Create Org Chart from Data

Organizational Chart

> Org Chart How-Tos > Create Org Chart from Data

Posted by Pemala Pfeiffer | 11/20/2019

Create a dynamic org chart by importing existing data from Excel. Automatic layout. Automatic connection. No need to type. Keep it up to date. All these amazing features of our org chart tool makes it super easy to gain an org chart.

TransferringanExcelworksheetintoaprofessionalorgchartrequiresonlyafewminutes.Evenwhenyourfiledoesn't conform to our required format, you can still make it quickly. See how easy it is in the following tutorial. create org chart from data

Download Free Organizational Chart Software and View Examples

Step 1 Import Data

Firstly, you need to open a drawing page. Start Edraw. -> Choose Organizational Chart in the Available Templates list. -> Double click the icon of Organization Chart.

Secondly, import your data. Click Org Chart tab. -> In the Org Data group, click Import. -> Locate your data file and then select it. -> Click Next to continue.

import org chart data

Then, in the Data Import Wizard, define the Name as First Name and the ReportsTo as Last Name (Click the drop-down menu to choose a suitable option for Name and ReportsTo). Hit on Next to continue.

import org chart data

Finally, set data field and display options. Display on shape determines what categories will be shown in each shape of the org chart. Edraw shows Name, Title and Department by default. You can choose to show more categories by clicking the checkboxes. -> Hit on Finish to complete data import.

set org chart display options

Step 2 Show Relationship

Since there is no ReportsTo column in the source data, the relationship between staff cannot be identified by now. You can move the shapes and connect them to show the structure.

If B is A's subordinate, drag B above the bottom of A. You can see a floating action button surrounded by red box. Release the mouse and a connection line will be generated automatically to show their relationship.

add subordinate

If C is B's colleague, drag C above the right side of B.

add colleague

Step 3 Polish Organization Chart

You can refine and polish the chart by clicking Display Options.

set display options

Choose to show photo or not.
Resize shapes by entering new width and height value.
Choose different font colors for different categories.
Move each category up or down.
Apply the changes to selected shapes or pages.

change text color

To insert photos, select one shape, click Change Photo on Org Chart tab.

To change shape style, select one or several shapes, apply a quick style under Home tab.

polish org chart

Click Relayout relayout org chart to align and distribute the shapes evenly.

Step 4 Save or Print Organization Chart

Save the organization chart under File tab. Choose Export & Send to convert the chart into other formats.

To print the chart, follow these simple steps. Click Print. -> Click More Print Setup... -> Choose Fit to. (Fit to 1 x 1 sheet means the chart will be printed on 1 paper.) -> Hit on OK.

If your data file doesn't conform to the required format, you can also convert them into a professional org chart. Click this link for more information.