Vinculación de diagramas Lucidchart a datos de hojas de cálculo

Con nuestras capacidades de asociación de datos, puedes vincular diagramas Lucidchart a datos en vivo ubicados en Google Sheets. Los datos de tus figuras se actualizarán automáticamente con cualquier cambio que realices en tus documentos Google Sheets, permitiéndote visualizar tus procesos en tiempo real.

La función de vinculación de datos solo está disponible para las cuentas Professional, Team y Enterprise. Para actualizar tu cuenta, visita nuestra página de precios o comunícate con nuestro equipo de ventas.

  1. Within a Lucidchart document, click "File" in the top left corner of your screen, and select "Import Data."

    file_import_data.png

    You can also click on the database icon in the Dock on the right side of your screen, and then on the blue "Link Data" button that appears on the bottom.

    Screen_Shot_2017-07-07_at_3.44.02_PM.png

    The following window should appear at the bottom of your screen:

    Screen_Shot_2017-07-06_at_2.35.22_PM.png
  2. If you have not already given Lucidchart permission to access your Google Sheets documents, a window will pop up asking you to do so. Click "Authenticate" and then "Allow" in the following window.

    Screen_Shot_2017-11-06_at_11.50.47_AM.png

  3. A window will pop up asking you what kind of spreadsheet you want to import. Select "Google Sheets," and click "Import." You can also select whether you want Row 1 of your sheet to be your header row or a data row by checking or unchecking the box at the bottom of the window.

    what_kind_of_spreadsheet_do_you_want_to_import_.png

    Note: You can also import and link your diagram to a .csv file, but this data will not be dynamic.
  4. Select the Google Sheet that you would like to link to your Lucidchart document.

    pick_which_sheet_to_link.png
  5. Select which tab of your selected document you want to link and click "Import."

    select_the_tab_of_the_sheet_to_import.png
Your data is now linked to Lucidchart! Your imported data will appear in the bottom right corner of your screen.

Note: Your Lucidchart data set will update periodically to show changes made in Google Sheets. If you don’t see the changes right away, click this button to sync.Screen_Shot_2017-01-18_at_2.00.05_PM.png

To manage your data sets, click on the upside-down triangle next to the name of your active linked sheet and a list of all of your linked sheets will appear.

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Puedes vincular fácilmente una nueva hoja de cálculo a tu documento haciendo clic en el botón “+ Conjunto de datos”.

If you want to manage a data set that is already linked, right-click on the sheet’s name or click on the three dots that appear when you hover over it. A window will pop up inviting you to refresh, replace, or delete the data set. If you replace your data set with another one, your shape and page data will automatically update with the data from the new sheet.

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Ahora que tu conjunto de datos está vinculado a tu documento, podrás asignar partes del mismo a figuras en Lucidchart. Hay tres formas diferentes en que lo puedes hacer.

Opción 1

  1. Arrastra una nueva figura sobre el lienzo O selecciona la figura preexistente en la cual deseas asignar los datos.
  2. Drag a row or cell from your data set onto the shape OR onto the shape data panel, which will appear above your sheet data when a shape is selected. The dragged data will automatically be assigned to the shape.

    drag_sheet_data_onto_shape_or_into_panel.gif

Opción 2

  1. Arrastra una fila o una celda de tu conjunto de datos y suelta la figura de marcador de posición en cualquier parte del lienzo.
  2. When you release your cursor, a drop-down menu will appear, allowing you to pick between "Standard," "Flowchart," or "Shapes." Select your desired shape, and watch the data display inside of it.

    drag_data_onto_canvas.gif

    Note: The blue brackets that appear around text when you hover over a shape signify that the shape contains dynamic data.

Opción 3

  1. Selecciona la figura a la que deseas asignarle datos.
  2. Haz clic en el botón "+" en la esquina superior derecha del panel de datos de tu figura para agregar un nuevo campo de datos de figura.
  3. En la columna "Etiqueta", ingresa un título para el campo.
  4. In the "Value" column, link the field to a cell in your data set by typing "=" and then the reference to the cell, e.g. "A2" or "B4." Hit your "Enter" key and the reference will be replaced by the value from the referenced cell.

    manually_adding_a_reference.gif

Ahora tus datos deberán estar asociados a tu figura. Sabrás que los datos fueron asignados de forma exitosa a una figura si estos aparecen en el panel de datos de la figura al seleccionar dicha figura.

After assigning data to a shape, you can save the linked shape to your custom shape library by right-clicking on the shape and then selecting "Add to Custom Shape Library" from the menu that appears. If you have more than one saved library, you can go on to select which one to add your shape to.

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You can also assign data to an entire page of your document. To do so, select a row or cell and drag it up to the data panel.

assign_page_data.gif

Nota: Si creas una página nueva dentro de tu documento, los datos no se asignarán a esa página, a menos que repitas este proceso.

