How To Draw Flowchart In Excel

Microsoft Excel has features that permit you to make a flowchart directly within your Excel spreadsheet, but information technology volition require some preliminary formatting and manual adjustments to implement your shapes and text. While we recommend saving time by using Lucidchart (skip to the adjacent section to learn how!), we've outlined the steps to build a flowchart from inside Excel beneath

1. Format a grid

Calculation a grid to Excel volition make creating flowcharts and diagrams a little easier, just know that it'south non required, especially if you lot're experienced in Excel. Past formatting a grid, you lot're changing the column width so that it'due south the same size every bit the default row heights, which will, in turn, make added shapes more uniform and properly proportioned.

To modify the width of your columns, click the "Select All" button to select all of the cells in your spreadsheet. Correct-click on one of the highlighted columns and select "Column Width." Enter a new width in the dialogue box and click "OK."

Default column width and row height in Excel are determined by your font choice. If you lot are using Calibri size xi font, modify the column width to two.14 to format a grid. For other font choices, you'll need to cheque the row height before adjusting column width. To do this, right-click on a row and select "Row Height." Exercise not change the elevation, simply annotation the measurement and, post-obit the steps above, change the column width to match.

2. Enable snap to grid/shape alignment feature

Selecting "Snap to Filigree" makes flowchart shapes resize and "snap" to the nearest grid line, keeping sizing consistent across shapes. If yous choose "Snap to Shape," your shapes snap to the edges of other nearby shapes within your flowchart.

To enable either feature, become to Page Layout > Align  > Snap to Grid (or Snap to Shape).

three. Adjust page layout every bit needed

Before making your flowchart, quickly run through the formatting guidelines it must follow. If yous program to print your flowchart or transfer information technology to Microsoft Word, for example, it must fit inside a single page—you'll need to alter your spreadsheet layout accordingly.

Some layout elements to consider are margins, folio orientation, and size. All of these can be adjusted from the page layout tab.

Be cautious when irresolute the Theme on the Folio Layout tab; it not only alters fonts and color themes merely also modifies row height and column width, which in turn tin modify the number of shapes that fit on a page.

iv. Add together Shapes

There are two ways to add shapes to a flowchart in Excel: you can utilize SmartArt or Shapes within the insert tab. SmartArt graphics are premade groups of shapes with styling and logic congenital into them. Shapes are individual objects that can be added to a spreadsheet and edited as necessary. Y'all can refer to our flowchart symbols and notations guide to meliorate familiarize yourself with the most unremarkably used flowchart shapes.

Calculation symbols via SmartArt in Excel

Go to the Insert tab and select SmartArt. A dialog volition pop up and prompt you lot to option a SmartArt graphic from the gallery. We recommend selecting graphics from within the "Process" category considering they nearly closely resemble standard flowchart diagrams, only don't feel limited to any unmarried category. Choose any graphic that fits your diagramming needs.

Once you select the SmartArt graphic you desire to insert, a preview of that flowchart graphic volition announced in the correct panel along with an explanation of its logic. Think that not every option is classified as a flowchart shape.

To replace your diagram with a different SmartArt graphic, select it and press "Delete." You can then click the SmartArt Graphics (Insert > SmartArt) and choose a different chart type. If you lot prefer to change the layout of a SmartArt graphic, select the shape(southward) and select a new style from the Design tab within the Ribbon bill of fare. At any fourth dimension, the SmartArt chart layout tin be edited without losing any text.

Continue to add together flowchart shapes from the design tab and connect them with lines until your flowchart is set. You may find that unlike the vast Lucidchart shape library and shape import features, some SmartArt Graphics don't back up unlimited shape addition. For those that practise, select the shape nearest to where you lot want to add a new shape. Y'all may demand to select the unabridged chart, depending on which type you've inserted. Then choose an action, such as "Add a Shape," from the design tab.

Adding symbols via shapes in Excel

You can likewise build your flowchart in excel using the shapes tool. To access Excel'south shape library, become to the insert tab and click "Shapes." A gallery will announced with a diverseness of basic shapes including lines, arrows, and geometric shapes. Scroll downwardly to find the flowchart section.

Click the flowchart shape y'all want to add, then drag the shape to size on the Excel sail. You tin easily click on it to resize or move the shape anywhere on the document.

Keep to add shapes and connect them with lines until you lot've created your flowchart.

5. Add Text

Add text to your flowchart by clicking your placed flowchart symbol, and then brainstorm typing. In SmartArt, the text boxes and font sizes will automatically resize based on how much text y'all add.

Edit your text by selecting font options from either the Ribbon abode card or the dialog box that appears next to the shapes.

6. Add Lines

To add lines, navigate to the insert tab, select "Shapes," then click the desired line fashion to connect shapes with lines. Click and drag on the spreadsheet to draw the line.

vii. Format the Flowchart

Once you have your flowchart shapes, text, and lines in your Excel sheet, the ribbon at the top offers additional customization options for colors, styles, and formats. Play around with your lines and shapes inside the Insert tab and increase the line thickness, font styles, colors, and transparency.

Source: https://www.lucidchart.com/pages/how-to-make-a-flowchart-in-excel

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