Create a quick org chart in PowerPoint – TechRepublic

When you're assembling a presentation to deliver news or information about the structure of your company, an org chart can help you convey the big picture. If that structure is vast or labyrinthine, you might be better served by creating a chart in Visio or some other dedicated diagramming tool. But if the structure is relatively flat (or lends itself to being split into discrete modules, which can be placed on a series of slides), you can quickly put something together within PowerPoint. The tools and options are straightforward, and the chart you create will blend in with the formatting of the presentation, saving you from having to modify a mismatched chart created outside PowerPoint. The process of creating this type of org chart really just boils down to adding and arranging shapes that represent the relationships of employees. To demonstrate, let's create a simple chart. Then, we'll consider various ways to tweak it. Start by creating a slide for the org chart: After you've inserted a chart, the basic tasks required to set it up consist of adding shapes, adding names or labels to each shape, and setting the layout and formatting of the chart elements so they're attractive (or at least easy to read and understand). Adding shapes is simply a matter of selecting an existing shape, clicking Insert Shape on the Organization Chart toolbar, and choosing the appropriate position. You can also right-click on a shape and choose the position from a shortcut menu. Adding a name or label within a shape is just like inserting text in any other AutoShape (or text box). Click inside the shape and type the desired text. You can also apply text formatting using the usual means. For instance, you could select the CEO's name in the top shape and click the Bold button to make it stand out a little more. You can explore the Layout options to find what works best for you. One additional note here: The AutoLayout option (on the Layout drop-down list) is enabled by default. If you need to manually build or change chart elements — such as adding a second leader at the top of the hierarchy — you can deselect this option. With AutoLayout turned off, you'll be working with AutoShapes freehand rather than being constrained by any diagramming rules. Just bear in mind that if you reactivate AutoLayout for this chart, things will snap back into the configuration the tool thinks is best, and you'll lose your customized structure. If you'd rather manually format your org chart, you can work with the elements as you would any other AutoShapes — select them and apply the desired formatting. We mentioned earlier that you can hold down Shift and click to select multiple items. But a more logical scenario would be to apply the same formatting to particular items in the same category — for instance, all the shapes at a certain level, all of one manager's reports, or all the assistants. We've covered a lot of territory here, introducing the various options. But in actual practice, you can probably throw together a chart in far less time than it took to read this article. And don't forget that you can parcel out your structure across multiple slides to keep things manageable. Just create a separate chart for each business unit, division, department, or team — whatever makes sense for your presentation. If you use Autoformat, you won't have to worry about consistent appearance from one chart to the next. Jody Gilbert has been writing and editing technical articles for the past 25 years. She was part of the team that launched TechRepublic and is now senior editor for Tech Pro Research. Jody Gilbert has been writing and editing technical articles for the past 25 years. She was part of the team that launched TechRepublic and is now senior editor for Tech Pro Research. Source.


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Last Modified: April 23, 2016 @ 1:08 pm