Work with Microsoft Excel

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The Microsoft Excel Linker allows you to create topics with spreadsheets or charts that are linked to data in Microsoft Excel.

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You can include a range of data from an Excel worksheet as an object on a map topic. A link is maintained to the Excel worksheet: any changes made to the data in Excel will be reflected in MindManager. This data can only be edited in Excel. When you begin editing the data in MindManager, Excel opens so you can edit the data there.

You can use the MindManager spreadsheet charting feature to create a chart from the data. You can also choose to show or hide the data on the map.

You can break the link to the Excel data so that the MindManager spreadsheet is independent of Excel. The data then becomes normal spreadsheet data and can be edited in MindManager.

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Link to Excel data

Your map can include topics that link to and display Excel data. You can establish the link to the data from either MindManager or Excel.

Link topics to Excel data from Excel

  1. Highlight a range in the Excel worksheet.

  2. Click the Send to MindManager Map   button on the Excel ribbon.

If MindManager is open a new topic is added to the current map as either a main topic (nothing selected) or as a subtopic of the currently selected topic. The new topic contains the worksheet data.

If MindManager is not open, it opens and begins a new map with a main topic that contains the worksheet data.

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Link topics to Excel data from MindManager

  1. Optional Select a topic. A new subtopic will be created with the data.

  2. Do one of the following:

    On the Advanced tab, in the Topic Data group, click Excel Range.

    OR Click the Map Parts task pane tab
    .
    In the Map Parts task pane, under Map Parts, click Microsoft Excel Linker, then drag the Range map part to the map.
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  1. If Excel is not open it will start and prompt you to open a worksheet. Otherwise, it displays the current worksheet.

  2. You will be prompted to highlight a data range in Excel. Highlight the range and click OK.
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  1. Switch back to MindManager. You'll see the Excel data included as a spreadsheet on a new topic.
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  1. You can close Excel at any time. You will be prompted to save the worksheet to save the MindManager links.

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View and modify the data

Resize the spreadsheet

Initially, you may only see a portion of your data. To see all the data, you can resize the spreadsheet.

  1. Select the topic then click again to select the spreadsheet.

  2. Use the corner handles to resize the data area.

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Modify the selected range

  1. Right-click the topic's Microsoft Excel icon.

  2. Click Update Microsoft Excel Range.

  3. Excel will open and prompt you for the new range.

Edit the worksheet data

When you link to worksheet data in Excel, you can edit the data in one of the following ways.

Edit the worksheet directly in Excel, then update the data in MindManager

  1. Open and edit the worksheet as you normally would in Excel, and save it.

  2. In MindManager, right-click the Excel topic and click Refresh.

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Start the editing process from within MindManager.

  1. Double-click on the spreadsheet on the topic.

  2. The spreadsheet will open in Excel. Switch to Excel and edit the data, then save the worksheet.

  3. In MindManager, right-click the Excel topic and click Refresh.

View the data as a chart

  1. Right-click on the Excel topic icon and click Chart View.

  2. Highlight the data range for the chart in the topic spreadsheet.

Change the look of the chart

Some options can be set directly using the Chart toolbar buttons, or, right-click on the chart and select Properties for the full set of options.

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Disconnect the topic from Excel

You can disconnect the map spreadsheet from Excel - this breaks the link but the data remains in the map as a MindManager spreadsheet. Changes to the data in MindManager will no longer affect the Excel spreadsheet and vice-versa.

  1. Right- click the Microsoft Excel icon on the topic.

  2. Click Disconnect from Microsoft Excel.

The data is retained in the map as a spreadsheet.

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