How to Build a PowerPoint Organizational Chart With Excel Data
By Kathryn Hatashita-Lee
Microsoft Office 2013 allows you to illustrate and export your chart data to different programs. Create an organization chart in Excel and then insert this chart in a PowerPoint presentation for your clients’ analysis. Starting with the Excel program offers the advantage of making Excel’s editing tools available in the PowerPoint slide. Apply the format and layout options to make your chart’s data stand out in a presentation.
Create the Excel Chart
Open the Excel program to display a blank worksheet.
Click the “Insert” tab on the Office ribbon and click the “SmartArt” button in the Illustrations group to open the SmartArt Graphic gallery in the Choose a SmartArt Graphic dialog box.
Click the “Hierarchy” tab to preview the thumbnails of hierarchy charts. Click a thumbnail, such as Name and Title Organization Chart, to preview the description. Click the “OK” button to copy the preferred chart to your Excel worksheet. Click in the graphic so the SmartArt Tools ribbon displays with its Design and Format tabs.
Edit the SmartArt chart by clicking the “Design” tab and clicking the preferred thumbnails of charts in the Layouts or SmartArt Styles galleries.
Type the content in the text boxes on the chart.
Save this file as an Excel Worksheet in the Save As dialog box.
Insert the Excel Chart
Open the PowerPoint program and navigate to the slide where you wish to insert the Excel organizational chart.
Click the “Insert” tab on the ribbon and click the “Object” button in the Text group to open the Insert Object dialog box.
Click the “Create from file” button, click the “Browse” button to open the list of your documents, click the saved Excel worksheet file and then click the “OK” button on the Browse dialog box. Click the “OK” button in the Insert Object dialog box. The Excel organization chart displays in the PowerPoint slide. The PowerPoint Drawing Tools ribbon displays with its Format tab.
Double-click inside the chart area to display the Excel ribbon and the SmartArt Tools ribbon. Edit the organization chart with the Excel commands, if necessary. For example, click the “Change Colors” button in the Design tab’s SmartArt Styles group and click the preferred color sample.
Click outside the chart area to bring up the PowerPoint ribbon commands.
Save the PowerPoint presentation.
Tips
If the PowerPoint ribbon does not display, click the “Normal” button on the status bar to show the ribbon commands and the slide pane.
Some Excel organization graphics include a picture box, such as the Picture Organization Chart. Click inside the picture box to open the Insert Picture dialog box and a gallery of your image files to insert. This chart allows you to display the name and photograph of a person in your organization.
If you wish to link the inserted chart with the original Excel chart, click the “Link” button in PowerPoint's Insert Object dialog box. This shortcut allows any updates to the source file to display in your PowerPoint slide.
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