A hierarchy chart is a great way to visualize the structure of your organization. It shows multiple levels, tiers, or employee reporting relationships. Fortunately, these are quite easy to use in Excel. Let’s learn how to add a hierarchy chart in Microsoft Excel.
How to Add a Hierarchy Chart in Excel
Hierarchy charts are easy to draw in Excel. In fact, the software does the work for you. You simply fill in the blanks with your key details.
To add a hierarchy chart in Excel, begin by going to the Insert tab, found on the ribbon. Then, click on the Insert a SmartArt Graphic dropdown menu. You’ll see an array of options appear: List, Process, Cycle, and several others. The one you want is Hierarchy.
Hover over the Hierarchy option, and review the style thumbnails inside. Click on one to apply it, and Excel will add the design onto your sheet. You’ll notice that it has a default layout with one node at the top, one off to the side, and three at the bottom.
In the SmartArt Text menu, you can customize the text inside each of the fields. You can also click on any of the lines to select it, then press Delete on your keyboard to remove it.
It’s also possible to add to your hierarchy. For example, if you want additional fields at the bottom, click on the text line for the square that you want to add to. Then, click the + button on the SmartArt Text menu to add to your chart.
Once you’re finished, you can make edits like color changes by exploring the SmartArt Design tab on the ribbon.
As you can see, it’s easy to add a hierarchy chart in Excel. This helps you explain, introduce, and illustrate the structure of an organization or team.