Visio for Excel - Create Flowcharts Linked to Cells

Get the free Visio Data Visualizer add-in for Excel and create cell linked flowcharts and organization charts! Download the Excel file containing the 3 types of flowcharts here: www.myonlinetraininghub.com/v...
Reach out to the Visio team and tell them what you think directly via email: tellvisio @ Microsoft.com (spaces added to avoid spam)
View my comprehensive courses: www.myonlinetraininghub.com/
Connect with me on LinkedIn: / myndatreacy

[@MyOnlineTrainingHub]

Get in touch with the Visio team at Microsoft and tell them what you think about the Data Visualizer: tellvisio @ Microsoft.com (spaces added to avoid spam).

[@stculp]

I'm just now coming to your channel and find it 100% useful. Clear, concise and relevant examples and demos, 2 thumbs up. Thanks & I look forward to more.

[@MyOnlineTrainingHub]

Awesome, thank you!

[@6904Dan]

Excellent training video! You are my "Go-To" now when I have any questions about excel! Thanks again!

[@MyOnlineTrainingHub]

Great to hear, Dan!

[@doczoff5655]

Thanks Minda, this is one of those 'If you don't know it exists you'd never find it!" things (especially as Excel Add-ins are disabled by our IT Department). I've just had this add-in enabled by our IT guys and had a chance to have a play. I'm developing an Excel/Power Query/Power BI based Project Planner application (because our current MS Project solution is hated to the point of staff despairing of achieving anything... fair comment, it sucks bad!) and the ability to dynamically create (and quickly 'what if' modify) flowcharts for individual sprints looks like an absolute game changer. Not least for my career, I'm still working through my probation period... I think you may have just secured my job for me! :)

[@MyOnlineTrainingHub]

So glad you found it helpful! Hope it works out for you 😊

[@Ektrbrg]

Thank you! Was searching flow charts recently and thinking of course of Visio. And thank you for this great discovery!

[@MyOnlineTrainingHub]

Glad it was helpful, Maria!

[@ishaq79]

OMG, it is like you ask for Gold bar and you get Gold Truck! WOW this year my excel skill will go upto next level. Thank you!

[@MyOnlineTrainingHub]

:-D thanks so much, Mohammed!

[@wayneedmondson1065]

Hi Mynda.. great video. Thanks for the quick look at Visio for Excel. Thumbs up!

[@MyOnlineTrainingHub]

Thanks for watching, Wayne :-)

[@daliahassan3178]

You really amazing . You illustrate every complex thing in simple words

[@MyOnlineTrainingHub]

Thanks so much! I'm pleased I could help.

[@mjjimenez3979]

I've always learn a lot in your tutorials! More powers

[@MyOnlineTrainingHub]

Happy to hear that!

[@munrooak]

Fantastic as always :)Keep up the good work. I will look forward to the next lesson.

[@MyOnlineTrainingHub]

Thank you! 😃

[@davidchirea]

Thank you! I like to discover new things in Excel :D

[@MyOnlineTrainingHub]

Glad it was of interest, David!

[@darrylmorgan]

Hi Mynda!Holy Smokes What A Great Tool,Definientley Going To have Fun Trying It Out..Thank You For This Great Tip :-)

[@MyOnlineTrainingHub]

Have fun, Darryl!

[@kibavlood5826]

Shes Back!! The Wonderwoman.

[@MyOnlineTrainingHub]

:-D too kind!

[@paolo.mombelloni]

Wasn’t aware. Sounds like a great tool!

[@MyOnlineTrainingHub]

Hope you can make use of it, Paolo

[@longtll]

We need more videos, really very smart and tricky, will done 👍

[@MyOnlineTrainingHub]

More to come!

[@zambiazimbabwe8528]

Great video, thank you very much!

[@MyOnlineTrainingHub]

Glad you liked it!

[@EPMeokazi]

I didn't know you could download add-ins! Thanks!

[@MyOnlineTrainingHub]

Yes, there's a treasure trove to explore :-)

[@WellingtonSouza3]

Amazing lesson.

[@MyOnlineTrainingHub]

Glad you think so!

[@luzvimindelacruz4723]

This is very helpful. Thanks

[@MyOnlineTrainingHub]

Glad it was helpful!

[@sigitaryo4190]

UR content always amazing...👍🏻

[@MyOnlineTrainingHub]

Thanks so much!

