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Visualize Complex Processes with Microsoft Visio

You're reading from   Visualize Complex Processes with Microsoft Visio A guide to visually creating, communicating, and collaborating business processes efficiently

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Product type Paperback
Published in May 2023
Publisher Packt
ISBN-13 9781837631926
Length 314 pages
Edition 1st Edition
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Authors (2):
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Senaj Lelic Senaj Lelic
Author Profile Icon Senaj Lelic
Senaj Lelic
David Parker David Parker
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David Parker
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Toc

Table of Contents (14) Chapters Close

Preface 1. Chapter 1: Choosing the Correct Business Process Diagram Type 2. Chapter 2: Choosing the Best Visio Edition for Our Needs FREE CHAPTER 3. Chapter 3: Learning to Manually Create Process Flow Diagrams 4. Chapter 4: Using Visio for Desktop with BPMN 5. Chapter 5: Utilizing Data Sources to Create and Enrich Business Process Diagrams 6. Chapter 6: Learn How to Diagram Efficiently 7. Chapter 7: Preparing Diagrams for Presentation and Collaboration 8. Chapter 8: Securing and Providing Access to Diagrams 9. Chapter 9: Integrating Visio with Other Microsoft Apps 10. Chapter 10: Customizing Master Shapes and Templates 11. Chapter 11: Improving the Provided Flowchart Shapes 12. Index 13. Other Books You May Enjoy

Creating Visio for Desktop and Excel process diagram templates for others

We have been using the instance of master shapes from the Basic Flowchart Shapes stencil in this chapter. We have seen, for a given shape, that in addition to pre-defined shape data fields, additional shape data fields with values as specified in our source data table are appended to Shape Data when the diagram has been created using Data Visualizer. The pre-defined Shape Data fields on each of these shapes will have no data placed in them apart from the Function row. These pre-defined fields are explained here:

The default Shape Data rows (or fields) are as follows:

  • Cost: This must be numeric and is displayed as currency
  • Process Number: This must be numeric
  • Function: This is inherited from the text of the swimlane that it is contained in
  • Start Date: This must be a date
  • End Date: This must be a date
  • Status: This can be selected from a default drop-down list or any other text value...
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