Excel To Visio Cross Functional Flowchart

For this to work you will need to use visio online plan 2 which is an office 365 download. Use pre defined table columns to represent process metrics and metadata and customize by adding new columns. For more information about data visualizer see create a data visualizer diagram.

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You can also use your own custom excel template specify mappings in the template.

Excel to visio cross functional flowchart. Then export the data using the table tools design tab to automatically create a cross functional flowchart data visualizer diagram. The template opens with two functions and one phase. You can do this by either using a premade excel template or an existing spreadsheet of your own design. In the gallery scroll down to the cross functional flowchart row and then select create.

When you try to refresh the diagram or update the source data and the link is broken visio also prompts you to relink. Microsoft visio create a cross functional flowchart orientation and direction theme add bands swimlanes change move delete bands add shapes text multiple. This tutorial will show you how to create a cross function flowchart from an excel spreadsheet in microsoft visio. You can use the create diagram from data wizard to create a detailed polished visio flowchart from an excel workbook.

The template opens with two functions and one phase. This is an accessible template. Select a table or custom range in the workbook. Browse to the renamed or moved excel workbook.

To fix the broken link select relink. Each visio template has an associated excel workbook used to convert process data into a flowchart in visio. The ability to use the create diagram from data wizard is only available with visio plan 2. The table includes predefined columns for process step number description dependencies owner function phase and more.

Follow the steps in the wizard and use this help information if you have questions in each step. The premade templates there s one for basic and one for cross functional flowcharts provide a sample mapping table to populate with diagram metadata. Get the right visio version. Alternatively you can open starter diagrams such as credit approval process or event planning process which may better suit your needs.