Microsoft Office Tutorials and References
In Depth Information
Using the Office Applets
Figure 6-11: This org chart was created using
Excel 2002’s Diagram Gallery.
If you use a version prior to Excel 2002, you’ll still be able to create organization
charts, but the procedure will be quite a bit different because Excel uses a
different tool. The Insert
Organizational Chart will insert a new
embedded object into your worksheet, and you can customize it to your liking.
Working with these diagrams takes a bit of practice, but after you get the hang
of it, you’ll find that they can be customized in many ways. The best way to
become familiar with diagrams is to experiment. However, you should be aware of
these general tips:
The Organization Chart and Diagram toolbars both have a button labeled
Layout. When you click this button, you see an AutoLayout menu item.
This is actually a toggle. When AutoLayout is turned on, you can’t move
the diagram elements around. For fine-tuning the position of the items in
your diagram, you’ll want to make sure that AutoLayout is turned off. But
be careful. If you turn AutoLayout back on, the diagram will revert to its
You can change the AutoShape used by an element in a diagram. First,
right-click the diagram and turn off the AutoFormat option (by default,
this option is turned on). Then select the element, click the Draw item on
the Drawing toolbar, and choose Change AutoShape. To revert back to the
original shapes, turn the AutoFormat option back on.
To change the diagram background, right-click the background of the
diagram and choose Format Diagram.