Create an Org Chart

With a walkthrough

The guided walkthrough will take you through the steps required to create an org chart and provide an overview of how key functions work, including navigating, customising and interacting with your chart. Through this walkthrough a demo table (with demo data) and chart will be created, providing a great way to experiment freely with the add-in and trial the different ways of interacting with your chart.

Launch the walkthrough from the home page (if you have not configured a chart) or at any time from the help page.

With suggested configuration

Found on the home page (if you have not configured a chart) and the setting page, creating a chart with the 'Suggested Configuration' function is the quickest and easiest way to get started.

  1. Found on the home page (if you have not configured a chart) and the setting page, creating a chart with the 'Suggested Configuration' function is the quickest and easiest way to get started.
    • A Primary Key: A unique identifier for each employee, such as an email address or employee ID.
    • A Manager Field: The column that indicated who each person reports to.
  2. Based on the content of you table, fields to be displayed inside your chart boxes will be selcted (This can be changed at a later date from the settings page).
  3. Simply click 'Apply These Settings' to build your org chart.

From the settings page

To manually set up your org chart, navigate to the settings page.

  1. Select the table from your worksheet you wish to build your chart from.
  2. Select a Primary Key (A unique identifier for each employee) and a Manager Field (The column that indicated who each person reports to).

    3. These fields must be different columns, but the same type, for example both email addresses, or both numbers.

  3. Choose which data fields you would like to be show in each chart box, reorder using drag-and-drop to control the layout. Optionally style your chosen fields, and set the default background color for all chart boxes (this can be overwritten by apply background color to a chosen cell in your table).

  4. Click 'View Chart' in the navigation bar to see your fully customised org chart.

Quickstart options

Use the 'Insert Blank Table' to create a basic data table with predesigned columns, ready for you to enter your employee data.

Then either:

  • Use the 'Suggested Configuration' function to automatically create your chart, or
  • Navigate to the Settings Page to set up your chart manually.

Sharing your chart

Once you have created your org chart, you can easily share it with others by:

  • Embedding it into your Excel worksheet using the 'Add to Worksheet' button found in the chart toolbar.
  • Exporting your chart as a .png, making it easy to use in presentations, documents or sharing in Microsoft Teams.