Create an organization chart

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Word

To show the reporting relationships in your company or organization, you can create an organization chart by using a SmartArt graphic.

This SmartArt graphic uses an organization chart layout and includes an assistant and three subordinates.

An organizational chart

ShowCreate a basic organization chart

  1. On the SmartArt tab, under Insert SmartArt Graphic, click Hierarchy, and then click Organization Chart, which is the first SmartArt graphic.

SmartArt tab, Insert SmartArt Graphic group

 Note   Although you can use other layouts from the Hierarchy group to create an organization chart, the assistant shape and subordinate arrangements are available only with the Organization Chart, Name and Title Organization Chart, Half Circle Organization Chart, and Horizontal Organization Chart layouts.

  1. In the Text Pane, do any of the following:
To Do this
Enter a person's name

Click [Text], and then type the name.

 Tip   You can use the Up and Down arrows on the keyboard to move up and down the list of names in the Text Pane.

Add a person Click a person's name at the level of the hierarchy that you want to add to, and then click Add SmartArt Shape button.
Delete a person Click the person's name in the hierarchy, and then click Text Pane Remove button.
Change a person’s level in the hierarchy Click the person's name, and then click Promote button, Demote button, Move Up, or Move down.

ShowAdd an assistant

  1. Click the person's name to which you want to add an assistant.
  2. On the SmartArt tab, under Edit SmartArt, click Org Chart, and then click Add Assistant.

SmartArt tab, Edit SmartArt group

ShowArrange subordinates vertically or horizontally

  1. Click the manager shape in the organization chart that you want to change.
  2. On the SmartArt tab, under Edit SmartArt, click Org Chart.

SmartArt tab, Edit SmartArt group

  1. Do one of the following:
To arrange subordinates Click
In a vertical column Left Hanging or Right Hanging
In two vertical columns Vertical
In a horizontal row Horizontal

ShowChange the style

If you applied a theme to your presentation, the organization chart styles that are available for you to choose from coordinate with the theme and theme colors.

  1. Click the organization chart that you want to change.
  2. On the SmartArt tab, under SmartArt Graphic Styles, click the style that you want.

SmartArt tab, SmartArt Graphic Styles group

To see more styles, point to a style, and then click More Down Arrow.

ShowChange the color

If you applied a theme to your presentation, the organization chart colors available for you to choose from coordinate with the theme colors.

  1. Click the organization chart that you want to change.
  2. On the SmartArt tab, under SmartArt Graphic Styles, click Colors, and then click the color theme that you want.

SmartArt tab, SmartArt Graphic Styles group

ShowRemove formatting

You can reset the organization chart to the default appearance. This removes changes that you have made to the color, style, shape, and text style of the organization chart.

  1. In the document, click the SmartArt graphic that you want to change.
  2. On the SmartArt tab, under Reset, click Reset Graphic.

Word SmartArt tab, Reset group

See also

Format a SmartArt graphic

PowerPoint

To show the reporting relationships in your company or organization, you can create an organization chart by using a SmartArt graphic.

This SmartArt graphic uses an organization chart layout and includes an assistant and three subordinates.

An organizational chart

ShowCreate a basic organization chart

  1. On the SmartArt tab, under Insert SmartArt Graphic, click Hierarchy, and then click Organization Chart, which is the first SmartArt graphic.

SmartArt tab, Insert SmartArt Graphic group

 Note   Although you can use other layouts from the Hierarchy group to create an organization chart, the assistant shape and subordinate arrangements are available only with the Organization Chart, Name and Title Organization Chart, Half Circle Organization Chart, and Horizontal Organization Chart layouts.

  1. In the Text Pane, do any of the following:
To Do this
Enter a person's name

Click [Text], and then type the name.

 Tip   You can use the Up and Down arrows on the keyboard to move up and down the list of names in the Text Pane.

Add a person Click a person's name at the level of the hierarchy that you want to add to, and then click Add SmartArt Shape button.
Delete a person Click the person's name in the hierarchy, and then click Text Pane Remove button.
Change a person’s level in the hierarchy Click the person's name, and then click Promote button, Demote button, Move Up, or Move down.

ShowAdd an assistant

  1. Click the person's name to which you want to add an assistant.
  2. On the SmartArt tab, under Edit SmartArt, click Org Chart, and then click Add Assistant.

SmartArt tab, Edit SmartArt group

ShowArrange subordinates vertically or horizontally

  1. Click the manager shape in the organization chart that you want to change.
  2. On the SmartArt tab, under Edit SmartArt, click Org Chart.

