Mastering Data Visualization with Microsoft Visio Professional 2016
Master the art of presenting information visually using Microsoft Visio Professional 2016 and Visio Pro for Office365
1. Auflage
Erschienen am 8. Juli 2025
334 Seiten
978-1-78588-282-1 (ISBN)
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Inhalt
- Cover
- Copyright
- Credits
- About the Author
- www.PacktPub.com
- Table of Contents
- Preface
- Chapter 1: Data within Visio Essentials
- Why use Visio for data diagramming?
- The evolution of data in Visio before the Microsoft acquisition
- v1.0 - modifiable ShapeSheets
- v2.0 - OLE2 compliance
- v4.0 - Custom Properties, Properties Reporter, and the OLE link to DBs
- v4.1 - the Database Connectivity wizard
- v4.5 - ODBC-compliant DB connectivity, built-in VBA
- The evolution of data in Microsoft Visio
- v2002 - the improved database wizard
- v2007 - linking data to shapes, data graphics, and pivot diagrams
- v2010 - validation rules, Visio services, and containers
- v2013 - improved BCS, Visio services, and the OPC file format
- v2016 - Quick Link and improved data graphics
- Other significant current add-ons that use data
- The Organization Chart
- The Space Plan
- The Pivot Diagram
- Sadly missed add-ons that used data
- A returning add-on.
- Summary
- Chapter 2: Understanding How Data is Stored within Visio
- A very quick introduction to data in Visio
- Defining Shape Data
- Understanding the Visio object model
- Starting with the Application object
- Understanding the relationship of the Master shape and its shape instances
- Knowing how a shape can be identified
- How to use a globally unique identifier
- The danger of using the Index property
- Reviewing shape text
- Understanding the DataRecordsets collection
- Understanding the Validation objects
- Getting shapes selected in the UI
- Understanding shape sections, rows, and cells
- Getting to grips with the ShapeSheet
- Understanding the Shape Data section
- Specifying the type of Shape Data
- Listing Shape Data rows in code
- Auto-generating hyperlinks from data
- Using the Off-page reference shape to jump around a document
- User-defined Cells
- The Visio file format
- Storing data as hidden XML
- Knowing how shapes relate in structured diagrams
- Connections
- 1D to 1D connections
- 2D to 2D connections
- Why the Dynamic connector shape is special
- Containers
- Lists
- Callouts
- Summary
- Chapter 3: Linking Data to Shapes
- A very quick introduction to importing and linking data
- Knowing when to use the Quick Import tool
- Importing to shapes without existing Shape Data rows
- Importing to shapes with existing Shape Data rows
- Using the Custom Import feature
- Importing from Excel workbooks
- Importing from Microsoft Access databases
- Importing from SharePoint lists
- Importing from SQL Server data
- Importing data with OLEDB and ODBC
- Using previously created connections
- Using XML data
- Removing external data connections for privacy and efficiency
- Creating data links to the shapes
- Linking data to shapes manually
- Linking data to shapes automatically
- Linking shapes to a single data row
- Linking multiple shapes to separate data rows
- Linking a new shape to a data row
- Linking multiple new shapes to data rows
- Summary
- Chapter 4: Using the Built-in Data Graphics
- Displaying data with graphics
- Changing the position of a graphic item
- Configuring the graphic item
- Using the Advanced Data Graphics dialog
- Understanding the Graphic Item types
- Using Text Callouts
- Using Icon Sets
- Using Data Bars
- Applying Color By Value
- Adding a legend
- Analyzing the composition of a Data Graphic
- Summary
- Chapter 5: Using the Pivot Diagram Add-on
- Choosing a data source
- Using SQL Server Analysis Services
- Looking behind the data
- Configuring the default Data Graphics
- Breaking down by category
- Sorting Pivot Nodes
- Editing Data Graphics of child nodes
- Selecting Pivot Nodes
- Configuring columns
- Merging nodes
- Applying shapes to enhance legibility
- Configuring the PivotDiagram options
- Laying the nodes out
- Overlaying linked data
- Summary
- Chapter 6: Creating Custom Master Shapes
- Modifying the ribbon
- Preparing shapes for data linking
- Making graphics respond to data value changes
- Using elapsed days to size and position shapes
- Sharing custom Templates, Stencils, and Masters
- Including in a custom template
- Delivering Templates and Stencils with SharePoint
- Creating installation packages
- Summary
- Chapter 7: Creating Custom Data Graphics
- Understanding the structure of graphic item Masters
- Knowing which Data Graphic is applied
- Reviewing a Text Callout graphic item Master
- Reviewing an Icon Set graphic item Master
- Reviewing a Data Bar graphic item Master
- Reviewing a Color by Value graphic item
- Modifying graphic items
- Modifying a Text Callout graphic item
- Changing the symbol height
- Using Text Callouts to display symbols
- Modifying an Icon Set
- Modifying a Data Bar
- Summary
- Chapter 8: Validating and Extracting Information
- Introducing validation rules
- Getting information from data diagrams
- Using Shape Reports
- Reading Shape Data
- Reading User-defined Cells
- Reading connections
- Listing connected shapes
- Listing glued shapes
- Listing routes or pathways through a diagram
- Reading containment
- Summary
- Chapter 9: Automating Structured Diagrams
- Structuring diagrams overview
- Enabling diagram services
- Setting undo scopes
- Selecting a Master shape to drop
- Dropping and linking shapes to data
- Connecting shapes from data
- Adding data-linked shapes to containers
- Adding data-linked shapes to lists
- Adding Callouts to shapes
- Summary
- Chapter 10: Sharing Data Diagrams
- Thinking about sharing
- Viewing Visio documents without Visio
- Embedding the Viewer in a Windows desktop application
- Embedding the Viewer in a web page
- Viewing in SharePoint/Office365 web pages
- Protecting data
- Coming soon
- Sharing a Visio document
- Exporting a Visio document
- Creating a PDF or XPS document
- Changing the file type
- Saving as SVG
- Publishing as a web page
- Summary
- Chapter 11 : Choosing a Deployment Methodology
- Sharing custom stencils
- Sharing custom templates
- Sharing custom code
- Summary
- Index
