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Assigning Shape Layers from a List in Visio

A Visio user recently asked if it is possible to assign shapes to layers from a list. In his case, he has an Excel table which he has exported shapes and their text using Visio’s Shape Reports feature, to which he has added a column named Layer, and he wants to assign the shapes to these layers. In this article, I demonstrate how this can be done.

I decided to use my MVP Session Wheel diagram ( see http://blog.bvisual.net/2012/06/29/mvp-sessions-wheel/ ) for this example because it already has some layers assigned.

I created a new Shape Report called Presenter Shapes, where I filtered all shapes on the current page to those where the Presenter Shape Data row exists, and the Presenter actually has a value:

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Creating a Custom Org Chart Template with Extra Properties

A Visio user recently asked how to add a salary amount for an Org Chart person automatically, based on their selected Level. I thought it was a bit long to answer in the forum, so I have written my answer below. It demonstrates how you can have your own custom template that works with the Organization Chart add-on in Visio.

My approach to creating a custom template that still uses the Organization Chart Add-On is to create a new drawing from the built-in template, and then to add extra properties to it.

First, select Show Document Stencil to view all of the local copies of the built-in master shapes. If they are not there, then simply drag and drop them from the built-in stencil on to the first page, and then delete the shapes on the page. This will not delete the local copies of the masters.

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Adding the Sixth Legend Icon in Visio 2010

In my previous two articles, I described how to have 6 icons in a Data Graphic Icon Set, and provided some VBA code to make your own icons sets from existing Visio shapes or images. One thing that I overlooked was the Insert Legend command in Visio 2010, because it does not add the sixth icon automatically, so this blog describes how to add it. As a side effect, the code also enables the legend labels of icon and CBV (Color By Value) items to be edited.

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When you use the Insert Legend command, it examines the Data Graphics used on the active page, to create legends for each Icon Set or Color By Value settings that it finds. Closer examination of the legend shapes, shows that an instance of the Icon Set master shape is added for each of the icons found.

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Make Your Own Visio Data Graphic Icons Sets … automatically

In my last post, I showed how you can actually have up to six icons in a Visio Data Graphics Icon Set ( see http://davidjpp.wordpress.com/2012/04/11/how-to-have-six-icons-in-a-visio-data-graphic-icon-set/ ), and I finished by saying that I would now show how to create new icon sets from existing shapes … automatically. In fact, I will show you how to do it with existing SmartShapes or with images.

I was asked to make KPI icons from six weather images:

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Changing Embedded Visio Report Column Headers

Most Visio users should know that there is a built-in basic report writer. I use it often, but I do get frustrated sometimes. I wrote a chapter about it in my 2007 book (see https://bvisual.net/resources/visualizing-information-with-microsoft-visio/ ), where I explained how you can edit the XML of an external report to change the column headers, but this can be a bit of a pain if the report is embedded in you document. Therefore, I have written some VBA code to provide the ability to edit embedded report column headers.

For example, here is a standard report for equipment within a rack:

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Which field is that cow in?

I reader of one of my earlier posts, Copy Data from one Shape to Another ( see http://davidjpp.wordpress.com/2009/02/02/copying-data-from-one-shape-to-another/ ) asked how a cow can inherit the field number of from the field that it in. I think that this is just an example of how you can automatically update any Shape Data value from an underlying container, but I will use a cow in a field example anyway. This example uses VBA code, but should be good to use in any version of Visio since Visio 2000.

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