Visio is always improving but sometimes some functionality is hard to find, and gets forgotten about. For example, the Custom callout 1,2 and 3 masters on the Visio Extras \ Callouts stencil have been there for a few years, yet most users do not find them or realise what they can do. They provide the ability for a connected callout shape to display the values, and optional labels, of a target shape. This can be most useful for automatic annotations because they are always up to date. However, Visio recently introduced some new Callout shapes, but this ability is not there by default. In this blog, I show you how to add this useful feature to the new Callouts.
First, let’s look at the older Custom callout shapes, which automatically open a Configure Callout dialog when connected to another shape. This callout invites you to display selected Shape Data rows of the target shape: