Tips for Visio Users

Send your questions and tips to us and your tip is printed in a future issue of Visions.eZine newsletter.


Visio books by Ralph Grabowski for just US$25 each (s&h incl.). Limited quantities of each title.
Send US$25 to PayPal (ralphg@xyzpress.com) or send cheque to Ralph Grabowski, PO Box 3053, Sumas WA, 98295-3053.

Learn Visio 2002
Learn Visio 2000
(there was no Visio 2001)

These two "Learn Visio" books are written in module style. Not meant to be read cover to cover, but instead pick a subject with which you are unfamiliar. Covers the broad range of Visio tasks, ranging from opening and saving diagrams, copying and pasting to and from the Clipboard, working with shapes, and advanced operations. 424 pages. Includes CD. Regularly US$29.95.

Learn to Diagram with Visio 2000

After an introduction to the Visio user interface, the remainder of the book provides tutorials for specific tasks in Visio: maps, calendars, businrss forms, flowcharts, organization charts, Gantt charts, network diagrams, office layouts, isometric diagrams, and working wioth CAD drawings. Includes review questions at at the end of each chapter. 248 pages. Includes CD. Reg. US$29.95.

Learn Visio 2000 for the Advanced User

This book is in three sections: (1) customizing Visio's user interface and toolbars; (2) understanding the ShapeSheet; and (3) linking shapes with database records, as well as creating Visio diagrams from coded text files. Meant to be read cover-to-cover! 376 pages. Includes CD. Regularly US$34.95.

These books are out-of-stock: "Learn Visio 4," Learn Visio 5," and "Learn Visio 5 for the Advanced User." Sorry!



17 May 00

Tip #33: Save It 2000
'Save It 2000' is an add-on that automatically saves all drawings open in Visio 2000 based on a user-defined interval. You can download this utility from http://www.visio.com/files/downloads/save it 2000.exe

Tip #32: Acronyms
Microsoft has a list of acronyms here: http://www.microsoft.com/HWDEV/acronym.htm

Tip #31: Hyperlinking VSD in Word
Q:
"I have a multi-page Visio 5.0 document, and I want to include these pages in different locations spread throughout a Word document, using Hyperlinks. However, when I link the file it always displays only the first page. When I view the Field command that produces the link, it looks like this: { LINK Visio.Drawing.5 "F:\\WHF_Data\\8413\\PMS_Schematics.vsd" "" \a \p }. The second set of quotes is ostensibly to specify the location of the document to include, but specifying a page name here doesn't seem to work. Any ideas?"
- Bill Finger

A: In Word, use the following format for the URL:
{HYPERLINK "\\path\filename.vsd" \l "Page-2"}
Replace Page-2 with whatever the name of the page is. I tested this in Visio 2000, and it works correctly. The problem may be that you are using Visio 5.x, which might not support specific page references.

Tip #30: Sources for IntelliCAD
Q:
"I heard somewhere that we can still get a copy of IntelliCAD 2000. Do you know if this is true, and if so, maybe it can read Visio Technical files?"
- Chris Policast

A: IntelliCAD 2000 is available from a variety of sources:

Official US distributor: http://www.bricsnet.com
Free download: http://www.cadopia.com
IntelliCAD Technical Consortium: http://www.intellicad.org

IntelliCAD does not, however, read Visio files.


3 May 00

Tip #29: Using Test Drive Diagrams
Q:
I am having a problem getting the full version of Visio 5.0 Professional to open files created with the Test Drive version of Visio 5.0 Professional. I have been using a trial version for a few weeks now and my new job has the full version and I want to use my old stencils etc. The error I receive is "An error (120) occurred during the action Open File. This file cannot be opened because it was created with a trial version of Visio." What is the best way to solve this problem?
- Mike Libby

A: You are out of the luck, sorry!. The Test Drive version uses a file format incompatible with the full version of Visio. There are, however, some workarounds. One workaround is to use the Ctrl+C and Ctrl+V commands to copy'n paste from one Visio to the other. Another is to export the Test Drive shapes in another vector file format (such as WMF), then import into the full version.

Tip #28: Finding the Master's Height and Shape
Q:
I'm writing a VBA macro for placing shapes from a stencil. I've created a stencil with several masters that I want to use in my drawings. I need to know the right size of the master shape (height and width) before I drop it on the page. I was looking for properties or methods in the Master object, but I couldn't find the proper one.
- Juan Valera

A: One way to do this is to add Custom Properties, which can display the master's height and width. One of the options for Custom Properties is the Ask option. This forces the master to display its Custom Properties dialog box, and allow adjustment before dropping on the page.

Tip #27: Accessing Height and Shape via VBA
Q:
Thank you for answering the question. In fact, I am looking for a way of accessing the width and height of a master shape from VBA.

A: To get the width and height of a Master, you need to look at the cells of the topmost shape in the Master. A Master can contain more than one shape, which, if not grouped already, will be on drop. If a Master contains shapes that are not grouped, then you will need to use the BoundingBox method of the selection of shapes in the Master.
- David J Parker, http://www.visimation.co.uk

Tip #26: Removing Unused Shapes from a Stencil
The local stencil stores master shapes, including those master shapes that have been deleted from the drawing page. Therefore, unused master shapes can take up unnecessary disk space, and removing them reduces the file size of your diagram. To remove unused master shapes from the active drawing's local stencil, you can download and run the CleanIt utility from http://www.visio.com/files/downloads/cleanit2.zip
- Microsoft Support


19 Apr 00

Tip #25: DWG Translation Solutions
Q:
In the last issue, Adam Stone experiencd some problems importing AutoCAD drawings into Visio 2000. Neil Currie wrote to suggest the following:

A: If you cannot see the AutoCAD drawing in Visio, use the File | SaveAs | DXF command in AutoCAD to save the drawing as a DXF file.

With respect to the problem of changing the CAD entity colours in Visio2000: If the CAD drawing is done properly (ie. color BYLAYER and linetype BYLAYER) and blocks created on Layer 0, then there should be no problems. I simply insert the drawing, select the CAD graphic and the double click to get the Properties, then click on the Layer tab and start changing. Works every time.
- Neil Currie

Tip #24: Viewing Invisible Custom Properties
Q:
"I stumbled across your Web site while looking for information about using Visio. I have to admit to being pretty disappointed in the over all lack of sites with good technical content for this program. I was glad to find your site, even though it did not contain the information I was looking for. Which brings me to my question....
"Using Visio 5.0c, I am creating a document which contains four pages, one for each floor of a four-story building. I am using an imported CAD drawing as the underlying, non-editable layer, and then dropping computer master shapes on another layer. The masters are linked to an Access database. The idea is to provide a pictorial representation of computer inventory. After much reading and poking, I have everything working pretty much the way I want with one exception (which I thought would be the easiest).
"Each computer shape correctly contains the information, which is accessible from within its custom property sheet. However, I also want it to display its inventory number as a label, which is always visible. I'll be darned if I can figure it out. I've reviewed the help files, the accompanying booklet, and even looked at some sample files within Visio which appear to do what I want, but even then I can't figure out how they were put together. Any suggestions?"
- David Tison

A: There is a toggle in the object's ShapeSheet that will help you. Here is how to turn it on:

1. Select the object, then from the menu select Window | Show ShapeSheet.
2. Look for a section called Custom Properties; you may need to scroll down. (If the section is not "open", click the Custom Properties title bar to open.)
3. In the Custom Properties section, you should see one row for each custom property. Scan along the headers for Invisible.
4. Change the value to 0, which makes the property visible.


5 Apr 00

Tip #23: DWG Translation
Q:
"We have been fighting with these issues ever since we switched to V2K. We did not have these problems in Visio 5.0:
1. Why does Visio only want to import in the current view of a CAD drawing?
2. What is the correct way to import a CAD drawing?
3. How can we maintain scale and placement of Visio objects when saved as a CAD drawing?
4. How can a user change the color of a CAD drawing within Visio?"
- Adam Stone

A: 1. It could be argued that this is a feature. This lets the Visio display a small portion of the drawing. I supposed Visio tech support would say, "Zoom Extents before saving."

2. Two ways: File | Open (as a new drawing) and Insert | CAD Drawing (into an existing drawing). There is a third way: In AutoCAD, copy the drawing to the Clipboard; in Visio, use Paste Special to
paste the drawing in Picture format. Then, use the Ungroup command to "explode" the drawing into individual Visio objects. This method works well for small drawings, but is painfully slow for drawings like
yours (takes like half-an-hour to explode).
The scale options are only important if you plan to add Visio shapes to the drawing. This ensures that the scale of the shapes matches the scale of the drawing.

3. I don't think you can. Remember that Visio is for diagramming, not accurate CAD work. I have had difficulty with diagrams created in Visio, then pasted as a WMF file in, say, PageMaker or Word. The
text, for example, doesn't end up in the placement as I expect. OTOH, the scale problem may be related to the difference in scale between the AutoCAD drawing and the Visio shapes that get added.
Something to play around with.

4. Hmmm... you're right. I can't change colors. I can, however, change lineweights and visibility of the CAD layers in Visio.

 

Tip #22: Visio Translation
Q:
"When I try to import a Visio 2000 drawing into Actrix Technical 2000, Actrix appears to stall, then complains 'Failed to open document.' Why can't Actrix open the VSD file?"
- Ron Green

A: There are two reasons why Actrix can fail to open a Visio drawing: (1) Visio 5.x or Visio 2000 must be installed on the computer; and (2) the drawing must not be open in Visio to convert it to Actrix. Closing the drawing in Visio allows Actrix to convert it.


22 Mar 00

Tip #21: Opening VSD Files
Q:
"When starting Visio Technical 5.0c, the opening menu defaults to "Choosing a Drawing Template" and file types of *.vst. Can this behavior be changed to ask for another file type such as *.vsd or *.vs*? How?"
- Ralph Youngs

A: The easiest way is to double-click the VSD file in File Explorer. This launches Visio with the drawing. Visio 2000 has a completely new Startup interface, giving you the choice between starting with a drawing or a template.
VST - Visio template file
VSD - Visio drawing file
VSS - Visio stencil file

Tip #20: Converting to PalmPilot Format
Q:
Do you know of any software that can convert a Visio drawing to be viewable on a Palm Pilot? I have tried converting the flowchart file to gif, jpg, pcx, dib. Either the resulting file is too large to fit onto the Palm Pilot or the image turns into hundreds of dots. Can you offer some suggestion so that I do not have to recreate the drawing in another application? This problem is specific to the flowchart format. I have been able to convert other drawings that use stock images such as the add-on server images.
- Anna Junglas

A: The problem is that the Pilot's resolution is 160x160 pixels, although there is software that lets you see a 160x160 window into a larger image. Search the http://www.pilotgear.com Web site for converters and image viewers. Hve you tried a vector format, like WMF? The solution may be coming soon. Adobe has announced it is porting Acrobat to the Pilot.


8 Mar 00

Tip #19: Drawing at an Angle
Q:
"The company I just started working for uses Visio 5 for preparing charts and displays. I would like to use it to do plot plans and design work for assemblies we need to get fabricated. My problem is that I do not find any way to draw a line to a pre-determined length and/or a given angle. Please let me know what I am missing."
- Graham Yancolowitz

A: In Visio 5, you can constrain the angle to 45-degree increments. Hold down the Shift key while drawing the line.
You can also use Visio's snap to draw the line to specific points on the screen -- such as the grid, ruler subdivisions, guides, etc. From the menu bar, select Tools | Snap & Glue.
To place a line with a precise length and angle is not as easy. You need to draw the line, then use the Shape | Size & Position dialog box to adjust.

Visio 2000 is a bit different. It has the View | Windows | Size & Position window, which is non-modal (it can always be displayed as you are drawing). It displays the Begin X, Begin Y, End X, End Y, Length, Angle, and Height of the selected object.

