Create and Format SmartArt – Hierarchy Chart – Microsoft Office 2013


>>Hello. Today we’re going
to talk about SmartArt. So rather than explain how I
got to this particular piece of SmartArt right here, I’m
going to create it with you. So those of you who have toyed around with SmartArt before
probably have an appreciation for how difficult it is to get the shapes looking
the way you want them to. Now, for those of you who
have not really messed around with SmartArt
before, you’re probably going to take this for granted in
which case, I just want you to understand that this is
going to go well for me. It’s going to go quickly
because I have a plan. All right. And so not only do I have a plan but I’m going to
use the text pane. The text pane is over here. All right. So if you use the text
pane and you have a plan, this should go pretty easily. Once this starts
getting off track though, it’s almost impossible to fix. So here is my target
piece of SmartArt. And we’re going to create
it from scratch over here. So here I am. Blank sheet. If you want to create
some SmartArt, it’s under the insert
tab and it’s right here. So SmartArt, there are
many varieties of SmartArt. They all have their
own unique names. I’m going to do the
hierarchy charts today because those are the most
difficult ones, I think. A lot of these are
pretty fancy but — like a pyramid, it’s just not
that hard to put together. Like, for example, here’s
cycle, here’s gears, right, it’s called gear. So here’s a piece of SmartArt. It’s your job to enter text. Now you can enter text
directly on the shapes, but I always advocate
for doing that here. Right. I put an A, put
a B, I put a C. Right. Not too difficult
put together gears. Particularly like gears, you can’t even put
more shapes in gears. Right. I’m trying and
it’s not even letting me. Most SmartArt is easy like this. Just make a choice,
type some information, and it takes care of itself. Now the more difficult
ones are the ones like this where there is relationships
between the data. So we’ve got a president. The president has three
people under this person. VP of sales has two
people under. Marketing has two
people underneath. Accounting has three
people underneath. Right. So note these
relationships, these lines matter, right, showing that there
are three people. Assistant one is not any
higher than assistant two but note the relationships. And so creating those
relationships is where you put some
thought into it. So here I’m heading
over to the insert tab. I’m going to SmartArt. I’m going to go to hierarchy,
all right, just because. I’m going to do the first one. It’s kind of — it’s a middle
of the road difficulty one. Notice when you insert SmartArt, you just get this
random relationship here. That’s not the relationship
we had before. I could try and add
shapes and realign things but I know that’s
a terrible idea. So I’m going to open up the text
pane and what I always do — first thing, I press the
delete key and I get rid of — well, I don’t know. I guess you’ve got to — okay. There you go. See, I just get rid
of everything and start from scratch. That is, by far, the
best way to do this. So the top of that food
chain was the president. And so if want to create a
new shape and I’m working in the text pane, I press enter. And so the next one
would be the VP sales. Notice that they are
on the same link. If I press tab, it indents it. And notice that now
it is below it. You can see it’s below it
with the indentation here and you can see that
indicating below as well. The next one was VP marketing. I’m just going to press enter. And since I am one level
down, the next shape is going to be one level down
which is good. See, this is not that hard. I mean just because
I know how it works. If I press enter again,
I’m going to do my next VP. And this was VP of accounting. All right. So notice I’ve got
that relationship. I’ve got three children
underneath the president. Right. Three children
underneath the president. I had a plan and I’m not
trying to change things. I’m just doing it
right the first time which is really the
only way I can advise. So now we’ve got
to get to the part where we’ve got to
do these children. All right. And there’s no wrong
order to do that. Let’s just start with sales. That makes sense to me. Right. So sales had
two children. So I’m going to click on sales. I’m going to press enter. Notice that’s not the
relationship I’m going for. If I press tab, it’s
now underneath it and we’re getting
one step closer. And so this was underling one. And I’m going to
press enter again and create another
child, underling two. And so notice if I just
have some thought and I know where these things are going to go then I just put
them in the right place. There is no adjusting. Marketing had two
children as well so I’m going to press enter. I’m going to tab in and so this
is minion one and minion two. And then accounting
had three children. And then these were
assistant one, assistant two, and assistant three
and that’s the chart. All right. Notice I didn’t swing
anything around. There was no right clicking and
dragging or anything like that. I just thoughtfully used the
text pane to put this together. Now it’s pretty boring in blue. So if I want to make this
look like this, well, I selected my SmartArt and
I went to change colors and I did a colorful one, which
is just what I normally do. All right. These are just different
color schemes. Do what you want to do. Here’s a colorful one. And I also went into styles
and I went to 3-D polished which is just kind
of the standard. That seems like the standard
that most people ask for, which is relatively
easy to find. And now that chart
is that chart. And this one is just bigger. And these things tend
to resize on their own. Now one thing I don’t
like about this chart — that’s just how it turned
out and that’s okay. But this is not what you
would call a balanced tree. I think it looks better and
it’s a more accurate depiction if you balance it. So what I’m going to
do is make a decision about what needs to be balanced. Let me just balance
a piece of it first to show you what
that looks like. So if I select this chunk of the
tree, you can do it from here or there, you go to
layout, you go to standard. That’s balanced. Right. I mean that’s more
clearly illustrating that hey, these guys are on
the same level. Like this, it kind of looks like
minion one is above minion two. You actually have to think
about it for a second. So I’m just going to select
that whole part of the tree and balance it like that. And you can see why this is kind
of better because it’s larger and it’s easier to read, but this is a more
accurate depiction. So it all really depends how
many children are on the level, but I think this is
probably what you would want. Probably. It all depends. Like this is more accurate. This is easier to read. Notice what I did not do. Let’s just start messing
around with this one. So I’ve seen this
a million times. People will grab a shape and
they’ll start kind of moving it around trying to
balance it themselves. Look at those lines. Right. This is awful. I mean it is terrible. So my point is, use those
tools to align it for you. Right. I can’t even get it. And here’s the fun part. You’re like, okay, I
guess that’s not too good. At one point I should
probably decide to give up. If I try and balance
it now, I can’t. Isn’t that just the
weirdest thing? I don’t know really
why it works like that, but once you start
monkeying around with them, then these layout tools
are worthless to you. So don’t mess up your chart by
trying to get too cute with it. So that’s a SmartArt. And that probably looked easy if it’s the first time
you’ve ever seen it. It was only easy because
I used the text pane and because I knew what
I was trying to do. This is about relationships. It’s not about what
it looks like so much. If you create the
proper relationships, everything should
take care of itself. That’s SmartArt. Thanks for watching.

