How to Insert an Organizational Chart in Excel

How to Insert an Organizational Chart in Excel thumbnail
How to Insert an Organizational Chart in Excel

Organizational charts are developed by companies to provide a visual representation of structure and hierarchical relationships within a business. Microsoft Excel offers users a specific function to insert an organizational chart into a spreadsheet.

Instructions

    • 1

      Open the Microsoft Excel program on your computer.

    • 2

      Create a new document or open an existing spreadsheet file.

    • 3

      Select "Insert" from the standard toolbar at the top of the spreadsheet.

    • 4

      Click "Diagram" from the drop-down menu of options.

    • 5

      Select the photo of the Organizational Chart and press "OK."

    • 6

      Once inserted, use the Organization format toolbox that is active on your screen to customize your diagram.

    • 7

      Click inside the diagram to begin entering appropriate details of hierarchical structure within your company.

Tips & Warnings

  • By using the format dialogue box, you can alter the colors of the individual diagram boxes.

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