Using Quick Create to Make an Org Chart in Excel

The Configuration Suggestions feature of OrgCharts for Excel makes configuring your organization chart quick and simple.

With OrgCharts for Excel, you can easily create an org chart from Excel data, customize it, and share the org chart directly from your Excel spreadsheet.

Installing the OrgCharts for Excel Add-In

Before creating your org chart, you'll need to install OrgCharts for Excel. There are two easy methods, and installation should take only a few moments.

  • Visit Microsoft AppSource, click the Get it Now button, and Microsoft will guide you through the installation.
  • You can also install OrgCharts for Excel directly within Excel.
    1. On the Home ribbon, click the Add-ins button.
    2. Search for OrgCharts for Excel in the search bar.
    3. Click Add and follow the prompts to complete the installation.

Creating an Org Chart

With the Suggest Configuration feature in OrgCharts for Excel, you can quickly generate org charts from Excel tables.

  1. OrgCharts for Excel reads Excel Tables to create your org chart. Your table requires:
    • An ID column: A unique identifier for each employee, such as an email or employee ID.
    • A Manager column: Indicates who each employee reports to.

    Note: The column types must match. For instance, if you use email addresses for the IDs, then the manager colummn must also contain email addresses.

    For this guide, we use the spreadsheet SimpleOrgChartTemplate.xlsx, which you can download.

  2. In the Suggest Configuration wizard, select the table containing your organization data. In SimpleOrgChartTemplate.xlsx, the table is named OrgChartTable.
  3. OrgCharts for Excel analyzes your table and recommends columns to use as the ID, Manager Column, and other fields to display.
  4. Click Apply these settings to finalize your chart configuration.
  5. If OrgCharts for Excel correctly identified your columns, the configuration is complete. To adjust these settings manually, visit the Settings page.