Create an Organogram from Excel

Easily create a professional organogram for your organization using Excel! Our step-by-step guide walks you through the process, from setting up your spreadsheet to customizing the final diagram. Learn how to create an organogram from Excel with Lexchart today!

19 days ago   •   3 min read

By The Lexchart Team
Organogram showing departments

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.

Import organogram data from Excel
Import organogram data from Excel

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 organogram data from Excel
Map organogram data from Excel

Lexchart will draw the organogram for you automatically.

Draft organogram from Excel data
Draft organogram from Excel data

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.

Organogram example based on Excel data
Organogram example based on Excel data

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.

Conclusion

It is easy to create an organogram from employee data in Excel with Lexchart. Learn about management organization charts.

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