Create a Professional Organization Chart in Excel 2010

Creating a visually appealing and informative organizational chart is essential for effectively communicating company structure and employee relationships. With the help of Excel 2010’s built-in SmartArt feature, you can easily design and customize professional organization charts tailored to your specific requirements.

This article provides a comprehensive guide to utilizing the Organization Chart template in Excel 2010. We will cover the steps involved in creating, editing, and formatting an organization chart, ensuring that you can effectively visualize and present your organizational hierarchy.

Let’s dive into the process of creating an organization chart in Excel 2010. We will start by exploring the available Organization Chart template and then delve into the customization options to tailor your chart to your needs.

Organization Chart Template Excel 2010

Harness the power of Excel 2010 to create professional organization charts with ease. Here are ten key points to consider when utilizing the Organization Chart template:

• Easily create visual representations of organizational structures.
• Effortlessly add, remove, and rearrange employees within the chart.
• Customize the chart layout to fit your specific needs.
• Apply different styles to enhance the visual appeal.
• Add employee information such as names, titles, and contact details.
• Link to external data sources for automatic updates.
• Export the chart in various formats for sharing and presentation.
• Take advantage of built-in SmartArt features for professional-looking charts.
• Enhance collaboration by sharing editable charts with colleagues.
• Utilize the template as a starting point for creating custom organization charts.

With these points in mind, you can effectively create and manage organization charts in Excel 2010, enabling you to clearly communicate your organizational structure and relationships.

Easily create visual representations of organizational structures.

The primary purpose of an organization chart is to provide a visual representation of an organization’s structure. The Organization Chart template in Excel 2010 makes this task incredibly easy, allowing you to create a clear and concise diagram that outlines the reporting relationships and hierarchical levels within your organization.

• Drag-and-drop functionality: The template features an intuitive drag-and-drop interface that simplifies the process of adding and arranging employees within the chart. Simply drag an employee’s name from the data source onto the chart, and Excel will automatically create a box representing that employee and connect it to their manager.
• Automatic layout: Excel automatically arranges the boxes in a hierarchical structure, ensuring that the chart is easy to read and understand. You can also manually adjust the layout to customize the appearance of the chart.
• Multiple layout options: The template provides various layout options, such as vertical, horizontal, and mixed layouts. This flexibility allows you to choose the layout that best suits your specific needs and preferences.
• Export to different formats: Once you have created your organization chart, you can export it to various formats, including PDF, JPEG, and PNG. This makes it easy to share and present your chart with others.

By utilizing the Organization Chart template in Excel 2010, you can effortlessly create visual representations of your organizational structure, enabling you to effectively communicate reporting relationships and hierarchical levels.

Effortlessly add, remove, and rearrange employees within the chart.

The Organization Chart template in Excel 2010 provides seamless editing capabilities, allowing you to effortlessly add, remove, and rearrange employees within the chart to reflect changes in your organizational structure.

• Add employees: To add an employee to the chart, simply drag their name from the data source onto the chart. Excel will automatically create a box representing that employee and connect it to their manager.
• Remove employees: Removing an employee from the chart is equally simple. Select the employee’s box and press the Delete key. Excel will automatically adjust the chart to maintain the hierarchical structure.
• Rearrange employees: You can easily rearrange employees within the chart by dragging and dropping their boxes. Excel will automatically update the reporting relationships and hierarchical levels.
• Promote or demote employees: You can promote or demote employees by dragging and dropping their boxes to different levels in the chart. Excel will automatically adjust the reporting relationships and hierarchical levels.

With the Organization Chart template in Excel 2010, you have the flexibility to make changes to your organizational structure quickly and easily, ensuring that your chart remains up-to-date and accurate.

Customize the chart layout to fit your specific needs.

The Organization Chart template in Excel 2010 offers a range of customization options, allowing you to tailor the chart layout to fit your specific needs and preferences.

• Change the chart style: The template provides various chart styles to choose from, including traditional organizational chart styles, bubble styles, and more. You can easily switch between styles to find the one that best suits your requirements.
• Modify the box shape and size: You can customize the shape and size of the employee boxes to match your desired appearance. This allows you to create unique and visually appealing organization charts.
• Add or remove information: The template allows you to add or remove employee information, such as job titles, departments, and contact details. You can choose to display only the information that is relevant to your audience.
• Change the chart orientation: You can change the orientation of the chart from vertical to horizontal or vice versa. This flexibility ensures that you can create a chart that fits the available space and your presentation needs.

By customizing the chart layout, you can create organization charts that are tailored to your specific requirements, ensuring that they effectively communicate the structure and relationships within your organization.

Apply different styles to enhance the visual appeal.

The Organization Chart template in Excel 2010 provides a range of styling options that allow you to enhance the visual appeal of your charts. By applying different styles, you can create organization charts that are both informative and visually engaging.

Color schemes: The template offers a variety of color schemes to choose from. You can select a color scheme that matches your corporate branding or that simply appeals to your aesthetic preferences. The color scheme will be applied to the boxes, lines, and text in your chart.

