How to Create a Visio Diagram from Excel
While using Microsoft Visio diagrams help the viewers understand the data and their relationship with each other quickly. While going through the entire datasheet cell-by-cell takes a tremendous amount of time, a diagram gives a detailed insight into the information almost instantaneously.
That said, to simplify the reports for the managers with the help of data and a complimenting diagram, the newbies usually go through the lengthy process of entering each record in the Excel sheet manually, and then either drawing the corresponding illustration separately or if they know how to, generating them automatically with the help of built-in charts.
Nevertheless, the whole practice is exceptionally tedious and is prone to a lot of human errors.
Considering this, in the following sections, you will learn how to automate the entire procedure using Visio to represent Excel data, and how to update the diagram automatically as you change the values of the records.
How to Convert Excel to Visio
If you have subscribed for Office 365 and use Excel Visio add-in called Microsoft Visio Data Visualizer can be downloaded and installed. Since the add-in is free, all you need is a valid account, and you are good to go.
The following steps explain how to download and install Microsoft Visio Data Visualizer on your PC, and then use it to convert Excel to Visio with least efforts:
Step 1: Open Office Add-ins box
Launch Microsoft Excel, go to the Insert menu from the top, and click Get Add-ins from the Add-ins group in the Ribbon to open the Office Add-ins box.
Step 2: Install Microsoft Visio Data Visualizer
Locate Microsoft Visio Data Visualizer from the right section of the box, click Add, click Continue on the One moment box that appears, and on the next box, click Sign in to install Microsoft Visio Data Visualizer.
Note: If you cannot find the add-in in the right section, you can type Microsoft Visio Data Visualizer in the Search box present at the top of the left section, and then continue with the installation once found.
Creating Diagrams in Excel with Visio
Step 1: Locate and Launch Microsoft Visio Data Visualizer
Launch Microsoft Excel, go to Insert, click the small triangle available next to the My Add-ins option in the Add-ins group, and click Microsoft Visio Data Visualizer to launch the add-in.
Step 2: Create a Visio Diagram
Select a category from the left section of the Data Visualizer box, and click your preferred diagram from the right. Notice how Microsoft Visio Data Visualizer automatically created a diagram, created a table in the Excel sheet, and populated its cells with some dummy values.
Step 3: Update the Values
Change any value in the table that the add-in created in the previous step, and click Refresh from the top of the Visio diagram to automatically update the illustration with the modified data.
The Easier Way to Make Visio Diagrams without Visio
There are a lot of steps involved in creating and importing/exporting diagrams while using Microsoft Visio. For instance, you must have Office 365, you must have its valid subscription, you must be signed in, and whatnot. If you are overwhelmed with all that fuss, there is an easier way to draw professional-level diagrams with the help of a third-party tool called EdrawMax.
Developed by EdrawSoft that is owned by an IT giant - Wondershare, EdrawMax comes in two variants: desktop and web version. The desktop edition of the program is named as EdrawMax and has plenty of advantages over Microsoft Visio. Some of the benefits of using EdrawMax include:
• Importing Data from Excel
EdrawMax helps you import data from Microsoft Excel, and automatically create a complimenting diagram or chart out of it.
• Exporting Diagrams to Visio
At first, this might sound not very clear, but the fact is, working with Visio might require a bit of training, and not everyone may have access to the learning material. On the other hand, using EdrawMax is comparatively way simpler due to the self-explanatory options, symbols, and diagram templates it has. That said, what most professionals do is, they create diagrams in EdrawMax, and then export them to Visio so the drawings can remain compatible with Microsoft Excel.
• Exporting Diagrams to Excel
This process is also quite popular among data analysts as they don’t need to create tables in Microsoft Excel to add the records manually. Instead, they can draw a detailed diagram in EdrawMax, and export it to Excel to automate the process while generating reports. This approach not only makes things easier for them, but it also saves their decent amount of time.
With all those advantages, it is safe to say that EdrawMax is a must-have tool for anyone who is into report generation and/or data analytics.