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Automatic Organizational Chart Maker

4.75 (40 reviews)

Turn your Excel employee list into an Org Chart with photos! This Organizational Chart Maker is a great Excel template for business people.

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TEMPLATE DESCRIPTION

An org chart (aka organigram) is a crucial tool to create a diagram for all types of organizations, since it answers the questions “Who is who?” and “Who does what?”. Correspondingly, it clearly illustrates the roles of the employees and relationships between employees. On the other hand, preparing an organization chart and keeping it updated might bring a redundant workload. Especially if you want to put photos together with lines and boxes, it may become a nightmare! That’s why we have created this Org Chart Template in Excel!

Automatic Organizational Chart Maker makes the process very easy with unique “Photo Upload” feature. All you need to do is to follow 3 basic steps:

Premium-Org-Chart-Maker-Flow-1

  1. Type employee names, roles, reporting lines, and select sub-layout in Excel. (If needed, you can add extra info in this step)
  2. Select who you want to upload a photo of and insert his/her photo from your computer
  3. Click the “Create Org Chart” button and your organizational chart will be ready within a few minutes!

It basically works like this:

Dashboard

Start filling your employee Names and Roles to the table on the Dashboard (Org Chart Data). Reports To column has a dynamic dropdown and more people will appear as you add more employee names. By the way, this tool is designed according to one-to-many organizational relationship so there should be only one empty cell at “Reports to” column (who will be the head of organization.)

Premium-Org-Chart-Maker-S01

Extra Info column is optional. You can select whether to show it or not from the Control Panel at the side of Dashboard. (Show Extra Info)

Sub Layout column defines how will the sub employees will be placed in the chart. If you have a large chart, play with this option to fit employees better to the area. (You can click on “Default Layout” button below for quick default setup.)

If you have any problems with your data structure, you will see the Error Messages in the Control Panel. For example if there are more than one person with the same name you will get an error message. Here, you can also change the box formatting, chart type and insert/delete photos for employees.

Control-Panel-S02

The last section of Dashboard is the Org Box Format. You can change the format (colors, lines) according to your liking and whatever you apply here will be transferred to the organizational chart automatically.

Org-Chart-Basic-Version-S03

Once you are done after you make any changes don’t forget to click the create button again. Lastly, you can clear all info with button at the bottom of the panel.

Org Chart

Finally, your Organization Chart is ready!

Another great advantage of using Excel Template is ability to modify the output as you wish. After you unprotect your sheet (How can I unlock the sheets? What is the password?) and make the headings visible (I can’t see column headings. How to display them?) you can change the box, photo sizes or adjust the column and row structure to see them bigger.

Benefits:

  • Cheaper compared to other org chart tools on web.
  • Very practical, as whole operation is done in Excel.
  • User-friendly thanks to the unique “Photo Upload” and optional “Sub-Layout” features.

Someka Organizational Chart Maker Features:

  • Works both on Mac and Windows. No installation needed.
  • Use already existing employee database in Excel
  • Recommended for all types of organizations
  • Unique “Photo Upload” feature
  • 4 sub-layout options: Below-Horizontal, Below-Vertical, Side-Horizontal, Side-Vertical
  • Extra info may be added optionally
  • Clear on sheet instructions (with turn on/off function)
  • Compatible with Excel 2007 and later versions.
  • Box design can be modified
  • Export to PDF feature
  • Print ready

This Org Chart Maker Excel Template is prepared with VBA. Don’t forget to enable macros before using. If you need customization on your charts just contact us via contact@someka.net

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

Organizational Chart Maker Product FAQ

Can I add multiple managers? Is it possible to create “many to one” connections/arrows in this template?

Nope.

Org Chart Generator supports one to many organizations so your employees can not report to more than one person at the same time.
But if you have to show multiple people, here is a quick workaround for you!

Just create an imaginary boss as a first input and create your chart. Then, make manual modifications in the charts section and delete the person on the top. (Turn line colors to white or delete rows. )

What about the dotted-lines?

You can create dotted lines manually to show the connection between employees.

How do I add Assistant role?

For now, this is not available.

