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Linking Data to Visio Shapes in Code

One of the most useful capabilities of Visio Professional and Visio Plan 2 is to link external data to shapes and have them refreshed by changes in the data source. So, many of my solutions involve writing code to make these links, and they are covered with some VBA examples in my book, Mastering Data Visualization with Microsoft Visio Professional 2016, but I mostly write C# code in VSTO add-ins, so I thought it would be useful to demonstrate how easy it is to create data links by dropping a shape, and by adding links to an existing shape. The book, by the way, is still relevant for the current Visio Professional and Visio Plan 2 editions!

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A Visio List Shape is also a Container

Structured diagrams have been around in Microsoft Visio since 2010 and I have always known that list shapes are a specialized container shape, however it still came as a surprise to me recently that a list shape can simultaneously act as a container shape!

There are a few examples of both container and list shapes in the Microsoft provided content in all versions of Visio desktop, and even in the subscription Visio for web. The most popular of these is the Cross-Functional Flowchart template which contains container shapes (the Swimlane and Separator shapes) within list shapes (Swimlane List and Phase List), which are within another container shape (CFF Container).

In Visio desktop, the Insert / Diagram Parts / Container allows you to choose from a number of pre-built container shapes. There is no button to insert a list shape, but you can create your own or easily modify one of the pre-built ones to behave as a list shape.

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Adding Macro Ribbon Buttons to Visio Documents from a Stencil

I wrote a post a few years ago entitled How to Run VBA Macros from a Ribbon Button in Visio 2010, and was recently asked how to add the custom buttons to an existing tab. Well, it got me thinking that I don’t really like having any VBA code in my Visio diagram documents, so I thought I would explain how all the code can be in a macro-enabled stencil so that it can be used with many different diagram documents. It turned out to be a very easy modification….

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Two Quote or Not Two Quote …

… that is the question!

I have known for some time that it is safer to copy and paste code from the web into Notepad or similar, before copying and pasting that into my own code. It is not only new line characters that can be different but also the double-quotes. I recently noticed this when I was writing my series on Visio ShapeSheet Functions A-Z because I make copious use of the EVALTEXT(…) function, so I investigated further and found that there are different double-quotes used when typing text into a Visio shape or typing into a Visio ShapeSheet cell!

  • Text fails to evaluate with smart double-quotes
  • Three versions of double-quote
  • Evaluating the CHAR(…) function
  • Text evaluates with straight double-quotes
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Viewing Visio Document Changes in Git

Developing a Visio solution usually involves both .Net code and Visio ShapeSheet formulas. Good practice dictates that the source code is saved into a code repository, such as Git, where changes can be committed and commented. Visual Studio 2019 now includes native Git support, and can be linked to Azure DevOps easily. The code can be viewed by others and the changes made by commits can be reviewed. This is tried and tested for the .Net code, but any changes made to a Visio template, stencil or drawing document is a black box. If the Visio document is included in the Git project, then all that is visible is the fact that the file has been changed, but the detail of the actual changes are unknown. There may be some comments with the commit, but that is not a precise definition. So, what if there was a way to easily spot the changes?

  • Make a small change to a Visio master
  • It registers as a change in Git
  • Cannot see what actually changed in DevOps
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