Excel Help Sheet: Add an Organization Chart

Make sure your Drawing toolbar is opened

1. On the Drawing toolbar click Diagram.

2. Click on the Organization Chart diagram and then click OK.

3. Do one or more of the following:

4. If you want to add text to a shape, right-click the shape, click Edit Text, and type the text.

5. If you want to add a shape, select the shape you want to add and then click the arrow on the Insert Shape button on the Organization Chart toolbar, and then click one or more of the following:

• Coworker - to place the shape next to the selected shape and connect it to the same superior shape (In an organization chart, a shape that is placed above and connected to any other shape, such as an employee ((subordinate or coworker shape) or assistant shape.)
• Subordinate - place the new shape below and connect it to the selected shape.
• Assistant - place the new shape below the selected shape with an elbow connector.

6. If you want to add a preset design scheme, click AutoFormat on the Organization Chart toolbar, and select a style from the Organization Chart Style Gallery.

7. Click outside the drawing when you are finished.

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