Automatic Organizational Chart Generator – Advanced Version
Create Org Charts in Excel easily! Automatic Org Chart Maker is a great template for business people who don’t want to waste time on charts.
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TEMPLATE DESCRIPTION
Organizational chart is crucial for all types and scales of organizations since it answers very important “Who is Who?” and “Who Does What?” questions. Accordingly, they illustrate not only roles of the employees but also the relationships between people in an organization. On the other hand, keeping org chart template updated is not that simple for medium and large organizations due to frequent assignment changes. This Automatic Org Chart Maker – Advanced Version will allow you to generate an organizational chart for medium and large organizations, in JUST 2 STEPS:
1. Step: Type employee names, roles, reporting lines and select layout in Excel.
2. Step: Click the button
Basically, it works like this:
Dashboard
Before you get started in the Org Chart Maker, you can organize your employee data in another spreadsheet for easy import. Then fill in the information on the dashboard manually or from the file that you already have.
Once you type in the names, the Reports-To column will provide a drop-down which you can select the people of your company. Please note that if you change the name of a manager, you need to re-select it from the Reports to drop-downs of each person who is reporting to that manager.
Sub Layout column is designed to replace the people on the chart. If the placement of the boxes is not like what you would like to see, you can play with options to fit people better to the area.
In case you make a mistake while typing your data in Dashboard, check it out Control Panel section. Error message will pop up to warn you. Lastly, with Org Box Format setting, put the colors, lines you want to apply to all the boxes on the chart and you will see that it will be colored automatically when you press the Create Org chart button again.
Org Chart
Now, after you create an organogram for your organization you can get print out with Export to PDF button on the top of this page.
Need to increase the box size? You can change the width or height of the cells to increase size. Just follow these steps:
- Unprotect your sheet (How can I unlock the sheets? What is the password?)
- Make the headings visible (I can’t see column headings. How to display them?)
- Adjust the column and the row structure of the Chart!
Org Chart Template Advanced Version Features:
- Unique org chart template for auto-generation of org charts in excel
- No installation needed. Ready to use.
- Recommended for medium and large organizations which have +40 employees
- 4 Reporting line layout options: Below-Horizontal, Below-Vertical, Side-Horizontal, Side-Vertical
- Clear on sheet instructions (with turn on/off function)
- Compatible with Excel 2007 and later versions.
- Includes VBA code and macros, don’t forget to enable macros after you get it
- Easy to use and nice design
- Changeable Box design
- Export to PDF feature
- Print Ready
Someka Organization Chart Generators Comparison
Links to versions:
PRODUCT VIDEO
Watch the video below to see the template in action! Presentantation also includes usage notes, explanations and tips & tricks about the template.
FREQUENTLY ASKED QUESTIONS
USER REVIEWS & COMMENTS
17 reviews for Automatic Organizational Chart Generator – Advanced Version
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Douglas LaFrance –
I’m getting the ‘Reports to’ should exist in names colum error on every line even though the names ARE in the Reports to column. How can I fix this?
Someka –
Hi Douglas,
Thanks for your interest!
There are some points you need to be careful about inputting data.
– All the people on the reports to the column have to be in the Name column previously as well. Otherwise, the template can not relate to those people and show it in the dropdown button on the reports to column. So please make sure that you input the person which has to be reported from another person just above that person in the Name column.
– Please do not use the same name multiple times
– Do not leave any blank rows
First, please make sure that you check those points, if the error message still appears do not hesitate to contact us.
Best regards,
Frans –
Very useful Org Chart Generator. Easy to understand and use. However the hierarchy is only top-down with one top-parent member. I would like to have also the possibility to produce a chart of a member with two or more parents and then several levels up. Is this available/possible?
Someka –
Hello there! Thanks a lot for your such a great feedback. We have received lots of feedback on this topic, so our developers are working on it. Thanks!
Tonia –
Fantastic tool and outstanding customer service. Customizations to an existing tool was fast and exactly what I needed. I will recommend SOMEKA services and will utilize in the future. Many thanks!
Del –
This was a very useful product. Worth the money! Easy to use!
Juerg –
Perfect and easy-to-use tool for creating org charts, also excellent customer service through the real-time chat function. One feature missing is that the tool does not support the drawing of support staff positions (e.g. assistants). Also for rather complex organizations the tool at some point will stop adding new org layers vertically but will place them horizontally instead.
However, both raised points are relatively minor issues and I would certainly recommend the tool to anyone that has to create org charts – it is great value for money!
Claude Ramples –
Thanks for great customer service and prompt responses! Very happy indeed with the org chart maker!
cynthiagerdes –
Helped me save a tremendous amount of time. Would definitely recommend!
Sherrie –
Hi guys – super excited to use the Org Chart Generator however I have not received the password.. I’ve checked my Junk folder as well just in case!
Someka –
Hi Sherrie. Thanks for your purchase and glad you liked the tool.
We have now sent you the password to your personal email. (Normally you shouldn’t need it but in case you want to modify the tool, you can unlock with password)
Kind regards
Martin –
I’ve been looking for a tool like this for a while.
It’s elegance is in it’s simplicity.
Works exactly how you think it should. Makes clean and good looking org charts.
Support has been very good.
Dave Allen –
This template does EXACTLY what it says it does. Powerful and flexible, this tool allowed me to validate a large org chart against an Enterprise HRIS application we were standing up. I got that task done in one hour with that tool. Awesome.
Marry –
Great Org Chart Maker tool! So simple and straightforward. Thanks a lot!
Maureen Mahoney –
You say the Adv Org Chart includes VBA code, but the workbook is protected
Someka –
Hello. Yes, it is protected for your own convenience but you can unlock it with the password in your purchase email.
Maureen Mahoney –
I looked but couldn’t see a reference to a password
just a download link
Someka –
Ok, maybe you have missed that. We have re-sent the email, can you please check that?
(sometimes mails may go to spam folder according to your mail filters)
Maureen Mahoney –
got it, many thanks!
I’m very happy with the product and the service
have a wonderful day
Gemini –
Great App. It’s easy to use and modify the org. Thank you for saving my life. Highly Recommended.
Matt O. –
Hi Guys,
I recently purchased the Advanced Organization Chart Generator. It works great except for when I try to export the completed chart to PDF.
I run the application on a Mac Book Air and when I try and export it displays an error with the following text;
Run-time error ‘1004’: Application-defined or object-defined error
Can you please advise what the fix is?
Someka –
Hello Matt,
Glad to hear that the tool was useful for you.
Regarding exporting to PDF, instead of pushing the button can you just follow this way: File -> Saveas -> PDF (dont forget to give a different name for your pdf)
That should let you export to PDF. (this can happen sometimes on Mac machines)
Lorie Zweifel –
PERFECT!!!!! Thank you
I need to add one more column to each though… So that it looks like this
Name Role INFO Reports To
I don’t want to mess up this magic
Someka –
Hi Lorie. Thanks for the feedback.
Adding new columns is not possible by default (it may break formulas) But you can join your Role and INFO on another workbook and paste into the generator, under the Role column.
In premium version, you can find “Extra Info” column! Automatic Org Chart Generator – Premium Version
Laura –
Simple to use. And Does what it says on the tin!
Good Spend of $$$.
Jo –
Excellent Org Chart Generator ! It was very useful and simple to use for us. Great job !