How to Create an Organizational Chart Linked to Data in Excel (Easy & Dynamic)
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- Опубликовано: 2 июл 2024
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Creating an organization chart in Excel has never been easier! The best part is it's dynamic because it's linked to cells.
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Organizational Charts (Org Charts) or Organigrams are used in companies to graphically show the internal structure of the organization. The employees are usually represented by boxes and the chart also shows the relation of the positions to another. This is a great way to visualize an organization.
Very often these Org Charts are created by using Excel Smart Art or Excel Shapes. But this is not a dynamic solution. Every time anything changes, the chart has to be manually updated. This is very time consuming and error prone. In this video I'll show you an easier and dynamic alternative using Excel and a free Visio add-in from in Office 365 (no Visio subscription is required). With this, we can create automatically create an organization chart from employee data. The org Chart will be dynamic too, because it will be linked to cell values.
The basis for the organizational chart is an Excel table containing the required information like departments, employee names, employee IDs, job titles, who the position is reporting to, and so on. The organization chart is created by using the Microsoft Visio Data Visualizer add-in which is a free tool in Office 365.
After selecting the chart type in the Visio Data Visualizer it creates a draft org chart and a connected Excel data template. All we have to do is to bring over the actual organizational information into this data template. Then hit Refresh in the chart area and the organization chart is automatically updated.
Every time there is a change in the organization just update the data table and hit Refresh. The changes will be automatically reflected in the chart. The tool even includes a data checker that will inform you about data inconsistencies like empty or duplicate cell information.
In addition to organization charts the Visio Data Visualizer can also create different diagrams like Basic Flowcharts or Cross-Functional Flowcharts. This way, process steps and the required process flow can be visualized based on Excel data.
The final Organizational Chart can easily be printed or saved as PDF. In the chart area just click on More Options and select Open in Web. From there you can directly send the chart to the printer or Download as PDF.
Please note that in order to edit the appearance of the diagram in the Visio Data Visualizer you need to have an Office 365 subscription with a license for Visio.
The Microsoft Visio team was very kind to provide an email address to contact if you run into issues with the add-in. Send an email describing your problem to: tellvisio@microsoft.com
Timestamps:
00:00 Organization Chart in Excel
01:39 Install Microsoft Visio Data Visualizer Add-in
02:25 Create Organizational Chart with Automatic Refresh
06:40 Create a Flow Chart in Excel
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Grab the file I used in the video from here 👉 pages.xelplus.com/dynamic-org-charts-file
This is long overdue functionality from Microsoft, and thank you for the excellent tutorial. I had already discovered the CFF templates in my company's Office suite but I did not know that org charts and flow charts could be constructed too, nor how to start from the Add-Ins method, so thank you for the presentation.
I never cease to be surprised by how many things I don't know with Excel that you bring to light. Thank you so much!
It is a savior for me and people who DO NOT like making manual org charts in PPT or Excel - Free add-in makes it 0 cost without procuring expensive visio license. Thanks Leila!
One of the best Excel Teacher...
And sexiest.
You've absolutely changed my life, video by video. I'm a big fan of Excel but never realised the full extent of its functionalities. Thank you so much
My pleasure Johannes. That's the great thing about Excel. Always something new to learn :)
Love this 🤩 didn’t know that I could access Visio from Excel. I have been using and teaching Visio for more than 18 years, and I love it 👍
That's great Heidi. Glad you found something new.
Im a newly appointed Manager and I am so thankful for all your tutorials. Great help!
This is Awesome! I love your approach as to how you break things down. It's concise and easy to understand. No headaches - lol. Thanks, Leila. You're the Best!
Thank you for the kind feedback Sidney!
Thanks for the very cool add-in, Teammate!!!
You're very welcome Teammate Mike :)
What should I do for adding photos?
Your insights into every subject / presentation are simply unbelievable. Thanks Leila
Wow, thank you!
I have been struggling with our new org chart and this just made my job 100 times easier. Thank you!
Wow, this is great. Org charts are so tedious changing. Now just make changes and click refresh.
When it's Leila's video upload, you click 'like' first then watch the video, that's a law because the content is not going to disappoint you at all. Great job Leila! 👏
can't agree more
Haha, exactly what I did! :)
Thank you for the trust :)
Yup … very true …
Same thing here.
