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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.

personphotosbydata


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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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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Data Centre Racks in Visio in PowerBI

I have often diagrammed rack and cabinet layouts and elevations using Visio linked to a database or Excel tables. There is a Rack Diagram template in Visio which is great for manually creating cabinet elevations manually, but there is nothing currently out of the box to automate this process, so it can be a laborious task unless you have some custom code. It is quite simple to draw a computer room layout of the racks and cabinets and to link each one to a row of data. In this article, I have a table of rack equipment in Excel, and used PowerQuery in PowerBI to summarize these rows for each data center, rack and U height position, since there are sometimes more than one item of equipment per U height. In this example, I have color coded the criticality of each equipment such that the most important display as red, and the least important as green. This means that a PowerBI user can quickly see where the critical racks, U heights and equipment are. Of course, I could have used any metric, such as power consumption, heat output or humidity, for the colour-coding. It all depends on the data available, and the audience for the report.

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Visio in PowerBI for viewing personnel hierarchies and locations

My last article, Aliasing Data Columns for #Visio Organization Chart Wizard , mentioned the slight anomalies in the default Shape Data rows for the Organization Chart shapes and the Resources / Person shape. This prompted me to create an alternative view of the same data that can be linked to the Person shapes on a floor plan, and then to use the preview Visio Custom Visual in Power BI to display both views of personnel synchronised by the same data. This demonstrates how easy it is to create an effective dashboard for locating personnel locations and their position within an organisational hierarchy at the same time!

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Aliasing Data Columns for Visio Organization Chart Wizard

One of the most frequently used components of Visio is the Organization Chart Wizard (OrgChWiz), but it is also one of the most frustrating because of its apparent inflexibility. I was recently asked how to use different table column names with the wizard because the originating ODBC source could not be touched. Well, I have previously used Access to modify and enhance tables in this situation, but the OrgChWiz is quite old, and does not like using the newer Access queries as a data source unfortunately. If the basic table column names do not match the default column names in the organization chart shapes, then there may be superfluous Shape Data rows created on each shape and the ability to change the shape style is compromised, and the Shape Data rows get quite confused!


The Organization Chart template opens with the Belts – Organization Chart Shapes stencil open by default, although the Master shapes used can be replaced with those on one of the other nine using the Org Chart / Shapes gallery:

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Cyber Monday giveaway free Visio Chess

Earlier today, I gave away checkers for Visio (see Cyber Monday free #Visio Checkers! ) , and now this article completes my Cyber Monday freebies with a downloadable chess set for Visio!


This version of the chess/checker board requires connection points (Type = 2 – Inward/Outward) on each of the 64 squares, an, as before, I have styled the pieces with Bevel and Shadow. However, this time I have used my own tool for converting the XAML from Syncfusion’s Metro Studio library into true Visio shapes. This library is great ( see Metro Studio ) but it does not create true Visio shapes. In addition, I have enabled many different configuration options within Visio, such as background shape choice.

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