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    Process Data For Swimlane

    Uploaded by

    Graceey
    1. The document describes a three step process to create cross-functional flowcharts from process data in Excel: add process data to an Excel template, import the Excel file into Visio using the Data Visualizer templates, and Visio will automatically create and layout the flowchart. 2. An example process map is provided with column headers to populate with process step details like ID, description, next step, connectors, shape type, function, phase, and other metadata. 3. Once the process map is filled out in Excel, it can be imported into Visio to generate the cross-functional flowchart diagram.

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    Download as XLSX, PDF, TXT or read online from Scribd

    Process Data For Swimlane

    Uploaded by

    Graceey
    31 views11 pages
    1. The document describes a three step process to create cross-functional flowcharts from process data in Excel: add process data to an Excel template, import the Excel file into Visio using the Data Visualizer templates, and Visio will automatically create and layout the flowchart. 2. An example process map is provided with column headers to populate with process step details like ID, description, next step, connectors, shape type, function, phase, and other metadata. 3. Once the process map is filled out in Excel, it can be imported into Visio to generate the cross-functional flowchart diagram.

    Original Title

    Process Data for Swimlane

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    1. The document describes a three step process to create cross-functional flowcharts from process data in Excel: add process data to an Excel template, import the Excel file into Visio using the Data Visualizer templates, and Visio will automatically create and layout the flowchart. 2. An example process map is provided with column headers to populate with process step details like ID, description, next step, connectors, shape type, function, phase, and other metadata. 3. Once the process map is filled out in Excel, it can be imported into Visio to generate the cross-functional flowchart diagram.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    31 views11 pages

    Process Data For Swimlane

    Uploaded by

    Graceey
    1. The document describes a three step process to create cross-functional flowcharts from process data in Excel: add process data to an Excel template, import the Excel file into Visio using the Data Visualizer templates, and Visio will automatically create and layout the flowchart. 2. An example process map is provided with column headers to populate with process step details like ID, description, next step, connectors, shape type, function, phase, and other metadata. 3. Once the process map is filled out in Excel, it can be imported into Visio to generate the cross-functional flowchart diagram.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    of 11

    Cross-Functional Flowchart -

    Three easy steps to create process diagrams from your


    l Flowchart - Data Visualizer
    cess diagrams from your data.

    Add your process data


    1 Use this Excel template to add your process
    data to the sheet titled 'Process Map'.

    Import to Visio
    Use the Data Visualizer templates in Visio
    2 and import this workbook to automatically
    create a Cross-Functional Flowchart.

    Get your diagram


    3 Visio creates the shapes and connectors,
    and it does the layout automatically for you!

    Understand the Process Map >


    Cross-Functional Flowchart -
    This sheet will help you understand the meaning of th

    Process Step ID
    The values in this column should uniquely identify your process
    steps for example 1,2,3… or P100,P200,P300…
    This is a mandatory field.

    Process Step Description


    Add a brief description about your process steps in this column.
    This description is shown as shape text for process steps in Visio.

    Next Step ID
    Add the 'Process Step ID' of the next step in this column.

    Note: If any process step has multiple next steps, then these should
    be represented as comma separated values, for example "2,3" or
    "P200,P300".

    Connector Labels
    Add the connector text for outgoing connectors of any process
    step in this column.

    Note: The labels for multiple next steps for a process should be
    represented as comma separated values, for example "Yes,No", in
    the same order as that of the outgoing steps.

    Shape Type
    Add keywords for shape type in this column. This column contains
    a list of all available flowchart shapes in Visio.

    Recommended: Select a shape type value from the available values


    in the dropdown list.

    Function
    Add the function or swimlane to which each process step belongs
    to in this column.

    Phase
    Add the phases to which each process step belongs to in this
    column.

    Meta Data / Metric Data


    The rest of the columns are metric/ metadata columns for your
    process steps. You can add any number of additional columns.
    wchart - Data Visualizer
    meaning of the data columns in the Process Map.

    Let's get started >


    Let's get started >
    Process Map: Add your proce
    Note: Use the given column names to quickly create a

    Connector
    Process Step ID Process Step Description Next Step ID Label
    100 Hiring need reported 110
    110 Log hiring request 120
    120 Prepare job description 130
    130 Advertise open job 140
    140 Interview candidates 150
    150 Select a candidate 160
    160 Make job offer 170
    170 Candidate accepts? 180,150 Yes,No
    180 Send contract 190
    190 Make ID card 200
    200 Assign office 999
    999 End
    our process data here.
    o quickly create a diagram in Visio or modify the column names to create c

    Shape Type Function Phase Owner Cost Start Date


    Start Business Unit New opening Hiring Manager
    Process Human Resources New opening HR Admin $10 1/18/2023
    Process Human Resources New opening Hiring Manager $25 1/18/2023
    Process Human Resources New opening HR Admin $15 1/24/2023
    Process Business Unit Interview Recruiter $50 1/26/2023
    Process Business Unit Interview Manager $40 2/8/2023
    Process Human Resources Interview Recruiter $20 2/10/2023
    Decision Human Resources Interview Candidate 2/15/2023
    Process Human Resources Onboard HR Admin $35 3/1/2023
    Process Human Resources Onboard Recruiter $10 3/1/2023
    Process Business Unit Onboard HR Admin $20 3/2/2023
    End Business Unit Onboard
    mn names to create custom mappings in Visio.

    End Date Status Alt Description


    Hiring need reported
    1/18/2023 Completed Log hiring request
    1/18/2023 In Progress Prepare job description
    1/24/2023 In Progress Advertise open job
    2/7/2023 Waiting on Input Interview candidates
    2/8/2023 Not Started Select a candidate
    2/10/2023 Not Started Make job offer
    2/22/2023 Not Started Candidate accepts?
    3/1/2023 Not Started Send contract
    3/1/2023 Not Started Make ID card
    3/2/2023 Not Started Assign office
    End

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