Fonts and text styles: You can customize the fonts and text styles used in your chart. This includes changing the font size, color, and style. You can also add bold, italic, or underline formatting to emphasize certain text. By carefully selecting the fonts and text styles, you can create a chart that is easy to read and visually appealing.

Borders and lines: The template allows you to customize the borders and lines in your chart. You can change the color, thickness, and style of the borders and lines. You can also add or remove borders and lines to create a unique and visually appealing look.

Background: You can add a background color or image to your chart. This can help to create a more visually appealing and professional-looking chart. You can choose a background color that matches your corporate branding or that simply complements the color scheme of your chart.

By applying different styles to your organization charts, you can create visually appealing and informative diagrams that effectively communicate the structure and relationships within your organization.

Add employee information such as names, titles, and contact details.

The Organization Chart template in Excel 2010 allows you to add a range of employee information to your charts, including names, titles, contact details, and more. This information can be useful for providing context and making your charts more informative.

Add employee names: To add employee names to your chart, simply type the names into the corresponding cells in the data source. The names will automatically appear in the boxes on the chart.

Add employee titles: To add employee titles to your chart, create a new column in the data source and enter the titles in the corresponding cells. Then, select the chart and click the “Add” button in the “Data” tab. Select the title column from the drop-down menu and click “OK.” The titles will be added to the boxes on the chart.

Add employee contact details: To add employee contact details to your chart, create new columns in the data source for each type of contact information (e.g., phone number, email address, etc.). Enter the contact information in the corresponding cells. Then, follow the same steps as above to add the contact information to the chart.

Add custom employee information: You can also add custom employee information to your charts, such as department, location, or years of service. Simply create new columns in the data source for the custom information and enter the data in the corresponding cells. Then, follow the same steps as above to add the custom information to the chart.

By adding employee information to your organization charts, you can create more informative and useful diagrams that provide a deeper understanding of your organizational structure and relationships.

Link to external data sources for automatic updates.

The Organization Chart template in Excel 2010 allows you to link to external data sources, such as a database or another Excel workbook. This can be useful for automatically updating your organization chart when changes are made to the data source.

Create a data source: To create a data source, open the Excel workbook that contains the employee data. Select the data that you want to use for your organization chart and click the “Data” tab. In the “Connections” group, click the “New” button. Select the type of data source that you want to create (e.g., Microsoft SQL Server, Oracle Database, etc.). Follow the prompts to create the data connection.

Link the organization chart to the data source: Once you have created a data source, you can link your organization chart to it. Select the organization chart and click the “Data” tab. In the “Connections” group, click the “Refresh All” button. The organization chart will be updated with the latest data from the data source.

Set up automatic updates: You can set up automatic updates for your organization chart so that it is always up-to-date with the latest data. Click the “File” tab and select “Options.” In the “Advanced” tab, scroll down to the “General” section and check the box next to “Refresh all external data connections when opening a workbook.” Click “OK” to save the changes.

By linking your organization chart to an external data source and setting up automatic updates, you can ensure that your chart is always up-to-date with the latest employee information.

Export the chart in various formats for sharing and presentation.

Once you have created your organization chart, you can export it to various formats for sharing and presentation. This allows you to easily share your chart with others, even if they do not have Excel installed on their computers.

• Export to PDF: PDF is a popular format for sharing documents because it preserves the formatting and layout of the document. To export your organization chart to PDF, click the “File” tab and select “Export.” In the “File type” drop-down menu, select “PDF (*.pdf).” Click the “Save” button to save the chart as a PDF file.
• Export to JPEG: JPEG is a common image format that is used for sharing images on the web and in presentations. To export your organization chart to JPEG, click the “File” tab and select “Export.” In the “File type” drop-down menu, select “JPEG (*.jpg).” Click the “Save” button to save the chart as a JPEG file.
• Export to PNG: PNG is another popular image format that is often used for creating website graphics. To export your organization chart to PNG, click the “File” tab and select “Export.” In the “File type” drop-down menu, select “PNG (*.png).” Click the “Save” button to save the chart as a PNG file.
• Export to SVG: SVG is a vector image format that can be scaled to any size without losing quality. This makes it ideal for creating high-resolution organization charts that can be used in presentations or on websites. To export your organization chart to SVG, click the “File” tab and select “Export.” In the “File type” drop-down menu, select “SVG (*.svg).” Click the “Save” button to save the chart as an SVG file.

By exporting your organization chart to different formats, you can easily share and present your chart with others, regardless of their software or platform.

Take advantage of built-in SmartArt features for professional-looking charts.

The Organization Chart template in Excel 2010 utilizes Microsoft’s SmartArt feature, which provides a library of professionally designed graphics and diagrams. By leveraging SmartArt, you can easily create visually appealing and polished organization charts without the need for advanced design skills.

