Using the visio database wizard with microsoft excel

There's a basic Organization Chart , which immediately offers a wizard you can cancel it and start from scratch. My colleagues and I teach online classes for all of the Microsoft Office applications, including Visio and Excel. Check us out! Wondering if video training and remote classes will work for your team? Learn more about the pros and cons. Please subscribe! We promise to keep bringing you more great content. Follow Us. Contact Us education knowledgewave. Visio uses data row IDs to track the rows when they are linked to shapes and when data is refreshed.

If you want to access data rows programmatically, you must use these data row IDs. For information about how data-refresh operations affect row order, see About Linking Shapes to Data. You can use the DataRecordset. GetDataRowIDs method to get an array of the IDs of all the rows in a data recordset, where each row represents a single data record.

Filter property. By specifying appropriate criteria and using AND and OR operators to separate clauses, you can filter the information in the data recordset to return only certain data recordset rows selectively. To apply no filter that is, to get all the rows , pass an empty string "".

After you retrieve the data-row IDs, you can use the DataRecordset. GetRowData method to get all the data stored in each column in the data row. For more information about data columns, see About Linking Shapes to Data.

The following sample code shows how to use the GetDataRowIDs and GetRowData methods to return the row ID of each row and then get the data stored in each column in every row of the data recordset passed in. It uses two nested For…Next loops to iterate through all the rows in the recordset and then, for each row, iterate through all the columns in that row. The code displays the information returned in the Immediate window. Note that you pass an empty string to the GetDataRowIDs method to bypass filtering and get all the rows in the recordset.

After you call the procedure, note that the first set of data shown corresponding to the first data row contains the headings for all the data columns in the data recordset. Have questions or feedback about Office VBA or this documentation? Please see Office VBA support and feedback for guidance about the ways you can receive support and provide feedback.

Skip to main content. This browser is no longer supported. Download Microsoft Edge More info. Contents Exit focus mode. Is this page helpful? Please rate your experience Yes No. Any additional feedback? See the reference information below to learn more about each column and how it applies and affects the flowchart. A number or name that identifies each shape in the diagram. This column is required, and each value in the Excel table must be unique and not be blank. This value does not appear on the flowchart.

This is the shape text that is visible in the diagram. Describe what occurs in this step of the process. Consider also adding a similar or more descriptive text to the Alt text column. The Process Step ID of the next shape in the sequence. A branching shape has two next steps and is represented by comma-separated numbers such as P,P You can have more than two next steps.

For branching shapes, connector labels are represented as text separated by a comma, such as Yes,No. Yes corresponds to P and No corresponds to P in the example. Connector labels are not required. The type of shape you want to represent in the Visio diagram, such as Process or Decision. Select a cell in the column and choose from the list of Shape Types.

For more information on flow charts and their shapes, see Create a basic flowchart and Create a cross-functional flowchart. The function or swimlane that each shape belongs to. Use the Function and Phase columns to help you organize different stakeholders in your flowchart. This column only applies to a Cross-Functional Flowchart and isn't included as part of the Basic Flowchart diagram.

The phase or timeline that each shape belongs to. Alt text is used by screen readers to assist those with visual impairments. You can view alt text you've entered as part of the Shape Info of a shape. Entering descriptive alt text is not required, but recommended. Each column of the table uniquely identifies an important aspect of the organization chart that you see. See the reference information below to learn more about each column and how it applies and affects the diagram.

A number that identifies each employee in your organization chart. This column is required, and each value in the Excel table must be unique and not blank.

This value doesn't appear in the diagram. Enter the full name of the employee you want to associate with the employee ID number. This text displays in the diagram as shape text. Provide additional details for the employee by entering the job title or role. This text displays in the diagram shapes underneath the employee's name.

To create the structure of the organization chart, use this column to identify the manager of each employee. You can leave it blank for those who don't report to anyone. You'll enter the corresponding employee ID from the first column. You can also separate multiple managers using a comma. Organization charts in the add-in come with different role types for you to choose from.

Select a field under the Role Type column to choose a role that best describes the employee. This will change the color of the shape in the diagram. About the Data Visualizer add-in for Excel. Need more help? Expand your skills.

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