When you’re starting a new business, it’s important to have a clear and organized plan for how everything will work. This is especially true if you’re starting from scratch, as there are likely going to be a lot of changes and adjustments that need to be made. One way to make sure that everything is running smoothly is to create an organizational chart with Excel data. This will help you track all the different aspects of your business, and it will also make it easier to communicate with your team. To create an Excel organizational chart, start by creating a new spreadsheet. Name the spreadsheet something like “Organization Chart 1.” Next, add all the different pieces of information that you’ll need for your chart: your business name, its address, its phone number, and all the different departments that it contains. Next, add all the data for each department in your chart. You can use any type of data (ie., numbers, tables, etc.), but it’s important that you keep things as organized as possible so that everyone can see what they need to focus on when working on their own department’s chart. Finally, add any other information that you’ll need for yourchart: dates and times for events (ie., customer arrivals or departures), company values (ie., customer satisfaction rates), or anything else that you think might be helpful in understanding how everything is working together. Once everything has been added into the spreadsheet, click on “Create Chart.” You’ll now see a new sheet with all of the data in your chart!
Building an organizational chart in Excel makes sense because it’s easy to pull data from sources like other Excel documents or Outlook. When it comes time to show off that chart, you’ll probably want to use PowerPoint, though. Fortunately, bringing the Excel chart over to PowerPoint is fairly simple.
Creating the Organizational Chart in Excel
First, open a new Excel sheet. Head over to the “Insert” tab and select the “SmartArt” option.
The “Choose a SmartArt Graphic” window will appear. In the pane on the left-hand side, select “Hierarchy.” You’ll see several different chart styles appear on the right. Choose the one that suits your needs best. In this example, we’ll choose the “Name and Title Organizational Chart” option.
After you select your chart style, a preview of the chart and the chart’s description will appear on the right-hand side of the window. Select “OK” when you’re ready.
Your chart will now appear in the Excel sheet. Fill out the relevant information for your team members in the chart (or pull the data from other sources). Once you’re finished, you should have something that looks like this.
Our chart includes team members and their respective positions. Double-check to make sure the information is correct, save the Excel file, then exit out.
Inserting Your Organizational Chart in PowerPoint
Now it’s time to work in PowerPoint. Open up your presentation and move to the slide where you want the organizational chart. Go to the “Insert” tab and select “Object.”
The “Insert Object” window will appear. Here, choose the “Create from file” option and select “Browse.”
Go to the location of the Excel file containing the organizational chart, select it, and then click “OK.”
Make sure the file path is correct and then click “OK.”
Your organizational chart from Excel now appears in your PowerPoint presentation! If you need to edit any of the content inside the chart, it’s as simple as double-clicking the chart and editing the content. You’ll have full access to Excel tools when you do.
Merging the cells in the background may also be a good idea, as they can be quite distracting. To do so, double click the chart and then select all of the cells that appear.
O the “Home” tab, select “Merge & Center.”
Now you’ll have a nice, clean organizational chart in your PowerPoint presentation. Good luck!
