Transform Your Excel Data Into Professional Organization Charts
Turn your existing Excel employee data into beautiful, interactive organizational charts. No complex setup required—just map three essential columns and create professional org charts in seconds.
Why Get a License?
A license enables you to use Savvy Org Charts with your own employee data and create professional organizational charts from any Excel file.
Build manager hierarchies from flat Excel files
Create customizable org charts with 1, 2, or 3 levels of hierarchy
Customize card content with any information from your data file
Color-code by location, job level, performance or any data field
Control data display with icons and text transformations
Apply advanced filtering and sorting options
Save chart configurations
Export charts to PowerPoint
Welcome to the Savvy Org Charts Add-In. Select your data worksheet and map columns to build custom organizational charts.
Map Your Data
Hierarchy Created Successfully!
Your organization hierarchy has been processed successfully. Click the button below to continue to the chart builder.
Org Chart
Exclude from customizations:
Data Type
Display Rules
No display rules available. Please select a demographic first.
Save Icons & Indicators Settings
Save the current display mappings for "" to preset "" to preserve your changes.
%
Fill Color Levels
No color levels available. Please select a variable first.
Border Color Levels
No color levels available. Please select a variable first.
Sort Variables
Sort Levels for Variable 1
No sort levels available. Please select a variable first.
Sort Levels for Variable 2
No sort levels available. Please select a variable first.
Sort Levels for Variable 3
No sort levels available. Please select a variable first.
All people selected ▼
Select values ▼
Select values ▼
Select values ▼
Select values ▼
Select values ▼
Save Current Settings to Preset
This will save all current settings to the selected preset.
Manage Presets
Preset Name
Actions
Default
Edit Data
Edit your organization data here.
Scenario Planning
What do you want to do?
Current State
| Employee ID | Employee Name |
|---|
Direct Reports
| Employee ID | Employee Name |
|---|
Updates
| Manager ID | Manager Name |
|---|
Add New Role
Enter New Role Information
Search for Manager
| Manager ID | Manager Name |
|---|
Savvy Org Charts Help Guide
What is Savvy Org Charts?
Savvy Org Charts is a powerful Excel add-in that transforms your employee data into professional, interactive organizational charts. Whether you're in HR, management, or organizational development, this tool helps you visualize your company's structure with ease.
Key Features
- Transform Excel employee data into professional org charts
- View 1, 2, or 3 levels of organizational hierarchy
- Customize card content with any information from your data file
- Control data display with icons and text transformations
- Color-code by location, job level, performance or any data field
- Apply advanced filtering and sorting options
- Save and reuse chart configurations with presets
- Export charts to PowerPoint for presentations
Detailed Help Topics
Complete Walkthrough
- Prepare Your Data: Ensure your Excel worksheet contains employee information with at least Employee ID, Employee Name, and Manager ID columns.
- Select Your Worksheet: Choose the worksheet containing your employee data.
- Specify Header Row: Tell the app which row contains your column headers.
- Map Your Columns: Link your data columns to the required fields (Employee ID, Name, Manager ID).
- Build Hierarchy: Click "Build Hierarchy" to process your organizational structure.
- Continue to Chart Builder: Navigate to the chart configuration section.
- Select Manager: Choose the manager whose team you want to visualize.
- Configure Chart Options: Set levels, colors, filters, and other preferences.
- Generate Chart: Click "Generate Org Chart" to create your visualization.
Required Data Columns
Essential Columns (Required):
- Employee ID: Unique identifier for each employee
- Employee Name: Full name of the employee
- Manager ID: ID of the employee's direct manager
Optional Columns:
- Job Title: Position or role title
Additional Data Fields
You can include any additional data in your worksheet - categorical fields like department, location, performance rating, or numeric fields like salary, years of service, headcount. These fields can be used for chart customization, filtering, and display.
Data Format Best Practices
- Consistent IDs: Use the same format for all Employee IDs and Manager IDs
- Clean Data: Remove extra spaces and ensure consistency
- Top-Level Employees: CEOs or top-level managers should have blank Manager ID fields
- No Circular References: Ensure no employee reports to themselves or creates reporting loops
Common Issues: Inconsistent naming, missing manager relationships, and duplicate employee IDs can cause hierarchy building problems.
