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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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A 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.

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Spotting Custom UI Errors in Visio Add-ins

I have written many COM and VSTO add-ins for Visio, but got confused when a client recently reported that the following Custom UI Runtime Error was appearing. I wasn’t getting the same error on any of my test laptops, so I chatted with my good friend, and fellow Visio MVP, John Goldsmith ( John Goldsmith’s visLog (typepad.co.uk) ). He gave me an excellent tip….

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Save Time by Using Microsoft Visio ShapeSheets​​ and other webinars

You need new ways to save your organization and yourself time. Did you know that much like an Excel user creates formulas within worksheets to make jobs go faster, Microsoft Visio has built-in efficiencies? For example, Visio has a structure similar to worksheets, where shapes and formulas can be leveraged to provide highly useful functionalities that save time.

This webinar is a gentle introduction to Visio ShapeSheets and the extra smartness they provide that will improve efficiency and save you time.

Register for this live webinar on 2nd June 2021, or watch this and others on demand at https://conferences.presentergroup.com/visioandpowerplatformwebinars

Synchronizing Visio Shape Fill Color (or almost any cell) across pages

I was recently asked how the color of one shape can be changed and for other shapes to be automatically updated to the same color … even if they are on different pages! Well, it is possible with Microsoft Visio’s awesome ShapeSheet formulas. In fact, this capability is not limited to the FillForegnd cell ……

Positioning Visio Shape Text Block with a Control Handle

I was recently asked how a control handle can be added to a Visio shape so that it can be used to re-position the text block. Fortunately, it is extremely easy to setup, and requires just two formulas to be updated in the ShapeSheet. This is a great use of the SETATREF(…) function. (more…)

Understanding Segments of Visio Geometry

I recently had to revise my understanding of the POINTALONGPATH(…) function in Visio because I was getting a #REF! error in some cases. My particular scenario requires a line with a number of vertices that are initially all in a straight line but can be moved by dragging controls around that each vertex is bound…

Custom Color Themes in Visio?

I was recently looking into custom color themes for corporate branding in desktop Microsoft Visio and became re-aware how different Visio still is from the rest of the Microsoft Office applications. A Visio page or document does not need to have any theme applied, but the documents of the other Office applications always have a…

When is a Visio Callout not a Callout?

I have been a Visio user/developer since the mid-1990’s and seen the word “callout” used as part of the name of many master shapes in Visio. The images below show five ways that the term “callout” has been applied to the name of Visio master shapes. Generally, each evolution has been an advance on the…

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…

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Getting the Microsoft Office Theme Value

I am working on a Visio VSTO project where I need to synchronise a UI element with the current session Microsoft Office Theme. At first, I thought that there would be some way of getting a value from the Visio object model, but I was wrong…

The Office Theme can be selected from either the Visio Options, or the Account Options panels.

  • Visio Options
  • Account Options
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Viewing Visio Files in Public Websites

Some of my colleagues have asked me how I have managed to include Visio files into this public website, so I thought I would share my secret. Microsoft has kindly provided a File Viewer Web Part for use in SharePoint that appears to be useful in other websites too.

If you view a Visio file that is stored on OneDrive or in SharePoint Online, you can get the </> Embed code for the Visio document from the Show More Commands (…) button in the top right corner. This is normally intended for use within SharePoint pages.

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