Book Image

Microsoft Visio 2013 Business Process Diagramming and Validation - Second Edition

By : David Parker
Book Image

Microsoft Visio 2013 Business Process Diagramming and Validation - Second Edition

By: David Parker

Overview of this book

Microsoft Visio is a diagramming program which ultimately allows business professionals to explore and communicate complex information more effectively. Through easy-to-understand visual representations, Visio enables you to present complicated data in a clear and communicative way. Therefore, productivity is increased by utilizing the wide variety of diagrams that can convey information at a glance as data can be understood and acted upon quickly. This book enables business developers to unleash the full potential of Visio 2013 Professional Edition. Microsoft Visio 2013 Business Process Diagramming and Validation is a focused tutorial with a range of practical examples and downloadable code that shows you how to create business process diagramming templates with Visio, enabling you to effectively visualize business information. It draws on real business examples and needs and covers all the new features of Visio 2013 Professional Edition. This focused tutorial will enable you to get to grips with diagram validation in Visio 2013 Professional Edition to the fullest extent, enabling you to perform powerful automatic diagram verification based on custom logic and assuring correct and compliant diagrams. You will learn how to create and publish rules and how to use the ShapeSheet to write formulae. There is also a special focus on extending and enhancing the capabilities of Visio 2013 diagram validation and on features that are not found in the out-of-the-box product, like installing and using the new Rules Tools add-on complete with source code, reviewing the new diagramming rules in flowcharts and BPMN templates, and creating your own enhanced Data Flow Model Diagram template complete with validation rules. Microsoft Visio 2013 Business Process Diagramming and Validation begins by covering the basic functions of Visio 2013 before moving on to discuss how to formulate your own validation rules and how to use the Visio Object Model. ShapeSheet functions are explored in detail as well as how to create validation rule sets and visualizing issues, with practical demonstrations along the way. It also covers integration with SharePoint 2013 and Office365 and how to build a Rules Tools add-on using C#, how to create test and filter expressions, and how to publish validation rules for others to use. Finally, the book concludes with the creation and implementation of a new RuleSet for Data Flow Model Diagrams with a worked example. By following the practical and immediately deployable examples found in this book, you will successfully learn how to use the features of Microsoft Visio 2013 and how to extend the functionality provided in the box.
Table of Contents (14 chapters)
10
10. A Worked Example for Data Flow Model Diagrams – Part 2
13
Index
Exploring the new process management features in Visio 2013

Firstly, Microsoft Visio 2010 introduced a new Validation API

for structured diagrams and provided several examples of this in use, for example with the BPMN (Business Process Modeling Notation) Diagram and Microsoft SharePoint Workflow templates and the improvements to the Basic Flowchart and Cross-Functional Flowchart templates, all of which are found in the Flowchart category. Microsoft Visio 2013 has updated the version of BPMN from 1.1 to 2.0, and has introduced a new SharePoint 2013 Workflow template, in addition to the 2010 one.

Templates in Visio consist of a predefined Visio document that has one or more pages, and may have a series of docked stencils (usually positioned on the left-hand side of workspace area). The template document may have an associated list of add-ons that are active while it is in use, and, with Visio 2013 Professional edition, an associated list of structured diagram validation rulesets as well. Most of the templates that contain validation rules in Visio 2013 are in the Flowchart category, as seen in the following screenshot, with the exception being the Six Sigma template in the Business category.

Exploring the new process management features in Visio 2013

Secondly, the concept of a Subprocess was introduced in Visio 2010. This enables processes to hyperlink to other pages describing the subprocesses in the same document, or even across documents. This latter point is necessary if subprocesses are stored in a document library, such as Microsoft SharePoint.

The following screenshot illustrates how an existing subprocess can be associated with a shape in a larger process, selecting an existing shape in the diagram, before selecting the existing page that it links to from the drop-down menu on the Link to Existing button.

Exploring the new process management features in Visio 2013

In addition, a subprocess page can be created from an existing shape, or a selection of shapes, in which case they will be moved to the newly-created page.

There were also a number of ease-of-use features introduced in Microsoft Visio 2010 to assist in the creation and revision of process flow diagrams. These include:

Microsoft Visio 2013 has added two more notable features:

However, this book is not about teaching the user how to use these features, since there will be many other authors willing to show you how to perform tasks that only need to be explained once. This book is about understanding the Validation API in particular, so that you can create, or amend, the rules to match the business logic that your business requires.