This Slideshare presentation is a partial preview of the full business document. To view and download the full document, please go here: http://flevy.com/browse/business-document/organization-chart-maker-for-microsoft-excel-247 Quick and easily generate your own Org Charts in Excel from a plain data list. Quickly and easily generate your own organization charts from a plain list of data with Organization Chart Maker for Microsoft Excel. Apply colors and formats. Integrate external data from ERP or HR management systems like or Microsoft Dynamics Navision, SAP, PeopleSoft, Oracle, etc. Chart Stock & Portfolio listings, team members planning & company ownership charts. Runs in Excel, no installation required. ----- Really EASY to use - If you know Excel, you know this! Just fill in the values in the Input Cells (or import them from an external application, like SAP, Oracle, Microsoft Dynamics or any ERP / RH / any management package) and press the "Run" button to create several different styles of Organizational Charts. The system will generate a new workbook with the resulting Org. Charts. This new workbook HAS NO MACROS on it, just the resulting chart. Change, save and email it as any other regular Microsoft Excel file.

1. Doesn't work? Click Here
Title 20 Start on Row
Chart Format ALL Levels to Include
ID Parent ID Function Assistant Color Note
1 0 CEO Green Recently Appointed
2 1 CFO Red PhD in Finance
3 2 Finance Yellow Deputy
4 2 Treasury Yellow Deputy
5 4 Treasury Assistant Blue
6 1 COO Red Industrial Engineer
7 1 PA Yes White Secretary to the Board
8 6 Manager Yellow Production
9 8 Line Dark Green Deputy
17 8 Quality Control Blue
18 9 Line Pink Line 1
19 9 Line Dark Green Line 2
13 4 Treasury Assistant Blue
15 6 PA Yes White Operations Assistant
16 6 Manager Pink Packing
10 1 CIO Dark Blue Software Background
20 10 Operational Orange Applications
21 10 Operational Orange Infrastructure
22 20 Developer Gray Windows
23 20 Developer Gray Linux
11 1 Sales Red
12 1 Marketing Red
14 1 Customer Service Red
24 12 Manager Yellow Consumers
25 12 Manager Yellow Enterprise
26 25 Account Dark Green Corporations
27 25 Account Dark Green Medium Size
28 25 Account Dark Green Small Companies
1 0
2 1
3 1
4 2
5 2
6 4
7 6 123,456 $42.55
8 6 99,400 $33.22
9 6 1,000 $390.22
10 6 200,000 $120.88
11 5
12 11 50,000 10 Years
13 11 1,000,000 2%
14 5
15 14 33,250 3.5% / 1 year
16 14 10,000 5% / 5 Years
17 3
18 3
19 18 1,000,000
20 18 500000 Rented 5 Years
21 18 100000 Rented 3 Years
22 17 22,000
23 17 33,000
1 0
2 1
3 1
4 1
5 1
6 2
7 2
8 3
9 3
10 3
11 8
12 8
13 9
14 9
15 10
16 10
17 10
18 4
19 4
20 5
21 5
22 5
1 0
2 1
3 1
4 1
5 1
6 1
7 1
8 1
9 2 Macro
10 2 Macro
11 2 Macro
12 2 Template
13 3
14 13 Bundle
15 13 Bundle
16 3
17 16 Bundle
18 4
19 18 Macro
20 18 Macro
21 18 Macro
22 4
23 22 Macro
John Wi
William Temp
William Worth
Melissa Joel
Marcus Whitt
Anthony Liu
Juliana Lay
Martin Klay
Carl Thomas
Joana Elms
Julia Thomas
Mark Storm
My Portfolio
Financial
Real Assets
BudGex - Budget Generator for Microsoft® Excel® Microsoft® Excel®
Traditional Calendars for Excel
Others
Get all OfficeHelp.Biz TEMPLATES at once!
Others
Download our PC TIPS in a single PDF file!
Calendars
Calendar Plan Generator
Custom GANTT Charts for Microsoft® Excel®
Calendars
Get all OfficeHelp.Biz CALENDARS at once!
PC Tips
Templates
Newsleters
NAVIGATION
HOME
Calendars
Food Packaging
Lojistics
Traditional Calendars for Excel
Calendar Templates 2011/2012 with Holidays (USA / UK / Australia / Canada) for Excel
Store C
Offices
Store A
West Cost
East Cost
Warehouse
Downtown
Store B
Factory
Industry
Retail
Agri Foods
Storage Foods
Calendar Plan Generator
Custom GANTT Charts for Microsoft® Excel®
Store A
Store B
Bundles
Macros
Company D Shares
Bonds
Bond Company 10
Treasury Bonds
Retail
Industrial
Gold
Silver
Holding
Deposits
Bank A
Food
Real Estate
Bank B
Commodities
Real Estate
House - Residence
House
Store
Chris Rodes
High/Medium Risk
Company C Shares
Low Risk
Stocks
Company A Shares
Company B Shares
Joan Hart
John Hoover
Diane Kepling
Mathew Right
Name
John Smith
Melinda Wells
Ruth Barnes
Dwight Johnson
Mariana Klim
Susan White
John Doe
Click here to CUSTOMIZE your Organization Chart (Fonts, Colors, Column and Row sizes, …)
Organization Chart Maker for Excel Vs2.11
Organization Chart Members List
Company Org Chart
Alicia Jones
www.officehelp.biz
Office Software Solutions
© OfficeHelp.Biz
Organization Chart Customization
Richard Simpson
Armando White
HELP using this macro.
All
Margarida Connors
Organization Chart Maker for Excel Vs2.00

2. Set Chart Dimensions & Look
9.2 Column Width 15.0 Org Box Row Height Defines the Column Width and Row Heights for the Output.
8.0 Splitter Row Height
Change the Font of each Cell to customize the corresponding Org Chart area.
Font Main Title Font Name Each font will be copied and applied to the corresponding cells on the Output.
Font Function
Font Note
Yes Copy the "INPUT" sheet Header & Footer (printer) to the Output (Org. Charts) Defines Generic Settings for the Application
No Show Pop-Up Messages when running macro
Label Color (Background) Yes Apply color from table if a color label is found on the "Organization Chart Members List".
Red
Blue If active, any color label on the "Organization Chart Members List" (column H) will be converted to the
Green appropriated color as defined on this table.
Yellow
Dark Blue This feature allows this software to be used with lists created on external software that cannot export Excel
Dark Green colored cells but can export text files.
Orange
Brown Create a report on the source software (ex: ERP or RH software) that exports a text file with the same columns
Pink as the "Organization Chart Members List" and load it into Excel. This feature will apply the colors to the H column
Black cells based on the color label.
White
Gray
Back to the Main Display user interface.
Set FONTS (Size, Color, Bolds, etc)
General Settings
Organization Chart Maker for Excel Vs2.11
Organization Chart CUSTOMIZATION
Set Dimensions
Title & Generic Labels Org. Box Fonts
Set Colors Text Equivalence

3. -
-
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Why do I get a Macro security warning when opening the macro ?
Macros are a very useful tool to automate tasks in Office. Unfortunately, like another programming language, it can be misused.
There are office Macro Virus, so office can be configured to request permission to run macros. Only run macros from known sources.
OFFICE 2007 / 2010 Detection & Support
This macro will detect Office 2007 and will use the Extra columns available (Excel versions previous to 2007 are limited to 256 columns).
With Office 2007 / 2010, it is possible to create very wide Organizational Charts.
The macro is supplied with sample data and ready to use. To try it, just click the Run button on the INPUT sheet. A sample Org Chart will be created.
If NOTHING HAPPENS when you click the Run button, then macros are disabled. Please use the link below to set the macro permissions:
Once the sample Org. Charts have been created, it should be simple to relate them with the original data on the "Organization Chart Member List".
How to use your own data to create Organizational Charts?
To replace our sample data with your won data, follow these steps on the INPUT SHEET:
1) Use the Reset List b utton to erase all existing data. This will demand a double confirmation;
2) Enter your own data into the "Organization Chart Member List" starting on row 20 and column B;
3) Click the Run button to see the results;
4) Adjust the data as appropriated and Run again until satisfied with the results;
How to input the Members List for the Org. Chart?
Insert data for each Member on the appropriate column of the member list starting on row 20:
ID: Unique identifier for a member. Must be unique on the whole list and must be a positive whole number.
IDs must be unique but do not have to be in order. The ID order is also not related to drawing order.
Parent ID:ID number of the member parent. If you have a subordinate or assistant, then its the boss ID.
The ID for the TOP member should be 0, as it has no Parent.
If the ID for the Parent doesn't exist on the Member List, this member will not be included on the Org Chart (as it has no one to descend from).
Name: Member name. On an organization chart, it should be the person name, but it can be changed for any text (company name, etc).
The name if the TOP of the 3 content rows each member has.
Function: Member Function. On an organization chart, it should be the person function, but it can be changed for any text (department, number, etc).
The FUNCTION if the MIDDLE of the 3 content rows each member has.
Assistant: Enter YES if this member is an Assistant to its Parent member. Leave empty if not.
Assistants are drawn in a different position that subordinates - between the Parent and its Subordinates.
Color: Either enter a color directly (by coloring the cell background) on enter a color name. The macro will use the cell background color.
For a color name to work, it is necessary to use the "Set Colors Text Equivalence" on the CONFIG sheet (ON by default).
Set each color name and equivalent color on the CONFIG sheet table on cell C33. The macro will locate each member color name and if found
on the table, will automatically apply it to the member list cell. If not found, then the cell background will be left without changes.
Note: Member Note. Free text field for each member. Use it to display any additional text not included on name or Function.
The NOTE if the BOTTOM of the 3 content rows each member has.
Is data validated before running the macro?
Yes, your data will be validated by the Run button and any invalid data will be identified for correction.
The Excel cells themselves have built-in validations that won't let you enter invalid values like negative IDs.
How does the macro knows when the Members List end ?
What are the 4 option fields near the Run button? How to use them?
Near the Run button, there are 4 fields that can affect the output files - the Organization Charts created by the macro.
Title Field
The name of the worksheet on the generated chart. This name must be a valid Excel worksheet name and will be validate by the RUN button.
In case an invalid name was used, an error message will be shown (which explains the invalid characters) and the macro will stop before creating the Org. Charts.
Start on Row
Organization Chart Maker for Excel Vs2.11
Help - Index
How to create your Organizational Charts (INPUT Sheet)
Generic Macro Options
Advanced Customization (CONFIG Sheet)
Click here for more information on how to setup Excel macros.
Click here for more information on how to setup Excel macros.
The macro will stop loading the member list on the first row with no data on the ID field. The actual Org. Chart will stop once all children of the selected start member are included,
even if more members exist.
How to create your Organizational Charts (INPUT Sheet)

4. Defined the TOP element when drawing the Org. Chart. By default, it is the first row on the Member list but can be any row on the list.
This allows a single Member List to create multiple charts, and to create sub-charts (example: the full company organization starts on row 20, the Legal Department
on row 35, the Marketing Department on 50. If you start with row 20, the whole company will be charted. If row 35 is selected, only the Legal department is charted.
Levels to Include
Define the number of vertical levels to include. By default is "ALL", meaning all available levels, but it may be set to a specific number.
Example: On a Department with 4 reporting levels, only the first 2 may be necessary on a chart (Manager and Direct Reports).
Chart Format
Defines the Org. Chart Format. There are 2 formats and 3 options available:
All - Default option. Creates 2 Excel workbooks, each with one of the 2 formats (Wide and Narrow) on a single run.
Wide - The last level of the chart is drawn with all members split horizontally over the same row. Produces wider (more columns) but shorter (less rows) charts.
Narrow - The last level of the chart is drawn with all members split vertically on the same column. Produces narrower (less columns) but longer more rows) charts.
Can I stop the macro while it's running?
Yes. Press the ESC key and it will stop with a warning message that it was interrupted before finishing generating the Org. Chart.
Can I manually change the resulting Org. Charts (output Excel files) ?
Of course. They're an Excel Workbooks like any other. There is nothing special once it's generated, only colored cells and data.
Can I save the resulting Org. Charts (output Excel files)? Can I have several copies ?
Again, of course. It's a regular Excel file. There are NO MACROS on the resulting plan, only on the generator (this) file.
What is the "Reset List" button?
The Reset list button will delete ALL members on the Members List. Therefore, you have to confirm TWICE the action. All existing Members will be PERMANENTLY ERASED.
Can I personalize the macro POP-UP messages? Can I have a Corporate (branded) version?
YES by special request. Use the contact from us on our website to request a custom version (costs will apply).
The CONFIG sheets allows for the customization of the Outputs - Generated Org. Charts - by setting values and samples that will be used when drawing the chart.
Below, a description of each CONFIG sheet options group.
Set Dimensions
Sets the Column widths and row eights for specific cells on the Org. Charts.
Column Width: width of all content columns of the Org. Chart (excluding the first and last, narrower for framing).
Org Box Row Height: Height of the rows where there are boxes (members) drawn.
Splitter Row Height: Height of the rows between boxes (members). The horizontal splitter rows between levels.
Set FONTS (Size, Color, Bolds, etc)
Sets the Font name, size and formats (bold, etc) by Example. Format the font on each cell, its formats will be copied to the corresponding destination on the Org. Chart.
Main Title: Font sample for the Org. Chart Title.
Name: Font sample for the "NAME" of the member (TOP cell on each box).
Function: Font sample for the "Function" of the member (MIDDLE cell on each box).
Note: Font sample for the "Note" of the member (BOTTOM cell on each box).
General Settings
Generic macro settings.
Copy the "INPUT" sheet Header & Footer (printer) to the Output (Org. Charts): If YES, the printer Header & Footer defined for the INPUT sheet will be copied
to the new output Org Chart.
Set Colors Text Equivalence
Apply color from table if a color label is found on the "Organization Chart Members List".
If active, any color label on the "Organization Chart Members List" (column H) will be converted to the appropriated color as defined on this table.
This feature allows this software to be used with lists created on external software that cannot export Excel colored cells but can export text files.
Create a report on the source software (ex: ERP or RH software) that exports a text file with the same columns as the "Organization Chart Members List" and
load it into Excel. This feature will apply the colors to the H column cells based on the color label.
For a color name to work, it is necessary to use the "Set Colors Text Equivalence" on the CONFIG sheet (ON by default).
Set each color name and equivalent color on the CONFIG sheet table on cell C33. The macro will locate each member color name and if found
on the table, will automatically apply it to the member list cell. If not found, then the cell background will be left without changes.
Generic Macro Options
Advanced Customization (CONFIG Sheet)

