![]() 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. Likewise, shape modifications in Visio are preserved if the Excel data changes.Īdditionally, analysts can save their Visio diagrams and the underlying Excel mapping table as a single package using the “Export as a Template Package” feature. The resulting diagram is linked to the Excel table, so if the underlying process data is modified, the diagram updates accordingly. 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. ![]() Once the table is populated, Visio’s wizard helps you complete the remaining steps to transform your Excel data into a Visio process diagram. You can also customize the table with your own columns to meet specific business requirements. ![]() The table includes predefined columns for process step number, description, dependencies, owner, function, phase and more. The premade templates-there’s one for basic and one for cross-functional flowcharts-provide a sample mapping table to populate with diagram metadata. You can do this by either using a premade Excel template or an existing spreadsheet of your own design. 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. They often begin as hand-drawn sketches or-in today’s data-driven age-in Excel. Automatically create process diagrams from Excel dataĭiagrams don’t always start in Visio. 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. 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.
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