Smart Art Graphics

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Creating SmartArt graphics in Microsoft Excel can help you visually communicate

information effectively. Here’s a detailed step-by-step guide on how to insert and customize
SmartArt graphics in Excel:

Step 1: Open Microsoft Excel

1. Launch Microsoft Excel by double-clicking its icon or opening it from the Start menu.
2. Open an existing workbook or create a new one by clicking on "File" > "New."

Step 2: Insert a SmartArt Graphic

1. Navigate to the worksheet where you want to insert the SmartArt graphic.
2. Go to the “Insert” tab on the Ribbon.
3. In the “Illustrations” group, click on “SmartArt.”
4. The “Choose a SmartArt Graphic” dialog box will appear.

Step 3: Choose a SmartArt Graphic

1. Browse through the categories listed on the left side of the dialog box, such as “List,”
“Process,” “Cycle,” “Hierarchy,” etc.
2. Click on a category to view the available SmartArt graphics in that category.
3. Select the SmartArt graphic that best suits your needs by clicking on it.
4. Click “OK” to insert the selected SmartArt graphic into your worksheet.

Step 4: Enter Text into the SmartArt Graphic

1. The SmartArt graphic will appear in your worksheet with placeholder text.
2. Click on the placeholder text inside the SmartArt graphic to start typing your own
text.
3. Alternatively, click on the arrows on the left side of the SmartArt graphic to open the
Text Pane. You can enter your text here as well.
4. Press "Enter" to add more bullet points or shapes within the graphic if the layout
allows for it.

Step 5: Customize the SmartArt Graphic

1. Change Colors:
o Select the SmartArt graphic.
o Go to the “SmartArt Tools” on the Ribbon, which appears when the SmartArt
is selected.
o Click on the “Design” tab.
o In the “SmartArt Styles” group, click on “Change Colors.”
o Choose a color scheme from the options provided.
2. Apply a SmartArt Style:
o In the “Design” tab, navigate to the “SmartArt Styles” group.
o Click on the desired style to apply it to your SmartArt graphic.
3. Rearrange Shapes:
o Select the shape you want to move.
o Use the “Promote” or “Demote” buttons in the “Create Graphic” group to
change the shape’s level.
o Use the “Move Up” or “Move Down” buttons to rearrange the order of shapes.
4. Resize and Move the SmartArt Graphic:
o Click on the border of the SmartArt graphic to select it.
o Drag the handles on the border to resize the graphic.
o Click and drag the entire SmartArt graphic to move it to a different location on
the worksheet.

Step 6: Add More Shapes (Optional)

1. Select the SmartArt graphic.


2. Go to the “Design” tab under “SmartArt Tools.”
3. In the “Create Graphic” group, click on “Add Shape.”
4. Choose where to add the shape (e.g., Add Shape After, Add Shape Before, Add Shape
Above, Add Shape Below).

Step 7: Format Text and Shapes

1. Format Text:
o Click on the text you want to format.
o Use the options in the “Home” tab (font size, color, style) to format the text.
2. Format Shapes:
o Right-click on a shape and select “Format Shape.”
o Use the “Format Shape” pane that appears on the right to adjust fill, line, and
effects.

Step 8: Save Your Workbook

1. Save your changes by clicking on “File” > “Save” or “Save As.”


2. Choose the location where you want to save the file and click “Save.”

By following these steps, you can effectively insert and customize SmartArt graphics in
Excel to enhance your data presentation and visual appeal.

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