Please Note: This article is written for users of the following Microsoft Excel versions: 97, 2000, 2002, and 2003. If you are using a later version (Excel 2007 or later), this tip may not work for you. For a version of this tip written specifically for later versions of Excel, click here: Creating an Organization Chart.

Creating an Organization Chart

by Allen Wyatt
(last updated October 8, 2018)

One of the tools available in Excel is the ability to create organization charts. You do this by just choosing Diagram from the Insert menu. Excel displays the Diagram Gallery dialog box (See Figure 1.) which shows six different types of diagrams you can add to your worksheet. The default diagram type is Organization Chart. Click OK, and the chart appears in your worksheet as a graphic object.

Figure 1. The Diagram Gallery dialog box.

Along with the actual organization chart, Excel displays the Organization Chart toolbar whenever the chart is selected. This toolbar allows you to add different boxes to the chart (using the Insert Shape drop-down menu), as well as to specify how the chart should be organized (using the Layout drop-down menu).

In Excel, organization charts are made up shapes and lines. Lines are automatically added or removed as you add or remove shapes. If you would like to change the formatting of any of the elements in the organization chart, right-click on the element and choose Format AutoShape from the Context menu.

ExcelTips is your source for cost-effective Microsoft Excel training. This tip (3204) applies to Microsoft Excel 97, 2000, 2002, and 2003. You can find a version of this tip for the ribbon interface of Excel (Excel 2007 and later) here: Creating an Organization Chart.

Author Bio

Allen Wyatt

With more than 50 non-fiction books and numerous magazine articles to his credit, Allen Wyatt is an internationally recognized author. He is president of Sharon Parq Associates, a computer and publishing services company. ...

MORE FROM ALLEN

Replacing Quoted Text with Italics

If you have text surrounded by quotes in a document, you may want to remove the quote marks and make the text that was ...

Discover More

Default Units that Change

Word allows you to specify the unit of measurement you would like used in dialog boxes throughout the program. It can get ...

Discover More

Creating Selections

Want a really easy way to create a selection of a group of cells? Discover how to use the Extend key to make this task ...

Discover More

Solve Real Business Problems Master business modeling and analysis techniques with Excel and transform data into bottom-line results. This hands-on, scenario-focused guide shows you how to use the latest Excel tools to integrate data from multiple tables. Check out Microsoft Excel 2013 Data Analysis and Business Modeling today!

More ExcelTips (menu)

Using Text Boxes

Text boxes are handy for placing information in a container that can "float" over your worksheet. This tip explains what ...

Discover More

Modifying Axis Scale Labels

You want your chart to display information as clearly and succinctly as possible. Modifying the labels used to indicate ...

Discover More

Displaying the AutoShapes Menu

When adding AutoShapes to a worksheet, it can be bothersome to continually work with the menu structure to place them. It ...

Discover More
Subscribe

FREE SERVICE: Get tips like this every week in ExcelTips, a free productivity newsletter. Enter your address and click "Subscribe."

View most recent newsletter.

Comments

If you would like to add an image to your comment (not an avatar, but an image to help in making the point of your comment), include the characters [{fig}] in your comment text. You’ll be prompted to upload your image when you submit the comment. Maximum image size is 6Mpixels. Images larger than 600px wide or 1000px tall will be reduced. Up to three images may be included in a comment. All images are subject to review. Commenting privileges may be curtailed if inappropriate images are posted.

What is five minus 0?

There are currently no comments for this tip. (Be the first to leave your comment—just use the simple form above!)


This Site

Got a version of Excel that uses the menu interface (Excel 97, Excel 2000, Excel 2002, or Excel 2003)? This site is for you! If you use a later version of Excel, visit our ExcelTips site focusing on the ribbon interface.

Newest Tips
Subscribe

FREE SERVICE: Get tips like this every week in ExcelTips, a free productivity newsletter. Enter your address and click "Subscribe."

(Your e-mail address is not shared with anyone, ever.)

View the most recent newsletter.