Creating an organization chart in Office 2003

Applies to
2003 version of the following Microsoft Office 2003 programs:
Excel 2003, PowerPoint® 2003, Visio® 2003, and Word 2003

An organization chart graphically represents the management structure of an organization. There are several ways to create an organization chart in Microsoft Office 2003, depending on which Office 2003 program you want to use.

Example of basic organization chart

Use Visio, the best tool for creating an organization chart

Microsoft Office Visio 2003 has the most extensive collection of organization chart features, including a variety of different shapes, connectors, layout options, and design options. If you have Visio, this is the best solution for creating an organization chart.

You can create, save, and print an organization chart directly in Visio, or you can copy an organization chart from Visio into your presentation, document, worksheet, publication, or other Office document.

Example organization chart created in Visio

Creating an organization chart in Visio

Using the Organization Chart template in Visio, you can:

  • Automatically create a hierarchy by dragging shapes that represent reporting positions on top of manager or executive shapes.
  • Add pictures to shapes.
  • Add customizable text fields to shapes and store them as custom property data.
  • Show additional reporting relationships by using dotted-line connectors.
  • Synchronize shapes across pages.
  • Use a wizard to generate organization charts from personnel data stored in data files.
  • Compare different versions of organization charts and generate a report of the differences.
  • Experiment with different layouts without manually moving shapes.
  • Change the appearance of your chart by changing the design theme and color of its shapes.

For more information about how to create an organization chart in Visio, click the following links:

Create charts in Excel, PowerPoint, and Word

Microsoft Office Excel 2003, Microsoft Office PowerPoint 2003, and Microsoft Office Word 2003 each have specific tools to help you create complex organization charts, including an Organization Chart toolbar with layout options and an assortment of organization chart shapes. You can create, save, and print an organization chart directly in one of these programs, or you can copy an organization chart from one of these programs to your publication or other Office document.

Example organization chart in Word, Excel, or PowerPoint

Creating an organization chart in PowerPoint, Word, or Excel

In PowerPoint, Word, or Excel, you can create an organization chart by using the Organization Chart toolbar. On the Insert menu, point to Picture, and then click Organization Chart.

For more information about how to create an organization chart in PowerPoint, Word, or Excel, click the following links:

Use charts in Publisher

In Microsoft Office Publisher 2003, you can create a simple organization chart by using the AutoShape drawing tools. However, if you have Visio, Excel, PowerPoint, or Word, you can get better results by creating an organization chart in one of those programs and then copying and pasting the chart into your publication.

Organization chart example image in Publisher

Adding an organization chart to your publication

If the organization chart that you want to add to your publication is complete, and you don't need to make any changes after you paste it into your publication, copy the chart in the program that you used to create it, and use the Paste command (Edit menu) in Publisher. However, if you want to be able to make changes to the chart after you paste it into your publication, paste the chart as an embedded object (embedded object: Information (object) contained in a source file and inserted into a destination file. Once embedded, the object becomes part of the destination file. Changes you make to the embedded object are reflected in the destination file.) by doing the following:

  1. Copy the chart:
    • In Visio, copy the entire chart.
    • In Excel, copy some additional cells around the chart.
    • In Power Point, copy the entire slide that contains the chart.
    • In Word, format the chart as In line with text (Format menu, Organization Chart command, Layout tab), and then copy additional text or at least a paragraph mark above or below the chart. For more information about formatting a picture as In line with text in Word, click "Change an inline picture to a floating picture, and vice versa" in the See Also section of this article.
  2. In your Publisher publication, click where you want to add the organization chart.
  3. On the Edit menu, click Paste Special.
  4. In the Paste Special dialog box, click Microsoft Visio Drawing Object, Microsoft Office Word Document Object, Microsoft PowerPoint Slide Object, or Microsoft Office Excel Worksheet Object, and then click OK.

To make changes to the organization chart that you pasted as an embedded object, double-click the chart in the publication.

 Note   To view the chart that you pasted as a Microsoft Office Excel Worksheet Object, you may need to double-click the chart in the publication and scroll until the chart is visible.

Use a pre-designed template to quickly create an organization chart

You can also create an organization chart by starting from a professionally designed template. Templates on Microsoft Office Online has a collection of organization chart templates for Visio, PowerPoint, and Publisher. When you find an Office Online template that you like, you can download it to your computer and make changes to it in the appropriate Microsoft Office program.

 
 
Applies to:
Excel 2003, PowerPoint 2003, Publisher 2003, Visio 2003, Word 2003