Lucidchart currently offers three types of conditional formatting: Now that your roadmap is connected to a spreadsheet, you can set rules that will read your data and trigger visual indicators of the product development stage and project status. Apply conditional formatting to see development stage and project status
Product Roadmap Example (Click on image to modify online)ģ. See how data linking works in the following product roadmap example. If you connected your roadmap to an Excel spreadsheet or CSV, you will need to replace the dataset as you make adjustments (there is not an automatic update option). To replace the dataset, click Data > Manage Data and follow the prompts to reimport your dataset.Ĭongratulations! You’ve just created a powerful, data-driven roadmap! Now let’s add more powerful visualizations by creating conditional formatting rules. To change your update settings, click Data > Manage Refresh and select how often you would like your diagram to be updated. You have the option to change this setting to either automatically update every 30 seconds, manually update when you trigger a refresh in the data panel, or never refresh (until you update the setting). If your diagram is connected to a Google Sheet, the data in your product roadmap will automatically update when you make changes to your spreadsheet. Will my product roadmap automatically update when I make changes to the spreadsheet?
This tutorial will show you how to link data to your product roadmap. If you are starting from scratch, connect your roadmap to live data in Google Sheets or data from a CSV file. Once you’ve imported your data, drag and drop a new row of data onto selected epics, stories, or initiatives and click “Replace data.”.Follow the prompts to select a Google Sheet, Excel spreadsheet, or CSV.Click the “Data” in the Dock on the right side of the editor.To replace the currently linked data, follow these simple instructions: If you are starting from a template, the next step to building your product roadmap is to customize the data in the template that you have chosen or replace the dataset with one of your own. Connecting data will help you to fill in feature names, development stages, statuses for major projects, and more.
Once you’ve customized your roadmap template, you’re ready to add data. Connect your product roadmap to live data Jump into Lucidchart and explore templates to help you jumpstart your diagrams, processes, and roadmaps. Templates are fully customizable and will give you the head start you need to link your data to your roadmap. Each template has a description and additional resources on the right side of the diagram.
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