5. Macros are a possible security threat. Therefore, they are disabled in many recent Microsoft Office Editions. Learn more on how to
configure them so that you can utilize this software.
Help - The RUN button doesn't work but there are no warnings
How can I get Help configuring Macro Settings?
Tutorial supports all versions of Excel from Excel 97, including Excel 2007 & Excel 2010.
Why do I get a Macro security warning when opening this Excel file?
Macros are a very useful tool to automate tasks in Office. Unfortunately, like another programming language, it can be misused.
There are office Macro Virus, so office can be configured to request permission to run macros. Only run macros from known sources.
OfficeHelp macros are Virus Free and can be open with confidence.
Office 2007 / 2010: Files with macros will always open but with macros disabled. You can enable the macros to run after the file is loaded.
Office XP/2003 Warning: Macros may need to be activated. Follow instructions on the pop-up message, if necessary.
Office 97: Macros enabled by default without any warning, user could activate a warning message and decide what to do when opening files with
Macros;
Organization Chart Maker for Excel Vs2.11
Back to the Main Display user interface.
Macro Configuration Help
If you can open the Excel file (both the DEMO and/or the commercial version) and get no warnings but the button just won't work, you have Macro
support disabled on Excel. Please refer to our article on Macro security (link below) for information on how to configure Microsoft Office Macro security
settings.
Illustrated, STEP-BY-STEP Tutorial on how to setup Excel macros, on our website: (Click Here)
Office 2000: Macros warning enabled by default, users would have to grant/deny permission to run every time they opened a file with Macros. Later
updates to Office 2000, like the SP3 (Service Pack3), enforce security settings like the ones on Office XP;

6. Company Org Chart
John Smith
CEO
Recently Appointed
Alicia Jones
PA
Secretary to the Board
Margarida Connors Dwight Johnson Richard Simpson Mariana Klim Susan White Mark Storm
CFO COO CIO Sales Marketing Customer Service
PhD in Finance Industrial Engineer Software Background
Melissa Joel
PA
Operations Assistant
Mathew Right Melinda Wells Armando White Marcus Whitt Anthony Liu Carl Thomas Juliana Lay Martin Klay
Finance Treasury Manager Manager Operational Operational Manager Manager
Deputy Deputy Production Packing Applications Infrastructure Consumers Enterprise
Ruth Barnes Chris Rodes John Hoover Joana Elms John Wi
Treasury Assistant Line Quality Control Developer Account
Deputy Windows Corporations
John Doe William Worth Julia Thomas William Temp
Treasury Assistant Line Developer Account
Line 1 Linux Medium Size
Diane Kepling Joan Hart
Line Account
Line 2 Small Companies

7. Company Org Chart
John Smith
CEO
Recently Appointed
Alicia Jones
PA
Secretary to the Board
Margarida Connors Dwight Johnson Richard Simpson Mariana Klim Susan White Mark Storm
CFO COO CIO Sales Marketing Customer Service
PhD in Finance Industrial Engineer Software Background
Melissa Joel
PA
Operations Assistant
Mathew Right Melinda Wells Armando White Marcus Whitt Anthony Liu Carl Thomas Juliana Lay Martin Klay
Finance Treasury Manager Manager Operational Operational Manager Manager
Deputy Deputy Production Packing Applications Infrastructure Consumers Enterprise
Ruth Barnes John Doe Chris Rodes John Hoover Joana Elms Julia Thomas John Wi William Temp Joan Hart
Treasury Assistant Treasury Assistant Line Quality Control Developer Developer Account Account Account
Deputy Windows Linux Corporations Medium Size Small Companies
William Worth Diane Kepling
Line Line
Line 1 Line 2

8. 1
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