How to Make Org Charts in PowerPoint, Word, Teams, Excel & Visio

Рет қаралды 274,094

Күн бұрын

In this step-by-step tutorial, learn how to make organization charts in Word, Excel, PowerPoint, and Visio. We also look at how you can make your org chart available in Microsoft Teams, Outlook, and even on Office.com using the People Graph.
We'll start with the basics of making an org chart using Smart Art directly in Word, Excel, and PowerPoint.
Then we'll look at how you can make an org chart using Visio on the web, which now comes for free with all work and school accounts. You'll have a little more control compared to the smart art option.
Then we'll look at how you can make an org chart using the data visualizer, which uses both Visio and Excel.
Lastly, we'll look at how you can make your org chart available within Microsoft Teams, Outlook, and Office.com and even how you can export this data.
👋 Additional resources
- PowerShell command to connect to Exchange Online: Connect-ExchangeOnline -UserPrincipalName ENTER YOUR USERNAME HERE
- PowerShell command to get all user information: Get-User -ResultSize unlimited | select id,displayname,title,manager,department | export-csv -path C:\specify where to save you csv\userlist.csv
- Learn the fundamentals of Excel in just 2 hours: kevinstratvert.thinkific.com
⌚ Timestamps
0:00 Introduction
0:55 Org chart using Smart Art in Word, Excel & PowerPoint
5:03 Org chart using Visio on the web
8:20 Org chart using Excel & Visio
10:30 Org chart using Azure Active Directory
12:51 Export user data from AAD to csv
14:10 Wrap up
📃 Watch related playlists
- Playlist with all my videos on Microsoft 365: • Microsoft 365
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Пікірлер: 126

@KevinStratvert 2 жыл бұрын

🏫 Learn the fundamentals of Excel in just 2 hours: kevinstratvert.thinkific.com ⏭ Watch next - playlist with all my free tutorial videos on how to use Excel: kzfaq.info/sun/PLlKpQrBME6xLYoubjOqowzcCCd0ivQVLY

@ywcaofnwo2037 2 жыл бұрын

I couldn't locate the spot for adding a manager in web outlook. I added my own manager and checked again on the web and there is still nothing showing? I do have admin privileges. Any thoughts?

@blained1973 Жыл бұрын

Spent about half a day making a busted-ass looking org chart.... then watched the first 4 minutes of this video and made a new one that looked a thousand times better. Thanks!

@joachimbarnett 2 жыл бұрын

Thank you Kevin. Great video. I have been doing charts recently in MS Word and struggling with adding shapes etc. Didn’t realise there were so many options and loved the shortcut at the start of the video of simply doing a list of names with indents and then copying into Smart Art. I often look at your videos but don’t comment. Full of respect for you in your decision to focus on your channel and leave your position at Microsoft (and you did a video on why you did this). I hope this gamble is paying off for you and your family. Keep up the good work and for those of you reading this comment, don’t forget to subscribe and give a like to the video!!!!

@v3getaOFFICIAL Жыл бұрын

Kevin, you are exactly what is right with free content on youtube. thanks for always saving me some time

@papron4348 2 жыл бұрын

Hi Kevin. I liked using Smart Art with Word or Excel the best. No special add ins or privileges needed. Plus I'm already very familiar with those applications.

@hilaryanonyei1865 Жыл бұрын

This just made my life/work easier!! Definitely try the typing and then pasting like he did in the video, makes the org chart so neat and simple.

@Ryanmit1 2 жыл бұрын

Thanks Kevin! I have been waiting for Visio desktop app to get loaded, but I didn't realize work accounts have access to the online version until watching your video.

@Iam_sami_8080 2 жыл бұрын

Hi Mr Kevin, I love all the methods and most importantly I love all your lessons.

@djharker8463 3 ай бұрын

This just saved my life in the first 5 minutes! Thank you for being so thorough.

@ganpathji 2 жыл бұрын

Wow, It saves lots our time when boss asks to prepare organization chart. I like the excel add in linking with Manger's ID this is really dynamic. Really a cool feature. Thanks a lot from Chennai Kevin for another awesome video.

@denisescott5663 2 жыл бұрын

I watched your tutorial on creating an org chart. The version I liked best was to create in power point and in MicroSoft Office basic. I like to create the style that best fits our department.

@kendallhigh8567 Жыл бұрын

Life changing info for business management!

