Sql saturday and share point saturday cambridge 2015 - david parker - visio

SQLSaturday 323 – Paris 2014

Visualising SQL and SharePoint data with Microsoft Visio Pro.

David ParkerMicrosoft MVP (Visio)[email protected]

@VisioRules

https://doc.co/Q43c2mhttp://bit.ly/1KhFyCR

This deck :Blog :

mailto:[email protected]

https://doc.co/Q43c2m


http://bit.ly/1KhFyCR


Thanks to our Main Sponsors:


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David Parker 11 years MVP

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Microsoft Partner 15 years


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sql-sales-01

IP Address 10.0.1.104

Memory 32 GB

CPU 1.60 Ghz

Windows Server 2008 R2

L

S

XL

Text CalloutsLabel Value Label Value

Value Label Value

Icon Sets

Data Bars

32

15

32

57

50 30 20

Color By Value

Key visualisation features

Surface Shape Data values• Optionally from External Data

via Link

Refreshable shape geometry• Icon Sets• Text Callouts• Data Bars• Color by Value

Data Graphics

All Visio shapes are evaluated for rendering

Build shapes that respond to data changes• Drive geometry, formatting,

text, etc via the ShapeSheet

Shape Behavior


Supported refreshable data sourcesSupports Kerberos, SSS & Unattended Authentication

Native SQL Azure support

Native External Lists support via BCS – WCF, .NET, OData

SharePoint 2013

On-Premises

Office 365 is a multi-tenant environment

Native External Lists support via BCS

Office 365

Custom

ODBC

OLEDB

SP Lists

ExcelServices

BCS

SQLODC

SP Lists

ExcelServices

BCS


Linking Data to Shapes

SQL


How text or graphics are updated by data

Change Value in Data Source

Refresh DataRecordse

t

Linked Shape Data value

updatesRelated cell

value updates

Displayed text or graphic updates


Shape Data types•Up to 32k characters0 - String•Users can select only one item from the list**1 - Fixed list•Number. Includes date, time, duration, and currency values as well as scalars, dimensions, and angles*2 - Number•Displays FALSE and TRUE as items users can select from a drop-down list box3 - Boolean•Users can select a list item or enter a new item that is added to the current list**4 - Variable list•Displays days, months, and years, or seconds, minutes, and hours, or a combined date and time value*5 - Date time•Displays elapsed time*6 - Duration•Uses the system's current Regional Settings*7 - Currency

*Specify a format picture in the Format cell**Specify the list items in the Format cell


Displaying Data on Visio Shapes

Link Data to Shapes

Shape Data

Data Graphics

Refreshable

Pivot Diagram

Creates structure

Hidden DataRecordsets

Non-refreshable

Custom Code

VBA

Add-ins

Add-ons


Structured Diagrams

Connectivity

Connected To

Glued To

Containment

Containers

Categories

Order

Lists

Directional

Associations

Callouts

Zero to many


Pivot Diagram overlaid with …


… Link Data to Shapes and Data Graphics

Data bars

Text

Icon sets

Color by Value


Run in Developer Mode

• FILE \ Options \ Advanced \ General \ Run in developer mode• Extra right mouse menu option• Extra ribbon group

Developer mode SDK Extras


Add smartness with the ShapeSheet


Common ShapeSheet Sections

Shape Data

Can be auto-generated

Some data types

Data graphics

Hyperlinks

Zero to many

Can be auto-generated

Most url protocols

User-defined Cells

Hidden data

Cell value changed triggers

Reserved row names

Actions

Right-mouse menu

Can change data values

Call formulas or code


Visio Client Programming Stack

Visio

Vie

wer

Visio

Draw

ings

Data

Dia

gram

min

gM

L

SaveAs

Web

Visio Engine

Visio

SDK

Tool

s & W

izard

sSa

mpl

e co

de

ShapeSheet, Smart Shapes

.NET Primary Interoperability Assemblies (PIAs)

Visio Object Model (COM)

Visio DrawingControl (ActiveX)

Full Visio

Client App

Extensibility Support

VSTO Add-in

COM Add-in

Add-ons

VBA


Writing Validation Rules

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or Shape

Filter• Refine targets by

evaluating to True

Test• Create issue by

evaluating to False


Web

Fro

nt

End

App.

Serv er

Back

en dVisio Services Architecture

Visio Web Access

Custom Data Providers

Visio JSOM Mash-Up API

Web Part Connections

Visio Proxy

Visio Graphics Service

vsdx/vsdm/vdwSharePoint Content

DatabaseExternal Data Sources

SQL OLEDB/ODBCXLSX SP Lists


Data Linked Diagrams Example• SQL Server• SharePoint• BCS• Visio

Process DiagramsBCS

Shar

ePoin

t

Process MapVisio

XML

PCF Master

SQL S

erve

r


Visio, SharePoint and SQL Server

Custom template & shapesLinked data

Semi-automatic diagramming & manual enhancements

Validate, control version & publish

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David ParkerMicrosoft MVP (Visio)[email protected]

@VisioRules

https://doc.co/Q43c2mhttp://bit.ly/1KhFyCR

This deck :Blog :

mailto:[email protected]



http://bit.ly/1KhFyCR

Technology

Sql saturday and share point saturday cambridge 2015 - david parker - visio