{"id":22040,"date":"2026-03-10T01:24:26","date_gmt":"2026-03-09T20:24:26","guid":{"rendered":"https:\/\/chartexpo.com\/blog\/?p=22040"},"modified":"2026-03-25T19:36:23","modified_gmt":"2026-03-25T14:36:23","slug":"sankey-diagram-in-excel","status":"publish","type":"post","link":"https:\/\/chartexpo.com\/blog\/sankey-diagram-in-excel","title":{"rendered":"How to Create Sankey Diagram in Excel? Easy Steps"},"content":{"rendered":"<p data-start=\"276\" data-end=\"531\">A Sankey Diagram in Excel is a flow visualization that shows how quantities move between stages in a process. The width of each flow reflects the magnitude being transferred, making it simple to see where resources, energy, or data are concentrated.<\/p>\n<div style=\"text-align: center;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/11\/sankey-diagram-in-excel-1-1-1.jpg\" alt=\"sankey diagram in excel\" width=\"650\" \/><\/div>\n<p>This type of visualization is commonly used to analyze energy consumption, financial flows, customer journeys, and marketing funnels because it clearly shows how inputs are distributed across multiple outcomes.<\/p>\n<p>Although Excel does not include a built-in option for creating this type of flow visualization, you can still build one using specialized tools or add-ins. In this guide, you\u2019ll learn when to use this visualization and how to create a Sankey diagram in Excel step by step.<\/p>\n<h2 id=\"overview\">Understanding a Sankey Diagram in Excel<\/h2>\n<p data-start=\"1040\" data-end=\"1331\">Sankey diagrams in Excel provide a clear visual representation of flows, helping you analyze how values transfer from one stage to another. Each connection\u2019s width corresponds to the size of the flow, which allows you to quickly spot major contributors, bottlenecks, or inefficiencies.<\/p>\n<p data-start=\"1333\" data-end=\"1708\">To create these visuals, your Excel data should be well-structured: columns represent categories or stages, and rows define the flows with corresponding numeric values.<\/p>\n<p data-start=\"1333\" data-end=\"1708\">By transforming raw numbers into a chart, you can better understand complex relationships and patterns in your datasets, making insights more accessible to stakeholders and decision-makers.<\/p>\n<div style=\"text-align: center;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2025\/04\/what-is-sankey-diagram.jpg\" alt=\"what is a sankey diagram\" width=\"623\" \/><\/div>\n<div>\n<h2 id=\"top-5-excel-sankey-diagram-templates-with-examples\">Top 5 Real-World Sankey Diagram Examples in Excel<\/h2>\n<p>Sankey diagrams in Excel are ideal for visualizing how values move between stages in a process. They help you understand flows of resources, energy, costs, or data, and highlight key bottlenecks or patterns. Here are five practical examples with real-world use cases:<\/p>\n<ol>\n<li>Job Application Analysis Example<\/li>\n<li>Sentiment Analysis Example<\/li>\n<li>Presenting Financial Flows Example<\/li>\n<li>Package Delivery Analysis Example<\/li>\n<li>Store Order Analysis Example<\/li>\n<\/ol>\n<h3>Example #1: Job Application Analysis<\/h3>\n<p>Track the flow of candidates from application submission to onboarding. By representing each stage in a Excel Sankey chart, HR professionals can identify bottlenecks in recruitment and optimize <a href=\"https:\/\/chartexpo.com\/blog\/stages-of-hiring-process\" target=\"_blank\" rel=\"noopener\">hiring processes<\/a>.<\/p>\n<div style=\"text-align: center;\"><img decoding=\"async\" class=\"size-full wp-image-4345 aligncenter\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2022\/08\/sankey-diagram-example-job-application-analysis.jpg\" alt=\"sankey diagram example job application analysis \" width=\"650\" \/><\/div>\n<h3>Example #2: Sentiment Analysis<\/h3>\n<p>Visualize market sentiment toward a brand or product. Each flow can represent positive, neutral, and negative responses, allowing marketers to see patterns in customer perception.<\/p>\n<div style=\"text-align: center;\"><img decoding=\"async\" class=\"size-full wp-image-4345 aligncenter\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2022\/08\/sankey-chart-example-sentiment-analysis.jpg\" alt=\"sankey chart example sentiment analysis \" width=\"650\" \/><\/div>\n<h3>Example #3: Presenting Financial Flows<\/h3>\n<p>Show the movement of money from sources to recipients. This helps finance teams identify major inflows and outflows and improve <a href=\"https:\/\/chartexpo.com\/blog\/analyzing-cash-flow\" target=\"_blank\" rel=\"noopener\">cash management<\/a> decisions.