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  • 5 months ago
Learn how to create a hierarchical list in Excel. In other words, how do I create a multi level hierarchy in excel? Some people like to ask how do I create a hierarchy list. I will give you an example of a hierarchy list in this video.

These are the steps covered in the video.

1) Select names
2) Ctrl + C
3) Insert ~ Illustrations ~ SmartArt
4) Hierarchy
5) Select any hierarchical type you like.
6) Ok
7) Delete original [Text]
8) Ctrl + V
9) Tab on name to change hierarchical order.

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Transcript
00:00In Excel, it is very simple to create a hierarchical list.
00:03If you have a list of names in your spreadsheet, select them and press Ctrl C to copy in a
00:09clipboard.
00:10Next, you go to Insert, under Illustration, go to Smart Art here.
00:15In here, you're going to be selecting Hierarchy and then select any of the hierarchy type
00:19you want to have.
00:20I'm going to select a simple one here and click OK.
00:23Now they give you a default hierarchical list.
00:26Just delete a few times in here to get rid of the existing text and press Ctrl V to
00:32paste whatever you copied.
00:34Now let's say for example, if Claire is the president of the company, you select the rest
00:38of the names in here and press Tabs and everybody will be under Claire.
00:43And let's say if Haley is reporting directly to Claire, you highlight the rest of the people
00:47and press Tab one more time and everybody reports back to Haley.
00:51Now if Marilyn has two people, let's say Teresa and Roxanna, you highlight those people here
00:58and press Tabs.
01:00And let's say Harris has only one person, Brandon, who is reporting to him, you highlight Brandon
01:05like this and press Tab.
01:08And then let's say if Solomon has three people reporting to him, you highlight the three people
01:13and press Tabs.
01:14And then once you're done, close this and you have a hierarchical list.
01:19And then let's say Harris, we have a little bridge in mind.
01:20So thank you.
01:23And then let's say that there will be three people in their head.
01:25I'll takeε˜› a lot.
01:27Let's say the last one, let's say maybe one person.
01:29You know, I'm going to go up and you're going to go up and you're going, I'm going up and
01:33that's a little bit for you.
01:35And then let's say one person, you're going up and it's going to be in the same person and
01:38you're going to go up.
01:39And that's where you're going to go up.
01:41Same is going to go up and you're going up and running a lot.
01:43And that's what I'm going to go up.
01:45But then the last one I put down the edge out of the place.
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