Desktop Visio has a tremendous ability to assign shapes to none, one or more layers, and the efficient use of them can make a drawing so powerful by toggling layers visibility or locking certain layers whilst working on other layers. The same drawing can be used, displayed or printed for many different purposes just by changing the layer settings. Visio layers can also have a color assigned, and its transparency, without affecting the original colors, so layers can be quickly set to grayscale, for example, to make other layers more visible, and bring attention to them. My LayerManager add-in for Visio has become quite a popular aid to working with layers, and now I have added layer color editing and multiple selection capabilities to the Page Layers tab!
[Read more…] about Editing Visio Layer Colours with LayerManagerShape Design
Setting Theme defaults in Visio
I was recently asked how to change the default font size and line weight in Visio, and then saw then many others are asking the same sort of question. I found one reasonable answer suggesting that you should create a new document from your required template, then edit the Styles to suit, and then save as a new personal template. Well, I am not sure I like that answer because it means you must create a duplicate template for each one you use. So, I decided to see if I could find a better way…
Firstly, it is important to know that these default settings are not editable for the whole Visio application, because they are stored in each document, under the Styles collection. You can view the Styles in a document using the Drawing Explorer window that can be opened from the Developer tab.

Visio Shape Report Converter Excel add-in available
I am delighted to announce that I have just had my first Excel add-in accepted in the Office Add-ins Store! It is called Shape Report Converter because all it does is convert a Shape Report converted from Visio for Desktop to a modern Excel table with one click!

It isn’t a complicated add-in, and it doesn’t do anything that you can’t do manually, but it does save time, and ensures consistency … and it is free!
[Read more…] about Visio Shape Report Converter Excel add-in availableA Visio List Shape is also a Container
Structured diagrams have been around in Microsoft Visio since 2010 and I have always known that list shapes are a specialized container shape, however it still came as a surprise to me recently that a list shape can simultaneously act as a container shape!
There are a few examples of both container and list shapes in the Microsoft provided content in all versions of Visio desktop, and even in the subscription Visio for web. The most popular of these is the Cross-Functional Flowchart template which contains container shapes (the Swimlane and Separator shapes) within list shapes (Swimlane List and Phase List), which are within another container shape (CFF Container).
In Visio desktop, the Insert / Diagram Parts / Container allows you to choose from a number of pre-built container shapes. There is no button to insert a list shape, but you can create your own or easily modify one of the pre-built ones to behave as a list shape.

Taking Visio Actions Rows to the limit
I recently (re-)discovered that there is a limit to the number of Actions section rows that will be evaluated for display on the right mouse menu of a Visio shape. I have not hit a limit (yet) for the number of rows that can be added to the Actions section … so why is there a limitation to the number that will be displayed on the right mouse menu? In Visio for desktop, any rows over this limit will simply not be displayed, but in Visio for web it prevents any Actions from being displayed at all on the shape.
[Read more…] about Taking Visio Actions Rows to the limitCustom Shapes in Visio in M365 and Web
Microsoft recently announced the ability to access the shapes in the document stencil whilst using Visio for Web … if you have a Visio Plan 2 license. So, I thought I would make it clear what that means for custom shape developers. There are now three licenses that provide the ability to edit Visio diagrams in the web browser.
- Visio in Microsoft 365 – now provided to all commercial M385 subscribers, it is a light version of Visio for Web
- Visio Plan 1 – a subscription that provides Visio for Web in a browser, with more templates and features than Visio in M365
- Visio Plan 2 – a subscription that provides Visio for Desktop on Windows, in addition to Visio for Web in a browser anywhere
Typically, Visio solution developers create smart custom shapes that are deployed as masters in a stencil. None of the licenses currently provide the ability to deploy custom stencils for use by Visio in the web browser, however Visio Plan 2 license holders can access custom masters in the document stencil. This increases the ability of these users to use custom Visio documents on non-Windows devices. However, Visio in M365 users cannot edit Visio documents with custom masters, and Visio Plan 1 users cannot access the local document stencil.
[Read more…] about Custom Shapes in Visio in M365 and Web