Visio Conference 2008
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Visualizing Information the Smart (Diagram) WayDavid J ParkerMVP (Visio)bVisual ltd
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Who am I?Microsoft MVP (Visio)Microsoft MCP (Visio, SQL)
Pre-Microsoft acquisitionVisio Business Partner, 1996-8Speaker at Visio Conferences 1997 &1998Started bVisual in 1998
Post-Microsoft acquisitionMicrosoft Visio Solution Provider since 1999Speaker at Microsoft Office Visio Conferences 2006Visio Solution Provider Training for Microsoft EMEA
Visualizing Information with Microsoft Office Visio 2007 McGraw-Hill, 2007
• http://www.visualizinginformation.com
DataLegends – Visio add-in to add Data Graphic legends• http://www.visiotoolbox.com/productdetail.aspx?productid=9
WBS Modeler for Visio and Projectwww.wbsmodeler.com
Visio Examples• http://www.bvisual.net/examples.htm
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Business Data Visualized
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Data Features in Visio
Visio Drawing
Shape
Data Source
On-line
Prints
Reports
odc
Import Link Display> > > Communicate
Data
Graphics
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Microsoft Office Visio 2007 StandardDatabase Wizard
Microsoft Office Visio 2007 Professional
Database WizardDatabase reverse engineeringUML modelsLink Data To Shapes *PivotDiagrams *Data Graphics *
Visio 2007 EditionsVisual data
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Visible DataVisio Professional 2007
Shape DataRenamed from Custom Properties
Link Data to ShapesMultiple data sources per shapeRead onlyUses Office Data Connections (*.odc files)
PivotDiagramsDiagrammatic version of PivotTablesUses Office Data Connections (*.odc files)
Data GraphicsData sensitive text and graphics on shapes
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Visio Development Platform
Vis
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Data
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SaveAs
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Visio Engine
Vis
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ShapeSheet, Smart Shapes
.NET Primary Interoperability Assemblies (PIAs)
Visio Object Model (COM)
Visio DrawingControl (ActiveX)
Full VisioClient App
Extensibility Support
VSTO Add-in
COM Add-in
Add-ons
VBA
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Importing Linked Data
DataConnection and DataRecordsetsVisio 12.0 Type LibAdd, AddFromConnectionFile, AddFromXML
UI and code links to:Microsoft Office Excel & AccessSharePoint Services ListsSQL Server Tables and ViewsOLEDB & ODBC
Can also create link in code to :SQL Server stored proceduresXML files
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Link to SQL Server Stored ProcDeclarations & Connection String
Dim dds As Visio.DataRecordset 'The data recordsetDim ary() As String ‘Array to hold the p key columnsDim SQLConnStr As String 'The connection stringDim SQLCommStr As String 'The Command stringDim datasetName As String 'The dataset name
SQLConnStr = "Provider=SQLOLEDB.1;" & _ "Integrated Security=SSPI;" & _ "Persist Security Info=True;" & _ "Data Source=.;" & _ "Initial Catalog=AdventureWorks;" & _ "Use Procedure for Prepare=1“
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Link to SQL Server Stored ProcCommand String & Adding DataRecordset SQLCommStr = "EXEC uspGetEmployees 1" ary() = Split("EmployeeID", ";") datasetName = "Employees“
Set dds = Visio.ActiveDocument.DataRecordsets.Add( _ SQLConnStr, SQLCommStr, _ VisDataRecordsetAddOptions.visDataRecordsetDelayQuery, _ datasetName)
dds.SetPrimaryKey VisPrimaryKeySettings.visKeySingle, ary() dds.Refresh
Visio.ActiveWindow.Windows.ItemFromID( _visWinIDExternalData).Visible = True
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Link to XML fileConnection String
Dim doc As Visio.DocumentDim dst As Visio.DataRecordsetDim xmlFile As StringDim dom As New MSXML2.DOMDocumentDim OK As Boolean
Set doc = Visio.ActiveDocument xmlFile = “MyXMLFile.xml" OK = dom.Load(xmlFile)
Set dst = doc.DataRecordsets.AddFromXML( _ dom.XML, 0, “Any Name")
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Refreshing Linked Data
UI and code refreshing of DataRecordset
.Refresh
.GetAllRefreshConflicts
.GetMatchingRowsForRefreshConflict
.RemoveRefreshConflictXML files can only be refreshed in code
.RefreshUsingXMLAutomation requires assigned name and file
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Refreshing from XML file
Dim doc As Visio.DocumentDim dst As Visio.DataRecordsetDim xmlFile As StringDim dom As New MSXML2.DOMDocumentDim OK As Boolean
Set doc = Visio.ActiveDocument xmlFile = “MyXMLFile.xml" OK = dom.Load(xmlFile)
For Each dst In Visio.ActiveDocument.DataRecordsets If dst.Name = “Any Name" Then dst.RefreshUsingXML dom.XML Exit For End If Next
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Linking Shapes in the UIExternal Data Window
Select a Master – Drag data row(s)Drag a data row onto any shapeShape Data key field(s) contain values - AutoLink
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External Data on ShapesWhat the user sees
Shape Data automatically added to shapesBasic Data Graphics usually added by default
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External Data on ShapesBehind the scenes
User-defined CellsShape Data
_VisDM_ prefixes column namesUnless already exist!
