Create an Organogram from Excel
Transform your Excel spreadsheet of employee data into an organogram automatically. Most examples of organograms with Excel use a small handful of employees. See how to create an organogram automatically with 50, 500, or 5,000 employees.
There are 5 steps to make a management organogram from Excel data.
Step 1. Save 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 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.
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.
Lexchart will draw the organogram for you automatically.
Step 3. Design the organogram
You can use a full set of design tools to make the organogram look the way you want. You can switch from Auto mode to Manual mode to move any cards or lines on the chart.
Step 4. Share the organogram
With your organogram from Excel designed to your needs, you can share the organogram. 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 organogram
In addition to sharing an organogram, you can download the organogram in four file formats: PDF, JPG, PNG, and SVG. You can use the formats to embed your organogram in Excel, PowerPoint, Word, or another application.
It is easy to create an organogram from employee data in Excel with Lexchart. Learn about management organization charts.