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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.

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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.

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Linking Data to Shapes in Visio after using Data Visualizer

Data Visualizer (DV) in Visio Plan 2 (Data | Create from Data | Create ) is great because it provides a way of automatically creating a diagram from data, but it also prevents some of the other data-linking features in Visio from being used. This is because DV wants to take control of the data in the shapes to provide refreshes from the data source or send updates to the data source. This can be very annoying if you use DV to create the initial layout, then you enhance this, so it looks just perfect, and then you just want to update some of the data without affecting the layout. DV may re-layout your carefully crafted diagram, even if there are no updates to the data that should do that. Also, you may want to integrate data from other sources that were not available or accessible to the table or query used for by Data Visualizer. This is when you may want to use Data | External Data | Custom Import which also provides a much greater number of data source types. In this article, you will learn how you can do this manually, or automate it with the help of a little VBA code (or similar).

In this example, I have used table of personnel that I have used before, but added an extra column, Shape Type, that simply has the value Rectangle, which is simply the name of a simple Master shape that I have added to my macro-enabled stencil, ExDataLinker.vssm.

  • tblOrgData for the structure
  • DV Step 1
  • DV Step 2
  • DV Step 3
  • DV Step 4
  • DV Basic Layout
  • DV Re-layed out with Data Graphics
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Using Visio Color by Value on Connectors

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!

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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
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Linking Data to Visio Shapes in Code

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!

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