Link Lucidchart Diagrams to Spreadsheet Data

Tired of the tedium of working off of multiple spreadsheets containing massive amounts of data? You’ve come to the right place. Import data sets from Google Sheets, Excel spreadsheets, and CSVs into Lucidchart and use them to create powerful, data-driven visualizations. What’s more, see live updates from your data when you work with Google Sheets, as Lucidchart will automatically pull any updates to your spreadsheet data into your visualizations.

Data linking is only available to users on Professional, Team, and Enterprise accounts. To upgrade, visit our pricing page or contact our sales team.

To import a data set into a Lucidchart document, open up the document and follow these steps:
  1. Click import_1a.png in the right bar and then click import_1b.png or click File > Import Data > Data Linking (Sheets, Excel, CSV).

    import_1c.png

  2. In the window that appears, click import_2a.png.

    import_2.png

  3. Select the data set type (Google Sheets, Excel, or CSV) that you would like to import, or select to choose a file that you have already uploaded to Lucidchart. Click import_3a.png.

    import_3b.png

    • If you are importing data from a Google Sheet, you will need to grant Lucidchart permission to access your Google account. Click import_3d.png, select your Google account, and click import_3f.png to grant this permission.

      import_3c.png

      import_3e.png

  4. Select an Excel or CSV file from your device and click import_4a.png or select a sheet from Google Sheets and click import_4b.png.

    import_4c.png

    import_4d.png

  5. Select which pages of your spreadsheet you want to import and click import_5a.png.

    spreadsheet_pages.png

  6. After importing your data, Lucidchart will prompt you to identify the header row of your data set. Select a row and click import_5a.png.

    import_5.png

  7. In the next window, Lucidchart will prompt you to select a column of your data that contains reference keys, that is, unique identifiers for the contents of each row. Reference keys allow Lucidchart to keep track of your data even after you make structural changes to it, such as removing, adding, or reordering rows. Select a column and click import_6a.png.

    import_6.png

Once you have imported a data set, its data will display in the bottom section of the data panel to the right of the canvas. You can open or hide this panel at any time by clicking manage_data_sets_1.png.

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Change Header Row or Reference Key Column
The header row and reference key column will be highlighted in grey.

header_and_reference_key_.png

To assign/remove header functionality to/from a row, right-click on the number label to the left of the row and click make_header_row.png or remove_header_row.png. Correspondingy, to assign/remove reference key functionality to/from a column, right-click on the letter label above the column and click make_reference_key_columns.png or remove_reference_key.png.

Manage Multiple Data Sets
So that you can visualize data from mulitple sources at once, Lucidchart allows you to import as many data sets as you’d like into the same document. Click on the name of the data set currently displayed to view a list of all of your imported data sets.

manage_sets_3.png

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View a different data set by clicking on its name and import a new one by clicking manage_sets_5.png.

Update a Data Set
If your data set comes from a Google Sheet, updates to your spreadsheet will automatically sync to Lucidchart every 30 seconds. You can also refresh your data set to pull updates manually by clicking manage_sets_9.png.

Though updates to Excel spreadsheet or CSVs will not automatically be synced to Lucidchart, you can easily replace your data set with an updated one. To do so, hover a data set’s name in the list view and click manage_sets_6.png or right-click and select “Replace Data Set.” You can also delete or refresh a data set from this menu.

manage_sets_7.png

Custom Data

If you do not have a data set to link to your diagram, you can create custom data fields directly in the data panel and link that data to shapes or other parts of your diagram. To create custom data fields, select a part of your diagram and click Screen_Shot_2018-04-17_at_7.01.00_PM.png or Screen_Shot_2018-04-17_at_7.01.06_PM.png in the top right of the data panel. Fill out the custom fields, and click Screen_Shot_2018-04-17_at_7.01.06_PM.png for each new field you would like to add.
Once you have imported a data set, you can easily assign data to objects, groups of objects, or to your document as a whole. To assign data to an object, simply drag and drop a row or cell of data onto the object or select the object and drag and drop the data into the top half of the data panel. To assign data to your entire document, click on the canvas background and then drag the data into the top half of the data panel.

Note: To allow you to customize the appearance of your data, Lucidchart will not automatically display this data on your document components.

drag_data_onto_shape.gif

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If you drop a row or cell onto an empty part of your canvas, you will be prompted to auto-create an object from the data.

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You can assign multiple data fields to the same document component. When you drag a data field onto an object that already has data linked to it, you can opt to replace the existing data field or keep both. If you opt to keep both, the second data field will show up below the first one in the top half of your data panel.

Screen_Shot_2018-07-13_at_8.20.48_PM.png

After assigning data to a shape, you can save the linked shape to one of your custom shapes library by right-clicking on the shape and then selecting "Add to Custom Shape Library."
When you assign data to part of your document, Lucidchart will not automatically display it. Instead, Lucidchart will store the association between the data and the object in the data panel, allowing you to customize how the data appears on your canvas.

The easiest way to display a data label or value on an object is to select the object and click the corresponding text_icon.png in the top half of the data panel.

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The label or value will appear as regular text that you can style and embed in longer text strings.

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If you replace the data linked to an object with a new row or cell of data, the new data will automatically take on the format and style of the old data.

replace_shape_data.gif

Pull Fill Color from Google Sheets
If you add fill color to a cell, column, or row of data in a linked Google Sheet, the color will automatically import to Lucidchart. To display the fill color on a linked object in your diagram, click three_dots.png next to a value or label and select "Apply Imported Fill Color."

apply_imported_fill_color.png



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