<\/p>\n<div style=\"text-align: center;\"><img decoding=\"async\" class=\"size-full wp-image-4345 aligncenter\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2022\/08\/sankey-graph-example-government-financial-flows.jpg\" alt=\"sankey graph example government financial flows \" width=\"610\" \/><\/div>\n<h3>Example #4: Package Delivery Analysis<\/h3>\n<p>Track packages from dispatch to delivery across different regions. This chart can make it easy to identify delays or lost shipments.<\/p>\n<div style=\"text-align: center;\"><img decoding=\"async\" class=\"size-full wp-image-4345 aligncenter\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2022\/08\/sankey-diagram-example-package-delivery-analysis.jpg\" alt=\"sankey diagram example package delivery analysis \" width=\"650\" \/><\/div>\n<h3>Example #5: Store Order Analysis<\/h3>\n<p>Visualize the journey of online orders by brand or category. Excel Sankey charts allow you to quickly spot top-selling products and potential order processing issues.<\/p>\n<div style=\"text-align: center;\"><img decoding=\"async\" class=\"size-full wp-image-4345 aligncenter\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2022\/08\/sankey-chart-examples.jpg\" alt=\"sankey chart examples \" width=\"590\" \/><\/div>\n<h2 id=\"how-to-create-a-sankey-diagram-in-excel\">Steps to Create a Sankey Diagram in Excel (Using Add-ins)<\/h2>\n<p>Excel doesn\u2019t provide a built-in Sankey chart in Excel, but you can create one using <a href=\"https:\/\/chartexpo.com\/\" target=\"_blank\" rel=\"noopener\">ChartExpo<\/a>, an easy-to-use Excel add-in. In this section, we\u2019ll show you how to build a Sankey diagram from structured Excel data step by step.<\/p>\n<h3 data-section-id=\"13dzyyn\" data-start=\"566\" data-end=\"595\">Step 1: Prepare Your Data<\/h3>\n<p data-start=\"597\" data-end=\"670\">Before creating the chart, ensure your Excel data is structured properly:<\/p>\n<ul>\n<li data-start=\"674\" data-end=\"735\">Each row represents one flow from a source to a target.<\/li>\n<li data-start=\"738\" data-end=\"813\">Include a value column representing the size or quantity of the flow.<\/li>\n<\/ul>\n<h3 data-section-id=\"15p3n\" data-start=\"1169\" data-end=\"1198\">Step 2: Install Add-on<\/h3>\n<ul>\n<li data-start=\"1203\" data-end=\"1230\">Open your Excel workbook.<\/li>\n<li data-start=\"1234\" data-end=\"1275\">Go to Insert \u2192 My Apps \u2192 Add-on.<\/li>\n<li data-start=\"1279\" data-end=\"1319\">Select the add-on and click Insert.<\/li>\n<\/ul>\n<h3 data-section-id=\"15lkoia\" data-start=\"1388\" data-end=\"1425\">Step 3: Select the Chart<\/h3>\n<ul>\n<li data-start=\"1430\" data-end=\"1458\">Open an add-on from Excel.<\/li>\n<li data-start=\"1462\" data-end=\"1511\">From the chart list, select Sankey Diagram.<\/li>\n<li data-start=\"1515\" data-end=\"1564\">Highlight your prepared data, including headers.<\/li>\n<li data-start=\"1568\" data-end=\"1608\">Click Create Chart From Selection.<\/li>\n<\/ul>\n<h3 data-section-id=\"1347837\" data-start=\"1672\" data-end=\"1705\">Step 4: Customize the Diagram<\/h3>\n<ul>\n<li data-start=\"1709\" data-end=\"1774\">Add titles and labels to make your chart more readable.<\/li>\n<li data-start=\"1777\" data-end=\"1845\">Use color coding to distinguish different categories or flows.<\/li>\n<li data-start=\"1848\" data-end=\"1949\">For multi-level flows (e.g., Source \u2192 Intermediate \u2192 Target), Add-on handles this automatically.