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How to refresh linked data from an Excel sheet?

  • February 22, 2024
  • 4 replies
  • 106 views

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Hi Gurus :-)

 

Could you please provide some guidance on How to refresh linked data from an Excel sheet? 

I tried replace dataset but the data on the shapes doesn’t update.

 

Thanks and regards.

Best answer by Humas1985

Hi - I hope that you are Doing good !!

To refresh information from a CSV, re-upload the file.
To link more than one data set, click on the drop-down menu above the imported sheet in the Data Panel, and select “Add New Dataset.” You can also use this panel to toggle between, refresh, replace, or delete linked data sets.

KIndly look in to the below blog:

https://www.lucidchart.com/blog/make-your-diagrams-dynamic-with-data-linking#:~:text=To%20refresh%20information%20from%20a,or%20delete%20linked%20data%20sets.

Happy to help further !!

Hope this helps

Thank you very much and have a fantastic day!
Warm regards

Comments

Humas1985
Lucid Legend Level 10
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  • Lucid Legend Level 10
  • Answer
  • February 22, 2024

Hi - I hope that you are Doing good !!

To refresh information from a CSV, re-upload the file.
To link more than one data set, click on the drop-down menu above the imported sheet in the Data Panel, and select “Add New Dataset.” You can also use this panel to toggle between, refresh, replace, or delete linked data sets.

KIndly look in to the below blog:

https://www.lucidchart.com/blog/make-your-diagrams-dynamic-with-data-linking#:~:text=To%20refresh%20information%20from%20a,or%20delete%20linked%20data%20sets.

Happy to help further !!

Hope this helps

Thank you very much and have a fantastic day!
Warm regards


Forum|alt.badge.img+1

Thank you Huma,

 

The  “re-upload”  option  doesn't exist in the menu, I used "replace dataset" instead. after that I had to select “CSV” and not “choose previousely uploaded dataset”.

The data in the shapes did update successfully, unlike when I tried the same procedure with xls files

 

Thanks and regards.

 


jimmy
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  • Lucid product team
  • June 24, 2024

Hello!  I’m bumping this thread to let you know that we are actively developing an Excel integration with Lucidchart. This feature will allow you to import spreadsheets from Office 365 business accounts, and have 2-way syncing between Lucid and your Excel spreadsheet. 

 

If you (or anyone reading this) is interested, shoot me a DM. I can get you onboarded to our Excel beta.  We’re actively looking for testers that can provide feedback and feature requests for this new capability.


Micah
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  • Lucid community team
  • November 4, 2024

 Writing with exciting news - the two-way Excel sync that Jimmy mentioned above is now available to all users in a public beta test! We’re still actively working on it and making improvements, so we’d love to hear your feedback. Learn more in this thread: