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Optimize Visio Flowcharts: Swimlane Reordering Tips

Microsoft Visio desktop Plan 2 and Professional editions provides the ability to create and synchronize cross-functional flowcharts between the diagram and an Excel table. This is great, and widely used for many types of processes. The Excel table normally has a Function / Swimlane column that contains text that becomes labels on the swimlane containers, and a Phase / Timeline column that contains text that becomes the label of the phase or separator containers. The import provides the option to order the diagram by Function and/or Phase, but it is impossible to get them ordered by both! This article provides a solution using a free macro-enabled Visio stencil.

  • Excel table with Function and Phase columns
  • Visio Data \ Create from Data
  • Step 2 More Options to order by Phase
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Linking Data to Shapes in Visio after using Data Visualizer

Data Visualizer (DV) in Visio Plan 2 (Data | Create from Data | Create ) is great because it provides a way of automatically creating a diagram from data, but it also prevents some of the other data-linking features in Visio from being used. This is because DV wants to take control of the data in the shapes to provide refreshes from the data source or send updates to the data source. This can be very annoying if you use DV to create the initial layout, then you enhance this, so it looks just perfect, and then you just want to update some of the data without affecting the layout. DV may re-layout your carefully crafted diagram, even if there are no updates to the data that should do that. Also, you may want to integrate data from other sources that were not available or accessible to the table or query used for by Data Visualizer. This is when you may want to use Data | External Data | Custom Import which also provides a much greater number of data source types. In this article, you will learn how you can do this manually, or automate it with the help of a little VBA code (or similar).

In this example, I have used table of personnel that I have used before, but added an extra column, Shape Type, that simply has the value Rectangle, which is simply the name of a simple Master shape that I have added to my macro-enabled stencil, ExDataLinker.vssm.

  • tblOrgData for the structure
  • DV Step 1
  • DV Step 2
  • DV Step 3
  • DV Step 4
  • DV Basic Layout
  • DV Re-layed out with Data Graphics
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New Requirement for VBA Digital Signatures in Visio

Like most developers, I have to buy a new digital certificate every 3 years to sign my Visio add-ins and VBA projects. Usually that means verifying my bone fides, paying the fee and downloading the certificate, but security has been increased, and now, like everyone else, I have to use a USB key with it on (see Code signing changes in 2023 (digicert.com)). This requires the use of an application such as one from SafeNet that enables the signing of code. This is working for my Visio addins written with Visual Studio, but the VBA macros appeared to be signing until I tried to save the document. I was unable to save the document with the certificate applied:

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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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Highlighting dirty text in Visio shapes

I suppose I should explain what I mean by dirty text first 🙂

I often display the value of a Shape Data row in Visio text, but sometimes the solution requires that the value is also editable. This is ok if the client accepts that all editing is done with the Shape Data window or dialog, but not if the user more naturally wants to edit the text in the shape. In my current solution, I want to pass the manually edited text to another process for checking, and then only update the Shape Data row when validated or accepted, before re-setting the text with the inserted field. My first task was to spot with text had been manually overtyped, so I decided that checking the value of a new User-defined Cell, called IsDirty, was best, and then this value can be used to change the color of the text (or it could be the LineColor or FillForegnd) to make this value visible.

When Insert / Field is used in Visio, it creates a Text Fields section which can hold the reference to the inserted field.

If the text is manually overtyped, then the rows in the Text Fields section get deleted.

  • The Prop.Name Shape Data row inserted as a Field
  • Editing the Shape Data window dislays the value in the shape too
  • Editing the text deletes the inserted field
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Counting glued and connected shapes in Visio

I got a surprise in one of my projects when I counted the shapes glued together using the Shape.GluedShapes(…) method … the sum of the filtered glued shapes just didn’t add up to the unfiltered count. So, I thought I should check the Shape.ConnectedShapes(…) method too … and there is a scenario where that has a similar result.

In the following diagram, I have different coloured squares with connection points of different types at the centre of each edge (as denoted by the connection type numbers), and one under a control point in the bottom left corner. I have glued the ends of coloured connector lines, statically (Red and Black) and dynamically (Green), and glued the Purple Square directly to the Orange Square. The Blue Square shape is glued to a connection point on the green dynamic connector.

7 Shapes glued & connected in a variety of ways

I then ran some code to get the count of glued and connected shapes … and noticed some apparent discrepancies…

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