Microsoft Office工具随着每次更新而变得越来越强大。如今，您甚至不需要专门的流程图应用程序。您可以在PowerPoint(PowerPoint)、Word甚至Excel中制作流程图。
我们已经介绍了 PowerPoint 中的流程图。因此，在本文中，我们将向您展示如何在Word和Excel中创建流程图。我们将使用Microsoft Office 2019进行演示，但您可以使用Office 2010或Office 365执行相同的步骤。如果您的Microsoft Office套件版本不早于 2007，您可以使用我们的方法创建流程图。
如何使用形状(Word Using Shapes)在Word 中创建流程图(Flowchart)
Microsoft Word是世界各地使用的流行文字处理器，因为它与所有计算机兼容。随着时间的推移，Word演变成不仅仅是一个简单的文字处理器，它在所有平台上的受欢迎程度都在稳步提高。现在它还附带绘图工具(drawing tools)和设计工具，因此您可以创建流程图、生成条形码(generate barcodes)，甚至创建贺卡(create greeting cards)。
这些工具之一是Shapes。使用形状(Shapes)工具是随时随地创建简单流程图的最简单方法。因此，让我们从使用Shapes的基本流程图开始。
从空白文档开始(Start With a Blank Document)
当您启动Microsoft Word时，系统会自动为您提供打开空白文档的选项。只需(Simply)单击空白文档(Blank document)选项，您就可以开始了。
启用网格线(Enable Gridlines)
此步骤是可选的，但我们推荐它，因为它使一切变得更容易。网格线(Gridlines)将帮助您正确调整所有内容并正确放置每个流程图元素。如果没有此功能，您最终可能会得到不均匀的形状和未对齐的图纸，这会使您的流程图看起来不专业。
要启用网格线，请转到“视图”(View)选项卡并单击“网格线(Gridlines)”复选框。
您的文档现在将如下图所示。
插入形状(Insert Shapes)
转到“插入(Insert)”选项卡并单击“形状(Shapes)”按钮以显示 Word 的形状集合。
您会注意到几类形状。
我们对创建流程图的线条(Lines)和流程图(Flowchart)形状感兴趣。每种形状用于不同的目的。虽然规则并非一成不变，但遵循 Word 的建议是一种很好的做法。例如，您应该将矩形用于流程步骤，将菱形用于决策点。您可以通过将鼠标指针悬停在每个形状上方来查找此信息。
现在，让我们添加第一个形状。让我们从椭圆形开始。打开形状菜单，选择椭圆，然后通过单击并拖动鼠标指针来绘制它。
绘制第一个形状后，您会注意到文档顶部有一个新选项卡。您可以访问“格式(Format)”选项卡，您将使用它来修改形状、添加颜色等。
要将文本添加到形状，请右键单击形状并从菜单中选择添加文本。(Add Text)
现在让我们添加另一个形状，然后使用一条线作为连接器将它们连接在一起。
按照前面的步骤插入一个矩形。
接下来，转到形状库，而不是从流程图类别中选择形状，而是从(Flowchart)线条(Lines)类别中选择一个线箭头。
选择第一个形状以查看形状每一侧的控制点，然后选择箭头。单击(Click)底部手柄并将箭头拖动到第二个形状的中心手柄。
(Repeat)使用要创建流程图的任何形状和线条重复这些步骤。
如何使用 SmartArt在Word中创建(Word Using SmartArt)流程图(Flowchart)
SmartArt是一项较新的功能，它带有用于流程图、组织结构图、维恩(Venn)图等的预制布局。虽然形状(Shapes)工具足以展示您的想法，但SmartArt以更专业的外观将其提升到一个新的水平，并为您节省一些时间。
在 Word 中创建 SmartArt 图形(Create SmartArt Graphic in Word)
像之前一样创建一个新的空白文档并启用网格线。
转到“插入”选项卡，在距离“(Insert)形状(Shapes)”按钮两步之遥的地方，您会发现SmartArt。
单击(Click)SmartArt ，将打开一个模板窗口。Word提供了多种SmartArt图形，但我们对“处理(Process )”部分感兴趣。
在Process类别中选择Picture Accent Process并单击OK按钮。此模板用于直观地呈现工作流程或分步过程。
此选项生成的形状可以包含图像、文本和按逻辑顺序链接它们的箭头。
在流程图旁边，您还会看到一个带有流程图编辑选项的窗口。您可以单击文本窗格以插入文本，并单击相应的图像形状以插入新图形。
您还可以在生成SmartArt设计后对其进行修改。您可以从左上角的“添加形状(Add Shape)”按钮插入新形状，更改如上图所示的布局，添加新颜色等等。
使用SmartArt(SmartArt)模板创建流程图比手动插入形状要快得多，最终结果看起来更专业。但是，有时从头开始使用形状是更好的选择，因为您可以完全控制设计和自定义。
如何使用形状工具(Shapes Tool)在Excel中创建(Excel)流程图(Flowchart)
Microsoft Excel不仅仅用于创建电子表格和进行数学运算。它支持用于制作图表、直方图、图形等的各种图形生成工具。
如果您使用 Excel(use Excel)比Word更频繁，您不妨使用它来创建流程图。该过程与Word(Word)中的基本相同。以下是使用形状(Shapes)工具从头开始创建流程图的方法。
设置网格(Set Up the Grid)
无论您是在Excel还是Word中创建流程图，请始终创建流程图网格。它可以帮助您正确定位流程图形状。
要在Excel(Excel)中设置网格，首先要更改列的宽度。Excel工作表已经是一个网格，您只需对其进行调整。列宽应等于行高。
首先通过单击工作表左上角的按钮来选择所有单元格。
接下来，选择“主页”选项卡的“(Home)单元格(Cells)”部分中的“格式(Format)”按钮，然后从菜单中选择“列宽”。(Column Width)
默认情况下，行的高度设置为 15 磅（20 像素）。要具有 20 个像素的宽度，请将列宽设置为 2.14 并选择OK。
现在我们有了一个网格，但它不像Word中的那样工作。我们需要启用对齐(Snap)网格(Grid)功能以使形状自动对齐最近的网格线。
转到页面布局(Page Layout)选项卡并选择对齐(Align)。从新菜单中选择对齐网格。(Snap to Grid)
