Many Visio diagrams get quite large, and sometimes it is useful to provide the ability to jump to another shape quickly in the same document, either on a different page or on the same one. Although there is an add-on provided in desktop Visio that is used by the Off-Page Reference shape provided in the Basic Flowcharts Shapes stencil (see my other posts), this article is about using the hyperlinks available in both the desktop and browser editions of Visio. Fortunately, Visio desktop has the ability to create hyperlinks to a specific shape by selecting the page and entering the name of the target shape. This creation ability is not available in Visio for the web, but using the desktop created ones is!
[Read more…] about Jumping between Shapes in VisioShape Design
Co-authoring and Commenting with Visio Documents
Microsoft Visio can be used in the web browser and on the desktop, but there are several licensing options available, so which ones can be used concurrently whilst supporting co-authoring and commenting? This article tests the various scenarios but assumes that the Visio documents are stored in OneDrive for Business or SharePoint Online\Teams. The Microsoft article, Work together on Visio drawings, explains most of the scenarios, but does not clearly explain the scope of the Visio web licenses with respect to diagram types or customisations.
Fixing dimensions of 2D shapes
I am often asked what makes Visio unique and makes it stand out from the crowd, especially in today’s online world. Well, I think there are many reasons, but one of them is the ability to create scaled drawings with parametric components of specific dimensions. This was crucial for my adoption of Visio back in 1996 (see Chase Manhattan Bank – bVisual ), and since then I have created hundreds of dimensionally accurate catalogue components for use in scaled drawings for multiple manufacturers. Over the years, I have developed some patterns in ShapeSheet formulas that I re-use consistently. In this article I show the pattern that I use to provide a user with specific width and height dimensions that can be selected in any of three ways:
- Manual resize of the shape with the shape handles to only the specified sizes
- Selecting a dimension from the Shape Data panel
- Selecting a dimension from the right-mouse Actions context menu
All of these options are linked together so that editing the list of specific sizes are easy to maintain.
[Read more…] about Fixing dimensions of 2D shapes
Merging Linked Data from Similar Tables
I was recently asked how to link data from different tables but with similar column names to Visio shapes. In this case, each table has the same unique identifier, but some of the column names are the same. The problem is that the data linking matches the column name with the label of a Shape Data row label, so the shared columns were updated with the values from the last linked data recordset. In this article I present a simple way that this restriction can be overcome.
Smart Radio Buttons and Check Boxes in Visio
A recent project requires an interactive tutorial within Microsoft Visio desktop where a lot of the questions need a single answer using radio buttons, or multiple-choice answers using check boxes. I thought that this would be a great use of the list containers capability because the questions and answers could be part of the container shape whilst the individual questions are presented as items in the list and automatically inheriting their particular question text from the containing list shape. So, this article provides these smart master shapes, and explains how they are built.
In Tutor mode, the Questions, Answers, Explanation and More Info can be edited 
In normal mode, the Questions are presented unmarked and without explanation 
Incorrect answers are marked with a red cross. An explanation and optional more info hyperlink is available 
Correct answers are marked with a green tick. An explanation and optional more info hyperlink is available.
Using Button Face Ids in Visio
Microsoft Visio desktop has the ability to display icons from a built-in list of Office icons on Actions and Action Tags (nee Smart Tags). These can be set in the ShapeSheet by using the desired number from several thousand in the ButtonFace cell. Although there is the ability to add better icons using code, the quick ShapeSheet formulas are useful way of indicating the purpose of a command. This article simply lists the first 3,600 of these fas a quick and easy reference for me, and othe ShapeSheet disigners out there!
[Read more…] about Using Button Face Ids in Visio
