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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
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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
11. Choosing a Deployment Methodology
Sharing custom stencils
Sharing custom templates
Sharing custom code
Summary
12
Index
Index

Configuring the PivotDiagram options

There are a few options that can be configured for the whole diagram using the PivotDiagram Options dialog, as shown in the next screenshot. This can be opened from the PIVOT DIAGRAM | Data | Data Options button:

This dialog contains some options that were already in the Show/Hide group, but it contains more items that can have their visibility toggled with, such as the Pivot Connector shapes.

It also allows a refresh period to be set to fire every time between 1 and 60 minutes. The data sources can be refreshed manually using the Data | Refresh button, or it can fire periodically using this dialog.

Unlike the Link Data feature described in Chapter 3, Linking Data to Shapes, the data source of PivotDiagrams cannot be configured in SharePoint to automatically refresh periodically without being open in the Visio client.

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