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Embedded Excel worksheet in Visio - Embedding an Excel workbook and modifying the size of the displayed data

Posted on 2014-01-31
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Last Modified: 2014-02-03
1.  I have inserted an excel workbook into my Visio page.
2.  It's too big on the Visio page so I made it smaller by dragging the corner handles.
3.  Looks great on the page.  Everything is readable and my diagram and excel worksheet happily co-co-exist.
4. I double-click to open/edit that workbook.
5.  I make the edits and then click outside the excel worksheet area to return to Visio.
6.  My embedded excel object is now --once again-- too large.  I must re-size it again by dragging the corner handles.

How can I permanently size the embedded Excel object so that I don't have to repeatedly alter the size of the worksheet?
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Question by:brothertruffle880
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Steven Harris earned 500 total points
ID: 39824581
Which version of Visio?

Try the following:

1) Size the object
2) Select the object (click on it once)
3) Developer tab > Shape Design group > Protection
4) Select the applicable protection options:

object protection
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Author Comment

by:brothertruffle880
ID: 39824902
Argh!  Sorry.  Forgot to specify.
I'm using Visio 2013.
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LVL 18

Expert Comment

by:Steven Harris
ID: 39824962
Above post holds true, I am using 2013 as well.

If you don't have the Developer tab enabled yet:

FileOptionsCustomize Ribbon.  Under the Main Tabs box, enable the Developer tab.

enable developer tab
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