Microsoft Visio: define data position on master shape












0















I am very very beginner at Visio and I have been struggling days on something which is probably very basic.



I have a set of data defined in an excel file, this way:



Name,Age,City



Paul,23,Paris



Jacques,55,London



Thomas,67,New York


I am trying to create a master composed of 3 rectangles, one for the field "Name", one for "Age" and one for "City". Each rectangle is supposed to contain one of the field in the above file.



Then I would like to create shapes of this master populated with data when I import data from my excel file.



Preferably I would like to avoid using VBA.



Is this realistic with Visio? Can someone provide with a good method to realize this?



Edit



Maybe my question might be simplified as this one: is there a way to link the data of one SHAPE to another SHAPE?



In other words, I create a shape A and associate data (name, age) to it. Then I create a shape B, and I would like B's data to always be equal to A's data, e.g if I change A.name, B.name also changes.



I've tried many different manipulations without success.






microsoft-visio shapes master







share|improve this question





























    0















    I am very very beginner at Visio and I have been struggling days on something which is probably very basic.



    I have a set of data defined in an excel file, this way:



    Name,Age,City
    

    
Paul,23,Paris
    

    
Jacques,55,London
    

    
Thomas,67,New York


    I am trying to create a master composed of 3 rectangles, one for the field "Name", one for "Age" and one for "City". Each rectangle is supposed to contain one of the field in the above file.



    Then I would like to create shapes of this master populated with data when I import data from my excel file.



    Preferably I would like to avoid using VBA.



    Is this realistic with Visio? Can someone provide with a good method to realize this?



    Edit



    Maybe my question might be simplified as this one: is there a way to link the data of one SHAPE to another SHAPE?



    In other words, I create a shape A and associate data (name, age) to it. Then I create a shape B, and I would like B's data to always be equal to A's data, e.g if I change A.name, B.name also changes.



    I've tried many different manipulations without success.






    microsoft-visio shapes master







    share|improve this question



























      0












      0








      0








      I am very very beginner at Visio and I have been struggling days on something which is probably very basic.



      I have a set of data defined in an excel file, this way:



      Name,Age,City
      

      
Paul,23,Paris
      

      
Jacques,55,London
      

      
Thomas,67,New York


      I am trying to create a master composed of 3 rectangles, one for the field "Name", one for "Age" and one for "City". Each rectangle is supposed to contain one of the field in the above file.



      Then I would like to create shapes of this master populated with data when I import data from my excel file.



      Preferably I would like to avoid using VBA.



      Is this realistic with Visio? Can someone provide with a good method to realize this?



      Edit



      Maybe my question might be simplified as this one: is there a way to link the data of one SHAPE to another SHAPE?



      In other words, I create a shape A and associate data (name, age) to it. Then I create a shape B, and I would like B's data to always be equal to A's data, e.g if I change A.name, B.name also changes.



      I've tried many different manipulations without success.






      microsoft-visio shapes master







      share|improve this question
















      I am very very beginner at Visio and I have been struggling days on something which is probably very basic.



      I have a set of data defined in an excel file, this way:



      Name,Age,City
      

      
Paul,23,Paris
      

      
Jacques,55,London
      

      
Thomas,67,New York


      I am trying to create a master composed of 3 rectangles, one for the field "Name", one for "Age" and one for "City". Each rectangle is supposed to contain one of the field in the above file.



      Then I would like to create shapes of this master populated with data when I import data from my excel file.



      Preferably I would like to avoid using VBA.



      Is this realistic with Visio? Can someone provide with a good method to realize this?



      Edit



      Maybe my question might be simplified as this one: is there a way to link the data of one SHAPE to another SHAPE?



      In other words, I create a shape A and associate data (name, age) to it. Then I create a shape B, and I would like B's data to always be equal to A's data, e.g if I change A.name, B.name also changes.



      I've tried many different manipulations without success.






      microsoft-visio shapes master




      microsoft-visio shapes master






      share|improve this question















      share|improve this question













      share|improve this question




      share|improve this question








      edited Feb 7 at 5:38







      Ookami

















      asked Feb 4 at 6:00









      OokamiOokami

      12




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          1 Answer
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          I eventually followed this solution. Basically:




          • Group the shapes

          • Set the data for the group (not for an individual shape)

          • Open the "Open Group" editor (Right Click -> Group -> Open Group)

          • Use the "Insert" feature on each shape, but instead of "Shape Data", a Custom Formula is needed.


          The link above is very clear so I recommend it for people having the same issue.






          share|improve this answer























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            1 Answer
            1






            active

            oldest

            votes









            active

            oldest

            votes






            active

            oldest

            votes









            0














            I eventually followed this solution. Basically:




            • Group the shapes

            • Set the data for the group (not for an individual shape)

            • Open the "Open Group" editor (Right Click -> Group -> Open Group)

            • Use the "Insert" feature on each shape, but instead of "Shape Data", a Custom Formula is needed.


            The link above is very clear so I recommend it for people having the same issue.






            share|improve this answer




























              0














              I eventually followed this solution. Basically:




              • Group the shapes

              • Set the data for the group (not for an individual shape)

              • Open the "Open Group" editor (Right Click -> Group -> Open Group)

              • Use the "Insert" feature on each shape, but instead of "Shape Data", a Custom Formula is needed.


              The link above is very clear so I recommend it for people having the same issue.






              share|improve this answer


























                0












                0








                0







                I eventually followed this solution. Basically:




                • Group the shapes

                • Set the data for the group (not for an individual shape)

                • Open the "Open Group" editor (Right Click -> Group -> Open Group)

                • Use the "Insert" feature on each shape, but instead of "Shape Data", a Custom Formula is needed.


                The link above is very clear so I recommend it for people having the same issue.






                share|improve this answer













                I eventually followed this solution. Basically:




                • Group the shapes

                • Set the data for the group (not for an individual shape)

                • Open the "Open Group" editor (Right Click -> Group -> Open Group)

                • Use the "Insert" feature on each shape, but instead of "Shape Data", a Custom Formula is needed.


                The link above is very clear so I recommend it for people having the same issue.







                share|improve this answer












                share|improve this answer



                share|improve this answer










                answered Feb 8 at 2:39









                OokamiOokami

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