Temporary Fix for Data Refresh in #Visio Click-2-Run

Visio is an enormous application with literally millions of lines of code, so it is inevitable that bugs creep in for time to time, and can lay dormant .. until you really need it! Such an incident happened to me during a project for a large organisation where the latest and greatest build and versions are held up by the internal IT departments until they are sure that there is absolutely nothing hidden inside. In this project, I was given a laptop with Visio Pro for Office 365 to work with … not a problem, even though that moniker already told me that this was a seriously out of date edition, since it has been called Visio Online Plan 2 for quite a while. Anyway, I developed a solution that relies heavily on linked SharePoint lists and document libraries, using a view. The automatic name of these views are very verbose, so I consistently renamed them. Also, I had the same SharePoint Document library view linked more than once, so that I could link multiple rows to shapes, so renaming was, and is, absolutely essential. Several weeks went by, and my solution was working fine, until one day last week, my colleague told me that the Data / Refresh All was failing for him, and for other users. A review of his laptop showed that his Visio version had been updated to build 1708 from 1609 and the refresh was reverting the carefully renamed data recordsets back to the underlying SharePoint view name. My own personal laptop, not the client’s, is at build number 1808, so I will get the real fix from Microsoft soon via the normal channel updates for Click-to-Run.

DataRefreshNameError

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New book available for pre-order : Mastering Data Visualization with Microsoft Visio Professional 2016

I have a new book on Visio coming out in June called Mastering Data Visualization with Microsoft Visio Professional 2016. It covers the ins and outs of data with Visio!

Please visit http://bit.ly/1SeVfwW for more information.

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Packt Publishing are currently running a deal on my last book, Microsoft Visio 2013 Business Process Diagramming and Validation , until 12th April 2016:

 

Follow this link : 1LHNDwI

Dropping and Connecting Linked Data Shapes in Visio

I like linking data to shapes in Visio. It saves time in filling in Shape Data and adding text, or any Data Graphic to them. Basically I am lazy, and I also like to create macros for repetitive tasks, so in this blog I provide two macros to save the drudgery of two tasks I do so often:

  1. Dropping and data linking a number of items from an External Data recordset filtered by values in a column or columns
  2. Connecting shapes together following a parent-child relationship between Shape Data values

 

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