SmartArt tab, Edit SmartArt group

  1. Do one of the following:
To arrange subordinates Click
In a vertical column Left Hanging or Right Hanging
In two vertical columns Vertical
In a horizontal row Horizontal

ShowChange the style

If you applied a theme to your presentation, the organization chart styles that are available for you to choose from coordinate with the theme and theme colors.

  1. Click the organization chart that you want to change.
  2. On the SmartArt tab, under SmartArt Graphic Styles, click the style that you want.

SmartArt tab, SmartArt Graphic Styles group

To see more styles, point to a style, and then click More Down Arrow.

ShowChange the color

If you applied a theme to your presentation, the organization chart colors available for you to choose from coordinate with the theme colors.

  1. Click the organization chart that you want to change.
  2. On the SmartArt tab, under SmartArt Graphic Styles, click Colors, and then click the color theme that you want.

SmartArt tab, SmartArt Graphic Styles group

ShowRemove formatting

You can reset the organization chart to the default appearance. This removes changes that you have made to the color, style, shape, and text style of the organization chart.

  1. In the document, click the SmartArt graphic that you want to change.
  2. On the SmartArt tab, under Reset, click Reset Graphic.

PowerPoint SmartArt tab, Reset group

See also

Format a SmartArt graphic

Convert a SmartArt graphic to shapes

Convert text to a SmartArt graphic and vice versa

Excel

To show the reporting relationships in your company or organization, you can create an organization chart by using a SmartArt graphic.

This SmartArt graphic uses an organization chart layout and includes an assistant and three subordinates.

An organizational chart

ShowCreate a basic organization chart

  1. On the SmartArt tab, under Insert SmartArt Graphic, click Hierarchy, and then click Organization Chart, which is the first SmartArt graphic.

SmartArt tab, Insert SmartArt Graphic group

 Note   Although you can use other layouts from the Hierarchy group to create an organization chart, the assistant shape and subordinate arrangements are available only with the Organization Chart, Name and Title Organization Chart, Half Circle Organization Chart, and Horizontal Organization Chart layouts.

  1. In the Text Pane, do any of the following:
To Do this
Enter a person's name

Click [Text], and then type the name.

 Tip   You can use the Up and Down arrows on the keyboard to move up and down the list of names in the Text Pane.

Add a person Click a person's name at the level of the hierarchy that you want to add to, and then click Add SmartArt Shape button.
Delete a person Click the person's name in the hierarchy, and then click Text Pane Remove button.
Change a person’s level in the hierarchy Click the person's name, and then click Promote button, Demote button, Move Up, or Move down.

ShowAdd an assistant

  1. Click the person's name to which you want to add an assistant.
  2. On the SmartArt tab, under Edit SmartArt, click Org Chart, and then click Add Assistant.

SmartArt tab, Edit SmartArt group

ShowArrange subordinates vertically or horizontally

  1. Click the manager shape in the organization chart that you want to change.
  2. On the SmartArt tab, under Edit SmartArt, click Org Chart.

SmartArt tab, Edit SmartArt group

  1. Do one of the following:
To arrange subordinates Click
In a vertical column Left Hanging or Right Hanging
In two vertical columns Vertical
In a horizontal row Horizontal

ShowChange the style

If you applied a theme to your presentation, the organization chart styles that are available for you to choose from coordinate with the theme and theme colors.

  1. Click the organization chart that you want to change.
  2. On the SmartArt tab, under SmartArt Graphic Styles, click the style that you want.

SmartArt tab, SmartArt Graphic Styles group

To see more styles, point to a style, and then click More Down Arrow.

ShowChange the color

If you applied a theme to your presentation, the organization chart colors available for you to choose from coordinate with the theme colors.

  1. Click the organization chart that you want to change.
  2. On the SmartArt tab, under SmartArt Graphic Styles, click Colors, and then click the color theme that you want.

SmartArt tab, SmartArt Graphic Styles group

ShowRemove formatting

You can reset the organization chart to the default appearance. This removes changes that you have made to the color, style, shape, and text style of the organization chart.

  1. In the document, click the SmartArt graphic that you want to change.
  2. On the SmartArt tab, under Reset, click Reset Graphic.

Excel SmartArt tab, Reset group

See also

Format a SmartArt graphic

Convert a SmartArt graphic to shapes

 
 
Applies to:
Excel for Mac 2011, PowerPoint for Mac 2011, Word for Mac 2011