An organization chart is a useful tool for defining the structure of your company. You can also use one to organize job positions or even a family tree. Here is an easy way to create an organization chart using Google Sheets.
Set your data
Google Sheets offers an organization chart as one of its built-in options. However, before you can create the chart, you need to make sure your data is set up correctly.
For a chart that uses people, you would set the names as follows:
- In the first column, enter the names of everyone you want on the chart.
- In the second column, enter who those people report to, for example their managers.
If you’re setting up locations instead of people, enter each location in the first column and the location above it in the second column. For a family tree, enter the name of each family member in the first column and the parent in the second.
You can enter notes in the third column that appear when you hover the cursor over a node in the graph. Each row should be a different person or position.
Create the organization chart
Once the data is set, create the chart it only lasts a minute. Select the data to include and click Insert> Chart from the menu.
A default chart type will appear and the Chart Editor sidebar will open. At the top of the sidebar, click the Chart Type drop-down arrow, go to the bottom under Other and select the organization chart.
The organization chart will appear on your sheet. From there, you can confirm that the structure is set up correctly. You can also drag a corner or edge to resize the chart.
Personalize the organization chart
You have some customizations you can make to your org chart in Google Sheets. Select the chart, click on the three dots at the top right and select “Edit Chart”.
When the Graph Editor sidebar appears, choose the Customize tab. Expand “Org” and you will see your options.
You can change the size with the options for small, medium and large. You can also choose the color for the nodes along with the color for a selected node.