Most of the smartness of Visio comes from the power of the ShapeSheet. Every shape in Visio, even if it is just text, has a ShapeSheet that most users do not see. In fact, a lot of users do not realise that there is a Developer ribbon tab that is not visible by default.
It can be made visible by ticking it in the Developer tab in the Visio Options / Customize Ribbon dialog. This can be opened from File / Options, or by using the Customize the Ribbon… right-mouse menu option in a blank area of the ribbon.
The Show ShapeSheet drop-down button in the Developer ribbon tab will open the ShapeSheet of the selected shape, active page or active document.
The ShapeSheet is divided into Sections, Rows and Cells. Some of the Sections always exist in a shape of a particular type (this also includes pages and documents), whilst others are optional. The rows in some of these optional sections can be renamed for clarity, if required. For example, the default name for the first row in the User-defined Cells section is Row_1, but it can be renamed, just like ShapeAppearance in the following image of the ShapeSheet of an Off-page reference shape from the Basic Flowchart Shapes stencil.
Notice that the ShapeSheet can display either the Formulas or the Values, and that not all of the Sections need to be visible, and individual sections can be expanded or collapsed. The ShapeSheet contains many sections, so it is usually necessary to scroll.
Each of the cells can be referenced by name within formulas in other cells. They can also be referenced by their Section, Row, Cell indices in code using the CellsSRC[…] property. However, this reference is all about formulas using the functions available in the ShapeSheet. There are currently 210 functions listed in the Microsoft Docs, but some of them do not have an example, or they are difficult to follow without a visual the examples. Most of the functions work perfectly within Visio for the Web, just as they do in Visio for the Desktop. There are some exceptions to this, and one in particular, CALLTHIS(), is unlikely to ever work in the web because it is used to run code within a Visual Basic project.
Over the next few months, each of the functions will be described more visually, and there will be similarity in the way that each page in the document demonstrates the function.
The border is a Visio container shape and contains a hyperlink to the Microsoft Docs for the specified function, and the ScreenTip is displayed in the associated Word Box callout.
The mauve circles are Off-page reference shapes that provide hyperlinks to specific pages within the Visio document.
The text of the coloured rectangle is evaluated as a Visio ShapeSheet formula by the associated Price Tag callout (using the EVALTEXT() function).
A second callout sometimes suggests how the target shape can be edited to demonstrate the ShapeSheet function. And another callout may display the value in another cell, such as the Angle in the following example,
There may be other shapes, such as the green part-filled circle above, that may further demonstrate the output of the function.
Most of these callout shapes make use of the CALLOUTREFTARGET() function. This is another example of the Structured Diagram concept in Visio, eg Containers, Lists, Callouts and Connectors.
Although the documents are viewable from my OneDriveForBusiness folder, they will need to be downloaded and placed into your ODfB or SharePoint tenant for them to be editable in the web.
You may get a warning dialog when switching from one page to another in the web, but it can be safely refreshed.
The articles will appear in the list and grid below, along with other related topics, so subscribe, or keep a look out for new ones.
- Visio ShapeSheet Functions A-C
- Using the CALLTHIS function in Visio
- Visio ShapeSheet Functions D-F
- Visio ShapeSheet Functions G-K
- Visio ShapeSheet Functions L-N
- Visio ShapeSheet Functions O-R
- Visio ShapeSheet Functions S
- Visio ShapeSheet Functions T – Z
Correcting the Text Control Handle on Visio Network Shapes
There are literally thousands of master shapes in the stencils supplied with Microsoft Visio, so I guess that mistakes can creep in. One error that I have noticed is the inability of the default text control handle of many of the network shapes to actually move the text block horizontally. (more…)
Using a formula for Shape Data labels prevents multiple updates
I have only been developing Visio solutions for 25 years, but I got a surprise this week when I was trying to understand why I couldn’t update the value of a Shape Data row of multiple selected shapes. It is something that I often do, so it took me a while to understand why I…
Automatically displaying Visio shape text in other shapes
There are times, in Visio, when you just need to ensure that the text in a primary shape is synchronised with the text in different secondary shapes … even if they are on different pages of a Visio document. My previous article, Forcing Display Update of Inherited Data Values , describes a method of synchronising…
Forcing Display Update of Inherited Data Values
I was going to title this “When is a truth not a truth?” because I have found that Visio can sometimes refuse to apparently update the displayed value in a cell, even though it has been changed. However, this was, in this instance, down to a misunderstanding of the formula evaluation events on my part.…
Using Custom Fill Patterns from a List
A reader asked how to fill a shape with a custom fill pattern from a fixed list in of a shape. They had no trouble with the first 25 standard fill patterns, but couldn’t figure out how to apply a custom pattern. So, I shall try to explain how this can be done … (more…)
Visio in Microsoft 365? What’s that?
Now that a version of Visio is being rolled out as part of the commercial subscription of Microsoft 365, what is the difference between it and the Visio Web App that is delivered by Visio Plan 1 and Visio Plan 2 subscriptions? Moreover, can a Visio diagram created by an M365 user be round-tripped with…