Use the Create Diagram from Data wizard
Applies ToVisio tarifa 2

Microsoft has two ways to create a diagram based on Excel data:

  • Data Visualizer, which is only available on the Visio desktop app. It allows you to design a Visio flowchart in Excel and requires that you have a Visio Plan 2 license. Continue reading this article to learn how to use this Data Visualizer tool.

  • The Data Visualizer add-in, which is available for Excel on PC, Mac, and the browser with a Microsoft 365 work or school account. It allows you to design a Visio flowchart or organizational chart in Excel—without having a Visio license. To read about this add-in, see Create a diagram in Excel with the Visio Data Visualizer add-in.

Use the wizard in Data Visualizer

You can use the Create Diagram from Data wizard to create a detailed, polished Visio flowchart from an Excel workbook. Follow the steps in the wizard and use this help information if you have questions in each step. For more information about Data Visualizer, see Create a Data Visualizer diagram.

The ability to use the Create Diagram from Data wizard is only available with Visio Plan 2. The wizard automatically launches when you launch the Data Visualizer templates in Visio. You can find these templates by clicking File > New > Templates > Flowchart or you can search for data visualizer in the Templates search box.

If you're not sure what version of Visio you're using, select File > Account > About Visio. See Visio Plan 2 to learn more about the subscription version of Visio.

Note    If you don't see the Create Diagram from Data wizard or if you have other questions around getting started, see Data Visualizer frequently asked questions.

Note: In order to use this feature, you must have a Microsoft 365 subscription. If you are a Microsoft 365 subscriber, make sure you have the latest version of Office. If you are an IT professional managing the Microsoft 365 update process, check out the channel releases page to learn which updates are provided in each channel.

Connect to an Excel workbook to create the diagram

Use this page in the wizard to specify the type of Visio flowchart diagram you want to create, the Excel workbook, and the Excel table that contains the columns and rows used to create the Visio diagram. It’s often easier to base your Excel workbook on the sample Excel data template, which you can open by selecting the link on the template preview. You can also get your own custom Excel template, specify mappings in the subsequent steps and automatically create the diagram.

Selecting the Excel data template

If you want to refer to the sample Excel templates used in this example, you can download the sample Excel templates from the following links:

Note: All three options are required on this page.

  1. Under What diagram do you want to create from data?, select one of the following:

    • Basic Flowchart

    • Cross Functional Flow Chart (horizontal)

    • Cross Functional Flow Chart (vertical)

  2. Under Select the Excel workbook, do one of the following:

    • Select the down arrow to display a list of most recently used workbooks.

    • Select Browse to locate a workbook.

  3. Under Select a table or a custom range in the workbook, do one of the following:

    • Select from a list of table names in the workbook.

    • To specify a range of data, select Custom Range.

      Use a range of cells that contain the column headers and values when you can't create or specify an Excel table.

    Tip   Use an Excel table and not a custom range if you want to keep your diagram and data synchronized.

  4. Do one of the following:

    • To accept the default values in the other wizard pages, select Finish.

    • To customize the way the diagram is created, select Next.

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