Visio Cross Functional Flowchart From Excel

The diagrams are drawn automatically from data in an excel workbook. Get the right visio version. The premade templates there s one for basic and one for cross functional flowcharts provide a sample mapping table to populate with diagram metadata.

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Process map for cross functional flowchart.

Visio cross functional flowchart from excel. Specify process steps and connections in a structured format including the functions and phases of the process. You will then see how to make use of the excel data template file as a basis to start. Select basic flowchart data visualizer cross functional flowchart data visualizer or audit diagram data. Choose a data visualizer template open visio or select file new if you are editing a diagram.

Use this process map template to capture and visualize your business process requirements. Click the file tab. Click new click flowchart and then double click cross functional flowchart. The table includes predefined columns for process step number description dependencies owner function phase and more.

It goes beyond a basic flowchart to show the relationships between functions such as a stakeholder or department and phases such as milestones in a process. This template gives you several layout options including vertical and horizontal for a single phase or multiple phases based on your need or preference for mapping a process. If you then edit the diagram in visio your changes are synced back to excel. To label the diagram and swimlanes click a field that contains placeholder text and then type the label.

Cross functional flowchart from data design a visio cross functional flowchart by using excel data. To reposition a label click the text block tool click a label and then drag it to a new location. You can find data visualiser within the templates flowchart cross functional flowchart data visualizer. This tutorial will show you how to create a cross function flowchart from an excel spreadsheet in microsoft visio.

This means you don t need a visio subscription to make stunning diagrams in excel. You can create basic flowcharts cross functional flowcharts and organizational charts. A cross functional flowchart reveals who does what and when in a grid like diagram organized into sections. For this to work you will need to use visio online plan 2 which is an office 365 download.