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Using Viso with other MS applications

Resolved · Medium Priority · Version 2003

Reply Mon 21 Apr 2008, 15:38Delegate Dawn said...

Dawn has attended:
Visio Introduction course

Using Viso with other MS applications

Can you import MS Project information (e.g. gantt charts/timelines) into Visio to produce diagrams/schematics?

I currently work with MS Project and need to produce " A project on a page" summary for each project strand.

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Reply Mon 21 Apr 2008, 16:46Trainer Amanda said...

RE: Using Viso with other MS applications

Hi Dawn

Thank you for your question.

I did a bit of research on the internet and found some links that you might find useful. Just as a warning, I haven't fully tested these so not sure if there are any pitfalls but give it a go and let me know if you have any problems.

Creating a timeline in Visio from Project (from the Microsoft web site): http://office.microsoft.com/en-us/visio/HA010773061033.aspx

Creating a gantt chart in Visio from Project (Microsoft web site, refers to Visio 2007 but same options available in 2003): http://office.microsoft.com/en-us/visio/HP012077531033.aspx

I hope this helps.
Amanda

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Visio tip:

Creating an organisation chart in Visio using Excel data

A quick and easy way to create an organisation chart by importing names and titles stored in list format in an Excel spreadsheet into Visio.

1. Select File, New, Organization Chart.

2. Start the Organization Chart Wizard.

3. At the first step of the wizard, select the 'Information that I enter using the wizard' option, and click Next.

4. At the second step of the wizard, select Excel, then type the name of the file.

5. Select Browse to choose the location you wish to save the file to, click Save, and then click Next.

6. Click OK - a Microsoft Office Excel workbook will open with column headings already entered for you.

7. Replace the sample text with the text you wish to appear in your organisation chart. By holding your cursor over each column heading, you should be able to view data entry tips.

8. Save the Excel file, then close Excel.

9. Proceed through the remaining steps in the wizard to create your organization chart from the data you entered into the Excel file.

Visio's organisation chart wizard will also recognise the following file formats (besides .xls):

- Microsoft Exchange Server Directory (Microsoft Exchange e-mail Address Book).

- Tab- or Comma-delimited text (.txt).

- Org Plus (.txt).

- Microsoft Office Access (.mdb) or any other file format for a database created in an Open Database Connectivity (ODBC)-compliant database application.

View all Visio hints and tips