1. Visualising and Generating SQL data with Microsoft Visio 2013
David Parker
Microsoft MVP (Visio)
@VisioRules

2. Thanks to our Main Sponsors:

3.  bVisual profile bVisual ltd Visio consultancy training
proof of concepts
bVisual ltd founded in 1998 by David Parker
Microsoft Partner 15 years
Visio consultant trainer
author
David Parker
11 years MVP 
UK based
global reach

4. bVisual typical client solutions
Network Equipment Design
Nexans Building Cabling Solutions
National Physical Laboratory
National Planning Roadmaps
Rail Accident Investigation Board
Rail Accident
Fault Analysis Trees
Perenco
Personnel Locations + Asset Tracking

5. bVisual consultancy and training

6. Microsoft Visio 2013 editions
Visio Standard 2013
Easily create versatile diagrams using a rich set of new and updated shapes and stencils.
Visio Professional 2013
Work as a team to easily create and share professional diagrams that simplify complex information.
Take advantage of all features in Visio Professional 2013 as an always-up-to-date subscription from Office 365.
Visio Pro for Office 365

7. Visio for everyone Built on IT Management Software Development
Organizational Management HR
Layout Design
Facility
Management
Quality Management
Operations
Work Flow Design
Process Modeling
Business
Mockup
Planning
Mind mapping
Dashboard
Everyone
Built on

8. Key visualisation features
Surface Shape Data values
Optionally from External Data via Link
Refreshable shape geometry
Icon Sets
Text Callouts
Data Bars
Color by Value
Data Graphics
All Visio shapes are evaluated for rendering
Build shapes that respond to data changes
Drive geometry, formatting, text, etc via the ShapeSheet
Shape Behavior
Text Callouts
Icon Sets
Data Bars
Color By Value
Make Your Own Visio Data Graphic Icons Sets … automatically -

9. Supported refreshable data sources
Supports Kerberos, SSS & Unattended Authentication
Native SQL Azure support
Native External Lists support via BCS – WCF, .NET, OData
SharePoint 2013 On-Premises
Office 365 is a multi-tenant environment
Native External Lists support via BCS
Office 365
SQL
Excel
Services
ODC
SP Lists
OLEDB
BCS
Excel
Services
ODBC
Custom
SP Lists
BCS

10. Linking Data to Shapes SQL
SQL

11. How text or graphics are updated by data
Change Value in Data Source
Refresh DataRecordset
Linked Shape Data value updates
Related cell value updates
Displayed text or graphic updates

12. Shape Data types 0 - String 1 - Fixed list 2 - Number 3 - Boolean
Up to 32k characters
0 - String
Users can select only one item from the list**
1 - Fixed list
Number. Includes date, time, duration, and currency values as well as scalars, dimensions, and angles*
2 - Number
Displays FALSE and TRUE as items users can select from a drop-down list box
3 - Boolean
Users can select a list item or enter a new item that is added to the current list**
4 - Variable list
Displays days, months, and years, or seconds, minutes, and hours, or a combined date and time value*
5 - Date time
Displays elapsed time*
6 - Duration
Uses the system's current Regional Settings*
7 - Currency
*Specify a format picture in the Format cell
**Specify the list items in the Format cell
*Specify a format picture in the Format cell
**Specify the list items in the Format cell

13. Displaying Data on Visio Shapes
Link Data to Shapes
Shape Data
Data Graphics
Refreshable
Pivot Diagram
Creates structure
Hidden DataRecordsets
Non-refreshable
Custom Code
VBA
Add-ins
Add-ons

14. Structured Diagrams Connectivity Containment Order Associations
Connected To
Glued To
Containment
Containers
Categories
Order
Lists
Directional
Associations
Callouts
Zero to many
There are many types of diagrams that can be considered as structured. A process flow diagram is one type of structured diagram, but there are many other diagrams that structure can be applied to.
A structured diagram is one where there is a set of logical relationships between shapes. Relationships bring visual organization to diagrams, and they can provide special interaction capabilities.
Visio (all editions) introduced some new features that make it easy for users to form these relationships. The containers, lists, and callouts in Visio enable shapes to determine containment, order, and association, respectively. This is in addition to the connectivity relationships that have always been possible in Visio, but are now easier to understand and navigate with the new Connectivity API.
Adding Structure to Diagrams in Visio

15. Importing Linked Data DataConnection and DataRecordsets
Visio 15.0 Type Lib
Add, AddFromConnectionFile, AddFromXML
UI and code links to:
Microsoft Office Excel & Access
SharePoint Services Lists (including BCS lists)
SQL Server Tables and Views (including SQL Azure)
OLEDB & ODBC
Can also create link in code to :
SQL Server stored procedures
XML files
ARUBA\AdventureWorks2014x8
AdventureWorks2014
EXEC uspGetManagerEmployees 26
BusinessEntityID