- 1 Level: Shows manager and direct reports only
- 2 Levels: Shows manager, direct reports, and their direct reports
- 3 Levels: Shows three levels of organizational hierarchy below the selected leader
- Custom Fields: Up to 14 custom data fields pulled from your data file like department, location, performance, potential, and more
- Field Positioning: Control exactly where each piece of information appears in the employee box
Control how individual values within each data field are displayed:
- Raw Values: Show data exactly as written in your file
- Blank Values: Hide specific values or make fields blank
- Symbol Display: Replace text with any of 75 different icons
- Text Transformation: Change text display (e.g., group performance ratings 4-5 as "High Performers")
- Font Color Changes: Apply different colors to grouped values
- Numeric Cutoffs: Create ranges for numeric values (e.g., time in role >3 years shows with a caution sign)
- Fill Colors: Color-code boxes by department, location, or any data field
- Border Colors: Add colored borders to highlight specific groups like those in critical jobs
- Custom Color Schemes: Use color presets or create your own custom color schemes
- Border Thickness: Set custom border thickness for visual emphasis
- Sort by Any Field: Sort employees by any data column in your worksheet
- Multiple Criteria: Sort by multiple fields simultaneously
- Custom Sort Orders: Set sort orders for any field with ascending or descending direction or custom sort orders for fields like employee performance, potential, or level
- Field-Based Filtering: Filter by any data column in your worksheet with include/exclude options
- Advanced Filtering: Apply multiple filters simultaneously
- Save Configurations: Save your chart settings as reusable presets
- Multiple Views: Create different views for different audiences
- Quick Switching: Switch between saved configurations instantly
- Default Settings: Set default presets for consistent chart creation
- PowerPoint Ready: Charts are saved to a new Excel tab and grouped for easy copying into PowerPoint
- Editable Format: Charts can be added to PowerPoint as editable objects rather than static images
- Professional Output: High-quality charts ready for presentations and reports
- Easy Manipulation: Grouped chart elements can be easily resized and repositioned
Data Mapping Problems
- "Please map required fields" error: Ensure Employee ID, Employee Name, and Manager ID are all selected
- Columns not appearing: Check that your header row number is correct
- Wrong data showing: Verify you've selected the correct worksheet
Hierarchy Building Issues
- Missing employees: Check for typos in Manager IDs or Employee IDs
- Circular reference errors: Ensure no employee reports to themselves
- Orphaned employees: Verify manager relationships are correct
Chart Generation Problems
- No manager selected: Use the search box to find and select a manager
- Empty chart: Check that the selected manager has direct reports
- Performance issues: Use filters to reduce the number of employees in large organizations
Quick Fix: Most issues can be resolved by clicking the "Reset" button and starting over with clean data.
Feature Comparison
| Feature | Basic | Professional |
|---|---|---|
| Data mapping and hierarchy building | ✓ | ✓ |
| 1 and 2 level org charts with name and title | ✓ | ✓ |
| Basic filtering and sorting | ✓ | ✓ |
| PowerPoint-friendly chart export | ✓ | ✓ |
| 3-level organizational charts | ✗ | ✓ |
| Custom employee fields (up to 14) | ✗ | ✓ |
| Icons & Indicators | ✗ | ✓ |
| Color customization options | ✗ | ✓ |
| Advanced sorting | ✗ | ✓ |
| Advanced filtering | ✗ | ✓ |
| Presets | ✗ | ✓ |
Demo Mode
Try all Professional features with sample data before purchasing. Demo Mode allows you to:
- Test 3-level charts with sample organizational data
- Experiment with color customization options
- Try advanced filtering and sorting features
- Explore preset management capabilities
- Test data display options with custom fields
Recommendation: Use Demo Mode to ensure the Professional features meet your needs before upgrading.
Need Additional Help?
Email Support: info@savvyanalytiqs.com
Website: www.savvyanalytiqs.com
Legal Information
License Management
Activate Your License
Enter your license key to unlock all professional features: