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JP D
April 19, 2022
Solved

refresh a dataset in Lucidchart from Excel

  • April 19, 2022
  • 3 replies
  • 184 views

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

Best answer by Micah

Hi JP thanks for posting in the Lucid community! The "Refresh" option is only available when data is linked from Google Sheets as it requires a live dynamic connection to your data source. Since the Excel file is a static upload Lucidchart is unable to access and update the data with any changes you may have made to the original file that is stored locally. In this instance I recommend either replacing your dataset by uploading the newer version of your Excel file or converting your Excel file to a Google Sheet and establishing a connection from it to your Lucidchart diagram so that you're able to dynamically refresh it. Please let me know if you have any additional questions about this! 

Comments

Micah
MicahAnswer
Lucid community team
April 22, 2022

Hi JP thanks for posting in the Lucid community! The "Refresh" option is only available when data is linked from Google Sheets as it requires a live dynamic connection to your data source. Since the Excel file is a static upload Lucidchart is unable to access and update the data with any changes you may have made to the original file that is stored locally. In this instance I recommend either replacing your dataset by uploading the newer version of your Excel file or converting your Excel file to a Google Sheet and establishing a connection from it to your Lucidchart diagram so that you're able to dynamically refresh it. Please let me know if you have any additional questions about this! 

jimmy
Lucid product team
June 24, 2024

Hi, JP! I know this is an old thread, but I wanted 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
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: