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Visio -- Linking data to shapes

Posted on 2014-02-05
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Last Modified: 2014-02-21
In the video below, a Visio MVP demonstrates how to link data to shapes (in Visio 2007).

https://www.youtube.com/watch?v=Wqh9voTlOso

I'm awaiting to get the license of 2010 (within next few days), so I wasn't able to follow all of the steps.   However, Visio 2003 (which I have) still has similar features... so I may be able to mimic some of these steps for testing purposes.

Now, in a 2nd video (by same MVP), it appears that the data "behind" the shape doesn't necessarily/automatically show up.    In this video (at ~ time 0:48), some reference is given to display the data... however, it doesn't actually provide the steps for doing so.

https://www.youtube.com/watch?v=ZSeLZ0ip_oI

So, my question is as follows:   In the example given (again, I'm working with 2003 for right now but soon will switch to Visio 2010), how can I actually display the four custom values in the shape (i.e., shape on canvas... not just in the shape's properties)?

Thanks in advance,
EEH
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Visio_Guy earned 500 total points
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Hi EEH,

A few hints for now.  Older versions of Visio have the Database Wizard add-on, which allows you to link data to shapes from external sources. It's actually better than the newer features, in that you can have two way links to and from Visio, although I've been told that it is a resource-intensive add-in...I don't remember the specifics. You'll find it under something like Tools > Add-ins > Visio Extras.

Also, once you have data in shape data fields ("Custom Properties" in Visio 2003, I think), you can display values in the text of a shape using Insert > Field.

Not a full explanation, but perhaps something to get you pointed in the right direction.
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