Create an Org Chart From Excel
Import the first worksheet of an XLSX file, review the reporting lines, and turn the rows into a live org chart without redrawing the structure.
CSV and Excel import is included with TeamChart Pro. You can review the file before it replaces a chart.
| name | title | manager_id |
|---|---|---|
| Avery Chen | Founder | |
| Mina Patel | Head of Operations | demo-001 |
| Product and Engineering | demo-001 |
File is ready to import
Explore the chart created from the sample workbook
The downloadable Excel file and this live chart use the same fictional growing team.
The example includes people, an open position, and a team node—the same details defined in the worksheet.
Use one row for each position or team
Keep the first worksheet as a clean source table. TeamChart handles the visual layout after validation.
| Column | Required | What it controls |
|---|---|---|
position_id |
Yes | A unique ID for every position or team row. |
title |
Yes | The position or team name shown in the chart. |
department |
Yes | The department label shown on the position. |
manager_id |
Optional | References another row’s position_id. Leave blank at the top level. |
name |
Optional | Assigns a person to the position. Leave blank for an open position. |
is_team |
Optional | Use TRUE when the row should become a team node. |
How to Create an Org Chart From Excel
Prepare the first worksheet, review the detected structure, and import only when the file is ready.
Download the Excel sample
Use the real XLSX sample and its exact headers as your starting point.
Prepare the first worksheet
Put one position or team on each row, without merged cells or spacer rows.
Upload up to 500 rows
Create a chart, choose Import, and select the prepared XLSX file.
Review errors and warnings
Check the detected positions, people, teams, and top-level rows before importing.
Import, edit, and share
Build the chart from the reviewed rows, then adjust, embed, share, or export it.
Excel Org Chart FAQ
Practical answers for preparing and reviewing a TeamChart Excel import.
position_id, title, and department. Optional columns are name, manager_id, and is_team.
Import Your Excel Org Chart
Keep the workbook as structured source data, then use TeamChart to review and maintain the visual chart.