Building BI Dashboards Using Visio 2013
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This document outlines a presentation on building business intelligence (BI) dashboards using Visio 2013 and SharePoint 2013. It includes an agenda with topics on why to use SharePoint 2013 and Visio Services, using Excel Services, and demos of creating simple, detailed Visio diagrams. The presenter is introduced as having 18 years of IT experience, including working with SharePoint since its early releases. Requirements for refreshing Visio diagrams from Excel data are also outlined.
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Building BI Dashboards Using Visio 2013
- 1. Building BI Dashboards Using Visio 2013 Alan Richards
- 2. Agenda 1 Introductions 2 Why SharePoint 2013 & Visio Services 3 Using Excel Services 4 Create A Simple Visio Diagram - Demo 5 Use of Visio Services - Demo 6 Create A Detailed Visio Diagram - Demo
- 3. Who Am I? +44(0) 782 483 1088 alan.richards@foundation-sp.com uk.linkedin.com/in/richardsalan @arichards_Saruk www.edutechnow.com • • • • Senior Consultant SharePoint MVP 18 years experience in IT Worked with SharePoint since team services
- 4. Why SharePoint 2013 & Visio Services • Visualise Data • Move away from grid style presentation of data • Stock of graphics and data diagrams • Comments • Collaboration • Dashboards • BI • Easily created • Levels of depth – Drill down Windows Server 2008 R2 CPU 1.60 Ghz Memory IP Address 32 GB 10.0.1.104 Icon Sets sql-sales-01 Text Callouts Label Value Value Label Value Label Value Data Bars 50 30 20 XL 57 32 32 15 Color By Value S L
- 5. Using Excel Services • Requirements for refreshing from a published workbook • User needs access to the diagram and workbook locations • Refreshed using current user credentials • VSDX/VDW and XLSX published on the same farm • No network shares, must reside in a document library • No old XLS formats • Link and Refresh from • Sheets / Tables / Named Ranges / Custom Range
- 6. Using Excel Services • Using Excel with external data source = Bad practice • Use the root data source
- 7. Creating A Simple Visio Diagram • Demo • One stock shape connected to Excel spreadsheet
- 8. Use Of Visio Services • Demo • Load diagram in SharePoint • Show ability to comment • Excel services
- 9. Creating A Detailed Visio Diagram • Demo • Imported images as data graphics • Hyperlinks to drill down into data • Simple BI dashboard