How to Make Org Chart Linked to Data with AI - Easiest Method

Introduction

In this tutorial, we will learn how to create a professional organizational chart using Bricks, an AI-powered tool designed to simplify data management. This step-by-step guide will help you import your organization's data, customize the chart, and export it for easy sharing. Whether your data originates from Excel, Word, or a Notepad file, this process will streamline the creation of your org chart.

Step 1: Prepare Your Data

Before using Bricks, ensure your data is organized. Follow these steps:

• Gather your organizational data in a structured format. Common options include:
  • Excel spreadsheet
  • Word document
  • Notepad file
• Ensure that your data includes key elements such as:
  • Employee names
  • Titles
  • Reporting structure (who reports to whom)

Step 2: Create the Org Chart in Bricks

Once your data is prepared, proceed to create the org chart:

• Access Bricks through the provided link.
• Import your data:
  • Click on the import option and select your prepared file.
  • Follow any prompts to ensure the data is correctly uploaded.
• Bricks will automatically generate an initial org chart based on your data.

Step 3: Customize Org Chart Styles

To make your org chart visually appealing:

• Explore style options in Bricks:
  • Change the layout of the chart.
  • Select different color schemes to match your brand.
• Use the customization tools to adjust:
  • Shapes
  • Fonts
  • Line styles

Step 4: Edit Chart Data Visually

Bricks allows you to edit the org chart directly:

• Click on any element of the chart to modify:
  • Employee names
  • Titles
  • Relationships
• Any changes made will be reflected immediately in the chart.

Step 5: Update the Org Chart with Real-Time Data

Keep your org chart current:

• Connect your data source, if applicable, to enable real-time updates.
• Make sure to refresh the chart regularly to capture any changes in the organizational structure.

Step 6: Add Color and Customize the Org Chart

Enhance the visual impact of your chart:

• Add colors to different sections to represent various departments or teams.
• Include icons or symbols to signify roles or statuses.

Step 7: Export the Org Chart

Once your org chart is complete, you can export it for sharing:

• Choose the export option in Bricks.
• Select your preferred format (PNG or PDF).
• Save the file to your desired location for presentations or reports.

Step 8: Filter Data for Specific Views

If you need to focus on particular aspects of the organization:

• Use the filtering options within Bricks to isolate specific teams or departments.
• Adjust the view to only display relevant information for your audience.

Step 9: Add Photos to the Org Chart

Personalize the org chart further:

• Upload photos of employees to enhance recognition and connection.
• Position the photos next to names or titles for a more engaging presentation.

Step 10: Use the Bricks Board for Presentations

Bricks includes features for effective presentations:

• Utilize the presentation mode to showcase your org chart live.
• Navigate through different views seamlessly during your presentation.

Step 11: Share Org Chart with Others

Make collaboration easy:

• Use the sharing options to distribute the org chart via email or links.
• Ensure that team members have access to the most recent version.

Step 12: Explore Additional Features

Bricks offers even more capabilities:

• Discover features like timeline creation and infographics.
• Experiment with these tools to enhance your organizational communications.

Conclusion

Creating an organizational chart using Bricks is an efficient way to visualize your organization's structure. By following these steps, you can easily import data, customize your chart, and share it effectively. For further enhancement, explore the additional features available in Bricks. Start building your org chart today for a clearer and more engaging representation of your team!