<\/li>\n<\/ul>\n<article class=\"text-token-text-primary w-full focus:outline-none [--shadow-height:45px] has-data-writing-block:pointer-events-none has-data-writing-block:-mt-(--shadow-height) has-data-writing-block:pt-(--shadow-height) [&amp;:has([data-writing-block])&gt;*]:pointer-events-auto [content-visibility:auto] supports-[content-visibility:auto]:[contain-intrinsic-size:auto_100lvh] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]\" dir=\"auto\" tabindex=\"-1\" data-turn-id=\"request-68e7fb68-e1b8-8323-90fc-6ce9cb1c975f-83\" data-testid=\"conversation-turn-286\" data-scroll-anchor=\"true\" data-turn=\"assistant\">\n<div class=\"text-base my-auto mx-auto pb-10 [--thread-content-margin:--spacing(4)] thread-sm:[--thread-content-margin:--spacing(6)] thread-lg:[--thread-content-margin:--spacing(16)] px-(--thread-content-margin)\">\n<div class=\"[--thread-content-max-width:40rem] thread-lg:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group\/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn\" tabindex=\"-1\">\n<div class=\"flex max-w-full flex-col grow\">\n<div class=\"min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&amp;]:mt-1\" dir=\"auto\" data-message-author-role=\"assistant\" data-message-id=\"04914cbb-d367-42cd-aeb1-571e628e43ed\" data-message-model-slug=\"gpt-5\">\n<div class=\"flex w-full flex-col gap-1 empty:hidden first:pt-[1px]\">\n<div class=\"markdown prose dark:prose-invert w-full break-words light markdown-new-styling\">\n<h3 data-section-id=\"1jg0c2r\" data-start=\"2037\" data-end=\"2078\">Step 5: Interpretation<\/h3>\n<ul>\n<li data-start=\"2082\" data-end=\"2153\">The width of each flow represents the quantity being transferred.<\/li>\n<li data-start=\"2156\" data-end=\"2216\">Identify key contributors or bottlenecks in your data.<\/li>\n<li data-start=\"2219\" data-end=\"2340\">Use the chart to analyze processes such as energy flow, <a href=\"https:\/\/chartexpo.com\/blog\/analyzing-cash-flow\" target=\"_blank\" rel=\"noopener\">financial flows<\/a>, order distribution, or package deliveries.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"size-full wp-image-4345 aligncenter\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2026\/03\/Final-Sankey-Diagram-in-Excel.png\" alt=\"Sankey chart in excel template\" width=\"650\" \/><\/p>\n<h2 id=\"video-tutorial\">Video Tutorial: Create a Sankey Diagram in Excel<\/h2>\n<p data-start=\"38\" data-end=\"86\">In this step-by-step video tutorial, you\u2019ll learn how to create a Sankey diagram in Excel using structured worksheet data. By watching this video, you will:<\/p>\n<p><iframe title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/DSt000BPhOg?si=mBYOK29pAhK5r_jC\" width=\"650\" height=\"365\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/article>\n<h2 id=\"application-of-sankey-graph-in-excel\">Application of Sankey Diagram in Excel<\/h2>\n<article class=\"text-token-text-primary w-full focus:outline-none [--shadow-height:45px] has-data-writing-block:pointer-events-none has-data-writing-block:-mt-(--shadow-height) has-data-writing-block:pt-(--shadow-height) [&amp;:has([data-writing-block])&gt;*]:pointer-events-auto [content-visibility:auto] supports-[content-visibility:auto]:[contain-intrinsic-size:auto_100lvh] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]\" dir=\"auto\" tabindex=\"-1\" data-turn-id=\"request-68e7fb68-e1b8-8323-90fc-6ce9cb1c975f-82\" data-testid=\"conversation-turn-284\" data-scroll-anchor=\"true\" data-turn=\"assistant\">\n<div class=\"text-base my-auto mx-auto pb-10 [--thread-content-margin:--spacing(4)] thread-sm:[--thread-content-margin:--spacing(6)] thread-lg:[--thread-content-margin:--spacing(16)] px-(--thread-content-margin)\">\n<div class=\"[--thread-content-max-width:40rem] thread-lg:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group\/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn\" tabindex=\"-1\">\n<div class=\"flex max-w-full flex-col grow\">\n<div class=\"min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&amp;]:mt-1\" dir=\"auto\" data-message-author-role=\"assistant\" data-message-id=\"4eb3a724-ef80-4734-80cf-af68cc17e800\" data-message-model-slug=\"gpt-5\">\n<div class=\"flex w-full flex-col gap-1 empty:hidden first:pt-[1px]\">\n<div class=\"markdown prose dark:prose-invert w-full break-words light markdown-new-styling\">\n<p data-start=\"315\" data-end=\"507\">This is an ideal for visualizing flows and transfers between different stages. You can use them in Excel to clearly represent how quantities move across processes or categories.<\/p>\n<p data-start=\"509\" data-end=\"542\">Some common applications include:<\/p>\n<ul>\n<li data-start=\"546\" data-end=\"649\"><strong data-start=\"546\" data-end=\"574\">Survey Results Analysis:<\/strong> Track responses and visualize how participants progress through options.