A spreadsheet may contain data that has been packed densely with important stuff but may end up being difficult to interpret. Instead, one can use flowcharts to show how different data points are related, simplifying the data in the spreadsheets. This guide will help you figure out the way to create a flowchart in Microsoft Excel.
What is a Flowchart?
A flowchart represents an algorithm, system, or computer process. Documentation, studies, planning, evaluation, improvement, and communication of complex processes are frequently accomplished using clear, understandable diagrams. As it is sometimes called, the flowchart, or flow chart, uses rectangles, ovals, diamonds, and possibly other shapes to define the types of steps, along with connecting arrows to indicate flow and sequence of events.
How to Create a Flowchart in Microsoft Excel (Guide)
- Create Flowchart using SmartArt
- Build Flowchart from Scatch
- Add Shapes to Flowchart
1] Create Flowchart using SmartArt
Excel’s built-in flowchart templates make it easy to create flowcharts. You can customize the worksheet and page layout after selecting a SmartArt flowchart. Excel makes it easy for users to create a flowchart. Here’s how you can create flowcharts using SmartArt.
- Start by pulling up the worksheet you’d like to insert the chart into.
- Next, navigate to the Insert tab and click on the SmartArt tool present under Illustrations.
- This will pop open a new window for the user to choose a SmartArt template. Next, head over to the Process tab from the left navigation pane.
- Select your desired flowchart template from among the available options. You can now insert your new flowchart design by pressing the OK button.
Once added, click on the individual elements to customize the text and formatting.
Create an Excel Flowchart From Scratch
Creating flowcharts using SmartArt designs is easy, but sometimes they require specific design types that aren’t just available and need to be created manually. So here’s how you can go forward with it.
Start with creating a grid (that looks like graph paper). To make the column width the same, that is the default: 20 pixels, you must change the width to 2.14. To do so, select all the cells in the spreadsheet, navigate to the Format section under Cells and choose Column Width from the drop-down. Finally, enter the value as 2.14 in the text box and choose OK.
Snap to Grid will help you place and resize the shapes easily. To enable it, head over to the Page Layout tab -> Align and choose Snap to Grid.
Add Shapes for the Flowchart
Now that the worksheet is ready to be filled with a flowchart, here’s how you can use the Shapes tool to begin with the process.
- In the worksheet, head over to the Insert tab and choose the Shapes tool under the Illustrations section. This will display a dropdown menu with a variety of shapes.
- Go ahead and select a shape of your choice from under the Flowchart section. You can size the space as per your preference on the worksheet. As you draw the shape, it will automatically snap to the gridlines if Snap to Grid is enabled.
- Once the first shape has been put to place, you’ll notice a new Format tab appearing right next to Help in the ribbon.
- Navigate to the Format tab, and here you’ll find a ton of options. The tool to add new shapes is available in the top left corner. The option to add text to the flowchart is right next to the Shape tool under Insert Shapes.
- To connect the shapes (add a connector line), find and choose any one of the lines under Insert Shapes. Next, drag and place the connector between two shapes.
You can continue this process for multiple shapes and connectors.
Microsoft Excel offers the ability to create flowcharts, making it a beneficial and versatile tool for keeping stuff organized. That said, do let us know which one did you end up using: SmartArt or the Shape tool? by dropping a comment down below.