bVisual

bVisual Blog by David Parker

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From Seattle to Orlando in 21 years

I was going through my wardrobe the other day, and found my speaker shirt from the Visio Solutions Conference in 1997. This was the first time that I spoke about my use of Visio in the workplace. Back then I was automatically creating dealer desk layouts from a Sybase database for a major bank in London. Next week, I will be at MS Ignite in Orlando, demonstrating how Visio and PowerBI can provide a searchable, updatable dashboard of a data center. If you are there, then I would be delighted to meet you.

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Temporary Fix for Data Refresh in Visio Click-2-Run

Visio is an enormous application with literally millions of lines of code, so it is inevitable that bugs creep in for time to time, and can lay dormant .. until you really need it! Such an incident happened to me during a project for a large organisation where the latest and greatest build and versions are held up by the internal IT departments until they are sure that there is absolutely nothing hidden inside. In this project, I was given a laptop with Visio Pro for Office 365 to work with … not a problem, even though that moniker already told me that this was a seriously out of date edition, since it has been called Visio Online Plan 2 for quite a while. Anyway, I developed a solution that relies heavily on linked SharePoint lists and document libraries, using a view. The automatic name of these views are very verbose, so I consistently renamed them. Also, I had the same SharePoint Document library view linked more than once, so that I could link multiple rows to shapes, so renaming was, and is, absolutely essential. Several weeks went by, and my solution was working fine, until one day last week, my colleague told me that the Data / Refresh All was failing for him, and for other users. A review of his laptop showed that his Visio version had been updated to build 1708 from 1609 and the refresh was reverting the carefully renamed data recordsets back to the underlying SharePoint view name. My own personal laptop, not the client’s, is at build number 1808, so I will get the real fix from Microsoft soon via the normal channel updates for Click-to-Run.

DataRefreshNameError
Data Refresh Name Error
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Using SharePoint Links and Hyperlinks in Visio

A current project of mine has caused me to look more closely at the use of links and hyperlinks in “modern” SharePoint Online libraries. Every “modern” SharePoint Online library gets the option to create a new Link in addition to any other content types. They are InternetShortcut files with a .url extension. Only the filename is easily editable once created because the target url is within the file, and no editor is provided. However, it does provide a method to create a repository of approved urls. The alternative approach is to create a column of Hyperlink type, which can be edited easily. This article looks at the implications of each when used in SharePoint Online and used within an external data recordset in Visio, with the intention of providing shapes with hyperlinks.


The video above shows how a Link is created in SharePoint Online, whilst the video below shows how a Hyperlink can be created (and edited).

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Enhancing the Built-In Containers in Visio

The concept of Structured Diagrams was introduced in Visio 2010 to provide core functionality for a variety of the templates in Visio, such as the Cross-Functional Flowchart, BPMN Diagram and Wireframe Diagram. This is primarily evident as Containers, Lists and Callouts and they can be customized (see Custom Containers, List and Callouts ), as shown in some of my previous articles ( see https://blog.bvisual.net/?s=container). One example of this extension can be found in all of the flowchart shapes that placed into a swimlane in a cross-functional flowchart. They have a Shape Data row, Function, that automatically inherits the text entered into the header of the swimlane. In another example, a Visio user can use Insert / Diagram Parts / Container to visually group other shapes together, and update the header text of the container. Well, I often do want my custom shapes to inherit the text of a container, so, in this article, I show how the built-in containers can be enhanced to provide this ability.

InheritingContainerText

You should be aware that I often exploit the fact that Visio creates a local copy of each master shape that it uses within a document. This can be modified and set to match master by name on drop, to ensure that it is the one to use, even if the original Microsoft provided version is used. In this case, I use this trick to create hidden, enhanced versions of the containers that are available in the gallery of containers. Microsoft also do this with the Dynamic connector shape in a number of their own templates.
If you examine the Function Shape Data row of any of the flowchart shapes, then you will find the formula:

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Really Snapping to Grids in Visio

Visio has the ability to refine the options for snapping shapes to just grids, but this does not necessarily mean that shapes will automatically position themselves on a grid, or that the size is a multiple of a grid. What if you want some shapes to always be positioned on a fixed grid, and the width and height to always be a multiple on the horizontal and vertical grids respectively? What if you want the grid to start at the top left rather then the default bottom left? Fortunately, the ShapeSheet of the page and shapes can provide this ability, without the need for any external code.


You can set the page to have Fixed horizontal and vertical grids, each with different minimum spacing, if necessary. You can set the grid and ruler origins using the Ruler & Grid dialog, but it will be always relative to the bottom left corner of the page. So this can be a problem if you change the print margins or the page size, if you really want the grid origin to remain in another position, like top left.
You can just leave the Grid for snapping, and even change its strength to Strong, and even enter a larger number manually. This can help with snapping to the grids, but it is not enforced to be exclusive to the grids.

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Using EVALCELL() in Visio to calculate Workdays

I recently agreed to calculate the number of workdays between two dates in Visio, without realising how difficult it is. Excel users are lucky because it has the NETWORKDAYS() function, but Visio users are not so fortunate. However, Visio does have the EVALCELL function which can be extremely useful in cases like this. I got the inspiration from one of the answers in StackOverflow for a SQL user who also needed a solution.

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