Export Visio Drawings and Insert Excel Data

Name: Export Visio Drawings and Insert Excel Data
Author: Elissa Smith

Learn to expand diagram functionality and how to share diagrams

Preview the first lesson free — get full access to all 13 lessons.

Course: On-Demand

Hello, welcome to Microsoft Visio. In this lesson, we want to look at other types of file formats that you can save your Visio drawings as. One of the most popular is, of course, a PDF or an XPS file format because not everyone has Visio, yet they need access to the drawings for printing and also viewing. So there are multiple ways to do this. You can go up to the file ribbon tab and go down to save as and come, of course, to browse to open up your save as dialog box. Locate where you want the file to go, and then notice, when you go to save as file type, how many different choices you have, and of course, in here, we do have PDF or XPS, but I want to show you a more direct route. Another way to go is to go to file and export. PDFs are so common as a file type in Visio. You'll see here that PDF/XPS is at the top. Now when we select this, notice the things that it's going to try to do; preserve fonts and formatting, content can't be changed, and of course, we know there are free viewers. So all the benefits of a PDF. Now when I come in here, I can either change the name or keep it the same. Notice, also, if I want to see what it's going to look like after it opens, I can check this box. Also, there's a standard publishing size or there is a minimum size when it's going to be something that will be viewed online. The options box just takes you into decide what portion of your Visio drawing you're going to do. Are you going to do the whole thing or just the current page? Would you rather it be colored, in a black and white? And do you want it to include background and other document information? We're going to keep all of these checks and then click on OK, and then say publish. Now what should happen after it's been, again, saved, it still looks the same in Visio, but because I asked it to open the PDF copy, now we can see what it looks like in an online PDF viewer, and it looks exactly like what I asked it to. I did do both pages, so I'll see pages one and two including the background colors, and again, the great thing about PDFs is they're very easy to email to people and send online because they are a smaller file size and the person you send them to does not need Visio to be able to open them and view them and print them. Thanks so much for watching. In the next lesson, we're going to investigate some of the other file formats that you can save Visio drawings as, stay tuned.

Advanced Provider : Elissa Smith 13 Lessons · 32m in Arabic, German, English, Spanish, French, Portuguese, Chinese

Course Description

This course shows how inserting and exporting works within Visio. It covers how to save and export drawings as JPEG or PDF formats or to Microsoft Word. It then shows how diagrams could be saved as AutoCAD drawing formats or as web pages. Finally, it shows how to bring outside Excel data and how charts work into diagrams.

What You'll Learn

Save Visio documents as different file types, including PDF and JPEG
Export Visio diagrams into Microsoft Word
Convert Visio diagrams into web pages
Save diagrams in AutoCAD drawing format
Create and edit charts within a Visio drawing
Bring outside Excel data into Visio diagrams and Visio data into Excel

Key Takeaways

Visio drawings can be saved and exported as JPEG or PDF formats or sent to Microsoft Word.
Diagrams can be saved as AutoCAD drawing formats or as web pages.
Outside Excel data and charts can be brought into Visio diagrams.
Charts in Visio can be created, moved, resized, copied, and updated, including changing chart types and layout.
Chart data can be copied from Excel into Visio, and Visio data can be brought into Excel.

Frequently Asked Questions

What does this course cover?

It shows how inserting and exporting work within Visio, including saving and exporting drawings as JPEG or PDF, exporting to Microsoft Word, saving as AutoCAD drawing formats or web pages, and bringing in outside Excel data and charts.

What will I learn about working with charts in Visio?

You will learn to create a chart in a Visio drawing, move chart data, move, size, and copy charts, update chart types and layout, copy chart data from Excel into Visio, and edit chart elements.

Can I move data between Visio and Excel in this course?

Yes. The course covers copying chart data from Excel into Visio and bringing Visio data into Excel.

What skills does this course focus on?

It focuses on diagramming software, Microsoft Visio, and working drawings.

Which file formats can I learn to export Visio drawings to?

The course covers saving and exporting drawings as PDF, JPEG, to Microsoft Word, as an AutoCAD drawing format, and as a web page.