Many Visio diagrams get quite large, and sometimes it is useful to provide the ability to jump to another shape quickly in the same document, either on a different page or on the same one. Although there is an add-on provided in desktop Visio that is used by the Off-Page Reference shape provided in the Basic Flowcharts Shapes stencil (see my other posts), this article is about using the hyperlinks available in both the desktop and browser editions of Visio. Fortunately, Visio desktop has the ability to create hyperlinks to a specific shape by selecting the page and entering the name of the target shape. This creation ability is not available in Visio for the web, but using the desktop created ones is!
[Read more…] about Jumping between Shapes in VisioShape Data
Merging Linked Data from Similar Tables
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.
Smart Radio Buttons and Check Boxes in Visio
A recent project requires an interactive tutorial within Microsoft Visio desktop where a lot of the questions need a single answer using radio buttons, or multiple-choice answers using check boxes. I thought that this would be a great use of the list containers capability because the questions and answers could be part of the container shape whilst the individual questions are presented as items in the list and automatically inheriting their particular question text from the containing list shape. So, this article provides these smart master shapes, and explains how they are built.
In Tutor mode, the Questions, Answers, Explanation and More Info can be edited 
In normal mode, the Questions are presented unmarked and without explanation 
Incorrect answers are marked with a red cross. An explanation and optional more info hyperlink is available 
Correct answers are marked with a green tick. An explanation and optional more info hyperlink is available.
Using Visio Color by Value on Connectors
Data Graphics in Visio Plan 2 and Visio Professional is great, but it only enables us to use them with 2D shapes in Visio, i.e. not on connectors. So, what if you want to change the line colour of the connectors between the 2D shapes because of the data flowing between them? Well, it is possible … with a little preparation!
Interactive Demographics of the European Union in Visio
I was recently contacted by a reader, Stanley M. Max (Towson University lecturer), who had started creating a Visio map of the 27 countries in the European Union in 2020, along with the demographics culled from Wikipedia. He wanted to know if the map and stats could be combined to make a more appealing presentation. Well, that prompted me to not only combine the data and country shapes, but to explore ways in which a presentation of the map can be made more interesting in Visio. So, I added data and hyperlinks to the shapes, and set up a page property for the selected country which automatically highlights the country shape, statistics, and header, to which I added flags. So, the user can either set the page country using the Shape Data window for the page, or context menu of each country, or simply by double-clicking.
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Linking Data to Visio Shapes in Code
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!
