 Hello everyone and welcome back to a new tutorial in this video We're going to be sharing you a great add-in available for Excel that allows us to build a dynamic org chart So all we need to worry about is adding the data and the adding will take care of everything else So no more messing around than powerpoint with having to reshape and format Boxes and adding lines or having to worry about paid for features or add-ons or just apps in general So we'll jump straight into it Before we do though, obviously if you're new to a channel Please do hit that subscribe button We've got lots of videos out already and lots more coming out So by subscribing and hitting that bell notification button It will be sure to be notified of all of our future videos and always please do give the video a like as greatly appreciated So what do we need to do so that only things we need for this is obviously to have Microsoft Excel and We are using the office 365 account So I believe quite a lot of people do use office 365 nowadays It's certainly I'd certainly very recommend it if you don't already because you can get it for very cheap monthly subscription So this is the only prerequisite you need to have to do this do this feature Go into a blank sheet and all we need to do is go to the insert tap and Navigate to the button that says get add-ins and if you weren't aware of this button here So you can there's a number of add-ons available to us as office users Covering from everything really so looking on eggs is data analytics all the way through to sales and marketing project management So there's a lot of options on there even though geographic heat map Wonders and he jumped out to me right there So obviously aside from this purpose of this tutorial This is another great feature to go and explore Because you might find some really helpful add-ons in there as well The one we're going to be looking at today is a visio. So all we need to do in our search bar is type in visio and For many other you probably aware that visio is generally a standalone Application as part of Microsoft Microsoft's office that allows us to do some visualizations such as diagrams Workflows and obviously all charts in the example for this video The benefit of this add-in is you do not need to have visio installed on your machine Because the add-in just does this all for you What he's doing is hit add you'll get this pop up here We'll ask you to look at the license terms and privacy policy We're just going to hit a continue because we're already done with that But obviously it's worth noting that you should obviously always read those key pieces of information before just installing anything And then once you've done that you'll get this pop up here for the data visualizer. So you've got three options here We've got basic flow chart What obviously the options see here I don't know what it does this but it keeps growing at the Sections parts go to the next one. So we've got here the cross functional flow charts So slight different way of doing flow charts You see with the grids there and the different sections but the option we're interested in is the organizational charts and You can see we've got a nice selection to choose from so we've got a quick start the vertical design a horizontal design Side-by-side and then also a hybrid example there as well So it pretty much comes down to your personal preference or choice When it comes to how you want to present your all chart for me It will keep it very simple and just go for that vertical option in the middle there all you need to do to Obviously proceed what seems obvious is to just click the all chart you require But what you'll notice as soon as I click that there'll be a data table or the table inserted into this sheet Here sheet number one and it will automatically Automatically produce an all chart and basically what that table has it's just got some Example data for us to start with to build that initial all chart. So if I click the vertical You can see there's inside the table and it's now creating the diagram, which it has already now completed And there we go as simple as that we already have a basic all chart to start with Now I'm just going to make this a bit bigger so you can see from viewing where you are I hope that's fitting on your screen nicely And there we go. There is our all chart and then we can simply if all we needed was the information We had here by the room chance Literally just three levels two managers into a director and then obviously four members of staff You've got all the information you need here and all you need to do is just update the existing information By that if we want to change any of these names or what they're doing. So let's see 80 here. There's bottom left one. Let's say actually this isn't this individual. It's actually Barry Scott Barry Scott and he's not an engineering lead. He's a technician Manager don't even know if that's an actual job or if it really makes sense But that's what we're going to call it and actually he probably won't be a manager down there But we'll say he's a Project Actually, maybe he's a project assistant being logical with what the title of his manager. So we've got a products Assistant So we've made our changes. So all we need to now do is if we hit this refresh button You can see we'll refresh the data is found that actually the name is now Barry Scott And he's a products assistant and it's automatically updated that for us. So very simple and straight to do Another quick change you might suddenly notice is what actually and I'm just going to change the name of mine I'm gonna put in here my name Ben It's just bit easier for me to keep referencing and I'm not then obviously ruining or pronouncing a name very badly So let's just change that as well. So let's say Ben who's the manager of products He's got more than just two people important to him. He's actually got three So all we need to do is now add additional people to this table The key parts of this table Is the employee ID in column a and the manager ID in column D? The employee ID needs to be unique to each individual and as you can see from our example here apart from ID 5 that seems to be missing everything is going in Incrementedly up by one just obviously to make sure that everyone has got a unique ID So our next person would have to be ID 9 And for those who are not familiar with working with tables in Excel All you