Visio Drawing From Excel Data
Using data visualizer business analysts can represent process steps and associated metadata in a structured excel table and quickly convert that information into a visualized visio diagram.
Visio drawing from excel data. View print or share your diagrams with others for free in the web version of visio. Automatically create process diagrams from excel data. Open visio and create a basic diagram. This means you don t need a visio subscription to make stunning diagrams in excel.
In this step click browse and select the excel worksheet which you want to insert for depicting data values in pictorial representation. You will get the visio drawing and the excel data files. In my excel sheet i have 6 differenced applications so i have got 6 tab in visio for each application a differed one. Follow along with visio mvp scott helmers as he shows how to leverage data visualizer a visio feature that automates the creation of visio diagrams.
On the data tab click the link data to shapes icon in the ribbon. Diagrams don t always start in visio. Select the data you want to see in the property field of a shape. You supply the excel data and visio does the rest.
In the visio desktop app select a data visualizer template and then select the excel data template link to open excel. Then click the external data window check box. If you then edit the diagram in visio your changes are synced back to excel. They often begin as hand drawn sketches or in today s data driven age in excel.
Click the data tab. When visio is ready with the import. Then select create to open the visio data visualizer template. The diagrams are drawn automatically from data in an excel workbook.
The object embedded in the visio drawing becomes part of the visio file and when you edit the data you open the object s program from within the visio drawing. For example if you want to distribute excel worksheet data along with a visio diagram you can embed an excel worksheet into the drawing. To link a data row to a shape drag the row to a shape. Select i want the wizard to automatically.
It will bring up data selector wizard select microsoft office excel workbook and click next. Select the data you want to see in the drawing view. Choose excel and browse to find the help desk flow data xlsx. Use the excel data template to create tables for your processes and sub processes.
We want to use the calldata worksheet range. Take the defaults for the rest of the screens and click finish.