How To Create a 1 Click Organizational Chart In Excel [Masterclass + Free Download]
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- Опубликовано: 28 июл 2024
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In this week’s training, I will show you how to create your own organizational chart in just 1 click.
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TIMESTAMPS:
0:00 - Introduction
0:40 - Overview
10:14 - Select Style
18:52 - Get Organizational Levels
30:07 - Create Chart
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I help Microsoft Excel enthusiasts turn their passion into profits so they can earn passive income using their skills without having to trade time for money.
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Randy Austin
#OrganizationalChart #TeamStructure #VisualRepresentation #OneClick
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An important, but time consuming, task efficiently and elegantly reduced to one click! Amazing Randy! Thanks so much!
Thanks so much Craig. I appreciate your words and consistent support throughout the years.
I was looking for something like this about 2 years ago. Thank you. This is going to be awesome.
Thank you very much. I am sure you will enjoy the training.
This is really really awesome, Sir. You and every single one of your work are truly amazing.
Thank you very much Bonnie, I really appreciate that.
What a clear and logical way of thinking... Excel and VBA is honored to be at this level of programming...Such achievement is possible in C++ or Java but its Elegant with VBA.
Thank you so very much, I really appreciate that. Glad you enjoyed the training.
Wow. Thanks Randy for this beautiful video.
For sure, you are very welcome Syed
This is absolutely amazing advice 💞💞
Thank you for your Likes, Shares & Comments. It really helps Juwel
Thank you a lot Really looking forward to watching more of your videos
Awesome, thank you very much Hamed
Fantastic, always wanted one of these
Thank you so very much, I really appreciate that Richard
This is absolutely amazing advice
Thank you so very much, I really appreciate that Mahabub
This is great. I was waiting this video.
Great Ashok, I am glad I can help.
Every time I watch one of Randy's vids I'm just amazed.
Thank you so very much, I really appreciate that Dr. John. :)
cool video it helped out a ton with starting out and composing my first soft
Great to hear and thanks so much Adsgu. Thank you for your Likes, Shares & Comments. It really helps.
Beautiful, waiting patiently
Thanks so much Shamiel
Very intrigued by this one Randy.
Thanks so much Ben. I am sure you will enjoy it.
Absolutely amazing ❤️❤️❤️
Thank you so very much, I really appreciate that Mehedi
You're blessed with the gift of Tutorialism!
Thank you very much. So nice of you Hassan
THIS TUTORIAL REALLY WORKS I AM FROM PHILIPPINES! THIS MAN DESERVES A SUBSCRIPTION!
Thank you so very much, I really appreciate that Kamal
My dad wanted me to build our family tree. Lucky I find this video, it is very helpful.
Thanks
Glad it was helpful and thanks so much :)
Thank You so much sir. Your all videos are amezing.
For sure, you are very welcome and happy to help/.
It's working thanks my friend
You are very welcome and I am happy to help Kiran
Amazing advice
Thank you so very much, I really appreciate that mim
This is a absolutely sweet video
Thank you so very much, I really appreciate that Kamal
I would love to try this out, it looks first class.
Hi Stephen, thank you so very much, I really appreciate that. You can download this file using the links in the description under the word DOWNLOAD. I hope this helps and thanks.
Awesome Video and Chart. I would like my Hierarchy to go Vertical instead of Horizontal. Any help would be greatly appreciated.
HI and thanks you can increment the Left position instead of the top position. I hope this helps and thanks so much.
You are amazing.
Thank you so very much, I really appreciate that Kapoor
I think It will be awesome.
Thanks so much :)
Beautiful
Thank you so very much, I really appreciate that.
Very nice video very helpful
For sure, you are very welcome and happy to help
Its a amazing work Mr. Randy
But when level 2 is more then 4 and and level 3 if its 3 each then the line and shape os over lap
Is there anything i can do to prevent it from overlapping
HI Abdul thanks very much. You can switch the sorting order so that they are sorted based on staff. This should help the overlap. I hope this helps and thanks so much.
عمل رائع جدا.... ممكن في الأعمال القادمة انك تقسم الفيديو الى أجزاء حتى يكون هناك تشويق وتركيز أكثر شكرا 🌹 لك متابع من 🇩🇿
Thanks for your comments and idea عبدالسلام بن عباس . It really helps.
nice work
Thank you so very much, I really appreciate that.