[@arupbiswas6094]

Hi, this is Arup from India. This excel add in will be quite helpful for me. Thank you.

[@MyOnlineTrainingHub]

Glad to hear that, Arup!

[@jawadahmadehssan6251]

Thank you, it was very helpful

[@MyOnlineTrainingHub]

Glad to hear that!

[@happyholyheroes]

thank you you helped me a lot

[@MyOnlineTrainingHub]

Glad to hear that!

[@tobayekaina8610]

Morning thanks for sharing

[@MyOnlineTrainingHub]

Good morning, Tobaye!

[@ljudevitgaj4855]

Ezcellent, thank you 🏆🏆🏆🏆🏆

[@MyOnlineTrainingHub]

Glad you liked it!

[@Mark-ft8yx]

I recently subbed to the channel. I'm enjoying the education so far. Can I ask if you can create these videos in a higher resolution (2K or 4K) It would make it much easier for people to read the data in the cells. A cheeky ask I know, however I straggle to perceive what your doing, when I can't read the cell data. Thanks, keep up the good work.

[@MyOnlineTrainingHub]

Great to have you subscribe, Mark! I generally try to record at 720p because HD is unreadable for those watching on mobile/tablet devices. To be fair, the flowchart font is ridiculously small!

[@saeidazhir4135]

🙏🙏🙏🙏🙏🙏خیلی خوبه

[@Happymoon789]

Thank you very much, like it. Could you please tell me if you have a class link that shows how did you created data/ source file? Thanks!

[@MyOnlineTrainingHub]

Hi Julie, the source data table is inserted when you insert the flow chart. You can then modify the table to suit your needs.

[@xuebill5346]

A big think you!

[@MyOnlineTrainingHub]

My pleasure :-)

[@OverthinkingGame]

Hi, thank you for this very informative tutorial. Is it possible to add hyperlinks?

[@MyOnlineTrainingHub]

Not to individual nodes in the flowchart, if that's what you mean.

[@Zvertnie]

Delicious! 👍

[@MyOnlineTrainingHub]

Thank you 😋

[@daverussell450]

Great video, always learning. Just a quick question when signing into the visio addin, I am struggling to sign in with my personal account, do you know if sign in has to be with a work or school account?

[@MyOnlineTrainingHub]

Yes, Dave. It does need to be a work or school account. Seems silly, but you can still use it without logging in. It just means you can't share it using the Visio for Web app.

[@kerivchar]

Thanks a lot for this link. I was looking for such functionality. but i have 2 more questions: 1. Can this be made more interactive just as power BI Decomposition tree. 2. Can this be integrated with data imported from Data Model / using Power Query.

[@MyOnlineTrainingHub]

You're welcome! No, you can't use this like a decomposition tree and yes, you can use the output of a query as your source data for the flowchart.

[@sagarbanbhan7581]

Thanks

[@MyOnlineTrainingHub]

Welcome :-)

[@udaracperera]

Thanks 👌👌👌

[@MyOnlineTrainingHub]

Welcome 😊

[@jg0943]

I discovered this a few months ago scrambling to meet a deadline. I was using a template that I had to import into visio, but the format and layout was horrible. This seems much more intuitive.

[@MyOnlineTrainingHub]

Great to hear!

[@stephanweaver1960]

Now if I could convince my company to enable add-ins...

[@MyOnlineTrainingHub]

Yes...that might be a problem. This is a Microsoft add-in, and it's available from their add-ins library, if that helps.

[@johnfaulkner5946]

Very cool feature! thanks for the great explanation :) Unfortunately I have an Office 365 Family subscription and it appear to want a work or student login. Am I out of luck? If I just buy a visio subscription separately would I still be able to use the excel plugin? Should I somehow upgrade my Office 365 account? What is my best option?

[@MyOnlineTrainingHub]

Hi John, I'm not sure if having a Visio subscription would unlock this feature in Excel, but you'd certainly be able to build the flowchart in Visio.

[@johnfaulkner5946]

@@MyOnlineTrainingHub thx for the prompt reply. I would like to be able to interoperate with an excel spreadsheet as I often will have a process described by a colleague in excel and would like to be able to respond with a proper flowchart. Since we aren't sure if a Visio sub would accomplish this, how would I upgrade my family version of 365 to a work version that I can be sure would provide this functionality?

