Smart Diagrams for IT Pros David Parker, bVisual ltd.

www.bVisual.net

VISUALIZING DATA WITH MICROSOFT OFFICE VISIO 2007

Smart Diagrams for IT ProsDavid Parker, bVisual ltd

www.bVisual.net

Business Data Visualised

www.bVisual.net

Who am I? Microsoft MVP (Visio) Microsoft MCP (Visio, SQL)

Pre-Microsoft acquisition Visio Business Partner, 1996-8 Speaker at Visio Conferences 1997 &1998 Started bVisual in 1998

Post-Microsoft acquisition Microsoft Visio Solution Provider since 1999 Speaker at Microsoft Office Visio Conferences 2006 & 2008 Visio Solution Provider Training for Microsoft EMEA

Visualizing Information with Microsoft Office Visio 2007 McGraw-Hill, 2007• http://www.visualizinginformation.com

DataLegends – Visio add-in to add Data Graphic legends• http://www.visiotoolbox.com/productdetail.aspx?productid=9

WBS Modeler for Visio and Project www.wbsmodeler.com

Visio Blog• http://bvisual.spaces.live.com/

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Book contents

1. Review of Basics 2. Shape Data and User Defined Cells 3. Linking Data to Shapes 4. Connecting Items to Each Other 5. Summarizing Information with PivotDiagrams 6. Database Wizard 7. Using Data Graphics to Reinforce Information 8. Using Smart Tags and Actions 9. Creating Reports 10. Themes, Backgrounds, Borders, and Titles 11. Creating Custom Templates, Stencils, and Masters 12. Reviewers’ Comments 13. Preparing for Publication 14. Using Code to Enhance Functionality 15. Document Management and Security 16. Scenarios17. Epilogue

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Microsoft Office Visio 2007

Visualise complex information to better understand it

Analyse information to identify trends and issues and act on them

Communicate using diagrams that can be shared with a broad audience

Customise and extend Office Visio 2007 programmatically to fit customised needs

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Microsoft Visio 2007 - Start• Templates in Categories

• Some templates load Add-ons

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Microsoft Office Visio 2007 Editions

Standalone Editions Office Visio 2007 Standard

Database wizard Office Visio 2007 Professional

Data connectivity (new) Database reverse engineering UML models

Visual Studio 2005 Enterprise Architect Visio 2003 Enterprise Architect

Database forward engineering UML code generation

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Microsoft Visio 2007 files

Drawing, Template and Stencil files Binary (*.vsd, *.vst, *.vss) XML (*.vdx, *.vtx, *.vsx)

XML files 7-10 larger than binary Not yet a zip file (like the big three Office 2007

applications) with sub-folders and files Files compatible with Visio 2003

Unless using new ShapeSheet formulae

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Data Features in Visio

Visio Drawing

Graphics

Data Source

WebBrowser

Prints

Reports

Import Link Display> > > Communicate

Data

Shape

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Pre-Microsoft Office Visio 2007

Custom Properties Definable cells in each shape to hold data Limited data typing Some Masters delivered with them

Database Wizard Copies data to/from data source fields to

shape cells Only one data source per shape Uses ODBC Read and Write (optional) Refresh on demand

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Microsoft Office Visio 2007

Shape Data Renamed from Custom Properties

Link Data to Shapes Multiple data sources per shape Read only Uses Office Data Connections (*.odc files)

PivotDiagrams Diagrammatic version of PivotTables (but slower) Uses Office Data Connections (*.odc files)

Data Graphics Data sensitive text and graphics on shapes

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IT Pro Visio Add-ins

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Microsoft Active Directory Topology Diagrammer

The Microsoft Active Directory Topology Diagrammer reads an Active Directory configuration using ActiveX Data Objects (ADO), and then automatically generates a Visio diagram of your Active Directory and /or your Exchange 200x Server topology. The diagrams include domains, sites, servers, administrative groups, routing groups and connectors and can be changed manually in Visio if needed. http://www.microsoft.com/downloads/details.a

spx?FamilyID=cb42fc06-50c7-47ed-a65c-862661742764&DisplayLang=en

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Microsoft Office Visio 2007 WBS Modeler

The Microsoft Office Visio 2007 WBS Modeler improves the project planning process by generating Project Plans from a Work Breakdown Structure (WBS) using a graphical representation of elements. http://www.microsoft.com/downloads/details.a

spx?FamilyID=34c28a49-e14c-4a7d-8d49-90061fe08ab4&DisplayLang=en

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Microsoft Office Visio Stencil Containing Shapes for Microsoft Exchange Server 2007

This download contains a Microsoft Office Visio stencil with shapes for Microsoft Exchange Server 2007. http://www.microsoft.com/downloads/details.a

spx?FamilyID=45f7ea49-ceb2-4b04-8d46-2b0ae5e10694&DisplayLang=en

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Office Communications Server 2007 Visio stencil

The Office Communications Server 2007 Visio stencil contains icons for Office Communications Server 2007 server roles and components. http://www.microsoft.com/downloads/details.a

spx?FamilyID=543705f6-d02a-436e-8b34-5c796550022a&DisplayLang=en

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Microsoft SQL Server 2005 Data Mining Add-ins for Microsoft Office 2007

