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Replacing Images in Visio Shapes by Changing Data

I wrote an article last year about Swapping Images in a #Visio Shape manually, but I want to be able to do this whenever a Shape Data value changes. This is because I use I invariably use shapes linked to data. I also want to be able to have multiple images within a single grouped shape, and all of them changing when their referenced Shape Data values change. I believe that this will be more adaptable for a lot of scenarios than trying to repurpose Data Graphic Icon Sets ( see  Make Your Own Visio Data Graphic Icons Sets … automatically). I also discovered that the Shape.ChangePicture(…) function can just as easily work with urls as it can with network file paths, so even more possibilities are opened up! For example, the Visio Online JavaScript API has the ability to overlay an image (see ShapeView.addOverlay(…)).
So, I have created some macros to provide quick and easy selection, positioning and updating of images within a group shape.

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I decided to present this article with VBA code rather than my preferred C# so that a stencil could be downloaded to provide instant usability, rather than having to install an add-in. It can be download from Image Utils.vssm, and should then be placed in to My Shapes folder, so that it becomes available to open in Visio. When it is opened, then the macros will need to be enabled.
There are just five public macros:

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Formatting Shape Data in Visio

One of the best aspects of Visio is the ability of shapes to hold data, and the easiest way to do this is to define rows of Shape Data. Each row can be defined as holding one of eight different types, and most of these can have their values formatted for display. In this article I discuss the formatting of these values, using either ShapeSheet functions or automation methods. The driver for this is my on-going frustration with the Microsoft provided standard Shape Data window because of its shortcomings … for example, its lack of multi-line support even though it can hold 64k characters in each row, and its lack of a time control, even though it can store dates and time.

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Updating the file path of data linked Excel tables in Visio

Link Data to Shapes in Visio (not the Standard edition though) is great for visualizing information, and I often use a multi-worksheet Excel workbook that I create locally, and then wish to re-link to a copy of the workbook elsewhere, or even in Office365. This is a simple task if there are only one or two Excel tables involved, but can become tedious when there are many. So, this blog is presents an semi-automated method of achieving this.

Firstly I have an Excel workbook that I have many worksheets with tables of data on them. I named each worksheet, and used the Format As Table command on each.

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Getting the Name of Glued Connection Points

A Visio developer asked me if it is possible to get the name of connection points that a connector is glued to in Visio. Well, it is not possible directly from the ShapeSheet, but is easy if you use a little code.

First of all, I created a simple Block shape with 3 named connection points on either side of it. I added a little text to the block to display the shape name, and to remind me where the named connection points are.

 

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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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