Hi, first time creating an Org Chart in Excel. However, when I go to the Org
chart Toolbar the options in the toolbar are accessible but when I click on
Insert Shape, Layout or Select the options are "greyed" and it gives me a
message saying I must choose a shape. I do not understand, sorry can someone
please help? Thank you.

Excel is managing the org chart relationships for you, so you can
insert and change the chart without having to manually (re)draw
anything. Use the Select dropdown (or click on a shape) to select a
shape before trying to insert another shape, otherwise how is Excel
going to know where you want to insert it?

For example, if you have an employee with three subordinates, and you
want to add another subordinate, select the employee by clicking the
box. Then go to Insert Shape and you should see the dropdown options
available.

--JP

On Oct 15, 11:14*am, TotallyConfused
wrote:
Hi, first time creating an Org Chart in Excel. *However, when I go to the Org
chart Toolbar the options in the toolbar are accessible but when I click on
Insert Shape, Layout or Select the options are "greyed" and it gives me a
message saying I must choose a shape. *I do not understand, sorry can someone
please help? *Thank you.