How to Draw Diagram in Excel

Microsoft Excel has features that let y'all to brand a flowchart directly within your Excel spreadsheet, but information technology will require some preliminary formatting and manual adjustments to implement your shapes and text. While nosotros 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 below

1. Format a filigree

Adding a filigree to Excel will make creating flowcharts and diagrams a little easier, but know that information technology'due south not required, especially if you're experienced in Excel. By formatting a grid, you're changing the column width and then that it'southward the same size as the default row heights, which will, in turn, make added shapes more than compatible and properly proportioned.

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

Default cavalcade width and row height in Excel are determined past your font option. If you lot are using Calibri size eleven font, alter the column width to 2.14 to format a grid. For other font choices, you'll need to check the row height earlier adjusting column width. To do this, right-click on a row and select "Row Meridian." Practice not change the height, merely note the measurement and, following the steps above, change the column width to match.

ii. Enable snap to grid/shape alignment feature

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

To enable either feature, go to Page Layout > Marshal  > Snap to Filigree (or Snap to Shape).

3. Suit page layout as needed

Before making your flowchart, quickly run through the formatting guidelines information technology must follow. If y'all plan to impress your flowchart or transfer it to Microsoft Word, for example, it must fit within a single page—you'll need to change your spreadsheet layout accordingly.

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

Be cautious when changing the Theme on the Page Layout tab; it not just alters fonts and colour themes only also modifies row height and column width, which in turn can change the number of shapes that fit on a page.

4. Add Shapes

There are 2 ways to add shapes to a flowchart in Excel: you can utilize SmartArt or Shapes inside the insert tab. SmartArt graphics are premade groups of shapes with styling and logic built into them. Shapes are private objects that can be added to a spreadsheet and edited as necessary. You tin refer to our flowchart symbols and notations guide to amend familiarize yourself with the most commonly used flowchart shapes.

Adding symbols via SmartArt in Excel

Go to the Insert tab and select SmartArt. A dialog volition pop up and prompt y'all to pick a SmartArt graphic from the gallery. Nosotros recommend selecting graphics from within the "Process" category considering they nearly closely resemble standard flowchart diagrams, but don't feel limited to any single category. Choose whatever graphic that fits your diagramming needs.

Once yous select the SmartArt graphic you desire to insert, a preview of that flowchart graphic will appear in the right console along with an explanation of its logic. Recollect that not every option is classified as a flowchart shape.

To supervene upon your diagram with a different SmartArt graphic, select it and printing "Delete." You tin then click the SmartArt Graphics (Insert > SmartArt) and choose a different chart type. If you prefer to change the layout of a SmartArt graphic, select the shape(s) and select a new fashion from the Design tab inside the Ribbon card. At whatsoever time, the SmartArt nautical chart layout can be edited without losing whatsoever text.

Go on to add flowchart shapes from the blueprint tab and connect them with lines until your flowchart is ready. You may find that unlike the vast Lucidchart shape library and shape import features, some SmartArt Graphics don't back up unlimited shape add-on. For those that do, select the shape nearest to where you want to add a new shape. You may need to select the entire chart, depending on which type you've inserted. Then choose an action, such as "Add a Shape," from the pattern tab.

Calculation symbols via shapes in Excel

You tin besides build your flowchart in excel using the shapes tool. To access Excel'southward shape library, get to the insert tab and click "Shapes." A gallery will announced with a variety of bones shapes including lines, arrows, and geometric shapes. Curlicue down to find the flowchart department.

Click the flowchart shape you want to add together, then drag the shape to size on the Excel sheet. You can easily click on information technology to resize or move the shape anywhere on the certificate.

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

5. Add Text

Add text to your flowchart by clicking your placed flowchart symbol, and and so begin 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 habitation menu or the dialog box that appears next to the shapes.

6. Add Lines

To add lines, navigate to the insert tab, select "Shapes," and so click the desired line style 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 height offers additional customization options for colors, styles, and formats. Play around with your lines and shapes within the Insert tab and increase the line thickness, font styles, colors, and transparency.

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

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