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Using SharePoint Calendars with Visio Timelines

Linked Timelines

I was recently asked if it is possible to use SharePoint calendars with Visio Timeline Shapes automatically. My first reaction was “not without code”, but a closer inspection reveals that you can use Visio 2007 Professional Link Data to Shapes quite easily….

Firstly, I found the WSS Demo site http://www.wssdemo.com/application/default.aspx to be useful. [This is no longer available]

In Visio 2007 Professional, you can use Data / Link Data to Shapes … to get data from Microsoft Windows SharePoint Services:

Then enter http://www.WSSDemo.com (or your own) as the Site.

And login of course, in this case the password is pass@word1.

Then select the Calendar list:

Now, you need to rename the Title, Start Time and End Time columns by selecting Column Settings …  on the right mouse menu of the External Data window…

.. to Task Name, Start and Finish .  This is important, because this will be used to match the values from the calendar to the shape properties.

Drag and drop a Timeline shape, and set the Start and Finish to your requirements….

Then, select an Interval shape in the stencil, and drag a row from the External Data window, and drop it on the page (not over the Timeline itself). The Configure Interval dialogue will popup, which you can just OK.

In addition to the three columns that we previously mapped, all of the other columns will be automatically added as extra Shape Data rows on each shape.

Of course, you can use Milestones or Intervals….

Q.E.D.

Post script:

The sample data happens to include hyperlinks as text, but you can ensure that Visio interprets them as real hyperlinks by checking the Hyperlink box on the Types and Units dialogue opened from the Data Type… button on the Column Settings dialogue.

You will then get hyperlinks on your shapes!  And you can have multiple ones per shape!

Ye gads … Visio is cool!

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