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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

Sharing custom code

All Visio documents can contain VBA code, but they must be saved with one of the macro-enabled extensions. Often, the best location for custom VBA code is in a stencil, saved with a VSSM extension. This is because it can be easily opened for read-only purposes by multiple documents and users.

This book has companion VBA code in a Visio stencil called Mastering Data.vssm. The project name, Mastering_Data, and other values can be set in the Project Properties dialog opened from the Tools menu.

Sharing custom code

VBA projects can also be locked with a password on the Protection tab of the Project Properties dialog, as shown in the next screenshot:

Sharing custom code

Locking code prevents idle tampering, but there are VBA password hacks available online.

The VBA project in a Visio document can also be signed with a digital signature, as shown in the following screenshot of the dialog opened by Tools | Digital Signature:

Sharing custom code

If a VBA project has a digital certificate applied to it, then it will automatically be removed...

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Tech Concepts

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Programming languages

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Mastering Data Visualization with Microsoft Visio Professional 2016

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