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Mastering Data Visualization with Microsoft Visio Professional 2016

You're reading from   Mastering Data Visualization with Microsoft Visio Professional 2016 Master the art of presenting information visually using Microsoft Visio Professional 2016 and Visio Pro for Office365

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Product type Paperback
Published in May 2016
Publisher Packt
ISBN-13 9781785882661
Length 334 pages
Edition 1st Edition
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Author (1):
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John Marshall John Marshall
Author Profile Icon John Marshall
John Marshall
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Toc

Table of Contents (17) Chapters Close

Mastering Data Visualization with Microsoft Visio Professional 2016
Credits
About the Author
www.PacktPub.com
Preface
1. Data within Visio Essentials FREE CHAPTER 2. Understanding How Data Is Stored within Visio 3. Linking Data to Shapes 4. Using the Built-In Data Graphics 5. Using the Pivot Diagram Add-On 6. Creating Custom Master Shapes 7. Creating Custom Data Graphics 8. Validating and Extracting Information 9. Automating Structured Diagrams 10. Sharing Data Diagrams 11. Choosing a Deployment Methodology Index

Index

A

  • add-ons
    • Organization Chart / The Organization Chart
    • Space Plan / The Space Plan
    • Pivot Diagram / The Pivot Diagram
    • about / Sadly missed add-ons that used data
    • returning / A returning add-on…
  • Advanced Data Graphics dialog
    • using / Using the Advanced Data Graphics dialog
  • AdventueWorks2014 database
    • URL / Importing from SQL Server data

C

  • CAD (Computer Aided Design) system / Why use Visio for data diagramming?
  • callouts
    • about / Callouts
    • adding, to shapes / Adding Callouts to shapes
    • URL / Adding Callouts to shapes
  • case study
    • URL / Why use Visio for data diagramming?
  • Color By Value
    • applying / Applying Color By Value
  • connections
    • about / Connections
    • 1D to 1D connections / 1D to 1D connections
    • 2D to 2D connections / 2D to 2D connections
  • connections, data diagrams
    • reading / Reading connections
    • connected shapes, listing / Listing connected shapes
    • glued shapes, listing / Listing glued shapes
    • routes or pathways, listing through diagram / Listing routes or pathways through a diagram
  • containers
    • about / Containers
    • data-linked shapes, adding / Adding data-linked shapes to containers
  • custom code
    • sharing / Sharing custom code
  • Custom Import feature
    • using / Using the Custom Import feature
    • Excel workbooks, importing from / Importing from Excel workbooks
    • Microsoft Access databases, importing from / Importing from Microsoft Access databases
    • SharePoint lists, importing from / Importing from SharePoint lists
    • SQL Server data, importing from / Importing from SQL Server data
    • data, importing with OLEDB / Importing data with OLEDB and ODBC
    • data, importing with ODBC / Importing data with OLEDB and ODBC
    • previously created connections, using / Using previously created connections
    • XML data, using / Using XML data
  • Custom Properties
    • about / v4.0 – Custom Properties, Properties Reporter, and the OLE link to DBs
  • custom stencils
    • sharing / Sharing custom stencils
  • custom template
    • including / Including in a custom template
  • custom templates
    • sharing / Sharing custom Templates, Stencils, and Masters, Sharing custom templates

D

  • 1D to 1D connections
    • about / 1D to 1D connections
  • 2D to 2D connections
    • about / 2D to 2D connections
  • data
    • Visio evolution, before Microsoft acquisition / The evolution of data in Visio before the Microsoft acquisition
    • Visio evolution, in Microsoft acquisition / The evolution of data in Microsoft Visio
    • storing, as hidden XML / Storing data as hidden XML
    • displaying, with graphics / Displaying data with graphics
    • shapes, dropping / Dropping and linking shapes to data
    • shapes, linking / Dropping and linking shapes to data
    • shapes, connecting from / Connecting shapes from data
  • data, linking to shapes
    • about / Creating data links to the shapes
    • manually / Linking data to shapes manually
    • automatically / Linking data to shapes automatically
    • shapes, linking to single data row / Linking shapes to a single data row
    • multiple shapes, linking to separate data rows / Linking multiple shapes to separate data rows
    • new shape, linking to data row / Linking a new shape to a data row
    • multiple new shapes, linking to data rows / Linking multiple new shapes to data rows
  • Data Bar
    • reviewing / Reviewing a Data Bar graphic item Master
    • modifying / Modifying a Data Bar
  • Data Bars
    • using / Using Data Bars
  • Database Connectivity Wizard
    • about / v4.1 – the Database Connectivity wizard
  • data diagramming
    • Visio, using / Why use Visio for data diagramming?
  • data diagrams
    • about / Getting information from data diagrams
    • Shape Reports, using / Using Shape Reports
    • Shape Data, reading / Reading Shape Data
    • user-defined cells, reading / Reading User-defined Cells
    • connections, reading / Reading connections
    • containment, reading / Reading containment
  • data evolution, before Microsoft acquisition / The evolution of data in Visio before the Microsoft acquisition
    • about / The evolution of data in Visio before the Microsoft acquisition
    • ShapeSheet, modifiable / v1.0 – modifiable ShapeSheets
    • OLE2 compliance / v2.0 – OLE2 compliance
    • Custom Properties / v4.0 – Custom Properties, Properties Reporter, and the OLE link to DBs
    • Properties Reporter / v4.0 – Custom Properties, Properties Reporter, and the OLE link to DBs
    • OLE link, to DBs / v4.0 – Custom Properties, Properties Reporter, and the OLE link to DBs
    • Database Connectivity Wizard / v4.1 – the Database Connectivity wizard
    • ODBC compliant DB connectivity / v4.5 – ODBC-compliant DB connectivity, built-in VBA
    • built-in VBA / v4.5 – ODBC-compliant DB connectivity, built-in VBA
  • data evolution, in Microsoft Visio
    • about / The evolution of data in Microsoft Visio
    • Open Packaging Convention (OPC) / The evolution of data in Microsoft Visio
    • improved database wizard / v2002 – the improved database wizard
    • data, linking to shapes / v2007 – linking data to shapes, data graphics, and pivot diagrams
    • data graphics / v2007 – linking data to shapes, data graphics, and pivot diagrams
    • pivot diagrams / v2007 – linking data to shapes, data graphics, and pivot diagrams
    • validation rules / v2010 – validation rules, Visio services, and containers
    • Visio services / v2010 – validation rules, Visio services, and containers, v2013 – improved BCS, Visio services, and the OPC file format
    • containers / v2010 – validation rules, Visio services, and containers
    • improved BCS / v2013 – improved BCS, Visio services, and the OPC file format
    • OPC file format / v2013 – improved BCS, Visio services, and the OPC file format
    • Quick Link button / v2016 – Quick Link and improved data graphics
  • Data Graphic
    • composition, analyzing / Analyzing the composition of a Data Graphic
  • Data Graphics
    • dialog, advanced / Using the Advanced Data Graphics dialog
    • configuring / Configuring the default Data Graphics
  • Data graphics
    • about / Displaying data with graphics
  • data linking
    • shapes, preparing for / Preparing shapes for data linking
  • DataRecordsets collection
    • about / Understanding the DataRecordsets collection
  • data row
    • single data row, shapes linking to / Linking shapes to a single data row
    • multiple shapes, linking to separate data rows / Linking multiple shapes to separate data rows
    • new shape, linking / Linking a new shape to a data row
    • multiple new shapes, linking / Linking multiple new shapes to data rows
  • data source
    • selecting / Choosing a data source
    • SQL Server Analysis Services, using / Using SQL Server Analysis Services
    • data, looking behind / Looking behind the data
  • data value changes
    • graphics, response / Making graphics respond to data value changes
  • diagrams
    • overview, structuring / Structuring diagrams overview
    • services, enabling / Enabling diagram services
    • undo scopes, setting / Setting undo scopes
  • DiagramServicesEnabled property
    • URL / Enabling diagram services
  • Document.ExportAsFixedFormat() method
    • URL / Creating a PDF or XPS document
  • drawing document / Starting with the Application object
  • drop
    • Master shape, selecting / Selecting a Master shape to drop
  • Dynamic connector shape
    • about / Why the Dynamic connector shape is special

E

  • Excel workbooks, Custom Import feature
    • importing from / Importing from Excel workbooks
    • column settings, editing / Editing the column settings
    • Data Graphics appearance, preventing / Preventing Data Graphics from appearing automatically
    • data, linking to shapes / Linking the data to the shapes
    • same import from Excel workbook with code, carrying out / Carrying out the same import from an Excel workbook with code
    • using, as refreshable data source / Using Excel as a refreshable data source
    • using, as intermediary source / Using Excel as an intermediary source
    • data changes conflict, handling / Handling conflicts when data changes
  • external data connections
    • removing , for privacy / Removing external data connections for privacy and efficiency

F

  • flowchart shapes
    • URL / Reading containment

G

  • graphic item
    • position, changing / Changing the position of a graphic item
    • configuring / Configuring the graphic item
  • graphic item masters
    • about / Understanding the structure of graphic item Masters
    • Data Graphic, applying / Knowing which Data Graphic is applied
    • Text Callout graphic item Master, reviewing / Reviewing a Text Callout graphic item Master
    • Icon Set graphic item Master, reviewing / Reviewing an Icon Set graphic item Master
    • Data Bar graphic item Master, reviewing / Reviewing a Data Bar graphic item Master
    • color by value graphic item / Reviewing a Color by Value graphic item
  • graphic items
    • modifying / Modifying graphic items
    • Text Callout graphic item, modifying / Modifying a Text Callout graphic item
    • Icon Set, modifying / Modifying an Icon Set
    • Data Bar, modifying / Modifying a Data Bar
  • Graphic Item types
    • about / Understanding the Graphic Item types
    • Text Callouts, using / Using Text Callouts
    • Icon Sets, using / Using Icon Sets
    • Data Bars, using / Using Data Bars
    • Color By Value, applying / Applying Color By Value
  • graphics
    • data, displaying with / Displaying data with graphics
    • responding, to data value changes / Making graphics respond to data value changes
  • grips
    • getting, ShapeSheet used / Getting to grips with the ShapeSheet
  • GUID (globally unique identifier)
    • using / How to use a globally unique identifier

H

  • hyperlinks
    • auto-generating, from data / Auto-generating hyperlinks from data

I

  • Icon Set
    • reviewing / Reviewing an Icon Set graphic item Master
    • modifying / Modifying an Icon Set
    • URL / Modifying an Icon Set
  • Icon Sets
    • using / Using Icon Sets
    • URL / Using Icon Sets
  • installation packages
    • creating / Creating installation packages

L

  • LCID (Location Code Identifier) / Knowing when to use the Quick Import tool
  • legend
    • adding / Adding a legend
  • linked data
    • overlaying / Overlaying linked data
  • lists / Knowing how shapes relate in structured diagrams
    • about / Lists
    • data-linked shapes, adding / Adding data-linked shapes to lists
  • Locale ID (LCID) / Understanding the Shape Data section

M

  • masters
    • sharing / Sharing custom Templates, Stencils, and Masters
  • Master shape
    • selecting, to drop / Selecting a Master shape to drop
  • Microsoft Access databases
    • importing from / Importing from Microsoft Access databases
    • same data import, achieving with code / Doing the same import from the Access database with code
    • URL / Doing the same import from the Access database with code
  • Microsoft Visio Viewer API
    • URL / Embedding the Viewer in a Windows desktop application
  • MSI (Microsoft Installation) packages / Creating installation packages
  • multi-data graphic
    • URL / Adding a legend

N

  • nodes
    • laying out / Laying the nodes out

O

  • Object Linking and Embedding (OLE) / Why use Visio for data diagramming?
  • OData feed
    • URL / Using Excel as an intermediary source
  • ODBC
    • used, for importing data / Importing data with OLEDB and ODBC
    • in code, Visio Samples connecting via / Connecting the Visio Samples via ODBC in code
  • ODBC compliant
    • DB connectivity / v4.5 – ODBC-compliant DB connectivity, built-in VBA
  • Off-page reference shape
    • using, to shape jump around document / Using the Off-page reference shape to jump around a document
  • Office Data Connection (ODC) file / Using previously created connections
  • OLE2
    • compliance / v2.0 – OLE2 compliance
  • OLEDB
    • used, for importing data / Importing data with OLEDB and ODBC
  • OLE link
    • to DBs / v4.0 – Custom Properties, Properties Reporter, and the OLE link to DBs
  • one-dimensional (1D) type / Connections
  • Open Packaging Convention (OPC) file / The evolution of data in Microsoft Visio, v2013 – improved BCS, Visio services, and the OPC file format
  • Open Packaging Convention compliant / The Visio file format
  • Open Packaging Convention file format / Knowing when to use the Quick Import tool
  • Organization Chart / The Organization Chart

P

  • pages / Starting with the Application object
  • PDF document
    • creating / Creating a PDF or XPS document
  • Pivot Breakdown
    • about / Breaking down by category
    • Pivot Nodes, sorting / Sorting Pivot Nodes
    • Data Graphics of child nodes, editing / Editing Data Graphics of child nodes
    • Pivot Nodes, selecting / Selecting Pivot Nodes
    • columns, configuring / Configuring columns
    • nodes, merging / Merging nodes
  • Pivot Diagram / The Pivot Diagram
    • URL / Overlaying linked data
  • PivotDiagram options
    • configuring / Configuring the PivotDiagram options
  • Pivot Node / Choosing a data source
  • Pivot Nodes
    • sorting / Sorting Pivot Nodes
    • selecting / Selecting Pivot Nodes
  • Properties Reporter
    • about / v4.0 – Custom Properties, Properties Reporter, and the OLE link to DBs

Q

  • Quick Import tool
    • about / Knowing when to use the Quick Import tool
    • shapes importing to, without Shape Data rows / Importing to shapes without existing Shape Data rows
    • shapes importing to, with existing Shape Data rows / Importing to shapes with existing Shape Data rows

R

  • ribbon
    • modifying / Modifying the ribbon

S

  • Shape Data
    • defining / Defining Shape Data
    • Variable List type / Offer some choices but allow others with the Variable List type
    • date picker, presenting with Date type / Presenting a date picker with the Date type
    • elapsed time, measuring with Duration type / Measuring elapsed time with the Duration type
    • monetary values, entering with currency type / Entering monetary values with the Currency type
    • rows, listing in code / Listing Shape Data rows in code
  • Shape Data, data diagrams
    • reading / Reading Shape Data
  • Shape Data section
    • about / Understanding the Shape Data section
    • Shape Data, specifying / Specifying the type of Shape Data
    • text, allowing with String type / Allowing text with the String type
    • choices, offering with Fixed List type / Offering choices with the Fixed List type
    • numerical value, allowing with Number type / Allowing only a numerical value with the Number type
    • True/False choices, with Boolean type simplifying / Simplifying True/False choices with the Boolean type
  • Shape Reports, data diagrams
    • using / Using Shape Reports
  • shapes / Starting with the Application object
    • about / Knowing how shapes relate in structured diagrams
    • applying, to enhnace eligibility / Applying shapes to enhance legibility
    • preparing, for data linking / Preparing shapes for data linking
    • sizing, elapsed days used / Using elapsed days to size and position shapes
    • positioning, elapsed days used / Using elapsed days to size and position shapes
    • URL / Using elapsed days to size and position shapes
    • dropping, to data / Dropping and linking shapes to data
    • linking, to data / Dropping and linking shapes to data
    • connecting, from data / Connecting shapes from data
    • data-linked shapes, adding to containers / Adding data-linked shapes to containers
    • data-linked shapes, adding to links / Adding data-linked shapes to lists
    • callouts, adding / Adding Callouts to shapes
  • ShapeSheet / v1.0 – modifiable ShapeSheets
    • used, for getting grips / Getting to grips with the ShapeSheet
    • Shape Data section / Understanding the Shape Data section
    • Shape Data type, specifying / Specifying the type of Shape Data
    • text, allowing with String type / Allowing text with the String type
  • ShapeWare
    • about / Why use Visio for data diagramming?
  • SharePoint
    • used, for delivering templates / Delivering Templates and Stencils with SharePoint
    • used, for delivering stencils / Delivering Templates and Stencils with SharePoint
  • SharePoint lists
    • importing from / Importing from SharePoint lists
    • same import, achieving with code / Doing the same import from a SharePoint view with code
    • URL / Doing the same import from a SharePoint view with code
  • SharePoint\Office365 web pages
    • viewing in / Viewing in SharePoint/Office365 web pages
  • sharing
    • about / Thinking about sharing
  • Show Value / Using Text Callouts
  • sixth icon
    • URL / Reviewing an Icon Set graphic item Master
  • SolutionXML / Storing data as hidden XML
  • Space Plan / The Space Plan
  • SQL Azure dataset
    • URL / Importing from SQL Server data
  • SQL Server Analysis Services
    • using / Using SQL Server Analysis Services
  • SQL Server data
    • importing from / Importing from SQL Server data
    • retrieving, code used / Using code to retrieve the SQL Server data
    • getting, with stored procedures / Getting data with stored procedures
  • stencils
    • sharing / Sharing custom Templates, Stencils, and Masters
    • delivering, SharePoint used / Delivering Templates and Stencils with SharePoint
  • Structured Diagram API
    • URL / Structuring diagrams overview
  • SVG
    • saving as / Saving as SVG
  • System.IO.Packaging namespace
    • URL / The Visio file format

T

  • template preview images
    • URL / Sharing custom Templates, Stencils, and Masters
  • templates
    • delivering, SharePoint used / Delivering Templates and Stencils with SharePoint
  • Text Callout graphic item
    • reviewing / Reviewing a Text Callout graphic item Master
    • modifying / Modifying a Text Callout graphic item
    • symbol height, changing / Changing the symbol height
    • used, for displaying symbols / Using Text Callouts to display symbols
  • Text Callouts
    • using / Using Text Callouts
  • two-dimensional (2D) shape / Connections

U

  • undo scopes
    • setting / Setting undo scopes
  • user-defined cells
    • about / User-defined Cells
  • User-defined cells, data diagrams
    • reading / Reading User-defined Cells

V

  • validation objects
    • about / Understanding the Validation objects
    • shape sections / Understanding shape sections, rows, and cells
    • rows / Understanding shape sections, rows, and cells
    • cells / Understanding shape sections, rows, and cells
  • validation rules
    • about / Introducing validation rules
  • Viewer
    • embedding, in Windows desktop application / Embedding the Viewer in a Windows desktop application
    • embedding, in web page / Embedding the Viewer in a web page
  • Visio
    • used, for data diagramming / Why use Visio for data diagramming?
    • URL / Why use Visio for data diagramming?
    • data / A very quick introduction to data in Visio
    • used, for viewing Visio documents / Viewing Visio documents without Visio
  • Visio 2 / Why use Visio for data diagramming?
  • Visio Corporation
    • URL / The evolution of data in Visio before the Microsoft acquisition
  • Visio document
    • sharing / Sharing a Visio document
    • exporting / Exporting a Visio document
    • XPS document, creating / Creating a PDF or XPS document
    • PDF document, creating / Creating a PDF or XPS document
    • file type, changing / Changing the file type
    • SVG, saving as / Saving as SVG
    • web page, publishing as / Publishing as a web page
  • Visio documents
    • viewing, Visio used / Viewing Visio documents without Visio
    • Viewer, embedding in Windows desktop application / Embedding the Viewer in a Windows desktop application
    • Viewer, embedding in web page / Embedding the Viewer in a web page
    • SharePoint\Office365 web pages, viewing / Viewing in SharePoint/Office365 web pages
    • data, protecting / Protecting data
  • Visio file format
    • about / The Visio file format
  • Visio object model
    • about / Understanding the Visio object model
    • application object, starting with / Starting with the Application object
    • Master shape, relationship / Understanding the relationship of the Master shape and its shape instances
    • shape instances / Understanding the relationship of the Master shape and its shape instances
    • shape, identifying / Knowing how a shape can be identified
    • GUID (globally unique identifier) / How to use a globally unique identifier
    • Index property, dangers / The danger of using the Index property
    • shape text, reviewing / Reviewing shape text
    • DataRecordsets collection / Understanding the DataRecordsets collection
    • validation objects / Understanding the Validation objects
    • shapes selected in UI, getting / Getting shapes selected in the UI
  • Visio Professional 2016
    • about / A very quick introduction to importing and linking data
  • Visio Samples
    • connecting, via ODBC in code / Connecting the Visio Samples via ODBC in code
  • Visio SDK
    • URL / Creating installation packages
  • Visio ShapeSheet
    • URL / User-defined Cells
  • Visio Solution Publishing Tool
    • URL / Creating installation packages
  • Visio Solutions
    • URL / Why use Visio for data diagramming?
  • Visio Viewer
    • URL / Embedding the Viewer in a Windows desktop application
  • Visual Basic (VB) / Why use Visio for data diagramming?
  • Visual Basic for Applications (VBA) / Why use Visio for data diagramming?

W

  • web page
    • Viewer, embedding in / Embedding the Viewer in a web page
    • publishing as / Publishing as a web page
  • Windows desktop application
    • Viewer, embedding / Embedding the Viewer in a Windows desktop application

X

  • XML data
    • using / Using XML data
    • URL / Using XML data
  • XML format
    • URL / Using XML data
  • XPS document
    • creating / Creating a PDF or XPS document
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