How to create organizational chart template using excel VBA programming? We’ll use our hierarchy visualization tool to create an organizational chart template.
It was hard to decide if we should place today’s article to the Excel charts or rather VBA categories for it is fit to both of them. As a final decision it gat placed with the Excel charts because the subject today will not only be data visualization but also useful Excel tips.
The Excel template is nothing else than the portrayal of organized structure model or corporate structure. Not only Excel but Word and PowerPoint programs also contain tools for this job.
Today’s article will introduce a solution that able you to create an organizational chart template with only a push of a button.
Demonstrate Relationships using Org Chart
We need the knowledge of some VBA programming but the realization will not be complicated. On the picture below a three leveled structure can be seen.
We will ignore the top level box, this cell you can fill out arbitrary and assign name to it.
On the top level there are the managers and each and every manager has one or more Sales Manager (as it can be observed in real life). On the third level of the structure there are the Sales Representatives, the nature of the relation can be 1:1 or 1:N.
Shortly about relations: you don’t have to think of anything complicated. The relation 1:1 means that one employee belongs to one manager. The relation 1:N means that one manager can be responsible for more employees.
In our example (and also in the downloadable tool) we have maximized the view of the organizational chart in three levels, but of course this can be arbitrary broaden.
On the figure below we show that to draw the template in what order we have to supply the base data. Please look at this carefully because to give the starting arrangement correctly is very important.
After you managed to assemble the typical structures of a given corporate; click on the Visualize! Command Button and this will do the visualization for you.
Organizational Chart Template – Hierarchy visualization
The usage of the organizational chart template is very wide: we can apply it in the field of Human Resource when we have to demonstrate the relationship between the managers and the employees within a company.
If we look at its use from the project management viewpoint think about that this solution will be very useful to assign tasks to be performed to the participant colleagues in a given project.
With the help of this little Visual Basic code you can arbitrary change the organizational chart template’s look.
If insertion of more levels is needed then broaden the header for example with a Level4 remark and insert more employees or tasks.
The VBA program code can be expanded and modified, if you have the mood than engage in the programming of the VBA SmartArt objects, in a short time you can achieve great results.
If we use Excel to increase efficiency and decrease the time consumed by work than we will have a lot more time to figure out more and more automatization.
This little example showed us again that the possibilities of Excel usage are almost endless.
The created data visualization of course can be further beautified, use the built in Excel styles, shadows and other different effects, you can modify the template just as you wish. Update: from now Organizational Chart Maker is a part of our chart add-in.