Visio Flowchart From Excel

Follow the steps in the wizard and use this help information if you have questions in each step. Save the workbook to a onedrive or sharepoint location for seamless sharing and the optimal experience. Using first drop down box select the correct diagram type to use.

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Visio plan 2 available as a subscription includes the all same capabilities as visio professional 2016 as well as cloud only features like visio visual in power bi data visualizer through excel and database reverse engineering dbre enhanced support for autocad drawings and more templates stencils and shapes are also only available in plan 2.

Visio flowchart from excel. Ensure that an empty cell is selected in the workbook. Choose a data visualizer template open visio or select file new if you are editing a diagram. Get the free visio data visualizer add in for excel and create cell linked flowcharts and organization charts. For each step in the process that you are documenting drag a flowchart shape onto your drawing.

Visio will open create diagram from data wizard. Select insert get add ins or. Click new click flowchart and then under available templates click basic flowchart. You can use the create diagram from data wizard to create a detailed polished visio flowchart from an excel workbook.

See the section what the flowchart shapes represent for information on which shapes to use for each step. Once the table is populated visio s wizard helps you complete the remaining steps to transform your excel data into a visio process diagram. Select basic flowchart data visualizer cross functional flowchart data visualizer or audit diagram data. In the second field browse to the excel file you created and saved in step 7.

If you customize the premade template or create one of your own the wizard helps you map certain flowchart parts like swim lanes and connectors. Start with the visio data visualizer add in open excel and create a new blank workbook. Download the excel file containing the 3 types of flowcharts here. For more information about data visualizer see create a data visualizer diagram.

In the last field visio should automatically recognize your excel table name processmapdata in my example.