Microsoft Excel Tutorial: Visio Diagrams in Excel.
In episode 2375 of the Learn Excel from MrExcel podcast, Bill Jelen discusses the general availability of the Visio Data Visualizer add-in. This add-in is now accessible to a broader audience, offering three types of charts: org charts, flowcharts, and process charts. Bill demonstrates how to create an org chart using the add-in, highlighting the ability to update data in real-time and customize the chart. He also explores the flowchart feature and the unique shape types available. Additionally, he introduces the process chart, also known as a Swim Lane Chart, and explains how it can be used to represent processes with rows and columns. Bill concludes by sharing information on Visio licensing options for further functionality.
You've seen the preview on Leila's channel and Mynda's channel, but now the Visio Data Visualizer has reached general availability. Create Org Charts, Flow Charts, Swim Lane Charts, Cross Function Process Charts from Excel data. This add-in is designed to give you a taste of what is possible with Visio.
Leila's Org Chart Video:
Mynda's Flow Chart Video:
Buy Bill Jelen's latest Excel book: MrExcel 2022 Boosting Excel
You can help my channel by clicking Like or commenting below: Why clicking Like on a YouTube video helps my channel
#exceltutorial
#microsoftexcel
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Table of Contents
(0:00) Walkthrough: Visio Data Visualizer for Excel
(1:11) Finding the Visio choices in Excel
(1:32) Creating Org Chart in Excel
(2:59) Hard to find resize icons
(3:18) Adding new fields such as Location
(4:20) Better than SmartArt
(4:45) Viewing in Visio Online
(5:45) Licensing Visio
(6:04) Flowchart in Excel
(6:27) Swimlane Chart in Excel
(7:31) Clicking Like really helps with the algorithm
In episode 2375 of the Learn Excel from MrExcel podcast, Bill Jelen discusses the general availability of the Visio Data Visualizer add-in. This add-in is now accessible to a broader audience, offering three types of charts: org charts, flowcharts, and process charts. Bill demonstrates how to create an org chart using the add-in, highlighting the ability to update data in real-time and customize the chart. He also explores the flowchart feature and the unique shape types available. Additionally, he introduces the process chart, also known as a Swim Lane Chart, and explains how it can be used to represent processes with rows and columns. Bill concludes by sharing information on Visio licensing options for further functionality.
You've seen the preview on Leila's channel and Mynda's channel, but now the Visio Data Visualizer has reached general availability. Create Org Charts, Flow Charts, Swim Lane Charts, Cross Function Process Charts from Excel data. This add-in is designed to give you a taste of what is possible with Visio.
Leila's Org Chart Video:
Buy Bill Jelen's latest Excel book: MrExcel 2022 Boosting Excel
You can help my channel by clicking Like or commenting below: Why clicking Like on a YouTube video helps my channel
#exceltutorial
#microsoftexcel
how to org chart in excel
how to make org chart from excel
how to make org charts from excel data
how to build org charts in excel?
can i make an org chart in excel
how to create an org chart from an excel spreadsheet
how to add organizational chart in excel
how to make organizational chart excel
how to create organizational chart in excel
how to make a organizational chart in excel
how to use excel organization chart
how to organize data for excel charts
how to create an organizational chart linked in excel (easy & dynamic)
how to format data in excel to create an org chart
how to use visio data visualizer excel
how to use visio in excel
how to link visio to excel
how to create visio diagram from excel
how to connect visio and excel
how to convert visio to excel
how to create a visio org chart from excel
how to create a visio org chart from excel video
how to do org chart in visio via excel
how to upload excel to visio org chart
how to make an org chart visio from employee data excel
how to import excel into visio org chart
how to create org chart in visio from excel
how to create org charts in visio from excel spreadsheets
how to make an org chart in visio from excel
how to use excel to create a visio org chart
how to create an org chart in visio from excel
how to copy excel cells into a visio document
how to import org chart from excel to visio
how to use excel to create org chart in visio
how to create an org chart using excel and visio
how to create an organizational chart from excel to visio
how to create swimlane flowchart in excel
how to add swimlanes in excel
how to make a swimlane chart in excel
how to create swimlane diagram using excel
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how to do process flow chart in excel
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how to create process flow charts in ms excel?
