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Visio

Published on January 7, 2024 by David Parker

Custom Color Themes in Visio?

I was recently looking into custom color themes for corporate branding in desktop Microsoft Visio and became re-aware how different Visio still is from the rest of the Microsoft Office applications. A Visio page or document does not need to have any theme applied, but the documents of the other Office applications always have a theme. This means that custom theme colors are not available in Visio until a theme is selected, because custom theme colors rare a variation of a theme. This should not be necessary all the time, so I tried to produce a way of having an approved swatch of colours in a document, from which the individual colors can be copied.

[Read more…] about Custom Color Themes in Visio?

Filed Under: Color, ShapeSheet Formulas, Visio Tagged With: Color, Visio

Published on November 29, 2023 by David Parker

When is a Visio Callout not a Callout?

I have been a Visio user/developer since the mid-1990’s and seen the word “callout” used as part of the name of many master shapes in Visio. The images below show five ways that the term “callout” has been applied to the name of Visio master shapes. Generally, each evolution has been an advance on the previous ones, or have becoome specialised for their usage … until Microsoft made “callout” shapes available in Visio web editions. These are not an advance in evolution, but are a radical regression, and in my opinion, quite unnecessarily basic, and extremely frustrating.

  • The original Callout shapes
  • The Custom Callout shapes
  • The Data Graphic Text Callouts
  • The Structured Diagram Callouts
  • Visio Web Callouts
[Read more…] about When is a Visio Callout not a Callout?

Filed Under: Callouts, Shape Data, ShapeSheet Formulas Tagged With: Callouts, Text Callouts, Visio, Visio Online

Published on September 28, 2023 by David Parker

Moving Phases/Separators in Visio Cross-Functional Flowcharts?

I use Visio Cross-Functional Flowcharts a lot, but there is one thing that really bugs me … you can move function bands\swimlanes around, but you can’t move the phases\separators in the same way. The phases/separators are containers just like the function bands\swimlanes, so why can’t I move them? Actually, it is quite understandable when you realise what is actually going on … both are contained within the Cross-Functional Flowchart (CFF) shape, but there are list containers between each band and the parent CFF shape.

  • CFF Container shape
  • Function band\Swimlane List shape
  • Swimlane shape
  • Phase List shape
  • Phase\Separator shape
[Read more…] about Moving Phases/Separators in Visio Cross-Functional Flowcharts?

Filed Under: Containers, Lists, Process Flows, Visio Tagged With: Flowcharts, Processes, Visio

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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