This guide is about How to create an Organizational Chart in Google Sheets. So read this free guide, How to create an Organizational Chart in Google Sheets step by step. If you have query related to same article you may contact us.
How to create an Organizational Chart in Google Sheets – Guide
An organization chart is a tool for visualizing the relationships between individuals in an organization or within a group or family. They can be used to clearly represent hierarchical or family relationships through connections between nodes that represent individuals in the group. Org charts can be time consuming when you have to create them manually, but luckily, Google Sheets makes it quick and easy to create an org chart from just a few columns of data. Google Sheets is a web-based application that allows users to create, update and modify spreadsheets and share the data online in real time.
Google’s product offers typical spreadsheet functions such as the ability to add, delete and sort rows and columns. But unlike other spreadsheet programs, Google Sheets also allows multiple geographically dispersed users to collaborate on a spreadsheet at the same time and chat through an integrated instant messaging program. Users can upload spreadsheets directly from their computers or mobile devices. The app saves each change automatically and users can see other users’ changes as they are made.
How to create an org chart in Google Sheets
Open a blank worksheet
Log into your Google Sheets and click to open a blank spreadsheet to create an org chart. Since you can’t find any pre-made org chart templates on Google Sheets, you have to start from scratch.
Enter organizational chart data
Before you start drawing your org chart, the most important thing you need to do is enter the data into the spreadsheet. Generally, you need to at least type or paste the names or job titles of employees and who they will report to. Here, I enter the positions of the employees and who they report to in the spreadsheet.
You can also add their names to the table if you wish. Additionally, Google Sheets will automatically update the org chart when new employee information is added to the table.
Insert an organization chart
Select the organizational chart data. Go to click Chart on the Insert tab. Then the graph editor panel will show up on the right side of the interface. Scroll to the bottom of the Chart Type drop-down menu and choose Organization Chart from another group. The org chart will appear in the spreadsheet automatically. You can check with the original data and see whether there are errors or not.
Format your org chart in Google Sheets
To change the employee card size or org chart color, click the Customize tab in the chart editor panel. By using the tooltip, you can add employee names to the org chart. Add a new Name column in the table, select the data range of names in Tooltip and check “Use row 1 as header” to ensure that when you hover your cursor on the employee card, the name is displayed up as a tooltip.
Download your org chart from Google Sheets
Click in the Graph Editor window, place your cursor on the three dots icon and choose Download from the drop-down menu. There you can download the org chart created in Google Sheets as a PNG image, PDF document, or SVG file.
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