microsoft visio london - Linking to Excel and MS Project

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Linking to Excel and MS Project

Leah has attended:
Excel Intermediate course
Project Intro Intermediate course

by - delegate Leah [4 posts] (2007 May 17 Thu, 10:01) Reply

How do I import data from excel or MS Project into Visio? How do I link the two programs so Visio automatically updates?

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Visio Advanced 1 day course
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RE: Linking to Excel and MS Project

by - trainer Garry gold contributer [188 posts] (2007 May 18 Fri, 16:01) Reply

In Ms Project go to View then toolbars then analysis then there is a button that will export ms project to visio
you cannot link to this or update this

· How Your Business Benefits From Using Visio
· Overview of Microsoft Visio

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.