[@johnfaulkner5946]

@@MyOnlineTrainingHub I think I've figured it out, thanks again :)

[@Hemo2YoYo]

First thing thanks for tutorial. The issue is the visio is not free 😢 and also how can I make the chart vertical not horizontal?

[@jorgeuribe8978]

Thanks for the video. I have a question: How can I change "Title" by the name of my process map?

[@MyOnlineTrainingHub]

Last time I used this, you couldn't change the title.

[@NaveenCha]

Awaited add-in in 365

[@sanjivpatel4438]

What would be the best template to use on Visio for displaying folder structure that I am looking to create?

[@MyOnlineTrainingHub]

Not sure as I don't use Visio, sorry.

[@kellykang2946]

Hi Team, wondering how to edit the title in this chart? Have to have subscription for this function? Thanks!

[@MyOnlineTrainingHub]

You currently can't edit the title.

[@koteek8657]

Is it also possible to convert an existing Visio flowchart into an Excel Process Map or table?

[@MyOnlineTrainingHub]

Not sure as I'm not familiar with Visio.

[@nidanaqvi5653]

If I get a flowchart which was not created in excel, am I able to export it to excel? Co-worker created a basic flowchart directly in Visio. I want to export it to excel so I can make changes and maintain it easily.

[@MyOnlineTrainingHub]

Hi Nida, possibly, but I'm not sure as I don't use Visio.

[@alparkson5494]

Thanks Mynda. I logged into my 365 account fine. When I try to work with a flowchart, I am getting this error: "Your OneDrive access needs to be setup for saving the Visio file. Please make sure you have valid OneDrive license and have access to OneDrive. You may need to work with your admin to get the access." What is this? Apparently I cannot use Visio until this is done? We already have a SHAREFILE account set up

[@MyOnlineTrainingHub]

This is simply telling you that if you want to use the Visio for Web interface you need to save your Excel file containing the Visio diagram on OneDrive. You can still use the add-in in Excel if you don't login/save to OneDrive, you just can't open it in Visio for Web.

[@rjserrett5836]

Does anyone know how to make the lines dashes? Or do I need to extract out and buy the Visio license?

[@MyOnlineTrainingHub]

I don't think they're editable in Excel.

[@andrewtan3164]

it looks like what I am always searching for.... except it just kept fail in loading the diagram....

[@MyOnlineTrainingHub]

Not sure why it would fail for you, Andrew. If you have Microsoft support, you could try reaching out to them. If not, use the feedback in Excel to send a frown so they can troubleshoot. Also, the contact details for the Visio team are in this video's description, so you can reach out direct.

[@boyem]

Hi, is it possible to export visio data to excel? Say, i have a project drawing with its materials list (in visio) and i want to link the materials list to an excel workbook.

[@MyOnlineTrainingHub]

I believe so, yes.

[@supermanx8711]

Not sure I'll get a reply...I have created an excel file for visio (365). The Excel file has different tabs for different agency departments, as does the visio file (to match the excel workbook tabs). Whenever I try to import the data to create an org chart, it imports the wrong tab (like HR instead of the FISCAL tab). Am I missing something?

[@MyOnlineTrainingHub]

I'm not a Visio expert, sorry. Not sure why this would be happening.

[@CarlosSantos-mz1kj]

Hi Tracy! I m a new subscriber from Portugal. This Add in is amazing! However when I try to sign in the app requires : 1 - View my basic profile. 2 - Has acess to all my files. 3 - Begin session and read my profile. Is it normal? Can I tust and be safe with this app/add in?

[@MyOnlineTrainingHub]

Yes, it sounds very heavy handed. I've provided the same feedback to Microsoft because in reality it only needs access to the current file. They are working on re-wording that screen. You can trust the app. It's created by Microsoft.

[@CarlosSantos-mz1kj]

Thank you very much Tracy! I will follow your advice. I found your excellents tesching / tutorials videos on KZbin few days ago, as well your site. Let me explore more and I will contact you. Regards, Carlos Santos

[@RalphOpinion]

is this available in web version?

[@MyOnlineTrainingHub]

Not sure.

[@prakshyapanp]

My flowcharts are not as neatly arranged as yours. The shapes end up crowded, Lines muddle together . When I edit the diagram, it works but as soon as i need to add new data and refresh it. Its back to being jumbled

[@MyOnlineTrainingHub]

Not sure what would cause that, sorry. I'd report it as a bug via the Help tab of the ribbon > Feedback.

