How to Create an Organizational Chart from Employee Data

By /

Creating an organizational chart (org chart) helps visualize the hierarchy and structure of your organization. This guide will show you how to create an org chart from employee data using Excel, Google Sheets, and Lucidchart.

Step-by-Step Guide

1. Using Excel

Step 1: Prepare Your Data

Ensure your data is organized in a table format with columns for Employee ID, Employee Name, Employee Position Title, and Manager/Supervisor.

Example Data: Employee ID Employee Name Employee Position Title Manager/Supervisor 1 Employee A Position A Manager X 2 Employee B Position B Manager X 3 Employee C Position C Manager Y 4 Employee D Position D Manager Z 5 Vacant Position E Manager X 6 Employee E Position F Manager X 7 Employee F Position G Manager X 8 Employee G Position H Manager Y 9 Employee H Position I Manager Y

Step 2: Insert a SmartArt Graphic

  1. Open Excel and go to the worksheet containing your data.
  2. Click on the Insert tab.
  3. Select SmartArt from the Illustrations group.
  4. Choose Hierarchy from the list on the left.
  5. Select Organization Chart and click OK.

Step 3: Enter Your Data

  1. Click on the [Text] boxes in the SmartArt graphic and enter the names and positions.
  2. To add more boxes, right-click on an existing box, select Add Shape, and choose the appropriate option (e.g., Add Assistant, Add Subordinate).

Step 4: Customize Your Chart

  1. Use the SmartArt Design tab to change the colors and styles of your org chart.
  2. Save your file once you’re satisfied with the layout and design.

2. Using Google Sheets

Step 1: Prepare Your Data

Make sure your data is in a Google Sheets document with columns for Employee ID, Employee Name, Employee Position Title, and Manager/Supervisor.

Step 2: Use Google Drawings

  1. Open Google Drive, click New > More > Google Drawings.
  2. Use the shape and text box tools to manually create your org chart.

Step 3: Enter Your Data

  1. Manually add shapes for each employee and connect them using lines.
  2. Enter the employee names and positions into the shapes.

Step 4: Customize Your Chart

  1. Adjust the colors, fonts, and styles as needed.
  2. Save your drawing, and you can embed it into your Google Sheets document if necessary.

3. Using Lucidchart

Lucidchart is an excellent tool for creating professional organizational charts with ease.

Step 1: Sign Up for Lucidchart

  1. Go to Lucidchart’s website and sign up for an account (free and paid versions are available).

Step 2: Prepare Your Data

Ensure your data is in a CSV file format with columns for Employee ID, Employee Name, Employee Position Title, and Manager/Supervisor.

Example Data:Employee ID,Employee Name,Employee Position Title,Manager/Supervisor 1,Employee A,Position A,Manager X 2,Employee B,Position B,Manager X 3,Employee C,Position C,Manager Y 4,Employee D,Position D,Manager Z 5,Vacant,Position E,Manager X 6,Employee E,Position F,Manager X 7,Employee F,Position G,Manager X 8,Employee G,Position H,Manager Y 9,Employee H,Position I,Manager Y

Step 3: Import Your Data into Lucidchart

  1. Log in to your Lucidchart account.
  2. Click on + New Document and select Blank Document.
  3. Go to File > Import Data > Org Chart.
  4. Upload your CSV file.

Step 4: Customize Your Org Chart

  1. Use the drag-and-drop interface to adjust the layout as needed.
  2. Add colors, change fonts, and customize styles to fit your preferences.

Step 5: Share and Export

  1. Once you are satisfied with your org chart, you can share it with your team via a link or export it as a PDF, PNG, or other formats.
  2. Save and download your org chart for future reference.

Conclusion

Creating an organizational chart can be straightforward with the right tools and approach. Whether you use Excel, Google Sheets, or Lucidchart, you can visually represent your organization’s structure effectively. By following these steps, you can create an org chart that suits your needs and helps in visualizing your team’s hierarchy.

Related Posts

Scroll to Top