Create an Org Chart with Excel Data - Make Organizational Chart from Excel Employee Database

How to make an org chart using your employee data in Excel. Generate an organizational chart quickly from your Excel employee database with a free Visio add-in. Create the org chart quickly once you have your employee data formatted. Easily update and add to your employee data and then dynamically generate a refreshed version of your org chart. You can save the org chart as a PDF or as an image file that you can copy into other apps like PowerPoint. Log in to your Work or School Microsoft 365 account to use this Visio add-in, which quickly turns your employee listing into an org chart. We will also perform Excel tricks like Text To Columns, XLOOKUP, and nested IF formulas to re-format and transform our data from one report format to another report template. Dynamically update your org chart once you create the Visio template Save your org chart as a PDF or image file that you can insert into PowerPoint Learn how to split full name into first and last name columns in Excel Learn how to use XLOOKUP to find and insert a manager's employee ID number into a new column Learn how to write a nested IF formula to map new values for existing data (crosswalk your data) 📺 Watch Next - https://youtu.be/XBl4hDLjtiI How to Create an Org Chart in PowerPoint FREE COURSE 🎓: How To Create Fillable Forms in Microsoft Word - A Step-by-Step Guide Create Fillable Forms, Surveys & Questionnaires in Microsoft Word like a Pro! https://youtu.be/438pCPCSuG4 __________ TIMESTAMPS ⏰ 00:00 How To Make an Org Chart from Excel 00:45 Transform Employee Database 01:36 Insert Visio Org Chart in Excel 04:06 Combine First & Last Name 05:14 XLOOKUP Tutorial 08:44 How To Crosswalk/Map Data 13:26 Generate Org Chart __________ CONNECT WITH ME 📎 Visit my website: https://www.sharonsmithhr.com for more information, tools and resources. LinkedIn: https://www.linkedin.com/in/sharonsmithhr Twitter: https://twitter.com/SharonSmithHR __________ GEAR 🎙 Blue Yeti USB Microphone: https://amzn.to/2W4SbzV (Great for recording professional sounding audio for your videos!) 🖱 Silent Mouse: https://amzn.to/3pxpc25 (This is a really cool mouse!) 🎥 Screen Recording Software: https://techsmith.z6rjha.net/NZG5b 📗 Green Screen: https://amzn.to/2DnHsY2 📸 Camera: https://amzn.to/39KvpQA 🔌 Live Stream Tool: https://amzn.to/2VFJyID (Turns your DSLR into a top notch webcam) RESOURCES ✏️ JotForm: https://www.jotform.com/pricing/?utm_source=sharon-smith&utm_campaign=jf1&utm_medium=blog 📑 Wondershare PDFelement (PDF Editor): https://bit.ly/31QEkA8 💻 PresenterMedia: https://shareasale.com/r.cfm?b=417324&u=2065055&m=43706&urllink=&afftrack= Some links included here are affiliate links. If you click on these links and make a purchase, I may earn a small commission at no additional cost to you. Thanks for supporting this channel! __________ TEMPLATES Check out my helpful list of templates available for purchase: https://www.etsy.com/listing/875846662/employee-engagement-survey-ms-excel?ref=listing_published_alert Thank you for supporting my channel! (Scroll down for a link to my free resources) __________ NOTE: If you found this content helpful, please consider donating to my channel from this PayPal link: https://www.paypal.com/cgi-bin/webscr?cmd=_s-xclick&hosted_button_id=AJJ6SXERNDMYA&source=url. Your donation, no matter what amount, is greatly appreciated and goes towards producing content that enhances your productivity and elevates your skills. Thanks for supporting this channel! __________ FREE DOWNLOADS ✦ Visit https://mailchi.mp/6a0859ea0844/sharonsmithhrformulasdownload to sign-up for my e-mail list and get FREE downloads of super helpful spreadsheet formulas, dashboards and Org Chart templates for HR professionals. __________ KEYWORDS: #msexcel, #orgchart, @SharonSmith, make org chart with employee data, Org Chart, Organizational Chart, how to create org chart from excel data, how to create org chart with excel data, XLOOKUP, transform employee data, reformat employee data, text to columns, nested IF formula, crosswalk data __________ PLAYLISTS: ➤ Jotform Tutorials: https://www.youtube.com/playlist?list=PLb80efKTbWuO84pPbnHdTdgurmxHgZcyD ➤Creating Fillable Forms: https://www.youtube.com/watch?v=YktZ3B-tyqs&list=PLb80efKTbWuOe1LfFMNExEabkRkB5ehcv ➤PowerPoint Tutorials for HR: https://www.youtube.com/playlist?list=PLb80efKTbWuMcFRbsZO5wkXgYjBG4meRM ➤ Excel Tutorials for HR: https://www.youtube.com/playlist?list=PLb80efKTbWuNjHDGgNeuGrGwOvh4JQC90 ➤ Excel Quickies (Around 2 Minutes): https://www.youtube.com/playlist?list=PLb80efKTbWuPI7fEWtroXHvJHhx5FnVMW ➤ Word Tutorials for HR: https://www.youtube.com/playlist?list=PLb80efKTbWuMotoYEXBFMlB3PtsBlFn45 ➤ Welcome | About Me: https://www.youtube.com/playlist?list=PLb80efKTbWuOd17uW4U2V8Xip0sTAfkLR