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  • Book Overview & Buying 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)
Buy this Book
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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
Buy this Book

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
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Preface
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What this book covers
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What you need for this book
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Who this book is for
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Conventions
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Reader feedback
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Customer support
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1
1. Data within Visio Essentials
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1. Data within Visio Essentials
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Why use Visio for data diagramming?
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The evolution of data in Visio before the Microsoft acquisition
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The evolution of data in Microsoft Visio
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Other significant current add-ons that use data
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Sadly missed add-ons that used data
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Summary
2
2. Understanding How Data Is Stored within Visio
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2. Understanding How Data Is Stored within Visio
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A very quick introduction to data in Visio
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Understanding the Visio object model
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Getting to grips with the ShapeSheet
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The Visio file format
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Knowing how shapes relate in structured diagrams
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Summary
3
3. Linking Data to Shapes
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3. Linking Data to Shapes
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A very quick introduction to importing and linking data
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Creating data links to the shapes
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Summary
4
4. Using the Built-In Data Graphics
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4. Using the Built-In Data Graphics
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Displaying data with graphics
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Understanding the Graphic Item types
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Adding a legend
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Analyzing the composition of a Data Graphic
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Summary
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5. Using the Pivot Diagram Add-On
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5. Using the Pivot Diagram Add-On
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Choosing a data source
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Configuring the default Data Graphics
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Breaking down by category
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Applying shapes to enhance legibility
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Configuring the PivotDiagram options
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Laying the nodes out
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Overlaying linked data
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Summary
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6. Creating Custom Master Shapes
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6. Creating Custom Master Shapes
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Modifying the ribbon
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Preparing shapes for data linking
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Making graphics respond to data value changes
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Sharing custom Templates, Stencils, and Masters
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Summary
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7. Creating Custom Data Graphics
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7. Creating Custom Data Graphics
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Understanding the structure of graphic item Masters
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Modifying graphic items
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Summary
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8. Validating and Extracting Information
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8. Validating and Extracting Information
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Introducing validation rules
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Getting information from data diagrams
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Summary
9
9. Automating Structured Diagrams
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9. Automating Structured Diagrams
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Structuring diagrams overview
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Selecting a Master shape to drop
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Dropping and linking shapes to data
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Connecting shapes from data
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Adding data-linked shapes to containers
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Adding data-linked shapes to lists
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Adding Callouts to shapes
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Summary
10
10. Sharing Data Diagrams
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10. Sharing Data Diagrams
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Thinking about sharing
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Viewing Visio documents without Visio
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Sharing a Visio document
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Exporting a Visio document
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Summary
11
11. Choosing a Deployment Methodology
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11. Choosing a Deployment Methodology
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Sharing custom stencils
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Sharing custom templates
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Sharing custom code
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Summary
12
Index
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Index

A very quick introduction to importing and linking data

Visio Professional 2016 added more buttons to the Data ribbon tab along with some new Data Graphics, but the functionality has basically been the same since Visio Professional 2007. The new additions, as seen in the following screenshot, can make this particular ribbon tab quite wide on the screen. Thank goodness that wide screens have become the norm!

A very quick introduction to importing and linking data

The process to create data-refreshable shapes in Visio consists of simply carrying out the following steps:

  1. Import data as recordsets.
  2. Link rows of data to shapes.
  3. Make the shapes display the data.
  4. Use any hyperlinks that have been created automatically.

The Quick Import tool introduced in Visio Professional 2016 attempts to merge the first three steps into one, but it rarely gets it perfectly, and it is meant only for simple Excel data sources. Therefore, it is necessary to learn how to use the Custom Import feature properly.

Knowing when to use the Quick Import tool

The Data | External Data...

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