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The first step to linking Excel data to a Visio flowchart is to create a blank flowchart. On the Ribbon, select the Data tab and Quick Import from Excel. A wizard starts and once the correct file is selected, the data links appear along with the data graphics options.
To use the linked data in Microsoft Visio, select the shape type required from the stencil but do not drag it onto the diagram. Drag the linked icon from Shapes data onto the screen. This action places the selected shape on the screen with associated data graphics attached.
The associated data graphics appear on the right side of the shapes. Data graphics are changed through the advanced data graphic option. New graphics are added here if required or old ones are edited here. Process names for example, sometime appear in the centre of the shape. Labels are also removed from this option.
If the source Excel data changes, the Microsoft Visio flowchart is refreshed from the data tab.
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