You can illustrate the reporting relationships in your team or organization using an organization chart. In Excel, you can use a SmartArt graphic that uses an organization chart layout.
An Organization chart graphically represents the management structure of an organization, such as department managers and the corresponding reporting employees within the organization. Further, there can be assistants for the top managers and they are also depicted in the Organization chart.
An Organization chart in Excel will be as shown below.
Following are steps to prepare the data for an Organization chart −
Step 1 − Collate the information about the different roles in the organization as given below.
Step 2 − Identify the reporting relationships in the hierarchy.
You will use this information to create the Organization chart.
Following are the steps to create the Organization chart.
Step 1 − Click the INSERT tab on the Ribbon.
Step 2 − Click the SmartArt Graphic icon in the Illustrations group.
Step 3 − Choose a SmartArt Graphic dialog box appears.
Step 4 − Select Hierarchy from the left pane.
Step 5 − Click on an Organization Chart.
Step 6 − A preview of the Organization Chart appears. Click OK.
The Organization chart template appears in your worksheet.
As you can observe, you can enter the text in the left pane and it appears immediately on the chart on the right. The box that has a bullet with line attached in the left pane indicates that it is Assistant box in the chart. The boxes with bullets in the left pane indicate they are part of hanging layout in the chart.
Step 7 − Enter the information in the Text pane.
Step 8 − Demote if there is reporting relationship.
Step 9 − Click outside the chart. Your Organization chart is ready.
You can format the Organization chart to give it a designer look. Follow the steps given below −
Your Organization chart is ready.