Creating an Org Chart from Excel in OneDrive

Easily build an dynamic Org Chart from your pre-existing data. Quickly visualize your company’s structure from an Excel spreadsheet stored in OneDrive.

1. Grant permission for TeamOrgChart to access the Excel documents on your OneDrive.

2. Search for and select the desired Excel Spreadsheet.

3. Configure your essential columns. ID and Parent Key columns form the basis for creating the hierarchy.

Read more about this in our Onboarding Guide.

4. Click Create from button.

5. TeamOrgChart will then build your Org Chart from your data.

Note:

TeamOrgChart will automatically synchronise to any changes you make on your selected Excel Spreadsheet.