Using Quick Create to Make an Org Chart in Excel

The Configuration Suggestions feature of OrgChart4XL makes configuring your organization chart quick and simple.

With OrgChart4XL, you can easily create an org chart from Excel data, customize it, and share the org chart directly from your Excel spreadsheet.

OrgChartXL prompt asking to select a table for configuration suggestions with dropdown and refresh icon.

Installing the OrgChart4XL Add-In for Microsoft 365 Org Chart Creation

Before creating your org chart, you'll need to install OrgChart4XL. There are two easy methods, and installation should take only a few moments.

Install Org Chart for Excel from Microsoft AppSource

OrgChart4XL is a Microsoft Office Add-In for Excel, enabling you to create and share organization charts effortlessly.

OrgChart4XL add-in listing on Microsoft AppSource showing Excel compatibility and download button.

Installation should be automatic and quick.

Install Org Chart for Excel Directly Within Excel

You can also install OrgChart4XL directly within Excel.

  • On the Home ribbon, click the Add-ins button.
    Excel ribbon with Add-ins and Copilot icons visible alongside editing and filtering tools.
  • Search for OrgChart4XL in the search bar.
    Search panel in Excel showing OrgChart4XL in the Add-ins menu with option to add.
  • Click Add and follow the prompts to complete the installation.
Excel worksheet and OrgChartXL pane side-by-side displaying employee table and chart configuration prompt.

Creating an Org Chart

With the Suggest Configuration feature in OrgChart4XL, you can quickly generate org charts from Excel tables.

Creating a Table of Organization Data

OrgChart4XL reads Excel Tables to create your org chart.

Your table can contain any number of columns with various data, but it must include:

  • An ID column: A unique identifier for each employee, such as an email or employee ID.
  • A Manager column: Indicates who each employee reports to.

The column types must match. For instance, if you use email addresses for the IDs, then the manager colummn must also contain email addresses.

For this guide, we use the spreadsheet SimpleOrgChartTemplate.xlsx, which you can download.

Select Your Table

In the Suggest Configuration wizard, select the table containing your organization data.

OrgChartXL start screen showing interactive demo and quick start options with Excel-themed graphics.

In SimpleOrgChartTemplate.xlsx, the table is named OrgChartTable.

Apply the Settings

OrgChart4XL analyzes your table and recommends columns to use as the ID, Manager Column, and other fields to display.

OrgChartXL configuration screen suggesting primary key, manager field, and fields to include in boxes.

Click Apply these settings to finalize your chart configuration.

Configuration Complete!

If OrgChart4XL correctly identified your columns, the configuration is complete.

Excel worksheet with org chart displayed in OrgChartXL pane showing hierarchical employee structure.

To adjust these settings manually, visit the Settings page.

Next Steps

Navigating Your Org Chart Styling Your Org Chart