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Using Excel Template to Create a Process That Spans 2 Swim-lanes

Anonymous
2024-09-17T19:10:02+00:00

Hi,

I was looking for a way to use the Cross-Functional Process Flow Chart - Data Visualizer template to create a process that is between 2 swim-lanes. For example, I have process 1 that is shared between function A and B. I tried entering into the table: Process 1 then under the function column entering A+B, but this just creates a new function swim-lane "A+B". Is there a way to do this with the excel file? Thank you!

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  1. Scott Helmers 3,780 Reputation points MVP Volunteer Moderator
    2024-09-26T18:19:38+00:00

    ZP18: If what you require is something like this where some tasks are in one lane and some are in other lanes:

    you can certainly do that with Data Visualizer. (Note that in addition to using the 'Function' column in Excel to put tasks into specific lanes, this example also uses the 'Phases' column to create vertical phase lines.)

    If you'd like to recreate this specific swimlane diagram, here's a link to the Excel data file.

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  2. Anonymous
    2024-09-18T00:56:07+00:00

    Dear ZP18,

    Good day! Thank you for posting to Microsoft Community. We are happy to help you.

    As per your description, it seems that you are having concern with Data Visualizer template using Cross-Functional Process Flow Char with Excel file in Visio, need to create a process between 2 swim-lanes that creates a new function swim-lane "A+B" when updating Process 1 that is shared between function A and B in Excel table.

    If the understanding above is right, we've done hard searches and test on our side, however, we have not found an out-of-box way to achieve this currently, sorry for the inconvenience caused.

    Given this, we'd recommend you share feedback about the feature via Help > Feedback within Visio. Feedback submit by this way directly goes to the related team, this is the best way to let Visio developers know your requirements and comments, help improve the product and make it better for you and others. 

    For your reference: How do I give feedback on Microsoft 365? - Microsoft Support

    At the same time, we will also keep this thread open, so other Community members and Experts can also share their suggestions and inputs.

    Sorry for the inconvenience again. Your patience and understanding are highly appreciated. Hope you stay safe and healthy.

    Sincerely,

    Rhoda | Microsoft Community Moderator

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