Create an Org Chart in Excel and Alternatives: Easier than You Thought

Create an Org Chart in Excel and Alternatives: Easier than You Thought

If you want to visually organize your business teams and reporting relationships on different scales, then an organizational chart is the best choice for you. How to create an org chart in Excel? Simply follow these steps in the article, and feel free to explore more Excel org chart alternatives with more advanced human resource management features.

Create an Org Chart in Excel – Easy Steps

1. Start from SmartArt

SmartArt feature in the Excel can help you to create an org chart with 30 or fewer employee shapes with photos, shadow effects, and colorful themes etc. Go to the Insert tab>SmartArt>Hierarchy to choose a preset org chart layout.

Create an Org Chart in Excel smartart

2. Edit Text

Now you can enter text into the shapes by double-clicking on one of the default text shapes.

3. Update Your Organizational Structure

You can use the Promote/Demote buttons in the SmartArt Tools Design tab to move shapes horizontally, and the Move Up/Move Down buttons are for moving vertically. Besides, you can insert more shapes by hitting Add Shape in the SmartArt Tools Design tab.

change org chart layout in excel

4. Stylize Your Org Chart

Excel also allows you to change between different org chart themes, colors, fonts and sizes in the SmartArt Tools Design and Format tabs.

Any Excel Org Chart Alternative Recommendations?

So far, you may probably have seen lots of org chart tools can quickly add shapes, import Excel files, or changing different org chart themes, but what else can you do to create an org chart in Excel alternative? Let’s see an innovative and easy org chart creator below with both the basic and advanced functions:

Edit Shapes Details

The software lets you edit more employee details by showing photos, adjusting text fonts, moving properties positions and so on.

Edit Display Options in Excel org chart alternative

Select and Define HR Management Views Options

It is not easy to create an org chart in Excel with different HR management measurements. However, you can do so in the alternative one here as below by choosing from a wide range of factors such as Hire date, HR details, Photos, FLSA  Counts, and Contact information etc. If you can’t find the one you want, simply add it within seconds.

Choose View Options

Built-in Auto-create Slideshow

You can’t create an org chart in Excel based on the slideshow mode, but the software here can help you do so for different kinds of business meetings. Just click on the Auto Create button to quickly generate a series of slides according to your current org chart, then use the keyboard shortcuts to freely traverse between employee or departments in full screen.

Auto-create Slideshow Function

Now Finally Export Your Files to Excel Format

The software has some exporting options for you to export to the Excel format, or you may use the built-in personal/team cloud for effective communications.

export org chart to excel

Ready to Create an Org Chart in Excel Alternative?

Hopefully, you have found the best way to create an org chart for your team. Simply free download it and create your organizational chart right away!

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