asked on

Link Excel spreadsheet to a Visio Gantt chart

I was poking around in Visio yesterday, working in a Gantt chart and came across an option to have the data "source" Excel spreadsheet be visible on the bottom of the Gantt Chart. Visually, I was able to see the Gantt on the top and the Excel spreadsheet tasks below. I then used the Link option in Visio and was able to link the two applications. When I updated the Excel spreadsheet, it would also update the Gantt.

For the life of me I cannot recreate this.

Does anyone know how to recreate this scenario?

Rgonzo1971

Hi,

Maybe the article from scott is what you need
https://www.experts-exchange.com/articles/3042/Automating-the-Creation-of-Visio-Gantt-Charts-from-Excel-Data.html

Regards

Ratsowhat

ASKER

Thank you Rgonzo1971. It is a good article, I have read it. Unfortunately, the company I work for prohibits me from launching any Commands, it opens the operating system up to modification. Too much risk.

The question I posed above is more of a formatting Visio question I think. I fell upon an option in Visio whereby the original excel spreadsheet became visible on the bottom of the Visio Gantt chart. It was awesome. I could see the Excel task and the Visio Gantt at the same time. I was interrupted by a meeting, and when I returned I had clicked on so many options, I lost track of how I had achieved the end result. Grrrrrr... very frustrating

Rgonzo1971

to show the data

pls try

Goto Data - Show/Hide

and tick External Data Window

Ratsowhat

ASKER

Thanks again, Rgonzo1970. I am using Visio 2010. Under the Gantt Chart tab I do not see an option for "Goto Data"? I see "Go to Start" or "Finish" (referring to the task duration), but nothing about Data. I do have an option to Import Data, or Export Data. Import option was how I populated the Gantt from Excel. I keep wandering back to the Insert tab thinking it must be somewhere on there, but NG.

Appreciate your help immensely.

Rgonzo1971

Data in the level

File - Home - Insert - Design - Data - Process - Review - View

Rgonzo1971

Maybe try

In Visio 2010, navigate to Data tab and click Link Data to Shapes button. and follow the wizard

Ratsowhat

ASKER

Crazy, I know... but these are my tabs:

File, Home, Insert, Design, Review, View, Gantt Chart (No Data tab)

Here's an image:

Rgonzo1971

Right-Click on the menu

Choose

Customize the Ribbon

on the right list make sure the Data Tab is ticked

if you don't have Visio Professional you wont have DATA or REVIEW

Ratsowhat

ASKER

Not even an option for a Data tab

Rgonzo1971

like I said before

if you don't have Visio Professional you wont have DATA or REVIEW

then I don't know how to solve your problem

Ratsowhat

ASKER

Ok, then.
I now know what happened. My IT team installed a new key yesterday and apparently down graded my version.

like I said before... Appreciate your help immensely

ASKER CERTIFIED SOLUTION

Rgonzo1971

membership

This solution is only available to members.

To access this solution, you must be a member of Experts Exchange.

Start Free Trial