Book Image

Mastering Data Visualization with Microsoft Visio Professional 2016

By : John Marshall, David Parker
Book Image

Mastering Data Visualization with Microsoft Visio Professional 2016

By: John Marshall, David Parker

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.

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Mastering Data Visualization with Microsoft Visio Professional 2016
John Marshall | David Parker
May, 2016 | 334 pages
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Table of Contents (17 chapters)
Mastering Data Visualization with Microsoft Visio Professional 2016
Mastering Data Visualization with Microsoft Visio Professional 2016
Credits
Credits
About the Author
About the Author
www.PacktPub.com
www.PacktPub.com
Preface
Preface
Free Chapter
1
Data within Visio Essentials
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
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
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
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
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
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
Creating Custom Data Graphics
Understanding the structure of graphic item Masters
Modifying graphic items
Summary
8
Validating and Extracting Information
Validating and Extracting Information
Introducing validation rules
Getting information from data diagrams
Summary
9
Automating Structured Diagrams
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
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
Choosing a Deployment Methodology
Sharing custom stencils
Sharing custom templates
Sharing custom code
Summary
Index
Index

Sharing a Visio document

If a Visio document is stored in OneDrive, then a link to the file can be shared via an e-mail. The intended user can be provided with edit or view permissions, and the user can be forced to sign in with a Microsoft identity first, as shown in the following screenshot:

The preceding e-mail is sent automatically, but the Email option will create a proposed e-mail using the installed e-mail client.

The PDF and XPS options are discussed in the next section.

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