How to create a hierarchy in Excel

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