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Building Data Visualization Solutions with Visio 2007. Paul Holdaway Microsoft Consulting Services (UK). Agenda. Introductions & Overview for 2007 Demo “Visio 2007 Features” Data Visualization Demo “Retail Floor-plan” API Details and Best Practices Import Data Link Data to Shapes
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Building Data Visualization SolutionswithVisio 2007 Paul Holdaway Microsoft Consulting Services (UK)
Agenda • Introductions & Overview for 2007 • Demo“Visio 2007 Features” • Data Visualization • Demo “Retail Floor-plan” • API Details and Best Practices • Import Data • Link Data to Shapes • Display Data • Demo “Retail Floor-plan extended”
Data Visualization • Visualization Makes Data Understandable • Ability to Communicate Key Information Simply and Rapidly • Ability to Provide Physical and Logical Contexts for Information • 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…”
Visio: Data Workflow Import Data Link Data Refresh Data Display Data
Data Source Visio: Importing DataObjects & Concepts DataConnection DataRecordset Document DataColumn • DataRecordset: Manages Storage / Refreshing of Data • DataColumn: Exposes Data-type Conversion Functionality • DataConnection: Abstracts Connection to Data-source
Visio: Importing DataCreating 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
Visio: Link Data To ShapesObjects & Concepts 1 Link = 1 RowID 1 ShapeID
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 ShapesLinking 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 ShapesCreating New Shapes • DropLinked • To Drop Specific Master Linked to a Row of D • DropManyLinkedU • To Create Set of Linked Shapes • Visio Best Practice
Visio: Displaying DataObjects & Concepts Graphic Items Data Graphic Shape
MyProp 50 Visio: Displaying Data Icon Sets Label Data Bars Ratings Color by Value Text Callouts Label Text Label ABC
Visio: Displaying DataCreating 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 DataApplying 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 2007 - Retail Floor-Plan Continued…
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