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Visio

Published on March 28, 2025 by David Parker

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.

[Read more…] about Merging Linked Data from Similar Tables

Filed Under: Excel, External Data, Shape Data, Visio Tagged With: Excel, External Data, Link Data to Shapes, Shape Data, Visio

Published on March 5, 2025 by David Parker

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.
[Read more…] about Smart Radio Buttons and Check Boxes in Visio

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

Published on March 1, 2025 by David Parker

Using Button Face Ids in Visio

Microsoft Visio desktop has the ability to display icons from a built-in list of Office icons on Actions and Action Tags (nee Smart Tags). These can be set in the ShapeSheet by using the desired number from several thousand in the ButtonFace cell. Although there is the ability to add better icons using code, the quick ShapeSheet formulas are useful way of indicating the purpose of a command. This article simply lists the first 3,600 of these fas a quick and easy reference for me, and othe ShapeSheet disigners out there!

  • Face Ids from 0001 to 0360
  • Face Ids from 0361 to 0720
  • Face Ids from 0721 to 1400
  • Face Ids from 1441 to 1800
  • Face Ids from 1801 to 2160
  • FaceI ds from 2161 to 2520
  • Face Ids from 2521 to 2880
  • Face Ids from 2881 to 3240
  • Face Ids from 3241 to 3600
[Read more…] about Using Button Face Ids in Visio

Filed Under: ShapeSheet Formulas, Uncategorized, Visio for Desktop Tagged With: ShapeSheet Functions, Visio

Published on January 13, 2025 by David Parker

Grid Snapping Revisited

I have previously tackled the subject of snapping to grids in Visio desktop (see https://bvisual.net/2018/06/19/really-snapping-to-grids-in-visio/ ) but a recent project required me to improve the example because it did not respond to all cursor arrow keys. The problem was that the previous solution could not understand which arrow key had been clicked, therefore it did not know if to reposition to the previous or next grid. The new ShapeSheet code solution can now respond to the correct arrow key … and all without any add-in. In addition, I also show how a Control point can be made to snap to a grid spacing, and how AutoConnect can be set to add the next shape at the right offset in both the horizontal and vertical directions.

Lastly, Microsoft released the web edition of Visio since the last article, and I demonstrate the difference behaviour of grid snapping between that and the desktop edition.

  • Set the Horizontal and Vertical Grid Spacing
  • Turn OFF Snap to Ruler subdivisions and Grid ON
  • Edit Space between Shapes for AutoConnect
[Read more…] about Grid Snapping Revisited

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

Published on October 7, 2024 by David Parker

How to migrate from Lucidchart to Visio

I am pleased to announce that I will be presenting a webinar on Thursday 10th October 2024 where I will be demonstrating how to convert many types of diagrams from Lucidchart to Visio, and keep their smartness. Over the 30 years that I have been using and developing solutions with Visio, I have seen many imitators come and go. Lucidchart, however, has carved out a niche over the years because it is available on Macs, whereas Visio only relatively recently became available in the web browser. Now that Microsoft provide a version of Visio as part of Microsoft 365, and more capable web versions for a subscription that is less than the equivalent Lucidchart cost. Moreover, Microsoft Visio Plan 2 has the ever popular Windows desktop edition that has many more features and can be used as a design studio for diagrams to be used in the web editions.

The following examples are conversions from Lucidchart to Visio Plan 1.

  • Org Chart
  • Configuration Management
  • Cluster Chart
  • AWS Web Application
  • Flow Chart
[Read more…] about How to migrate from Lucidchart to Visio

Filed Under: Visio for M365, Visio for Web, Visio Plan 1, Visio Plan 2 Tagged With: Lucidchart, Visio

Published on October 6, 2024 by David Parker

Setting Default Measurement Units in Visio Pages

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.

  • Page Units
  • Dimension Units
  • Page Scale
[Read more…] about Setting Default Measurement Units in Visio Pages

Filed Under: Floor Plans, Scale, Visio, Visio for Desktop Tagged With: Dimensions, Measuremnet Units, Scale, ShapeSheet Functions, Visio

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  • Merging Linked Data from Similar Tables
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  • Using Button Face Ids in Visio
  • Grid Snapping Revisited

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Recent posts

  • Fixing dimensions of 2D shapes
  • Merging Linked Data from Similar Tables
  • Smart Radio Buttons and Check Boxes in Visio
  • Using Button Face Ids in Visio
  • Grid Snapping Revisited

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