 

Tip #18: Adding Custom Properties
Q:
"I'm trying to assign the custom properties to them as per module 34 of your book. Each time I try to add a property, it tells me no custom properties exist. (Just as your book warned). I then tried using the custom properties editor. I go through all of the components and attempt to assign names, values, etc. When I try and run it though, it tells me 'serious problems have occurred' or something to that effect. "My question is then, how can I assign values to these objects so that the Property Reporting Macro can serve my needs? I.E., Number of each component used, cost, total cost, etc. Thanks again for all your help."
- Mike Walsh

A: Here, an upgrade to Visio 2000 would help, since it overcomes that problem. The first time you attempt to access the Custom Properties command (on a shape that has none), Visio asks if you want to create a new Custom Properties, then goes into the newly renovated dialog box.
You can also assign custom properties via the ShapeSheet (the custom properties wizard is simply a shell that fiddles with the ShapeSheet). Here are the basic steps:

1. Select the shape.
2. From the menu, select Window | Show ShapeSheet
3. In the ShapeSheet window, right-click and select Insert Section
4. In the dialog box, select Custom Properties, and click OK. Notice that a new section, called Custom Properties, is added.
5. Click a cell in the row, then press F1 to display help specific to this cell. Briefly:

Label: Describes the property in the Custom Properties dialog box.
Prompt: The prompt wording.
Type: Specifies the type of data, via a code number 0 - 7.
Format: Specifies the format of the data; can get quite complex, if you want, involving list boxes, etc.
Value: Default values; gets overwritten by user's input.
SortKey: If shape has more than one custom property, determines the order in which they appear in the dialog box.
Invisible: Hides the custom property from the user.
Ask: Displays the Custom Property dialog box when shape is dragged from stencil to page.


23 Feb 00

Tip #17: Intellimouse Support
Visio 2000 supports the following IntelliMouse actions:

Roll -- Vertical scroll
Shift+roll -- Horizontal scroll
Ctrl+roll -- Zoom
Click+drag -- Pan

Tip #16: Visio Button
In the last issue, we received an incomplete answer from Visio tech support (tip #14). The question was how to get back the Visio button on the toolbars of Word, etc.

Run the Insert Visio Buttons.exe program found in in the \Visio\System\Custom folder. This little program installs a Visio button on the toolbars of Word 95, 97, and 2000; Excel 95, 97, and 2000; and PowerPoint 2000. Click the button to embed a Visio drawing in the document. The button acts as a shortcut to using the Insert | Object command and its options.


9 Feb 00

Tip #15: Visio 2000 Conflicts wtih Office 2000

Q: "There seems to be a conflict with Office 2000 with Visio 2000. Once installed, a change has occurred in Office 2000. The "shortcut toolbar" no longer opens when the system is booted up and cannot be changed to do so. The only way to place it on the desktop is to manually click on the icon. Is there a patch that addresses this bug?"
- J. R. Anderson

A: "Yeah, the answer for it is in the readme. There is a separate EXE to run in order to get the buttons again."
- Visio Tech Support

Tip #14: Outputting Visio Drawings for Typesetting

Q: "I have received two sample graphics from an author. The graphics were created in Visio 5, and exported as EPS. The graphics import into FrameMaker just fine. However, only stray pieces of the first graphic print. The second graphic won't print at all, and I get an "undefined" PostScript error when I try to print it. Is there something else we should be aware of when trying to use Visio EPS graphics in a high-end publishing/imagsetter environment?"
- Syd Brown

A: EPS is tricky, and I tend to avoid it. I would recommend that the author export his Visio drawings in WMF format, instead. Let me know how that works out.

"Service bureaus and high-end imagesetter printers usually grumble at us when we use WMF because they sometimes do really ugly things in Mac-based and other high-res PostScript systems. I think I'll fall back and regroup and ask for 300 dpi TIFFs instead." -- S.B.

Simos Xenitellis discovered a number of tips for dealing with Visio's flawing EPS export at http://www.cs.uq.oz.au/~emmerik/visioeps.html


26 Jan 00

Tip #13: Importing LT Drawings into Visio

Q: At our firm, we use AutoCAD LT, of which the majority of our floor plans are currently located. Some of use also use Visio 4.0, but are not proficient; it is being used because it can be Fox Pro.
 From what I understand, Visio Technical can import AutoCAD files. If this is the case, then a lot of time can be saved by not having to redraw these. My questions then are:
1) Can Visio 4.0 read Visio Tech files?
2) Can Access utilize Visio?
3) From what I have told you do you think we can get by with Visio 4.0?
     -- Brian Miner

A: Can Visio 4.0 read Visio Tech files? Yes. All versions of Visio (Standard, Technical, Professional, and Enterprise) can read each other's files of the same version. Visio 4.0 cannot directly read files created by Visio 5.0. Instead, you need to use Visio 5.0 to save the drawing in v4 format. Some data, however, may be lost.
 The situation of having AutoCAD drawings in Visio Technical is not simple. There are two ways you can display an AutoCAD drawing:
(1) actually translate AutoCAD drawing entities into Visio entities.
(2) import an image of the AutoCAD drawing. The drawing is uneditable, but you can place Visio shapes overtop the AutoCAD drawing.

