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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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Table of Contents (13) Chapters Close

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

Other significant current add-ons that use data

There are a few add-ons that use data to generate diagrams, and they even provide the ability to export data. A couple of these utilize more specialist data such as Schedule | Gantt Chart and Schedule | Timeline for Microsoft Project. However, these three add-ons use data to create the layout of a diagram, which can then be enhanced with linked, refreshable data.

The Organization Chart

First introduced in Visio 4.0, this popular wizard and its supporting add-on provide the ability to create hierarchical organization charts, and as the following screenshot shows, it can use Microsoft Exchange, Excel, text files, or an ODBC compliant data source:

The Organization Chart

The imported data is used to create a hierarchical structure, but there is currently no refresh functionality. However, it can be overlaid with refreshable data using the Data | Custom Import feature that is covered in Chapter 3, Linking Data to Shapes. There is also the ability to compare two Visio documents in order to check what the differences are. It also has an export feature that outputs the shape data and hierarchical relationship to an Excel workbook, text, or CSV file.

This add-on has some other good features that some Visio users love. For example, it has the ability to insert images into the shape easily. This is all done using a non-extendable add-on, which makes it difficult to develop with.

The Space Plan

First introduced in Visio 2003, this add-on provides the ability to import and, as the following screenshot shows, use Microsoft Exchange, Excel, Active Directory, or an ODBC-compliant data source.

The Space Plan

The imported data is displayed in the Space Explorer window, and it can be refreshed from the ribbon. Unless you need to directly import data from Active Directory or Exchange Server, or particularly like the Space Explorer tree view display or the ability to automatically add shapes onto other shapes (such as Person or Asset shapes onto Space shapes), then I recommend using the Data | Custom Import feature that is covered in Chapter 3, Linking Data to Shapes.

The Pivot Diagram

This add-on uses the same Data Selector as the Data | Custom Import feature but with the extra capability of using SQL Server Analysis Services as a data source, as the following screenshot shows:

The Pivot Diagram

This add-on also utilizes the DataRecordsets collection that is covered in the next chapter, but DataRecordsets are hidden and numerous. This add-on, though, is worthy of more explanation and is covered in Chapter 5, Using the Pivot Diagram Add-On, since you can overlay with refreshable data by using the Data | Custom Import feature that is covered in Chapter 3, Linking Data to Shapes.

You have been reading a chapter from
Mastering Data Visualization with Microsoft Visio Professional 2016
Published in: May 2016
Publisher: Packt
ISBN-13: 9781785882661
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