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You're reading from  Mastering Data Visualization with Microsoft Visio Professional 2016

Product typeBook
Published inMay 2016
PublisherPackt
ISBN-139781785882661
Edition1st Edition
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Authors (2):
David Parker
David Parker
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David Parker

David J Parker's background has been in data visualization ever since he struggled to produce lists of hospital equipment from Computer Aided Design models of buildings as a budding architect in the '80s. He moved into building and infrastructure asset management in the late '80s using a Unix system and gradually migrated to Windows-based systems throughout the '90s. He became a European Business partner of Visio Corporation in 1996 and presented the database-linked Visio solutions that he was providing merchant banks in London and New York with at several international conferences. David started bVisual Ltd. in 1998, which provides Visio-based solutions to various industries, and became a Silver-level Microsoft partner. He has been a Microsoft MVP (Visio) for the last 12 years and has helped Microsoft Corp, UK and Western Europe, by providing Visio solutions, training, website content, and presentations. David has had several books on Visio published and has been presenting Visio/SharePoint integration courses for many years for Microsoft Western Europe, from Oslo in the North down to Lisbon in the South. He has presented at SQL and SharePoint Saturday conferences and writes a regular blog for people interested in Microsoft Visio.
Read more about David Parker

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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 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 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:

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.

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Mastering Data Visualization with Microsoft Visio Professional 2016
Published in: May 2016Publisher: PacktISBN-13: 9781785882661
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Authors (2)

author image
David Parker

David J Parker's background has been in data visualization ever since he struggled to produce lists of hospital equipment from Computer Aided Design models of buildings as a budding architect in the '80s. He moved into building and infrastructure asset management in the late '80s using a Unix system and gradually migrated to Windows-based systems throughout the '90s. He became a European Business partner of Visio Corporation in 1996 and presented the database-linked Visio solutions that he was providing merchant banks in London and New York with at several international conferences. David started bVisual Ltd. in 1998, which provides Visio-based solutions to various industries, and became a Silver-level Microsoft partner. He has been a Microsoft MVP (Visio) for the last 12 years and has helped Microsoft Corp, UK and Western Europe, by providing Visio solutions, training, website content, and presentations. David has had several books on Visio published and has been presenting Visio/SharePoint integration courses for many years for Microsoft Western Europe, from Oslo in the North down to Lisbon in the South. He has presented at SQL and SharePoint Saturday conferences and writes a regular blog for people interested in Microsoft Visio.
Read more about David Parker