How to use Data Visualizer Add-In for Excel

how to use data visualizer add in for excel - How to use Data Visualizer Add-In for Excel

Microsoft Excel is nice for numbers, definitely, it does this job rather well. But, if you’re wanting to current your knowledge in a horny method that permits you to simply visualize and analyze it, then this superb product could lack some options. This calls for some assist – check out Data Visualizer add-in for Excel.

The Data Visualizer add-in for Excel is a brand new arm to Excel which might convert an Excel 365 worksheet right into a Visio diagram. This add-in permits the customers to mechanically create high-quality flowcharts, cross-functional flowcharts, and organizational charts—all of the shapes, connections, and knowledge linking—from the info in Excel tables. Users won’t want to purchase Visio to use the Microsoft Visio Data Visualizer in its easy kind, simply Excel 365 for Windows/Mac or Online. This is one fascinating software and value attempting when you regularly make flowcharts or diagrams.

All you want to get began is an Office 365 subscription—added subscription to Visio is NOT required.

Data Visualizer Add-In for Excel

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

This software is another to the diagram choices already in Office which gives restricted choices and will be fairly annoying.

How to get began

The Data Visualizer add-in for Excel is out there for:

  • Excel on Windows (2016 or later)
  • Mac (2016 or later) and
  • Excel for the net with a piece or college account

To set up Data Visualizer on any of the above, you’ll have to observe these steps:

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

2] Click ‘Insert’ after which hit ‘Get Add-ins

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

four] Now ‘Sign In’ along with your account related along with your Office 365 subscription/Microsoft 365 work/ college account.

Note: You don’t want a Visio subscription to use the add-in. However, when you have an applicable Visio license, select ‘Sign In’ in any other case ‘Sign in later’. In this, there might be few functionalities that get unlocked solely after you check in.

Create diagrams/flowcharts from knowledge in Excel

The Data Visualizer add-in for Excel is powered with a wide range of editable pattern knowledge tables in Excel. Currently, Data Visualizer gives three forms of diagram choices together with Basic Flowchart, Cross-Functional Flowchart, and Organization Chart. These samples are nice to assist you to get began, they permit the customers to:

  • Add course of steps
  • Modify connectors
  • Create dependencies
  • Insert homeowners
  • And far more

This pattern worksheet is simply the place to begin. You can add extra rows, change Shape Types, and change them round. There are many extra selections.

You may even lengthen this worksheet by including extra columns. These columns don’t change the essential Visio diagram however enable you to assimilate the worksheet into the broader evaluation.

Users can simply change the pattern knowledge with their very own and as soon as achieved – merely hit ‘Refresh Diagram’ to see the adjustments sync with the data-linked diagram exactly within the Excel sheet.

View, print, and share your diagrams/flowcharts

Since your Visio diagrams are created on-line (saved in OneDrive or ShareLevel by default) – viewing, printing, and sharing with different Office 365 customers turns into unimaginably easy. Whenever you want to open your diagram in Visio for the net, choose Open in internet from the ellipses (•••) within the add-in menu bar.

Note: If you’re not signed in but, you can be prompted to check in along with your Microsoft 365 or Office 365 work or college account. Select Sign in after which Allow or Accept any permission prompts.

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

  • To print – In Visio for the net, choose the ellipses (. . .) > Print to print your diagram.
  • To share – Select the ‘Share’ button to create a hyperlink or to enter the e-mail addresses of these you need to share with.

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

The ‘Edit’ button doesn’t work for those that don’t have a separate full Visio license. Without a Visio license, you’re caught with the unique colour scheme and customizations are restricted.

With Visio Online Plan 1 or Visio Online Plan 2 license, customers can do lots with their Data Visualizer diagrams and make their displays extra fascinating. They can add textual content or photographs, apply design themes, and make different modifications to customise diagrams in Visio or Visio Online.

The Bottom lineThe solely diagram alterations doable are from the supply worksheet except you’ll be able to entry the total Visio model.

Help & Support

Users can get extra assist and ship their suggestions straight to Microsoft from the add-in by clicking the ellipses and clicking ‘Help’ or ‘Send suggestions’.

Data Visualizer add-in for Excel is value attempting!

You ought to strive the Visio Data Visualizer Add-In for Excel. Open up a pattern worksheet and mess around with the flowcharts to see how issues work.


Leave a Comment