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This chapter is from the book

This chapter is from the book

Creating an Organization Chart

An organization chart shows the reporting relationships between individuals in an organization. For example, you can show the relationship between a manager and employees within a company. You can create an organization chart using a SmartArt graphic (New!) or using Microsoft Organization Chart (in Excel), which is available on the Picture submenu on the Insert. A SmartArt graphic organization chart makes it easy to add shapes using the graphic portion or the Text pane.

Create an Organization Chart Using a SmartArt Graphic

  • yellow-circle-01.gif Click the SmartArt Graphics tab on the Elements Gallery.
  • yellow-circle-02.gif Click the Hierarchy button on the SmartArt Graphics tab.
  • yellow-circle-03.gif Click one of the SmartArt Hierarchy styles.

    The SmartArt graphic appears with a Text pane to insert text.

  • yellow-circle-04.gif Label the shapes by doing one of the following:

    • Type text in the [Text] box.

      You can use the arrow keys to move around the Text pane.

    • Click a shape, and then type text directly into the shape.
  • yellow-circle-05.gif To add shapes from the Text pane, place the insertion point at the beginning of the text where you want to add a shape, type the text you want, press Return, and then to indent the new shape, press Tab or to promote, press Shift+Tab.

    You can also click the Org Chart button on the SmartArt Graphic Styles panel, and then select the type of shape you want to add.

  • yellow-circle-06.gif When you’re done, click outside of the SmartArt graphic.

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