Creating an Organization Chart

One of the most important tools in any business is the organization chart, which shows the reporting relationships between employees and their supervisors. Creating the base of an organization chart is simple, as is adding employees to the chart. After you’ve created the chart, you can change the chart’s direction so the relationships run from left to right and not up and down or apply an AutoFormat to the chart.

Create an Organization Chart

  1. Click the Insert tab.

  2. Click SmartArt.

  3. Click Hierarchy.

  4. Click the first graphic in the Hierarchy group.

  5. Click OK.

    Create an Organization Chart

Adding a Shape

  1. Click the shape you want to enter a shape under or next to.

  2. If necessary, click the Design tab.

  3. Click Add Shape.

  4. Click the option that reflects where you want to add the shape in the chart.

    Adding a Shape

    Tip

    Tip

    Click Add Assistant to place the shape below the current shape with an elbow connector.

Alter the Layout of Your Organization Chart

  1. Click a shape in the organization chart.

  2. Click the Design tab.

  3. Click Layout.

  4. Click the direction in which you want the shape to extend from the chart.

    Alter the Layout of Your Organization Chart

Change the Design of Your Organization Chart

  1. Click the organization chart you want to change.

  2. Click the Design tab.

  3. Click Change Colors.

  4. Click the desired color scheme.

    Change the Design of Your Organization Chart

    Tip

    Tip

    You can format individual shapes in a SmartArt graphic by clicking the shape you want to format and then clicking the Format tab that appears under SmartArt Tools at the top of the Excel window.

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