Надстройка visio для excel

Microsoft Excel is great for numbers, certainly, it does this job really well. But, if you are looking to present your data in an attractive manner that allows you to easily visualize and analyze it, then this amazing product may lack some features. This calls for some support – try out Data Visualizer add-in for Excel.

The Data Visualizer add-in for Excel is a new arm to Excel which can convert an Excel 365 worksheet into a Visio diagram. This add-in allows the users to automatically create high-quality flowcharts, cross-functional flowcharts, and organizational charts—all the shapes, connections, and data linking—from the data in Excel tables. Users will not need to buy Visio to use the Microsoft Visio Data Visualizer in its simple form, just Excel 365 for Windows/Mac or Online. This is one interesting tool and worth trying if you frequently make flowcharts or diagrams.

All you need to get started is an Office 365 subscription—added subscription to Visio is NOT required.

Data Visualizer leverages the best of Excel and Visio; you enter data into an Excel workbook and Visio creates a diagram automatically. Anyone with an Office 365 subscription can use the Data Visualizer add-in to create Visio diagrams; use the underlying Excel data to modify diagrams; and, view, print, and share diagrams.

This tool is an alternative to the diagram options already in Office which offers limited options and can be quite annoying.

Create Flowcharts & Organizational charts in Excel

The Data Visualizer add-in for Excel is available for:

• Excel on Windows
• Excelon Mac and
• Excel for the web with a work or school account

To install Data Visualizer on any of the above, you will have to follow these steps:

1] Open ‘Excel’ and create a new ‘Blank’ workbook

2] Click ‘Insert’ and then hit ‘Get Add-ins’

3] In the Office Add-ins Store, search for ‘Visio Data Visualizer’ and hit the ‘Add’ button.

4] Now ‘Sign In’ with your account associated with your Office 365 subscription/Microsoft 365 work/ school account.

Note: You do not need a Visio subscription to use the add-in. However, if you have an appropriate Visio license, choose ‘Sign In’ otherwise ‘Sign in later’. In this, there will be few functionalities that get unlocked only after you sign in.

Create diagrams/flowcharts from data in Excel

The Data Visualizer add-in for Excel is powered with a variety of editable sample data tables in Excel. Currently, Data Visualizer offers three types of diagram options including Basic Flowchart, Cross-Functional Flowchart, and Organization Chart. These samples are great to help you get started, they allow the users to:

• Add process steps
• Modify connectors
• Create dependencies
• Insert owners
• And much more

This sample worksheet is just the starting point. You can add more rows, change Shape Types, and switch them around. There are many more choices.

You can even extend this worksheet by adding more columns. These columns do not change the basic Visio diagram but allow you to assimilate the worksheet into the broader analysis.

Users can easily replace the sample data with their own and once done – simply hit ‘Refresh Diagram’ to see the changes sync with the data-linked diagram precisely in the Excel sheet.

View, print, and share your diagrams/flowcharts

Since your Visio diagrams are created online (saved in OneDrive or SharePoint by default) – viewing, printing, and sharing with other Office 365 users becomes unimaginably simple. Whenever you wish to open your diagram in Visio for the web, select Open in web from the ellipses (•••) in the add-in menu bar.

Note: If you’re not signed in yet, you will be prompted to sign in with your Microsoft 365 or Office 365 work or school account. Select Sign in and then Allow or Accept any permission prompts.

After the Visio File is created, select ‘Open File’. From here:

• To print – In Visio for the web, select the ellipses (. . .) > Print to print your diagram.
• To share – Select the ‘Share’ button to create a link or to enter the email addresses of those you want to share with.

Customize & edit diagrams/flowcharts using Data Visualizer add-in

The ‘Edit’ button doesn’t work for those who do not have a separate full Visio license. Without a Visio license, you are stuck with the original color scheme and customizations are restricted.

With Visio Online Plan 1 or Visio Online Plan 2 license, users can do a lot with their Data Visualizer diagrams and make their presentations more interesting. They can add text or images, apply design themes, and make other modifications to customize diagrams in Visio or Visio Online.