need to do is just start typing on the next available row beneath your table and the table will automatically register and identify Your new the new row you're entering information into has been a new row to be added to that table And this coolest person Tom Jones first name that comes to mind and let's say that Tom Jones is He's also an assistant, but we just call him a just a standard assistant So the next the most important one of the really important parts here is now We've got Tom Jones, but we now need to know who he reports into and that's where the manager ID comes in So we know he we want him to report into Ben So what we need to do is find out what Ben's ID is so Ben's employee ID is ID 6 And that's all the IDs are in here in column D They are just literally the the individuals employee ID, but obviously it's their manager's employee ID To put it simply so we just need to go and get that from Ben or Alternatively, we know that Barry reports into Ben as well. So we could have just got that information from here Alternatively, so we put in ID 6 and We'll just mark him has a staff member The benefits of obviously this role type that we have here is that allows or this Dictates the formatting going to be used in our all chart. So you can see an executive So Bianca here at the top there She has been because she's an executive obviously her her box in with her name is going to be read Manager we can see her in this purple color and then the staff members are in this like blurry greens or teal color And we have a number of other options available to us there as well. So obviously we could use them if we wanted to So once I'm now out of Tom Jones or needs to do is it refresh and you can see that well in its existence That whole team is moved over to the right-hand side, but we can now see we've got those three individuals reporting into Ben And just to go one bit further. Let's add another person ID 10. Let's call this person. I didn't know it's a clear This issues also an assistant for lack of thought And they say actually she now reports into Barry. So let's go get Barry Scott's ID. What's ID eight? And here's a staff member. Oh And as you'll see I was just using the tab button to move through each of those columns But obviously once I got to the end it added a new row So all we just need to do to avoid any errors is just go right-click on that row go down to delete and just go table rows I know it's when it says table rows sometimes people read that as in oh, I don't want to delete all of the table rows But it just mean it just referring to that particular row You are selected in all the particular rows you have selected. So obviously if you select multiple rows there It will do a delete multiple rows So we've just now added Claire in there. We can do one more refresh And you can see that she's now it's now been updated to show that Claire now reports into Barry So a really easy format to use And dynamically update your org chart and as mentioned before can't stress enough How much easier is when you're updating data like this versus having to rearrange boxes or whatever is needed in PowerPoint? And I did touch up did just touch on the role type So as you'll see with Bianca if I was to change that to a manager and refresh You can see how the formatting in that box is now changed to the manager one. So that's all that does And we've got some options here. So we've got like vacancy. What does that one do? Oh, it's made it yellow And then we've got consultant here as well So it's just got different there. So each role type has been assigned a different color formatting So that just obviously helps that as well, doesn't it? But we'll put it back to executive So we know that she is still at the top of this of this tree Okay, so well that is the basic crux of how to use this add-on Briefly touched on it here when I read Re-typed over obviously if you have any information You want to changes and you need to change someone's name or alternatively if Obviously when you first add this in there, you just need to change people's names All you need to do is just type over that particular information that you want to get rid of So if like me here, let's say actually Bianca is not the manager. It's actually John what he's do is obviously put him in there and I can even say what he's not a director. He's a managing Director just again a very lack of terms you can say it's really easy just to get those updated and to change And it's also worth noticing because I haven't already if you do need to change any of these IDs because you're actually working with your own data All you need to just do is save John's ID is actually ID One zero zero one obviously you can change it to whatever in mice. Well actually just change it properly this day One two three for arguments say just enough quite a bit different We can change it all we need to do is once we've changed his employee ID We need to make sure that anywhere that states his old ID of ID one that that's also changed to Obviously his new one of our one two three, so I'm just going to do that here It's only those two people But as you'll see as when that's refreshed it still enables it to keep its its structure because it's able to map those IDs accordingly So I hope you did enjoy that video if you've got any questions at all You can drop a comment below this video and I'll get back to you as soon as I can If you haven't already do give the video a like it's not only greatly appreciated by myself because it really does help with that YouTube algorithm But it also helps me to identify the videos containing the content that you would like to see more of Lastly, please do subscribe to the channel. Make sure you hit that bell notification button So you're notified of all of our new videos as they come out We've got over a hundred videos on the channel now So if you haven't do check those out some really great contact Various topics to go over so all I have to say is thank you very much again for watching and I shall see you in the next video Before you go don't forget to check out the other videos on our channel You'll see everything from other functions and formulas through to tips and tricks We've also created some playlists so you can see these categorized together So make sure you check those out and get all those useful information and obviously as always don't forget to subscribe and hit that bell notification button