Organization Chart - Can it be done

Rude Awakening

New Member
Joined
Jul 10, 2014
Messages
29
Office Version
  1. 365
Hey Guys
I need to create an Org chart for around 500 employees.
The requirement I need as an example is:
There will be a table with the below variables
Project/department/Employee tier/Job Title/Surname/First name
The leaders will be in the order above i.e a project has departments, departments has Employee tiers, etc.
What I need is that when the data in these variables change, that the Org chart will automatically change.
Also if a leader is changed i.e. an employee becomes a manager from a first level employee, that their tier will automatically be changed in the chart.

Do we think this is something we can do in excel, or is there a more appropriate way/system?
 

Excel Facts

What do {} around a formula in the formula bar mean?
{Formula} means the formula was entered using Ctrl+Shift+Enter signifying an old-style array formula.

Taul

Well-known Member
Joined
Oct 24, 2004
Messages
752
Office Version
  1. 2019
  2. 2013
Platform
  1. Windows
Hi,
Try one of these approaches.

Method 1
On a new worksheet:- Using Excel 2010 (I hope you are using the 2010 version)
On the ribbon “Insert” and select “Smart Art” and sub category of “Hierarchy”
Choose a template and start filling in the list.
Clicking on the hierarchy chart will bring the edit list back into view if you need to modify the chart.
I’m not sure about the rules of navigating the chart but have a play with it to see if it’s what you need.

Method 2
Create your own by placing image boxes on the screen. You can add text to the image box.
On the ribbon, “Insert” and select “Shapes” and choose a rectangle.
Right click on the shape and select “Edit Text” then place the cursor into the edit line and type =A1
This will link the text to cell A1 where you can place and edit the text of your choice.
Link each subsequent shape with a new row in column "A" to create the list.
Each shape can be linked by inserting lines (also found in the "Shapes" list).
 

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