Create a Visio Export
In Group Structure Visualisation, you can export group structure charts and sub-charts into Microsoft Visio diagram that you can download to your local drive.
Note
The Export as Visio diagram option is available to clients with a Professional or Enterprise package. Contact your Customer Success Manager to learn more.
With the option to export the chart into a Microsoft Visio diagram you can continue editing and customising the exported chart in Microsoft Visio as needed. For example, you can manually adjust the space between entity boxes for a better layout. You can also remove or add certain entities to plan future scenarios or to comply with regulatory requirements that you can't set up in Diligent Entities.
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Run a group structure and select Visualisation.
Refer to Run a group structure to learn more about how to run a group structure.
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(Optional) Manipulate the chart as required.
You can use filters, groups, define what information displays in the entity boxes and even what the boxes look like. Refer to the relevant topics to learn more.
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Select Export
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Select the Export as Visio diagram option.
The Export as Visio diagram dialogue displays.
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In the Export as Visio diagram dialogue, select the chart and sub-charts to be exported.
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Select any extra options to customise your export.
Option
Description
Include legend
If selected, a legend is included in the export.
Note
For chart text, which is also included in the legend area in the export, only bulleted lists and notes created as chart text are included in Visio exports. To learn more about chart text, refer to Add Text to Charts.
Complete legend for all sub-charts
Use this option in combination with Include legend to display all the legend entries defined for the sub-chart included in the exported file.
Fully expand structure
If selected, the group structure is fully expanded in the output even when it is not fully expanded on the screen. If not selected, the group structure is exported as seen on the screen, that is, only the routes expanded on screen are expanded.
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Select Export.
The Stored Charts panel displays where the export you just started is listed. A status bar displays to show the progress of the export. You can cancel the export using the x against the status bar.
A notification displays when the export finished. While the export is running, you can edit the chart without altering with the running export.
Working with group structure charts in Visio
If you want to edit the chart in Microsoft Visio, start with these steps:
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Select the entire chart and drag all the objects a little, then undo this action. As a result, Visio takes control of the layout routines of the connectors.
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The routing of the connectors in the chart is different from the way Visio routes the connectors. To fall back to Visio's auto-routing, select all objects again and reset all connectors using the right-click menu. Alternatively, you can reset the routing for a single connector by selecting just one connector.
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Clear the selection.
The result is a chart in which Visio found the most optimal path for connectors (according to Visio) and the chart can be edited manually from here on.
A number of extra connection points have been added to all of the entity boxes for your convenience. These can be used to connect up new lines or space out the old ones. To see them, enable connectors in Visio.
Find more guidance and a complete repository of user guides in the Help Center of Microsoft Visio.
