How to create a hierarchy in Excel
By
SpreadCheaters
You can watch a video tutorial here.
Several tools are common across Microsoft Office applications and the SmartArt suite is one of them. You may need to create a hierarchy when you are working in Excel. For example, if you are preparing a report related to Human Resources, you may want to include a chart depicting the team structure.
Step 1 – Open the Choose a SmartArt graphic dialog box
– Go to Insert > Illustrations
– Click the SmartArt button
Step 2 – Select a hierarchy
– Go to Hierarchy
– Pick any one of the options displayed
– Click OK
Step 3 – Open the text pane
– In the chart that is inserted into the worksheet, click on the arrow on the left border
Step 4 – Create the hierarchy of names
– In the text pane, add the names of people, starting with the topmost person in the hierarchy
– Press TAB to indent to the next level of the hierarchy
– Press ENTER to enter names in the same level of the hierarchy
– To bring a name to the previous level (unindent) press SHIFT+TAB
Step 5 – Check and format the result
– Format the chart using one of the preset designs under SmartArt Design or customize the chart using the Format options
