Organization charts are those visual aids or tools which indicate and show the order of hierarchy in an institution or enterprise. It is generally used in meetings and presentations and it is mostly created in the Google Sheets application. The chart simply consists of the order of hierarchy, that is, who reports to whom within an enterprise.
Being a spreadsheet interface essentially, many may rule out the thought that an organizational chart can be created with a Google Sheet. But the fact is different. An effective organizational chart can be created in Google Sheets with very few clicks. Although it does include inserting text boxes into the respective positions and maintaining the right number of text boxes and the right alignment, the scenario can all be better handled by Google Sheets’ built-in option called Organizational Chart.
The user can avail the assistance of the Organizational Chart feature once the sheet is updated with the right information or data required for the creation of the chart. The following section closely observes and explains the possibilities of creating an organizational chart within Google Sheet.
How to make an organizational chart in Google Sheets?
Most of the work in creating an organizational chart is related to creating the right data in the right format in the sheet. The data need to be divided into two columns; one containing the designation and the other containing the designation of the person to whom this particular person reports.
To create the data table, follow the following steps.
Step 1. Open the Google Sheet application on the device.
Step 2. Open a blank document.
Step 3. Create a table with two columns with the titles ‘Designation’ and ‘Reports to’.
Step 4. Enter the required data into the corresponding columns.
Step 5. Select the entire data table that was created.
Step 6. Click on the Insert option present at the top menu bar.
Step 7. From the drop-down menu that appears, click on the Chart option.
Step 8. On clicking the Chart option, a blank chart appears on the screen.
Also, an editor panel for editing the chart is opened on the right side of the screen.
Step 9. Click on the Set Up section of the chart editor.
Step 10. On the Setup tab, go to the Chart Type section and click to reveal a drop-down menu.
Step 11. Numerous chart options appear on the drop-down menu. Scroll down and click on the Organizational Chart option.
Step 12. A random organizational chart immediately appears on the blank chart on the screen.
Step 13. In the chart editor panel, check the Use Row 1 as Headers option present at the bottom of the panel.
Step 14. On checking the Use Row 1 as Headers option, the organizational chart on the screen arranges on its own concerning Row 1.
The organizational chart is now successfully created. It can be moved across the screen without overlapping the data table with the help of the anchor points that reveal on clicking the organizational chart. Even the size of the chart can be adjusted according to the personal liking of the user.
One of the important things to be reminded of in the organizational chart created is that, as the chart is linked with the data table provided in the sheet, any changes caused in the data table will be reflected immediately in the chart too.
How to create an organizational chart with names in it?
It is possible to add names to the organizational chart that is created in the Google Sheets application. But the names would not be actively present in the chart, but rather can be seen when the cursor is moved on top of any of the designations.
Step 1. Open the Google Sheets application and open the document which contains the necessary data for creating the organizational chart.
Step 2. Type in the data required into three columns.
Step 3. Select the data table and click on the Insert menu at the top menu bar.
Step 4. From the menu that appears, click on the Charts option and this action opens a blank chart and a chart editor panel on the screen.
Step 5. In the Setup tab of the chart editor, choose the Organizational Chart option.
Step 6. On clicking the Organizational Chart option, a random chart appears on the screen. Then on the chart editor panel, check the Use Row 1 as Headers option.
Step 7. The organizational chart is now successfully created. If the cursor is moved above the designation, the concerned name will be popped up next to it.