Excel import workflow

Excel Org Chart

Turn spreadsheet rows into a live org chart you can edit, share, and export without redrawing the structure in slides.

XLSX
person
position
manager
Maya Chen
VP People
CEO
Leo Martin
Ops Lead
Maya Chen
Nora Patel
Recruiting
Maya Chen
TeamChart
CEO
VP People
Ops Lead
Recruiting

Prepare Your Excel File For Import

Excel files often carry formatting that makes sense to humans but not to import tools. A clean worksheet gives TeamChart a clearer structure to convert.

1

Use one worksheet for the org data

Keep the import sheet focused on positions, people, departments, and manager relationships.

2

Remove presentation formatting

Avoid merged cells, spacer rows, and notes inside the table. Put each position on one row.

3

Import, then refine the chart

Use TeamChart to adjust reporting lines visually and turn the worksheet into a shareable chart.

What Belongs In The Worksheet

Treat Excel as the source table, not the finished diagram. TeamChart can handle the chart layout after the structure is imported.

Position title

The position title is the core chart node. Use one title per row.

Assigned person

Add the person name when the role is filled, or leave it open for planning.

Manager or parent

Use a manager name or parent position to tell TeamChart where each row belongs.

Department details

Departments and descriptions make the imported chart easier to scan after cleanup.

Excel Org Chart FAQ

Practical answers for teams turning spreadsheet org data into a maintained chart.

Yes. TeamChart can import XLSX spreadsheet data so you can turn rows into positions, reporting lines, and a visual org chart.

A useful Excel org chart import usually includes position title, person name, manager or parent position, department, and optional description fields.

Yes. After importing and editing the chart, TeamChart supports read-only public links, embeds, and PNG or PDF export.

Create An Org Chart From Excel

Start with your spreadsheet data, then use TeamChart to maintain the chart as reporting lines change.


Processing...