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Processes

Published on September 28, 2023 by David Parker

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
[Read more…] about Moving Phases/Separators in Visio Cross-Functional Flowcharts?

Filed Under: Containers, Lists, Process Flows, Visio Tagged With: Flowcharts, Processes, Visio

Published on August 30, 2023 by David Parker

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.

[Read more…] about Adding a second Function header bar to Visio swimlanes

Filed Under: Process Flows, Shape Design, ShapeSheet Formulas, Visio Tagged With: Processes, ShapeSheet Functions, Visio

Published on May 15, 2023 by David Parker

My new book on Visualizing Processes with Microsoft Visio has launched

Back in the early 1990s, there was an application called ABC Flowcharter that was the market leader for diagramming business flowcharts, but some of the brains behind Aldus PageMaker saw an opportunity to create something smarter, and left to write the Visio product, with the stated aim to overtake ABC Flowcharter within 2 years. They did it in just 18 months and Visio expanded to cover more types of diagramming, especially organization charts and network diagramming. Visio became the default vector-based, data-diagramming application for the desktop, and so Microsoft acquired the company in 2000, who started to integrate it with Microsoft Office applications. Many imitators on the desktop tried to emulate Visio, but most fell by the wayside. There were constant requests for Visio to work on Apple Macs, but Microsoft resisted making a Mac specific version, and instead started to make Visio work in a web-browser, so it can work anywhere on any modern device. There are literally millions of lines of code on Visio, so it was never going to be straightforward or easy, but now we do have a light edition of Visio provided to all M365 business subscribers, and two extra subscription levels for more features and capabilities. We still have desktop Visio Standard and Professional, but the edition that straddles both the desktop and web is Visio Plan 2. It has some desktop only features delivered via web-services, and an enhanced browser-based editing experience. Visio Plan 2 is the edition for heavy or advanced users, but any of the desktop editions can be viewed as a design studio for content that can be used by the browser users because of Visio’s unique ShapeSheet feature that contains Excel-like formulas to control the properties of the shapes. Almost all of these formulas work in the web browser, but desktop Visio is required to write the formulas initially. This means that powerful customizations are possible without any web-scripting, and achievable by anyone who can write formulas in Excel!

So, this new book focuses on the original driver for Visio, process flowcharts, and explains how the different Visio editions can be used to create, edit, collaborate, comment, present, automate, export them, and finally how to customize them. Find out more at Visualize Complex Processes with Microsoft Visio!

[Read more…] about My new book on Visualizing Processes with Microsoft Visio has launched

Filed Under: Books, Data Visualizer, Ebooks, Process Flows, ShapeSheet Formulas, Visio, Visio for Desktop, Visio for M365, Visio for Web, Visio Plan 1, Visio Plan 2 Tagged With: My Books, Processes, Visio

Published on November 10, 2019 by David Parker

Visio news from MS Ignite 2019

Daniel, Scott, me and Michel at the Veeam party

Microsoft Ignite 2019 at the huge Orange County Conference Conference Center in Orlando is over for another year. 30,000 attendees over 6 days, and I have seen my first sunlight today since I arrived in Florida last Saturday! So, it is time to review just what was announced about Visio, and how much Visio is appreciated.

[Read more…] about Visio news from MS Ignite 2019

Filed Under: Data Visualizer, Floor Plans, MSFlow, MSIgnite, Org Charts, PowerBI, Process Flows, Teams, Visio, Visio for Desktop, Visio for Web Tagged With: Data Visualizer, MSIgnite, Org Chart, Processes

Published on May 5, 2016 by David Parker

Three short Visio 2016 video tutorials

I recently created three short videos for Microsoft about the most popular uses of Visio, and utilizing some of the latest features:

  • How to create an Org Chart
  • How to create a Process Flow Diagram
  • Creating a Network Chart
image

They are all less than 5 minutes long, and you don’t see me fortunately.

Watch them on YouTube :

Filed Under: Visio 2016 Tagged With: Educational, Network, Org Chart, Processes, Video, Visio

Published on April 14, 2016 by David Parker

Getting better value from your process diagrams with Visio 2016

I will be presenting a one-hour webinar today at 1pm UK time entitled, Getting better value from your process diagrams with Visio 2016.

Process flow diagrams are amongst the most popular diagram types in Visio, but many users do not know some of the tips, tricks and techniques for getting the best out of Visio, in terms of productivity and efficiency.

This webinar covers understanding structured diagrams, enhancing shape data rows, hyperlinking, validation and exporting.

Follow this link to register : Microsoft Visio Webinar Series

image

Filed Under: Process Flows, Visio Tagged With: Educational, Processes, Shape Data, ShapeSheet Functions, Webinar

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Recent posts

  • Moving Phases/Separators in Visio Cross-Functional Flowcharts?
  • Using Notepad++ to Edit Visio ShapeSheet formulas
  • Adding a second Function header bar to Visio swimlanes
  • More Parsing XML Data in Visio Shapes
  • Parsing XML data in Visio Shapes

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