Visio Reports

This video explains how to run and create reports in Microsoft Visio and send them to Microsoft Excel. The tutorial demonstrates how to create shape data and add the new shape data field to a shape report. Once the new shape data is added, the field appears in the wizard ready for selection, once all the required fields are selected the report is generated by following the wizard through to the end. The video also covers how to add subtotals to your report, to total, either number or currency fields. Finally, in the last section, how to edit the Excel output is explained.

Overview

The course details for Microsoft Visio are at https://www.itseasy.co.uk/courses/visio-training/ online courses are available at http://www.itseasytraining.co.uk

Visio Reports

All Visio shapes have shape data fields which are either preset or can be added by the user. Once the fields are used to store data the data can only be sent one shape at a time. This can be slightly irritating. To solve this issue Microsoft Visio provide a report feature.

Shape Reports

There are several preset report but it is very easy to create your own report. Simply add all the filed required, including new shape data fields and then follow the wizard through. There are several report options but i tend to send my report in to an Excel file, which can then be formatted in Excel.