Google Sheets is a great tool for creating an organizational chart. You can create a chart in minutes, and it’s easy to use. To create a Google Sheets organizational chart, follow these steps:
- Choose the type of organization you want to create a chart for. There are three types of organizations: business, nonprofit, and government.
- In the left-hand column, choose the type of organization you want to create a chart for. This can be business, nonprofit, or government.
- In the right-hand column, choose the name of your organization. This will be used in the table below to show how your organization looks on yourchart.
- Click on the “Create Chart” button in the left-hand column and then click on “Chart Type.” There are three types of charts: bar charts, pie charts, and line charts. You can choose which type of chart you want to create by clicking on one of the options in the “Chart Type” field below. (Business) (Nonprofit) (Government) Bar Charts Bar Charts The bar charts are great for showing how many people are working at your organization compared to how many people were employed at your company one year ago or one month ago or one week ago or one day ago or even one hour ago! They’re also great for tracking growth or decline over time! Pie Charts Pie Charts A pie chart is perfect for showing how much money your organization has raised or spent over time! They’re also great for tracking inventory levels and profits! Line Charts Line Charts A linechart shows how much revenue each division is making versus each expenditure! They’re also great for tracking stock levels and trends!
An organizational chart is a helpful tool for laying out your company’s structure. You can also use one for organizing job positions or even a family tree. Here’s an easy way to create an organizational chart using Google Sheets.
Set Up Your Data
Google Sheets offers an organizational 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.
RELATED: How to Create an Organizational Chart in PowerPoint
For a chart using people, you would set up 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, like their managers, for example.
If you are setting up positions instead of people, you would enter each position in the first column and the position above it in the second column. For a family tree, enter each family member’s name in the first column with their parent in the second column.
You can enter notes in the third column that display when you place your cursor over a node in the chart. Each row should be a different person or position.
RELATED: How to Create a Family Tree in Microsoft PowerPoint
Create the Organizational Chart
Once you have your data set up, creating the chart takes only a minute. Select the data to include and click Insert > Chart from the menu.
A default chart type will display and the Chart Editor sidebar will open. At the top of the sidebar, click the Chart Type drop-down arrow, go to the bottom below Other, and select the Org Chart.
The organizational chart will pop onto 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.
Customize the Organizational Chart
You have a few customizations you can make to your organizational chart in Google Sheets. Select the chart, click the three dots on the top right of it, and pick “Edit Chart.”
When the Chart Editor sidebar displays, choose the Customize tab. Expand “Org” and you’ll see your options.
You can change the size with options for small, medium, and large. You can also pick the color for the nodes along with the color for a selected node.
For other types of visuals in Google Sheets, take a look at how to create a geographical map chart with location data or make a Gantt chart for your next project.