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

Microsoft Visio now sits at the top of the Microsoft Process Management Product Stack, providing a Business Process Analysis (BPA) or Business Process Modeling (BPM) tool for business analysts, process owners/participants, and line of business software architects/developers.

Reviewing Visio Process Management capabilities

Of course, your particular business may not have all, or parts, of the stack, but you will see in later chapters how Visio 2013 can be used in isolation for business process management to a certain depth.

If we look at the Visio BPM Maturity Model that Microsoft has previously presented to its partners, then we can see that Visio 2013 has filled some of the gaps that were still there after Visio 2010. However, we can also see that there are plenty of opportunities for partners to provide solutions on top of the Visio platform. The maturity model shows how Visio initially provided the means to capture paper-drawn business processes into electronic format, and included the ability to encapsulate data into each shape and infer the relationship and order between elements through connectors. Visio 2007 Professional added the ability to easily link shapes, which represent processes, tasks, decisions, gateways, and so on with a data source. Along with that, data graphics were provided to enable shape data to be displayed simply as icons, data bars, text, or to be colored by value. This enriched the user experience and provided quicker visual representation of data, thus increasing the comprehension of the data in the diagrams. Generic templates for specific types of business modeling were provided.

Visio had a built-in report writer for many versions, which provided the ability to export to Excel or XML, but Visio 2010 Premium introduced the concept of validation and structured diagrams, which meant that the information could be verified before exporting. Some templates for specific types of business modeling were provided.

Visio 2010 Premium also saw the introduction of Visio Services on SharePoint that provided the automatic (without involving the Visio client) refreshing of data graphics that were linked to specific types of data sources.

Understanding the Visio BMP Maturity Model

Throughout this book we will be going into detail about Level 5 (Validation) in Visio 2013, because it is important to understand the core capabilities provided in Visio 2013. We will then be able to take the opportunity to provide custom Business Rule Modeling and Visualization.