Can Access utilize Visio? Yes, Visio can link with ODBC databases, such as Access.

From what I have told you do you think we can get by with Visio 4.0? I would recommend upgrading to Visio Technical 2000 since it has a vastly improved ability to import AutoCAD drawings, and I find it much easier to use than earlier versions of Visio.
 
 

Tip #12:Creating and Saving Custom Shapes

Q: I am trying to create custom shapes and save them for future use. How does one go about this? I've tried using Shape Explorer, and even manually creating them within the drawing, but I can't seem to find where to save them.
     - Mike Walsh

A: To create a new stencil:

    1. From the menu bar, select File | Stencils | Blank Stencil. Notice that Visio opens a blank stencil (the green window).
    2. Create your shapes and drag them into the stencil. When in a stencil, the shape is called a "master."
    3. You can right-click the master to change its properties, such as give it a different name, edit the icon, and even edit the master itself.
    4. When done creating masters, save the stencil with File | Save As, and give the stencil file (VSS) a name.

You can now open the stencil like any other. The tricky part is when you want to open the stencil to add more masters. Visio normally opens the stencil as read-only, which means you cannot add masters. Here's what to do:
    From the menu bar, select File | Stencils | Open Stencil. Select the VSS file; in the dialog box, notice the Open section: select either Original or Copy to open the original VSS file or make to work with a copy of the VSS file.
 
 

Tip #11: Assigning Spacing Attributes

Q: If I can indeed save these shapes for future use, can I assign them spacing attributes? I am trying to create a flooring panel that is a component of a low profile, raised floor for data, power, and telephony cabling. When I put the panel down in Visio, I would like it to automatically space the next panel put down to create this same cable trench.
     - Mike Walsh

A: You can space the panels in Visio via the alignment box. Here is an example:
     Draw a circle. Notice that the circle is surrounded by a dotted square. This is the alignment box. While it usually encompasses the shape, it need not. You can make the alignment box larger than the shape, which gives you the spacing you are looking for.
     How to change the alignment box? This gets a bit tricky, since you have to edit the ShapeSheet. To see the ShapeSheet, select from the menu Window | Show ShapeSheet. The geometry of the circle is defined in the Geometry 1 section, while the alignment box is defined in the Shape Transform section. You need to work out the math to make the spacing.      There are alternative methods. In the Tools menu, check out the following items:

Tip #10: Calculating the Number of Components

Q: This one's a real big IF: if I am able to create and save all these components of the flooring, can Visio be automated to the point of calculating the amount of components needed? Can I simply click within this space and have Visio both layout the components and tally how many of each were needed for the installation?
     - Mike Walsh

A: You can try the Property Reporting Wizard to calculate the quantity of components. You find this in Tools | Macros | Visio Extras | Property Reporting Wizard. isio Technical has additional tools that might be useful to you. Or, if necessary, a VBA program might have to be written.



12 Jan 00

Tip #9: Faulty IGES File Dates

Many products put ** in IGES header as the year 2000. Most applications don't notice the bogus date. This is in addition to the Y2K problem, he has found that many popular CAD/CAM product export IGES files with an incorrectly formatted header dates. A utility at www.opennurbs.com fixes IGES v5.2 files, changing dates formatted as '14Hyyymmdd.hhnnss' to the correct format '13Hyymmdd.hhnnss'. For more details, see section 2.2.4.2 of the IGES 5.2 spec. Visio 2000 correctly generates the date when exporting a diagram in IGES format.
     - Bob McNeel
 

Tip #8: DLL Heck

Q: At least once or twice a day during a save or exit routine in Visio 5.0, I receive the following message: "VISIO32 caused an invalid page fault in module KERNEL32.DLL at 0137: bff9a5d0."  In spite of the error message, I am not aware of any harm or difference in the Visio drawing files. It would be nice if someone could summarize or otherwise explain the DLLs within Visio. A good start would be an explanation and purpose of KERNEL32.DLL.
     - Dean Wilson

