How to Make a Flow Chart in Excel - Tutorial

Excel tutorial on how to make a Flow Chart in Excel. We'll review how to create a flowchart using Shapes. We'll add arrows to connect each step in the process and format each step so that the flow chart is easier to follow. We'll also add a hyperlink to a process step.
It's important to know that you can make a flow chart in other programs, like Word and PowerPoint. The benefit of using Excel is that you're not as limited by reaching the end of the page or end of the slide.
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*FYI:
This tutorial was created using the desktop version of Excel in Microsoft 365. You can upgrade to this version here: yacostasolutions.com/MS365
The screen recording + editing was done using Techsmith Camtasia. You can check it out here: yacostasolutions.com/camtasia
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Thanks!
*DISCLAIMER: This video description contains affiliate links, which means that if you click on one of the product links, I’ll receive a small commission. As an Amazon Associate I earn from qualifying purchases. This helps support the channel and allows us to continue to make tutorials like this. Thank you for your support!
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[@kittyt5452]

Thank you so much for the tutorial! It's clear and has enough detail to let me make a complicated chart.

[@YAcostaSolutions]

Thank you, Kitty T. That’s kind of you to say. I’m happy this was helpful to you 🙂

[@cynthiajacobson9702]

Very helpful, concise and well taught. Thank you!!

[@YAcostaSolutions]

Thank you, Cynthia. I really appreciate the compliment 🙂

[@awayfromhome1]

I used it years ago and this was great incorporating the basics and what new Excel has to offer. Thanks

[@YAcostaSolutions]

That’s great that this has helped you for so long! Thanks so much 🙂

[@hadimisab2809]

Thanks you :-) short as it should be and yet it contains all the essential we need 👍

[@YAcostaSolutions]

Thank you so much 🙂 Glad you liked this!

[@wendybradley9050]

This is perfect. I think I can do this. Thank you!

[@XMaplexrblx]

Great video! Thanks for the helpful hints.

[@YAcostaSolutions]

Happy you enjoyed it and thank you for the kind words 😊

[@johnramble499]

Thank you for this clear and helpful tutorial.

[@YAcostaSolutions]

Thanks, John. Happy it helped you 🙂

[@TheShatteredSword]

Simply brilliant. Great tutorial. So helpfull.

[@YAcostaSolutions]

Thank you so much for the high praise, TheShatteredSword 😊 Happy this was helpful for you!

[@katai_suthanforblythe5445]

Thank you so so much your video gave me all of the solutions that I wanted within only 7:56 mins. Bravo!

[@YAcostaSolutions]

Awesome! I’m happy this was able to help you 🙂

[@profarrington]

Very clear presentation. Thanks!

[@YAcostaSolutions]

Thanks, profarrington! Happy you enjoyed it 🙂

[@gauravverma8054]

Thank you so much. It was an awesome tutorial.

[@YAcostaSolutions]

Thanks, Gaurav! I’m glad you liked this 🙂

[@chino-bw5wx]

This was brilliant! Thanks a lot

[@YAcostaSolutions]

Thanks so much, chino 8666 😊 I'm happy this was helpful for you!

[@theibra5433]

Thank u .. u have been so helpful

[@YAcostaSolutions]

Thank you, Ibra Al sahil. I really appreciate your comment. Happy you enjoyed it :)

[@spb81]

thank you for this, very helpful! This will save me a lot of time building new flow charts now I no longer have access to Visio.

[@YAcostaSolutions]

That's awesome! Visio does have some tricks that Excel doesn't, but there's so much you can do with Excel. I'm happy this was able to help you!

[@fadialhammal2765]

Give me some more videos

[@janicejay2563]

Thank you so much. This was very helpful. Following!!!!

[@YAcostaSolutions]

Thanks so much, Janice! I'm so happy this helped you🙂 Welcome to the club!

[@braidysjburgos6504]

Thanks for your help. It was easy to follow.

[@YAcostaSolutions]

Glad it helped, Braidys! 🙂 Thanks

[@Runsheeg53633]

I think my presentation content will be beautiful because of you. thanks.

[@YAcostaSolutions]

I hope it went beautifully, Adan! Thanks so much 🙂

[@mukilanmurugan2382]

Thanku sister.. Very helpful

[@YAcostaSolutions]

You're very welcome and thank you for watching! Glad you found it helpful 🙂

[@YosiFrancos]

Great tutorial. Thank you!

[@YAcostaSolutions]

You're very welcome! Glad you enjoyed it 🙂

[@chakki9293]

Clearly explained..thanks

[@YAcostaSolutions]

So nice of you 🙂 Thank you!

[@sudheerabbasi6196]

Really very very helpful and thank you so much.

[@YAcostaSolutions]

Thanks so much, Sudheer! I’m so happy this helped you 🙂

[@ficialintelligence1869]

Extremely helpful. I did not want to pay money for a flow chart program! Thank you!

