Vinculando diagramas do Lucidchart aos dados da planilha

Com nosso recurso de vincular dados, você pode vincular diagramas do Lucidchart a dados em tempo real localizados no Google Planilhas. Os dados das formas serão atualizados automaticamente à medida que forem feitas alterações no Google Planilhas, permitindo visualizar seus processos em tempo real.

Este recurso de vincular dados está disponível somente para contas Pro, Equipe e Empresa. Para fazer o upgrade, visite nossa página de preços ou entre em contato com a nossa equipe de vendas.

  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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Você pode facilmente vincular uma nova planilha ao seu documento ao clicar no botão “+ Conjunto de dados”.

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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Agora que seu conjunto de dados está vinculado ao seu documento, você pode atribuir partes dele a formas no Lucidchart. Há três maneiras diferentes para tal.

Opção 1

  1. Arraste uma nova forma para a tela de desenho OU selecione a forma existente à qual você gostaria de atribuir dados.
  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

Opção 2

  1. Arraste uma linha ou célula de seu conjunto de dados e solte a forma de marcador de posição em qualquer lugar da tela de desenho.
  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.

Opção 3

  1. Selecione a forma à qual você gostaria de atribuir dados.
  2. Clique no botão “+” no canto superior direito de seu painel de dados da forma para adicionar um novo campo de dados de formas.
  3. Na coluna “Rótulo”, digite um título para o 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

Seus dados agora devem estar vinculados à sua forma! Você saberá que os dados foram atribuídos à uma forma corretamente se eles aparecerem no painel de dados da forma quando você seleciona a forma.

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

Obs.: se você criar uma nova página dentro do seu documento, os dados não serão atribuídos a essa página a menos que você repita o processo.

Depois de atribuir dados a uma forma, você pode chamar os dados, fazendo com que sua forma os exiba, usando o comando {{this.Label}}. Por exemplo, para chamar a informação encontrada na célula A6 do meu conjunto de dados, digite {{this.Creature}} na forma.

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 chamar dados atribuídos a uma página do seu documento, use os comandos {{page.Label}} ou {{page.Label.label}}. Você pode digitar esses rótulos em qualquer lugar da sua página para referenciar dados da página, incluindo dentro de formas e caixas 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

Obs.: como mencionado anteriormente, os colchetes azuis que aparecem ao redor do texto quando você passa o mouse sobre uma forma significam que a forma contém dados dinâmicos.

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

Quando compartilhar um diagrama vinculado com outros usuários do Lucidchart, eles terão acesso à planilha de dados vinculados. Você pode impedir que tenham esse acesso ao excluir a planilha vinculada do seu documento antes de compartilhar. Siga os passos acima, sob o título “Gerenciar planilhas vinculadas”. Ao realizar isso, seus valores de dados e texto inserido serão preservados.

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

Depois que os dados são vinculados ao seu diagrama, siga estes passos para criar gráficos a partir dos dados 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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