If you’re like most business owners, you probably have a lot of data stored in Google Sheets. And if you want to make an organizational chart, it’s a great place to start. To create an organizational chart in Google Sheets, first open the sheet in which you want to make the chart. Then click the “Drawing Tools” tab and select “Organizational Chart.” Next, choose the type of organizational chart that best suits your needs. You can create a simple hierarchy or a more complex network diagram. Once you have selected your type of diagram, enter the names of your employees into the appropriate cells on the grid. You can also include titles and other information about each employee. To add links between employees, click on their names and then select “Linked To > Other Employee.” This will open a dialog box in which you can specify the link type (e.g., direct or indirect). After you have created your organizational chart, you can save it by clicking “File > Save As…” and selecting “Organizational Chart (.xlsx).” ..
An organizational chart is a helpful tool for laying out your company’s structure. You can also use one for organizing job positions or even a family tree. Here’s an easy way to create an organizational chart using Google Sheets.
Set Up Your Data
Google Sheets offers an organizational chart as one of its built-in options. However, before you can create the chart, you need to make sure your data is set up correctly.
RELATED: How to Create an Organizational Chart in PowerPoint
For a chart using people, you would set up the names as follows:
In the first column, enter the names of everyone you want on the chart. In the second column, enter who those people report to, like their managers, for example.
If you are setting up positions instead of people, you would enter each position in the first column and the position above it in the second column. For a family tree, enter each family member’s name in the first column with their parent in the second column.
You can enter notes in the third column that display when you place your cursor over a node in the chart. Each row should be a different person or position.
RELATED: How to Create a Family Tree in Microsoft PowerPoint
Create the Organizational Chart
Once you have your data set up, creating the chart takes only a minute. Select the data to include and click Insert > Chart from the menu.
A default chart type will display and the Chart Editor sidebar will open. At the top of the sidebar, click the Chart Type drop-down arrow, go to the bottom below Other, and select the Org Chart.
The organizational chart will pop onto your sheet. From there, you can confirm that the structure is set up correctly. You can also drag a corner or edge to resize the chart.
Customize the Organizational Chart
You have a few customizations you can make to your organizational chart in Google Sheets. Select the chart, click the three dots on the top right of it, and pick “Edit Chart.”
When the Chart Editor sidebar displays, choose the Customize tab. Expand “Org” and you’ll see your options.
You can change the size with options for small, medium, and large. You can also pick the color for the nodes along with the color for a selected node.
For other types of visuals in Google Sheets, take a look at how to create a geographical map chart with location data or make a Gantt chart for your next project.
