I re-vamped some of my content about the Visio Data Visualizer add-in for Excel in my last post, so I thought I should expand a bit more on the Data Visualizer feature in Visio for Desktop (Visio Plan 2) and Excel for Desktop. I have described it in detail in previous posts, but I never published the process diagram I created for the Data Visualizer Wizard in Visio. So, I thought I would use it to demonstrate a few cool features of Visio for Desktop.
I have previously described how to use the Visio Data Visualizer add-in in Excel, but I didn’t make it clear how you can edit the diagram created if you have a Visio license. So, I have recorded three short videos to briefly explain this.
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.
I recently (re-)discovered that there is a limit to the number of Actions section rows that will be evaluated for display on the right mouse menu of a Visio shape. I have not hit a limit (yet) for the number of rows that can be added to the Actions section … so why is there a limitation to the number that will be displayed on the right mouse menu? In Visio for desktop, any rows over this limit will simply not be displayed, but in Visio for web it prevents any Actions from being displayed at all on the shape.
[Read more…] about Taking Visio Actions Rows to the limitI was privileged to be invited to the biennial Robins & Morton conference in Orlando recently, where I assisted in presenting TimeTable to the hundreds of attendees there. A single wall-hanger (OPS) TimeTable Visio diagram automatically drawn from #OraclePrimaveraCloud data, is a condensed version of the same data printed as a Gantt chart some six times taller, as shown in the image below (there wasn’t enough ceiling height to print all the Gantt):
Microsoft recently announced the ability to access the shapes in the document stencil whilst using Visio for Web … if you have a Visio Plan 2 license. So, I thought I would make it clear what that means for custom shape developers. There are now three licenses that provide the ability to edit Visio diagrams in the web browser.
Typically, Visio solution developers create smart custom shapes that are deployed as masters in a stencil. None of the licenses currently provide the ability to deploy custom stencils for use by Visio in the web browser, however Visio Plan 2 license holders can access custom masters in the document stencil. This increases the ability of these users to use custom Visio documents on non-Windows devices. However, Visio in M365 users cannot edit Visio documents with custom masters, and Visio Plan 1 users cannot access the local document stencil.