Access SmartArt: To access SmartArt, select the “Insert” tab and click the “SmartArt” button. A gallery of SmartArt graphics will appear. Select the “Organization Chart” category to view the available organization chart templates.

Choose a template: Browse through the available templates and select the one that best suits your needs. Each template offers a different layout and design, so you can choose the one that aligns with your desired visual style.

Customize the chart: Once you have selected a template, you can customize it to fit your specific requirements. You can add or remove employee boxes, change the layout, and modify the colors and fonts. SmartArt provides a range of customization options, allowing you to create a truly unique and personalized organization chart.

By taking advantage of the built-in SmartArt features, you can create professional-looking organization charts that effectively communicate your organizational structure and relationships.

Enhance collaboration by sharing editable charts with colleagues.

The Organization Chart template in Excel 2010 promotes collaboration by allowing you to share editable charts with your colleagues. This enables multiple users to work on the same chart simultaneously, making it easy to gather feedback, incorporate suggestions, and make changes as needed.

Share the chart: To share your organization chart with colleagues, click the “File” tab and select “Share.” In the “Share” pane, enter the email addresses of the people you want to share the chart with. You can also specify whether they can edit the chart or only view it.

Collaborate on the chart: Once you have shared the chart, your colleagues can open it and make edits. Changes made by one user will be automatically reflected in the chart for all other users. This allows for real-time collaboration and ensures that everyone is working on the most up-to-date version of the chart.

Track changes: Excel 2010 allows you to track changes made to the chart, making it easy to see who made what changes and when. This can be useful for auditing purposes or for resolving any conflicts that may arise during the collaboration process.

By sharing editable charts with colleagues, you can foster a collaborative environment and ensure that everyone is involved in the process of creating and maintaining accurate and up-to-date organization charts.

Utilize the template as a starting point for creating custom organization charts.

While the Organization Chart template in Excel 2010 provides a solid foundation for creating organization charts, it is also fully customizable to meet your specific needs and preferences. You can use the template as a starting point and modify it to create truly unique and personalized organization charts.

Modify the layout: The template offers a range of layout options, but you can further customize the layout to suit your specific requirements. You can add or remove levels, change the direction of the chart, and adjust the spacing between boxes.

Add custom graphics: To enhance the visual appeal of your chart, you can add custom graphics, such as company logos, department icons, or employee photos. This can help to make your chart more visually engaging and memorable.

Incorporate additional data: The template allows you to include basic employee information, but you can add additional data to provide a more comprehensive view of your organization. For example, you can include employee contact information, job descriptions, or performance ratings.

By utilizing the Organization Chart template as a starting point and customizing it to your specific needs, you can create truly unique and effective organization charts that meet the unique requirements of your organization.

FAQ

Question 1: How do I create an organization chart in Microsoft Office 2010?
Answer: To create an organization chart in Microsoft Office 2010, open a new Word document and go to the “Insert” tab. In the “Illustrations” group, click on “SmartArt.” In the SmartArt Graphic Gallery, select the “Hierarchy” category and choose one of the organization chart

Tips

Here are a few tips to help you create effective organization charts using the Organization Chart template in Excel 2010:

1. Keep it simple: Avoid cluttering your chart with too much information. Focus on including only the essential details, such as employee names, titles, and reporting relationships.

2. Use a consistent style: Maintain a consistent style throughout your chart by using the same fonts, colors, and formatting for all elements. This will give your chart a professional and polished look.

3. Pay attention to layout: The layout of your chart is important for readability and visual appeal. Experiment with different layouts to find one that best suits your needs.

4. Update regularly: Keep your organization chart up-to-date by making changes as needed. This will ensure that your chart always reflects the current structure of your organization.

By following these tips, you can create clear, concise, and visually appealing organization charts that effectively communicate the structure and relationships within your organization.

In conclusion, the Organization Chart template in Excel 2010 is a valuable tool for creating professional-looking organization charts. By utilizing the features and tips discussed in this article, you can create effective charts that meet the unique needs of your organization.

Conclusion

The Organization Chart template in Excel 2010 is a versatile and powerful tool for creating professional-looking organization charts. By leveraging its intuitive interface, customizable features, and built-in SmartArt graphics, you can easily visualize and communicate the structure and relationships within your organization.

Throughout this article, we have explored the key features of the template, including its ability to:

• Create visually appealing organization charts
• Effortlessly add, remove, and rearrange employees
• Customize the chart layout and styles
• Add employee information, such as names, titles, and contact details
• Link to external data sources for automatic updates
• Export the chart in various formats for sharing and presentation
• Take advantage of built-in SmartArt features
• Enhance collaboration by sharing editable charts
• Utilize the template as a starting point for creating custom organization charts

By utilizing the Organization Chart template and following the tips outlined in this article, you can create clear, concise, and visually appealing organization charts that effectively communicate the structure and relationships within your organization.

Whether you are a small business owner, a human resources professional, or an organizational consultant, the Organization Chart template in Excel 2010 is an invaluable tool for creating professional-looking and informative organization charts.