Create an organization chart using SmartArt Graphics

Use a SmartArt graphic to create an organization chart in Excel, Outlook, PowerPoint, and Word to show the reporting relationships in an organization, such as department managers and non-management employees.

Organization Chart layout with 1 manager, 2 subordinates, and 1 assistant shapes.

What do you want to do?


Create an organization chart

  1. On the Insert tab, in the Illustrations group, click SmartArt.

SmartArt in the Illustrations group on the Insert tab

Example of the Illustration group on the Insert tab in PowerPoint 2013

  1. In the Choose a SmartArt Graphic gallery, click Hierarchy, click an organization chart layout (such as Organization Chart), and then click OK.
  2. To enter your text, do one of the following:
  • Click in a box in the SmartArt graphic, and then type your text.

 Note   For best results, use this option after you add all of the boxes that you want.

  • 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.

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

Text Pane control

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Create an organization chart with pictures

 Important    This feature is not available in Microsoft Outlook 2013.

  1. In your document, presentation, or spreadsheet, on the Insert tab, in the Illustrations group, click SmartArt.

SmartArt in the Illustrations group on the Insert tab

Example of the Illustration group on the Insert tab in Microsoft PowerPoint 2013.

  1. In the Choose a SmartArt Graphic gallery, click Hierarchy, click Picture Organization Chart, and then click OK.

Picture Organization Chart

  1. To add a picture, in the box where you want to add the picture, click the picture icon, locate the folder that contains the picture that you want to use, click the picture file, and then click Insert.

The Picture placeholder icon.
A picture icon

  1. To enter your text, do one of the following:
  • Click in a box in the SmartArt graphic, and then type your text.

 Note   For best results, use this option after you add all of the boxes that you want.

  • 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.

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

Text Pane control

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Add or delete boxes in your organization chart

Add a box

  1. Click the existing box that is located closest to where you want to add the new box.
  2. 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:

The Create Graphic group on the Design tab under SmartArt Tools

 Note   If you do not see the SmartArt Tools or Design tabs, make sure that you have selected the SmartArt graphic. You may have to double-click the SmartArt graphic to select it and open the Design tab.

  • 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.

The assistant box is added above the other boxes at the same level in the SmartArt graphic, but it is displayed in the Text pane after the other boxes at the same level.

Add Assistant is available only for organization chart layouts. It is not available for hierarchy layouts, such as Hierarchy.

Delete a box

To delete a box, click the border of the box you want to delete, and then press Delete.


 Notes 

  • When you need to add a box to your relationship graphic, experiment with adding the shape before or after the selected shape to get the placement you want for the new shape.
  • To add a shape from the Text pane:
    1. At the shape level, place your cursor at the end of the text where you want to add a new shape.
    2. Press Enter, and then type the text that you want in your new shape.
    3. To add an assistant box, press Enter while an assistant box is selected in the Text pane.
  • Although you cannot automatically connect two top-level boxes with a line in the organization chart layouts, such as Organization Chart, you can imitate this look by adding a box to the top level to your SmartArt graphic and then drawing a line to connect the boxes. (On the Insert tab, in the Illustrations group, select Shape, select a line, and then draw a line between the two boxes.)
  • To move a box, click the box that you want to move and then drag the box to its new location. To move or "nudge" the box in very small increments, hold down Ctrl while you press the arrow keys on your keyboard.

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Change the hanging layout of your organization chart

A hanging layout affects the layout of all boxes below the selected box. Although you can use other hierarchy layouts to create an organization chart, hanging layouts are available only with organization chart layouts.

  1. Click the box in the organization chart that you want to apply a hanging layout to.
  2. Under SmartArt Tools, on the Design tab, in the Create Graphic group, click Layout, and then do one of the following:

The Create Graphic group on the Design tab under SmartArt Tools

 Note   If you do not see the SmartArt Tools or Design tabs, make sure that you have selected a SmartArt graphic. You may have to double-click the SmartArt graphic to select it and open the Design tab.

  • To center all of the boxes below the selected box, click Standard.

Organization chart with Standard hanging layout

  • To center the selected box above the boxes below it and arrange the boxes below it horizontally with two boxes in each row, click Both.

Organization chart with Both hanging layout

  • To arrange the selected box to the right of the boxes below it and left-align the boxes below it vertically, click Left Hanging.

Organization chart with  Left Hanging layout

  • To arrange the selected box to the left of the boxes below it and right-align the boxes below it vertically, click Right Hanging.

Organization chart with Right Hanging layout

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If you do not see the SmartArt Tools or Design tabs, make sure that you have selected a SmartArt graphic. You may have to double-click the SmartArt graphic to select it and open the Design tab.

 Tip    If you’re using Microsoft PowerPoint 2013, you can animate your organization chart to emphasize each box, each branch, or each hierarchical level. See Animate a SmartArt graphic .

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Applies to:
Excel 2013, Outlook 2013, PowerPoint 2013, Word 2013