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Shape Data

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Update any Visio ShapeSheet cell with External Data

When Microsoft introduced a new way of linking external data to Visio shapes in 2007, I initially bemoaned the inability to update anything but Shape Data row values, unlike the old database add-on that I had been using for 10 years. The new method, though, has many advantages over the old way, not least that it is part of the Visio code library, for any Visio desktop user except the Standard edition.

The smartness of Visio shapes is derived from the formulas in the ShapeSheet that lies behind everything. There is a developer interface into this ShapeSheet in every desktop edition, but there is none in any of the web editions, even though the formulas, for the most part, work perfectly well (see my series of posts ShapeSheet Functions A-Z ).

The newer methodology of linking Visio shapes to data can also be used to refresh Visio diagrams automatically, even if the Visio document is not opened in the desktop edition. The Visio documents merely need to be stored in OneDrive, SharePoint (or Teams). This makes it suitable for solution development without assuming that every consumer has a desktop license. Indeed, the Visio Data Visualizer utilizes these newer external data recordsets embedded within the Visio document.

For my example, I used the Visio Sample Database that has been installed with Visio since 1997 for demonstrating the old database linking technology. It is an old style Access database (mdb), and can be found in a sub-folder of the Visio installation folder. I simply used the Data \ External Data \ Custom Import command to import the Bolts – Square Head table.

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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 was failing to change the values, even though it appeared to initially change in the Shape Data window. There was no problem selecting the shapes individually, but every time I selected multiple shapes and edited these particular rows, I could see the new value in the Shape Data window, but as soon as I looked at the individual shapes, I could see that the values never got changed. I checked my code in vain, and ran the Events Monitor from the Visio SDK. Visio seemed to enter the Shape Data scope, but then immediately exited it without attempting to apply the new value to the shapes. Very strange!

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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. Take the scenario where you have some data that you want to be available to all pages and all shapes in the Visio document. There are some built-in Document Properties in Visio that are accessible to all pages and shapes using ShapeSheet functions ( eg TITLE(), SUBJECT(), COMPANY(), Categories / CATEGORY(), Tags / KEYWORDS(), Comments / DESCRIPTION(), Author / CREATOR(), MANAGER() and HYPERLINKBASE()). However, Visio does not have custom Document Properties like the other Office applications. Instead, Visio allows for the addition of User-Defined Cells and Shape Data rows in the DocumentSheet of the document. These can be uniquely named, and Shape Data rows can be given a data type (of sorts), a label, prompt and format.

These values can be accessed via a ShapeSheet function from anywhere within the document, which ensures that you only have one version of the truth. However, there is no non-developer user-interface to edit these DocumentSheet Shape Data values in Visio, so what do you do? And how can you be sure that you are always seeing these centralised values correctly?

I created the following master shape to test how this can be done. It is a group shape that contains a single StartDate Shape Data row, which is used to edit or view the date in the similarly named Shape Data row in the DocumentSheet. For good measure, I also added a similarly named Shape Data row to the page, so the Shape Data window in the page could also be used. I then used Insert / Field to display the values in the ShapeSheet, PageSheet and DocumentSheet:

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Using Emojis in Visio

In the new normal of social distancing, we can easily miss the nuances of facial expressions with the the various electronic communication platforms that we utilise. In our personal communications via mobile apps, we have all started to use Emojis to express sentiment and actions, although we can sometimes convey the wrong meanings unintentionally as some Emojis get re-purposed by certain sections of society. Microsoft Windows 10 added native support for Emojis a year ago, and they can be inserted into many Microsoft applications using the onscreen keyboard 👀:

Windows 10 Onscreen Keyboard
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Using some Visio Shape Data in Visio for the Web

Like a lot of UK TV viewers last week, I watched Quiz, a drama about Major Charles Ingram who apparently cheated his way to the jackpot in Who Wants to be a Millionaire. Some of the questions that he was asked were quoted in that show, and I was surprised how easy the last two questions were for me, but that was probably because of my own education as a building architect. However, I decided to lookup the rest of the questions, and I would have fallen before getting to those questions unless my Phone-A-Friend could have helped me on one in particular. At the same time, I was thinking about the differences between Visio desktop and web editions (yeah, really!), so I have created a Visio document that contains all of the questions that the Major answered correctly. This document can be viewed by everyone and downloaded. If it is saved into OneDrive or SharePoint Online and then viewed online.

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Testing Visio shape text for WCAG 2.0 pass

The Web Content Access Guidelines (WCAG) 2.0 provides the current recommendations for making web content accessible to users with vision impairment, but how do you test if your Visio shapes pass? There are several web sites out there that provide this capability, but all of them require the HEX values, rather than the RGB or HSL that Visio provides natively. Therefore, I have created a Visio callout shape that can be associated with a target shape to report on the values of each of its main color elements, and provides hyperlinks to automatically check the contrast ratio on WebAIM.

Color Values Shape


The colour formats that can be selected from either the Shape Data window or the right mouse menu are:

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