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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.

  • CFF Container shape
  • Function band\Swimlane List shape
  • Swimlane shape
  • Phase List shape
  • Phase\Separator shape
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Using Notepad++ to Edit Visio ShapeSheet formulas

Visio shapes get their smartness from the formulas that are entered into the ShapeSheet, but editing these formulas can be extremely tricky and prone to error because of the lack of a modern programmer’s interface. Formulas can be quite long (up to 64k characters) but even medium size ones like the one in User.GetWorkdays cell below from an earlier article can become a challenge. I have been using Notepad++ for many years to copy and paste the formulas from a cell so that I can split the text into multiple lines, and to see where the bracket pairs are. My good friend John Goldsmith pointed out that I can record a macro in Notepad++ and create a custom language style. So together we improved our environment for editing ShapeSheet formulas.

  • ShapeSheet Design | Edit Formula dialog
  • Showing Intellisense
  • Copied and pasted into Notepad++
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Adding a second Function header bar to Visio swimlanes

I was recently asked if a second function header bar can be added to the swimlanes in the cross-functional flowchart templates in Visio. Some swimlanes can get quite wide, so it can be useful to have a duplicate function header shape on the far-side too. It is quite simple to duplicate the existing function header sub-shape and then change its position to the opposite side of the swimlane.

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More Parsing XML Data in Visio Shapes

My last article looked at parsing an XML string with a known structure and order of elements and attributes. This can be acceptable in some scenarios, but what if the elements or attributes are in a different order? Then it is necessary to use the element and attribute names rather than their index position. This requires a little more complexity to the ShapeSheet functions, and this can result in longer processing time, so needs to be used cautiously, but it is possible, as I demonstrate in this article.

  • Books group shape contains 20 child book shapes
  • Main functions in the document ShapeSheet
  • Called from cells in the group shape
  • Child shapes call functions in the parent shape
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Navigate to named areas in Visio with SS Plus

Many years ago, when I was an architect, I used a Unix CAD system with large buildings. I was able to navigate quickly to rectangular areas that I had named. Well, the Export to PowerPoint feature in Visio Plan 2 provides Slide Snippets, which are named areas that can be exported to PowerPoint. My SS Plus add-in already provides enhancements to this feature that provides formatted text and hyperlinks to be exported too, but I was missing a trick. So, now I have added in a dynamic sub-menu that provides quick navigation to these named Slide Snippet areas and can optionally integrate with LayerManager to apply a named LayerSet too!

I have made a short video to demonstrate this:

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Counting glued and connected shapes in Visio

I got a surprise in one of my projects when I counted the shapes glued together using the Shape.GluedShapes(…) method … the sum of the filtered glued shapes just didn’t add up to the unfiltered count. So, I thought I should check the Shape.ConnectedShapes(…) method too … and there is a scenario where that has a similar result.

In the following diagram, I have different coloured squares with connection points of different types at the centre of each edge (as denoted by the connection type numbers), and one under a control point in the bottom left corner. I have glued the ends of coloured connector lines, statically (Red and Black) and dynamically (Green), and glued the Purple Square directly to the Orange Square. The Blue Square shape is glued to a connection point on the green dynamic connector.

7 Shapes glued & connected in a variety of ways

I then ran some code to get the count of glued and connected shapes … and noticed some apparent discrepancies…

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