Skip to main content
hamburger menu
+ Create a topic

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.

  • 5,597 Topics
  • 13,566 Replies
5597 Topics
Matt R101
Matt R101
asked in Product Questions
Importing CSV to Process Diagram - lines not following the structure in the csv

Hi  I've been trying to produce quite a complex process diagram using the csv import process. However i've become very confused as when LucidChart renders the diagram it doesn't keep the line structure which is determined in the CSV.  What I'm left with is a mess of a diagram that doesn't make sense and well....see for yourself... Am I doing something wrong with the CSV? Any help/advice would be much appreciated.   Example extract of csv....   Extract of the rendered process...      

432
Micah
6 months ago
Caza G
Caza G
asked in Product Questions
Export Shape Data to CSV with quantity of shapes included

Hello I'm building diagrams with components to be used in a project. Each shape represents a component needed and in some cases we need multiples of the same shape. I'd like to create a materials list based on the shapes used in a diagram and ideally if multiples of the same shape are used then this will automatically be indicated in the "qty" field of the CSV file. Is this possible? Thanks!

903
Micah
6 months ago
K
kmikkels
asked in Product Questions
How do i create a Customer Journey from CSV

I would like to create a customer journey offline in CSV format then load into one of the existing Customer Journey Maps in LucidChart.  I was able to do this with Smart Containers and Product Roadmaps but i cant see how i can do the same thing with Customer Journey. I was able to import the data but looks like the only way to do this is to create a chart one shape at a time - this will take me hours to map the data to individual shapes. I was hoping i could connect from the CSV and just chose the Customer Journey template . Any help appreciated.

443
Micah
6 months ago
Seth M
Seth M
asked in Product Questions
Create heat map using imported data in Lucidchart

I am new to Lucid Chart.  I want to create a Heat Map using data imported from another source. Does anyone have experience in formatting data to import to make a business risk Heat Map? #heatmap #data

592
Micah
6 months ago
Barbara D
Barbara D
asked in Product Questions
Create a org chart with multiple sheets within the Google Sheet

Hi!  Is there a way to import data from Google sheets that is sectioned into multiple sheets (tabs) within your Google sheet? See the picture below.  I'd like to divide the teams up by sheets (tabs) within the google sheet and import those different sheets into a single org chart. Can you do that with the Lucid charts org feature?

72
Micah
6 months ago
S
SunilKR
asked in Product Questions
LucidSpark Timeline - link to data in google sheets

I am trying to build a program timeline with multiple projects and multiple phases for each project using Lucid Spark timeline feature while using Project name as assignee and Phase by lucid card.The process is painfully slow if i’ve to add card for each phase of a project manually and adjust color, font etc.is there way to pull that information from a table? Can a formatting be copied from 1 card to another?   

983
Micah
6 months ago
J
jacki
asked in Product Questions
Converting Excel Employees into Salesforce Contacts

I would like to know if there is a way to convert employee cards from auto generate Excel org charts into contact cards for Salesforce. The current format of the org chart from Excel lists all contacts as employees, but is there a function to convert them to contacts? 

244
Micah
6 months ago
Ayush P
Ayush P
asked in Product Questions
Can we create ERD in Lucidchart with CSV/Excel/JSON/Text import

I see mention of CSV & Text in ERD Import but these options are not available to me when I click on import your data button. Are these options available and if so then how to use them? My Requirement: I want to create simple CDM (Conceptual data Model) and LDM (Logical Data Model) with simple text or csv import. Example in another tool that I am using they have option to create CDM diagram with simple text inputs like these- A->Submits(1:M)->B A->Participats in (1:M)->C   I want to use inputs like below in excel to create diagram: DataEntityFrom DataEntityTo DataEntityToRole Relation Multiplicity Type Relation Description A B Submits 1:M TBA A C Participats in 1:M TBA  

153812
Micah
6 months ago
Greg V
Greg V
asked in Product Questions
Reference imported data for dynamic updates in Lucidchart diagram

I have a data table in my document showing data/table of contents kind of info. I want to be able to make a reference back to that data on other pages of my document.  For example: first row first column of my table says "screen 1"  second column of th first row says "data 1"   I want to be able to put that data into a separate page and have it update as it updates in the data table. So if i turn "data1" into "daataa1" it should update all the instances of that reference.    is that possible?

182
Micah
6 months ago
Josh M
Josh M
asked in Product Questions
Data validation with custom data for org chart in Lucidchart

I have a large org chart and I want the team leads to go in and update a custom data element. However I want to to pick from a dropdown list rather than each of them typing their own wording. For example the list they could choose from would be: Employee Contractor Shared Services.  I don't want one team lead to use "Emp." and another to use "Employee" since that would cause problems with conditional formatting.

132
Micah
6 months ago
amy.smith
amy.smith
asked in Product Questions
Colour coding Departments/ Automatic Update of Data in Lucidchart

Hey All First time using Lucidchart and I have to say if I can figure out my 2 questions above it certainly beats faffing with Visio or PowerPoint!! 1) I would like each department in my org chart to be a different colour however I would like it set out "HR Org Chart" style.  I.e. marketing would be green HR would be purple etc.  How do I do this?  It said something about Scrum Teams but I'm not sure that is quite what I want as I want it to automatically update someone as purple if they are new and start in HR. 2) How do I set my org chart to automatically update itself (i.e. search for updates in our BambooHR - where i got data from).  I dont want it to rely on me updating every week or something. Thank you so so so much all. Amy

582
Micah
6 months ago
Trevor H
Trevor H
asked in Product Questions
Refreshing a smart container automatically when an underlying dataset is updated through an integration

I have created a "zap" integration (Zapier) that updated a LucidChart dataset whenever a Smartsheet sheet row is created or update.  However that does not refresh the Smart Container to do that you have to manually use the data refresh. Is there a way to automate that step also so anytime a user goes into LucidChart they see the latest data?   Thanks Trevor

246
Micah
6 months ago
Jeff O
Jeff O
asked in Product Questions
Change connection to Database for existing ERD Diagram ?

I have case where ERD diagram was created using the LucidChart code to generate a csv file and then generate chart from this.   Works fine. However I have a large investment in formatting on this diagram and I need to now "point" to another database connection.   Data is basically same except for minor updates but I see no way to point to a new Database name for the refresh.   Example let's say original Database was DevDB and now we want ProdDB... Same tables and relations with minor updates but want to point to ProdDB vs DevDB which was used to originally create.  What is best method to accomplish this?

314
Micah
6 months ago
M
mattjkenney
asked in Product Questions
SQL for Importing Google BigQuery DBs for Lucidchart

Lucidchart offers preset SQL statements for importing schema data into from various sql databases but does not offer a solution for Google BigQuery datasets.Can someone help me figure out a solution for this?

2143
Micah
6 months ago
Meghan K
Meghan K
asked in Product Questions
Create custom template/conditional formatting for importing org chart data

We are wondering if there is a way to set up a custom template or conditional formatting or something like it in a document where they will import org chart data and it will already take on all the formatting/styling that they want automatically. Right now they import data but then they/I have to spend hours sometimes applying the formatting and styling they need for each chart one by one manually. They have a specific fill color for shapes and a specific height for shapes and text size inside shapes and role fields and order of role fields in the shapes... and horizontal/vertical spacing. I have a feeling this or something like it is possible but not sure the best most efficient way to make it happen in your software. The goal is to import org chart data and have no clean up or virtually no clean up needed. Any reduction in work hours to clean org charts is also good.    Also we want to know if you can change text font/color/boldness/size of the 'role fields' if yo

312
Micah
6 months ago
Mike B102
Mike B102
asked in Product Questions
Importing data with dates into Lucidchart

I am creating a smart container importing data from a google sheet.   It has dates in it and on the google sheet it has the date in the standard form.  When importing it into the smart container it converts to datevalue format.  How do I change this? 

