How to Create an Organizational Chart in PowerPoint
Microsoft PowerPoint is a powerful presentation tool and its diagramming functionality may come in handy when you need to create an org chart and you don’t know any professional org chart creator.
In this tutorial, we’ll guide you to create a basic org chart in PowerPoint and recommend an efficient diagramming tool -- Edraw Max – to you, which is easier, faster and more productive than PowerPoint in creating org charts.
How to Create an Organizational Chart in PowerPoint
When you want to create an org chart in PowerPoint, you can just follow the below simple instructions.
a. Add Structure
First of all, you can select and add the suitable organizational structure into the drawing page.
Click Insert tab, find SmartArt, then Choose a SmartArt Graphic dialog box will pop up. After that, click on Hierarchy category in the left pane and choose the desired example structure.
b. Add Text
After adding the organizational structure, you should fill in relative information like positions on the shapes to better illustrate the relationships in the organization, because every shape in the org chart represent a person in the organization and what post he/she stands in.
To add text on the shapes, there are 2 ways to achieve that:
- Click the shape and edit text directly;
- Click the triangle icon on the left side of the org chart, and you can edit text in the pop-up window.
c. Add Shapes
Generally speaking, the default number of shapes in the org chart example is inadequate for most of us. Thus, you need to add shapes into the org chart.
Select the shape, go to Design tab, choose Add Shape and select the way to add a shape based on your needs.
For example, if you choose the shape of Director Manufacturing and the option “Add Shape After”, then the newly-added shape will be added on the right side of Director Manufacturing box.
If you choose Add Shape Above, then the blank shape will replace the Director Manufacturing box, the Director Manufacturing will move to the lower level and become the subordinate of the person who is in the blank shape.
d. Move Shapes
Choose a shape, the Design tab of the SmartArt Tools will appear on the ribbon.
For moving shapes, you can use Promote/Demote and Move Up/Move Down functions on the Design tab to achieve different effects.
To promote/demote a shape:
Select Director Manufacturing, choose Promote and the level of this shape will be increased by 1 level, so the Director Manufacturing now is at the same level as the President.
On the contrary, when you select Director Manufacturing, choose Demote and the level of this shape will be decreased by 1 level, so the Director Manufacturing is at the same level as other directors.
To move up/move down a shape:
Select Director Manufacturing, choose Move Up and this shape will be moved horizontally, so the Director Manufacturing now is in front of Director Sales.
Instead, when you select Director Manufacturing, choose Move Down and the Director Manufacturing will be behind Director Sales.
e. Format an Org Chart
When you select a shape or the whole org chart, the Design and Format tabs of SmartArt Tools will pop up on the ribbon.
On the Design tab, you can change the chart layouts, theme colors, SmartArt styles, which are all for the whole org chart.
On Format tab, you can change shape sizes, shape styles, WordArt styles and arrangement, which are for all shapes.
How to Create an Organizational Chart in Edraw Max
It really takes much time in filling the organizational structure and requires plenty of additional steps when making an org chart in PowerPoint.
Whereas, using the professional org chart creator -- Edraw Max -- could become a wonderful choice. You don’t need to waste extra time in making preparation. With pre-made templates and abundant symbols, Edraw Max can save your time and energy to create high-quality org charts.
The steps of creating an org chart in Edraw Max:
- Enable Edraw Max and select a desired org chart template in the Organizational Chart gallery.
- Double-click the template to enter into the drawing interface.
- Modify and customize the template to create your own org chart with special drawing tools, including changing photos, changing display options, importing org data, etc.
- Save and export the org chart in your desired file formats.
How to Export an Edraw Max diagram to PowerPoint
You can build creative and complicated diagrams in Edraw Max and export them into editable PowerPoint files. Go to File tab, click Export > Export to PowerPoint, and the system will automatically save and download the created org chart as a PowerPoint file. So you can get an org chart in PowerPoint format. All the Microsoft Office files exported from Edraw Max are editable.
Thus, there will be less trouble or difficulty in creating an org chart in PowerPoint with the help of Edraw Max and you can freely share your diagrams made by Edraw Max with your colleagues or friends who don’t use Edraw Max.
In addition, you and your friends are able to edit and modify the exported org chart in Microsoft PowerPoint (only for 2013 or above version).