Alanna Torre
asked on
Visio Excel Integration
Hello, I would like to use Visio as a "sales automation tool". I will be reviewing floor plans with customers and want to create an interactive experience. The plans (which I already have) contain plotted assets that are currently stagnant and not connected to any data source... I would need each asset to have data linked to it, I assume via the serial number of the asset/SmartShapes. The cost of each item in the drawing would be retrieved from either Excel or an Access database and the TOTAL COST OF OWNERSHIP would appear on the drawing page in a table summed up.. As I "uncheck" assets, the total cost of ownership would update accordingly, providing the customer with updated costs should they remove specific devices.. The data part I can customize and insert..
...but... would anyone be interested in helping me with a high-level overview of what else I need to do? I have limited experience with Visio but am able to pick up any software rather quickly. Would this require more than Visio/Excel?
...but... would anyone be interested in helping me with a high-level overview of what else I need to do? I have limited experience with Visio but am able to pick up any software rather quickly. Would this require more than Visio/Excel?
ASKER
Okay, great. I will send those over in the morning.
Thank you!
Thank you!
Depending how you want the diagram to look, it might not be necessary to write VBA code for the "check" and "uncheck" functions. For example, you can use the Visio ShapeSheet to set "Action" menu entries for each object in the diagram. If an object is selected, the action menu would offer to deselect the object and vice versa.
One way to show that an object is deselected would be to set transparency to something -- 50%, 70% -- whatever makes the object recognizable but visibly different. All that can be done without VBA but will require learning about the Visio ShapeSheet. One useful reference for the latter is Part 1 of my Part 1 of my Becoming a Visio Power User course course at Microsoft Virtual Academy (MVA). Part 2 of the same course covers much of what you'll need to know about linking a diagram to data and then using Visio data graphics to visualize diagram data. Part 3 covers entry level VBA for Visio.
One way to show that an object is deselected would be to set transparency to something -- 50%, 70% -- whatever makes the object recognizable but visibly different. All that can be done without VBA but will require learning about the Visio ShapeSheet. One useful reference for the latter is Part 1 of my Part 1 of my Becoming a Visio Power User course course at Microsoft Virtual Academy (MVA). Part 2 of the same course covers much of what you'll need to know about linking a diagram to data and then using Visio data graphics to visualize diagram data. Part 3 covers entry level VBA for Visio.
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I'll have to download and install Visio from our Action Pack so I probably won't be able to help much today, but if you can mock up a sample visio and accompanying excel sheet and attach those I'd take a look at it tomorrow.