Organizational Charts

Creating an Organizational Chart

An organization chart shows the hierarchy of positions within an organization. Within PowerPoint, you can easily create and modify an organization chart.

Practice: Creating an Organizational Chart

  1. Insert a new slide, Slide 3.  Give the slide the title of your organization or division, change the slide layout to Title and Content, and then close the Task Pane to allow more space for the Slide Pane.
  2. Clipart on slide

  3. Click the Insert Diagram or Organization Chart button in the content placeholder.
  4. Title and Content layout slide

    This opens the Diagram Gallery dialog box (see below).

    Diagram gallery

  5. Click the Organization Chart diagram type in the upper-left corner of the dialog box, and then click the OK button. PowerPoint creates a basic organization chart and displays the Organization Chart taskbar as shown below.
  6. Organizational chart on slide

    If the Microsoft Organization Chart feature is not installed, PowerPoint will ask if you want to install it now. Click Yes and use your Office 2000 or PowerPoint CD. If your chart has square boxes with right-angle corners rather than rounded corners, click the Autoformat button The Autoformat button on the Org Chart toolbar on the Organization Chart toolbar, and then click Default. This button opens the Organization Chart Style Gallery, which has many other chart styles to choose from and apply--you might want to experiment a little and apply other styles.
  7. Click in the top (level-1) box of the organization chart and type the name of the person who is the head of your department, press the Enter key, type that person’s title, and then click in the first second-level text box.
  8. Organizational Chart

  9. Type the name of a person who answers to the head of the division press the Enter key, and type that person’s title.
  10. Click in the second box at the second level and type the name and title of another person at this level.
  11. Click in the third box and type the name and title of another second-level person in your division or department.
  12. Second-level entries in organizational chart

  13. Click on the first second-level box and click on the Insert Shape list arrow on the Organization Chart taskbar, click Subordinate, click in the new level-3 box, and type the name and title of a person at the third level in your organization who answers to the person in the box above.  Using the same technique, complete the third-level boxes, filling in the relevant people in your division.

    Third-level orgnaizational chart entry

  14. Click on one of the third-level boxes and then click the Insert Shape button on the Organization Chart toolbar. You don't have to use the list arrow because the default is to insert a subordinate box.  Type the name of a person at this level who answers to the person in the box above.  Your chart now has a level-4 box. Insert several more co-workers at this level.

    If PowerPoint draws a bent line from the bottom of the box to the left side of the new subordinate box, click the edge of the box to select it, click Layout on the Organization Chart toolbar, and then click Standard. Now the subordinate box should be connected with a straight line to the box at the level above it.

    Fourth-level organizational entries and standard layout

Changing Font and Fill Colors

  1. Click anywhere in the organization chart to select it, drag a selection box from the far upper-left corner of the organization chart area to the lower-right corner to select all elements of the chart, and then release the mouse button. Resize handles appear on all the selected boxes of the chart. Make sure all of them are selected. If some of the boxes aren't selected, hold down the Ctrl key and click on them.
  2. Selected Chart items

    The round resize handles on the corners of the box indicate that it's been selected.  If the box has a hatched line around it and no resize handles, click the edge of the box again.
  3. Click the Font Color list arrow on the Drawing toolbar, and then click the tile of the color you want to change the font color to—the screen tip says “Follow Accent and Hyperlink Scheme Color” for those colors already used in your presentation.  The font of all the organization chart text changes to the chosen color.
  4. Changing Font Color on organizational chart

  5. Click the Fill Color list arrow on the Drawing toolbar, and then click the tile of the color you want to change the background color of the text boxes to—the screen tip here indicates a color is the color to choose to “Follow Shadows Scheme Color.” 
  6. Fill color change on organizational chart

  7. The box fill color (background color) of all the boxes changes to dark blue or your chosen color.
  8. Final slide with organizational chart

  9. To see how the organization chart will look during the slide show, click the Slide Show button .
  10. Save your work and go on to the next section on Creating a Chart.

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