THANKS SIR
For sure, you are very welcome. Happy to help and share.
Hi! Thank you so much!
Would it be possible to make more than one chart in the same Excel file, using data from different sheets?
Hi and yes, I have that coming up this Tuesday in my Mini Accounting Application you can find here: ruclips.net/video/itHilzsUHck/видео.html
I hope this helps and thanks so much.
@@ExcelForFreelancers Great! I'm waiting for the video! Thank you
thank you very much
How do I change 'Remaining Column Add additonal rows (Vertical Org Chart)
Hi and thanks, this requires modified code, formulas and functions so it would be difficult to answer that in a comment however, if you run into any issues, feel free to post your issue in our Excel For Freelancers Facebook Group here: bit.ly/groupexcel
We have 50,000 Members who would love to help you with this. Thanks so much.
I hope this helps and thanks so much.
Thanks
Thank you so very much, I really appreciate that.
Amazing
Thanks so very much Ray :)
Good video. It would be good to see an example where one person has two or more supervisors.
Hi Kara, thanks so much. I will try to work that solution into an upcoming video.
Much appreciated
Thanks for this Randy.... Just have a query, how to make the one alike without VBA
HI and thanks so much for your comment. I am not sure this is available without VBA. I hope this helps and thanks so much.
Very nice❤️❤️
Thank you for your Likes, Shares & Comments. It really helps Rofiqul
ground in just 17 minutes, amazing.
Thank you for your Likes, Shares & Comments. It really helps Mina
Nice video good video.
Thank you so very much, I really appreciate that Akter
Awesome
Thank you so very much, I really appreciate that.
very nice
Thank you for your Likes, Shares & Comments. It really helps Joy
So Good🥳🤩😍🥰👍👍👍
Thank you so very much, I really appreciate that
Very nice
Thank you for your Likes, Shares & Comments. It really helps Ahmed
You are an amazing person and thank you. Let's do tNice tutorials!
Thank you so very much, I really appreciate that Imran
Hi Randy. This is awesome. My pictures seem to be stretched. What pixel size (width/height) were your images please
Hi Rick, make sure your pictures are square with the same width and height. That should work. Thanks again.
@@ExcelForFreelancers Thank you
thanks, i will do my best to have patience for tNice tutorials because i normally don't have much, i wish there were chapters here so i could skip
Hi and thanks so much, we are in the process of adding timestamps to all of our videos. Thank you for your Likes, Shares & Comments. It really helps.
As you finish your scope this is can be used to create a flow diagram. Just a thought. Hmmmmm! 🤔
Yes certainly. If you tie relationships into your database, you can then automate & visualize those relationships with shapes & connectors.
It would not be a huge leap to create an 'Automated Process Flow' Based on those relationships. Hmmm. Always making me think. I am writing down this idea and I am going to steal it from you :) But then of course i will show you how for free. :)
This gets a serious upvote from me. 😊
@@ExcelForFreelancers🇲🇭 q😆😚
@@ExcelForFreelancers Hello, Randy! Great video as always! When is Flowchart macro-based coming out?
Nice vidoe
Thank you for your Likes, Shares & Comments. It really helps.
I am trying to add an additional line under Employee Name and Position. I added the column on the Staff List table, and in the macros I edited the table from column H to I. The Column is named Course and I added Course as Sting, on the top, and added it in the .GroupItems (& vbCrLf & Course). The macro will now add a line to all of the employee's name boxes, but only the first row wording will populate in the Org Chart. Do you know what I am missing?
Hi Jennifer, Thanks for your comment. It would be difficult for us to help unless we see the specific bug you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 50,000 Members who would love to help you with this. Thanks so much.
Nice Video
Thank you for your Likes, Shares & Comments. It really helps.
Great stuff, and i have question on how to modify the VBA to keep level 3 employees under two bosses on level 2 . ( Level 3 reporting to two persons at level 2 on the same hierarchies ) ??
Hi Nasser, thanks for your comment. the current template only handles a single supervisor, however feel free to download the workbook and customize it however you like.
I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
I hope this helps and thanks so much.
Nice video
Thank you so very much, I really appreciate that.
Sir the video is very helpful for us. Sir can you tell me if my data is big and in 3rd level i have 30 employees and I want to connect all the employees with one supervisor but one below the other not horizontally but vertically then how to do that please suggest?