The Bottom line – The only diagram alterations possible are from the source worksheet unless you can access the full Visio version.

Help & Support

Users can get additional support and send their feedback directly to Microsoft from the add-in by clicking the ellipses and clicking ‘Help’ or ‘Send feedback’.

Data Visualizer add-in for Excel is worth trying!

You should try the Visio Data Visualizer Add-In for Excel. Open up a sample worksheet and play around with the flowcharts to see how things work.

Source: Microsoft.com.

Microsoft Corporation

Начало работы с надстройкой:

Эта надстройка работает со следующими приложениями: Excel 2016 or later on Mac, Excel 2016 или более поздней версии на Windows, Excel on the web.

Если у вас нет вышеуказанного, воспользуйтесь Office.

Search for «data visualizer.» When you see the Microsoft Excel Data Visualizer tool, select Add. 

A new Excel add-in converts an Excel 365 worksheet into a Visio diagram. You don’t need to buy Visio to use the Microsoft Visio Data Visualizer in its simple form, just Excel 365 for Windows/Mac or Online.

It’s an interesting tool and worth checking out if you make diagrams or flowcharts.  The add-in inserts example worksheets that you can use as templates for your own needs. We made this simple diagram from a worksheet in just a few minutes.

Change the diagram from the linked worksheet.  Change label, add more rows etc and the diagram changes.

Data Visualizer is an alternative to the diagram options already in Office which can be quite annoying and limited.

On the other hand, without an expensive Visio licence, the Data Visualizer diagrams can’t be customized or edited.  The color schemes are fixed.

Install

In Excel 365 for Windows, Mac or Online go to the Insert | Office Add-ins and search for ‘Visio Data’.  Add ‘Microsoft Visio Data Visualiser’.

Tip: do this from a blank worksheet because the add-in will automatically insert into the current workbook.

After it’s installed, the addin appears in the current worksheet.  If you have an appropriate Visio licence, choose ‘Sign In’ otherwise ‘Sign in later’ for most people.

First time with Visio Data Visualizer

Insert a Data Visualizer into a worksheet from Insert | My Addins.

You could try converting an existing worksheet into a diagram but the worksheet has to be in a specific format.  It’s a lot easier to start from one of the supplied examples.

Basic Flowcharts

Cross-Functional Flowchart

Organization Chart

Making your own diagrams

Once you’ve chosen your starting diagram, check out the worksheet.  This is where you’ll change the supplied example into something you’ll use.  Each worksheet is different depending on the selected template.

Some parts of the worksheet are common to all.  Let’s look at the Basic Flowchart worksheet.

Each element has a Process Step ID which is like old-fashioned coding line numbers that a BASIC programmer might remember. The defaults are in 100 increments so you can easily insert steps without renumbering, like we have with a new step P250.

Next Step ID tells the add-in where to draw links between steps.

Shape Type is a pull-down list of available shapes/symbols for the diagram.

Some shapes need a Connector Label, e.g. Decision needs labels for Yes/No, Left/Right etc.

Process Step Description is the label inside the Shape.

Alt Text can be added to make the Shapes more accessible.

The sample worksheet is just the starting point. Add more rows, change Shape Types, switch them around … go crazy!

Click the Refresh button to see a revised diagram.  The add-in will show any errors like inconsistent Next Step ID’s.

Extend the worksheet

In the real world, you can extend the worksheet to add more columns relevant, things like cost, location, people etc. These columns don’t change the Visio diagram but let you integrate the worksheet into broader analysis.  Just for fun, we’ve added two columns to the original worksheet.

Editing

If you don’t have a separate full Visio licence (expensive) the Edit button doesn’t work.

Without a Visio licence, you’re stuck with the original color scheme and no other customizations allowed.

Bottom line: the only diagram changes possible are from the source worksheet, unless you can access full Visio.

Give it a try!

Our best advice is to give the Visio Data Vizualizer a try.  Open up a sample worksheet or two and see how it works.

The Office flowchart tool has always been annoying because the arrows between each step aren’t linked (i.e. move a shape and the arrows have to be moved individually).

The Data Visualizer is an interesting alternative.

