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Chapter 9. Inserting Clip Art and Other ... > Creating an Organization Chart

Creating an Organization Chart

Suppose you’ve landed a position in the personnel department of a major corporation, and it’s your job to explain the company’s organizational structure to new employees. You could type up a list of the managers’ names from the top down into individual cells, but there’s a better way: create an organization chart. Excel provides a tool that enables you to draw an organization chart, complete with boxes and lines, into which you can type the names and positions of each person on the corporate ladder. To create an organization chart, follow these steps:

1.
Open the Insert menu, point to Picture, and choose Organization Chart. A basic organization chart appears in its own frame along with the Organization Chart toolbar, as shown in Figure 9.14.

Figure 9.14. Excel provides the tools you need to create a professional-looking organization chart.


2.
To add a person to the chart, click in the desired box, type the person’s name, press Enter, and then type the person’s position.

3.
To add a box to the chart, click the box to which or next to which you want to attach the new box. Then click the arrow next to Insert Shape in the Organization Chart toolbar, and click the desired box type:

Subordinate inserts a box below the current box with a line connecting the two boxes.

Coworker inserts a box to the right of the current box with a line connecting the new box to the level above it.

Assistant inserts a box below the current box with an L-shaped line attaching the two boxes.

4.
To change the overall layout of the organization chart, click the box for the person who sits above the level you want to restructure, click Layout, and click one of the following layouts:

Standard displays subordinates below superiors in a similar fashion to a family tree.

Both Hanging displays subordinates below and to the left and right of superiors.

Left Hanging displays subordinates to the left of superiors.

Right Hanging displays subordinates to the right of superiors.

5.
To change the overall appearance of the organization chart, click the AutoFormat button in the Organization Chart toolbar. The Organization Chart Style Gallery appears, as shown in Figure 9.15.

Figure 9.15. Select the desired layout from the Organization Chart Style Gallery.


6.
Click the desired style and click OK. Excel applies the selected style to your organization chart.


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