how to import excel spreadsheet to creat org chart in lucidchart

Save the workbook to a OneDrive or SharePoint location.Įnsure that an empty cell is selected in the workbook. Open Excel for the web and create a new Blank workbook. Here we focus on using Excel and Visio in a web browser. The Data Visualizer add-in is available for Excel on PC, Mac, and the browser with a Microsoft 365 work or school account. Start with the Visio Data Visualizer add-in An advantage of this process is that when changes occur, you simply update the employee data in the Excel workbook and then click a button to entirely refresh the Visio diagram. There are several steps in the process, all described below. You'll replace the sample data with data about the people you want to include in your organizational chart. We'll give you some sample data to make it easy to get started. The org chart is derived from data in an Excel workbook. If you want to make an org chart that is not based on Excel data, see Create an organization chart in Visio.

It isn't available for personal Microsoft 365 accounts (Hotmail,, , etc.).

It is easy to create an organization chart from employee data in Excel with Lexchart.Important: This process only works if you have a Microsoft 365 work or school account. You can use the formats to embed your org chart in Excel, PowerPoint, Word, or another application. In addition to sharing an organization chart, you can download the org chart in four file formats: PDF, JPG, PNG, and SVG. When they log in, they will have access to the chart. Lexchart will give you a special link which you can send them. Select the Share button and enter their address. With your organization chart from Excel designed to your needs, you can share the org chart. You can switch from Auto mode to Manual mode to move any cards or lines on the chart. You can use a full set of design tools to make the org chart look the way you want. Lexchart will draw the organization chart for you automatically. You can add other data like job title, start date, and employee number. Lexchart prompts you to say which column is the employee and which is the manager. Import Excel org chart data Map column to Lexchart Select the CSV file with your data for import. From the Charts page, select the Import button.

How to import excel spreadsheet to creat org chart in lucidchart