Julie has attended:
Visio Introduction course
Visio and correct version to get the functionality
Hi, I recently attended the Visio Introduction 365 training with Marius and took the decision to purchase Visio for my own machine. the package I purchased is Visio Plan 1 which is connected to my Office 365 account.
My main intention is to use this package for organisation charts. However this version does not seem to have all the functionality we were trained on e.g. producing charts from data etc.
Do I need to upgrade to plan 2?
RE: Visio and correct version to get the functionality
Hello Julie,
Thank you for your question. Visio Plan 1 is for creating stand-alone diagrams. The only external data link capability available in Plan 1 is for building organisation charts.
With Plan 2, you can link external data to any diagram and you also get access to additional features in the form of Microsoft Flow or Word, Excel data visualizer, and PowerPoint slide snippets.
in addition, you can embed Visio diagrams with Power BI (of course, you will need to get Power BI separately).
I hope this helps.
Kind regards
Marius Barnard
STL
RE: Visio and correct version to get the functionality
Thanks Marius. It is actually only organisation charts that I need this capability on but I cannot find how to link the data to an organisation chart in this version.
Are you able to point me in the right direction please?
Many thanks
Julie
RE: Visio and correct version to get the functionality
Hi Julie,
I only have Plan 2 and I sadly don't have access to Plan 1, but if the feature is available in Plan 1, you need to click on New in the Welcome screen to find it.
Here, you might see a tile called Organization Chart. If not, type Organization Chart in the 'Search for online templates' box. When you then click on Organization Chart, Visio might do one of two things:
1. It might open the Org Chart Wizard box straight away. If so, this is what you are after.
2. It might open a window with four Org Chart boxes. The first one has a 'magic wand'. This one will open the wizard you need.
Once in the wizard, you can follow the steps
I hope this helps.
Kind regards
Marius
