Links between Visio and Excel... copying files / templating - Microsoft Community

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please advise on best method distributing linked pair of documents (visio , excel) template use in our office.

i have tried following:

  1. linking 2 documents - links broken when files moved, renamed, or 'saved as.'
  2. embedding spreadsheet visio , linking embedded worksheet - links updated sporadically.  have not found way force.
  3. creating visio template including linked, embedded excel worksheet - templating works, same issue above
  4. creating smart shapes in visio replace excel links, , linking cells shape fields - not seem work using embedded documents

please advise.

hi chris,

can insert excel workbook visio object:
in visio, click "insert" > "object" > "microsoft excel worksheet" > "create file" > "browse".
go "file" > "save as" > choose .vstx in "save type".

regards,
james


Office / Visio / Windows 10 / Office 365 for business



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