插入形状(Insert Shapes)
在Excel(Excel)中添加形状的工作方式与在Word中完全相同。
转到插入(Insert )选项卡，单击形状(Shapes)按钮，然后选择您的第一个流程图(Flowchart)形状。
通过拖动鼠标指针来绘制形状。
您会注意到“形状格式(Shape Format)”选项卡出现在顶部。如上图所示，它与Microsoft Word中的相同。所有控件、选项和按钮的工作方式完全相同。
您可以从左上角的“插入形状(Insert Shapes )”部分中选择另一个形状并将其添加到第一个形状下方。然后用箭头连接它们，改变它们的颜色，并继续添加更多的形状来完成你的流程图。
如何使用 SmartArt在Excel中创建(Excel Using SmartArt)流程图(Flowchart)
在Excel(Excel)中创建流程图的最快方法是使用SmartArt图形。此功能就像在Word中一样工作，创建SmartArt流程图所需的步骤基本相同。
在 Excel 中创建 SmartArt 图形(Create SmartArt Graphic in Excel)
Excel中的SmartArt与Word中的相同。转到插入(Insert )选项卡，然后单击SmartArt按钮。
将打开一个带有SmartArt流程图模板的窗口。它看起来与Word中的完全一样。两者之间没有区别，因此如果您需要帮助，请参阅我们有关如何使用SmartArt在(SmartArt)Word中创建流程图的部分。(Word)所有流程图格式和编辑选项也是相同的。
您最喜欢的流程图制作工具是什么？(What’s Your Favorite Flowchart Making Tool?)
Microsoft Word和Excel在设计流程图方面同样出色，您可以同时使用SmartArt图形。你更喜欢哪一种制作流程图？在下面的评论中告诉我们您最喜欢哪个用于创建流程图的软件(software for creating flowcharts)以及原因。
How to Create a Flowchart in Word and Excel
Microsoft Office tools are becoming more and more powerful with each update. Nowadays, you don’t even need a dedicated app for flowcharts. You can make flowcharts in PowerPoint, Word, and even Excel.
We’ve already covered flowcharts in PowerPoint. So in this article, we’re going to show you how to create a flowchart in Word and Excel. We’re going to use Microsoft Office 2019 for the demonstrations, but you can follow the same steps using Office 2010 or Office 365. If your Microsoft Office suite version isn’t older than 2007, you can create flowcharts using our methods.
How to Create a Flowchart in Word Using Shapes
Microsoft Word is a popular word processor used everywhere in the world because it’s compatible with all computers. Over time, Word evolved into something more than a simple word processor, steadily increasing its popularity on all platforms. Now it comes with drawing tools and design tools as well, so you can create flowcharts, generate barcodes, and even create greeting cards.
One of those tools is Shapes. Using the Shapes tool is the easiest way to create a simple flowchart on the go. So let’s start with a basic flowchart using Shapes.
Start With a Blank Document
When you launch Microsoft Word, you’re automatically given the option to open a blank document. Simply click on the Blank document option and you’re good to go.
Enable Gridlines
This step is optional but we recommend it because it makes everything easier. Gridlines will help you size everything properly and place each flowchart element correctly. Without this feature, you might end up with uneven shapes and misaligned drawings that will make your flowchart look unprofessional.
To enable gridlines, go to the View tab and click on the Gridlines checkbox.
Your document will now look like in the image below.
Insert Shapes
Go to the Insert tab and click on the Shapes button to display Word’s collection of shapes.
