Create an Org Chart with Excel Data - Make Organizational Chart from Excel Employee Database

How to make an org chart using your employee data in Excel. Generate an organizational chart quickly from your Excel employee database with a free Visio add-in. Create the org chart quickly once you have your employee data formatted. Easily update and add to your employee data and then dynamically generate a refreshed version of your org chart. You can save the org chart as a PDF or as an image file that you can copy into other apps like PowerPoint.

Log in to your Work or School Microsoft 365 account to use this Visio add-in, which quickly turns your employee listing into an org chart. We will also perform Excel tricks like Text To Columns, XLOOKUP, and nested IF formulas to re-format and transform our data from one report format to another report template.

Dynamically update your org chart once you create the Visio template

Save your org chart as a PDF or image file that you can insert into PowerPoint

Learn how to split full name into first and last name columns in Excel

Learn how to use XLOOKUP to find and insert a manager's employee ID number into a new column

Learn how to write a nested IF formula to map new values for existing data (crosswalk your data)

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TIMESTAMPS ⏰
00:00 How To Make an Org Chart from Excel
00:45 Transform Employee Database
01:36 Insert Visio Org Chart in Excel
04:06 Combine First & Last Name
05:14 XLOOKUP Tutorial
08:44 How To Crosswalk/Map Data
13:26 Generate Org Chart
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KEYWORDS: #msexcel, #orgchart, @SharonSmith, make org chart with employee data, Org Chart, Organizational Chart, how to create org chart from excel data, how to create org chart with excel data, XLOOKUP, transform employee data, reformat employee data, text to columns, nested IF formula, crosswalk data
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PLAYLISTS:

[hansi_tortenesser]

Thank you, learned not only how to use the add in but also text to columns and the xloonup().
PS: You could also use switch() instead of many if() functions. And you also can click special paste values directly without going into the sub menu

[jackspencer]

Great video! Any reason my org chart only goes vertical and does not connect to the people it is supposed to?

[andycope]

Is there a way to have values from a spreadsheet populate in the org chart, from Excel, not by typing them in? Thanks.

[siliziwemafika]

Signed in with my work account and add in just won’t read my credentials. Is there a fix for this? My IT department is also struggling

[richardlindavanderpyl]

Once I have all the employees entered in the table, how can I easily show separate org charts according to department? ie only show sales dept, or finance dept?

[jampatdes]

Welp, our IT department blocked add-in's....