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asked in Product Questions

Lucid ERD import & Microsoft Dynamics (Dataverse)

Here’s a question!Microsoft Dataverse currently hosts our Dynamics 365. We are trying to create an ERD of the relevant parts of D365 and present it LucidChart (we don’t use all the functions of Dynamics). There isn’t a standard database connector for Microsoft Dataverse, so the only way we can currently see of building our ERD and keeping it updated is manually. Does anyone know of an alternative way of doing this? Someone has suggested we can get the entities into Excel and then into Lucid, but this seems a rather long-winded & manual approach.Guidance gratefully accepted.

asked in Product Questions

Is it possible to base on my date to sort the shapes

I am creating an org chart, and all of our staff have their own grade. Is it possible Lucidchart can base on my data and logic to sort those shapes? As my situation is… when I imported data in system, then system put those shapes in alphabetical order. So some of the general staff shape are upper then manager… Is there any way to sort by grade?

asked in Product Questions

Lucid Cards for Azure DevOps - Unresolved Errors

Hello! I am trying to present a variety of user stories from a single ADO Project in LucidSpark. For many of the user stories, the integration is working perfectly - I’m able to leverage the live connection between ADO and Lucid, including utilizing the new timeline functionality, which is great.However, for a handful of the ADO User Stories, I am receiving errors that I cannot resolve. Here is one type of error:Here is the other type of error: I have attempted to:Delete and reimport the cards Make changes within ADO (status change, removing special characters) and reimport the cards Link and Unlink my ADO accountHere is an anonymized view that shows roughly how many cards (of the same work item type - except for a couple bugs that are working properly, from the same ADO project) that are working vs. not working: However, none of these resolves the issue on these problematic cards. Would love any help on this!

asked in Admin Questions

Org Chart integration sharepoint

Hello, i have a Organogram in lucidchart that is integrated in share point, but now i have an issue. Users can not expand or collaps cards. I want the sharepoint org chart to be interactive where users of sharepoint can expand or collaps levels. does anyone know how to fix this?

asked in Product Questions

Change floor plan measurements in Lucidchart

Is there a way to display length of walls/etc in floor plans as for example 62" instead of 5' 2"? 

asked in Product Questions

Walls Library won't add to drawing

Trying to draw a floor layout. Need to add interior walls. Followed these steps:Search Walls Mouse over wall in library Blank box appears Can’t select or move wall onto drawing

asked in Product Questions

Supporting Arabic Language

You guys still don't support Arabic?

asked in Admin Questions

Advanced search results have a bug

When searching my company’s teams folders for all lucidcharts with a document attribute > status > custom value of ‘legacy’ I do not get all the lucidcharts listed in the search results. I expect more than 100 items to be in the list and instead I consistently only get 30 back. A coworker tried this and gets those same 30 back, but not the 100+ that have this status value. Both of us checked and neither of us have anything else in the search fields. It appears that this is a bug. Searching the community on searching, search results, searching on document attributes doesn’t yield anything I can locate on this issue.

asked in Product Questions

Hi which version of Lucid do I need to be able to import data from Excel?

asked in Product Questions

Lightweight Connections Between LucidCards and Excel?

Hi - I'm in an interim situation where we're managing projects in a spreadsheet while we get a full-scale PM tool going... is there an easy way to bring Excel data into LucidCards so I can visualize a roadmap? Thanks!

asked in Product Questions

Importing and connecting data from Excel into Lucidchart

I have data in an excel document to show relationships between objects. Data is organized in the following manner: Coliumn A : Source  Column B: Target   I want to import it into lucid chart and have shapes for data in column A and Column B with a line drawn between them. Has anyone done this ?

asked in Product Questions

How to convert an excel with multiple sheets and numerous formulas to an easy to understand business or a work flow?

How to convert an excel with multiple sheets and numerous formulas to an easy to understand business or a work flow?

asked in Product Questions

Linking data to shapes - Skills inventory by department template

Hi there - I am trying a workaround by importing an excel file and trying to link cells of my data to individual shapes in my Lucid Chart. I see something similar was done in the Skills inventory by department template but I am unable to see how each cell was linked to each shape. If you have any videos or such please let me know.   Thank you!

asked in Product Questions

Adding new field to diagram with data linking

Hi    I lack flexibility in the working with data linking. I have created a diagram with blocks with data from an excel file.  Now I have updated the excel file with a new column so I need this information on my existing diagram. I only see one way of doing so: adding the field in each and every element that is already created. But this is a lot of work!   Is there a way to have this setup with more flexibility? Thanks in advance  Sara

asked in Product Questions

Can I export a current chart to excel make updates then import with updates to the same chart?