Después de que hayas asignado datos a una figura, podrás obtener dichos datos, haciendo que tu figura los muestre por medio del comando {{this.Label}}. Por ejemplo, si quisiera obtener la información en la celda A6 de mi conjunto de datos, escribiría {{this.Creature}} en la figura.

While {{this.Label}} returns the value associated with a label, {{this.Label.label}} returns the label. So while {{this.Creature}} returns "Wildcat," {{this.Creature.label}} returns "Creature."

data_wildcat_row.png call_data_not_yet_changed.png creature_wildcat.png

Para obtener datos que están asignados a una página de tu documento, usa los comandos {{page.Label}} o {{page.Label.label}}. Puedes escribir estas etiquetas en cualquier parte de tu página para hacer referencia a datos de página, incluidos aquellos dentro de figuras y cuadros de texto.

You can also insert a label or value as text into a selected shape by clicking the "+T" icon that appears next to a label or value when you hover over it in your shape data panel. If you click on this icon when a shape is not selected, a new text box with the corresponding text will appear on your canvas.

add_text_to_shape_or_to_canvas.gif

Nota: Como se mencionó anteriormente, los corchetes azules que aparecen alrededor del texto cuando pasas el cursor sobre una figura significan que dicha figura contiene datos dinámicos.

To edit the label or value of data in your data panel, simply click on the text and type over it.

edit_shape_data_text.png

To add a new field or delete or move an existing one, right-click on a label or value or click on the three dots that appear when you hover over it. Select your desired action from the window that appears.

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If you try to add data to a shape or page that already has data with the same label names, a dialogue will appear on your screen asking whether you want to replace the existing data with the new data or keep both sets of data assigned to the shape or page. If you choose the latter option, the label names of the new data will each be appended with a “2.”

keep_or_replace.png

If you add fill color to a cell, columnm, or row of data in your linked Google Sheet, the color will automatically display in your Lucidchart data set as well as in the data panel. If you do not see the color right away, click the refresh button to sync.Screen_Shot_2017-01-18_at_2.00.05_PM.png

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To display the fill color associated with a piece of your data on the canvas, click on the three dots that appear when you hover over a label or value box in the data panel. Scroll to the bottom of the drop-down menu that appears, and click on "Apply Imported Fill Color." Your fill color should appear on the selected shape, or on the background of your canvas if you are working with page data.

add_color_to_shape.gif

Cuando compartes con otros usuarios Lucidchart un diagrama vinculado, ellos tendrán acceso a la hoja de cálculo vinculada. Puedes evitar que tengan acceso borrando la hoja de cálculo vinculada de tu documento antes de compartirlo, siguiendo los pasos anteriores, bajo el encabezado "Administrar hojas de cálculo vinculadas". Cuando lo hagas, se conservarán los valores de datos y el texto insertado.

To export your linked data as a CSV file, go to “File” and then click “Download As.”

file_download_as.png

In the pop-up window that appears, select “CSV of Shape Data” as your format, and then hit “Download.” The exported data will include shape name, shape library, text fields, and data.

download_CSV.png

Una vez que tus datos se hayan vinculado con el diagrama, sigue estos pasos para crear gráficos a partir de tus datos vinculados.

  1. Open the data panel and click on the graph icon.

    graph_icon.png
  2. In the window that pops up, provide a title for your graph and then select your desired graph type. We currently offer line graphs and vertical bar graphs (column graphs).

    customize_graph_info.png
  3. In the "Value Range" section, enter the range in which your data appears. For example, if you had the following data and wanted to create a bar graph showing the demand for each store, you would enter the range B2:C4.

    example_data_sheet.png

    When you are done inputting your data range, Click "Next."
  4. In the next dialog page, you will be prompted to choose the columns or rows on which you want your x- and y-axis labels to appear. In the example below, to display the store names on the x-axis you would choose Column "A" for the x-axis labels. If you want to display ‘A’ and ‘B’ as your y-axis labels/legend labels for each bar, you would choose Row "1".

    choose_labels_for_your_graph.png

    Add subtitles to your axes (if you'd like) and click "Next".
  5. In the final page of the dialog box, you will be invited to adjust the axes scale and/or color scheme.

    add_scale_and_color_to_your_graph.png

    We will automatically choose a scale for your y-axis that best fits your data. However, if you would like to use a specific scale (say, 0 to 100), then you can enter it in here.

    We have three color themes for you to choose from:

    graph_color_options.png

    Once you’ve selected a color theme for your bars/lines, you can choose the primary color. This will be the color of the first line or bar in your graph.

  6. Click "Finish" and we will produce a graph for you!

    This graph acts just like any other Lucidchart shape. You can rotate it, change it’s background color, adjust its transparency, etc. Additionally, any changes to your attached data will automatically show up in the graph!


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