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Quick Tips

Quick Tip May Support/FAQ

Create an Organizational Chart in Excel, Word, Outlook or PowerPoint

An organization chart graphically represents the management structure of an organization, such as department managers and non-management employees within a company. By using a SmartArt graphic in Excel, Outlook, PowerPoint, or Word, you can create an organization chart and include it in your worksheet, e-mail message, presentation, or document. To create an organization chart quickly and easily, you can type or paste text in your organization chart and then have the text automatically positioned and arranged for you.


Follow these steps to create an Organizational Chart:
1.       In your document, presentation, spreadsheet, or e-mail message, on the Insert tab, in the Illustrations group, click SmartArt.
2.       In the Choose a SmartArt Graphic gallery, click Hierarchy, click an organization chart layout (such as Organization Chart), and then click OK.
3.       To enter your text, do one of the following:
·         Click in a box in the SmartArt graphic, and then type your text.
·         Click [Text] in the Text pane, and then type your text.
·         Copy text from another location or program, click [Text] in the Text pane, and then paste your text.

If the Text pane is not visible, click the control.


Add a box:
1.       Click the SmartArt graphic that you want to add a box to.
2.       Click the existing box that is located closest to where you want to add the new box.
3.       Under SmartArt Tools, on the Design tab, in the Create Graphic group, click the arrow under Add Shape, and then do one of the following:
·         To insert a box at the same level as the selected box but following it, click Add Shape After.
·         To insert a box at the same level as the selected box but before it, click Add Shape Before.
·         To insert a box one level above the selected box, click Add Shape Above.
·         The new box takes the position of the selected box, and the selected box and all the boxes directly below it are each demoted one level.
·         To insert a box one level below the selected box, click Add Shape Below.
·         To add an assistant box, click Add Assistant.

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