Where is organization chart in word
Click on any shape to edit the employee data within it. Connect shapes to each other and build out a hierarchy by dragging out from the red dot that appears when you hover over a shape.
To streamline your work, Lucidchart offers a feature to all paid accounts that will allow you to import your organizational data. All you have to do is provide the data and Lucidchart will do the diagramming for you! To begin, organize your data in a spreadsheet and be sure to save your spreadsheet as a CSV.
Some of the fields you may consider including are:. Now, you are ready to import the data! Whether you built your org chart manually or imported the data, editing your org chart in Lucidchart is easy and intuitive. Simply click "Layout" from the context panel to easily add and hide fields and edit shape layout. After creating your organizational chart in Lucidchart, you can insert your org chart into any Word document. Here are the steps:.
Access Lucidchart within your Add-Ins tab, and insert the org chart that you have already created or create a new diagram. Try out Lucidchart today to create and share organizational charts in Word. As a collaborative visual workspace, Lucidchart makes working with others in real time simple and easy. Product suite Product suite See and build the future with a powerful visual collaboration suite.
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IT Speed up security reviews and troubleshoot issues quickly. Other versions of Word will have variations in how the items appear, but the steps are similar. You can also use the SmartArt feature in Excel to create an org chart. In addition to adding or editing text in a shape which are also called autoshapes , you can add or edit text in the text pane.
In the text pane, the L-shaped icon represents an assistant. Bullet points correspond to all other positions. The text pane is the easiest way to add or delete new shapes, as well as move shapes up or down levels.
Once you create an org chart, you can easily make changes to it by using tools in SmartArt. If the changes need to apply to all shapes such as the background color or the shape itself or all text such as a font or color , use the Select All command from the Edit menu before making the change. Add a Shape: Select a shape the default shape is a rectangle and click the plus button on the text pane.
The new shape will be added on the same row as the selected shape. A couple things to note:. Add an Assistant: If the org chart already has an assistant, select that shape and follow the directions above to add a shape in the text pane. If the assistant box has been removed, or if an assistant is needed for another position, click the shape where you add the new assistant shape, then click SmartArt in the ribbon, click Org Chart , and click Add Assistant.
Resize a Shape : Click the shape, then drag the handles on the corners or sides to make the shape larger or smaller. The new shape will be in a subordinate position. Change the Text: This is no different than changing other text in Word: Highlight the text, and then change the font, the color, the size, or any other aspect using the options in the Home tab.
Change the Layout : Click the Hierarchy menu on the SmartArt ribbon to change the layout of your org chart. These options will differ based on the selected layout. Another option is to select the Circle Picture Hierarchy layout, then add a picture for each position by clicking on the placeholder and inserting an image.
Modify a Relationship : The easiest way to change a relationship e. Follow the steps for deleting a shape and adding a shape outlined above. The default design works well for many situations, but users have a great degree of control over the appearance of each element in the chart.
To insert a box at the same level as the selected box but before it, click Add Shape Before. The new box takes the position of the selected box, and the selected box and all the boxes directly below it are each demoted one level. The assistant box is added above the other boxes at the same level in the SmartArt graphic, but it is displayed in the Text pane after the other boxes at the same level. Add Assistant is available only for organization chart layouts. It is not available for hierarchy layouts, such as Hierarchy.
When you need to add a box to your relationship graphic, experiment with adding the shape before or after the selected shape to get the placement you want for the new shape. Although you cannot automatically connect two top-level boxes with a line in the organization chart layouts, such as Organization Chart , you can imitate this look by adding a box to the top level to your SmartArt graphic and then drawing a line to connect the boxes. On the Insert tab, in the Illustrations group, select Shape , select a line, and then draw a line between the two boxes.
Learn more about drawing lines by reading Draw or delete a line or connector. To move a box, click the box that you want to move and then drag the box to its new location. To move or "nudge" the box in very small increments, hold down Ctrl while you press the arrow keys on your keyboard. To show a dotted-line reporting relationship between two boxes, change the style of the line between the two boxes.
Click Line or Line Style , and then click the Dash type that you want. A hanging layout affects the layout of all boxes below the selected box. Although you can use other hierarchy layouts to create an organization chart, hanging layouts are available only with organization chart layouts. To center the selected box above the boxes below it and arrange the boxes below it horizontally with two boxes in each row, click Both.
To arrange the selected box to the right of the boxes below it and left-align the boxes below it vertically, click Left Hanging. To arrange the selected box to the left of the boxes below it and right-align the boxes below it vertically, click Right Hanging. You can apply color combinations that are derived from the theme colors to the boxes in your SmartArt graphic.
Tip: When you place your pointer over a thumbnail, you can see how the colors affect your SmartArt graphic. Right-click the border of a box, and then click Format Shape on the shortcut menu. To specify how much you can see through the background color, move the Transparency slider, or enter a number in the box next to the slider.
A SmartArt Style is a combination of various effects, such as line style, bevel, or 3-D, that you can apply to the boxes in your SmartArt graphic to create a unique and professionally designed look. To see more SmartArt Styles, click the More button. Tip: For even more effect options, such as shadow, glow, and reflection, under SmartArt Tools , on the Format tab, in the Shape Styles group, click Shape Effects , and then choose the effect that you want.
Create an organization chart video. Animate charts and SmartArt video. Show or hide information in a Visio organization chart.
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