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SQLSaturday 323 – Paris 2014
Visualising SQL and SharePoint
data with Microsoft Visio Pro.
David Parker
Microsoft MVP (Visio)
davidp@bvisual.net
@VisioRules
https://doc.co/Q43c2m
http://bit.ly/1KhFyCR
This deck :
Blog :
SQLSaturday 323 – Paris 2014
Thanks to our Main Sponsors:
SQLSaturday 323 – Paris 2014
bVisual profile
Visio consultant
trainer
author
David Parker
11 years MVP
UK based
global reachbVisual ltd
Visio consultancy
training
proof of concepts
bVisual ltd
founded in 1998
by David Parker
Microsoft Partner
15 years
SQLSaturday 323 – Paris 2014
bVisual typical client solutions
Network
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Cabling Solutions
National
Physical
Laboratory
Project Planning
Roadmaps
Rail Accident
Investigation Board
Rail Accident
Fault Analysis
Trees
Perenco
Personnel
Locations + Asset
Tracking
SQLSaturday 323 – Paris 2014
bVisual consultancy and training
SQLSaturday 323 – Paris 2014
Microsoft Visio 2013 editions
Visio Standard
2013
Easily create versatile
diagrams using a rich set
of new and updated
shapes and stencils.
Visio Professional 2013
Work as a team to easily create and
share professional diagrams that simplify
complex information.
Take advantage of all
features in Visio
Professional 2013 as
an always-up-to-date
subscription from
Office 365.
Visio Pro for
Office 365
SQLSaturday 323 – Paris 2014
Visio for everyone
IT Management
Software
Development
Facility
Management
Quality
Management
Work Flow
Design
Process
Modeling Mockup
Planning
Mind mapping
Dashboard
Organizational
Management
Layout Design
SQLSaturday 323 – Paris 2014
sql-sales-01
IP Address 10.0.1.104
Memory 32 GB
CPU 1.60 Ghz
Windows Server 2008 R2
L
S
XL
Text Callouts
Label 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
SQLSaturday 323 – Paris 2014
Supported refreshable data sources
Supports
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
BCS
ODC
BCS
SQLSaturday 323 – Paris 2014
Linking Data to Shapes
SQL
SQLSaturday 323 – Paris 2014
How text or graphics are updated by data
Change Value
in Data Source
Refresh
DataRecordset
Linked Shape
Data value
updates
Related cell
value updates
Displayed text
or graphic
updates
SQLSaturday 323 – Paris 2014
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
SQLSaturday 323 – Paris 2014
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
SQLSaturday 323 – Paris 2014
Structured Diagrams
Connectivity
Connected
To
Glued To
Containment
Containers
Categories
Order
Lists
Directional
Associations
Callouts
Zero to
many
SQLSaturday 323 – Paris 2014
Pivot Diagram overlaid with …
SQLSaturday 323 – Paris 2014
… Link Data to Shapes and Data Graphics
Data bars
Text
Icon sets
Color by Value
SQLSaturday 323 – Paris 2014
Run in Developer Mode
• FILE  Options  Advanced  General  Run in developer mode
• Extra right mouse menu option
• Extra ribbon group
Developer mode SDK Extras
SQLSaturday 323 – Paris 2014
Add smartness with the ShapeSheet
SQLSaturday 323 – Paris 2014
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
SQLSaturday 323 – Paris 2014
Visio Client Programming Stack
VisioViewer
Visio
Drawings
DataDiagramming
ML
Save
As
Web
Visio Engine
VisioSDK
Tools&WizardsSamplecode
ShapeSheet, Smart Shapes
.NET Primary Interoperability Assemblies (PIAs)
Visio Object Model (COM)
Visio Drawing
Control (ActiveX)
Full
Visio
Client
App
Extensibility Support
VSTO Add-in
COM Add-in
Add-ons
VBA
SQLSaturday 323 – Paris 2014
Writing Validation Rules
Target
• Document, Page
