Office 365

Published on September 5, 2018 by David Parker

Temporary Fix for Data Refresh in Visio Click-2-Run

Visio is an enormous application with literally millions of lines of code, so it is inevitable that bugs creep in for time to time, and can lay dormant .. until you really need it! Such an incident happened to me during a project for a large organisation where the latest and greatest build and versions are held up by the internal IT departments until they are sure that there is absolutely nothing hidden inside. In this project, I was given a laptop with Visio Pro for Office 365 to work with … not a problem, even though that moniker already told me that this was a seriously out of date edition, since it has been called Visio Online Plan 2 for quite a while. Anyway, I developed a solution that relies heavily on linked SharePoint lists and document libraries, using a view. The automatic name of these views are very verbose, so I consistently renamed them. Also, I had the same SharePoint Document library view linked more than once, so that I could link multiple rows to shapes, so renaming was, and is, absolutely essential. Several weeks went by, and my solution was working fine, until one day last week, my colleague told me that the Data / Refresh All was failing for him, and for other users. A review of his laptop showed that his Visio version had been updated to build 1708 from 1609 and the refresh was reverting the carefully renamed data recordsets back to the underlying SharePoint view name. My own personal laptop, not the client’s, is at build number 1808, so I will get the real fix from Microsoft soon via the normal channel updates for Click-to-Run.

DataRefreshNameError — Data Refresh Name Error

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Published on August 31, 2018 by David Parker

Using SharePoint Links and Hyperlinks in Visio

A current project of mine has caused me to look more closely at the use of links and hyperlinks in “modern” SharePoint Online libraries. Every “modern” SharePoint Online library gets the option to create a new Link in addition to any other content types. They are InternetShortcut files with a .url extension. Only the filename is easily editable once created because the target url is within the file, and no editor is provided. However, it does provide a method to create a repository of approved urls. The alternative approach is to create a column of Hyperlink type, which can be edited easily. This article looks at the implications of each when used in SharePoint Online and used within an external data recordset in Visio, with the intention of providing shapes with hyperlinks.

The video above shows how a Link is created in SharePoint Online, whilst the video below shows how a Hyperlink can be created (and edited).

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Published on January 2, 2018 by David Parker

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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Published on October 17, 2017 by David Parker

Installing 64-bit Visio 2016 Professional

There are times when it is necessary to install the 64 bit versions of Visio (and Office), as described at Choose between the 64-bit or 32-bit version of Office. This article does not really expand on the reasons for using 64 bit Visio, but it basically comes down to file size, especially with very large inserted CAD files. I set up a virtual machine to do some testing, and, as it has been a long time since I had to do this, I accidently installed the 32-bit version first, and so I had to start afresh. Therefore, I thought it might be useful to record the steps I took with the download of Visio Professional 2016 from my.VisualStudio.com/downloads. I have pointed to the link that should be followed.

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Published on September 8, 2017 by David Parker

Adding clicks to infographics with Visio visual for PowerBI

Office 365 is a truly remarkable success story, but it is often difficult to understand what each of the parts actually do, or what it is actually in each edition. Microsoft are always adding applications and services to the various editions, or retiring ones that have been superseded. If I can’t see it, I can’t understand it, so I was very interested to see the Periodic Table of Office 365 infographic created by Matt Wade, a SharePoint guru who keeps an eye on these changes ( see http://icsh.pt/O365Table ). It really helps in comprehending the current Office 365 applications and their purpose. Indeed, I have seen his graphic go through many iterations over the last few months, and it will continue to change. However, it was not clickable, and I am a visual data guy, so I contacted him, and offered to integrate his infographic into a Power BI now that the Visio custom visual is available. I then found out that there are several different language versions of his infographic out there on the web, translated by other SharePoint professionals in his network.

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Published on August 15, 2017 by David Parker

Updating data sources from Visio using MSFlow … easily!

Most of my posts have been about using Visio as a data consumer by linking Visio shapes to data, but Visio can be the best place to create some data from. For example, an office layout can have personnel or equipment shapes within a workstation area, or space shapes are used to define areas which are used for calculating the space usage chargeback reports. There are non-facilities management related examples too, as the only consideration is what is the best way to create relationships, measure lengths, or calculate areas. These are all tasks that are best done by just moving, resizing, connecting or containing shapes interactively in the Visio interface. In this article I will explain how Microsoft Flow can be used update a data source simply from a Visio document.