<\/li>\n<li data-start=\"652\" data-end=\"770\"><strong data-start=\"652\" data-end=\"681\">Customer Journey Mapping:<\/strong> Understand the movement of users through website pages, funnels, or conversion stages.<\/li>\n<li data-start=\"773\" data-end=\"902\"><strong data-start=\"773\" data-end=\"801\">Supply Chain Management:<\/strong> Visualize the flow of materials, products, or resources across production and distribution stages.<\/li>\n<li data-start=\"905\" data-end=\"1016\"><strong data-start=\"905\" data-end=\"931\">Funds and Budget Flow:<\/strong> Track money allocations, expenditures, and transfers in organizations or projects.<\/li>\n<li data-start=\"1019\" data-end=\"1120\"><strong data-start=\"1019\" data-end=\"1055\">Hierarchical Data Visualization:<\/strong> Represent multi-level flows, such as department \u2192 team \u2192 task.<\/li>\n<li data-start=\"1123\" data-end=\"1216\"><strong data-start=\"1123\" data-end=\"1145\">Energy Management:<\/strong> Show how energy sources are distributed and consumed across systems.<\/li>\n<li data-start=\"1219\" data-end=\"1333\"><strong data-start=\"1219\" data-end=\"1243\">Revenue &amp; Cash Flow:<\/strong> Illustrate <a href=\"https:\/\/chartexpo.com\/blog\/how-to-create-a-monthly-budget-in-excel\" target=\"_blank\" rel=\"noopener\">budget allocations<\/a>, monthly cash flow, or departmental revenue distribution.<\/li>\n<\/ul>\n<h2>When not to use an Excel Sankey diagram?<\/h2>\n<p data-start=\"167\" data-end=\"371\">While Excel Sankey diagrams are excellent for visualizing flows and resource distribution, they are not always the best choice for every dataset or scenario. Consider avoiding them in the following cases:<\/p>\n<ul>\n<li data-start=\"375\" data-end=\"583\"><strong data-start=\"375\" data-end=\"404\">Small or Simple Datasets:<\/strong> If your data only involves a few values or stages, a flow chart can be overkill. Simple bar charts, line charts, or pie charts may communicate the information more clearly.<\/li>\n<li data-start=\"586\" data-end=\"791\"><strong data-start=\"586\" data-end=\"604\">Non-Flow Data:<\/strong> Excel Sankey diagrams are designed to show movement or transfer between categories. For static data without flows, such as standalone measurements or rankings, these charts are not suitable.<\/li>\n<li data-start=\"794\" data-end=\"974\"><strong data-start=\"794\" data-end=\"819\">Excessive Complexity:<\/strong> When there are too many nodes and connections, the diagram can become cluttered and difficult to read, which defeats the purpose of clear visualization.<\/li>\n<li data-start=\"977\" data-end=\"1213\"><strong data-start=\"977\" data-end=\"1007\">Frequent Updates Required:<\/strong> Manually creating Sankey diagrams in Excel without an add-in can be time-consuming to update. If your data changes often, consider using automated dashboards or other chart types that refresh dynamically.<\/li>\n<li data-start=\"1216\" data-end=\"1431\"><strong data-start=\"1216\" data-end=\"1244\">Analytical Depth Needed:<\/strong> A Sankey chart in Excel shows the magnitude of flows but does not provide detailed trend analysis or statistical insights. For in-depth analysis, complement them with additional charts or tables.<\/li>\n<\/ul>\n<h2>Alternative Charts for Specific Situations<\/h2>\n<ul>\n<li data-start=\"116\" data-end=\"366\"><strong data-start=\"116\" data-end=\"138\">Alluvial Diagrams:<\/strong> Ideal for categorical or time-based flows where you want to track changes across multiple periods. For example, monitoring how students switch majors over semesters or how voters shift between parties over multiple elections.<\/li>\n<li data-start=\"369\" data-end=\"608\"><strong data-start=\"369\" data-end=\"399\">Parallel Coordinate Plots:<\/strong> Best for comparing <a href=\"https:\/\/chartexpo.com\/blog\/multivariate-analysis\" target=\"_blank\" rel=\"noopener\">multivariate data<\/a> across several dimensions simultaneously. Useful for spotting patterns, clusters, or outliers, such as analyzing cars by price, fuel efficiency, safety, and performance.<\/li>\n<li data-start=\"611\" data-end=\"819\"><strong data-start=\"611\" data-end=\"627\">Bump Charts:<\/strong> Perfect for visualizing rank changes over time. For instance, showing how companies\u2019 market positions shift across quarters or how sports teams move through league standings across seasons.