I was recently asked how to link data from different tables but with similar column names to Visio shapes. In this case, each table has the same unique identifier, but some of the column names are the same. The problem is that the data linking matches the column name with the label of a Shape Data row label, so the shared columns were updated with the values from the last linked data recordset. In this article I present a simple way that this restriction can be overcome.
One of the most useful capabilities of Visio Professional and Visio Plan 2 is to link external data to shapes and have them refreshed by changes in the data source. So, many of my solutions involve writing code to make these links, and they are covered with some VBA examples in my book, Mastering Data Visualization with Microsoft Visio Professional 2016, but I mostly write C# code in VSTO add-ins, so I thought it would be useful to demonstrate how easy it is to create data links by dropping a shape, and by adding links to an existing shape. The book, by the way, is still relevant for the current Visio Professional and Visio Plan 2 editions!
I wrote an article last year about Swapping Images in a #Visio Shape manually, but I want to be able to do this whenever a Shape Data value changes. This is because I use I invariably use shapes linked to data. I also want to be able to have multiple images within a single grouped shape, and all of them changing when their referenced Shape Data values change. I believe that this will be more adaptable for a lot of scenarios than trying to repurpose Data Graphic Icon Sets ( see Make Your Own Visio Data Graphic Icons Sets … automatically). I also discovered that the Shape.ChangePicture(…) function can just as easily work with urls as it can with network file paths, so even more possibilities are opened up! For example, the Visio Online JavaScript API has the ability to overlay an image (see ShapeView.addOverlay(…)).
So, I have created some macros to provide quick and easy selection, positioning and updating of images within a group shape.
I decided to present this article with VBA code rather than my preferred C# so that a stencil could be downloaded to provide instant usability, rather than having to install an add-in. It can be download from Image Utils.vssm, and should then be placed in to My Shapes folder, so that it becomes available to open in Visio. When it is opened, then the macros will need to be enabled.
There are just five public macros:
One of the most frequently used components of Visio is the Organization Chart Wizard (OrgChWiz), but it is also one of the most frustrating because of its apparent inflexibility. I was recently asked how to use different table column names with the wizard because the originating ODBC source could not be touched. Well, I have previously used Access to modify and enhance tables in this situation, but the OrgChWiz is quite old, and does not like using the newer Access queries as a data source unfortunately. If the basic table column names do not match the default column names in the organization chart shapes, then there may be superfluous Shape Data rows created on each shape and the ability to change the shape style is compromised, and the Shape Data rows get quite confused!
The Organization Chart template opens with the Belts – Organization Chart Shapes stencil open by default, although the Master shapes used can be replaced with those on one of the other nine using the Org Chart / Shapes gallery:
I will be leaving soon for Atlanta to the MS Ignite Conference, but first I checked the latest schedule and found some additions and some slight title changes, so I have updated the documents provided in my last two posts:
MS Ignite Conference 2016 Sessions in Visio
Visio Sessions at MS Ignite Conference 2016
Also, I have produced a short, silent video of the process to import your own Ignite Trip Report.docx from the MS Ignite website to Visio.
See you in Atlanta!
I will be a co-presenter at the Microsoft Ignite Conference on 28th Sept. 2016 ( see Dive deep into advanced Data Visualization with Visio ) along with my fellow MVPs Scott Helmers and Ed Richard, and led by Sandeep Srivastava, from Microsoft. I am really looking forward to it because it will be a great opportunity to learn more about all of the exciting developments happening at Microsoft nowadays. Of course, I will also be showing off what we can do in Visio too, and to that end I have created a session location finder in Visio.
The MS Ignite Conference is an enormous 5 day event, with over 1300 sessions spread over three buildings and 5 floors. The conference website provides the opportunity to build your personal schedule, and to download a Word trip report. Unfortunately, this report does not include the rooms and the zone or building that they are in. Therefore, I used some of my facilities management experience and Visio to provide a multipage Visio document with building section and plans provide the location context for each session in my, or attendees, schedule.
The Visio document contains macros to import the Word report downloaded from the MS Ignite website, and for running a timer between a start and end time.
I have provided the Visio document for download*, so that it can be used by any attendees how have Visio Professional 2016 or Visio Pro for Office 365:
MS Ignite Trip Reporter.vsdm
I will explain how it all works in a future posting, but the document contains full instructions of how to use it, and it includes my current schedule of sessions so that it can be played with even by non-attendees.
*This document was updated with the up to date Session locations on 20 Sept. 2016
