Excel 2024: Build Org Charts with the Visio Data Visualizer in Excel

Most people with Microsoft 365 will have a new Visio Data Visualizer tool in Excel. It is found on the Insert tab, in the Add-Ins group.

The easiest way to get started is to go to File, New and search the templates for "flowcharts". There should be five results, but these three are for the Visio tool.

Choose Org Chart and then click Create. There are five styles to choose from. Choose one style. Excel will open with some sample data, the chart from that data, and three more worksheets explaining how it works.

After you replace the sample data with your data, you click Refresh on the org chart.

Caution: There are resize handles on the diagram, but you have to first click on the edge of the frame around the diagram. This drove me crazy at first.