Advanced Visualizations and Dashboards with Visio ServicesChris HopkinsTechnical Product ManagerMicrosoft

OFC-B316

Building a BI dashboard using Visio + Visio Services

Unlock advanced capabilities using out-of-the-box features

Data Linking Best PracticesExcel ServicesSharePoint ListsSQL Server – On Premises + AzureBCSCustom

Advanced Dashboard CapabilitiesWeb Part ConnectionsMash up APICustom Integration

Session Objectives And Takeaways

Capabilities

Renders diagrams in the browserHigh quality PNG(s) for full fidelityNo dependence on SilverlightNative support for the Visio file formatDiagram consumers do not need a Visio client Available across devices using desktop browsers and mobile browsers

Users interact with contentPan, Zoom, Hyperlinks, View Shape Data

Accessible only via SharePointOn premises & in cloud using Office 365

Visio Services…

supports data refreshable diagramsNot static snapshotsManaged data refreshVisualize data in unique /custom ways

Refreshable not editableMeant for consumers / dashboardsClient is needed for editing

Client = Dashboard Designer

Visio Services…

Demo

Various Visio Dashboard Examples

Microsoft LATAM

Sales Dashboard

Process Repository

© IOZ AG

SharePoint Topology Add-in

Building a Visio dashboard

Components

What Design?Visio ShapesData GraphicsCustom ShapesImagesClipartCADSVG…

What Data?SharePointExcelSQL…

Surface Shape Data valuesVisual version of ‘Insert Field’

Dynamic shape behaviorsIcon SetsText CalloutsData BarsColor by Value

Build your ownThese are just special Visio shapes

Data Visualization using Data Graphics

Text Callouts

Icon Sets

Data Bars

Color By Value

Production90 Day Avg (hrs): 21.2

Exceptions: 2

Actual (hrs): 23.7Target (hrs): 22

Build behavior into your shapes which respondto data changes

Change formattingChange textChange geometryChange size and positionChange visibility

All shapes evaluated for renderingVisio Services in 2010 was limited to Data Graphics

Data Visualization using shape behavior

NEED TO RESTOCK

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Production90 Day Avg (hrs): 21.2

Exceptions: 2

Actual (hrs): 10Target (hrs): 22

1. Link record set(s) to diagramMultiple data record sets supported within a single diagramData is cached in the diagram for portability

2. Link record(s) to shape(s)Link 1 record to N number of shapesLink 1 record from each record set to the same shape

3. Configure Data GraphicsRules evaluate based on values / formulas

Data Linking - a 3 step process

RUNNING LOW

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Current Stock29

Shape Data supports formulasCreate a new property for your shapes that performs calculations based on the other linked Shape Data properties

Data Graphics support formulas{field name}Otherwise useShapeSheetsyntax

Data SourceCalculated at the source

Views, Store Procedures, PowerPivot, …

Aggregate data from refresh

Demo

Getting the most out ofVisio Services

Advanced BI starts with the clientCombine Data Graphic Items

Use Formulas to calculate properties

Link a record to multiple shapesHyperlink to detail pages

Data sourcebest practices

Visio Services refreshes from anumber of data sources

Excel ServicesRanges and Tables

SharePoint ListsNative ListsExternal Lists (BCS)

SQLSQL ServerSQL Azure

Advanced data scenarios

.NETOLED

BODBC

SP Lists

Excel Servic

es

+

BCS

Custom

Excel Services

SharePoint Lists&BCS

BCS&SQL

Custom

Data Source Best Practices• Refreshed using current user

credentials• User needs access to the diagram and

workbook locations• Must reside in a document library

• No network shares• VSDX and XLSX on the same farm

• XLSX format, no old XLS formats• Link and Refresh from

• Sheets / Tables• Named Ranges / Custom Range

• Refreshed using OLEDB driver• Provider=Microsoft.ACE.OLEDB.12…

Excel Services

SharePoint Lists&BCS

BCS&SQL

Custom

Data Source Best Practices

Excel Services&PowerPivotGallery

SharePoint Lists&BCS

BCS&SQL

Custom

Data Source Best Practices

Excel Services

SharePoint Lists&BCS

BCS&SQL

Custom

Data Source Best Practices• SharePoint Lists are an easy yet

powerful data source• Same farm as the Visio diagram• User needs read access to the list

• Get your data in a list and VGS can refresh from it

• Manual Edit• SharePoint Workflow• Timer Job• Web Service• PowerShell Script• Applications or Services

Excel Services

SharePoint Lists&BCS

SQL &SQL Azure

Custom

Data Source Best Practices• BCS allows you to configure

external content types for connecting to

• External SQL DBs• SQL On Premises• SQL Azure• WCF Services• Custom .NET providers

• External Lists are fully supported inVisio 2013

• BCS add-in for 2010

Excel Services

SharePoint Lists&BCS

SQL&SQL Azure

Custom

Data Source Best Practices• Support for SQL Server 7.0 –>

2012• + SQL Azure

• No Analysis Services or Reporting Services

• at least not directly• Tables & Views

• provided via Visio Data Linking dialog

• Can we refresh from Stored Procedures?

• Yes!• Not available in the Visio client UI for

the SQL data source option• Configure BCS to execute the stored

procedure – connect Visio via External List

Excel Services

SharePoint Lists&BCS

SQL&SQL Azure

Custom

Data Source Best Practices• Server Code

• .NET assembly deployed to the GAC and registered as a Trusted Data Provider for the Visio Services service application

• Implements AddonDataHandler• Returns a .NET DataSet object to Visio

Services• Client Code

• Create and maintain the record set• Set the ConnectionString so Visio

Services knows to call your data provider

• Example: Visio add-in for System Center 2012 Operations Manager

Integration

Visio Web Access web partBuild a custom page focused on a particular diagram and customize the user experience

Auto Refresh

Web Part ConnectionsSetup part to part communications to enable predetermined integration scenarios

JavaScript Mash-up APIWrite your own custom dash board using JavaScript, ASP .NET, etc.

SharePoint Integration options

Control the experience for the diagramSet Pan, Zoom, Selection, and Hyperlink behaviorNo Chrome experience for clean integrationAuto refresh capability by the minute

Web Part ConnectionsSet the diagram that is being rendered in the web partSet the view to a specific shape in the diagramHighlight a specific shape(s)Filter the diagramSend Shape Data to a consumer

Visio Web Access web part

JavaScript client side APIInvestigate pages, shapes, shape data, hyperlinksReact to events like users clicking on shapesAdditional APIs for Commenting features

HTML OverlaysEmbed HTML5 elements at runtime

CanvasVideosAudioAnimations

Visio Services is extensible…

Demo

Enhancing the dashboard experienceusing web part connectionsand JavaScript API

Other integration opportunities• PowerView is not a data source but

a visualization tool for PowerPivot

• Data connect Visio diagrams to the pivot tables in PowerPivot

• Incorporate PowerView in a Mashup with Visio Services connected to the same data source

PowerView System Center

SAPDynamicsWeb Service

Other integration opportunities• System Center contains a wealth

of information

• Visio add-in for System Center 2012 Operations Manager

• BCS• PowerShell• Solution code

PowerView System Center

SAPDynamicsWeb Service

Other integration opportunities• SAP

• Dynamics

• Web Services• XML, JSON

• BCS• PowerShell• Solution code

PowerView System Center

SAPDynamicsWeb Service

Data Linking best practicesUtilize OOB data sources - Nothing wrong with Custom but limited to Visio Services refresh

Schema Changes – Were not just talking about Data Types, no missing rows or columns

Configure views or queries or filters that give you predictable results

Multiple data sources, multiple shapes, Shape Data formulas

Drill downs and PivotsJust hyperlinking and page navigation

MashupsJavaScript API

In Review: Session Objectives And Takeaways

Official Product Sitehttp://visio.microsoft.com

Product Team bloghttp://blogs.office.com/b/visio/

Chris Hopkins Visio Bloghttp://blogs.msdn.com/b/chhopkin/

Visio Ignite Traininghttp://msdn.microsoft.com/en-US/office/dn448488

Related Content

Hands-on LabsOFC-H301 – Building a Market Trends Dashboard using Visio Services in SharePoint 2013

Related Content

Resources

Learning

Microsoft Certification & Training Resources

www.microsoft.com/learning

msdn

Resources for Developers

http://microsoft.com/msdn

TechNet

Resources for IT Professionals

http://microsoft.com/technet

Sessions on Demand

http://channel9.msdn.com/Events/TechEd

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© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.