I've been having a hard time creating flowcharts for our process and it's still not completed up until now. This is a lifesaver! I would definitely more productive because of this! :) Thank you so much Leila!
Glad it was helpful Jimmy!
You’re such an amazing teacher, thank you for sharing your expertise!
_OMG! I just made an org chart earlier today at work. But this is very useful in my work in the laboratory (hospital). And we are all using Office 365 at work. Finally, no need to do manual changes in org charts. Thank you so much, Leila. You're the best!_
That's great. I hope it will make it easier maintaining your org chart.
Office 365 rocks! Thanks for sharing this impressive trick to create organisation chart, Leila!
I have been following Leila for a very long time and I’ve recommended her for a lot of my friends too.
The Microsoft Visio team was very kind to provide an email address to contact if you run into issues with the add-in. Send an email describing your problem to: tellvisio@microsoft.com
Thanks Leila, will contact them
Thank you!
aside from office workers could be good for family tree data
Thanks for the reply. How should I post my excel related queries to you which are not related to this video?
Hi Leila, my discount code G50 is not working on simpleslides.co and it returns "Not Applicable for you cart"...I am looking for 50% discount slab 1 or slab2
I need to always come to this channel first. It always has the best answers.
I would never have known this without you. Thanks.
Love it Leila! I had suffered from making and updating org chart in excel few years ago.
Don’t know why big corporation that I know still using excel 2013! Uses different adds-in such as smart-view which runs into a problem often times.
The way you explain things is effortless and clear 😍😍
Leila Gharani !! You made my day :-) I was having a terrible day then I learn't something useful and new from you.
You brought a smile on my face today.
Great video. Lot of things learnt in creating OCs and FCs so easily. Many thanks for your hardwork in creating this.
Excited?? I'm ECSTATIC!! Thanks a lot! This just revived a project that was dead for more than a year!
That's great to hear!
Thank you very much! Definitely there is a lot of new stuffs to look sharp at work.
You are an angel for the excel users.. So much to learn every time. Keep the good work going.
Thank you for the kind words Mustafa.
This is insane! Forget about office hierarchies, this is awesome for studying!
Thank you. Excellent! As usual, you have kept us updated on new and exciting Excel features. This is the easiest Org Chart App I have ever used.
Glad it was helpful!
This is awesome, thank you. I was looking for something exactly like this.
Thank you so much Ms. Leila it's really handy and easy to use.
Thank Leila. Your videos are extremely helpful.
@leilaGharani you're my MS Office whisperer!! Such a life saver you!! 👍👍 I have a presentation at 2pm and I managed to create one just 20 minutes into my lunch! haha...Thank you so much and God bless you!
Wonderful!
Amazing! Love this so much! Thank you for sharing.
My pleasure Claire. Glad you like it.
Very cool add-in. Thanks Leila!
Excellent resource! Thanks for sharing this and so many other tips and tricks on your videos. Keep up the great work and content!
My pleasure Eduard. Glad you find the content useful.
Very cool feature. Liked the video about add ins. I'd love to see more!
Thank you Leila, now I can make standard operating procedure (according to SOP document regulations in Indonesia) automatically with Excel (Cross Functional Flowcharts). 😍😍
You have. Literally Every and All wishes one could possibly want....
Leila , your videos are amazing, clean and pretty. Thank you.
Thank you for the kind feedback Conrado.
This is what o was looking for since along time.....Thanks!!
very concise and easy to understand. great video!
Leila! Wow! Thank you so much for this. This will save me soooo much time. Amazing new tip/feature.
My pleasure. Glad it's helpful.
WOW!! That's really interesting !! Using Visio Addin.... I never knew this until I came here😉
Brilliant! Just brilliant! And so simple!
I love Leila! Awesome tutorial! Time saving!
OMG! I took lots of time to do it using a other software, and this is so fast and easy. Thanks a bunch!
Always learning in a new way of style. Thanks a lot, @Leila.
You're an angel, Leila! Thanks for this! 🙂
My pleasure 😇
Thank you a ton, Leila!
