Organizational Chart Template
Need to create an organizational chart for your company? Have you considered using Excel instead of PowerPoint or some other organizational flow chart software? Read through this page to see why you might want to use a spreadsheet to create your company organization chart (besides the fact that you can download the free Organizational Chart Template).
Sample Organization Charts
To help you create your company organizational chart, we've compiled some examples of different types of organizational structure. These sample organizational chart structures are included as separate worksheets in the Organizational Chart Template.
Organizational Chart Template
for Excel
Template Details
(not for distribution or resale)
"No installation, no macros - just a simple spreadsheet" - by Jon Wittwer
Description
This is one of the only templates on Vertex42.com that was designed to work with only Excel 2007. The reason is that it is time consuming with Excel 2003 to create an org chart with anything other than basic rectangles and colors.
This workbook contains 11 different sample org charts, including all the ones shown above and a few variations on the school and company organizational charts.
I've made some of these organizational charts available as OpenOffice Calc spreadsheet templates (.ods files): School Organization Chart, Nonprofit Org Chart, Organization Chart, Company Organizational Chart
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How to Create an Organizational Chart in Excel
If you've created an organizational flow chart or other types of flow charts using PowerPoint, you probably know how frustrating it can be to constantly move around, resize, and align various blocks. But, did you know that Excel also has some of the same Drawing tools as PowerPoint and Word? Not only do you have access to the same set of tools, but take a look at the following reasons to use Excel:
Why use Excel to create a Company Organization Chart?
- You can create a very large organizational chart and then use the print settings to fit the entire org chart onto a single page. Trying to fit a large flow chart on a single PowerPoint slide is harder because you have to play with fonts and it's harder to scroll around on the page when you have it zoomed up.
- It is very simple to align blocks of information either in columns or rows. Think of the spreadsheet grid as your "drawing grid". You can use drawing guides and turn on a grid in PowerPoint, but it's not as easy as using the grid in Excel.
- You can resize an entire row or column of blocks in your organization chart by just resizing the row or column. By default, Autoshapes in Excel move and resize with the cells.
Inserting AutoShapes and Connector Lines
I hardly ever like to use Excel 2007, but when it comes to creating flow charts and diagrams, I must admit that Excel 2007 is awesome! Not only do you have more rectangular shapes available to you (various types of rounded and chamfered corners), but it is also extremely easy to add color, gradients, and shading to the blocks of your organization chart by just selecting formats from the gallery. Is this a reason to upgrade to Excel 2007? Probably not, but if you already are using 2007, then you're in luck.
To help you get started, following these steps:
- Go to Insert > AutoShapes and choose one of the rectangular shapes.
- Click on the rectangle you just inserted. A contextual ribbon is then displayed which will allow you to select a ready-made format
- To add a connector line, go to Insert > AutoShapes and choose one of the Connector objects. Tip: If you click on a connector line and the end shows a red bubble - that means it is connected to the other object.
Tip: To align the blocks of the org chart to the spreadsheet's grid, hold down the ALT key as you draw or resize the Autoshapes. The Alt key causes the Autoshapes to snap to the corners and edges of the grid.
Organizational Chart Software
- OrgChart by OfficeWork Software at orgchartpro.com - Developed specifically for creating org charts.
- Organizational Chart Examples by EdrawSoft - edrawsoft.com - Get ideas for designing your organization chart from this gallery.
- Org Charts by SmartDraw at smartdraw.com - You can see examples or download the trial software for free.
Organizational Structure References
- Traditional Nonprofit Organizational Structure at hurwitassociates.com - Shows an example chart for a non-profit organization.
- How Org Charts Lie - hbswk.hbs.edu - An interesting article that compares the theoretical organizational structure with the informal structure revealed by a social network analysis.
- Example Org Charts at cogmap.com - See actual organizational charts for real companies like Google, Microsoft, Apple, Facebook, etc.
- (.pdf) "Fundamentals of Organizational Structure" at unf.edu by H. Eugene (Gene) Baker III, Ph.D.
