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In this video tutorial, we will be creating an organizational chart in Excel. Smartart and shapes are not ideal as they are not dynamic and do not update automatically when organizational data changes. The first step is to have data for the org chart, with employee names, unique IDs, titles, and manager IDs. The manager ID indicates who the employee reports to, with those without a manager ID being the department head. This data structure will be used to create the organizational chart for the finance department.