Excel - Create a Dynamic Organizational Business Chart Use Case

Transform your organizational chart game with our guide on creating a dynamic business chart! Discover how to maintain real-time updates effortlessly using Excel and the Microsoft Visio Data Visualizer add-in. Say goodbye to outdated charts—enable seamless changes, and keep everyone in the loop with embedded SharePoint access. Watch now and revamp your organizational strategy!

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Excel
Produce

Available in Microsoft365

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New people join,

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others get promoted,

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and let's face it,

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an outdated chart is almost useless.

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Maintaining or updating it can be quite a hassle,

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especially if you use shapes or smart art.

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Your shapes don't move on their own,

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and Smart art doesn't update unless you manually type in the names.

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Well,

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those days are over,

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get ready for a surprise.

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All you need is Excel.

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Open it and install the Microsoft Visio Data visualizer add-in.

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Not only is it free,

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but it's also an official Microsoft add-in.

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On the left,

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you have 3 categories,

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basic flow chart,

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Cross-functional flow chart.

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An organizational chart.

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Choose hybrid as an example.

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The way this template works is simple.

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You have data displayed in a table format and a chart that can be easily moved around.

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You can zoom in or out,

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then click on this icon to adjust the diagram.

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As long as you keep the same structure,

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you can copy and paste your data or directly type in your own.

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Be careful with the IDs.

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Case sensitivity is important.

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Each employee must be assigned a unique

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identification number under the default roll type.

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You have a list of 7 categories,

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each assigned a color,

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for example,

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executive and staff in blue,

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and manager in green.

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Under the manager ID,

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the CEO is the main boss,

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so the field is left blank.

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If someone leaves the company,

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you can delete the name

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and select vacant position.

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When you refresh,

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this item appears in gray until the position is filled again.

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If the position no longer exists or is not needed,

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you can completely delete the row from the table.

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To add someone new to the list,

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simply copy the last row

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and make sure to assign a new identification number to that employee.

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After entering your new data,

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refresh the chart to reflect the changes.

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You can now open it online.

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To edit the diagram,

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you need a license.

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Meanwhile,

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you can share it,

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download it as a PDF or image,

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or even better,

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embedded in your company's SharePoint site

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so that everyone can see the real-time update.

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Copy the embed code and add it to the SharePoint homepage web part,

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for example.

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Thanks to this add-in,

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this task is no longer daunting.

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