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/article>\n<h2 id=\"sankey-diagram-in-excel-limitations\">Limitations of Creating a Sankey Diagram in Excel<\/h2>\n<p data-start=\"172\" data-end=\"255\">Creating a Sankey diagram in Excel without add-ins comes with several challenges:<\/p>\n<ul>\n<li data-start=\"259\" data-end=\"385\"><strong data-start=\"259\" data-end=\"282\">No Built-in Option:<\/strong> Excel does not offer a native Sankey chart, so flows must be manually created using shapes or lines.<\/li>\n<li data-start=\"388\" data-end=\"511\"><strong data-start=\"388\" data-end=\"406\">Complex Setup:<\/strong> Building and adjusting flow connections between nodes takes significant effort and can lead to errors.<\/li>\n<li data-start=\"514\" data-end=\"634\"><strong data-start=\"514\" data-end=\"542\">Difficult Customization:<\/strong> Changing flow widths, colors, or labels requires manual formatting, limiting flexibility.<\/li>\n<li data-start=\"637\" data-end=\"760\"><strong data-start=\"637\" data-end=\"659\">Poor Data Updates:<\/strong> Charts do not update automatically when data changes, so you must rebuild or adjust them manually.<\/li>\n<li data-start=\"763\" data-end=\"905\"><strong data-start=\"763\" data-end=\"797\">Limited Visualization Quality:<\/strong> Manually created charts often lack smooth transitions, consistent scaling, and a professional appearance.<\/li>\n<\/ul>\n<h2 id=\"best-practices\">Best Practices &amp; Tips for Creating Sankey Diagrams in Excel<\/h2>\n<ul>\n<li data-start=\"231\" data-end=\"350\"><strong data-start=\"231\" data-end=\"251\">Keep It Focused:<\/strong> Highlight only the key flows that are essential to your analysis to avoid clutter and confusion.<\/li>\n<li data-start=\"353\" data-end=\"485\"><strong data-start=\"353\" data-end=\"379\">Use Meaningful Colors:<\/strong> Apply consistent and intuitive color schemes to clearly differentiate categories, stages, or processes.<\/li>\n<li data-start=\"488\" data-end=\"620\"><strong data-start=\"488\" data-end=\"511\">Label Key Elements:<\/strong> Add descriptive labels to both nodes and flows so viewers can quickly understand each part of the diagram.<\/li>\n<li data-start=\"623\" data-end=\"770\"><strong data-start=\"623\" data-end=\"656\">Use an Add-in for Efficiency:<\/strong> Tools like chart add-ons simplify creation, editing, and visualization, eliminating complex setup or manual coding.<\/li>\n<\/ul>\n<h2 id=\"faqs\">FAQs<\/h2>\n<h3>Can you make a Sankey diagram in Excel?<\/h3>\n<p>Yes, you can achieve this by downloading and installing the add-in, since Excel doesn\u2019t include a built-in template for it. Add-on offers a variety of chart templates, allowing you to easily create a Sankey diagram in Excel.<\/p>\n<h3 data-section-id=\"v39pz6\" data-start=\"384\" data-end=\"459\">What type of data is needed to create this flow visualization in Excel?<\/h3>\n<p data-start=\"461\" data-end=\"669\">Your dataset should show flows between stages. Typically, it includes a source column, a target column, and a numeric value column that represents the magnitude of the transfer between the two stages.<\/p>\n<\/div>\n<div>\n<h4 id=\"wrap-up\">Wrap Up<\/h4>\n<p data-start=\"148\" data-end=\"642\">Sankey diagrams in Excel are a powerful way to visualize complex data flows and communicate your insights clearly. They help capture your audience\u2019s attention and make it easier to highlight key patterns or trends in your analysis.<\/p>\n<p data-start=\"148\" data-end=\"642\">If you work in other tools like Google Sheets or Power BI, similar visuals can also be created using platform-specific guides. By using this Excel chart effectively, you ensure your audience quickly understands the most important aspects of your data story.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p><p>Create your own Sankey diagram in Excel with simple steps. This guide shows you how to build, format, and customize a professional flow chart without coding.<\/p>\n&nbsp;&nbsp;<a href=\"https:\/\/chartexpo.com\/blog\/sankey-diagram-in-excel\"><\/a><\/p>","protected":false},"author":1,"featured_media":44075,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[746],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\r\n<title>How to Create Sankey Diagram in Excel? 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