[@ChadBurnham]

HI, Ran across this today. Thank you. Do you know if any way to go backwards from Visio to Excel? I have an existing flowchart in VIsio and want to bring it all back to Excel for a documentation request. For me moving forward, do you have the excel file template file you used, sorry if missed that.

[@MyOnlineTrainingHub]

Glad you liked it! I don't know if you can export from Visio to Excel, sorry. The template is automatically inserted when you insert the flowchart.

[@hariharan.s7032]

Can anyone help me to change the title of this visio made thru excel as I don't have license for Visio?

[@MyOnlineTrainingHub]

The title in Excel isn't editable and I'm not sure you can do it via Visio either, sorry.

[@mroladeji1]

Hi, can you convert a Visio diagram into the excel data visualiser spreadsheet?

[@MyOnlineTrainingHub]

I’m not sure as I don’t use Visio, sorry.

[@mroladeji1]

Thank you. Is there an updated version of this add-on?

[@akshaynair910]

I tried this and for some diagrams flows visio automatically link processes which is not supposed to be connected. Anyone any idea to fix it

[@MyOnlineTrainingHub]

Not sure, Akshay. You can reach out to the Visio team directly via email: tellvisio @ Microsoft.com (spaces added to avoid spam)

[@VegetaWien89]

How do you change the title of the flow chart? Couln‘t find the option..

[@MyOnlineTrainingHub]

You can’t change it at the moment.

[@bappedakab.acehjaya3350]

i`ve got some problem "the add in is not supported for the web browser you`re currently using.please try with a different web browser". help please, thanks..

[@MyOnlineTrainingHub]

I can't tell you much more than the error suggests and that's to try a different browser e.g. if you're using Firefox, then try Edge etc.

[@sethelliot2001]

Can this be done on a MAC? MAC does not have a design tab.

[@MyOnlineTrainingHub]

As far as I know, however it is only available with a Microsoft 365 account.

[@MissionHealth08]

Risk assessment diagram

[@jingtingong6177]

Hi, how can i copy the chart to microsoft word?

[@MyOnlineTrainingHub]

Take a screenshot.

[@sanathkumar8768]

Hi i need excel file links to download

[@MyOnlineTrainingHub]

See the link in the video description to the page where you can download the file.

[@iy9219]

How do you change the title

[@MyOnlineTrainingHub]

You can't change it in Excel! Hopefully Microsoft will fix that in an update soon.

[@johnhillescobar]

It's really pissing that I can't use some of these functionalities as an individual, even though I pay my subscription of Office 365.

[@MyOnlineTrainingHub]

I hear you , John. Very frustrating.

[@MISTY-nr1kz]

How to change title of chart ?

[@MyOnlineTrainingHub]

It's not possible yet!

[@joshvincent3503]

@@MyOnlineTrainingHub Are there any updates to this? It seems so obvious a need, or to be able to remove the title block section.

[@ishaq79]

Oh, How can i buy the T Shirt you wearing :)

[@MyOnlineTrainingHub]

They're not available anymore, sorry :-(

[@jerrymascorrojr.8319]

MyOnlineTrainingHub Are they Trademarked? If not could I send the idea to my shirt provider?

[@jyotideokar9457]

How can I add a title to this flowchart?

[@MyOnlineTrainingHub]

You'd have to overlay a text box for your title as there's no built in functionality.

[@jonathancoronado2160]

I tried to use the add in, but unfortunately the add in is designed only for professional - educative use, meaning that if you open Office 365 account with your personal email account it won't let you edit any flowchart. Sad.

[@MyOnlineTrainingHub]

Yes, the licensing around various tools can be frustrating.

[@Nitaka12]

...ugh, you need a office 365 account for everything, smh

[@MyOnlineTrainingHub]

Yes, you need 365 if you want the latest features.

[@sethelliot2001]

As usual. Another garbage product from Microsoft. Just spent over an hour trying to sign/log in. And notice, this lady doesn’t show you how to log in because YOU CANT!!!!!! It’s such garbage.

[@MyOnlineTrainingHub]

Um...yes, you can sign in, but maybe your Microsoft 365 account isn't compatible. i.e. It isn't available for personal Microsoft 365 accounts (hotmail.com, outlook.com, live.com, msn.com).

[@shakiraasfoor7599]

Thanks

[@MyOnlineTrainingHub]

My pleasure, Shakira :-)