Charts and data applications in Visio2007

Each Visio2007 sample chart is designed for a specific purpose, such as project timelines or sales information, and each example has its own sample data in the Excel2007 workbook. You can open and edit each sample chart to see how its functionality works, and you can save edited charts. If you also want to edit the sample data, simply save a copy of the data and re-establish the link between the copied data and the sample drawing.

This topic describes how to open a sample diagram and save its sample data. For more information about how to use the advanced features described in some sample charts, see the following topics:

Create a pivotdiagram that describes the purpose of a pivotdiagram and how to create and edit a pivotdiagram.

Import data from Excel, SQL Server, SharePoint, and other external sources introduces the data Link feature, which enables you to connect shapes in a drawing to rows in a worksheet or database table.

Using data graphic enhancement data includes a variety of visual enhancements that enable you to display data clearly, such as conditional formatting, labels, data bars, and text fields.

Step 1th: Open a sample chart

On the Help menu, click Sample Diagram.

In the sample window, click the sample chart that you want to open.

Click Open Chart on the right side of the window.

Step 2nd: Save a copy of the sample data

On the Help menu, click Sample Diagram.

In the sample window, click the sample chart with the data that you want.

Click Open Sample Data on the right side of the window.

Excel opens, and the sample data is displayed in the workbook.

From the File menu, click Save As.

Select a location for the file, such as desktop.

You can now open a copy of the sample data and edit it.

Step 3rd: Link the copied data to the sample chart

Note the steps used to link the copied data to the sample pivotdiagram are described in the next section.

Open the sample diagram to which you want to link the copied data.

On the Data menu, click Refresh Data.

In the Refresh Data dialog box, click Configure.

In the Configure Refresh dialog box, click Change Data source.

Follow the wizard's instructions to use your copy of the data as the data source.

When the wizard finishes, click OK in the Configure Refresh dialog box, and then click Refresh in the Refresh Data dialog box.

Tip provides specific help for most wizard pages. To access Help, press F1 when the page is open, or click the Help button.

Link replicated data to a sample pivot diagram

How do I determine if the sample is a pivotdiagram?

On the VISIO2007 Help menu, click Sample Diagram, and in the sample window, click the example. The description of the example appears below the picture on the right side of the window.

Open the drawing with the pivotdiagram that you want to link the copied data to.

Note If you have more than one pivotdiagram in your drawing, repeat this step for each pivotdiagram that you want to link the copied data to.

Select a PivotDiagram shape in the drawing.

On the PivotDiagram menu, click Options.

In the PivotDiagram Options dialog box, under Data Options, click Change Data source.

Follow the wizard's instructions to use your copy of the data as the data source.

Tip provides specific help for most wizard pages. To access Help, press F1 when the page is open, or click the Help button.