Data Visualizer leverages the best of Excel and Visio; you enter data into an Excel workbook and Visio creates a diagram automatically. Join Visio MVP Scott Helmers in this video as he demonstrates how to package a diagram and its corresponding data into a Data Visualizer template package that can be shared with other people.
- [Narrator] Data Visualizer already saves you time…by letting you create diagrams from data.…However, if multiple people in your organization…frequently create the same type of diagram,…you can save even more time by creating…a Data Visualizer template package.…In this video, I'll create a pair of template packages…using shapes from the BPMN…Business Process Model and Notation stencil.…But keep in mind that you can use the same technique…for any type of diagram for which there isn't…a Microsoft supplied, Data Visualizer template.…
For the first example, I want the template package…to include data because it represents a recurring process.…It happens to be the process for submitting…an expense report and you'll find a copy…of this data in your Exercise File.…In addition to the columns used by Data Visualizer directly,…there are several BPMN's specific columns…on the right that I've marked with orange headers.…Let's switch to Visio, setup a diagram to use BPMN shapes…and then use this data to create a map.…I'll start by selecting…
Author
Scott Helmers
Released
5/24/2018- Creating a flowchart from data
- Creating a swimlane diagram from data
- Working with the built-in Excel Data Visualizer templates
- Synchronizing diagram changes with data and vice versa
- Enhancing diagrams with graphics and themes
- Creating other types of process diagrams
- Creating a diagram template package
Skill Level Intermediate
Duration
Views
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Introduction
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Welcome1m 14s
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1. Create Diagrams from Data in Excel
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What is Data Visualizer?2m 46s
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Find the Excel templates2m 10s
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Create a flowchart4m 8s
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Create a swimlane diagram3m 48s
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2. Working with Data and the Diagram
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Enhance your diagram4m 36s
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3. Build Custom Data Sources and Diagrams
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Create your own data source4m 44s
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4. Create a Custom Template Package
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Create a template package4m 25s
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Conclusion
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Next steps1m 56s
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Video: Create a template package