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Product Questions

Ask questions, get help, and share tips about Lucidchart, Lucidspark, and Lucidscale key features, such as data visualization, org charts, shapes and lines, conditional formatting, and much more.

  • 5,900 Topics
  • 14,912 Replies
5899 Topics
Gee
Gee
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?

244
Micah
Meghan V
Meghan V
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!

324
Micah
Sara D
Sara D
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

434
Micah
George A
George A
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.  

4396
Micah
George L101
George L101
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?

10512
Micah
adelmans
adelmans
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?

1256
Micah
Steve M101
Steve M101
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.

954
Micah
christieq
christieq
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 

2286
Micah
Leon I
Leon I
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.     

475
Micah
Ron S102
Ron S102
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

1273
Micah
JP D
JP D
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

733
Micah
E
evargas
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?

645
Micah
R0n W
R0n W
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.

497
Micah
L
LucidUser_321
asked in Product Questions
How to refresh linked data from an Excel sheet?

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.

634
Micah
Simon G
Simon G
posted in Product Questions
Adding actions to Smart Containers

Hi  Is there a way to automatically add actions to a Smart Containers diagram? Ideally I want to specify a URL in the source CSV / XLS file. I was inspired by this article below however need a way to import all these URL actions. https://lucidchart.zendesk.com/hc/en-us/articles/360001259626-Add-Actions-to-a-diagram#toggle-conditional-formatting

765
Micah
David R102
David R102
posted in Product Questions
Org Charts - allow free movement

So I created an org chart using an XLS file as the input and it worked great.  However I want to move some of the people around and Lucid doesn't want to let me. As an example I want to have all VPs on one line all managers on another and then all staff below.  Some departments don't have VPs and some don't have managers but I can't control the physical placement of the people on the chart.  So in a department where the manager reports to the president the manager is placed where I want the VPs to be. I basically want to be able to drag around people on the org chart and have Lucid let me "place" the people where I want them to be.  Instead Lucid snaps everything to where it wants it to go. So in the above diagram the Facilities Manager reports to the CEO.  LucidChart forces the Facilities Manager to be at the same diagram "level" as the VPs and I need this person to show at the same "level" as the other managers.  Is this possible?  Thank you!

755
Micah
Nikolay U
Nikolay U
asked in Product Questions
Add LinkedIn link to Org Chart shapes

Hi all   If xls contains links to something how to embed it in employee's box?So that if someone clicks on employee's name then it will go to employee's home page (or whatever set in the appropriate column in the imported xls file).   Thank you Nick

8914
Micah
Abhishek P
Abhishek P
asked in Product Questions
Generating ERD in Lucidchart from Microsoft Excel

Hi   I have created database schema in microsoft excel. now i need to create an ERD which explains the schema. is there a way to generate the erd while importing the xls or csv file. if it creates the entity by reading the excel data would help me very much. i will then make the connection by defining PK and FK and such... sample-

2425
Micah
F
ferhatsf
asked in Product Questions
Export data from Lucidchart

Is it feasible to export chart data to CSV or spreadsheet format? I've been unable to locate this capability. Please provide guidance.The workflow I aim to establish:Import CSV/Google Sheets/Excel data into Lucidchart (DONE) Modify data using Lucidchart's superior visual tools (DONE) ⚠️⛔️ Retrieve the modified data back into CSV/Google Sheets/Excel (NOT SUPPORTED) ⚠️⛔️

3307
Micah
M
MartinR
asked in Product Questions
Organization Chart data refresh from excel

Hello, I am wondering if anyone know of a way or if it is possible to link excel to the Organization Chart.And have the data refresh automatically without using google sheets?Or is this feature only available with google sheets? The company I work for does not use google, but microsoft 365.And we are not a big fan of google having our data in the cloud since they are not that great at GDPR rules from EU.

593
Micah
Magdy E
Magdy E
posted in Product Questions
Data linking messes up the WBS template

Trying to utilize this WBS template in my project. It supports data linking i.e. the ability to import data from an excel csv into the template. Whenever I import the data the resulting chart gets messed up and doesn't align with the hierarchy in the excel sheet. Any clues what's wrong?  Link to the used template below: https://lucid.app/lucidchart/60eca313-bcce-4e63-9b92-c5f545dbd7d9/edit?beaconFlowId=59903C78059FF9B1&page=0_0&invitationId=inv_cbf9240d-de50-44e4-943c-df18932f568e#   Thanks Magdy Elbatouty Google Canada

183
Micah
Wes B
Wes B
asked in Product Questions
Why won't my Excel dates transfer to my Lucidchart timeline?

I'm trying to take an excel file with dates and article titles to import to a Lucid Chart timeline but so far no luck. Dates are rows and correspond to the article title. 

395
Micah
F
fizyka-klata.pl
asked in Product Questions
Image manager

Where can I find the image manager in lucid currently? 

433
F
F
fizyka-klata.pl
asked in Product Questions
clear the space taken up on my lucid account

How can I clear the space taken up on my lucid account? I only have two small whiteboards. I don't know where some images are that are supposedly on my account.  

342
F
M
mwarwick
asked in Product Questions
Line shape hidden

I have a document where I cannot see any line shapes or connectors.  I can click on them and change their size, but when I click off of them, they are invisible.  It doesn’t seem to affect any other shapes.  How can I get my connectors and line shape to be visible again?

307
Shantel Gillette
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