Download SQL Server 2005 Data Mining Add-ins for Office 2007. This package includes two add-ins for Microsoft Office Excel 2007 (Table Analysis Tools and Data Mining Client) and one add-in for Microsoft Office Visio 2007 (Data Mining Templates). http://www.microsoft.com/downloads/details.a

spx?FamilyID=7c76e8df-8674-4c3b-a99b-55b17f3c4c51&DisplayLang=en

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Visio 2007 Connector for Microsoft Baseline Security Analyzer (MBSA) 2.1

The Microsoft Office Visio 2007 Connector for Microsoft Baseline Security Analyzer (MBSA) lets you view the results of an MBSA scan in a clear, comprehensive Microsoft Office Visio 2007 network diagram. http://www.microsoft.com/downloads/details.a

spx?FamilyID=95e0f821-9c2c-4287-9157-49c1205e08ef&DisplayLang=en

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Microsoft Office Visio 2007 Pro SCOM & SCCM Connectors

Download the Visio add in and the web server component to connect and generate datasets to connect to your existing diagrams or auto generate your diagrams for your infrastructure monitoring needs. See your data from OpsManager and ConfigManager live in Visio diagrams. http://

www.microsoft.com/downloads/details.aspx?FamilyID=521b3884-1eda-4b9d-8ad7-67d00fe9ce8a&displaylang=en&Hash=t8clem7dZDwimL32n1JJsW%2frz%2f2dGTAaQeI1XI0IKF1DiXbdjTA5pm4gnKEc%2f%2foFUtJ%2fxHHUyj2Rsp6G6YUkYw%3d%3d

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Other IT Pro Stencil Sources

Start at VisioCafe www.visio.cafe.com

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Shape Data

Any shape can have Shape Data

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Database Wizard

Been around since 1996 Uses ODBC data sources - Read and/or

Write Single link per shape - Refresh on

demand

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Database Wizard - Setting up a Linked Master

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Database Wizard – Adding Linked Shapes

Drag and drop shapes Select record Data imported

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Database Wizard – Creating a drawing from a table

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Database Wizard – Table/view shapes added

Same Master used for whole table/view Shapes added to page

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Link Data to Shapes

Data / Link Data to Shapes…

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Data Connection Wizard

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External Data – Column Settings

Right mouse menu in External Data Window

Name data columns to match Shape Data labels

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Linking Data to Shapes from External Data Window

Select a Master – Drag data row(s) Select a Shape – Drag a data row onto it Shape Data key field(s) contain values -

AutoLink

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External Data on shapes

Basic Data Graphics usually added by default

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External Data - Configuration

• Right mouse menu

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PivotDiagrams

Either File / New /Business / PivotDiagram Or Data / Insert PivotDiagram… Create a new connection or use an

existing one

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Data Selector – Columns and Rows

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PivotDiagram – Initial appearance

Total Pivot Node automatically added at the top left of page

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PivotDiagram - Breakdown

Breakdown data into Categories Sort Merge Promote Collapse

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PivotDiagrams – Apply Shape

Uses Master from any stencil to reinforce node type

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PivotDiagrams – Analysis Services

Import Cubes or Perspectives

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Data Graphics

Text Data Bar Icon Set Color By Value

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Data Graphic - Text

Text values, with optional label

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Data Graphic – Data Bar

Variable size depending on data value

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Data Graphic – Icon Set

Maximum of 5 icons per set, specify values for icon display

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Data Graphic – Color By Value

Colours can be customised

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Customisation

Legends for Icon Sets & Color By Value

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Visio Development Platform

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ShapeSheet, Smart Shapes

.NET Primary Interoperability Assemblies (PIAs)

Visio Object Model (COM)

Visio DrawingControl (ActiveX)

Full VisioClient App

Extensibility Support

VSTO Add-inCOM Add-in

Add-onsVBA

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Example – DataLegends

Legends for:- External Data recordsets Data Graphic Icon Sets Color By Value

PLUS extra Data Graphic Callouts for:- Headings Text Callouts Data Bars Icon Sets

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Demo

Link Data to Shapes Automation

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Demo

Connecting Layouts PivotDiagrams

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Certification

For companies New Microsoft Certified Partner Specialization

Information Worker Competency Data Visualization Specialization https://partner.microsoft.com/40039095

For developers New MCP Exam 70-545

Microsoft Office Visio 2007, Application Development http://www.microsoft.com/learning/exams/70-545.mspx

Deploying Visio Solutions Working with External Data Developing Visio Libraries Automating Visio Diagrams Publishing and Viewing Visio Diagrams

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Resources

Visio 2007 SDK http://msdn2.microsoft.com/en-us/library/ms409183.aspx

Visio 2007 Solution Development Workshop http://www.microsoft.com/downloads/details.aspx?FamilyID=332

c211e-581e-4029-9839-8f45de10b4c2&DisplayLang=en

Visio Developer Portal http://msdn2.microsoft.com/en-us/office/aa905478.aspx

Visio Insight blog http://blogs.msdn.com/visio/

Visio MVP web site http://visio.mvps.org/

Visio IT Pro Toolbox http://www.visiotoolbox.com

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Thank you

David J ParkerMicrosoft MVP (Visio)http://www.bVisual.net

Book just releasedhttp://www.visualizinginformation.comhttp://www.compman.co.uk/scripts/browse.asp?ref=835685

[email protected]