[@YAcostaSolutions]

I’m happy this was helpful for you 🙂 To be fair, the flow chart programs are more robust, but you can still do a lot with just a spreadsheet. I hate spending money if I don’t have to too. Thanks!

[@ianburnett115]

Great video. I'll be honest, the thumbnail put me off clicking on this video ( I think it was the grey colour used ) but it's one of the better demo's I've seen. Many thanks.

[@YAcostaSolutions]

Hi, Ian and thank you. I really appreciate your feedback. And, yes, the thumbnails are something I've been experimenting with - between you and me, I don't much like them either... 😉

[@GuruCool794]

verry helpfull thank you so much.

[@YAcostaSolutions]

Thanks so much! I’m happy this helped you 🙂

[@anthonyfortin8921]

Thanks for teaching me this program

[@YAcostaSolutions]

I'm happy you found this helpful, Anthony! Thanks so much for commenting 🙂

[@chbilalyounas4117]

Informative and easy for understanding.

[@YAcostaSolutions]

Thanks so much! I’m glad you liked this 🙂

[@komninoskamamis1098]

Excellent essential knowledge video. Thank you

[@YAcostaSolutions]

Thanks so much! I'm glad you liked this 🙂

[@jaziminemoore9938]

This was awesome!

[@YAcostaSolutions]

Thanks so much, Jazimine! I’m happy this was helpful for you 🙂

[@kenyacukulatasi8183]

great tutorial thank you so much

[@YAcostaSolutions]

Thank you so much! I’m glad this helped you 🙂

[@Up4Excel]

✅Good overview with some great little tips too 👍

[@YAcostaSolutions]

Thank you 🙂 I'm happy you liked this so much!

[@Dantes365]

Really useful, thank you ;)

[@YAcostaSolutions]

Thanks so much! Glad this helped you 🙂

[@isidrojrmontana5074]

Thank you for information and tutorial video is to useful.

[@YAcostaSolutions]

Thanks, Isidro! I’m really happy this helped you 🙂

[@sudhansusekharpatro2474]

Well said. Thanks

[@YAcostaSolutions]

Thank you, Sudhansu. I'm happy you liked this 🙂

[@stevenfargose]

Thanks. This was helpful

[@YAcostaSolutions]

That’s great, Steven! I’m so happy this helped you 🙂

[@Earth-360]

You made my life easier. ❤

[@YAcostaSolutions]

Happy to help 🙂 Thanks so much!

[@fadialhammal2765]

I loved it

[@YAcostaSolutions]

Thanks so much, Fadi! I'm happy this helped you 🙂

[@meganhanson9402]

Great Video!

[@YAcostaSolutions]

Thanks so much, Megan! I’m happy you liked this 🙂

[@madhumitapaldebnath9654]

Thanks a lot😊

[@YAcostaSolutions]

Thank you! I’m so happy you liked this 🙂

[@onetechintegrations4051]

Thanks so much

[@YAcostaSolutions]

Thank you! I’m glad you liked this 🙂

[@hampster469]

Wow thanks

[@YAcostaSolutions]

Thank you! I'm so happy you liked this 🙂

[@devarshijaivardhan7021]

Simple and helpful . Just the way I like

[@YAcostaSolutions]

Thank you, Devarshi. Thank you for the compliment 🙂 I'm happy you found it helpful

[@sohaibshahzad5089]

Much love

[@YAcostaSolutions]

Much love back at you ❤️ Thanks so much 🙂🙂

[@laurendojoseph2120]

Hi ... this was really helpful ... Thank you so much ... God bless

[@YAcostaSolutions]

Thank you, Laurendo Joseph. This is kind of you. I'm glad you found it helpful 🙂

[@darkdemongaming9100]

nice

[@jacquelinemitchell3311]

Thank you so much; am making a flow diagram for work with key binary decisions to be made so this is excellent. Nice and simple and yet so informative. You have a gift. So nice to learn in bite-sized chunks.

[@YAcostaSolutions]

Thanks so much, Jacqueline! I'm so happy this helped you 🙂

[@nurhafizuddin]

Hi. Thank you for this help. But can I know if the connector automatically connects only in excel or is there a way to enable that in word too? Because I tried it in word and it doesn’t automatically connect. I would like to draw my flowchart in word so that I can adjust my pages

[@YAcostaSolutions]

Hi, Hafiz. This was tricky! If you're using Word, you need to first create a New Drawing Canvas, then insert your shapes inside the Drawing Canvas. You'll find this at the very bottom of the Insert Shapes drop-down. FYI, I tried this with existing shapes and couldn't get it to work. I found I had to insert new shapes AFTER adding the Drawing Canvas.
I found this tutorial from Make Use Of that I think you'll find helpful. Note, that they begin by creating a flowchart using SmartArt, then follow that with the Drawing Canvas option. Here is the link: ua-cam.com/video/iiS7aAFI2Cs/v-deo.html
As a side note, if you're using Excel 2007 or newer, you can use the Page Layout workbook view to more easily see where your page begins and ends.
I hope this helps with what you're looking for. And thanks!

