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Visio

Published on September 25, 2018 by David Parker

Visio Roadmap @ MSIgnite 2018

VisioRoadmap2018

The first slot of the day at the furthest away room from the main conference area is not the ideal time to present anything, but those attendees that made it saw how many new features have been added to Visio recently, and what is soon to be added. The session recording should be available soon, but for those who can’t wait, here is a spoiler! ( View the session here )

[Read more…] about Visio Roadmap @ MSIgnite 2018

Filed Under: Azure, Excel, MSFlow, MSIgnite, Office 365, Teams, Visio, Visio Online Tagged With: Roadmap

Published on September 25, 2018 by David Parker

My session @ MSIgnite about Visio and PowerBI

Well, that is the first day of MSIgnite over, and I am looking forward to hearing more about the roadmap for Visio today. I presented my session yesterday in a theater that seats 50 but 1,000 had registered for. In the end, the space was so full, I had no idea how many were there, but it was a lot! ( View my session on YouTube / View a 360 image)

DJP_Session_Action


I will be on the Visio booth now for a lot of the time during the conference, so please come talk to me about the possibilities of Visio solutions and integration with other Office applications and Office365. Microsoft have some cool demos of Visio / 3D Mixed Reality, Visio / MSFlow and, of course, Visio / PowerBI.
My book publishers have kindly provided some discounts for the duration of the conference:

  • eBook Discount: 50%Code – MDVMP50
  • Print Discount: 15%Code – MDVMP15
  • Valid until September 30th 2018
  • Go to packtpub.com

In addition, we will be offering the chance to win a copy of mine and Scott Helmers’ book “Microsoft Visio 2016 Step by Step” on the booth.

Filed Under: MSIgnite, PowerBI, Visio 2016, Visio Online Tagged With: MSIgnite, PowerBI, Visio

Published on September 18, 2018 by David Parker

From Seattle to Orlando in 21 years

I was going through my wardrobe the other day, and found my speaker shirt from the Visio Solutions Conference in 1997. This was the first time that I spoke about my use of Visio in the workplace. Back then I was automatically creating dealer desk layouts from a Sybase database for a major bank in London. Next week, I will be at MS Ignite in Orlando, demonstrating how Visio and PowerBI can provide a searchable, updatable dashboard of a data center. If you are there, then I would be delighted to meet you.

Filed Under: MVP, Visio 2016

Published on September 5, 2018 by David Parker

Temporary Fix for Data Refresh in Visio Click-2-Run

Visio is an enormous application with literally millions of lines of code, so it is inevitable that bugs creep in for time to time, and can lay dormant .. until you really need it! Such an incident happened to me during a project for a large organisation where the latest and greatest build and versions are held up by the internal IT departments until they are sure that there is absolutely nothing hidden inside. In this project, I was given a laptop with Visio Pro for Office 365 to work with … not a problem, even though that moniker already told me that this was a seriously out of date edition, since it has been called Visio Online Plan 2 for quite a while. Anyway, I developed a solution that relies heavily on linked SharePoint lists and document libraries, using a view. The automatic name of these views are very verbose, so I consistently renamed them. Also, I had the same SharePoint Document library view linked more than once, so that I could link multiple rows to shapes, so renaming was, and is, absolutely essential. Several weeks went by, and my solution was working fine, until one day last week, my colleague told me that the Data / Refresh All was failing for him, and for other users. A review of his laptop showed that his Visio version had been updated to build 1708 from 1609 and the refresh was reverting the carefully renamed data recordsets back to the underlying SharePoint view name. My own personal laptop, not the client’s, is at build number 1808, so I will get the real fix from Microsoft soon via the normal channel updates for Click-to-Run.

DataRefreshNameError
Data Refresh Name Error
[Read more…] about Temporary Fix for Data Refresh in Visio Click-2-Run

Filed Under: Office 365, SharePoint, Visio, Visio Online, Visio Pro for Office365 Tagged With: DataRecordset, ShapeSheet, VBA

Published on August 31, 2018 by David Parker

Using SharePoint Links and Hyperlinks in Visio

A current project of mine has caused me to look more closely at the use of links and hyperlinks in “modern” SharePoint Online libraries. Every “modern” SharePoint Online library gets the option to create a new Link in addition to any other content types. They are InternetShortcut files with a .url extension. Only the filename is easily editable once created because the target url is within the file, and no editor is provided. However, it does provide a method to create a repository of approved urls. The alternative approach is to create a column of Hyperlink type, which can be edited easily. This article looks at the implications of each when used in SharePoint Online and used within an external data recordset in Visio, with the intention of providing shapes with hyperlinks.


The video above shows how a Link is created in SharePoint Online, whilst the video below shows how a Hyperlink can be created (and edited).

[Read more…] about Using SharePoint Links and Hyperlinks in Visio

Filed Under: Excel, Office 365, SharePoint, Visio, Visio Online Tagged With: Hyperlinks

Published on July 31, 2018 by David Parker

Enhancing the Built-In Containers in Visio

The concept of Structured Diagrams was introduced in Visio 2010 to provide core functionality for a variety of the templates in Visio, such as the Cross-Functional Flowchart, BPMN Diagram and Wireframe Diagram. This is primarily evident as Containers, Lists and Callouts and they can be customized (see Custom Containers, List and Callouts ), as shown in some of my previous articles ( see https://blog.bvisual.net/?s=container). One example of this extension can be found in all of the flowchart shapes that placed into a swimlane in a cross-functional flowchart. They have a Shape Data row, Function, that automatically inherits the text entered into the header of the swimlane. In another example, a Visio user can use Insert / Diagram Parts / Container to visually group other shapes together, and update the header text of the container. Well, I often do want my custom shapes to inherit the text of a container, so, in this article, I show how the built-in containers can be enhanced to provide this ability.

InheritingContainerText

You should be aware that I often exploit the fact that Visio creates a local copy of each master shape that it uses within a document. This can be modified and set to match master by name on drop, to ensure that it is the one to use, even if the original Microsoft provided version is used. In this case, I use this trick to create hidden, enhanced versions of the containers that are available in the gallery of containers. Microsoft also do this with the Dynamic connector shape in a number of their own templates.
If you examine the Function Shape Data row of any of the flowchart shapes, then you will find the formula:

[Read more…] about Enhancing the Built-In Containers in Visio

Filed Under: Containers, Process Flows, ShapeSheet Formulas, Visio, Visio 2016 Tagged With: Containers, ShapeSheet, ShapeSheet Functions

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