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  • Mastering Data Visualization with Microsoft Visio Professional 2016
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Mastering Data Visualization with Microsoft Visio Professional 2016

Mastering Data Visualization with Microsoft Visio Professional 2016

By : John Marshall
4.2 (6)
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Mastering Data Visualization with Microsoft Visio Professional 2016

Mastering Data Visualization with Microsoft Visio Professional 2016

4.2 (6)
By: John Marshall

Overview of this book

Microsoft Visio Professional is a data visualization application that is used by many different market sectors and many different departments to represent information visually, from network infrastructure to organization charts, from process diagrams to office layouts. Starting off with a brief introduction to Visio Professional 2016 and then moving on to data storage, linking data to shapes, and working with SQL Server to create a solid foundation. Then we’ll cover topics such as refreshing data, working with geographical data, working with various graphics, and diagrams, and more. Finally, you’ll find out how to deploy custom stencils, templates, and code.
Table of Contents (13 chapters)
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Preface
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Free Chapter
1
1. Data within Visio Essentials
1. Data within Visio Essentials
Why use Visio for data diagramming?
The evolution of data in Visio before the Microsoft acquisition
The evolution of data in Microsoft Visio
Other significant current add-ons that use data
Sadly missed add-ons that used data
Summary
2
2. Understanding How Data Is Stored within Visio
2. Understanding How Data Is Stored within Visio
A very quick introduction to data in Visio
Understanding the Visio object model
Getting to grips with the ShapeSheet
The Visio file format
Knowing how shapes relate in structured diagrams
Summary
3
3. Linking Data to Shapes
3. Linking Data to Shapes
A very quick introduction to importing and linking data
Creating data links to the shapes
Summary
4
4. Using the Built-In Data Graphics
4. Using the Built-In Data Graphics
Displaying data with graphics
Understanding the Graphic Item types
Adding a legend
Analyzing the composition of a Data Graphic
Summary
5
5. Using the Pivot Diagram Add-On
5. Using the Pivot Diagram Add-On
Choosing a data source
Configuring the default Data Graphics
Breaking down by category
Applying shapes to enhance legibility
Configuring the PivotDiagram options
Laying the nodes out
Overlaying linked data
Summary
6
6. Creating Custom Master Shapes
6. Creating Custom Master Shapes
Modifying the ribbon
Preparing shapes for data linking
Making graphics respond to data value changes
Sharing custom Templates, Stencils, and Masters
Summary
7
7. Creating Custom Data Graphics
7. Creating Custom Data Graphics
Understanding the structure of graphic item Masters
Modifying graphic items
Summary
8
8. Validating and Extracting Information
8. Validating and Extracting Information
Introducing validation rules
Getting information from data diagrams
Summary
9
9. Automating Structured Diagrams
9. Automating Structured Diagrams
Structuring diagrams overview
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
10
10. Sharing Data Diagrams
10. Sharing Data Diagrams
Thinking about sharing
Viewing Visio documents without Visio
Sharing a Visio document
Exporting a Visio document
Summary
11
11. Choosing a Deployment Methodology
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11. Choosing a Deployment Methodology
Sharing custom stencils
Sharing custom templates
Sharing custom code
Summary
12
Index
Index

Sharing custom code

All Visio documents can contain VBA code, but they must be saved with one of the macro-enabled extensions. Often, the best location for custom VBA code is in a stencil, saved with a VSSM extension. This is because it can be easily opened for read-only purposes by multiple documents and users.

This book has companion VBA code in a Visio stencil called Mastering Data.vssm. The project name, Mastering_Data, and other values can be set in the Project Properties dialog opened from the Tools menu.

Sharing custom code

VBA projects can also be locked with a password on the Protection tab of the Project Properties dialog, as shown in the next screenshot:

Sharing custom code

Locking code prevents idle tampering, but there are VBA password hacks available online.

The VBA project in a Visio document can also be signed with a digital signature, as shown in the following screenshot of the dialog opened by Tools | Digital Signature:

Sharing custom code

If a VBA project has a digital certificate applied to it, then it will automatically be removed...

End of Section 4
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