Design a Flowchart in Excel

Last updated on May 12th, 2023

A flowchart is a type of diagram that represents a process, workflow, or algorithm. This graphical representation is intended to make complex processes and systems simple and understandable, breaking them down into a series of steps or stages. In essence, a flowchart is a visual tool for problem-solving, decision-making, and process optimization.

You can use Excel to make elegant and neat flowcharts in a spreadsheet using this template. This free flowchart template for Excel will help you to design flow charts in Microsoft Excel with no hassle. If you was ever wondering what kind of flowchart diagrams you can create with Excel (or even in PowerPoint) then this free sample will demonstrate that it is possible to create all kind of flow charts and process diagrams for your presentations.

flowchart powerpoint

The flowchart template contains different spreadsheets including flowchart examples that are suitable for a variety of business purposes, like process mapping template, process workflows, mind maps, cash diagrams, project workflow, procedure templates, decision tree flowchart, website navigation flowchart.

excel flowchart

How are Flowcharts Used?

Flowcharts are used across different fields, from business and education to technology and healthcare. They help in understanding and communicating how a process works by showing the step-by-step sequence of events, decisions, and outcomes.

Flowcharts are particularly helpful for:

  1. Illustrating the stages of a project or process.
  2. Visualizing decision-making paths.
  3. Simplifying complex systems or algorithms.
  4. Troubleshooting and diagnosing issues in a system or process.
  5. Streamlining and optimizing workflows for efficiency.

Flowchart — Example

Here is a simple example that you can see inside the Excel template showing a flowchart How to Buy Shoes process.  This can be easily a flowchart created for an ecommerce website like Zappos.

Example of Flowchart design in PowerPoint
Example of Flowchart

Alternatively to flowchart designs and templates, you can also use a flowchart maker to make your flowchart illustrations. Here you can find some of the best flowchart maker tools online.

Excel users can leverage flowcharts in several ways:

  1. Project Management: Excel users can use flowcharts to visualize the stages and tasks of a project, facilitating better planning and management.
  2. Process Optimization: Flowcharts can help identify redundancies and bottlenecks in processes, enabling users to optimize for efficiency.
  3. Data Analysis: Flowcharts can outline data analysis processes, ensuring consistent and accurate outcomes.
  4. Training Materials: For teaching or onboarding, flowcharts can illustrate procedures and workflows within Excel clearly.
  5. Troubleshooting: Flowcharts can be used to map out problem-solving procedures in Excel, making it easier to diagnose and resolve issues.

10 Tips for Creating Flowcharts in Excel

Here are some useful tips for Excel users needing to create Flowcharts in Excel.

  1. Start Simple: Begin with a basic flowchart to understand the process, then add complexity as needed.
  2. Use Built-In Shapes: Excel provides a variety of shapes for creating flowcharts. Use these to standardize your diagrams.
  3. Keep It Clear: Make sure each step in your flowchart is concise and understandable.
  4. Maintain Flow: Ensure your flowchart logically progresses from one step to the next.
  5. Use Arrows Wisely: Arrows should clearly indicate the direction of the process flow.
  6. Consistent Formatting: Keep your shapes, lines, and text consistently formatted to maintain readability.
  7. Use Colors Judiciously: Colors can highlight important steps, but overuse can lead to confusion. You can use the Fill color option in Excel to assign a color to the Flowchart symbols.
  8. Label Accurately: Make sure each shape is accurately labeled to avoid misinterpretation.
  9. Review and Revise: Regularly review and revise your flowchart for accuracy and clarity.
  10. Leverage Excel’s Features: Use Excel’s features like gridlines, snap-to-grid, grouping, and aligning tools to create neat and aligned flowcharts.

Find other good Flow Chart examples inside the template or you can download free flowchart templates for PowerPoint.

Go to Download Flowchart example for Excel

Flowcharts are powerful tools for visualizing processes and workflows, aiding in understanding, communication, and optimization. Excel, with its robust set of features, serves as an ideal platform for creating these diagrams. By mastering the art of flowchart design in Excel, users can leverage this tool to streamline project management, enhance data analysis, create effective training materials, and troubleshoot issues more effectively. As we’ve discussed, the key to a good flowchart lies in its simplicity, clarity, and logical flow. By following the provided tips, you can create clear and effective flowcharts that aid in problem-solving, decision-making, and process optimization. Whether you’re an Excel novice or an expert, developing this skill can significantly enhance your productivity and efficiency.

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