Org charts in Google Sheets - Dashboard Guide

Dashboard Mode - Org charts

Dashboard Goal

Show the company hierarchy clearly so anyone can see who reports to whom and understand the team structure.

Sample Data

Employee ID	Name	Title	Manager ID
1	Alice	CEO
2	Bob	CTO	1
3	Carol	CFO	1
4	David	Lead Engineer	2
5	Eve	Engineer	4
6	Frank	Accountant	3
7	Grace	HR Manager	1

Place in A1:D8.

Dashboard Components

• Filter Dropdown: A10: "Filter Manager", B10 data validation List source: =TRANSPOSE(UNIQUE({"All";B2:B100}))
  C10: =IF(B10="All","",XLOOKUP(B10,B2:B100,A2:A100)) (selected ID)
  D10: =IF(B10="All",0,DEPTH(C10)) (root depth)
• Named Functions: Data > Named functions
  DEPTH(emp_id)=LAMBDA(emp_id,LET(mgr_id,XLOOKUP(emp_id,A2:A100,D2:D100),IF(ISBLANK(mgr_id),0,1+DEPTH(mgr_id))))
SUBTREE(root_id)=LAMBDA(root_id,REDUCE(TOCOL(root_id,1),FILTER(A2:A100,D2:D100=root_id),LAMBDA(acc,next,VSTACK(acc,SUBTREE(next)))))
• KPI Card: F2: "Total Employees", G2: =ROWS(F12#)
  Counts employees in filtered subtree.
• Filtered Data (hidden helper): F12 (spills):
  =LET(sel_id,IF(B10="All","",XLOOKUP(B10,B2:B100,A2:A100)),sub_ids,IF(sel_id="",A2:A100,SUBTREE(sel_id)),FILTER(A2:C100,ISNUMBER(MATCH(A2:A100,sub_ids,0))))
  Spills filtered ID, Name, Title.
• Org Chart Table: I11: "Org Chart", I12#:
  =ARRAYFORMULA(REPT("  ",DEPTH(F12#)-D10)&INDEX(F12#,0,2)&" - "&INDEX(F12#,0,3))
  Indented hierarchy (relative to root).
• Manager Lookup: K11: "Employee", L11: "Manager"
  K12#: =INDEX(F12#,0,2)
  L12#: =ARRAYFORMULA(IF(VLOOKUP(A2:A100,A2:D100,4,0)="","Top Level",VLOOKUP(VLOOKUP(F12#,A2:D100,4,0),A2:B100,2,0)))

Dashboard Layout

+---------------------+-------------------------+
| Filter: [All v]     | Total Employees [ 7 ]   |
| Data Table ...      | Org Chart Table         |
+---------------------| - Alice - CEO           |
|                     |   - Bob - CTO           |
|                     |     - David - Lead Eng. |
|                     |       - Eve - Engineer  |
|                     |   - Carol - CFO         |
|                     |     - Frank - Accountant|
|                     |   - Grace - HR Manager  |
+---------------------+-------------------------+
| Manager Lookup Table                          |
| Employee  | Manager                           |
| Alice     | Top Level                         |
| ...       | ...                               |
+----------------------------------------------+

Adjust positions as needed. Filtered tables update below.

Interactivity

Select manager in B10 dropdown. Tables and KPI update to show subtree (including selected manager) with relative indentation. Uses recursive LAMBDA functions.

Self Check

Select "Bob" in filter:

• Total Employees: 3 (Bob, David, Eve).
• Org Chart: - Bob - CTO
    - David - Lead Engineer
      - Eve - Engineer
• Manager Lookup: Bob - Alice
  David - Bob
  Eve - David

Key Result

Interactive org chart dashboard with filtering by manager subtree, indented hierarchy using recursive formulas, total count KPI, and manager lookup.

Practice

1. What is the main purpose of an org chart in a company?

easy

A. To create a list of company products

B. To calculate employee salaries automatically

C. To show the structure and relationships between employees

D. To track daily sales numbers

Solution

1. Step 1: Understand what an org chart represents

   An org chart visually shows who reports to whom and the hierarchy in a company.

