Microsoft Excel Tutorial: Discover the Power of the Visio Data Visualizer in Excel.
Welcome to episode 2375 of the MrExcel podcast, where we dive into the world of Excel and explore its latest features and updates. In this episode, we'll be discussing the Visio Data Visualizer, which has recently reached general availability. Join me, Bill Jelen, as we take a closer look at this powerful add-in and its new improvements.
If you've been following along with our previous episodes, you may have already heard about the Visio Data Visualizer from our hosts Leila and Mynda. But now, with its general availability, more people will have access to this add-in and its three types of charts: org charts, flowcharts, and process charts. However, it's important to note that the availability of this add-in depends on your Microsoft 365 subscription. If you're on the Insiders or Monthly channel, you'll have access to it. For Enterprise or student subscriptions, it's also available. But for Home and semi-annual subscriptions, it's still in preview and you'll need to follow the instructions in Leila and Mynda's videos to access it.
So, what's new with the Visio Data Visualizer? Well, for starters, there's now an icon for it on the Insert tab, making it easier to discover. Additionally, when you go to File and New in the Backstage, you can now search for "flowcharts" and choose from five templates. While two of these templates require a Visio license, the other three are available for use. Let's take a closer look at creating an org chart using one of these templates.
One of the most impressive features of the Visio Data Visualizer is its ability to automatically update the chart when changes are made to the data in the table. This makes it much easier to manage and update charts, especially when dealing with large amounts of data. And while there may be a bit of a learning curve when it comes to using this add-in, it's definitely worth it for the convenience and efficiency it provides.
But that's not all - the Visio Data Visualizer also offers additional tabs for getting started, understanding the diagram data, and even a pitch for the Visio trial. While some may see this as a way to entice users to try Visio, it's also a helpful tool for those who want to customize their charts and add additional elements such as titles and colors.
In addition to org charts, the Visio Data Visualizer also offers flowcharts and process charts, which can be useful for visualizing workflows and processes. And for those who have a Visio license, there are even more shape options available for use in these charts.
So, if you're one of the lucky ones who now has access to the Visio Data Visualizer, be sure to give it a try and let us know in the comments below what interesting ways you've found to use it. And as always, don't forget to like and subscribe to our channel for more Excel tips and tricks. Thanks for tuning in and we'll see you next time for another episode of the MrExcel podcast.
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Leila's Org Chart Video: • How to Create an Organizational Chart...
Mynda's Flow Chart Video: • Visio for Excel - Create Flowcharts L...
Buy Bill Jelen's latest Excel book: https://www.mrexcel.com/products/latest/
You can help my channel by clicking Like or commenting below: https://www.mrexcel.com/like-mrexcel-...
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Table of Contents
(0:00) Walkthrough: Visio Data Visualizer for Excel
(1:11) Finding the Visio choices in Excel
(1:32) Creating Org Chart in Excel
(2:59) Hard to find resize icons
(3:18) Adding new fields such as Location
(4:20) Better than SmartArt
(4:45) Viewing in Visio Online
(5:45) Licensing Visio
(6:04) Flowchart in Excel
(6:27) Swimlane Chart in Excel
(7:31) Clicking Like really helps with the algorithm
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