Windows 10: Automatically create process diagrams in Visio from Excel data

Brink · Apr 30, 2017

Today, we’re excited to announce Data Visualizer, a new Visio feature that automatically converts process map data in Excel into data-driven Visio diagrams. This update, which is available to Visio Pro for Office 365 users, helps reduce manual steps while giving business analysts even more ways to create process diagrams in Visio.

Automatically create process diagrams from Excel data

Diagrams don’t always start in Visio. They often begin as hand-drawn sketches or—in today’s data-driven age—in Excel. 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. You can do this by either using a premade Excel template or an existing spreadsheet of your own design. The premade templates—there’s one for basic and one for cross-functional flowcharts—provide a sample mapping table to populate with diagram metadata. The table includes predefined columns for process step number, description, dependencies, owner, function, phase and more. You can also customize the table with your own columns to meet specific business requirements.

Once the table is populated, Visio’s wizard helps you complete the remaining steps to transform your Excel data into a Visio process diagram. 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. The resulting diagram is linked to the Excel table, so if the underlying process data is modified, the diagram updates accordingly. Likewise, shape modifications in Visio are preserved if the Excel data changes.

Additionally, analysts can save their Visio diagrams and the underlying Excel mapping table as a single package using the “Export as a Template Package” feature. These packages can be shared and reused by others, eliminating the need to recreate the same diagram from scratch while encouraging process consistency across the organization.

No matter your preference—whether creating diagrams from a template or your own spreadsheet—the underlying Excel data travels with the related Visio Pro for Office 365 file, helping ensure your team always has the latest diagram version.

Start a free trial of Visio Pro for Office 365 to try Data Visualizer today, and visit our support page for step-by-step instructions to create your first process diagram from Excel data.

Please visit our UserVoice page to submit suggestions for new capabilities, and follow us on Facebook, YouTube and Twitter for the latest Visio news.

—The Visio team
Click to expand...

Source: Automatically create process diagrams in Visio from Excel data - Office Blogs

:)

Radney Dri · Apr 30, 2017

What Visio 64-bit is?

Hi georgeionita,

Let's take care of your concern. Based on the error message, it seems that your program requires Visio before your file can be created or for it to function properly. Visio is a program for creating diagram, flow charts, etc... You can find more information
about Visio here you can also visit the
Visio FAQs.

Looking forward to your response.

Kali Harrison · Apr 30, 2017

Having trouble getting rid of Ghost or phantom watermark type of images in Visio Diagram

Working on a network that shares Visio files and found that one file in particular appears to be corrupted - as in ghost or phantom outlines from another diagram appear to be burned into this diagram template regardless of which version of the template is
accessed. The ghost/phantom like watermark even appears on versions of the diagram created before the issue began happening.

Here is a screenshot of the issue below. Can anyone offer suggestions on how to rectify the issue?

***Post moved by the moderator to the appropriate forum category.***

Windows 10: Automatically create process diagrams in Visio from Excel data

Automatically create process diagrams in Visio from Excel data

Automatically create process diagrams in Visio from Excel data

Automatically create process diagrams in Visio from Excel data - Similar Threads - Automatically create process

How to Copy Data from Protected Excel Sheet

Why when I copy and paste data from an excel sheet into whatsapp, it automatically, a...

Why when I copy and paste data from an excel sheet into whatsapp, it automatically, a...

Diagramming is much easier now in Visio for the web

Visio launches automatically after computer restart

Error in "get data from web in excel

Does Visio online plan 1 can create P&ID Diagram?

Visio Online - anywhere, anytime access to your diagrams

Introducing Smart Diagrams from Visio for Windows