Awesome, this is what I was looking for
Wow Leila! Spot on! Thanks again. It would be amazing if Visio includes an org chart design where you could insert staff pictures :). Have a well deserved lovely weekend!
VISIO does have a template to put in pictures. In fact I'm trying to find a VISIO org chart template that doesn't have the photo space LOL.
You're such a boss! Thanks again for being amazing!
Thank you Leila, the last diagram is also called a "swim lane diagram". I also like the add in : (Calendar) date picker.
Thanks so much Leila. You are amazing!!!
Thank you Leila Maam for wonderful sessions. This video cleared one of my biggest headache. I have Visio Plan 2 subscription but was unable to produce the diagram in compact size. Got energized from this video and tried an alternative. It worked well. I owe to you for your wonderful sessions.
Glad it was helpful!
omg you are a breath of fresh air, thank you Leila for this...this is very useful
Great Video - very useful. Thank you Leila!
Great tutorial. Very useful feature that I needed for work. Topnotch content. Many thanks!!
LOL, you peaked my interest until Add In. :D My organization is still stuck on 2013. Guess I will bookmark for now. Great stuff as always.
Very nice tutorial, it helped me a lot. Thank you!
Very useful - and easy to implement. Thanks
Awesome Add-Ins. Great video as ever (Every day is a school day...)
That was awesome!!!👍👍Thank you!
Best! Thank you
Thanks Leila Guru, this method was very impressive way to build the organization chart. Thank you very much...
Glad you like the chart. It's really much easier to maintain this way.
Another video to save in my Excel Playlist. 😍
Thanks a lot. 👍🏻👍🏻👍🏻
My pleasure. Thanks for the thumbs up :)
Good job Leila! Thank you for this
Nice! I've had to do this before with Excel and then exporting into Visio and it wasn't so bad. Now I don't have the Visio license anymore and the add-in is a gem!
It really can be a time saver :)
Thank you so very much. Goodbye to SmartArt, welcome Visio Add-In.
Very cool - thanks for your excellent explanations as well!👏
My pleasure. Glad you like it.
This channel never fail to impress 👏🏼👏🏼
Thank you for your kind comment :)
thanks a lot Leila. your video is super helpful.
please keep up ur great works
Saved to my favorites. Wow!
Leila, I would like to say how clear your voice is in this video. I have a degree of hearing impairment and so I sometimes have trouble with some videos, but this is absolutely crystal! It is so easy to listen, thanks for the great content as well, very useful information about using Visio add-in, really helpful to me. Well done! Thanks.
That's great Dave. We worked a lot on the audio quality over the years. I'm glad it paid off.
That's a great Add-in for Excel
Awesome video! Thank you very much.
Thanks, Leila, it was indeed useful for me from an organization chart perspective.
Glad it was helpful!
@@LeilaGharani Is there any way to copy that dynamic chart? I tried but I couldn't find any know to copy it and paste it into PowerPoint. Finally, I took the screenshot and pasted it in the PowerPoint.
Cool… very useful. Thanks so much!
Mind blowing stuff. Thanks as always Leila
Thank you... you are the best teacher
HI Leila thank you again for the excellent tutorial very helpfull
THANK YOU, this is a true time saver :D
Fantastic How to Video Very helpful for my growing, global organization.
Great to hear!
Good Lord i didnt know theres this feature. Thanks a lot! youre the Excel Guru :) Your tutorials helped me a lot.
Glad to hear that!
I used trial 30 day version of MindManager 2020 which is nice software (>400USD) and they improved by adding Excel Data Mapper which is map linked to excel data dynamically. After your video, I am happy to find free version similar function within office 365 subs. Thank You Leila, I liked it.
Thanks Leila .. using this excel is more efficient than visio itself ..
Thank you! Love this! Success!
That's great Brigette :)
Genius! Thank you.
i love your class, its perfect
Very good and important information. Thanks a lot.
Thanks Leila, another great video...
Very imformative..I have learned so much in your videos..Thanks😄
God bless you
Great video, thank you!
Leila, you are AWESOME!!!! 👍🏻👍🏻👍🏻👍🏻
Thank you! 😃
Love this 👍🏼
Great video. Many thanks.
really helpful. Thank you!