Think Bigger From EdrawMax User Guide

Import Data to Create a Chart

Instead of starting with random shapes or manually creating all elements, EdrawMax allows you to import data directly and generate a chart of that data. Follow the steps below to create a chart using imported data.

Step ❷ 

• From the Home Page, tap the Create blank drawing to start with a fresh canvas.

EdrawMax home screen

Step ❸ 

• Once the new blank file is open, tap the menu icon (three horizontal lines) on the top left of the canvas.

EdrawMax file menu icon

Step ❹ 

• From the dropdown menu, tap on File to access file-related options.

EdrawMax file dropdown

Step ❺ 

• In the File menu, tap Import Data to begin the data import process.

EdrawMax import data option

Step ❻ 

• On the Import Data pop up, select the OrgChart format to create a chart from structured table data.

EdrawMax import org chart format

Step ❼ 

• Tap the Browse button to select and upload your data file.
• The file should be in one of the following formats: .xlsx, .xls, .csv, or .txt.
• You can also download a sample file to check the structure.

EdrawMax import data file

Step ❽ 

• Once you tap Browse, your device’s file manager will open.
• Locate and select the data file you want to import (e.g., .xlsx, .csv, etc.).

EdrawMax file manager selecting org chart data

Step ❾ 

• After selecting the file, it will appear in the import field.
• Tap the Next button to proceed to the mapping screen.

EdrawMax uploading file

Step ❿ 

• Use the dropdown menus to map each data field correctly:
• Assign the correct column to Full Name/First Name
• Map Last Name, Report To, and Is Assistant accordingly
• Ensure the Report To field correctly reflects the supervisor or manager's name or ID.

EdrawMax map fields for chart import

Step ⓫ 

• Fill in the necessary fields for your org chart setup like “Full Name,” “Title,” and “Manager.”
• Once done, tap the Next button at the bottom.

EdrawMax import setup

Step ⓬ 

• Now you'll see a list of columns from your data.
• Tick the ones you want to include in the diagram.
• Make sure they are matched correctly with EdrawMax's columns.

EdrawMax data columns matching

Step ⓭ 

• After confirming your selections, tap the Done button to generate your diagram.

EdrawMax complete data import

Step ⓮ 

• Once your data is processed, EdrawMax will automatically generate a complete organizational chart based on your imported information.

EdrawMax auto-generated org chart

Manage Data

Accurate data drives smarter decisions. In EdrawMax you can manage data within charts and diagrams for better control and accuracy. You can also edit, update, sort, or delete data entries directly in the built-in data editor. Follow the steps below to manage your data efficiently and keep your visuals up to date.

Step ❷ 

• From the left sidebar, tap Home Page.
• Then tap Create blank drawing from the options.

EdrawMax create blank drawing option

Step ❸ 

• After the blank canvas opens, tap the three-bar menu icon at the top left to manage settings and data options.

EdrawMax blank canvas and menu icon

Step ❹ 

• Tap the menu icon on the top left.
• From the dropdown, select Insert.

EdrawMax insert option from top menu

Step ❺ 

• From the Insert menu, choose Chart to bring up available chart types.

EdrawMax insert chart option

Step ❻ 

• In the Insert Chart window, select chart type from the list and tap OK.

EdrawMax insert chart window with

Step ❼ 

• After selecting the chart type, tap the OK button to insert the chart into your canvas.

EdrawMax insert chart confirm by tapping ok

Step ❽ 

• Your chart will now appear on the drawing canvas with sample data.

EdrawMax chart with example data displayed on canvas

Step ❾ 

• To edit the chart’s data, tap on the chart to select it, then tap Manage Data from the top toolbar.

EdrawMax manage data option

Step ❿ 

• To import your own data into the chart, tap the Import button located above the data table.

EdrawMax import chart data option

Step ⓫ 

• Browse your device’s storage (e.g., On My iPad) and select the file that contains the data you want to use.

EdrawMax file picker interface

Step ⓬ 

• After importing, the chart will update automatically to reflect your data.

EdrawMax chart updated with imported custom data

Analyze Chart with AI

Not sure what your chart is saying? Let EdrawMax’s AI help. With built-in analysis tools, you can automatically interpret your chart’s data, detect patterns, and understand trends. Use the steps below to activate AI analysis and gain quick, data-backed insights.

Step ❷ 

• Go to the Recent tab on the homepage and select your saved chart, such as an Organizational Chart.

EdrawMax recent section

Step ❸ 

• Your chart will open in the editing area, select all its components.

organizational chart fully displayed on canvas

Step ❹ 

• Tap on the chart to activate it, then tap AI Assist in the top toolbar to begin analysis.

EdrawMax ai aasist option

Step ❺ 

• Tap the chart, then select AI Assist > Organization Analysis from the dropdown options.

EdrawMax ai assist dropdown showing

Step ❻ 

• The AI will provide an overview of the chart, highlighting key roles, hierarchy, and insights directly in a sidebar.

EdrawMax ai sidebar showing analysis

Change Chart Type

Presenting data effectively often means choosing the right chart type. EdrawMax lets you change chart types in just a few taps to better suit your message or audience. Use the following steps to explore and apply different chart formats to enhance clarity and impact.

Step ❷ 

• From the Recent tab, open an existing chart, like a Column Chart to start editing its type.

EdrawMax recent chart files

Step ❷ 

• Your selected column chart will appear on the canvas, ready for editing.

column chart displayed on edrawmax canvas

Step ❸ 

• Tap on the chart, then select the Type icon from the chart toolbar at the top.

EdrawMax chart toolbar

Step ❹ 

• From the dropdown, select your preferred chart style.
• In this case, a Bar Chart is selected.

EdrawMax chart style menu

Step ❺ 

• The column chart is now converted into a bar chart, instantly updating the visualization format.

EdrawMax converted bar chart