But for the users who would like to change it manually, we may recommend you to play around by changing the lines. Here is a quick tip on how to do that:

This is also one of the long-awaited features so our team has already planned this for the next update. When we update the template, we also send the new version free of charge to our customers who have previously purchased the template.

How can I use the sub-layout option? Should I use it or is it optional?

It is optional.

If you won’t select an option, the template will create an organization chart with a default option. Let’s say, you changed the layout of the manager. Once you do that, the layout of the person who reports to that manager will be affected automatically.

Please do not forget to select the same layout option for all related people.

What if I delete one person from the organization? Should I re-enter my all data again?

For now, we do not have the add/remove rows feature in the existing Organizational Chart Maker template.

It is not possible to do because of the logic behind the template. But we noted this feature for future updates. Moreover, when we update the template, we send the new version immediately to our customers who have bought it before.

Is it possible to show all the departments of the organization on the same chart?

Yes!

It is quite possible but we recommend adding up to 1000 people at the same time to display it properly. Otherwise, it would be impractical to create it.

Can I show the person role at the top and then the name?

Job titles are the core of the organization.

That’s why we’ve tried to create a box format according to the best practices which are used for years by many companies.

Since this is the most essential part of the chart you won’t be able to change the order of the person role and name. But you can change the chart box format such as color and font size from the settings part.

Is it possible to add any arrows?

Yes!

Once you create a chart, you can also make some manual modifications on it. Such as drawing new arrows, changing border colors, and re-shaping the box sizes.

I don’t need to show photos for all employees. Can I show a photo of just specific people instead of showing for all of them?

Not actually.

There is an option to show or hide photos. So once you select to show them, it will be applied to everyone. But you can leave the ones you do not want to add any pictures blank.

org-chart-faq-picture

USER REVIEWS & COMMENTS

40 reviews for Automatic Organizational Chart Maker

  1. Elisa Henry

    It is so well done and easy to use. I’m very satisfied with this template.

  2. Jayant

    I liked the funtionality of the spreedsheet. Its a five from my end. Can I resell this to my client. I mean, Can I share this with other people or on thier projects.

    • Someka

      Hi there, thank you for your comment.
      If you want to share our template with your colleagues in your organisation you should buy a multi-user license. After purchasing a multi-user license, you may put the template on your company network for internal use. Please click here to learn more about our license details.
      But please note that you’re still not allowed to put the template on websites with public access or to resell our products.
      For more information please check here.
      Hope this helps!

  3. JakeW

    Been using this template for a few months and this has been a huge time saver at times.
    Also great customer support.
    Would be awesome if it could show the assistants separately!

    • Someka

      Thanks Jake.
      We are working on assistant feature! When it is done, we will update all our users with the new version for free.
      Have a great day!

  4. JA

    Great template and I found it easy to use. It would also be useful to have an option to add a dotted-line for indirect reporting.

    • Someka

      Hello there! Thanks a lot for your such a great feedback. We will consider your request and if we update it, we will send you for free. Until then we can offer you a quick manual solution for drawing dotted-line:

      Open Format cells with right click -> Border Options -> Select Dotted Line Style

      Dotted-Line-Excel

      Hope that helps!

  5. 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. (even though we have placed a fix for this, export to PDF with Excel button may not work on some Mac machines. But you should be able to do it with the method mentioned above)

  6. Ellie

    Hi, I am very interested in purchasing the Premium version of your software for the company I work for but am wondering if you can advise on the following:
    1. Can you have multiple sheets for different business units or is it just one large spreadsheet?
    2. If one large spreadsheet, can you change the view so it only shows a particular department/team?

    • Someka

      Hi Ellie,

      Thanks a lot for your interest! We will be happy to answer your questions.

      Q1: Of course, you can create a separate org chart for each department. On the other hand, you can use one sheet to show the whole company and departments.

      Q2: We must remind you that if you want to use a single sheet to show all departments, you have to link them to each other. It is not possible to divide them into different labels or categories. Besides that, you can draw additional frames manually to specify each department. But, you should do this after creating the final version of the organizational chart.

      Hope that helps!

