This tutorial will show you how to Create Cross Functional Flowchart from an Excel spreadsheet with Visio Data Visualizer. For this to work you will need to use Visio Online plan 2, which is an Office 365 download.
The Cross functional flowchart, also known as swim lanes, is perfect for when the process you are explaining has different organisational departments or people who are responsible for a particular process or decision. Also, if the flowchart process being explained is time related, using "Phases" within the flowchart will allow you to demonstrate when a particular decision or process is used.
This tutorial will show you how to use a Table in Excel to automatically generate this swim lane flowchart using data visualiser. You can find data visualiser within the Templates - Flowchart - Cross functional flowchart - Data Visualizer.
You will then see how to make use of the Excel data template file as a basis to start creating your Cross functional flowchart.
The Excel data template file will have a sheet called the process map along with instructions showing you how to use this process map sheet to create the flowchart. The Data Visualizer process map file will also contain the Shape Notation Mapping sheet, which matches all of the process map shapes. So the Decision is a diamond, Process is a square, Start/End is a sausage like shape etc. This guide will teach you how the Shape Notation Mapping sheet relates to the Process Map sheet via Excel Data validation drop-down list.
#computertutoring
00:00 Introduction
00:30 Using the Visio online plan 2
01:50 Create a Visio plan from an Excel Spreadsheet
03:00 Excel data template
04:22 Table Tools
04:50 Start adding processes
07:21 Process Excel form into Visio
08:20 Alt description for the visually impaired
09:50 Style options
10:15 Get rid of the outside border and expand
10:40 Magnifying glass
11:00 Text block tool
11:10 Formatting text – change background colour
12:30 Make text bigger all at once