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how to do flowchart with excel
building a flowchart in excel
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how to do a flow chart in excel
how to show flow charts in excel
how to add a flow chart in excel
how create a flow chart diagram in excell
how to create flow chart from excel
how to insert flow chart in excel
how to make a flow chart on excel
how to make a flow chart excel
can you make a flow chart in excel
how to create a flowchart in excell
how to create a flow chart in excel or word
how do you do a flow chart in excel
how do you make a flow chart in excel?
how to create excel flowchart
how do you create a flow chart in excel
best way to create a flow chart in excel
how to make an excel data into a flow chart
Table of Contents
(0:00) Walkthrough: Visio Data Visualizer for Excel
(1:11) Finding the Visio choices in Excel
(1:32) Creating Org Chart in Excel
(2:59) Hard to find resize icons
(3:18) Adding new fields such as Location
(4:20) Better than SmartArt
(4:45) Viewing in Visio Online
(5:45) Licensing Visio
(6:04) Flowchart in Excel
(6:27) Swimlane Chart in Excel
(7:31) Clicking Like really helps with the algorithm
Transcript of the video:
Learn Excel from MrExcel podcast episode 2375.
The Visio Data Visualizer reaches general availability.
Hey, welcome back to the MrExcel netcast.
I am Bill Jelen.
Both Leila and Mynda have covered the preview version of the Visio Data Visualizer.
Just this week at Ignite they have announced that this has gone “GA” with some nice improvements.
We'll take a look at this this add-in now that more people will have access to it.
There's three types of charts: org charts, flowcharts, and process charts.
It is if you are on Insiders or the Monthly channel of Microsoft 365.
Enterprise or student then you are going to have it.
For Home, it is very very limited.
And semi-annual, it's still in Preview so you have to follow the instructions in Leila’s or Mynda’s video.
If you have Excel 2016, Excel 2019, the perpetual version you will not have these items.
Alright. So what's new?
First off, right here on the Insert tab they now have an icon for Visio Data Visualizer.
That will help people to discover it.
What I really like is if you go to File, New in the Backstage.
You can search for “flowcharts” and there are five templates.
These two require Visio licenses.
But these three here are the ones that we have available.
So let's take a look at creating an Org Chart.
File, New and I will search for “flowcharts”.
It is showing up there because I've already searched.
But for you, search for “flowcharts” and choose one of these three here.
So I will use the org chart.
And say Create.
They have several different types of org charts.
We'll just choose one of these.
They give us some sample data. Which is what they did in preview.
But in addition, there are three more tabs here.
Getting Started walks you through how to create it.
Understanding the Diagram Data.
Then a pitch for the Visio trial.
Really, a few people will be able to use this add-in straight away the way it is.
But if you want to get into changing colors or adding a title.
Or any of those other things.
I can see that this is really kind of a gateway to get you to try Visio.
Alright so here we have the data and the chart that gets created.
What is awesome is that if we change the data in the table.
So the director. I am going to change to Bill Jelen.
It doesn't update automatically.
But when I click Refresh then the new data from the grid gets shown in the chart.
Here we have someone Aet Kangro who currently has a manager of ID3.
So that's Paul.
If we want to move them to ID2 just update this here to ID2.
And when we refresh this whole line of people will move further down in the chart.
Now now tips here.
As I've been trying to use this I am always looking for the resize icons to make it larger.
And you can't really get the resize icons until you first click on the border.
So wait till you see the four-headed arrow.
Once you get the Move icon, Click.
Then the resize icons appear.
It is really really frustrating at first. I couldn't ever get the Resize handles.
But then once I figured out that trick that makes it a little bit easier.
One of their tips is that you can add new fields out here.
So let's add location and we'll put these people in Building 36. [ typing ] These people in area 51.
People here at the SCD location.
And when I refresh it does not show up here in this preview but it will show up when we look at this in Visio Online.
If you want to add some people. Here we have ID6.
