How to Create a Data Flow Diagram in Excel
For a business, it’s important to understand the flow of data in its information system. This article will tell you how to create data flow diagrams in Excel if you don’t know any professional diagram maker. Then we will share a powerful and easy-to-use diagramming tool called EdrawMax, which is more efficient and productive than Excel in creating data flow diagrams.
How to Create a Data Flow Diagram in Excel
What is A Data Flow Diagram?
A data flow diagram (DFD) shows viewers the flow of the information through a process or a system. DFDs are set to use standardized symbols and notation to stand for data inputs, data outputs, data storage and data flows.
DFDs are usually divided into logical DFDs and physical DFDs. The logical data flow diagram is used to describe what happens in the flow to perform certain functions of a business. The physical data flow diagram describes the implementation of the data flow in the system.
Data flow diagrams can be categorized by levels. DFD levels are numbered 0, 1, 2, and sometimes increase to level 3 or above if the data flow diagram is extremely complex and detailed. The level 0 DFD is also called a context diagram, which is the most basic data flow diagram.
5 Steps of Creating A DFD in Excel
a. Find a suitable template
As there is no available data flow diagram template in Excel, you need to build the diagram by using the basic shapes in the program.
- Rectangles representing the External Entities, which are the sources or terminations of data.
- Circles representing the Processes, which are the activities that changes or transforms the data flow.
- Open-ended rectangles representing the Data Stores.
- Arrows representing the Data Flows.
If you don’t know a lot about how to draw data flow diagrams from scratch, you can find a DFD template on the Internet and then build your own data flow diagram by imitating the template.
b. Add shapes
Go to Insert tab, click Shape, choose the corresponding shapes in the drop-down list and add them onto the worksheet.
Before that, you can go to View tab, find Gridlines option and remove the checkmark so that the whole worksheet will become a blank drawing page. It will be easy and convenient to see the overall effect of the diagram.
The one-side and two-side open-ended rectangles are not the pre-made shapes in Excel, so you have to create them by yourself. Here is the made basic structure of the example DFD.
c. Add lines
After adding shapes to build the main structure of the data flow diagram, you need to add connector lines to indicate the relationships between these shapes.
Find the shape gallery in Insert tab or Format tab, click Arrow symbol to add lines into the diagram.
d. Add text
To add text on the data flow diagram, there are 2 different ways:
To add text on the shapes, you can click the shapes and type text on them directly.
To add text on the lines, you need to insert text boxes on the lines and then type text in the text boxes.
e. Format a DFD
Once you make a basic data flow diagram, you can format the shapes, text and connector lines with the format options in Excel.
The format options lie in the Format tab. The Shape Styles option is for changing the shape styles, like shape fill, shape outline colors and shape effects. The WordArt Styles option is for changing text styles, including text fill, text outline colors and text effects.
How to Create a Data Flow Diagram in EdrawMax
Making a data flow diagram in Excel with the four basic symbols needs you to spend much more time in building the main structure if the level of the diagram is more than 1. It also requires a lot of additional steps to finish the complete diagram.
Compared with that, the professional diagram creator -- EdrawMax -- will give you great help. No more need to consume extra time in doing preparation and with plentiful pre-made templates and various symbols for different diagrams, EdrawMax can help you create data flow diagrams with less effort and better quality.
The steps of creating a data flow diagram in EdrawMax:
- Enable EdrawMax and select a desired data flow diagram template in the Flowchart gallery.
- Double-click the template to enter into the drawing interface and you will see the symbol library will pop up on the left side so that you can select anything that you need and add it into the diagram.
- Modify and customize the template to create your own DFD with easy-to-use drawing tools and abundant symbols.
- Save and export the data flow diagram in excel format or other common file types.
How to Save an EdrawMax diagram as Excel File
When you finish making a data flow diagram in EdrawMax, you can choose to save or export the EdrawMax document in Excel format.
Go to File tab, click Export > Export to Excel, and the system will automatically save and download the created data flow diagram as an Excel file. You can get a data flow diagram in Excel format. All the Microsoft Office files exported from EdrawMax are editable.
Besides, you can also export the finished EdrawMax diagrams in many other common file types, such as graphics, PDF, PowerPoint, Word, HTML and SVG. It will be much more convenient for you to share and transmit your designs and diagrams with colleagues and friends if they don’t use EdrawMax.