Excel and Visio: Generating Diagrams Automatically

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Created by: Scott Helmers

Produced in 2018

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Course Description

Learn how to create Visio diagrams automatically from your Excel data. Follow along with Visio MVP Scott Helmers as he shows how to leverage Data Visualizer, a Visio feature that automates the creation of Visio diagrams. You supply the Excel data and Visio does the rest. Scott begins the course by demonstrating how to locate the Excel Data Visualizer templates- "whether you're working in Visio or Excel- "and use them to create flowcharts and swimlane diagrams. He demonstrates that the resulting diagrams are linked to the data so that changes to one are synchronized to the other. He then shows how to build your own data source, create other types of diagrams, and package data and a diagram into a template package that can be shared with other people.

Intermediate Level

Time: 44m 30s

Instructor Details

Scott Helmers

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Scott Helmers is a partner with the Harvard Computing Group (HCG).

HCG is a consulting and software firm that assists organizations with understanding relevant technologies and making decisions about business applications running on intranets, extranets, and the Internet. Scott is one of the principal designers of TaskMap, HCG's affordable solution for documenting work processes. Because of its simplicity, TaskMap (www.taskmap.com) lets anyone document processes, whether they are capturing an existing manufacturing process, designing a new engineering process, documenting human resources procedures, or ensuring an organization's compliance with regulations.

Based on his knowledge of Microsoft Visio, Scott's active participation in the Visio zone at Experts Exchange, and his writing and speaking engagements, Microsoft has named Scott a Visio Most Valuable Professional, one of 13 in the world, every year since 2008 (mvp.microsoft.com/en-us/PublicProfile/4020447). Scott wrote Visio 2010 Step by Step and Visio 2013 Step by Step for Microsoft Press and just completed Visio 2016 Step by Step. Book details are available at VisioStepByStep.com. At home, Scott enjoys cycling and participating in community theater productions, both with his daughters and on his own.