I want to add some more people below that.
I will add ID14. Grab the fill handle and drag.
I have a custom list with names.
So, we'll have those people And they are all compositors.
They will all report to ID6 as staff.
They are in the Molaki Drive location.
Then when I refresh.
See, they automatically get added.
So that's really cool.
This is better than SmartArt. Where it would be a real hassle to add people.
I like it.
I am going to save this out to OneDrive for Business.
Okay then back here.
These three dots called the Overflow Menu.
Open in Web. So I will choose that.
This is actually the point where they create a Visio Online file for you.
Up until this point the data is just stored in Excel.
But they've now created this file.
I can open that file. It takes me to a browser.
This is where we have a little bit more functionality.
I can choose a person here and go to Shape Info.
And it shows me “Area 51” from the new column that I added.
You can share this information with specific people.
They'll be able to view it just like this even if they don't have a Visio license.
The problem comes in is if you want to edit the diagram. Then you need a Visio license.
Back here in the sample data that you get from File, New.
They have a link here for a plan one or plan two for free for 30 days.
Plan one is US$5 a month. Plan 2 is fifteen dollars a month.
That's pretty much what I am paying for all of Office 365 including Power Pivot, Power Query.
I would really have to want to be doing this A LOT to pay for the whole version.
If you create a flowchart they have various shape types here.
It is a data validation you can choose from.
Just so you can see what those all are, I've created a little flowchart with every possible shape type.
So Process, Decision, Subprocess, Start, End, Document, Data, Database. External Data. On-page Reference. Off-page Reference.
And then four custom shapes.
Of course if you are paying for the visio plan 2 then you can use any of the shapes available in Visio.
Okay so we've seen the org chart and the flow chart. This is called a Process chart or a Swim Lane Chart.
It is a flow chart that basically has rows and columns.
So for example different departments might be responsible for different things.
So here I have three columns: Gold, Silver, and Bronze and that the Function column.
The Phase column is for rows.
Each item. So, here P1 is Johnny Weismuller won three gold at the 1924 Paris olympics.
That is that shape. I want it connected to both Shape P2 and Shape P3.
So I am able to say Next Step ID and put a comma between them.
To change the label on that connector.
Same thing this one is the label for the arrow to P2.
And then Tarzan for the label to P3.
Down here, Mark Spitz.
I wanted a label on going to 1972 Munich but not to Silver So just a single comma there to create the blank between them.
So if you are one of these lucky people that have the new Visio Data Visualizer give it a try.
If you come up with anything interesting, shoot me a note down in the YouTube comments below of other things that you can use with these three types of charts.
Please click Like &Subscribe.
Thanks for stopping by. I will see you next time for another netcast from MrExcel.
The Visio Data Visualizer reaches general availability.
Hey, welcome back to the MrExcel netcast.
I am Bill Jelen.
Both Leila and Mynda have covered the preview version of the Visio Data Visualizer.
Just this week at Ignite they have announced that this has gone “GA” with some nice improvements.
We'll take a look at this this add-in now that more people will have access to it.
There's three types of charts: org charts, flowcharts, and process charts.
It is if you are on Insiders or the Monthly channel of Microsoft 365.
Enterprise or student then you are going to have it.
For Home, it is very very limited.
And semi-annual, it's still in Preview so you have to follow the instructions in Leila’s or Mynda’s video.
If you have Excel 2016, Excel 2019, the perpetual version you will not have these items.
Alright. So what's new?
First off, right here on the Insert tab they now have an icon for Visio Data Visualizer.
That will help people to discover it.
What I really like is if you go to File, New in the Backstage.
You can search for “flowcharts” and there are five templates.
These two require Visio licenses.
But these three here are the ones that we have available.
So let's take a look at creating an Org Chart.
File, New and I will search for “flowcharts”.
It is showing up there because I've already searched.
But for you, search for “flowcharts” and choose one of these three here.
So I will use the org chart.
And say Create.
They have several different types of org charts.
We'll just choose one of these.
They give us some sample data. Which is what they did in preview.
But in addition, there are three more tabs here.
