Microsoft Office Online
Sign in to My Office Online (What's this?) | Sign in

 
 
Help and How-to
Search
Search
 
Check for updates: (c) Microsoft
Microsoft Update
 
 
 
Warning: You are viewing this page with an unsupported Web browser. This Web site works best with Microsoft Internet Explorer 6.0 or later, Firefox 1.5, or Netscape Navigator 8.0 or later. Learn more about supported browsers.

Email this linkEmail this link Printer-Friendly VersionPrinter-Friendly Version Bookmark and ShareShare
Create organization charts in Office XP
 



Applies to
Microsoft Office XP

In Microsoft Office XP, you can use the Organization Chart feature instead of using the Microsoft Organization Chart program that came with previous versions of Office. This article will show you how to create a basic organization chart in Microsoft Excel 2002, Microsoft PowerPoint® 2002, and Microsoft Word 2002, and also how to use the new tool to accomplish some of the tasks you may be used to doing with the former program.

How to create an organization chart

The new tool keeps you always in your spreadsheet, presentation, or document while still offering most of the same options for creating and customizing a chart that you enjoyed with previous versions of Office. The following animated illustration shows how you can insert a chart (on the Insert menu, click Diagram, and then, on the Diagram Gallery, click the Organization Chart icon), add shapes by clicking the Insert Shape button, add text by selecting a shape and typing, and quickly format the chart with the Autoformat button.

<IMG alt="Welcome to non-Shockwave users: You are viewing this static image because you do not have the Shockwave Flash player installed" src="/global/images/default.aspx?AssetID=ZA010457311033" height="307" width="410">

How to create an organization chart

The organization chart is saved with the spreadsheet, presentation, or document you create it in, and you can copy and paste the chart to any of these three programs (Excel, PowerPoint, and Word) while maintaining the ability to edit the chart. When you paste to other programs, such as Microsoft FrontPage®, charts become picture files and are no longer editable.

For more information about creating, changing, and formatting organization charts and diagrams, see Microsoft Help for Excel, PowerPoint, or Word.

Tips for using the new Organization Chart tool

The following tips tell you how to perform familiar tasks using the new Organization Chart tool.

ShowWork on an organization chart created in a previous version of Office

If you open a document that includes an organization chart created in an earlier version of Office, the chart will automatically be converted so that you can edit it using the new tool. Click on the chart to make the Organization Chart toolbar appear.

ShowAdd a title to an organization chart

To add a title to your organization chart:

  1. After you have inserted an organization chart, on the Drawing toolbar, click the Text Box icon, and then drag near the organization chart where you want the title to go.
  2. Click in the text box and type the title for the chart.
  3. Do one of the following:
    • In Word, drag the text box to place it exactly where you want it.
    • In Excel or PowerPoint, right-click the text box and click Cut. Right-click inside the drawing border of the chart and click Paste, and then drag the text box to place it where you want it.

    Note  If you do not paste the text box into the drawing area in Excel or PowerPoint, and you move the chart, the title will not move with the chart.

ShowChange the background color for the organization chart

  1. Right-click the organization chart (within the placeholder; if you click a shape in the chart, a different shortcut menu appears), and then click Format Organization Chart.
  2. On the Colors and Lines tab, under Fill, click the Color list and do one of the following:
    • To change the fill color back to its default, click Automatic.
    • To choose a different color, click one of the colors below Automatic.
    • To choose from more colors, click More Fill Colors, and then, on the Standard tab, click the color you want, or click the Custom tab to mix your own color.

    Note  You can also select Fill Effects in this list for gradient, texture, pattern, and picture fill options.

ShowSelecting boxes

The new Organization Chart toolbar has a Select menu on the toolbar that is similar to the Select submenu of the Edit menu in the former program. With it, you can select:

  • All boxes on a particular level (for example, all co-workers).
  • All boxes in a branch (for example, a manager and all subordinates).
  • All assistants.
  • All connecting lines.

ShowHow to update an organization chart or "Close and Return"

When you created an organization chart in the former program, you had to work on the chart in that program and close it (known as Close and Return) when you wanted to view how the chart would look in your document.

With the new tool, you don't have to leave Word, PowerPoint, or Excel while you are working on a chart. When you add or change an organization chart, the chart appears with drawing space around it, outlined by a non-printing border and sizing handles. As you work, the changes are immediately reflected. When you click outside the border, the toolbar disappears along with the border. To get the toolbar back, just click the chart.



advertisement