Building Data Visualization Solutions with Visio 2007 Paul Holdaway Microsoft Consulting Services (UK)

Agenda Introductions & Overview for 2007 Demo Demo “Visio 2007 Features” Data Visualization Demo Demo “Retail Floor-plan” API Details and Best Practices Import Data Link Data to Shapes Display Data Demo “ Demo “Retail Floor-plan extended”

Data Visualization with Visio Data Features

Scenario 1: Network Management

Scenario 2: Business Process

Scenario 3: Data Overlays

Data Visualization Understandable Visualization Makes Data Understandable Ability to Communicate Key Information Simply and Rapidly Ability to Provide Physical and Logical Contexts for Information Actionable Visualization Makes Data Actionable “At-a-Glance” View of Trends, Relationships, Exceptions, Issue-Areas Identify Patterns and Gain Insight You Can See Your Data Better… “You Can See Your Data Better…”

Data Visualization with Visio Retail Floor-Plan

Visio: Solutions Platform

Visio: Data Workflow Import Data Link Data Display Data Refresh Data

Visio: Importing Data Objects & Concepts DataSource DataConnectionDataRecordset DataColumn Document DataRecordset DataRecordset: Manages Storage / Refreshing of Data DataColumn DataColumn: Exposes Data-type Conversion Functionality DataConnection DataConnection:Abstracts Connection to Data-source

Visio: Importing Data Creating Connections Data Sources SQL Server Microsoft Office Excel Microsoft Office Access SharePoint lists XML Other OLEDB / ODBC Office Data Connections for Managed Connections

Visio: Importing Data Connection Model Connected Best Practice for Most Data Sources Simplifies Data Refresh Provides Connection String / Command String Connection-less Used for XML Data Provides XML Fragment to Create & Refresh

Visio: Importing Data Refresh Types of Refresh Refresh API Methods Automated Periodic Refresh Events to Respond to User-Driven & Automated Refresh Optionally Transacted

1 Link = 1 RowID  1 ShapeID Visio: Link Data To Shapes Objects & Concepts

Visio: Link Data To Shapes Shape Data “Shape Data” (formerly “Custom Properties”) Behind Every Visio Shape Data Source Fields Mapped to Individual Shape Data Items Use Shape Data Items Built into Shapes or Automatically Create New Items Automatic Conversion into Visio Types

Visio: Link Data To Shapes Linking to Existing Shapes Link Single Row via Shape or Selection Link Multiples via Array Better Performance Achieved Automatically Link Multiples By Matching Data in Shapes & External Source(s) Using One or More Fields

Visio: Link Data To Shapes Creating New Shapes DropLinked To Drop Specific Master Linked to a Row of D DropManyLinkedU To Create Set of Linked Shapes Visio Best Practice

Shape Data Graphic Graphic Items Visio: Displaying Data Objects & Concepts

Visio: Displaying Data Icon Sets Data Bars Ratings Text Callouts Color by Value Label Label Text Label ABC MyProp 50

Visio: Displaying Data Creating Data Graphics A Data Graphic is constructed from multiple Graphic Items Data Graphics and Graphic Items are Visio Masters Create Data Graphics and Graphic Items using Visio, then apply programmatically Add a Data Graphic or Graphic Item to the masters collection of a document

Visio: Displaying Data Applying Data Graphics Add Data Graphic to Shapes By Setting DataGraphic Property Add Existing Graphic Items to Data Graphics Change Expression Used in Rules Change Position

Data Visualization with Visio Retail Floor-Plan Continued…

Visualization Workflow in Visio Review

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