Building BI DashboardsUsing Visio 2013

Alan Richards

Agenda1 Introductions

2 Architecture & Performance

3 Why SharePoint 2013 & Visio Services

4 Creating a Visio Solution

5 Using Excel Services

6 Demo Single Data Graphic

7 Demo Multiple Data Graphic

8 Summary

Introductions

• Consultant• SharePoint MVP• 18 years experience in IT• Worked with SharePoint since

team services

uk.linkedin.com/in/richardsalan

@arichards_Saruk

www.edutechnow.com

arichards@edutechnow.com

+44 (0) 794 468 8612

Architecture

www.sharepointeurope.com

Visio Web Access

Custom Data Providers

Visio JSOM Mash-Up API

Web Part Connections

Visio Proxy

Visio Graphics Service

VDW/b/m

SharePoint Content Database

External Data Sources

Web Front

End

Backend SQLOLEDB/ODBC

XLSX SP Lists

Application

Server

www.sharepointeurope.com

Performance

• Size of diagrams• Number of connected diagrams• Performance of data sources• Data refresh frequency• User load on diagrams• User load on data sources• Complexity

Why SharePoint 2013 & Visio Services• Visualise Data

• Move away from grid style presentation of data• Stock of graphics and data diagrams

• Comments• Collaboration

• Dashboards• BI• Easily created• Levels of depth – Drill down

Text CalloutsLabel Value Label Value

Value Label Value

Icon Sets

Data Bars

32

15

32

57

50 30 20

Color By Value

sql-sales-01

IP Address 10.0.1.104

Memory 32 GB

CPU 1.60 Ghz

Windows Server 2008 R2

L

S

XL

Creating a Visio Solution

www.sharepointeurope.com

Save VSDX file to SharePoint Server 2013 or Office 365

2• Create Diagram • Use Data Linking and

Data Graphics

•View diagram in web browser•Opens diagram in Visio3

• Click Refresh to update data graphics • Data refresh can be automated

by setting interval time

4Data Source

• SharePoint List apps• Excel Services• SQL Server•OLEDB / ODBC

1

Using Excel Services

• Requirements for refreshing from a published workbook• User needs access to the diagram and workbook locations

• Refreshed using current user credentials• VSDX/VDW and XLSX published on the same farm

• No network shares, must reside in a document library• No old XLS formats

• Link and Refresh from• Sheets / Tables / Named Ranges / Custom Range

Using Excel Services

• Using Excel with external data source = Bad practice• Use the root data source

www.sharepointeurope.com

Click the image for the demo video or follow this URL:https://www.youtube.com/watch?v=woZhx5UNOpw&feature=youtu.be

Demo Single Data Graphic

• Simple single data graphic• One stock shape connected to data source• Load diagram in SharePoint• Show ability to comment• Data source

www.sharepointeurope.com

Demo Multiple Data Graphic

• Multiple data graphic demo• Imported images as data graphics• Hyperlinks to drill down into data• Simple BI dashboard

www.sharepointeurope.com

Summary

• Plan out you Visio infrastructure• Architecture & Performance

• Visio provides lots of tools to create diagrams• Callouts• Stock graphics• Use other images

• Excel Services• Requires additional considerations

• Users• Interaction• No need for client