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Basic Flowchart From Data1

The document outlines the steps to create a basic flowchart using Microsoft 365, emphasizing the need for a work or school account for full functionality. It details the process of selecting chart types, customizing data, and understanding diagram data requirements. Additionally, it explains the necessary subscriptions for creating and editing diagrams in Excel and Visio.

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johnpaulvi
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© © All Rights Reserved
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22 views10 pages

Basic Flowchart From Data1

The document outlines the steps to create a basic flowchart using Microsoft 365, emphasizing the need for a work or school account for full functionality. It details the process of selecting chart types, customizing data, and understanding diagram data requirements. Additionally, it explains the necessary subscriptions for creating and editing diagrams in Excel and Visio.

Uploaded by

johnpaulvi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd

Process Step ID Process Step Description Next Step ID Connector Label Shape Type Alt Text

P100 Start P200 Start


P200 Decision? P300,P400 Yes,No Decision
P300 Process Process
P400 Stop End
Basic Flowchart - Data Visualize
Three easy steps to create Basic Flowchart

Step 1
Get Started
To get started, sign in with your Microsoft 365 work
or school account. If you are using personal
accounts ([Link], [Link] etc.) you can
continue without signing in to a limited experience.
For richer experience we suggest using work or
school account.

Learn More
ta Visualizer Add-in
asic Flowchart diagrams from your data.

Step 2
Pick the Type of Chart
Select the Basic Flowchart category and the layout
you prefer.
Step 3
Change the Data to Customize Your Diagram
Update existing table rows or add new ones. Select
"Refresh" to see how it changes the diagram. Select
"Open in Web" or "Edit" to do more with the
diagram in Visio.
Understanding diagram Data
The ability to generate a Visio diagram from data is available to
all Microsoft 365 subscribers with an Microsoft 365 work or school
account.
• To create and update the diagram (in Excel), no Visio
subscription is required.
• To edit the diagram (in Visio), a Visio Plan 1 or Plan 2
subscription is required.
Basic Flowchart - Data Visualiz
Learn how to use the data columns in this B

Process Step ID
The values in this column should uniquely identify your
process steps for example 1,2,3… or P100,P200,P300…
This is a mandatory field.

Process Step Description


Add a brief description about your process steps in this
column. This description is shown as shape text.

Next Step ID
Add the 'Process Step ID' of the next step in this column.

Note: If any process step has multiple next steps, then


these should be represented as comma separated values,
for example "2,3" or "P200,P300".

Connector Labels
Add the connector text for outgoing connectors of any
process step in this column.
Let's ge
Note: The labels for multiple next steps for a process
should be represented as comma separated values, for
example "Yes,No", in the same order as that of the
outgoing steps.

Shape Type
Add keywords for shape type in this column. This column
contains a list of all available flowchart shapes in Visio.

Recommended: Select a shape type value from the


available values in the dropdown list.

Alt Text
This is an optional column used for accessibility. Alt Text
is used when user is using narrator to read advanced
items.
Visualizer Add-in
mns in this Basic Flowchart sample.

Let's get started


>

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