Draw a chart with SmartArt in Excel
- Go to Insert → Illustrations → SmartArt.
- Choose Hierarchy → Organization Chart and click OK.
- Type names in the Text pane; Tab demotes a line, Shift+Tab promotes it.
- Style with SmartArt Design → Change Colors and SmartArt Styles.
Prepare your data for a generated chart
- One row per person, with a header row.
- Columns: Name, Title, Department, Manager. The Manager cell holds the manager’s name exactly as it appears in the Name column (or add an ID column and put the manager’s ID).
- Leave Manager blank for the person at the top.
- Write “Vacant” in Name for open roles.
Where Excel falls short
- SmartArt in Excel does not read your cells: it is a separate drawing you retype.
- Changes to the list do not update the chart.
- Visio’s data-driven org chart add-in needs a Visio licence.
The faster way for bigger charts
- Select your table in Excel (including the header) and copy it.
- Paste it into the HierarchyFlow org chart generator: it detects the columns and draws the chart instantly.
- Or save as CSV and open it in the org chart maker with File → Open CSV. Export back to CSV at any time.