@chulaninalaka5745 6 ай бұрын

Thanks a bunch, Kevin! That's absolutely awesome

@piotrwojtaszek4295 2 жыл бұрын

Those work fine and adjust their sizes in a smart way, are easily editable etc., but after a certain amount of members in a given org chart, they show some of the weaknesses, like how limiting their layouts are and how poor their space usage is in favour of the wow factor. I liked the fast click away when the 2/5 visio rating on the store was visible :D

@Zenkai76 2 ай бұрын

Appreciate this video, this helped me decide how to do our Org chart.

@legobatman8353 2 жыл бұрын

Great tip, I've always done these manually but will definitely be trying this out.

@aofgrant 2 жыл бұрын

Same here, it's also been manual for me. This looks way more efficient!

@MindfulStir 2 жыл бұрын

Yep. Manual is painful. Thank you!

@nesrinechalal Жыл бұрын

i love your vedios kevin very informative and transmited in an easy way 🧡🧡 thank you so much

@BenDieselBasicAutomotive Жыл бұрын

Thanks again Sir Kevin!... for the very informative video...

@jasmineperkins5895 4 ай бұрын

Thank you, this video was of great help!

@ricardoalmeida9926 2 жыл бұрын

Hi Kevin, awesome video as always. Do you have any suggestion to draw business processes?

@sonusudhakaran7511 2 жыл бұрын

You saved me man in front of my new Boss, Thanks a ton!

@zerinroy9015 Жыл бұрын

THIS HELPS A LOT... THANK YOU...

@vishalchaure8510 Жыл бұрын

Hey, thank you Kevin. I liked your way of presentation 🙂

@yoon07 2 жыл бұрын

Thank you for valuable tips. Very helpful for me ;-)

@larahporter8123 2 ай бұрын

Great video Kevin, ty! I remember when you were still at MS and you did not have 1M subs yet. I'm happy to see it's going well for you, and us!

@justbelit 2 жыл бұрын

Right on time! Assignment due in 12 hours😅😨 Do you know the reason for Ms Excel consistently freezing with windows 11? (Once a cell is clicked to enter a character it keeps looping-non responsive message) and has been like this for over 24 hours....

@ChippiesBR Ай бұрын

Youre a bloody legend mate

@BenDieselBasicAutomotive Жыл бұрын

Wow..... thanks again.... Very interesting and useful to me as Supervisor...

@Hopefully2025 2 жыл бұрын

I like the Excel one the best, seems the simplest to me

@baldeepbirak 2 жыл бұрын

Great to see the exports Excel with Visio with Office 365 company structure.

@SpotlightImpact 2 жыл бұрын

Love it!

@CoolDeepSingh 2 жыл бұрын

Love it again.

@rupalidesai6664 2 жыл бұрын

Very informative and useful video. Thank you for sharing. Kevin, not related to org chart, but how did you come up with a Yellow circle frame around you for recording? I have gone through the obs videos, but I would like to know how to change the rectangular frame to a circular one while recording using OBS. Looking forward to your help here. Many thanks! :)

@weston.weston 4 ай бұрын

Your content is very good, Kevin.

@JustBlankNoInfo 2 жыл бұрын

Really Useful!

@brendamartinezgomez2297 10 ай бұрын

Very informative and useful video.

@Mlee2057 4 ай бұрын

Thanks so much! I finally know how to make a family tree in Word.

@tumainimkony6727 4 ай бұрын

Thanks for this lesson am so interested with all ways

@kldfootball 2 жыл бұрын

Really good video thanks

@befasb 2 жыл бұрын

Haha you're still the boss. I'm trying to access the templates in Visio on the web but there are none for org charts. When I search for organization it says there are more hits than are being shown to me, and as I click to read more it says I need a Visio subscription 2 to use org charts.

@haraniandariyasings9228 2 жыл бұрын

Thank you 😊

@rich_1570 Жыл бұрын

Awesome video Kevin..

@rakhilamamenova4176 2 жыл бұрын

Hi Kevin thank you for the great video! Do you have any tutorial videos on how to customize the hover over text on excel chart?

@JJ12258 Жыл бұрын

Thanks, Kevin.

@BARAAGAMER_YT 2 жыл бұрын

Ramadan Kareem, and you're creative keep going✨✨✨✨✨.. Sender: your brother (Baraa) from Palestine 🇵🇸🇺🇲

@pbihari0214 2 жыл бұрын

This is great, do you have any videos or best tips for Flow charts, thanks.