or Shape
Filter
• Refine targets by
evaluating to
True
Test
• Create issue by
evaluating to
False
SQLSaturday 323 – Paris 2014
Visio Services Architecture
Visio Web
Access
Custom Data
Providers
Visio JSOM Mash-
Up API
Web Part
Connections
Visio Proxy
Visio Graphics Service
vsdx/vsdm/vdw
SharePoint Content DatabaseExternal Data Sources
SQL OLEDB/ODBCXLSX SP Lists
SQLSaturday 323 – Paris 2014
Data Linked Diagrams Example
• SQL Server
• SharePoint
• BCS
• Visio
XML
SQLSaturday 323 – Paris 2014
Visio, SharePoint and SQL Server
SQLSaturday 323 – Paris 2014
Schema Explorer from bVisual
Coming
soon
SQLSaturday 323 – Paris 2014
DataView from bVisual
Coming
soon
SQLSaturday 323 – Paris 2014
visViewer from bVisual
Already
available
Office Mix of visViewer
SQLSaturday 323 – Paris 2014
Demo
SQLSaturday 323 – Paris 2014
bVisual Publications
bit.ly/VRMrVS
blog.bvisual.net
bit.ly/1g8ZDY5
visualizinginformation.co
m
visiorules.com
bit.ly/1kv3nqo
visiorules.com/2010
bit.ly/Vy3ITB
SQLSaturday 323 – Paris 2014
bVisual Visio Add-Ins, Apps and Shapes
visit bvisual.net
for all products
Document Imager
RulesTools
multiSelect
Metro Icons
pdSelect
visViewer
Multi-Language Text
SQLSaturday 323 – Paris 2014
bVisual Windows + Windows Phone Apps
Windows Store
bit.ly/1kv3nqo
Windows Store
bit.ly/1n0NEPL
eXplore Visio
review the templates,
stencils, masters and
add-ons
Windows Phone
bit.ly/1lDenY0
The Visio 2010
MVP Sessions
24 educational videos
Windows Phone
bit.ly/1qEmjch
SQLSaturday 323 – Paris 2014
Microsoft Visio Resources
Microsoft Visio
Product Web
• bit.ly/1STdjxG
Microsoft Visio
Blog
• bit.ly/1JmHb0R
For Microsoft
Visio Developers
• bit.ly/1GVDhMc
Search for Visio
MVPs
• bit.ly/1FSbnhY
SQLSaturday 323 – Paris 2014
http://1drv.ms/1FDAZgI
David Parker
Microsoft MVP (Visio)
davidp@bvisual.net
@VisioRules
https://doc.co/Q43c2m
http://bit.ly/1KhFyCR
This deck :
Blog :

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

  • 1. SQLSaturday 323 – Paris 2014 Visualising SQL and SharePoint data with Microsoft Visio Pro. David Parker Microsoft MVP (Visio) davidp@bvisual.net @VisioRules https://doc.co/Q43c2m http://bit.ly/1KhFyCR This deck : Blog :
  • 2. SQLSaturday 323 – Paris 2014 Thanks to our Main Sponsors:
  • 3. SQLSaturday 323 – Paris 2014 bVisual profile Visio consultant trainer author David Parker 11 years MVP UK based global reachbVisual ltd Visio consultancy training proof of concepts bVisual ltd founded in 1998 by David Parker Microsoft Partner 15 years
  • 4. SQLSaturday 323 – Paris 2014 bVisual typical client solutions Network Equipment Design Nexans Building Cabling Solutions National Physical Laboratory Project Planning Roadmaps Rail Accident Investigation Board Rail Accident Fault Analysis Trees Perenco Personnel Locations + Asset Tracking
  • 5. SQLSaturday 323 – Paris 2014 bVisual consultancy and training
  • 6. SQLSaturday 323 – Paris 2014 Microsoft Visio 2013 editions Visio Standard 2013 Easily create versatile diagrams using a rich set of new and updated shapes and stencils. Visio Professional 2013 Work as a team to easily create and share professional diagrams that simplify complex information. Take advantage of all features in Visio Professional 2013 as an always-up-to-date subscription from Office 365. Visio Pro for Office 365
  • 7. SQLSaturday 323 – Paris 2014 Visio for everyone IT Management Software Development Facility Management Quality Management Work Flow Design Process Modeling Mockup Planning Mind mapping Dashboard Organizational Management Layout Design