You give such valuable information thankyou so much.
Hi and thanks very much. You can set a limit to a single row, such as 10, so then when that limit is reached, the top position of the shape will increase. I hope this helps and thanks so much.
Hi Randy, Thank you for your email, but I'm allready follower from you
Thanks Khaled, great to have you here ;)
Sir please make one video of searchable drop-down list with advance features by vba
Hi and thanks, i do have an auto-complete training here: ruclips.net/video/PVEzHbdHf1Y/видео.html and here: ruclips.net/video/5UTLbi4W9aw/видео.html
I hope this helps and thanks so much.
Good video
Thanks for the visit. I really appreciate that Runel
Fantastique, Amazing, incroyable you are just the best !
Thanks so very much. I do appreciate that Guillaume,
Good Videos
Thanks so much Moriom. Thank you for your Likes, Shares & Comments. It really helps.
Nice
Thanks very much
good video
Thank you so very much, I really appreciate that.
Hello Sir,
This is really helpful video...🙏just wanna ask a questions can we do it with smartArt graphics in vba?
Hi and thanks very much. There are some aspects that can be done. Have you tried to record SmartArt actions within a macro. Recording a macro is always the first step to learning what Excel VBA is capable of. I hope this helps and thanks so much.
Thank you so much, I'll definitely try this..👍
Super
Thank you so very much, I really appreciate that.
nice video
Thanks so much :)
Sir
Good program.
Can you pl video on creating family tree
Thanks so much, yes i will do my best to create that in the near future.
Thanks dude
For sure, you are very welcome
Good
Thank you for your Likes, Shares & Comments. It really helps Homayon
I have a excel database that I collect multiple COVID data on separate sheets from various departments. Is it possible to create a form to update multiple sheets in one location?
Hi yes certainly it is possible. You can use VBA to update multiple sheets. If you need help with this please request some help within our Excel For Freelancers Facebook Group here: bit.ly/groupexcel
We have 40,000 Members who would love to help you with this. Thanks so much.
Nice vido
Thank you so very much, I really appreciate that.
Nice vidio❤️❤️❤️❤️❤️❤️❤️😃😃😃😃😃
Thank you so very much, I really appreciate that.
good
Thank you so very much, I really appreciate that Munna
Nice.vido
Thank you so very much, I really appreciate that Iqbal
Fine
Thank you so very much, I really appreciate that Jamal
Sir can you make course on Microsoft database
Hi and thanks for your suggestion. I will add it to my list of possible videos. Thanks again.
Please show us cable tv & cable broadband customer billing system plz plz plz
Hi and thanks for your comment. That is a very specific and niche project. Please feel free to request this as a PAID JOB in our Excel For Freelancers Facebook Group here: bit.ly/groupexcel
We have 40,000 Members who would love to help you with this. Thanks so much.
God video
Thank you so very much, I really appreciate that Kabir
I need to know how to add the pic for each one, after i add the location and the pic and run the defult pic didn't change
Hi and thanks make sure the pathway is correct for each picture, then step through the code using F8.
I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
Love it! So at 36:48, how can the PicFile ever be empty with a concatenated string (i.e. “\”)? I ended up prompting the user with a “filepicker” in the event PicFile returned “\”.
Got back on track and I’m good to go!
Great, so glad you were able to get that issue resolved. Thank you for your Likes, Shares & Comments. It really helps.
@@ExcelForFreelancers You're magic and I can't thank you enough.
Thanks so much
do you have a version that uses dashes to connect the persons
Hi Rj, you aer welcome to download this and customize it however you like, including adding the dashes of course. :)
hi Randy, what i have to do to look like thw photo i sent you in the email?
HI and thanks i answered your email so please refer to that. Thanks so much.
I have a excel database that I collect multiple COVID data on separate sheets from various departments. Is it possible to create a form to update multiple sheets in one
1
Hi Azad, thanks so much. Yes certainly that is possible. I have a multi-part training on an Import Manager that will help you here:
ruclips.net/video/Xgu8c40VTDU/видео.html
I hope this helps and thanks so much.
I try to add coloum (i) "Department" and change coding but still not working to add Department in Shape Staff Description
Hi , Thanks for your comment. It would be difficult for us to help unless we see the specific bug you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 60,000 Members who would love to help you with this. Thanks so much.
Sir, can I use for Google spreadsheet?
