Data Graphics in Visio Plan 2 and Visio Professional is great, but it only enables us to use them with 2D shapes in Visio, i.e. not on connectors. So, what if you want to change the line colour of the connectors between the 2D shapes because of the data flowing between them? Well, it is possible … with a little preparation!
The desktop Visio editions, Visio Professional and Visio Plan 2, have a great way of automatically displaying data as Data Bars, Icon Sets, Text Callouts and Color by Value. The first three types of Data Graphics require sub-shapes to be inserted into each shape that they are applied to, but the last one, Color by Value (CBV), merely requires some User-defined Cells and formulas. However, unlike the first three, there can be only one Shape Data value displayed as colours in each Data Graphic (DG). So, how can we easily update the colour assigned to each value using code, rather than manually using the manual dialogs provided?
One of the most useful capabilities of Visio Professional and Visio Plan 2 is to link external data to shapes and have them refreshed by changes in the data source. So, many of my solutions involve writing code to make these links, and they are covered with some VBA examples in my book, Mastering Data Visualization with Microsoft Visio Professional 2016, but I mostly write C# code in VSTO add-ins, so I thought it would be useful to demonstrate how easy it is to create data links by dropping a shape, and by adding links to an existing shape. The book, by the way, is still relevant for the current Visio Professional and Visio Plan 2 editions!
My good friend Scott Helmers, Visio author and trainer, of Harvard Computing Group , recently asked for some help in keeping data graphic items level when their target shape is rotated. Fortunately, I was able to assist, so I thought I would explain how this can be done, and also update my Icon Maker macro from a few years ago. The updated macro is available to download for free and includes the extra ability of sizing the icons. I chose to use some bee stickers from the Insert / Illustrations / Icons tool in Visio Plan 2, and the Status options from the Process shape in the Basic Flowchart Shapes stencil to demonstrate.
I was recently asked about switching between different Visio Data Graphics within a page, so I thought I should record a few short videos to explain how Visio Data Graphics work, how they can be edited and duplicated, and how to automate switching between them.
Back in 2012, my fellow Visio MVPs, Scott Helmers and Chris Roth, and I recorded a series of 24 videos about Visio 2010. They were first hosted on Microsoft’s web site, then they put them up on YouTube, they they got deleted :-(. Well, we have managed to retrieve them, and put them back up on YouTube in a new list :-). Most of them are still very relevant and useful!
See Visio 2010 MVP Sessions – YouTube and The Visio 2010 MVP Sessions .
