Excel to org chart

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.

XLSX Growing team sample · first worksheet
Rows from the downloadable TeamChart Excel sample
name title manager_id
Avery Chen Founder
Mina Patel Head of Operations demo-001
Product and Engineering demo-001
Review import
6 positions 5 people 1 team 1 top level

File is ready to import

File type Excel .xlsx
Worksheet The first worksheet is imported
Safe review Preview errors and warnings first
Import limit Up to 500 rows
Live Excel result

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.

Growing team Excel import Live TeamChart example
Avery, Mina, one open position, and one team node. Open full chart
Exact worksheet format

Use one row for each position or team

Keep the first worksheet as a clean source table. TeamChart handles the visual layout after validation.

Excel columns supported by TeamChart
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.
Step by step

How to Create an Org Chart From Excel

Prepare the first worksheet, review the detected structure, and import only when the file is ready.

1

Download the Excel sample

Use the real XLSX sample and its exact headers as your starting point.

2

Prepare the first worksheet

Put one position or team on each row, without merged cells or spacer rows.

3

Upload up to 500 rows

Create a chart, choose Import, and select the prepared XLSX file.

4

Review errors and warnings

Check the detected positions, people, teams, and top-level rows before importing.

5

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.

Yes. TeamChart Pro imports the first worksheet of an XLSX file and turns rows into positions, people, teams, and reporting lines.

Required columns are position_id, title, and department. Optional columns are name, manager_id, and is_team.

Yes. Download the XLSX sample. It contains the same fictional growing team shown in the live chart.

TeamChart supports CSV and Excel imports of up to 500 rows.

Import Your Excel Org Chart

Keep the workbook as structured source data, then use TeamChart to review and maintain the visual chart.


Processing...