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You are here: Home / Archives for Excel

Excel

Dynamic Updating Org Charts in Visio!

March 23, 2020 By Visio Guy Leave a Comment

I just found a great video that showcases a new feature where Visio organization charts are automatically built and updated within Excel, using Excel data! [Read more…] about Dynamic Updating Org Charts in Visio!

Filed Under: Power User, Video, Visio 2016 Tagged With: Data Visualizer, Excel, Office 365, SharePoint, Visio Online

Sales Force Automation With Visio

June 3, 2007 By Visio Guy 20 Comments


One of the areas in which Visio particularly shines is that of Sales Force Automation. With Visio, a rep can sit on-site with a customer, and visually spec out a system or an installation. The components in the Visio schematic can be linked to real product-data, and can be analyzed via code to generate bills-of-material and reports automatically.

On MSDN, I recently uncovered “oldie but goody” demo that shows off these capabilities. I created it for Visio 5.0, while I still worked for Visio Corp, and it still works with Visio 2003! The demo illustrates how a fictitious candy-manufacturing line might be laid out. Custom shapes represent general classes of equipment, and database links behind the shapes specify real-world items. With the click of a button, a Bill of Materials, is generated in an embedded Excel spreadsheet, sitting right on the page!

[Read more…] about Sales Force Automation With Visio

Filed Under: Code, Shapes Tagged With: BOM, Code, Database, Excel, Integration, Programming, Sales Force Automation

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