Purpose of knowledge article

This article will provide instructions on how to create an Organizational Chart using Google Sheet
Please note that the functions are limited when compared to a dedicated organizational chart tool

Resolution

Google Sheets Organizational Chart uses information between 2 and 3 columns (columns A to C)
- Column C, the Description column is information that shows up when you move a mouse over a name on the chart
This instruction will illustrate the relationship between employees and managers with an optional additional description if desired as an example
A few things to keep in mind before you begin:
- The order of how the names are input will not affect the chart as long as you have the relationship between column A and column B correct
- It is case sensitive, ie 'Lisa' vs 'lisa' will be read as two different names
- If you forget to input some names, you can always come back and add more

1	Create a new Google Sheet in your Google Drive	no image
2	In cell A1 type in "Employee"
3	In cell B1 type in "Manager"
4	In cell C1 type in "Description" - this links to column A in the same row Please note that this one is optional
5	Start typing in the names of employees, managers, and (optional) descriptions in the appropriate column
6	Once you finish typing up the sheet, highlight the entire A and B columns (and the C column as well if you are using the C column for "Description")
7	click on Insert in the menu
8	Select Chart
9	The Chart Editor tool will pop up. Under the Chart type field, look for and select the Organizational Chart (it is located at the bottom of the list under the Other section)
10	Check the box for Use row 1 as headers
11	That is your organizational chart To properly test the organizational chart you created, close out the Chart Editor and select the chart again (click on it once). This mainly affects seeing how column C (Description column) will work.	no image