A: Sorry, I cannot help you because DLL errors are due to a fundamental flaw in Windows. DLLs (dynamic Link libraries) were meant to make the life of programmers easier, by allowing the use of shared code. For example, one DLL determines the elements of the user interface. Change the DLL, and the user interface for all Windows programs changes.
     While this is convenient for programmers, it is inconvenient for the user. The fundamental drawback to DLLs is 'version control.' Here is an example: Microsoft writes a DLL, which inevitably contains bugs; application programmers figure out workarounds. Microsoft issues a new version of the DLL, which fixes the bugs (but usually introduces new bugs). The programmers' workarounds clash with the new DLL -- and crash the software or sometimes the computer.
     It has been said that the #1 reason for Window crashing is due to the clash of DLL versions. The problem has become so bad that even components of Microsoft Office (Word, PowerPoint, etc) use different versions of the same DLLs!



15 Dec 99

Tip #7: Visio 2000 Technical Edition has problem with files created by Visio 5+ Technical. Large files, 4MB and larger, created by Visio 2000 Technical will not save back in Visio 5 format. Visio tech support can repeat the problem, but has no fix for it. For now they are recommending to "not use Visio 2000 Technical with Visio 5+ files. Use Visio 5+ with Visio 5+ files, and Visio 2000 with Visio 2ooo files."
     - Jaroslaw Slabinski

Tip #6: When I used Visio 5 with the HP755CM color plotter, the print preview would bear no resemblance to the actual printed copy. For example, a 17-foot drawing that looks perfect in the preview prints as a 5-foot drawing (centered) in 17 feet of otherwise blank paper.

After downloading the latest HP driver (v4.2.2) for the HP DesignJet Model 755CM color plotter, I resolved all issues for Visio drawing and paper sizes, for print preview and for printing. An HP DesignJet gentleman in customer support did a marvelous job of coaching me on some subtleties of working with the plotter, at no charge.
     - Harold Wilson


1 Dec 99

Tip #5: Zoom with the Mouse

Visio lets you zoom without chasing toolbar icons. To zoom in, hold Ctrl+Shift, and left-click. To zoom out, hold Ctrl+Shift and
right-click. The zoom is centered on the selected object.
    - Joe Stoddard

Tip #4: Nudge with Arrow Keys

Visio 2000 lets you "nudge" objects into position. Select the object, and use the keyboard arrow keys to precisely adjust the
object's position.
    - Joe Stoddard

Tip #3: Pan with Arrow Keys

Visio lets you pan around the screen. When nothing is selected, use the arrow keys. (If an object is selected onscreen, hold down
the Ctrl key while using the arrow keys to move around the drawing.)
    - Joe Stoddard
 


17 Nov 99

Does Visio Link with Databases?

Tip #1: Visio's Flowchart Capabilities

Q: I am looking to purchase a flowchart and business process software package for the group I work in. I have narrowed my search down to Visio 5.0 and Flowcharter 7.0. Surfing the net, I was able to come up with a very limited article in PC Magazine comparing the two, but it is dated back in March of 1997. I am wondering if Visio had the capability to do the following:
     Can you link a flowchart to, let's say, an Access database or Excel spreadsheet, and have the flowchart automatically change as you make a data entry? Flowcharter (Igrafx Professional) seems to only be able to do this if you have Visual Basic Programming.
     - Leslie Dorward

A: Yes, Visio provides a database wizard that helps you set up the links between the drawing and any ODBC database, including Access and Excel. No programming is required. In Visio 5, from the menu select Tools | Macros | Database | Database Wizard.


Tip #2: Database Features in Standard Edition

Q: Is this in Visio Professional only? I was under the impression that the "Create DB Wizard" and "Network DB" were available in Pro, and that the "DB Connectivity Wizard" is included in Standard. Would you suggest Pro or Std for this function in general?
     - LD

A: The DB Connectivity wizard helps you connect rows in a database file with shapes in a Visio drawing. Once the connection is made, changes in Visio or the database are reflected in the other. I would start with Standard (since it is cheaper), then, if necessary, upgrade to Pro, or even Visio Enterprise.


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