  7. Doug

    I am getting this error message all time, “All empty! Start building your chart.” If I paste in 50 lines at a time, for some reason, the “All Empty” message disappears, but it still says in the error box that there are people in the “Reports to” column who are not in the name column – but it doesn’t mark them on individual lines – and, honestly, I don’t think there are any errors actually.
    Is there a practical limit in the number of rows? I’m trying to do an org with 370 employees. Can you help please?

    • Someka

      Hi Doug, we will be happy to help you solve the issues you are having.

      So, we would like to answer all of them below:

      – When you start to fill in the names inside the org chart data table, the “All Empty! Start building your chart.” message will disappear automatically.
      – First, you have to define all person names you would like to use on the org chart. After that, the template will allow you to select that person for the “Reports to” column. So, anyone who is on the “reports to column” should appear also in the “names column”.
      – We recommend adding up to 1000 person so you should be able to add 370 people without any issue.

      Hope our explanation helps you!

  8. Darren

    This was working GREAT when I first got it
    But now it seems to be broken. Probably due to my changes.
    I cut the top layer and put the Role tag anywhere randomly. Can you help me?

    • Someka

      Hi Darren,

      Did you delete anything from the template? It has to be totally related to the modifications, otherwise it should work properly as you say. Would be better if you can send your file to contact@someka.net. In that way, our customer support team can see the exact reason for the issue and help you to solve it asap.

      Best wishes,

  9. Frode Reme

    One of the box is missing in the org. shart (short of space). Can you help? I couldn’t fix

    • Someka

      Hi Frode,

      Thanks a lot for your interest!

      Did you leave a blank line in the data table and then enter another new person? This must be the reason for this issue. Please be careful not to leave any blank rows while entering the data.
      If you still get the same error message even though you remove the blank line, please contact us.

  10. Natalie Tolson

    I am using the template but just have some questions. When you export the chart it is not printable on A3. Tried setting the print area, and set the page up correctly. Also tried to print directly from the excel. We have a large organization. How do I print this?

    • Someka

      Hi Natalie,
      All the arrangements about printing can be done by Excel printing options, on the Letter section. So you can choose the A3 option from there.
      If you have a large organization and want to print all of them, the chart that you will be able to print is limited with the Excel printing options. So, when the size of the organization chart is too big, it won’t be printed on just one page.

      Hope that helps!
      Kindly regards,

  11. 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,

  12. Orlando

    Great product, really easy to use and comes across as well designed and solid. Would give it 5 stars if there was an easy way to add more than 1 extra field to what can be displayed

  13. Prerna Kashyap

    Very good template and user friendly too… Quick customer support is the best part..

  14. Mostafa Mohamed

    Very good

  15. Susan King

    I had a need to use the ” chat “function with Someka for some assistance with a problem I was having and it was very helpful . They were very patient , asked me questions and we worked through it together and I was able to send them my file and there were able to fix the error and send it back in a timely manner so I could get on with my task that had a deadline. I really appreciated their efforts .

  16. Jane Ewing

    This was my very first paid template here on Someka, customer support is super awesome and tech guys are very open and friendly.

  17. mark sandhu

    Easy-to-use org charting tool. Satisfied Customer.

  18. tony23

    Good but not beginner friendly. It was hard for me to understand how to use sub-layout options at first. It goes well after you get used to.

  19. Thomas

    Template designed for small-medium companies (<1000 employees). Great job for small-medium structures, especialy in the positioning of the employees.

    Inconvenients:
    * The more employees you add, the more it weight due to the recalculation in the file.
    * Adding the 1001 employee, you will need to unlock the whole file to adjust all the formulas…. and it's quite long and painfull…

    • Someka

      Thank you Thomas for taking time to write your review.
      In the near future, we are planning to upgrade the codebase and algorithms in the template so that it will work much faster even after 1000 employees.
      We will be sending the updated version to previous customers as well.
      Kind regards

  20. Ankush Rana

    I’m working on an org chart and so far it worked well. Just one thing, I wish to add an assistant position and want to appear it sideways (not below)

    • Someka

      Thanks for feedback! We plan to add assistant feature for the upcoming versions! You will receive it for free, when it gets published.

  21. F. Shah

    Great template but some confusion how many employees can add.

    • Someka

      Thanks for your feedback! Actually default limit for number of employees is 1000. But, if you wish, you can edit the template to add more. However, please keep in mind that, it will be impractical to see that many employees in one sheet.

  22. Erik W

    I searched a long time for a tool to generate an org chart for a > 850 person R&D organization. I was really happy to find someka. There’s no better way to generate an org chart than this. The value of the time it saved me far exceeded the cost of the tool. The org chart tools in MS Office and Visio are really awful in comparison. One really nice benefit is the error checking of the org chart. If there are inadvertent duplications of names, you will find them easily. The ability to perform conditional formatting is really useful (change colors based on org data, for example). When I had a question, someka turned around a solution in less than 24 hours, and solved the problem. I didn’t waste any time wading through “general” outsourced tech support that so many companies have these days. Thanks for an outstanding product!

    • Someka

      Hi Erik. Thanks a lot for your nice comments and really happy that the tool was helpful for you.
      It is so important to get this feedback from such a professional like you!

  23. milena-wood

    Like flexibility

  24. Anniegetyourgun

    This works perfectly for us! It’s saved me hours creating org charts. Great customer support too. Well worth the $!

  25. 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!

  26. Griere Fox

    This tool is really great and does what it says! One time payment and immediate download options make life easier indeed! Thanks again.

  27. Pierce Sreshthaputra Coverdale

    Easy to use to make quick organization chart. Very handy item to have in office

  28. 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 hope you like the tool.
      Password has been sent in the zip package together with the template to your purchase email. (Normally you shouldn’t need it but in case you want to modify the tool, you can unlock with password)
      Kind regards

  29. niko98

    Just used this template. I have no prior knowledge before , customer support is fast enough.

  30. Demi Purnato

    I’m so content that I’ve purchased your Org Chart Maker tool! Great customer support and very useful tool. Worths its price!

  31. MH THAHIR HUSSAIN

    Works great! Thanks

  32. Mohammed Ahmed

    It’s great full template for us thanks someka

  33. 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.

  34. Özgür

    I’think it’s perfect template for our company.
    Thank u Someka’s team

  35. 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.

  36. Maureen Mahoney

    You say the 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 zip package you have received after purchase.

    • Maureen Mahoney

      I looked but couldn’t see a reference to a password
      just a download link

    • Someka

      Ok, maybe you have missed that. No problem. We have re-sent it via email, can you please check that?
      (sometimes emails 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

  37. Lorie Zweifel

    PERFECT!!!!! Thank you
    I need to add one more column to each though… So that it looks like this
    Name___Role___Reports To___INFO___INFO2
    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 INFO1 and INFO2 on another workbook and paste into the generator, under the INFO column.

      For more complex customizations, you can check out our Custom Services.

  38. Laura

    Simple to use. And Does what it says on the tin!
    Good Spend of $$$.

  39. Jose

    Hello,

    I purchased the Org Chart Generator Excel template which I thought I’d love.

    I like that all you need to do is enter names and who they report to and voila.

    What I don’t like is that when I export to pdf, there’s no way to make boxes bigger to make it easier to ready.
    Am I missing something? Is there a way to change the size to make this a lot easier to read. My org chart is only about 20 people.

    Thanks!

    • Someka

      Hello Jose,
      Thanks for your purchase. The sizes of boxes are adjusted automatically to fit the page. What you can do is increase the font of your Org Box at Dashboard. Like this:
      Org Chart Box Format
      Hope this helps!

  40. Leira Gonzalez

    We purchased it !!
    One question: My org file is very broad (the GM has over 20 direct reports) How can i move the boxes vertically so it’s easier to read?
    Thanks for your feedback and patience!

    • Someka

      Thanks for feedback Leira!
      We have built “sub-layout” feature exactly for this purpose. By default, Org Chart maker spreadsheet places the same depth level connections horizontally. But you can easily change this playing with 4 different sub-layout options in the Dashboard > Data table.

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