Post on 23-Dec-2015
www.bVisual.net
VISUALIZING DATA WITH MICROSOFT OFFICE VISIO 2007
Smart Diagrams for IT ProsDavid Parker, bVisual ltd
www.bVisual.net
Business Data Visualised
www.bVisual.net
Who am I? Microsoft MVP (Visio) Microsoft MCP (Visio, SQL)
Pre-Microsoft acquisition Visio Business Partner, 1996-8 Speaker at Visio Conferences 1997 &1998 Started bVisual in 1998
Post-Microsoft acquisition Microsoft Visio Solution Provider since 1999 Speaker at Microsoft Office Visio Conferences 2006 & 2008 Visio Solution Provider Training for Microsoft EMEA
Visualizing Information with Microsoft Office Visio 2007 McGraw-Hill, 2007• http://www.visualizinginformation.com
DataLegends – Visio add-in to add Data Graphic legends• http://www.visiotoolbox.com/productdetail.aspx?productid=9
WBS Modeler for Visio and Project www.wbsmodeler.com
Visio Blog• http://bvisual.spaces.live.com/
www.bVisual.net
Book contents
1. Review of Basics 2. Shape Data and User Defined Cells 3. Linking Data to Shapes 4. Connecting Items to Each Other 5. Summarizing Information with PivotDiagrams 6. Database Wizard 7. Using Data Graphics to Reinforce Information 8. Using Smart Tags and Actions 9. Creating Reports 10. Themes, Backgrounds, Borders, and Titles 11. Creating Custom Templates, Stencils, and Masters 12. Reviewers’ Comments 13. Preparing for Publication 14. Using Code to Enhance Functionality 15. Document Management and Security 16. Scenarios17. Epilogue
www.bVisual.net
Microsoft Office Visio 2007
Visualise complex information to better understand it
Analyse information to identify trends and issues and act on them
Communicate using diagrams that can be shared with a broad audience
Customise and extend Office Visio 2007 programmatically to fit customised needs
www.bVisual.net
Microsoft Visio 2007 - Start• Templates in Categories
• Some templates load Add-ons
www.bVisual.net
Microsoft Office Visio 2007 Editions
Standalone Editions Office Visio 2007 Standard
Database wizard Office Visio 2007 Professional
Data connectivity (new) Database reverse engineering UML models
Visual Studio 2005 Enterprise Architect Visio 2003 Enterprise Architect
Database forward engineering UML code generation
www.bVisual.net
Microsoft Visio 2007 files
Drawing, Template and Stencil files Binary (*.vsd, *.vst, *.vss) XML (*.vdx, *.vtx, *.vsx)
XML files 7-10 larger than binary Not yet a zip file (like the big three Office 2007
applications) with sub-folders and files Files compatible with Visio 2003
Unless using new ShapeSheet formulae
www.bVisual.net
Data Features in Visio
Visio Drawing
Graphics
Data Source
WebBrowser
Prints
Reports
Import Link Display> > > Communicate
Data
Shape
www.bVisual.net
Pre-Microsoft Office Visio 2007
Custom Properties Definable cells in each shape to hold data Limited data typing Some Masters delivered with them
Database Wizard Copies data to/from data source fields to
shape cells Only one data source per shape Uses ODBC Read and Write (optional) Refresh on demand
www.bVisual.net
Microsoft Office Visio 2007
Shape Data Renamed from Custom Properties
Link Data to Shapes Multiple data sources per shape Read only Uses Office Data Connections (*.odc files)
PivotDiagrams Diagrammatic version of PivotTables (but slower) Uses Office Data Connections (*.odc files)
Data Graphics Data sensitive text and graphics on shapes
www.bVisual.net
IT Pro Visio Add-ins
www.bVisual.net
Microsoft Active Directory Topology Diagrammer
