Create Family Tree Template in Excel: Step-by-Step Guide

Creating a family tree template in Excel can be a rewarding way to organize and visualize your family history. With its robust data handling capabilities, Excel is an excellent tool for this task. In this guide, we'll walk you through the process of creating a family tree template, step by step.

How to Make a FAMILY TREE in EXCEL (Using Free Templates or from Scratch)
How to Make a FAMILY TREE in EXCEL (Using Free Templates or from Scratch)

Before we dive in, ensure you have a basic understanding of Excel. Familiarity with cells, rows, and columns will be helpful. Also, have your family information ready. You'll need names, birthdates, and other relevant details to populate your tree.

How To Make a Family Tree in Microsoft Excel (Plus Tips)
How To Make a Family Tree in Microsoft Excel (Plus Tips)

Setting Up Your Excel Workbook

First, open a new Excel workbook. You'll see a blank spreadsheet with columns labeled A to X and rows numbered 1 to 1048576. For our family tree, we'll use a simple, three-generation structure: grandparents, parents, and children.

How to Create a Family Tree Chart in Excel, Word, Numbers, Pages, PDF - Tutorial
How to Create a Family Tree Chart in Excel, Word, Numbers, Pages, PDF - Tutorial

Rename the sheet to "Family Tree" by clicking on the sheet tab at the bottom and typing the new name. This will help you keep track of your work.

Defining Columns

a family tree with the text 6 generation family tree
a family tree with the text 6 generation family tree

In the first row (A1 to I1), enter the following headers: "ID", "Name", "Birthdate", "Gender", "Father", "Mother", "Spouse", "Children". These will serve as the base for your family tree data.

For the "ID" column, you can use a simple numbering system starting from 1. This will help you track and organize your family members. For "Father", "Mother", "Spouse", and "Children", you'll use the IDs to connect family members.

Populating Your Family Tree

How to Make a FAMILY TREE in EXCEL (Using Free Templates or from Scratch)
How to Make a FAMILY TREE in EXCEL (Using Free Templates or from Scratch)

Starting from row 2, enter your family data under the respective headers. For example, in cell A2, enter "1" for the first person. In B2, enter their name. Continue this process for all family members, ensuring each person has a unique ID.

When entering parents, spouses, and children, use the ID numbers. For instance, if your father's ID is 2, enter "2" in the "Father" cell for your row. This will create the connections in your family tree.

Creating the Family Tree Diagram

2010-2026 Form Family Tree Chart - Blank Fillable Template | Fill Out, Print & Download PDF | pdfFiller
2010-2026 Form Family Tree Chart - Blank Fillable Template | Fill Out, Print & Download PDF | pdfFiller

Now that you have your data, it's time to create the visual family tree. We'll use Excel's SmartArt feature for this.

Select the data you want to include in your family tree. For a simple three-generation tree, select the "ID", "Name", "Father", and "Mother" columns. Then, go to the "Insert" tab, click on "SmartArt", and choose "Organization Chart".

41 Free Family Tree Templates (Word, Excel, PDF, PowerPoint)
41 Free Family Tree Templates (Word, Excel, PDF, PowerPoint)
Family Tree Template Word
Family Tree Template Word
41 Free Family Tree Templates (Word, Excel, PDF, PowerPoint)
41 Free Family Tree Templates (Word, Excel, PDF, PowerPoint)
an image of a spreadsheet with two circles in the top right hand corner
an image of a spreadsheet with two circles in the top right hand corner
How to Make a Family Tree in Microsoft Excel
How to Make a Family Tree in Microsoft Excel
3 Ways to Make a Family Tree on Excel - wikiHow
3 Ways to Make a Family Tree on Excel - wikiHow
a family tree with the words, my family tree
a family tree with the words, my family tree
Family Tree Worksheet - 13 Free PDF Printables | Printablee
Family Tree Worksheet - 13 Free PDF Printables | Printablee
Free Family Tree Maker with Templates
Free Family Tree Maker with Templates
a large family tree is shown in blue ink on a white paper with the names and numbers
a large family tree is shown in blue ink on a white paper with the names and numbers
How to Make a Family Tree in Microsoft Excel
How to Make a Family Tree in Microsoft Excel
Family Tree Template for Excel (with Examples)
Family Tree Template for Excel (with Examples)
How to Download Your Ancestry Family Tree as a GEDCOM File
How to Download Your Ancestry Family Tree as a GEDCOM File
Free Editable Family Tree Template
Free Editable Family Tree Template
Excel Timeline Template
Excel Timeline Template
a family tree is shown on top of an open book with the text best free family tree templates to download
a family tree is shown on top of an open book with the text best free family tree templates to download
Make a Family Tree: Templates & Activities
Make a Family Tree: Templates & Activities
Top 12 Family Tree Templates [WORD, EXCEL, PDF] - Word Excel Fomats
Top 12 Family Tree Templates [WORD, EXCEL, PDF] - Word Excel Fomats
Free Family Tree Templates, Editable and Printable
Free Family Tree Templates, Editable and Printable
FREE 61+ Family Tree Templates in Word, Apple Pages, Excel, Apple Numbers, PDF, Google Docs
FREE 61+ Family Tree Templates in Word, Apple Pages, Excel, Apple Numbers, PDF, Google Docs

Formatting Your Family Tree

Once your family tree is inserted, you can format it to your liking. Right-click on the SmartArt object and select "Format SmartArt". Here, you can change the layout, colors, and styles. You can also add or remove shapes as needed.

To add a family member, right-click on the appropriate shape and select "Add Shape". Enter the new family member's information in the Excel table, and the SmartArt will update automatically.

Adding More Generations

To add more generations to your family tree, you'll need to expand your Excel table. Add more columns for "Grandfather", "Grandmother", and so on. Then, update your SmartArt to include these new generations.

Remember, the key to a successful family tree is accurate data. Double-check your information to ensure everyone is connected correctly.

Congratulations! You've just created a family tree template in Excel. This template can grow with your family, making it a lasting record of your heritage. Now that you have the basics down, consider exploring more advanced features like conditional formatting and data validation to enhance your family tree.