I have created many Visio solutions over the past 25 years and used a number of methods of creating an installation that includes Visio templates and stencils. I have just wasted many hours trying to debug an installation created with Advanced Installer until I realised that the problem was that Visio was not properly updating the cache of installed templates and stencils. In the end, the answer was to delete the cache and let Visio re-create it. The screenshots below show the custom shapes opened with the custom template and the More Shapes context menu. Before I deleted the cache, Visio incorrectly displayed the file name of some of the stencils (those with a trailing “_M” ) rather than the display name as entered into the PublishComponent table in Advanced Installer. In addition, the context menu did not show those stencils as being present in the workspace.
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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.
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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.
New Requirement for VBA Digital Signatures in Visio
Like most developers, I have to buy a new digital certificate every 3 years to sign my Visio add-ins and VBA projects. Usually that means verifying my bone fides, paying the fee and downloading the certificate, but security has been increased, and now, like everyone else, I have to use a USB key with it on (see Code signing changes in 2023 (digicert.com)). This requires the use of an application such as one from SafeNet that enables the signing of code. This is working for my Visio addins written with Visual Studio, but the VBA macros appeared to be signing until I tried to save the document. I was unable to save the document with the certificate applied:
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 theme. This means that custom theme colors are not available in Visio until a theme is selected, because custom theme colors rare a variation of a theme. This should not be necessary all the time, so I tried to produce a way of having an approved swatch of colours in a document, from which the individual colors can be copied.
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Moving Phases/Separators in Visio Cross-Functional Flowcharts?
I use Visio Cross-Functional Flowcharts a lot, but there is one thing that really bugs me … you can move function bands\swimlanes around, but you can’t move the phases\separators in the same way. The phases/separators are containers just like the function bands\swimlanes, so why can’t I move them? Actually, it is quite understandable when you realise what is actually going on … both are contained within the Cross-Functional Flowchart (CFF) shape, but there are list containers between each band and the parent CFF shape.
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