Yes No. Thank you! Any more feedback? The more you tell us the more we can help. Can you help us improve? Resolved my issue. Clear instructions. Easy to follow. No jargon. Pictures helped. Didn't match my screen. Incorrect instructions. On the first page of the Data Selector wizard, choose a data source, and then click Next.
Click Browse , and then select the source you want to import, and then click Next. If you chose an Excel workbook, choose the sheet, select the range of cells, and specify whether your data includes column headings.
Click Next , and then specify the columns and rows to include. Click Next. On the Configure Refresh Unique Identifier page, select the check box for the column that contains unique values. If you decide to refresh the imported data later, this unique identifier will enable Visio to find the updated row in the source, retrieve it, and then update the diagram. After you click Finish on the last page of the Data Selector wizard, the External Data window appears with your imported data shown in a table.
And you can link those data rows to shapes. There are other ways to link rows to shapes, see Tips and tricks for linking data. You can change the data graphics that are associated with the shapes. You can also move data graphics.
You can refresh the imported data within the diagram. However, please note that any changes made in the Shape Data window do not get pushed back to the source. Format pages. Import data to shapes in your drawing.
Need more help? Expand your skills. With the help of a new add-in, you can create an organizational chart based on Excel data in Visio for the web. Without this add-in, Visio for the web doesn't support creating organization charts. Please follow the steps outlined below to create your org chart. Important: This process only works if you have a Microsoft work or school account. It isn't available for personal Microsoft accounts Hotmail, outlook.
The org chart is derived from data in an Excel workbook. We'll give you some sample data to make it easy to get started. You'll replace the sample data with data about the people you want to include in your organizational chart. There are several steps in the process, all described below. An advantage of this process is that when changes occur, you simply update the employee data in the Excel workbook and then click a button to entirely refresh the Visio diagram.
Here we focus on using Excel and Visio in a web browser. Open Excel for the web and create a new Blank workbook. If you see a security message regarding the add-in, select Trust this add-in. Sign in with the account associated with your Microsoft work or school subscription.
In the Data Visualizer window, select Organization Chart. Then select one of the five layout options:. A sample diagram and its data-linked table are added to the workbook.
This process may take a minute. Replace the sample data in Excel table with information about your organization. Don't change the names of the column headings. Just change the data below the headings. You can use any numbering scheme you like for Employee ID, but each entry in that column must be unique. For more information, see the next section, "How the table data interacts with the diagram. After you've finished modifying the data table, select Refresh in the diagram area to update the appearance of the chart.
Note: If there is a flaw in the source data table, the Data Checker appears next to the chart and gives instructions on how to fix the flaw. After you make the corrections in the table, select Retry in the Data Checker to confirm the flaw is corrected.
Then the diagram updates itself.
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