  • 8. SQLSaturday 323 – Paris 2014 sql-sales-01 IP Address 10.0.1.104 Memory 32 GB CPU 1.60 Ghz Windows Server 2008 R2 L S XL Text Callouts Label 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
  • 9. SQLSaturday 323 – Paris 2014 Supported refreshable data sources Supports 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 BCS ODC BCS
  • 10. SQLSaturday 323 – Paris 2014 Linking Data to Shapes SQL
  • 11. SQLSaturday 323 – Paris 2014 How text or graphics are updated by data Change Value in Data Source Refresh DataRecordset Linked Shape Data value updates Related cell value updates Displayed text or graphic updates
  • 12. SQLSaturday 323 – Paris 2014 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
  • 13. SQLSaturday 323 – Paris 2014 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
  • 14. SQLSaturday 323 – Paris 2014 Structured Diagrams Connectivity Connected To Glued To Containment Containers Categories Order Lists Directional Associations Callouts Zero to many
  • 15. SQLSaturday 323 – Paris 2014 Pivot Diagram overlaid with …
  • 16. SQLSaturday 323 – Paris 2014 … Link Data to Shapes and Data Graphics Data bars Text Icon sets Color by Value
  • 17. SQLSaturday 323 – Paris 2014 Run in Developer Mode • FILE Options Advanced General Run in developer mode • Extra right mouse menu option • Extra ribbon group Developer mode SDK Extras
  • 18. SQLSaturday 323 – Paris 2014 Add smartness with the ShapeSheet
  • 19. SQLSaturday 323 – Paris 2014 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
  • 20. SQLSaturday 323 – Paris 2014 Visio Client Programming Stack VisioViewer Visio Drawings DataDiagramming ML Save As Web Visio Engine VisioSDK Tools&WizardsSamplecode ShapeSheet, Smart Shapes .NET Primary Interoperability Assemblies (PIAs) Visio Object Model (COM) Visio Drawing Control (ActiveX) Full Visio Client App Extensibility Support VSTO Add-in COM Add-in Add-ons VBA
  • 21. SQLSaturday 323 – Paris 2014 Writing Validation Rules Target • Document, Page or Shape Filter • Refine targets by evaluating to True Test • Create issue by evaluating to False
  • 22. SQLSaturday 323 – Paris 2014 Visio Services Architecture Visio Web Access Custom Data Providers Visio JSOM Mash- Up API Web Part Connections Visio Proxy Visio Graphics Service vsdx/vsdm/vdw SharePoint Content DatabaseExternal Data Sources SQL OLEDB/ODBCXLSX SP Lists
  • 23. SQLSaturday 323 – Paris 2014 Data Linked Diagrams Example • SQL Server • SharePoint • BCS • Visio XML
  • 24. SQLSaturday 323 – Paris 2014 Visio, SharePoint and SQL Server
  • 25. SQLSaturday 323 – Paris 2014 Schema Explorer from bVisual Coming soon
  • 26. SQLSaturday 323 – Paris 2014 DataView from bVisual Coming soon
  • 27. SQLSaturday 323 – Paris 2014 visViewer from bVisual Already available Office Mix of visViewer
  • 28. SQLSaturday 323 – Paris 2014 Demo
  • 29. SQLSaturday 323 – Paris 2014 bVisual Publications bit.ly/VRMrVS blog.bvisual.net bit.ly/1g8ZDY5 visualizinginformation.co m visiorules.com bit.ly/1kv3nqo visiorules.com/2010 bit.ly/Vy3ITB
  • 30. SQLSaturday 323 – Paris 2014 bVisual Visio Add-Ins, Apps and Shapes visit bvisual.net for all products Document Imager RulesTools multiSelect Metro Icons pdSelect visViewer Multi-Language Text
  • 31. SQLSaturday 323 – Paris 2014 bVisual Windows + Windows Phone Apps Windows Store bit.ly/1kv3nqo Windows Store bit.ly/1n0NEPL eXplore Visio review the templates, stencils, masters and add-ons Windows Phone bit.ly/1lDenY0 The Visio 2010 MVP Sessions 24 educational videos Windows Phone bit.ly/1qEmjch