You’ll notice several categories of shapes.
We’re interested in Lines and Flowchart shapes to create our flowcharts. Each shape is used for a different purpose. While the rules aren’t set in stone, it’s good practice to follow Word’s recommendations. For example, you should use the rectangle for process steps and the diamond shape for decision points. You can find this information by hovering your mouse pointer above each shape.
Now, let’s add the first shape. Let’s start with an oval shape. Open the shape menu, select the oval, and draw it by clicking and dragging your mouse pointer.
After you draw your first shape, you’ll notice a new tab at the top of the document. You gained access to the Format tab, which you’re going to use to modify your shapes, add colors, and more.
To add text to your shapes, right-click on the shape and select Add Text from the menu.
Now let’s add another shape and then link them together by using a line as a connector.
Follow the previous steps to insert a rectangle shape.
Next, go to the shape library, and instead of choosing a shape from the Flowchart category, select a line arrow from the Lines category.
Select the first shape to see the control points on each side of your shape and then select the arrow. Click on the low-bottom handle and drag the arrow to the second shape’s center handle.
Repeat these steps using any shapes and lines you want to create your flowchart.
How to Create a Flowchart in Word Using SmartArt
SmartArt is a newer feature that comes with premade layouts for flowcharts, organization charts, Venn diagrams, and much more. While the Shapes tool is enough to present your ideas, SmartArt takes it to the next level with a more professional look and saves you some time.
Create SmartArt Graphic in Word
Create a new blank document and enable gridlines as you did earlier.
Go to the Insert tab, and two steps away from the Shapes button you’ll find SmartArt.
Click on SmartArt and a template window will open. Word offers a wide variety of SmartArt graphics, but we’re interested in the Process section.
Select Picture Accent Process in the Process category and click on the OK button. This template is used to visually present a workflow or a step-by-step process.
This option generates shapes that can contain images, text, and arrows that link them in a logical order.
Next to the flowchart, you’ll also see a window with flowchart editing options. You can click on the text pane to insert text and on the corresponding image shape to insert a new graphic.
You can also modify the SmartArt design after generating it. You can insert new shapes from the Add Shape button in the top left corner, change layouts like in the above image, add new colors, and more.
Creating flowcharts with SmartArt templates is a much faster process than inserting shapes manually and the end result looks more professional. However, sometimes using shapes from scratch is the better option because you have full control over design and customization.
How to Create a Flowchart in Excel with the Shapes Tool
Microsoft Excel isn’t just for creating spreadsheets and doing math. It supports a variety of graphics generating tools used to make charts, histograms, graphs, and much more.
If you use Excel more often than Word, you might as well use it to create flowcharts. The process is basically the same as in Word. Here’s how you can create a flowchart from scratch using the Shapes tool.
Set Up the Grid
Whether you create flowcharts in Excel or Word, always create a flowchart grid. It helps you position your flowchart shapes properly.
To set up a grid in Excel, start by changing the widths of the column. An Excel worksheet is already a grid, you just need to tweak it. The column width should be equal to the height of the row.
Start by selecting all the cells by clicking on the top-left corner button on your worksheet.
Next, select the Format button in the Cells section of the Home tab and select Column Width from the menu.
By default, the height of the rows is set to 15 points (20 pixels). To have 20 pixels in width, set the column width to 2.14 and select OK.
Now we have a grid, but it doesn’t work like the one in Word. We need to enable the Snap to Grid feature to make shapes automatically align themselves to the closest grid line.
Go to the Page Layout tab and select Align. Select Snap to Grid from the new menu.
Insert Shapes
Adding shapes in Excel works exactly like in Word.
Go to the Insert tab, click on the Shapes button, and select your first Flowchart shape.
Draw the shape by dragging your mouse pointer.
You’ll notice the Shape Format tab appearing at the top. As you can see in the image above, it’s identical to the one in Microsoft Word. All the controls, options, and buttons work exactly the same.
You can select another shape from the Insert Shapes section in the top left corner and add it under the first one. Then connect them with an arrow, change their colors, and continue adding more shapes to complete your flowchart.
How to Create a Flowchart in Excel Using SmartArt
The fastest way to create a flowchart in Excel is by using SmartArt graphics. This feature works just like in Word and the steps you need to take to create a SmartArt flowchart are basically the same.
Create SmartArt Graphic in Excel
SmartArt in Excel is the same as in Word. Go to the Insert tab and click on the SmartArt button.
A window with SmartArt flowchart templates will open. It looks exactly like the one in Word. There’s no difference between the two, so refer to our section on how to create a flowchart in Word using SmartArt if you need help. All the flowchart formatting and editing options are identical as well.
What’s Your Favorite Flowchart Making Tool?
Microsoft Word and Excel are equally great for designing flowcharts and you can use SmartArt graphics with both. Which one do you prefer to make flowcharts? Tell us in the comments below which is your favorite software for creating flowcharts and why.