16. Importing Linked Data DropLinkedU ObjectsToInstance() XYs()
DataRecordsetID
DataRowIDs()
ApplyDataGraphicAfterLink
DropManyLinkedU
ApplyDataGraphicAfterLinkShapeIDs()
ShapeIDs()
ARUBA\AdventureWorks2014x8
AdventureWorks2014
EXEC uspGetManagerEmployees 26
BusinessEntityID

17. Refreshing Linked Data
UI and code refreshing of DataRecordset
.Refresh
.GetAllRefreshConflicts
.GetMatchingRowsForRefreshConflict
.RemoveRefreshConflict
XML files can only be refreshed in code
.RefreshUsingXML
Automation requires assigned name and file
ARUBA\AdventureWorks2014x8
AdventureWorks2014
EXEC uspGetManagerEmployees 26
BusinessEntityID

18. Pivot Diagram overlaid with …

19. … Link Data to Shapes and Data Graphics
Text
Icon sets
Color by Value
Data bars

20. Run in Developer Mode
FILE \ Options \ Advanced \ General \ Run in developer mode
Extra right mouse menu option
Extra ribbon group
Developer mode
SDK
Extras

21. Add smartness with the ShapeSheet

22. Cell value changed triggers
Common Shape Sections
Shape Data
Can be auto-generated
Some data types
Data graphics
Hyperlinks
Zero to many
Most url protocols
User-defined Cells
Hidden data
Cell value changed triggers
Reserved row names
Actions
Right-mouse menu
Can change data values
Call formulas or code

23. Visio Client Programming Stack
.NET Primary Interoperability Assemblies (PIAs)
Save As
Web
Visio Object Model (COM)
Sample code
Full
Visio
Client
App
Visio Drawing
Control (ActiveX)
Extensibility Support
Visio SDK
Data Diagramming ML
VSTO Add-in
COM Add-in
Add-ons
Visio Viewer
VBA
Tools & Wizards
ShapeSheet, Smart Shapes
Drawings
Visio
Visio Engine

24. Writing Validation Rules
Target
Document, Page or Shape
Filter
Refine targets by evaluating to True
Test
Create issue by evaluating to False
Writing rules to validate diagrams in Visio 2010 – A worked example -
New MSDN Article : Introduction to Validation Rules in Visio Premium 
Introduction to Validation Rules in Visio Premium

25. Visio Services Architecture
Web Front End
Visio Web Access
Custom Data Providers
Web Part Connections
Visio JSOM Mash-Up API
Visio Proxy
App.Server
Visio Graphics Service
Backend
External Data Sources
SharePoint Content Database
SQL
XLSX
SP Lists
OLEDB/ODBC
vsdx/vsdm/vdw

26. Data Linked Diagrams Example
SQL Server
SharePoint
BCS
Visio
Process Map
Visio
XML
Process Diagrams
BCS
SharePoint
PCF Master
SQL Server

27. Visio, SharePoint and SQL Server
Validate, control version & publish
Search & discover from anywhere
Custom template & shapes
Linked data
Semi-automatic diagramming & manual enhancements
PCF Master list -
Originated from APQC -
PCF – Process Classification Framework
In Microsoft Dynamics Lifecycle Services, you can use Business process modeler to create, view, and modify business-process libraries and flowcharts for Microsoft Dynamics AX. Business process modeler helps you align your Microsoft Dynamics AX processes with industry-standard processes as described by American Productivity & Quality Center (APQC).  -
Maximize
Filter by item
Edit Item to update Is Mapped
Process Diagrams
RNLI Maps -

28. Schema Explorer from bVisual
Coming soon

29. Demo

30. bVisual Publications visiorules.com blog.bvisual.net bit.ly/1kv3nqo
bit.ly/Vy3ITB
bit.ly/1g8ZDY5
visualizinginformation.com
bit.ly/VRMrVS
blog.bvisual.net

31. bVisual Visio Add-Ins, Apps and Shapes
RulesTools
multiSelect
Free
Metro Icons
pdSelect
Free
visViewer
Multi-Language Text
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for all products
Document Imager
Free

32. bVisual Windows + Windows Phone Apps
Windows Store
bit.ly/1kv3nqo
eXplore Visio
review the templates, stencils, masters and add-ons
Windows Phone
bit.ly/1lDenY0
Windows Store
bit.ly/1n0NEPL
The Visio 2010 MVP Sessions
24 educational videos
Windows Phone
bit.ly/1qEmjch

33. Microsoft Visio Resources
Microsoft Visio Product Web
bit.ly/1STdjxG
Microsoft Visio Blog
bit.ly/1JmHb0R
For Microsoft Visio Developers
bit.ly/1GVDhMc
Search for Visio MVPs
bit.ly/1FSbnhY

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35. Thank You!