  • 32. SQLSaturday 323 – Paris 2014 Microsoft Visio Resources Microsoft Visio Product Web • bit.ly/1STdjxG Microsoft Visio Blog • bit.ly/1JmHb0R For Microsoft Visio Developers • bit.ly/1GVDhMc Search for Visio MVPs • bit.ly/1FSbnhY
  • 33. SQLSaturday 323 – Paris 2014 http://1drv.ms/1FDAZgI David Parker Microsoft MVP (Visio) davidp@bvisual.net @VisioRules https://doc.co/Q43c2m http://bit.ly/1KhFyCR This deck : Blog :

Notes de l'éditeur

  1. Make Your Own Visio Data Graphic Icons Sets … automatically - http://blog.bvisual.net/2012/04/19/make-your-own-visio-data-graphic-icons-sets-automatically/
  2. http://blog.bvisual.net/2015/04/29/linking-data-to-visio-with-sql-server-stored-procedures/ http://blog.bvisual.net/2014/09/11/linking-sql-database-on-azure-to-visio/ http://blog.bvisual.net/2014/09/26/linking-sql-database-on-azure-to-visio-via-sharepoint-online/ http://blog.bvisual.net/2014/03/26/creating-a-schema-from-visio-external-data-record-sets/
  3. *Specify a format picture in the Format cell **Specify the list items in the Format cell
  4. There are many types of diagrams that can be considered as structured. A process flow diagram is one type of structured diagram, but there are many other diagrams that structure can be applied to. A structured diagram is one where there is a set of logical relationships between shapes. Relationships bring visual organization to diagrams, and they can provide special interaction capabilities. Visio 2010+ (all editions) introduced some new features that make it easy for users to form these relationships. The containers, lists, and callouts in Visio 2010+ enable shapes to determine containment, order, and association, respectively. This is in addition to the connectivity relationships that have always been possible in Visio, but are now easier to understand and navigate with the new Connectivity API. Adding Structure to Diagrams in Visio 2010 - http://bit.ly/1KYdBO7
  5. ARUBA\AdventureWorks2014x8 AdventureWorks2014 EXEC uspGetManagerEmployees 26 BusinessEntityID
  6. ARUBA\AdventureWorks2014x8 AdventureWorks2014 EXEC uspGetManagerEmployees 26 BusinessEntityID
  7. ARUBA\AdventureWorks2014x8 AdventureWorks2014 EXEC uspGetManagerEmployees 26 BusinessEntityID
  8. Writing rules to validate diagrams in Visio 2010 – A worked example - http://blog.bvisual.net/2010/02/15/writing-rules-to-validate-diagrams-in-visio-2010-%E2%80%93-a-worked-example/ New MSDN Article : Introduction to Validation Rules in Visio Premium 2010 - http://blog.bvisual.net/2010/10/01/msdn_article_2010/ Introduction to Validation Rules in Visio Premium 2010 - http://bit.ly/1MHvX7o
  9. PCF Master list - https://bvisualnet.sharepoint.com/rnli/_layouts/15/start.aspx#/Lists/PCF%20Master/AllItems.aspx Originated from APQC - https://www.apqc.org/ PCF – Process Classification Framework In Microsoft Dynamics Lifecycle Services, you can use Business process modeler to create, view, and modify business-process libraries and flowcharts for Microsoft Dynamics AX. Business process modeler helps you align your Microsoft Dynamics AX processes with industry-standard processes as described by American Productivity & Quality Center (APQC).  - https://technet.microsoft.com/EN-US/library/dn268623.aspx Maximize Filter by item Edit Item to update Is Mapped Process Diagrams https://bvisualnet.sharepoint.com/rnli/pd/default.aspx RNLI Maps - https://bvisualnet.sharepoint.com/rnli/SitePages/RNLI%20Maps.aspx