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

Exporting a Visio document

The following screenshot shows the File | Export options that are available:

Creating a PDF or XPS document

Microsoft has included the ability to create PDF and XPS documents from a Visio document. These have the ability to set the specific pages and some graphical properties. However, neither method provides the option to include Shape Data, and they only enable the first hyperlink on each shape. This is disappointing since both PDF and XPS are capable of much more.

These outputs can be created in code using the Document.ExportAsFixedFormat() method; take a look at https://msdn.microsoft.com/en-us/library/office/ff766893.aspx for more information.

The following screenshot is of the Options dialog for PDF, but XPS is the same except for the PDF options, ISO 19005-1 compliant (PDF/A):

I have always felt that XPS (Extensible Paper Specification) is a good idea that has not been exploited by Microsoft. XPS has an API (take a look at https://msdn.microsoft.com/en-us/library...

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