9. Automating Structured Diagrams | Mastering Data Visualization with Microsoft Visio Professional 2016

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Mastering Data Visualization with Microsoft Visio Professional 2016

By : John Marshall

4.2 (6)

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.

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. 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. 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. 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. 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. 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. 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. Creating Custom Data Graphics

7. Creating Custom Data Graphics

Understanding the structure of graphic item Masters

Modifying graphic items

Summary

8. Validating and Extracting Information

8. Validating and Extracting Information

Introducing validation rules

Getting information from data diagrams

Summary

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. 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. Choosing a Deployment Methodology

11. Choosing a Deployment Methodology

Sharing custom stencils

Sharing custom templates

Sharing custom code

Summary

Index

Index

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Dropping and linking shapes to data

It is often necessary to drop multiple shapes and link each one of them to a different row in DataRecordset. For example, the following screenshot shows a document with an External Data window that contains Personnel DataRecordset. The diagram requires the Sales team to be added to the page.

The following function, GetDataRecordset(), looks for DataRecordset with the given name in the specified document and returns it:

This function is used by the following sub-function, DropManyLinked(), filters the Personnel DataRecordset, gets the Person Master from the open Work Flow Objects stencil, and drops data-linked copies in a line along the bottom of the page.

The last line calls the sub-function, ApplyDataGraphics(), shown in the following screenshot. This is a workaround for an issue that currently exists in Visio 2016. Specifically, there is a reserved User-defined Cell, named User.msvLastAppliedDataGraphic, in DocumentSheet that contains the name of the Data...

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