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Visio - Exporting Process Steps

Anonymous
2024-02-06T15:49:47+00:00

The primary of my work is evaluating processes & visio is a strong application for it. Although I have facing issues exporting to excel the linked data shapes.

For example if there are three steps in the flow, visio can't export to excel saying the step it's connected to. It makes using visio almost useless and spending more time in excel.

As anyone been able to solve this without doing extensive manual steps? If so please suggest.

Essentially I'm trying to do a value stream mapping (which visio claims can support) & export the data to conduct the proper analysis.

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  1. Anonymous
    2024-02-06T19:12:26+00:00

    Thank you for the response. I am not interested in the diagram as an image or graphic file but rather the data of the shape. Specifically, the title and ID before and after each shape.

    When importing from excel to visio the data is structured that way, I'm interested in the same data but exported from visio.

    Just further clarify, if there are 3 process steps the data should tell me what process step is linked to each process step.

    Thomas

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  2. Anonymous
    2024-02-06T17:56:19+00:00

    Dear Thomas McGonigle，

    Thank you for reaching out to the Microsoft community. We are delighted to offer our assistance.

    When exporting Visio diagrams to Excel, it’s essential to ensure that the linked data shapes are correctly exported, you could try to Save as an Image or Graphic: If exporting directly to Excel isn’t working as expected, consider saving your Visio diagram as an image or graphic file (e.g., PNG, SVG, or JPEG). You can then manually input the relevant data into an Excel spreadsheet.

    1. Go to File > Export.
    2. Under Export, select Change File Type.
    3. In the Other File Types section, choose Save As Another File Type.
    4. Select the desired format (e.g., PNG, SVG, or JPEG) and save the file.Save a Visio diagram as a graphic or image file - Microsoft Support

    Thank you for your understanding and cooperation! Have a great day.

    Sincerely,

    Sean | Microsoft Community Moderator

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  3. Scott Helmers 3,775 Reputation points MVP Volunteer Moderator
    2024-02-15T03:03:43+00:00

    Years ago I wrote macro code to do something like this. Open this diagram in the desktop app (not Visio for the web) and look at the Shape Data for several of the connectors -- you'll notice that there isn't any. Then run the macro called GetFlowchartConnections that's in the document and look at the connectors again. You'll notice that each one now includes a From and a To data field with the text from the adjoining shapes.

    Does this help? If so, from here you could use the Visio report wizard (Review>Shape Reports) to export the data to Excel.

    This may not be exactly what you had in mind but let me know if it's heading in the right direction.

    On a related note: Do you have Visio Plan 2? If so, have you experimented with the Export to Word feature on the Process tab? It doesn't export the data in the way you're asking about but it does break a process map down into sections that specifically show the preceding and following steps for each step in the process. Here's an example:

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