56 thoughts on “Create and Format SmartArt – Hierarchy Chart – Microsoft Office 2013

  1. Very helpful and answered a few of my answers when trying to alter look without the layout tool.

  2. Awesome video! Simple, clear and to the point. Maybe you know this feature well because it kind of sounds like your last name????

  3. How do you add a hanging tree (creats a T roated + 90 deg or -90 deg in the lines that connect upper and lower levels of hierarchy) between layers?

  4. I REALLLLLLLLLLLLLLLLLLLLLLLLLLY appreciate this video! You have NOOOOOOO idea!!!!! Thank you a million times dude!!!!!!!!

  5. I have office 2010 and using Excel… once I close the sheet(?), it saves it… how do I delete the thing ? It's garbage and I just don't want it…. how to get rid of it ?? Also, in the hierarchy chart, as in a family tree… how do you enlarge the cells and have a 5 gen. chart print out on a Full sheet of paper? I need larger cell sizes to read the info in them. I down loaded a template… but it only prints on half of the page and I can't read a thing.
    also…. your Youtube is the BEST one I've seen… way better than any of them up her…
    also, your voice, sounds like an airline captain.
    Thanks Mr. Ken… awesome you tube.

  6. Great tutorial! Thanks for the tip: "It is all about the relationship".

  7. thank you!!! first time doing an organizational chart and I learned off of this tutorial. Very easy and insightful, thanks!

  8. What do you do if one descendant has two parents? Are you able to show that using the hierarchy smartart?

  9. Question: What if minion 1 reported to marketing and VP sales. How would you formulate that?

  10. Lmbo at Minion and Underling!!! I was trying to explain the different levels of personnel in the hierarchy to my middle school students in a kid friendly way. That is HILARIOUS!!!

  11. Excellent! I spent ages trying to figure this out on my own and 30 seconds watching the video!

  12. using Labeled Hierarchy in SmartArt in excel I have hit a limit in the amount of entries i can add.
    (Q) is there any way to increase the number of entries that you can add to one table? I have had to use so far 3 tables (and require more) as each time hit the limit
    (Q) any other ideas or tables I can use that have no limits?

  13. Thanks for sharing. There is also this template which can be useful for those who are interested : http://bit.ly/automatic-organizational-chart

  14. Thanks for this! – the tip to letter the boxes before starting saves endless aggravation! I also wanted to have the top level with TWO boxes, pointing down to a single next level, and then branching out from there below. I have looked at all the smart art types and tried what looked obvious but couldn't find one that let me do that. SO am still aggravated at smart charts, but your tips help. Thank you!

  15. I'm not getting how to make the text box re-appear once it goes away (this in word). What's the magic?

  16. Is there any way, where we can connect seven different boxes into one box? For example I have my flowchart but I want to indicate that even the "Big Boss" has 7 small bosses above him. I created the additional boxes but only the center one is linked to the "Big Boss".

  17. Your this video should have been on top of the Search Query in Youtube! Much helpful it was!

  18. I make a family tree using Organisation chart, but after entering 255 shapes i got an issue. Red X appears.. brother how do i solve it…

  19. How do i get a smart art with unlimited number of shapes? Because these smart art have a limited number of shapes and we can not exceed for further…

  20. The problem comes when really big WBS come in. Mine should be readable but it sadly isn't.

  21. Man This is what i was looking for… Thank you very much.

  22. This was so helpful. I couldn't figure out how to balance the "underlings". Thanks!

  23. Hey I am having a problem, where I have tow vice presidents, and 5 manager. All 5 managers need to report to both Vice Presidents, but the chart only lets the 5 managers report to only 1 of the two Vice Presidents. I need one extra line going from the other VP to the Managers.

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