@davidjamgochian 2 жыл бұрын

the most important things to do

@jenzig6514 Жыл бұрын

Very helpful, saved my life 😂 Thanks

@cecy780 Жыл бұрын

on point thank you

@diegoariel707 2 жыл бұрын

12:21 This moment made my day, XD you are an amazing content creator!!! Keep it up 😉

@KevinStratvert 2 жыл бұрын

😁

@sevgier8785 2 жыл бұрын

Thanks

@alexbainov Жыл бұрын

Thanks for the video. Is there an option to reverse/flip the chart in Word like there is Visio (to go from bottom to up instead)?

@greaterthanbut 8 ай бұрын

Kevin Cookie Company Rocks!

@shobhikvyas7354 2 жыл бұрын

Visio is best

@grahamwhite9692 2 жыл бұрын

Great video and I plan to experiment. One question - I want photos included - the only way I saw was one of the Smart Art templates - can photos be added to the other methods?

@Rice0987 Жыл бұрын

At last, org chart quick guide. :)

@julieparker9298 10 ай бұрын

Very cool

@willyoung8257 2 жыл бұрын

Spooky timing as I’ve been doing just this using AD at work, we used power shell to update staff contact details in AD. Haven’t tried linking it with Visio though will definitely give it a go now!

@SuperTaps1 Жыл бұрын

Hi Will, i have been trying to connect AD directly to Visio. Do you happen to know if that is possible? Greetings

@willyoung8257 Жыл бұрын

@@SuperTaps1 no sorry. We found when updating the AD it led to 365, whether through Teams or Delve being much more useful for showing org structure

@NS-tz3nt 4 ай бұрын

Hello thank you for this ! Question: which option would you suggest to great an organization chart that has 20-25 roles ? I’m writing a paper on Sephora organizational structure and need to create an infographic for it .

@Robert-3691 5 ай бұрын

This is the epitome of excellence. I recently enjoyed a similar book, and it was the epitome of excellence. "The Hidden Empire: Inside the Private Worlds of Elite CEOs" by Adam Skylight

@shivkrishna1836 2 жыл бұрын

Davinci resolve 18 tutorial 💙🔥🔥 man From India 💙

@twoworldcollision 2 жыл бұрын

Kevin has my vote to be President!

@emmanuelowusuoppong 2 жыл бұрын

NIce video.. Please, what do you use to record your screen? Can OBS zoom on on sections of the video at a time?

@rahulrustagi6119 2 жыл бұрын

Great

@ClaytonBridges Жыл бұрын

Very helpful. I was very embarrassed at how bad I am at excel lol

@Marion-zr3sh 6 ай бұрын

Good video, thank you. How do you re-create the sub-level seen on 2:33 (second bullet point is not quite a level, so for example this person would not be a line manager, but is still under the one above)? Thanks.

@manishkaushal745 2 жыл бұрын

I have helpdesk admin rights, it is suffice to pull out data from azure directory ?

@rameshchandrapargaien663 2 жыл бұрын

Hi Kevin please make videos on Slido and Jira both are interesting and useful tools regards!!

@KevinStratvert 2 жыл бұрын

I'll check them out!

@charlieattard8787 2 жыл бұрын

I want to know how I can extract videos from the usb to movie maker on windows.

@prokorshopal4865 2 жыл бұрын

0:00 - Hi Kevin. 👋 14:46 - Definitely 539th thumbs up from me to the amazing video. 👍 Cheers.

@KevinStratvert 2 жыл бұрын

Legend!

@vdc7153 2 жыл бұрын

Hi Kevin, this is fantastic, I wish I had admin rights :-)

@KevinStratvert 2 жыл бұрын

Buy cookies for your admin 😆

@vdc7153 2 жыл бұрын

@@KevinStratvert 🤣🤣🤣 will do. I also recommend your channel to them 😆😆😆

@theeditorlegacy2416 2 жыл бұрын

Amazing facts about KZfaq

@LakwatseroDuo 2 жыл бұрын

First comment from Ph 🇵🇭

@numair3 2 жыл бұрын

Nice

@sebastianverdugo8066 2 жыл бұрын

The Visio flavor...

@janieeller2871 Жыл бұрын

Under “Format Shape” the “do not auto fit” is grayed out! I changed on master slide, but when I go back to the page it’s grayed out again. Any thoughts? Great video!

