Importing Data from Excel to Create Organizational Charts

September 8, 2021

12:05 AM

By Kimmie Meunier

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Org Charting with Excel, 9 Purposes of Org Charts: Why Every Business Needs On

While Excel is excellent for storing data, it lacks the ability to provide a dynamic, comprehensive visualization of an organization. Organizational charts make auditing and visualizing key metrics simple, allowing you to present a clear and strategic workforce vision to stakeholders.

Data Centralization in OrgChart

HR data is often kept in a range of systems and applications across an organization, one of which is Excel spreadsheet. OrgChart allows you to load your HR data housed in Excel files, which can act as a main or supplementary data source. Excel is common for appending employee records that might not exist in your core HRIS, such as contractors, or for enhancing existing chart records with additional content, such as performance ratings. 

Data Reporting in OrgChart

Data in rows and columns is a suboptimal way to present metrics to make important business decisions. A single Excel spreadsheet rarely presents the whole picture on the numerous relevant KPIs involved in assessing a HR situation, and it fails to display the impact certain KPIs may have on the rest of the organization. An org chart not only displays organizational structure, but visualizes key metrics, such as performance scores, salary, and span of control.

Converting tables into meaningful visualizations is a slow and tedious process using Excel. OrgChart is specifically designed for the complex job of drawing, formatting, and publishing organizational charts from raw data. Once the entire process of creating org charts is automated, you will save countless hours previously spent performing the task manually in Excel.

OrgChart can easily import Excel data to create charts and remain connected to keep it up-to-date. Chart formatting, data changes, and personnel calculations are quick and easy. Present charts in a variety of formats, including publishing to the company intranet, PDF or PowerPoint. Or break them down into departments and present them on different pages that decision-makers can click through interactively.

OrgChart and Excel

Adding data from an Excel spreadsheet into OrgChart is easy. Simply sign in, and select Excel from the Data Sources dialog box. If applicable, you can also choose an existing HRIS at this point in the process too. From there, browse and select the files you wish to use to create the org chart.

OrgChart how-to access settings OrgChart source settings - Excel

Once you select the file, it’s simply a matter of configuring the mapping of the required fields. If the source file already contains the required fields, OrgChart automates the mapping. Refresh and the chart is complete!

Example sheet to import from Excel to OrgChart Example OrgChart chart imported from Excel

After creating the chart, customize it with colors, fonts, border styles, and your company logo. You can also view, export, and share it as a PDF, PowerPoint, or internal link too. 

Full documentation on using OrgChart with Excel can be found here.