Excel from a List of Employees
Download the organizational chart template for Excel
This file will contain all of the common data points found in org charts. You will be able to quickly add your staff info to this template and edit the information displayed in your org chart.
Add employees to the org chart template
Add data points for employees like first name, last name, and title. This org chart template can serve as the master document for your employee database.
Copy/paste employee data into the org chart
Copy all of the data you’d like to display in your org chart, then clear the information in the SmartArt text box and paste in your employee data.
If there’s data in the employee database that you don’t want, you can hide columns before copying the data; this will exclude any unwanted employee data points.
Style employee data in the org chart
The information copied over from the org chart template will be in one long line. Click into each shape where the employee data was pasted and organize the information into separate lines.
To get your organizational structure to line up like the example below, start with the employee on the far right—or the most junior employee—and demote people until they're under their manager
Free org chart templates for Excel
Looking for more ways to structure your business or org chart? Download templates for restaurant and manufacturing org charts.