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Pushing Data Visualizer in Visio beyond its limits

My last post was about some of the lessons learnt when trying to push Data Visualizer to its limits, but this one has some ways of overcoming these limitations. The main lesson learnt is that DV binds the shapes within the DV container shape, CFF Data Visualizer, and controls some of the ShapeSheet cells that are normally available for customization. The label of the connector is bound to the respective column in the Excel table, and that, combined with the ability to modify the Dynamic connector master shape provides a way of overcoming some of the limitations discovered.

So, given that we want to use DV, and we need to have multiple flows between the same shapes, then they cannot be separate connectors. We need to combine multiple flows onto the same connector, and then find a way to selectively display different flows somehow by controlling the visibility of the connectors. However, we cannot make them invisible because they will be deleted by DV, so we need to control their transparency instead. We can do this by interpreting the label somehow, and we are going to modify the Dynamic connector to react to the text of the label, and we can also change the colour and line pattern too.

The following screenshots show the Excel table with the multiple flows between the same shapes concatenated with pipe characters, and the diagram created by Data Visualizer when this table is imported into a custom template using Data \ Create from Data \ Create:

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Pushing Data Visualizer in Visio to the limits!

Regular readers of my blog will know that I like to use the Data Visualizer (DV) in Visio Plan 2, but I recently tried to help a user who really decided to push it to the limits. In this scenario, there were multiple connections, but with different labels, being created between the same flowchart shapes, and the plea was how to make it work! Well, I experimented with this, and found that DV does not really work well in this way, and then proposed an alternative approach, which I will explain in this article.

First, I will show how it fails by setting up an Excel table that does contains multiple connections, but fails to update the labels consistently.

Excel Table with Multiple Links

Lesson 1: Export from Excel to Visio is not the same as Import to Visio from Excel

The following screenshot was created by clicking Table Design / External Table Data / Export / Export Table to Visio Diagram… in Excel for the above table, and then choosing the Cross-Functional Flowchart (horizontal) option.

Default Export to Visio Diagram from Excel

I then chose Hierarchy / Top to Bottom the Design / Layout / Re-Layout Page gallery, and created a simple Shape Report to see the text on each Dynamic connector shape. It was then clear that I had to manually change some of the connectors to use static rather than dynamic glue so that I could see them all.

  • Re-laid out and Curved Connectors
  • Manually adjusted to see all connectors

The following screenshot, however, was created by creating a new Cross-Functional Flowchart – Data Visualizer in Visio, then choosing the above Excel table.

As before, I then chose Hierarchy / Top to Bottom the Design / Layout / Re-Layout Page gallery and created a simple Shape Report to see the text on each Dynamic connector shape. Again, it was then clear that I had to manually change some of the connectors to use static rather than dynamic glue so that I could see them all. Unfortunately, Visio sometimes gets confused about which connector should have which label, and can get it wrong, as shown below, where the same label has been duplicated.

  • Re-laid out and Curved Connectors
  • Manually adjusted to see all connectors

These errors can occur in the export from Excel too. I have also seen instances where the connector label becomes uneditable in Visio.

Therefore, my conclusion is that DV cannot handle multiple connectors between the same shapes.

Also, the template used by the export to Visio from Excel is different to the one used by import from Excel in Visio.

Lesson 2: Making Connectors Invisible is not the Same as Making Lines 100% Transparent

I added extra connection points to the Process shape so that all the connectors could be spaced out, and I edited the labels back to what they should have been, so finally I could display the connections clearly in the following screenshot.

However, this diagram needs to be used to display the alternative routes between Process shapes, and the user wanted to make some connectors invisible so that the desired connectors are shown clearly. My first thought was to move some connectors to a different layer, and then make the new layer invisible.

Unfortunately, DV automatically deleted all the connectors that were assigned to a layer that was made invisible!

  • Assign B connectors to new layer
  • Make new layer invisible
  • DV automatically deletes the invisible connectors

So, the alternative is to assign this new layer to a colour, and make the colour 100% transparent!

  • Assign Bs to new layer
  • Assign a transparent colour to layer
  • Transparent connectors remain

So, my conclusion is to never assign any DV controlled shapes to a transparent layer!

Lesson 3: Even choosing Color By Value using Data Graphic Fields causes a re-layout

There are times when I want to manually adjust the layout because DV does not do it quite right … However, if I then choose to use Data Design / Refresh Diagram or simply select a field in the Data Graphic Fields panel, then DV will automatically re-layout the diagram, even if all I wanted was to have Color by Value. This is because the Data Graphic Field row selection will try to guess what Graphic Item you may want, and this will change all the data-linked shapes to groups, if they are not already, and insert a Graphic Item sub-shape causing the bounding rectangle to be extended, and consequently forcing the layout to be re-spaced. Then, if you change it to the Color by Value that was really wanted, it is too late, the unrequired sub-shape is removed, and the re-layout is automatically performed again!

  • Manually adjusted layout
  • Select a Data Graphic Field
  • Changed to Color By Value

My next post will focus on a solution to overcome these issues with Data Visualizer... This will mean creating a modified Visio template to import from Excel!

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What is the difference between a line and a [dynamic] connector in Visio?

When I have reviewed some of the criticisms of connecting shapes in Visio on the web, it has been clear that some users have a misunderstanding about lines and connectors. It is not surprising really because the Microsoft Visio help documentation does not currently make the distinction clear. A connector shape is used to connect two shapes together, whereas a line is normally just a straight line. As usual with Visio though, this is not the whole story because a line can be used to connect two shapes together, and it can be turned into a dynamic connector. I will try to explain myself in this article.
The normal way to connect two shapes together is to use the Connector tool (CTRL+3) on the Home / Tools  ribbon, and a line is drawn with the Line (CTRL+6) drop-down menu in the same ribbon group.

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multiSelect Children and Parents

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Getting the Name of Glued Connection Points

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image

 

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What is a connector?

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