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ShapeSheet Functions

Published on April 19, 2024 by David Parker

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.

[Read more…] about Synchronizing Visio Shape Fill Color (or almost any cell) across pages

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

Published on February 21, 2024 by David Parker

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.

  • A straight line with 4 vertices
  • Then 1 vertex moved
  • With 2 vertices 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.

  • A straight PolyLine with 4 vertices
  • Then 1 vertex moved
  • With 2 vertices moved

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!

  • Muliple LineTo Geometry rows
  • A single PolyLineTo Geometry ow

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..

  • PATHLENGTH() matches trigonometry formula for LineTos
  • PATHLENGTH() not available for PolyLineTo row

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A visual exploration of Penrose Tiling in Visio

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

Published on October 19, 2023 by David Parker

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!

[Read more…] about Using Visio Color by Value on Connectors

Filed Under: Color, Data Graphics, External Data, Shape Data, ShapeSheet Formulas, VBA Tagged With: Data Graphics, Shape Data, ShapeSheet Functions, VBA

Published on September 1, 2023 by David Parker

Using Notepad++ to Edit Visio ShapeSheet formulas

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.

  • ShapeSheet Design | Edit Formula dialog
  • Showing Intellisense
  • Copied and pasted into Notepad++
[Read more…] about Using Notepad++ to Edit Visio ShapeSheet formulas

Filed Under: ShapeSheet Formulas, Visio Tagged With: Notepad++, ShapeSheet Functions, 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 July 14, 2023 by David Parker

More Parsing XML Data in Visio Shapes

My last article looked at parsing an XML string with a known structure and order of elements and attributes. This can be acceptable in some scenarios, but what if the elements or attributes are in a different order? Then it is necessary to use the element and attribute names rather than their index position. This requires a little more complexity to the ShapeSheet functions, and this can result in longer processing time, so needs to be used cautiously, but it is possible, as I demonstrate in this article.

  • Books group shape contains 20 child book shapes
  • Main functions in the document ShapeSheet
  • Called from cells in the group shape
  • Child shapes call functions in the parent shape
[Read more…] about More Parsing XML Data in Visio Shapes

Filed Under: Shape Data, ShapeSheet Formulas, Visio Tagged With: ShapeSheet Functions, Visio, Xml

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  • Creating Boolean Context Menus in Visio
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