292
Micah
6 months ago
Timothy.Morris
Timothy.Morris
asked in Product Questions
Data queries when importing data into Org Chart

Hello I've recently obtained a license for Lucid Chart and am attempting to import my first Org Chart from excel but have some data issues which may adversely affect the org chart I build. Below are the potential issues I have if anyone can offer any advice I'd be eternally grateful. To create the chart I need to provide the supervisor ID which I assume should match the employee ID however if I have supervisor positions that are blank how does lucid chart cope with this? Following on from the above as a work around I could run the org chart off position ID's instead as this field will never be blank for the supervisors however this would mean that I would also need to use the position ID as the employee ID also right? then if I use position ID how does lucid chart handle positions with multiple employee's in? I can update duplicate employee position ID's without issue by assigning a letter at the end hopefully but how will lucid chart work if I have multiple employees in the superviso

292
Micah
6 months ago
L
luciduser_1234
asked in Product Questions
Use same data fields across all shapes in one page

Dear team,I found the possibility to add custom data fields to shapes manually, which is also available without the enterprise plan. However, it seems like all shapes have separate fields - I wanted to check if there is any way to set up the shapes to use the same data fields / single-select options across shapes so that we do not manually need to create the same data field and content for each field?I know that one workaround would be to duplicate shapes, but maybe it’s also possible to edit existing shapes in bulk?Many thanks! 

282
Micah
6 months ago
IT S101
IT S101
asked in Product Questions
Reference custom data on another page in the same document

Is it possible to reference custom data on another page in the same document? I have a number on 3 different pages and I would like to total them all on the master page. I looked through the "How to use Formula's" help article but I couldn't find anything about referencing another page.

182
Micah
6 months ago
Justin101
Justin101
asked in Product Questions
Search for Custom Data in Shapes

Hi all I'm making a flow chart to map out user journeys in our product. The nodes of the flow chart are screenshots of our UI and I am using the custom data fields to track our logging events for those UI elements.  If I have a shape with custom data event_name=screen_1 and another shape with custom data event_name=screen_2 for example is it possible to search for "screen_1" and highlight the shape with that custom data?

142
Micah
6 months ago
Karen L101
Karen L101
asked in Product Questions
Formula - countif using custom data in Lucidchart

I have page data formulas and shapes with custom dataI am struggling to create another formula with 2 COUNTIF formulas Ie: count when have both dataie: Countif=COUNTIF(DESCENDANTSTHIS."System"='Online')AND=COUNTIF(DESCENDANTSTHIS."Process"='Hotel ') or Countif=countif(descendants(page) x => and(shapetype(x) = 'ProcessBlock' lower(fillcolor(x)) = '#fc9432ff'))AND=COUNTIF(DESCENDANTSTHIS."Process"='Hotel ')Thanks

304
Micah
6 months ago
Vivek S
Vivek S
asked in Product Questions
Exporting custom data from Lucidchart

I have entered a large amount of descriptive information using the "Custom Data" feature for various entities in my Lucidchart model. I would like the ability to export that outside of Lucidchart and share either as a PDF or Excel or CSV. I am unable to get this data out. The only item that gets published is the diagram. This seems like a serious gap. Anyway around this? Will be very time consuming to manually cut/paste all this outside of the diagram one by one (as I have read in some forums).

605
Micah
6 months ago
Eric D
Eric D
asked in Product Questions
Count Objects in Org Chart using custom data field in Lucidchart

I have a custom field in a my Org Chart which I use to track whether a position is open or not (Open = Y). I'd like to add a field which looks at downstream objects and counts the occurrences of "Open = Y". This is similar to the built in "Head Count" field which is available on org charts out of the box but unfortunately I cannot see how that number is referenced in the chart please help.

45915
Micah
6 months ago
Jason S101
Jason S101
asked in Product Questions
How can you make your visual workflow interactive triggered by data like a dashboard?

Hello I'm a Process Architect and I develop Workflow Documentation for small to medium size organizations.  Many of my clients use what I develop to set up or optimize their project management software like Asana and many others however they ask how they can use the workflow as a dashboard.  Basically as they move the project through the stages in Asana how can that information than feed the workflow to show a status of all of the projects visually across the workflow?  Any ideas?

352
Micah
6 months ago
S
Sang
asked in Product Questions
EDU Premium

I signed up with my school email. Currently, my account says EDU free, and I am limited to three documents on Lucidcharts. This page says EDU premium has unlimited document creation.  My question is, how can I get EDU premium applied to my account?

293
Kelsey Gaag
6 months ago
Lucid Software Inc. Supplemental Community Terms

Get Started

Products

Solutions

Resources

Company

Privacy Legal Cookie privacy choices Cookie policy
©   2024  Lucid Software Inc.