In today's article, I will explain how you can create a simple workflow diagram in Microsoft Excel using add-ins. Firstly, I will talk about the Microsoft Visio Data Visualizer add-in, and then, we will explore the steps of the process. If you dare, you can watch it video.
Microsoft Visio Data Visualizer is an add-in presented as part of Microsoft's Visio product family. It allows users to easily create workflow diagrams, organizational charts, and other visualizations. This tool lets users automatically create diagrams of professional quality in Visio using data sets in Excel.
Key Features:
Integration: Thanks to direct integration with Excel, changes in your database are immediately reflected in your diagram. This is very convenient when working with continuously updated information.
Templates: Visio Data Visualizer offers numerous ready-to-use templates. It includes templates for everything from organizational charts and workflows to process diagrams and timelines.
Customization: In addition to standard templates, it allows users to create their own custom diagrams. Thus, you can design specifically for a particular project or need.
Ease of Use: Once you've set up your database, you can quickly prepare your diagram by dragging and dropping or using the automatic creation features.
Use Cases:
Microsoft Visio Data Visualizer is used in various sectors of the business world, from strategic planning to visualizing IT infrastructure, human resources to marketing activities. It is especially valuable for understanding, analyzing, and communicating complex processes and systems.
By following the steps below, you too can create diagrams with a professional appearance.
Step 1: First, click on the "Developer" tab in Excel's upper menu and select the "Add-ins" button.
Step 2: When you click on the Add-ins button, the Office Add-ins page will open. Here, you can see previously installed add-ins. If the add-in you are looking for isn't there, you can search for it in the store section. For example, by searching for "workflow", you might encounter the "Microsoft Visio Data Visualizer" add-in.
Step 3: Select the add-in and click on the "Add" button. If this add-in is already in the "My Add-ins" section, you can directly add it to Excel.
Step 4: You might be asked to sign in when adding the add-in. If you don't want to sign in, you can use the "Continue Without Signing In" option.
Step 5: The add-in will ask you which type of workflow diagram you want. At this stage, select the "Vertical" option and click on the "Create" button.
Step 6: On the left side of the screen, you'll see written expressions; on the right, the diagram. You can enlarge your diagram to see it better.
Step 7: Now, you can start defining your process steps in order. For instance, the first step might be "receiving an order". You can see the changes by clicking the "Refresh" button.
Step 8: In the diagram, you can choose different shape types. For example, you can select a shape representing a decision point or a sub-process.
Step 9: In the step where the order process is documented, select the "Document" shape type and add a phrase like "Fill Out Order Form". Don't forget to connect this step with the previous ones.
Step 10: After adding all your steps, click on the "Refresh" button one last time to save changes to your diagram.
In conclusion, with this add-in in Excel, you can easily create workflow diagrams. Using this add-in and following these steps, you can achieve professional results. If you want more content on this topic, keep following us. Wishing you success in creating diagrams, see you soon!
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