Import data from Excel into Lucid to create a tree diagram

Hi ​@Lindsey Merlin 

To create tree diagrams from Excel data in Lucidchart, your data must be organized in a parent-child hierarchy.

Besides, you'll need to import your spreadsheet using either the Org Chart or Mind Map tools, rather than the standard data panel. Proper preparation of your Excel spreadsheet and selecting the correct import tool are essential for successful diagram creation.

Hope this helps - Happy to help further!!
Thank you very much and have a great one!
Warm regards

Hi, Huma,

Thanks for the information on formatting the Excel document with the source data. How do I import it? It looks like the options to import via the Lucidchart only allows CSV files to be imported as Lucid Cards or sticky notes. What am I missing?

Thanks,

Lindsey

Hi ​@Lindsey Merlin 

Kindly confirm that you are trying from the option Data as highlighted below and also you are on enterprise plan ?

Best Regards

Hi, both,

​@Humas1985 : I imported via the data icon and the data just shows up as a spreadsheet again on the left side of the page. I am on an Enterprise plan.

​@Kelsey Gaag : When I attempted your advice, Lucid didn’t create a diagram at all. I’m staring at a blank page.

Is there a way to retire this question? It appears this type of import is not within Lucid’s capabilities at the moment.

Thanks for trying to help,

Lindsey

Hi ​@Lindsey Merlin, 

Thanks for the reply. Our team will cease replying if you no longer need assistance! I will quickly mention that a potential reason for your csv import not creating a document could because your data isn’t set up correctly. 

For more information on how to set up your data to create a processes flow check out this help center article. Feel free to reply if you have any other questions!

I also want to import data. It is my first time and that is why I don’t have enough information. Thanks for replying, I will keep that in mind. I also want to know one more thing. Can I send data through this link : https://www.filemail.com/d/loeumowfeuveuei

Hi ​@EverlySummers, 

Thank you for the reply! What kind of data are you try to import? What type of diagram are you trying to create?

Hello - I have a workflow built out in an Excel file that I would like to import into a lucid flow. I’m afraid I need help formatting my Excel into the format I found on the Lucid Help Center. Is there anyone who can guide me through the reformatting process?

Hi ​@JennyDahlSPGI, 

Thank you for the reply! I would format your data similar to this example in our import process diagram Help Center article!  There is also instructions included on what columns are required for the import to work. Let me know if you have any question on it!