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Visio

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Docked Stencils in Visio for the Web

Visio desktop has multiple ways to specify the folder where docked stencils can be found, but, as far as I am aware, Visio for the Web only has one. I mostly create VSTO add-ins for Visio desktop, and I use Visio desktop as a studio for creating templates for Visio for the Web. Often, I leave the Document Stencil in the template open because users can then drag and drop from there, but when I create an installation with custom stencils then they normally go into the application folder, or a sub-folder of it. An alternative is to install them into the My Shapes folder in the users desktop Documents folder. These will appear in the Visio desktop UI. Also, there is the ability to set the Stencils folder using File | Options | Advanced | File Locations. Finally, the desktop edition will always first check the folder that the Visio document is in for any docked stencils. Visio for the Web does not have all these options, so how do you get any custom docked stencils to appear when you use Visio for the Web to edit a document?

  • Visio desktop with docked stencils
  • Visio web viewer
  • Visio for the web with missing stencils
  • Visio for the web with stencils
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Migrating from Lucidchart to Visio?

My fellow Visio MVP, Michel Laplane, and I recently converted and transformed 15k Lucidchart documents to Microsoft Visio for a large multi-national organization. This was approximately 4 years after they had moved from Visio to Lucidchart! I do not know the full reason behind these changes in technology, and I do not have a particular dislike of Lucidchart, but my passion is Visio, so I was willing to assist SohoDragon in this migration for their client. The Lucidchart application is solely a web-based diagramming system with the documents stored in AWS, so perhaps it does not fit easily within the corporate compliance architecture of Microsoft Azure, Teams and SharePoint. Microsoft Visio though has the same files for both the desktop and web editions, although there are some restrictions in the size and features of editing Visio document in the web. However, all the M365 users will have the ability to view and comment of the Visio documents that they have permission for. Visio Plan 1 or Plan 2 subscriptions will be required for editing the migrated documents because they have not been created with the templates provided in Visio for M365, and Visio documents which have any page with over a thousand shapes will currently only be editable in the Visio desktop edition. The Lucidchart documents needed to be audited, exported and transformed into Visio documents, and then uploaded to similar folders in SharePoint, where user permissions could be applied. We decided to use multiple secure Windows VMs to process the documents and then upload them to SharePoint before the VMs were deleted.

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A visual exploration of Penrose Tiling in Visio

Maybe it is because I used to be a building architect, but I have always been fascinated by the relationship between numbers and visualisations. Perhaps the most famous one is the Golden Ratio which has been used as the basis of many building designs and art pieces. It is often recognised to create a harmony that is universally understood, and is repeatedly found in nature, yet it all boils down to a simple ratio of about 1.618 … and is related to the Fibonacci Numbers. Roger Penrose (re-)discovered shapes based on the Golden Ratio can be arranged aperiodically on an infinite canvas without a repeating pattern. These Penrose Tiling shapes were developed into two groups (P2 and P3) each with two shapes.

There are rules about the arrangement to ensure that they do not fall into a repeatable series. These rules can be followed by ensuring that the ends of the arcs within each shape meet each other. The shapes can be used to try to create an aperiodic pattern of an infinite size, and then a timer can randomly change the colours. It’s a little festive fun!

  • Kites and Darts with Arcs
  • Kites and Darts without Arcs
  • Thick and Thin Rhombi with Arcs
  • Thick and Thin Rhombi without Arcs
  • Patterned Rhombi
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How SVG in Visio can cause a Shape.BoundingBox(…) error

I have used Visio’s Shape.BoundingBox(…) for many, many years and I cannot ever recall it failing, but I have now managed to create some shapes that cause it to error. This caused many hours of confusion, so I nearly abandoned using the method, until I discussed it with my fellow Visio MVP, John Goldsmith (see VisualSignals), and together we examined the cause. It came down to a badly formed sub-shape within the shape that had zero dimension … and in fact had an incomplete ShapeSheet. If you look at the screenshot below, then you may notice that there is no Shape Transform section! That is a mandatory section, and should always exist … so how did this happen?

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Post-Processing Paste from Clipboard in Visio

One of my current Visio VSTO add-in projects requires me to react to users pasting custom shapes in the Visio page from the clipboard. The process involves registering the ExitScope event and then checking the Clipboard contents. Initially, I was merely testing for a line in the DataObject that started with the word “Visio “, but then testing revealed that copying and pasting text from one shape to another was also getting processed, so then I added a further check that the line also finished with the word ” Shapes”. This works fine, but then I got to wonder if I could also post-process tables copied and pasted from Excel because the standard paste maintains font settings but omits the tabs and line feeds, making the text unusable without serious manual editing. This article explains how this can done.

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Jumping between Shapes in Visio

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!

  • Insert Field to display shape ID and Name
  • Hyperlink Sub-Address
  • Following a hyperlink
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