Is there any way to export a current page/chart to excel to update the data fields and then use that file to import back into the same page/chart. I need to add to each employee the email address and username but I have 500 employees and it would be more efficient to do this in excel.  

asked in Product Questions

Managing Org Chart Data Set in Lucidchart

For an Org Chart Data Set are multiple users able to update the data set (excel file) if the Org Chart is shared with them? I can't seem to find the data set in my documents even though I uploaded to Lucid Chart and it gives me an option to update the data set in the "Import Data" portion of Lucid Chart. Or would I need to use the Linked data in order for this?

asked in Product Questions

Using an Excel Sheet to create an organizational chart

What is the best way to integrate an Excel sheet to create an organizational chart within Lucid?

asked in Product Questions

Org Chart metrics based on linked data in Lucidchart

With Lucid Charts is there a way to import an org chart and run metrics without adding it to the source? For example if I import a 1000 employee org chart and I want to see how many managers only have 3 or less direct reports can I do that with Lucid Charts? Another example if I want to see the salary of a department if I merge two departments can that be done with Lucid Charts?  Again I don't want to add formulas in the Excel document -- I'd like to accomplish this using Lucid Charts Interface.

Amelia WLucid support team

published in Product Questions

Data Linking: Replace vs. Refresh your data set in LucidchartFAQ

Let’s talk Data Linking! You can create powerful, data-driven visualizations by importing data sets from Google Sheets, Excel spreadsheets, and CSV files. But what about the updates you make to your data set? No worries! You can use the Refresh or Replace Dataset feature. Both of these options can be found by clicking the Manage Data icon located in the top-right corner of the Data panel in Lucidchart.🔄 Refresh Dataset (Google Sheets only): By default, your spreadsheet will automatically sync to Lucidchart every 30 seconds. You can also pull updates manually by clicking Refresh Dataset. To adjust your refresh settings, you can select Manage Refresh to choose your desired refresh frequency. ⤴️ Replace Dataset (all data sets): Updates to an Excel spreadsheet or CSV will not automatically be synced to Lucidchart, but you can easily replace your data set with an updated one to keep your diagram up to date by clicking Replace Dataset.If you’re not on an Enterprise Plan, have no fear! You c

asked in Product Questions

Need advice on making diagrams based on Excel file

Hi everyone I need some help please.  I need to create diagrams and am hoping LucidChart can create them based on an Excel file. Does anyone know where to begin?  Thanks in advance for your help!   Christie Quinn 

asked in Product Questions

Replaced Linked Data not Updating Shape Data

Each day I update a project tracker table. I then upload the new dataset to my diagram. Today when the dataset is replaced the shape data does not update - remains the same as yesterdays data.  I have replaced the dataset twice (no changes to shape data).  I then deleted the dataset and added again as New Dataset and assigned the shapes to the table rows (no changes to the shape data) I even opened the Data Tab and added the same data as text for Days Remaining and the value (no changes to the shape data) If you look at the value in this screenshot for Days Remaining it clearly has the value of -45 yet the shape data remains fixed at -44.     

asked in Product Questions

Export chart to excel data

I understand we can export a chart to excel and import data from excel (to create a chart). . . .however I've already created a chart from scratch in Lucid and would like to export the data into excel--- whereby i can then either modify the chart or excel data? What would be the best way of going about this?  I probably should have looked at the org templates first (this chart is a company employee/dept organizational chart. thanks

asked in Product Questions

refresh a dataset in Lucidchart from Excel

Hi I had imported a dataset from an Excel file. I ahd linked some shapes with this dataset without any issue.Then I have modified the Excel file and updated some of the data. When I try to refresh the dataset I'm going to the icon then I right-click and I can't get the refresh option. I only get that How can I get the data refreshed ? JP

asked in Product Questions

Excel Linkage refresh

Is there a way to link an excel file to get my org chart to automatically refresh with any update I make ?I found an way to link the file but I dont think that picks up any changes From what I have read seems the only option for Lucid to automatically pick up the changes would be to reupload the data set?

asked in Product Questions

Unlink Org chart data from import source file?

Hello all. I imported a bunch of contacts I have from an XLSS file into a new org chart. Editing them is a nightmare. You click on an object and it will bring the items and fields up on the right hand side but you cannot edit any of them.I looked and this is the same if you build a brand new org chart. How can anyone use this? Very unfriendly UI and usability.

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