Excel Organization Chart Creator

An organization chart is a visual representation of the hierarchical structure of an organization. It shows relationships between different functions and roles, brings clarity about who reports to whom, and shows the chain of command. Despite its importance, it is not easy to quickly draw a good organization chart, it is not easy to draw large organization charts, and it is not easy to keep organization charts current with the constant change in employee rolls.

This invention solves these drawbacks. It can take organization information from a HR system such as PeopleSoft exported in Excel format, and can draw a fully structured organization chart for an entire company of 1000 employees in under one minute. 

To see any Manager’s organization, simply select the Manager’s name from a dropdown list, the organization is drawn for you and displayed in Excel. The organization chart can be published as a PDF file. In addition, a bulk publishing feature facilitates publishing a PDF file for every manager in the data.

Options allow the user to specify the depth of the tree, such that senior leadership organizations can be published. The display of staff personnel can be toggled on and off, as well as display of staff member titles. Alignment options allow the organization chart to be drawn with the shortest distances, or alignment by managerial title. For example, if a company’s typical hierarchy is VP to Director to Manager, but has a situation where a Manager reports to a VP, the Manager can be drawn aligned with the Directors if shortest distance is used, or drawn aligned with the other Managers if alignment by Title is used.