@HarikaEnglish 2 жыл бұрын

Hi Kevin! First of all, thanks for updating these useful videos. May you teach us how to solve the blue screen death, I did all of solutions from Google and KZfaq but I can't solve my problem. I do anything But Isn't work.

@KevinStratvert 2 жыл бұрын

Blue screen usually includes an error code that will help you track down the specific issue. There are many potential causes for the screen to appear.

@lakergreat1 Жыл бұрын

Why is the 365 org chart not more available as a full size view like the visio example? It seems like you need to use 3rd party tools to get a better visualization

@tasmanturner8974 Ай бұрын

Can you add a column to the data table in excel, such as employee salary, and it shows up on the Visio org chart?

@sargebelen 2 жыл бұрын

👍

@azoshin 2 жыл бұрын

How do we do this on Google Workspace tools?

@SurendraUK 2 жыл бұрын

Audio in this video of is very good high bass where do edited audio or directly record and upload.....?

@KevinStratvert 2 жыл бұрын

Thanks! Good audio is the most important for a video. Used a boom mic (Sennheiser MKH-50) positioned close to my mouth just out of frame, have acoustic panels on my walls, and then edit the audio (e.g., compressor, equalizer, de-esser, noise reduction, set levels appropriately).

@SurendraUK 2 жыл бұрын

@@KevinStratvert thanks for information

@spiffyshorts 5 ай бұрын

How do I reopen the text pane to update the org chart?

@JuanGomezmx Ай бұрын

Do you have anything for MS Project that we can look at?

@antoinettepack-smith2975 2 жыл бұрын

How to I change the size of all the boxes at one time

@LoiteringReaper Жыл бұрын

For Visio, Microsoft has changed it to only for organization and school use, but my school disabled the store option so I can't install the plug-in.

@taelosimango773 4 ай бұрын

How do you add a person below who reports to two people example if two directors share a personal assistant?

@SujiKumara8 2 жыл бұрын

25ᵗʰ like 184ᵗʰ view 4ᵗʰ comment

@MrZ____ Жыл бұрын

Hi Any video how to make team org-chart

@kristinnorton1632 Жыл бұрын

Is this possible in the mobile versions of Microsoft 365?

@canirmalchoudhary8173 2 жыл бұрын

I liked Smart art way because vision add in is turned off by company admin in excel.

@EdirinImiruaye 2 жыл бұрын

What’s the best method for 1000+ employees? The Excel/Visio method limits to 100 rows

@engchoontan8483 Жыл бұрын

This should be fun to find those with leadership qualities for promotion. Get everyone to do it and fill in what they think are the duties, job-scope, responsibilities, accountability, delegated-powers, authorised-functions, transparency-accountability, authorisation-responsibility, delegation-accountability(your boss lazy), ... accounting standards of checks-and-balances applied to organisational-structure. Same for military to government to social-circles to in-game session-instance...

@engchoontan8483 Жыл бұрын

For each situation(simple and elegant is better boss than contrived - need more than grade-school diagrams or theories - monkey business) = normal weekday = friday = weekends = non-working hours

@thefamilyjohnson 4 ай бұрын

Kevin, it would be interesting to know how to create an interactive org chart in SharePoint using the Org Chart Webpart. I understand this can be done using Azure directory, but perhaps the Kevin Cookie Company's IT staff doesn't have the capacity to populate the needed manager information in Azure. So could a small department leader who would like to impress CEO Patti Fernandez create this SharePoint Organization Chart webpart using a SharePoint List instead? Or would they still need someone with admin privileges to help them with configuration? As you know, the Kevin Cookie Company has lots of SharePoint functionality locked down for lower level employees for security or control purposes, so if these lowly employees in distant departments can do things themselves with less IT support, that often is more successful. Thoughts?

@tmpb23 2 жыл бұрын

@richsilvasatx 2 жыл бұрын

Nice. But what we really need, anyone with a printer, is an app to determine actual ink levels. Those cartridges are sold at liquid gold prices.

@4-7th_CAV 2 жыл бұрын

R Silva ~ If you have an HP printer, you open your “Control Panel” and double-click on “Devices and Printers” then double-click on your printer it will open several options that can be selected. Of those options, double-click on the option named “HP Printer Status and Alerts”. The screen that opens, in the “Known Printers” window, will list your printer. Double-click on your printer and the next screen will show the status of all the ink cartridges of that printer. If you are not using an HP printer, I would think you would still be able to access the information you want to see. Good Luck, Fred