Navigation Title Organizational Chart

Enter Employee Data Content This organizational template allows you to quickl
Simply enter your company and employee inform
Oranizational Chart automatically populated.
Setup Note: This Template is uses an add-in that mu
order to use the add-in, the user must have a

Customization difficulty (1-3) 1

Explanation of sheets
Setup This sheet is where you enter a list of employee
the Employee Data sheet.
Employee Data This sheet is where you enter employee names a

Orgainzational Chart This sheet is where the organizational chart is au

How to customize "Setup"

1) Enter Company Name on the line provided. This
2) Enter a list of all active employees that you may
automatically expand to capture new names that
dark triangle in the bottom right corner of the last

3) If you would like to see names in alphabetical ord

4) Enter a list of position titles in the Title table.

5) Enter a list of role types in the Role table.

"Employee Data"
1) Fill out each row completely for each employee.
2) If you need to add more employees than there a
table. It will expand to include your extra line. Dro
3) Table can be expanded up to 100 employees.
4) If the Manager position is left blank, this will be a

"Organizational Chart"
1) Click the Refresh button in the top left of the she
Employee Data sheet. The "Edit" button should n

Related To Online Templates Our templates is compatible with online service b

Here is some hints that replace our macros in ca

Referesh / Update Data Some of our templates include

 Full Screen Some of our templates have

Other Macros / Buttons Other macros is applied on less than ~15% of ou

Open in Desktop App To open online template using Desktop App be s

All content is Copyright material of Simple Sheet

http://www.simplesheets.co
© 2020 Simple Sheets LLC
All rights reserved.  The contents of this publicat
No part of this publication may be modified, man
Organizational Chart

This organizational template allows you to quickly and easily create an organizational chart for your company.
Simply enter your company and employee information and click Refresh on the Organizational chart and it it will be
automatically populated.
Note: This Template is uses an add-in that must be accepted one time on the Organizational Chart to begin use. In
order to use the add-in, the user must have an Office 365 Business or School account.

This sheet is where you enter a list of employee names, role types and position titles to be used in drop-down menus on
the Employee Data sheet.
This sheet is where you enter employee names and define role types and management structure.

This sheet is where the organizational chart is automatically created based on data input on the employee data sheet.

"Setup"
Enter Company Name on the line provided. This will show up as the Organizational Chart Title
Enter a list of all active employees that you may want to include on the organizational chart. The table should
automatically expand to capture new names that are entered on the next available row, but if it does not, there is a small
dark triangle in the bottom right corner of the last table cell you can click-and-drag to expand the table.

If you would like to see names in alphabetical order, click the gray arrow in the header of the table and select Sort A to Z.

Enter a list of position titles in the Title table.

Enter a list of role types in the Role table.

"Employee Data"
Fill out each row completely for each employee.
If you need to add more employees than there are lines for, simply start typing on the line beneath the last row of the
table. It will expand to include your extra line. Drop-down menus will be updated automatically.
Table can be expanded up to 100 employees.
If the Manager position is left blank, this will be a top-level employee with no manager on the Organizational Chart.

"Organizational Chart"
Click the Refresh button in the top left of the sheet. This will update the chart with the curent information listed on the
Employee Data sheet. The "Edit" button should not be utilized on this sheet.

Our templates is compatible with online service but some templates that including macros feature is still not supported with Excel Online
Here is some hints that replace our macros in case of using Online Template

Some of our templates include Referesh/Update data macro button that can be replaced with Referesh All tool in Excel Online ribbon
Some of our templates have Full Screen macro button that can be replaced with the itself web browser full screen tool

Other macros is applied on less than ~15% of our templats can be overcome by transferring to Desktop App "Open in Desktop App"

To open online template using Desktop App be sure that you signed in to your Microsoft account / Onedrive account

All content is Copyright material of Simple Sheets LLC.

http://www.simplesheets.co
© 2020 Simple Sheets LLC
All rights reserved.  The contents of this publication, including but not limited to all written material, content layout, images, formulas, an
No part of this publication may be modified, manipulated, reproduced, distributed, or transmitted without prior written permission of the p
ported with Excel Online

in Excel Online ribbon

Open in Desktop App" button

ut, images, formulas, and code, are protected under international copyright and trademark laws. 
ritten permission of the publisher, except in the case of certain noncommercial uses permitted by copyright law. 
Introduction Employee Data Oranizational Chart

Company Name: ABC Company

Employees Title Role Type

Sally Smith Inside Sales Assistant
John Doe Operations Director Consultant
Rita Cook Processor Manager
Laurie Richards Sales Position
Michael Dunn Sales Director Staff
Joe Hamilton Sales Manager Vacancy
Sarah Reynolds Team Lead Executive
Kevin Hobart Team Manager
Sam Smith
Colton Cauthen
Introduction Oranizational Chart Setup
Employee Data
Employee ID Name Title Manager ID
ID1 Sally Smith Processor ID4
ID2 John Doe Processor ID4
ID3 Rita Cook Team Manager ID5
ID4 Laurie Richards Team Lead ID3
ID5 Michael Dunn Operations Director
ID6 Joe Hamilton Sales Director
ID7 Sarah Reynolds Sales Manager ID6
ID8 Kevin Hobart Inside Sales ID7
ID9 Sam Smith Sales ID7
ID10 Colton Cauthen Sales ID1
oyee Data
Role Type
Staff
Staff
Manager
Manager
Executive
Executive
Manager
Staff
Staff
Staff
ABC Company Organizational Chart