The Microsoft Active Directory Topology Diagrammer reads an Active Directory configuration using ActiveX Data Objects (ADO), and then automatically generates a Visio diagram of your Active Directory and /or your Exchange 200x Server topology. The diagrams include domains, sites, servers, administrative groups, routing groups and connectors and can be changed manually in Visio if needed. http://www.microsoft.com/downloads/details.a
spx?FamilyID=cb42fc06-50c7-47ed-a65c-862661742764&DisplayLang=en
www.bVisual.net
Microsoft Office Visio 2007 WBS Modeler
The Microsoft Office Visio 2007 WBS Modeler improves the project planning process by generating Project Plans from a Work Breakdown Structure (WBS) using a graphical representation of elements. http://www.microsoft.com/downloads/details.a
spx?FamilyID=34c28a49-e14c-4a7d-8d49-90061fe08ab4&DisplayLang=en
www.bVisual.net
Microsoft Office Visio Stencil Containing Shapes for Microsoft Exchange Server 2007
This download contains a Microsoft Office Visio stencil with shapes for Microsoft Exchange Server 2007. http://www.microsoft.com/downloads/details.a
spx?FamilyID=45f7ea49-ceb2-4b04-8d46-2b0ae5e10694&DisplayLang=en
www.bVisual.net
Office Communications Server 2007 Visio stencil
The Office Communications Server 2007 Visio stencil contains icons for Office Communications Server 2007 server roles and components. http://www.microsoft.com/downloads/details.a
spx?FamilyID=543705f6-d02a-436e-8b34-5c796550022a&DisplayLang=en
www.bVisual.net
Microsoft SQL Server 2005 Data Mining Add-ins for Microsoft Office 2007
Download SQL Server 2005 Data Mining Add-ins for Office 2007. This package includes two add-ins for Microsoft Office Excel 2007 (Table Analysis Tools and Data Mining Client) and one add-in for Microsoft Office Visio 2007 (Data Mining Templates). http://www.microsoft.com/downloads/details.a
spx?FamilyID=7c76e8df-8674-4c3b-a99b-55b17f3c4c51&DisplayLang=en
www.bVisual.net
Visio 2007 Connector for Microsoft Baseline Security Analyzer (MBSA) 2.1
The Microsoft Office Visio 2007 Connector for Microsoft Baseline Security Analyzer (MBSA) lets you view the results of an MBSA scan in a clear, comprehensive Microsoft Office Visio 2007 network diagram. http://www.microsoft.com/downloads/details.a
spx?FamilyID=95e0f821-9c2c-4287-9157-49c1205e08ef&DisplayLang=en
www.bVisual.net
Microsoft Office Visio 2007 Pro SCOM & SCCM Connectors
Download the Visio add in and the web server component to connect and generate datasets to connect to your existing diagrams or auto generate your diagrams for your infrastructure monitoring needs. See your data from OpsManager and ConfigManager live in Visio diagrams. http://
www.microsoft.com/downloads/details.aspx?FamilyID=521b3884-1eda-4b9d-8ad7-67d00fe9ce8a&displaylang=en&Hash=t8clem7dZDwimL32n1JJsW%2frz%2f2dGTAaQeI1XI0IKF1DiXbdjTA5pm4gnKEc%2f%2foFUtJ%2fxHHUyj2Rsp6G6YUkYw%3d%3d
www.bVisual.net
Other IT Pro Stencil Sources
Start at VisioCafe www.visio.cafe.com
www.bVisual.net
Shape Data
Any shape can have Shape Data
www.bVisual.net
Database Wizard
Been around since 1996 Uses ODBC data sources - Read and/or
Write Single link per shape - Refresh on
demand
www.bVisual.net
Database Wizard - Setting up a Linked Master
www.bVisual.net
Database Wizard – Adding Linked Shapes
Drag and drop shapes Select record Data imported
www.bVisual.net
Database Wizard – Creating a drawing from a table
www.bVisual.net
Database Wizard – Table/view shapes added
Same Master used for whole table/view Shapes added to page
