Create an Org Chart from Excel [5 easy steps]

Turn your Excel spreadsheet of employee data into an organization chart automatically. 5 simple steps to a clear org chart to share.

3 months ago   •   3 min read

By The Lexchart Team
Automatic organizational chart from Excel employee data
Table of contents

Most examples of org charts with excel use a small handful of employees. See how to create an org chart automatically with 50, 500, or 5,000 employees.

There are 5 steps to make a management organization chart from Excel data.

Step 1. Save org chart data as CSV

Microsoft Excel, Google Sheets, and any spreadsheet application allow you to export data as in a comma-delimited file format called .CSV. This file format turns the spreadsheet into a text file with special formatting that may other applications can read, which is what we will do in Step 2.

Choose File > Save As...

Select CSV as the file format. There might be an extra description like "UTF-8", which means the text formatting will be flexible to account for a range of languages.

Step 2. Import org chart data into Lexchart

Go to Lexchart.

If you do not already have an account, you can sign up for a free trial. There is no credit card required.

Import the CSV file

From the Charts page, select the Import button.  Select the CSV file with your data for import.

Import Excel org chart data
Import Excel org chart data

Map column to Lexchart

Lexchart prompts you to say which column is the employee and which is the manager. You can add other data like job title, start date, and employee number.

Map Excel org chart data
Map Excel org chart data

Lexchart will draw the organization chart for you automatically.

Automatic layout of Excel org chart data
Automatic layout of Excel org chart data

Step 3. Design the org chart

You can use a full set of design tools to make the org chart look the way you want. You can switch from Auto mode to Manual mode to move any cards or lines on the chart.

Design org chart from Excel data
Design org chart from Excel data

Step 4. Share the org chart

With your organization chart from Excel designed to your needs, you can share the org chart. Select the Share button and enter their address. Lexchart will give you a special link which you can send them. When they log in, they will have access to the chart.

Step 5. Download the org chart

In addition to sharing an organization chart, you can download the org chart in four file formats: PDF, JPG, PNG, and SVG. You can use the formats to embed your org chart in Excel, PowerPoint, Word, or another application.

Conclusion

It is easy to create an organization chart from employee data in Excel with Lexchart.

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