Calculating Team Budgets with Excel

Using OrgCharts for Excel simplifies what would otherwise be challenging manual filtering, providing rapid insights into team budgets at every level of your organizational hierarchy.

Note: For this guide, we use the spreadsheetSimpleBudgetOrgChartTemplate.xlsx, which you can download.

Install OrgCharts for Excel

OrgCharts for Excel is a Microsoft Office Add-In for Excel, enabling you to create and share organization charts effortlessly.

Installation should be automatic and quick.

Using OrgChart for Excel to Filter Your Table

1. Prepare your data table. Ensure your Excel table includes clear columns for employee identifiers (such as Email), manager identifiers (such as ManagerEmail), and financial information like Base Salary and Training Budget.
2. Calculate finance totals using Excel table totals. Activate Excel's built-in Table Totals feature to immediately calculate and summarize financial metrics like total Base Salary or Training Budget for the selected team. Select your table in Excel, then choose Table Design from the top menu and ensure you check Total Row from the list of options. This is a powerful Excel feature, and when used with filters, it allows you to quickly view totals for sections of your team. However, Excel works on tables, not hierarchies, making it difficult to filter the table down to a specific branch of the organizational structure.
3. Open OrgCharts for Excel and select your data. On the Excel Home ribbon, launch the OrgCharts for Excel Add-In. Use the Suggest Configuration wizard to select your data table. This allows you to quickly visualize your employee data as an organization chart.
4. Automatically filter data by org chart view. Enable the Filter Table to Chart option from the OrgCharts for Excel toolbar. This automatically filters your Excel data to include only employees visible in the current chart view.
5. Navigate to the relevant organization location. Use the interactive organization chart to explore teams or departments. The Excel table will be automatically filtered to show only the people visible in the current org chart view. Excel will display the totals for that portion of the org chart. Use the Show Level and Hide Level controls on the toolbar to further restrict or expand the visible portion of the chart.