www.bVisual.net
Link Data to Shapes
Data / Link Data to Shapes…
www.bVisual.net
Data Connection Wizard
www.bVisual.net
External Data – Column Settings
Right mouse menu in External Data Window
Name data columns to match Shape Data labels
www.bVisual.net
Linking Data to Shapes from External Data Window
Select a Master – Drag data row(s) Select a Shape – Drag a data row onto it Shape Data key field(s) contain values -
AutoLink
www.bVisual.net
External Data on shapes
Basic Data Graphics usually added by default
www.bVisual.net
External Data - Configuration
• Right mouse menu
www.bVisual.net
PivotDiagrams
Either File / New /Business / PivotDiagram Or Data / Insert PivotDiagram… Create a new connection or use an
existing one
www.bVisual.net
Data Selector – Columns and Rows
www.bVisual.net
PivotDiagram – Initial appearance
Total Pivot Node automatically added at the top left of page
www.bVisual.net
PivotDiagram - Breakdown
Breakdown data into Categories Sort Merge Promote Collapse
www.bVisual.net
PivotDiagrams – Apply Shape
Uses Master from any stencil to reinforce node type
www.bVisual.net
PivotDiagrams – Analysis Services
Import Cubes or Perspectives
www.bVisual.net
Data Graphics
Text Data Bar Icon Set Color By Value
www.bVisual.net
Data Graphic - Text
Text values, with optional label
www.bVisual.net
Data Graphic – Data Bar
Variable size depending on data value
www.bVisual.net
Data Graphic – Icon Set
Maximum of 5 icons per set, specify values for icon display
www.bVisual.net
Data Graphic – Color By Value
Colours can be customised
www.bVisual.net
Customisation
Legends for Icon Sets & Color By Value
www.bVisual.net
Visio Development Platform
Vis
io V
iew
er
Vis
ioD
raw
ings
Dat
a D
iagr
amm
ing
ML
SaveAs
Web
Visio Engine
Vis
io S
DK
Sha
peS
tudi
oTo
ols
& W
izar
dsS
ampl
e co
de
ShapeSheet, Smart Shapes
.NET Primary Interoperability Assemblies (PIAs)
Visio Object Model (COM)
Visio DrawingControl (ActiveX)
Full VisioClient App
Extensibility Support
VSTO Add-inCOM Add-in
Add-onsVBA
www.bVisual.net
Example – DataLegends
Legends for:- External Data recordsets Data Graphic Icon Sets Color By Value
PLUS extra Data Graphic Callouts for:- Headings Text Callouts Data Bars Icon Sets
www.bVisual.net
Demo
Link Data to Shapes Automation
www.bVisual.net
Demo
Connecting Layouts PivotDiagrams
www.bVisual.net
Certification
For companies New Microsoft Certified Partner Specialization
Information Worker Competency Data Visualization Specialization https://partner.microsoft.com/40039095
For developers New MCP Exam 70-545
Microsoft Office Visio 2007, Application Development http://www.microsoft.com/learning/exams/70-545.mspx
Deploying Visio Solutions Working with External Data Developing Visio Libraries Automating Visio Diagrams Publishing and Viewing Visio Diagrams
www.bVisual.net
Resources
Visio 2007 SDK http://msdn2.microsoft.com/en-us/library/ms409183.aspx
Visio 2007 Solution Development Workshop http://www.microsoft.com/downloads/details.aspx?FamilyID=332
c211e-581e-4029-9839-8f45de10b4c2&DisplayLang=en
Visio Developer Portal http://msdn2.microsoft.com/en-us/office/aa905478.aspx
Visio Insight blog http://blogs.msdn.com/visio/
Visio MVP web site http://visio.mvps.org/
Visio IT Pro Toolbox http://www.visiotoolbox.com
www.bVisual.net
Thank you
David J ParkerMicrosoft MVP (Visio)http://www.bVisual.net
Book just releasedhttp://www.visualizinginformation.comhttp://www.compman.co.uk/scripts/browse.asp?ref=835685
davidp@bvisual.net