2. Step 2: Identify the correct purpose

   Among the options, only showing structure and relationships matches the org chart's purpose.

3. Final Answer:

   To show the structure and relationships between employees -> Option C

4. Quick Check:

   Org chart = company structure [OK]

Hint: Org charts show who reports to whom [OK]

Common Mistakes:

• Confusing org charts with data tables
• Thinking org charts calculate numbers
• Mixing org charts with sales reports

2. Which Google tool is best suited to create an org chart visually?

easy

A. Google Slides or Google Drawings

B. Google Docs text editor

C. Google Sheets with formulas

D. Google Calendar

Solution

1. Step 1: Identify tools for visual diagrams

   Google Slides and Drawings allow easy creation of shapes and connectors for org charts.

2. Step 2: Compare with other tools

   Sheets is for data and formulas, Docs is for text, Calendar is for scheduling, so they are not ideal for org charts.

3. Final Answer:

   Google Slides or Google Drawings -> Option A

4. Quick Check:

   Visual org charts = Slides/Drawings [OK]

Hint: Use Slides or Drawings for org charts, not Sheets formulas [OK]

Common Mistakes:

• Trying to build org charts only with Sheets formulas
• Using Docs which is mainly text
• Confusing Calendar with diagram tools

3. Given this data in Google Sheets:
A1: Name
B1: Manager
A2: Alice
B2: Bob
A3: Bob
B3: Carol
A4: Carol
B4: (blank)
Which person is at the top of the org chart?

medium

A. Bob

B. Carol

C. Alice

D. No one, data is incomplete

Solution

1. Step 1: Identify the top manager

   Carol has no manager listed (blank), so she is at the top.

2. Step 2: Confirm hierarchy

   Bob reports to Carol, Alice reports to Bob, so Carol is the highest level.

3. Final Answer:

   Carol -> Option B

4. Quick Check:

   Top manager = no manager listed [OK]

Hint: Top person has blank or no manager in the list [OK]

Common Mistakes:

• Choosing the first name in the list
• Picking a person who has a manager
• Assuming data is incomplete without checking blanks

4. You tried to create an org chart in Google Sheets using formulas but it shows errors. What is a likely reason?

medium

A. You forgot to enter employee names

B. You need to enable org chart mode in Sheets settings

C. You used the wrong font style

D. Google Sheets formulas cannot create visual org charts

Solution

1. Step 1: Understand Sheets formula limits

   Sheets formulas handle data but cannot create visual org charts directly.

2. Step 2: Check other options

   Missing names or font style won't cause formula errors; no org chart mode exists in Sheets.

3. Final Answer:

   Google Sheets formulas cannot create visual org charts -> Option D

4. Quick Check:

   Sheets formulas ≠ visual org charts [OK]

Hint: Sheets formulas can't make org charts visually [OK]

Common Mistakes:

• Thinking Sheets has a hidden org chart mode
• Blaming font or missing data for formula errors
• Trying to draw org charts only with formulas

5. You have a list of employees and their managers in Google Sheets. How can you best prepare this data to create an org chart in Google Slides?

hard

A. Organize data with columns for employee and manager, then import or copy to Slides diagram

B. Write complex formulas in Sheets to draw the org chart directly

C. Use Google Docs to type the org chart manually

D. Create a pie chart in Sheets to represent the org chart

Solution

1. Step 1: Structure data clearly in Sheets

   Have one column for employees and one for their managers to show relationships.

2. Step 2: Use Slides to create the org chart

   Import or copy this structured data into Slides or Drawings to build the visual org chart.

3. Final Answer:

   Organize data with columns for employee and manager, then import or copy to Slides diagram -> Option A

4. Quick Check:

   Prepare data in Sheets, create chart in Slides [OK]

Hint: Prepare employee-manager list, then use Slides for org chart [OK]

Common Mistakes:

• Trying to draw org charts only with Sheets formulas
• Using Docs or pie charts which don't show hierarchy
• Not organizing data clearly before creating chart