[@palak5585]

Great

[@YAcostaSolutions]

Thank you! I'm happy you liked this 🙂

[@williampotter5460]

Excellent. Just saved me a bunch of money

[@YAcostaSolutions]

Hi, William. Glad you found the tutorial helpful. The bill is in the mail (j/k) 😉

[@khaledhasan6998]

Thank u for usefull tutorial
How can I delet a shape or arow ?

[@YAcostaSolutions]

Hi, Khaled. You can select it and press Delete. You can do so either from the writing pane or directly in the flow chart. Thanks and hope this helps.

[@zedwhy371]

Thank you so much! Do you perhaps know how you can transfer this flowchart to a new Word document? Because I have a school assignement where I HAVE to make a flowchart in Excel and then add it to a word document, but my professor needs to know I made it in Excel and not in Word. Any help? I hope I was clear 😅

[@AaronD711]

I believe you can insert an excel worksheet within word.

[@directiva108]

Great! Thank you very much for your technique. I would like to use it as a documentation standard for our organizational processes so all can be done without leaving Excel :) It would be very useful if you could let me translate its captions to Spanish, because not all my colleagues understand English. So I could show it to them to learn.

[@YAcostaSolutions]

Hi, Daniel. This is such a big compliment, thank you! I've turned on Community Contributions for this tutorial. And please let me know if you have any questions or need additional help with anything else for your project.

[@avinashshetty1557]

Hi bro, how to show documentation process..in this chart

[@darkdemongaming9100]

learning

[@Kha361]

how we make flow chart in images ? not words

[@jeremynicholson7878]

please make more videos like this, thanksss

[@YAcostaSolutions]

Thanks, Jeremy! Taking a short break while we focus on some website updates, but new videos will be coming back soon 🙂

[@suadartista743]

Useful .. Thank you

[@YAcostaSolutions]

Thank you 🙂 Happy it was helpful for you

[@reenanisad2906]

Thank you

[@YAcostaSolutions]

Thanks, Reena! 🙂

[@lucasyong2049]

Thank you for the video, really amazing, the only thing that I'm facing now is how to export it to a PDF or Image format, since the whole chart is larger than an A4 size. I have tried to save it to PDF format but only half of my chart being save.

[@YAcostaSolutions]

Hi, Lucas. When you save it as a PDF from Excel, it will be saved as it would display on your Print Preview.
So, in Excel, format your print area as you prefer (including any page breaks to a second page, if necessary) then save as PDF. You'll find options to format your print area in the Page Layout tab.
The margins can sometimes be a bit sensitive when saving to PDF. I usually advice people to use 1" margins, but you can try smaller, just double check your PDF for anything that may have been cut off.

[@lucasyong2049]

@@YAcostaSolutions wow.. Appreciate it. Thanks for the reply. I will try it out soon. So far what I'm doing is to select all my chart and then save it into image (right click option when selecting all charts) Thanks a lot.. Looking forward with your videos. =)

[@unvaccinatedAndPureBlood]

Thanks

[@YAcostaSolutions]

Thanks, Pete. I’m happy this helped you 🙂

[@agencybalam]

Why we are doing that in excel instead of PowerPoint? Any thoughts?

[@YAcostaSolutions]

Hi, Anas. Hi, Anas. Like with org charts, Excel can be a good option for Flowcharts if you need the extra room as you don't have limitations like reaching the edge of a slide. Some people also like including them in the same workbook as other sheets they may have.

[@YAcostaSolutions]

Like this tutorial? Make sure to grab your FREE pdf list of top Excel keyboard shortcuts: yacostasolutions.com/newsletter/

[@ahmeraslam9276]

Hi I am interested to learn how i get Microsoft excel without pay

[@YAcostaSolutions]

Hi, Ahmer, both the Excel mobile app and Excel online are free to use. You'll need to create an account to use them, which you can do for free. Just be aware that these versions of Excel have some limitations as far as how robust they are. Once you download the app, you’ll have an option to create an account. Thanks and hope this helps!

[@calm9447]

Yes and no are not linked. I prefer making yes, an 8 point green line and no, an 8 point red line. I make them wider so the colour is more pronounced.

[@darkdemongaming9100]

video

[@jessyloveallen]

Why do you need to have the competency in creating process flow chart?

[@YAcostaSolutions]

Some people need to make Flow Charts. Just depends what you need to use Excel for.

[@jessyloveallen]

Thank you 😊 I really appreciate it.

[@fadialhammal2765]

I know how to make a flow chart now

[@YAcostaSolutions]

I'm happy this helped you, Fadi 🙂 Thanks!

[@anweseeta9673]

Cant understand sis dude