Hi and thanks for your comment. This is only for Excel. Thank you for your Likes, Shares & Comments. It really helps.
is there away to change the style so that it doesn't have a picture at all?
Hi and yes, you can use any default picture if you like. I hope this helps and thanks so much.
goods video
Thank you so very much, I really appreciate that.
Sooo trueeee
Thank you for your Likes, Shares & Comments. It really helps Nezam
Could you kindly drop an example template that you have created already which can be downloaded.
Hi Abdul, you can download this file, or any template I have created for free, using the links in the description under the word DOWNLOAD. I hope this helps and thanks.
I have a paragraph in Excel cell how can we convert particular words in the paragraph as hyper link
Hi and thanks you can convert it to a Word document and use VBA in word to add hyperlinks as needed.
I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
@@ExcelForFreelancers sure. I was in that group already. I will upload my workbook there.
Cool concept, but I've not had much luck when the spans of control are larger and the number of layers is more than 4. Also, is there anything you have built that allows for dotted line (or dual) reporting relationships? It's helpful (necessary) to be able to show on an org chart if someone in my downline organization also has a reporting relationship with someone else who is not inside my organization hierarchy. For example, I have a Finance / Plant Controller sitting inside of a manufacturing facility and they show up as a direct report to the Plant General Manager. However, that Plant Controller also has a dual reporting relationship to the Controller who is in the corporate office and reporting up through the Chief Financial Officer.
Hi and thanks so much for your comment. I do not have anything that specific, and certainly its possible, however the code can get pretty complex at that point. Thank you for your Likes, Shares & Comments. It really helps.
@@ExcelForFreelancers thanks for the response. I do have a working solution in MS Access, it has other limitations, not the least of which is that Access is not as widely used as Excel.
I did purchase your full pack of Excel workbooks and look forward to seeing what other cool apps you have built.
Thank you so very much, I really appreciate that. Yes you are right. Access, of course, was designed to build application, however it is not nearly as widely used as Excel, so people simply prefer to Excel. This particular training, compared to my others, is rather complex when you start to add more conditions and more layers.
A better solution would be maybe slightly more manual, drag and drop type, then a fully automated solution to help keep things organized.
I hope this helps and thanks so much.
Is there any way to remove the picture and just have the text box?
HI and thanks yes sure, feel free to download the template and customize/comment out the lines of code that insert the picturse.
Make sure to watch the entire training video.
I hope this helps and thanks so much.
what i have to do ni soft stuido?
Hi and thanks very much. Feel free to download this and customize it however you like. If you need help with this, I would be happy to refer this out to a qualified developer. Can you please email me all of your specifications in a detailed scope and I can forward it to a developer? Randy@ExcelForFreelancers.com Thanks so much.
If more than 3 people in last level, Its goes narrow and overlapping, help would be greatly appreciated.
Hi and thanks for your comment. You can determine the # of people at that level, and then divide by the space amount of space. This will provide equal distance among those people at that level. You may also want to consider increasing the total space provided.
I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
In cases where number of reportees are more than 3 there should be a style to stack them vertically instead of spreading horizontaly bhav
I am got error when adding more employee details in Stafflist.
.Range("F" & .Range("W" & ResultRow).Value).Value = Level 'Set Level
hi and thanks very much. Check the value of the 'ResultRow' and also check the value of the cell that is in .Range("W" & ResultRow).Value both should be numbers.
I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
how to make it vertical instead of horizontal ?
Hi and thanks you would set a starting left position then increment the left position for every new level, then split the top position based on how many employees were in the same level.
I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
how do i get the organisational chart software, thought it was free?
Hi Clair, you can download this file using the links in the description above with either your email or Facebook Messenger. I hope this helps and thanks.
What is the maximum number of employees for which we can use this to generate an org chart
Hi and thanks for your comment. There really is no limit, however you would want to make sure to allow enough space for the chart.
I hope this helps and thanks so much.
@@ExcelForFreelancers thanks for the reply. Will try and let you know how it turns out to be.
Wheres is the download link for this workbook? Is it free?
HI and thanks, Yes its free. You can find the download in the video description.
I hope this helps and thanks so much.
Im Unable to add the position in my chart while clicking on generator the positions are not visible please help
Hi , Thanks for your comment. It would be difficult for us to help unless we see the specific bug you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 60,000 Members who would love to help you with this. Thanks so much.