Getting Started walks you through how to create it.
Understanding the Diagram Data.
Then a pitch for the Visio trial.
Really, a few people will be able to use this add-in straight away the way it is.
But if you want to get into changing colors or adding a title.
Or any of those other things.
I can see that this is really kind of a gateway to get you to try Visio.
Alright so here we have the data and the chart that gets created.
What is awesome is that if we change the data in the table.
So the director. I am going to change to Bill Jelen.
It doesn't update automatically.
But when I click Refresh then the new data from the grid gets shown in the chart.
Here we have someone Aet Kangro who currently has a manager of ID3.
So that's Paul.
If we want to move them to ID2 just update this here to ID2.
And when we refresh this whole line of people will move further down in the chart.
Now now tips here.
As I've been trying to use this I am always looking for the resize icons to make it larger.
And you can't really get the resize icons until you first click on the border.
So wait till you see the four-headed arrow.
Once you get the Move icon, Click.
Then the resize icons appear.
It is really really frustrating at first. I couldn't ever get the Resize handles.
But then once I figured out that trick that makes it a little bit easier.
One of their tips is that you can add new fields out here.
So let's add location and we'll put these people in Building 36. [ typing ] These people in area 51.
People here at the SCD location.
And when I refresh it does not show up here in this preview but it will show up when we look at this in Visio Online.
If you want to add some people. Here we have ID6.
I want to add some more people below that.
I will add ID14. Grab the fill handle and drag.
I have a custom list with names.
So, we'll have those people And they are all compositors.
They will all report to ID6 as staff.
They are in the Molaki Drive location.
Then when I refresh.
See, they automatically get added.
So that's really cool.
This is better than SmartArt. Where it would be a real hassle to add people.
I like it.
I am going to save this out to OneDrive for Business.
Okay then back here.
These three dots called the Overflow Menu.
Open in Web. So I will choose that.
This is actually the point where they create a Visio Online file for you.
Up until this point the data is just stored in Excel.
But they've now created this file.
I can open that file. It takes me to a browser.
This is where we have a little bit more functionality.
I can choose a person here and go to Shape Info.
And it shows me “Area 51” from the new column that I added.
You can share this information with specific people.
They'll be able to view it just like this even if they don't have a Visio license.
The problem comes in is if you want to edit the diagram. Then you need a Visio license.
Back here in the sample data that you get from File, New.
They have a link here for a plan one or plan two for free for 30 days.
Plan one is US$5 a month. Plan 2 is fifteen dollars a month.
That's pretty much what I am paying for all of Office 365 including Power Pivot, Power Query.
I would really have to want to be doing this A LOT to pay for the whole version.
If you create a flowchart they have various shape types here.
It is a data validation you can choose from.
Just so you can see what those all are, I've created a little flowchart with every possible shape type.
So Process, Decision, Subprocess, Start, End, Document, Data, Database. External Data. On-page Reference. Off-page Reference.
And then four custom shapes.
Of course if you are paying for the visio plan 2 then you can use any of the shapes available in Visio.
Okay so we've seen the org chart and the flow chart. This is called a Process chart or a Swim Lane Chart.
It is a flow chart that basically has rows and columns.
So for example different departments might be responsible for different things.
So here I have three columns: Gold, Silver, and Bronze and that the Function column.
The Phase column is for rows.
Each item. So, here P1 is Johnny Weismuller won three gold at the 1924 Paris olympics.
That is that shape. I want it connected to both Shape P2 and Shape P3.
So I am able to say Next Step ID and put a comma between them.
To change the label on that connector.
Same thing this one is the label for the arrow to P2.
And then Tarzan for the label to P3.
Down here, Mark Spitz.
I wanted a label on going to 1972 Munich but not to Silver So just a single comma there to create the blank between them.
So if you are one of these lucky people that have the new Visio Data Visualizer give it a try.
If you come up with anything interesting, shoot me a note down in the YouTube comments below of other things that you can use with these three types of charts.
Please click Like &Subscribe.
Thanks for stopping by. I will see you next time for another netcast from MrExcel.