According to Microsoft, Visio Data Visualizer is available in Excel 365 for Windows or Mac plus Excel Online.

Office 365 users now have access to the Visio for Excel free add-in enabling you to create Excel flow charts linked to cells like this:

And org charts like this:

And because they’re linked to cells, you simply refresh the connection and the diagrams update!

Watch the Visio for Excel Free Add-in Video

Download Workbook

Installing the Visio for Excel Free Add-in

Download the Visio Data Visualizer add-in* from the Insert tab > Get Add-ins:

*Requires Office 365 Work or School account.

Note: the Visio Data Visualizer is currently in Preview, which means it will continue to be developed over the coming months, but you can do a lot with it already.

Using the Visio Data Visualizer

To insert a flow or org chart first, select an empty cell in your worksheet. This is where some sample data will be placed. The sample data allows you to see the layout required for your linked data.

Then go to the Insert tab > My Add-ins > Microsoft Data Visualiser:

Note: The add-in will ask you to login to your Office 365 account…yes even if you’re already logged in inside of Excel! Signing in unlocks capabilities in Visio for the web such as printing, sharing, and viewing in the browser. You don’t need a Visio subscription to use this add-in, but if you have one, you’ll also be able to make edits to your diagram.

The dialog box opens and here you choose the type of diagram you want:

Note: If you’re signed in, the diagram is saved as a Visio file in your OneDrive or SharePoint location. If you’re not signed in, then the diagram is part of your Excel workbook. You can always choose to create a Visio file by signing in.

When you select the diagram you want, it inserts a sample diagram and its data-linked table:

All you need to do now is replace the data in the table with your own, then click the ‘Refresh’ button in the header of the diagram

You can add as many rows as required or remove any rows from the sample data that you don’t need.

Notes:

1. If there is an issue with the source data table, the Data Checker will appear with instructions on how to fix the issue. After you modify the table, select Retry in the Data Checker to confirm the issue is resolved. Then you’ll see the updated diagram.
2. Clicking the Edit button in the top of the diagram will ask you to open it in Visio. This requires an Office subscription with a Visio licence.

Visio Flowchart Linked Table

The structure of the table inserted by Visio must be retained. The flowcharts have the following fields:

• Process Step ID: compulsory unique identifier for each step in the process.
• Process Step Description: this text appears on the shape
• Next Step ID: Optional next step. Determines the next shape in the flow
• Connector Label: Optional where there are multiple next steps
• Shape Type: There’s a range of shapes to choose from, including 4 custom shapes (see image below)
• Function: The flowchart row labels
• Phase: The flowchart column labels available in cross-function flowcharts

Note: There’s currently no way to edit the flowchart title inside of Excel. Let’s hope this will be rectified in an update.

Formatting Visio Flowcharts in Excel

The Visio flowcharts in Excel are like any other object. Clicking the outside will enable the pull handles allowing you to resize it, delete it or cut and paste it to a new sheet:

Sharing Visio Flowcharts in Excel

Save your Excel file on OneDrive or SharePoint and from there you can easily share your diagrams via the Visio for Web interface. Click on the ellipses in the top of the diagram > Open in Web:

Note: If you’re not signed in yet, you’ll be prompted to sign in with your Microsoft 365 or Office 365 work or school account.* Select Sign in and then Allow or Accept on any permission prompts.

* It isn’t available for personal Office 365 accounts (hotmail.com, outlook.com, live.com, msn.com).

This opens the diagram in Visio for the web in your default browser. Select the Share button (see image below) to create a link or to enter the email addresses of those you want to share with. All Office 365 users will be able to view the diagram in their browser.

Alternatively, if you want to share both the data and the diagram, share the Excel workbook that contains the diagram with others. To share it, attach the workbook to an email message, or save it in OneDrive and then use the Share button to send a link.

Lastly, you can print the diagram or create a PDF from the ellipses in Visio for the Web:

More on the Visio Data Visualizer.

Tell Microsoft What You Think!

The Visio team are keen to hear your thoughts on the Data Visualizer add-in. Get in touch with them via email: tellvisio @ Microsoft.com (spaces added to avoid spam).