Excel to Org ChartCSV RosterWorkday ExportSpan & Rollup AuditPricing ($9/pack)

Excel (.XLSX) to Boardroom Org Chart Generator

Convert Microsoft Excel employee lists and M&A headcount models directly into department-paginated 16:9 PDFs, native editable PowerPoint (.pptx) decks, and row-traceable rollup workbooks.

Upload Excel / CSV Roster (.xlsx, .csv)
Workday_Q4_Active_Roster.xlsx(148 Rows)
Sample Rosters:
SHA-256: 0428...1867 (Local Browser Memory)
1. SOURCE ROSTER ROWS
148 RowsWorkday HCM
$19,420,000 Total Payroll
2. MAPPED IN HIERARCHY
142 Mapped95.9% Clean
5 Depts · 5 Layers · Avg Span 2.5
3. FLAGGED EXCEPTIONS
6 RowsNeeds Audit
2 Orphans • 1 Duplicate • 1 Circular Loop • 1 Unassigned Dept • 1 Zero FTE
4. DELIVERABLE PACKFree Proof Active
16:9 Presentation Deck Preview|Free Tier: Page 1 (Exec Overview) + Page 2 (Full 5-Layer Dept) Unlocked
Canvas Width:
BOARDROOM HR PACK • CONFIDENTIAL • Q4 DELIVERABLE

Engineering Department — Full Org Architecture & Span of Control

48 Headcount · $6,840,000 Rollup · 4 Sub-Teams
EXECUTIVE COMMITTEEEMP-1001
Elena Rostova
Chief Executive Officer
Direct Reports: 4Total Org: 148 HC
ENGINEERING LEADERSHIPEMP-1014
Marcus Vance
Senior Vice President, Engineering
Direct: 4 · Rollup: 48Span: 1:4Comp: •••••• (Hidden)Rollup: $6.84M
QA & RELEASEEMP-1062
Ryan O'Connor
Director of QA & Release
5 Rollup HCSpan 1:2
CORE PRODUCTEMP-1033
Sarah Lin
Director of Core Product
18 Rollup HCSpan 1:4
PLATFORM & INFRAEMP-1025
David Kalu
Director of Platform & Infra
14 Rollup HCSpan 1:3
DATA & MLEMP-1049
Priya Patel
Head of Data & ML Infra
10 Rollup HCSpan 1:2
LAYER 4 & 5 DEEP TREE • QA & RELEASEVerified (Rows 14–16)
QA Lead 1 (EMP-1062-M1) → Direct Reports: QA Specialist 1 (Senior)
LAYER 4 FLAGGED NODE (ORPHAN MANAGER ID)Row 42
Devon Brooks (Sr. SRE, EMP-1084)
Sheet Manager ID #9912 not found in roster. Attached provisionally for review.
✓ OrgLayout Mathematical Integrity Verified•Slide 2 of 6

Flagged Roster Discrepancies

6 Rows

Fix or auto-quarantine anomalies prior to boardroom presentation.

Row 42EMP-1084Devon Brooks(Sr. SRE)
Manager ID #9912 Missing from Roster
Row 144EMP-1204Kenji Takahashi(FP&A Senior Associate)
Manager ID #8841 Missing from Roster
Row 87EMP-1129Clara Chen(Account Exec)
Duplicate Employee ID (Matches Row 86)
Row 119EMP-1190 ↔ EMP-1142Lucas Meyer(Principal Product Analyst)
Circular Reporting Loop Detected (A reports to B, B reports to A)
Row 34EMP-1052James Wilson(Systems Engineer)
Unassigned Department String ('Eng - Misc')
Row 99EMP-1148Sofia Ortiz(RevOps Analyst)
Zero FTE / Blank Compensation Field

Traceable Rollup Summary

(.XLSX Tie-Back)

Mathematical tie-back to source spreadsheet row numbers

Manager / DeptLvlSpanTotal HCPayrollSource Rows
Marcus Vance (Engineering)L2448$6,840,000Rows 12–59
↳ Sarah Lin (CORE)L3418$2,610,000Rows 18–35
↳ David Kalu (PLATFORM)L3314$2,080,000Rows 36–49
↳ Priya Patel (DATA)L3210$1,470,000Rows 50–59
Tariq Vance (Sales)L2538$4,940,000Rows 60–97
Michael Ross (Finance)L2431$3,010,000Rows 122–152
Rachel Green (Product)L2324$3,600,000Rows 98–121
Quarantine / Unmapped----6$680,000Flagged Pool
Total Balanced Footprint:148 Rows = 142 Mapped + 6 Quarantined
Aggregated Payroll Audit:$19,420,000 (100% Math Tie)
BOARDROOM RECONCILIATION WORKFLOW

How to convert an Excel spreadsheet into an editable org chart pack

01

Drop your .xlsx or .xls workbook into the local workbench

Select your Excel roster directly. OrgLayout reads multi-layer Employee ID and Manager ID relationships up to L5+ depth without requiring SmartArt macros or Visio add-ins.

02

Reconcile broken Manager IDs and trace exact Excel row numbers

Every department head and director rollup displays the exact source Excel row range (e.g., Rows 12–59) so FP&A and HR can audit every single headcount and dollar back to the original sheet.

03

Download Editable PowerPoint (.PPTX), Vector PDF, and Rollup .XLSX

Export native PowerPoint boxes you can restyle in 1 click, a 16:9 vector PDF book split by department, and a 3-sheet Excel rollup summary.

ROSTER PARSER & PAGINATION SPECIFICATIONS

Why Excel SmartArt and Visio Data Visualizer break on real HR rosters

Roster / Export FailureUnderlying Spreadsheet or HRIS CauseHow OrgLayout Resolves It Locally
Excel SmartArt hits a wall above 25 nodes and loses formattingSmartArt hierarchy layouts were designed for 10-box textbook diagrams, not 150-row company rosters with 5 reporting layers.Splits each department onto its own 16:9 presentation slide with clean L1-to-L5 horizontal director distribution.
Orphan Manager IDs (#N/A or terminated managers) break tree scriptsWhen an employee’s manager leaves the company, their Manager ID points to a row no longer in the active roster.Flags every orphan Manager ID with its exact Excel row number and offers 1-click Assign Manager or Auto-Quarantine.
No automatic Span of Control or Rollup Payroll calculation in VisioDrawing tools only draw boxes; they do not sum recursive subtree headcount, FTE, or compensation.Computes Direct Span, Total Rollup Headcount, Rollup FTE, and Rollup Payroll for every manager automatically.
VERIFICATION & PRIVACY STANDARDS

Frequently Asked by HR Directors, People Ops, and FP&A

What columns does my Excel spreadsheet need to generate an org chart?

At minimum, include Employee ID (or Employee Name), Manager ID (or Reports To Name), Job Title, and Department. If your Excel file also includes Base Salary/Compensation and FTE columns, OrgLayout automatically computes recursive payroll and FTE rollups.

Are the exported PowerPoint (.pptx) boxes truly editable in Microsoft PowerPoint?

Yes. OrgLayout builds a native Office Open XML .pptx archive where every employee card is an individual PowerPoint shape (<p:sp>) with editable text runs, borders, and fills — never a pasted screenshot.

How does the Excel rollup export trace back to my source spreadsheet?

The exported 3-sheet .xlsx workbook includes a "Source Excel Rows" column on every manager rollup and employee record (for example, Rows 12–59), allowing instant cross-checking against your original workbook.

Does my Excel file stay private during conversion?

Yes. Parsing and file generation happen 100% locally in your browser RAM with zero server uploads.