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ShapeSheet Formulas

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Creating a Custom Org Chart Template with Extra Properties

A Visio user recently asked how to add a salary amount for an Org Chart person automatically, based on their selected Level. I thought it was a bit long to answer in the forum, so I have written my answer below. It demonstrates how you can have your own custom template that works with the Organization Chart add-on in Visio.

My approach to creating a custom template that still uses the Organization Chart Add-On is to create a new drawing from the built-in template, and then to add extra properties to it.

First, select Show Document Stencil to view all of the local copies of the built-in master shapes. If they are not there, then simply drag and drop them from the built-in stencil on to the first page, and then delete the shapes on the page. This will not delete the local copies of the masters.

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Visio Date Format Pictures Affect Data Entry via the Calendar Popup

I have been creating roadmaps in Visio lately, and the client is only concerned with the months and years, so I thought it would be sensible to use a Date Format Picture to display only the month and year in the Shape Data window. What I did not expect is that the mere existence of this Date Format Picture would alter the actual date stored in the cell. In this blog, I layout my concerns about the Calendar popup that is provided for Date type Shape Data rows.

In the following example, I have created a shape, coloured pale orange below, and added 25 Date type Shape Data rows. I have not applied any format to Property1, but then I have applied each of the 17 suggested Date Format Patterns provided on a drop-down list in the Define Shape Data dialog. Finally, I added a further 7 patterns manually. I then selected Today as the value for every single Shape Data row:

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Adding the Sixth Legend Icon in Visio 2010

In my previous two articles, I described how to have 6 icons in a Data Graphic Icon Set, and provided some VBA code to make your own icons sets from existing Visio shapes or images. One thing that I overlooked was the Insert Legend command in Visio 2010, because it does not add the sixth icon automatically, so this blog describes how to add it. As a side effect, the code also enables the legend labels of icon and CBV (Color By Value) items to be edited.

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When you use the Insert Legend command, it examines the Data Graphics used on the active page, to create legends for each Icon Set or Color By Value settings that it finds. Closer examination of the legend shapes, shows that an instance of the Icon Set master shape is added for each of the icons found.

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How to have six icons in a Visio Data Graphic Icon Set

I was recently asked to represent the values of Key Performance Indicators (KPIs) in Visio. Great, I thought, this is just what Visio’s Data Graphic Icon Sets are for! Only trouble was, that there were six possible values for the KPI, but all the example Icon Sets have a maximum of five icons in them. So, I had to come up with a way of displaying six icons …

In the following example, I have defined a Shape Data row with a Fixed List type that can have a value from the list “3;2;1;-1;-2;-3”

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I applied the Faces Icon Set, and set icons for each value, except for –1:

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Which field is that cow in?

I reader of one of my earlier posts, Copy Data from one Shape to Another ( see http://davidjpp.wordpress.com/2009/02/02/copying-data-from-one-shape-to-another/ ) asked how a cow can inherit the field number of from the field that it in. I think that this is just an example of how you can automatically update any Shape Data value from an underlying container, but I will use a cow in a field example anyway. This example uses VBA code, but should be good to use in any version of Visio since Visio 2000.

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Another Dot Grid …

My good friend, John Goldsmith, recently published a blog about how to create a printable dot grid in Visio (see http://visualsignals.typepad.co.uk/vislog/2011/02/dot-grid-backgrounds.html#more ). This inspired me to share another way that you can create a dot grid in Visio. This time I will use a custom fill pattern, rather than new shape. This has the advantage that the fill pattern can be applied to any shape, and will repeat the pattern as much as is required to completely cover the shape.

In the following example, I have just drawn a rectangle, and applied a new custom Fill Pattern, called Grid.

To create this pattern, just open the Drawing Explorer then select New Pattern from the right mouse action. Name the pattern, ensure that the Scaled option is ticked, and that the behaviour is set to the first option (repeat).

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