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Visio for the desktop

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Co-authoring and Commenting with Visio Documents

Microsoft Visio can be used in the web browser and on the desktop, but there are several licensing options available, so which ones can be used concurrently whilst supporting co-authoring and commenting? This article tests the various scenarios but assumes that the Visio documents are stored in OneDrive for Business or SharePoint Online\Teams. The Microsoft article, Work together on Visio drawings, explains most of the scenarios, but does not clearly explain the scope of the Visio web licenses with respect to diagram types or customisations.

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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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Play Chess with Visio in Teams

[Update : a new version of this file allows Visio for M365 users to edit/play with see Making Custom Shapes for Visio for M365]

Following on from my last article about playing checkers with Visio in Teams, I decided that I should also revisit my earlier Visio chessboard to make it work in Visio online. I have implemented the ability to automatically reset the positions before a new game, and I have made a single chess piece shape that can be either colour or icon.

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Play Checkers with Visio in Teams

[Update : a new version of this file allows Visio for M365 users to edit/play with see Making Custom Shapes for Visio for M365]

We are all spending more time in Teams or SharePoint nowadays, but not everyone knows that Visio documents can now be shared and collaborated with, and even set as a Teams tab. I was trying to think of a suitable demonstration of the co-working and collaboration possibilities, and came up with a reworking of an earlier post about playing checkers with Visio. Since this previous document was made before Visio for the web, I made some enhancements that work just as well with Visio for desktop and Visio for the web. This article explains a few ShapeSheet customisations that can be developed in Visio for the desktop, but can then be used in Visio for the web. Notice how each player can see which piece was moved by their opponent because their initials are displayed, and this is expanded to the full name if the mouse cursor is hovered over them.

Two players co-working in Visio for the web
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