Microsoft Visio can handle many different units of measurements which can be set for a page and separately for shapes, such as dimensions, within the page. This can confuse some users who expect them both to be the same all the time. In fact, the dimension units can be set to be the same as the page units, but not necessarily so. It is possible to have different units on different dimension shapes, but is also possible to set all the same with one click, and to synchronise them with the page units.
[Read more…] about Setting Default Measurement Units in Visio PagesShapeSheet Functions
Synchronizing Visio Shape Fill Color (or almost any cell) across pages
I was recently asked how the color of one shape can be changed and for other shapes to be automatically updated to the same color … even if they are on different pages! Well, it is possible with Microsoft Visio’s awesome ShapeSheet formulas. In fact, this capability is not limited to the FillForegnd cell … check out the Microsoft Learn page about SETATREF(…), and view the video below to find out more.
Understanding Segments of Visio Geometry
I recently had to revise my understanding of the POINTALONGPATH(…) function in Visio because I was getting a #REF! error in some cases. My particular scenario requires a line with a number of vertices that are initially all in a straight line but can be moved by dragging controls around that each vertex is bound to. My assumption had been that a segment of a path is always between vertices in a geometry section, but this is not the case. So, I thought I would look deeper into the ShapeSheet functions of paths and segments. The following screenshots show a series of ShapeSheet formulas and the result of them on a single line that has 4 vertices that can be moved using a yellow control that they are bound to. Notice how the PATHLENGTH(…) formula fails to understand the segment parameter until the vertices are moved.
In case the screenshots are a little dry, I have recorded a short video to explain further.
My own need was for a boundary shape around some other shapes where I wanted to make the segments disappear if they were outside of the Visio page. The unexpected #REF! values were causing distortions because the co-ordinates were failing to update.
However, I can see that this understanding of line segments and points will be useful in many types of diagrams.
For completeness, I thought I would try the same exercise with a PolyLineTo row rather than multiple LineTo rows.
The PolyLineTo formula does have the advantage of being a single row, but this means that the PATHLENGTH(…) function does not have a segment index to that can be used to calculate with. In fact a PolyLineTo row does have two segments, but the last one is always 0 length!
However, I was able to calculate the lengths of each segment in both cases, by using the co-ordinates of the Controls in the Tip cell for each Controls row with the SQRT(…) and POW(…) functions..
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Visio shapes get their smartness from the formulas that are entered into the ShapeSheet, but editing these formulas can be extremely tricky and prone to error because of the lack of a modern programmer’s interface. Formulas can be quite long (up to 64k characters) but even medium size ones like the one in User.GetWorkdays cell…
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!
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Visio shapes get their smartness from the formulas that are entered into the ShapeSheet, but editing these formulas can be extremely tricky and prone to error because of the lack of a modern programmer’s interface. Formulas can be quite long (up to 64k characters) but even medium size ones like the one in User.GetWorkdays cell below from an earlier article can become a challenge. I have been using Notepad++ for many years to copy and paste the formulas from a cell so that I can split the text into multiple lines, and to see where the bracket pairs are. My good friend John Goldsmith pointed out that I can record a macro in Notepad++ and create a custom language style. So together we improved our environment for editing ShapeSheet formulas.
[Read more…] about Using Notepad++ to Edit Visio ShapeSheet formulas
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.
