V
Sourcetable Integration

Visio Plugins For Excel

Jump to

    Overview

    Unlock the full potential of your data visualization and process mapping with Visio plugins for Excel, a powerful tool designed to bridge the gap between data analysis and visual representation. Enhance productivity and collaboration by creating dynamic diagrams directly from Excel data, streamlining workflow, and ensuring your reports are always up-to-date. On this page, we'll delve into the essentials of Visio, explore the seamless integration provided by plugins between Visio and Excel, highlight common use cases to maximize efficiency, and provide answers to frequently asked questions. Learn how to elevate your data storytelling and make informed decisions with the Visio plugin for Excel.

    What is Visio?

    Microsoft Visio is a software application designed specifically for drawing a wide array of diagrams. It facilitates the visualization of complex information through flowcharts, org charts, building plans, floor plans, and many other diagram types. Visio serves as an additional purchase to the MS Office suite, offering a comprehensive set of features that cater to various diagramming needs.

    Visio comes in different forms, including a full-featured Windows-based app available with Plan 2 and a simpler, browser-based app that is compatible with both Windows and macOS. Users have the flexibility to choose from different subscription plans based on their requirements. The Windows-based version of Visio includes advanced capabilities such as importing data directly from MS Excel and Access, specifically in the Professional Edition.

    The software provides an extensive library of templates, shapes, and symbols for creating specialized diagrams. These diagrams can be used to represent systems using Microsoft Azure, create detailed network architecture, and illustrate processes or procedures. Visio also allows users to add labels and text to shapes, making diagrams more informative and easier to understand.

    As a service, Visio enables users to view, edit, and share their diagrams on the web, supporting collaboration and accessibility. It is integrated with SharePoint Online and OneDrive for Business Online, allowing for efficient sharing and management of Visio files. Although Visio is not available for Mac operating systems, the browser-based app provides cross-platform accessibility without the need for a software download.

    Microsoft acquired Visio from Shapeware Corp and has updated the software over the years, with the latest version being Visio 2016. The application uses VSDX and VSDM file formats as of 2013, with VSDM files containing the option for macros. Despite its many features and widespread use, the cost of Visio may lead users to seek alternative diagramming solutions. Nevertheless, Microsoft has maintained its commitment to the security and accessibility of Visio services.

    Visio Plugins for Excel

    Availability Across Platforms

    The Visio Data Visualizer add-in for Excel is accessible on various platforms, including PC, Mac, and the browser. This availability ensures that users can work with the add-in across different devices and locations.

    Eligibility Requirements

    Usage of the Visio Data Visualizer add-in requires a Microsoft 365 work or school account. It is specifically designed to cater to the needs of work and school environments within the Microsoft 365 ecosystem.

    Diagram Creation from Excel Data

    The Visio Data Visualizer add-in empowers users to create different types of diagrams such as flowcharts, cross-functional flowcharts, and organizational charts directly from Excel data, streamlining the visualization process.

    Automatic Synchronization

    Any amendments made to a diagram in Visio are automatically synced back to the corresponding Excel spreadsheet. This feature maintains consistency between the data source and the visual representation.

    Language Support

    The add-in supports all languages that are available in Visio for the web, thereby accommodating a diverse user base with varying language preferences.

    Common Use Cases

    • V
      Sourcetable Integration
      Creating Visio flowcharts directly from Excel workbooks
    • V
      Sourcetable Integration
      Synchronizing updates between Visio diagrams and Excel workbooks
    • V
      Sourcetable Integration
      Customizing Visio diagrams using Excel data with different shapes and column mappings
    • V
      Sourcetable Integration
      Exporting Data Visualizer diagrams and Excel workbooks to a Visio template package for sharing
    • V
      Sourcetable Integration
      Embedding Visio diagrams in Power BI reports without a Visio license



    Frequently Asked Questions

    What types of diagrams can I create with the Visio Data Visualizer add-in for Excel?

    You can create basic flowcharts, cross-functional flowcharts, and organizational charts with the Visio Data Visualizer add-in for Excel.

    How do I sync changes made in Visio back to the Excel workbook?

    Changes made in Visio can be synced back to Excel by using the advanced editing capabilities, which require either a Visio Plan 1 or Visio Plan 2 subscription.

    Can I use the Visio Data Visualizer add-in for Excel without a Microsoft 365 account?

    The add-in requires a Microsoft 365 work or school account to utilize its full features, although it is possible to use parts of the add-in without signing in with a personal Microsoft account, but features will be limited.

    What do I need to edit my diagrams in the Visio desktop app?

    To edit your diagrams in the Visio desktop app and to perform advanced editing such as adding new shapes and modifying connections, a Visio Plan 2 subscription is required.

    How can I share the diagrams I create with the Visio Data Visualizer add-in?

    Diagrams can be shared as Visio files by saving the workbook to a OneDrive or SharePoint location and using Visio for the web to view, print, or share them. They can also be shared directly from Excel or by using OneDrive.

    Conclusion

    The Visio Data Visualizer add-in revolutionizes the way Excel users interact with data by enabling the automatic creation of diagrams directly within Excel for PC, Mac, and the browser. As an integral tool for Microsoft 365 work or school accounts, users can effortlessly transform their Excel workbook data into compelling flowcharts, cross-functional diagrams, and organizational charts. These diagrams can then be edited and synced with Visio, ensuring a seamless integration between the two applications. Moreover, the ability to view, print, or share these diagrams for free through Visio's web version expands the collaborative potential across teams. While the add-in offers a substantial productivity boost, Sourcetable offers an even more streamlined experience by allowing you to import data directly into a spreadsheet without the need for a plugin. Sign up for Sourcetable today to get started and take your data visualization to the next level.

    Start working with Live Data

    Analyze data, automate reports and create live dashboards
    for all your business applications, without code. Get unlimited access free for 14 days.