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.
[Read more…] about Updating the file path of data linked Excel tables in VisioGetting 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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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.
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.