Design a refined and professional organisational chart that indicates the relationships among employees, team members, and departments.
Start with the Organisation Chart Wizard
- Pick File > New.
- Choose Organisation Chart > Create.
- Press Information that I enter using the wizard, and click Next.
- Click the file type you require for entering data into, specify a path and name, and press Next.
Tip: If you click Excel, an Excel worksheet launches with sample text. If you choose Delimited text, a Notepad page appears with sample information.
- Replace the sample text with your details.
- Exit Excel or Notepad, finish the wizard in Visio, and press Finish.
Change the look of an org chart
- To edit the shape style, click Org Chart > More, and pick a shape style.
- To alter the org chart layout, press Org Chart > Layout, and choose a layout.
- To reposition the chart to fit the page, press Org Chart > Best Fit to Page.
- To expand the spacing between shapes, choose Org Chart > Increase the Spacing.
Add a picture to a shape
- Pick the shape.
- Choose Org Chart > Insert > Picture.
- Click the picture file.
Add a new person
- Click a shape that reflects the person’s job description.
- Drag the shape onto the drawing page, and place it on top of the shape you want to connect the two.
- Choose the Name text box, and enter in the name of the new person.
- Choose the Title text box, and write in a title for the new person.
Note: Add the person to the Excel or Notepad file you created in the Organisation Chart Wizard so that it’s up to date and ready to use when you create other org charts for your team.
Add a team frame and title
- Pick the Team frame shape.
- Drag it onto the drawing page.
- Use the resize handles to fit the Team frame shape around the shapes that represent team members.
- To insert a team title, pick Home > Text, type in the team’s name, and click Pointer Tool to finish.
- To adapt the frame’s line colour, choose Home > Line, and pick a colour, line weight, and dash style.
Transform a list of complex relationships between people within your company into a clear, visual organisation chart.
If you’ve never created an org chart, or you want a quick start, follow the directions in the Organisation Chart Wizard.
Go to File and select New.
Select Organisation Chart, and then select Create.
Build your org chart from information stored in an Excel file, or enter the information with step-by-step guidance.
I want help entering the information, so I’ll select Information that I enter using the wizard and select Excel as the source for my data.
I enter a path and name for the Excel file in New file name, and select Next.
In Excel, I replace the sample text with information about the people in my organization.
I can add, change, or delete any column except the Name and Reports to columns.
When I’m finished, I save the file.
And close Excel.
Back in the wizard, I select Next — I’ll add pictures later.
And then select Finish.
There’s more I can do to change the look of my org chart. If I go to Org Chart, I can select the More arrow in the Shapes group to change the shape style,
Layout to change the orientation of the org chart,
Best Fit to Page to rearrange the chart to fit the page,
and Increase the Spacing to add more space between shapes.
To add a photo to a shape, I select the shape, select Insert, select Picture, and choose a picture file.
When a new person joins our organisation, I add them to my chart —and update my Excel spreadsheet.
I drag the shape that represents the new person’s job description onto their supervisor’s shape to connect them.
Then, I select Name and type the person’s name and add their title.
Before I finish, I want to highlight several people who worked together on a project.
I drag the Team frame shape onto the drawing page, and drag the resize handles around the people I want to include.
To give the frame a title, I go to Home, select Text, type a title, and select Pointer Tool to finish.
To change the line colour, I select Line and choose a colour.
There’s a whole lot more you can do with organisation charts.
Explore the org chart shapes to get more ideas about visualising how your organisation works.