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Importing Data
demo
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Create Linked Shapes in CodeDefinitionDropManyLinkedU
ObjectsToInstance() array of variants
XYs() array of doubles
DataRecordsetID long
DataRowIDs() array of longs
ApplyDataGraphicAfterLink boolean
ShapeIDs() out array of longs
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Create Linked Shapes in CodeExample'Retrieve the row ids from the datarecordsetDim aryRowIDs() As Long aryRowIDs = drs.GetDataRowIDs("")
'Drop the master in random co-ords, and linked to the'datarecordset, applying a DataGraphicDim aryShapeIDs() As LongDim applyDataGraphics As Boolean Visio.ActiveDocument.DocumentSheet.Cells( _ "User.msvLastAppliedDataGraphic").FormulaU = _
"=""Data - Employees""" applyDataGraphics = True Visio.ActivePage.DropManyLinkedU _ aryMsts, aryXYs, drs.ID, aryRowIDs, _
applyDataGraphics , aryShapeIDs
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Linking Data to ShapesDrop Many...
demo
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Connecting Shapes from DataUsing DataRecordsets in codeMany types of diagrams require
shapes to be connectedOrganization Charts, Network diagrams, Process
Connecting shapes example codeConnectSubordinatesConnectDottedLineManagers
Can then use different layouts for display
LayoutPage... example codeLayoutSelection... example code
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ConnectSubordinatesCode excerpt
For iEmp = 0 To UBound(aryShapeIDs) 'Get the potential manager row Set shpEmp = Visio.ActivePage.Shapes.ItemFromID(aryShapeIDs(iEmp)) rowID = shpEmp.GetLinkedDataRow(drs.ID) varRowData = drs.GetRowData(rowID) 'Arrays are zero based empID = CLng(varRowData(empColumn - 1)) 'Filter the rows to get sub-ordinates of the current employee aryRowIDs = drs.GetDataRowIDs("ManagerID = " & CStr(empID)) 'Iterate thru the subordinate datarecordset rows For iSub = 0 To UBound(aryRowIDs) v = drs.GetRowData(aryRowIDs(iSub)) 'Get the subordinate shapes Visio.ActivePage.GetShapesLinkedToDataRow drs.ID, aryRowIDs(iSub), arySubShapeIDs 'Check that there is actually something in the array If IsArrayAllocated(arySubShapeIDs) = True Then 'Iterate thru the subordinate shapes For iSubShape = 0 To UBound(arySubShapeIDs) Set shpSub = Visio.ActivePage.Shapes.ItemFromID(arySubShapeIDs(iSubShape)) 'Create a dynamic connection from manager to subordinate shpEmp.AutoConnect shpSub, visAutoConnectDirUp Next iSubShape End If Next iSub Next iEmp
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Hierachichal Layouts
Standard Hierachy Org Chart Page LayoutModified with Selection Layout
cf Org Chart Wizard
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Alternative Layouts
Other Page Layouts may also be suitable
Compact TreeRadialCircular
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Connecting Shapes from DataReading Data and Layouts
demo
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Using the Connection to Write
'Get the DataRecordsetDim drs As DataRecordset Set drs = Visio.ActiveWindow.Windows.ItemFromID( _
Visio.visWinIDExternalData).SelectedDataRecordset...‘Get the connection stringDim conStr As String conStr = drs.DataConnection.ConnectionString‘Use the connection string to create a connectionDim dbCnxn As New ADODB.Connection dbCnxn.ConnectionString = conStr dbCnxn.Open dbCnxn.BeginTrans...
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Writing Data from Shapes
demo
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Data GraphicsOverview
Color By ValueTextData BarIcon Set
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DataGraphic MastersWhat the user sees
Document stencil only shows visible mastersDrawing Explorer displays all (but not type)
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DataGraphic MastersBehind the scenes
Public Sub EnumMasters()Dim mst As Visio.Master Debug.Print "ID", "Hidden", "Type", "IsDGCallout", "Name" For Each mst In Visio.ActiveDocument.Masters Debug.Print mst.ID, mst.Hidden, mst.Type, _
mst.Shapes(1).IsDataGraphicCallout, mst.name Next mstEnd Sub
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Master and Instances
Document Stencil Document Page
Normal Master
GraphicItem Master
DataGraphic Master
Master instance with DataGraphic
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Creating DataGraphics in code
Create a new DataGraphic masterDocument.Masters.AddEx(visTypeDataGraphic)
Open the new MasterMaster.Open
Copy an existing GraphicItem to it.GraphicItems.AddCopy(existingGI)
Amend GraphicItems.HorizontalPosition & .VerticalPosition.SetExpression VisGraphicField, string
Close Master
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Min & Max Values for Data BarsSetDataBarMinMaxValues codeA Data Bar graphic item can be
Multiple times in same Data GraphicIn multiple Data GraphicsEach instance has different value ranges
Min and max values read from shape instances
Prop. msvCalloutFieldData Bar can have multiple fields
E.g. Multi-bar graphProp. msvCalloutPropFieldn where n=2 to 5
Update master using .Open
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Setting Min & Max Values
Document Stencil Document Page
5. Update DataGraphic Master Data Bar GraphicItem Min/Max Values2. Collect Data Bar GraphicItems
1. Get Active DataGraphic Master
4. Read Min/Max of Data Bar Graphic Items
3. Create Selection
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SetMinMaxDatabarValuesStart Part
Const UserType As String = "User.msvCalloutType“Const UserDGID As String = "User.visDGItemID "Const PropMax As String = "Prop.msvCalloutPropMax"Const PropMin As String = "Prop.msvCalloutPropMin“
'Get the active Data GraphicDim mstDG As Master Set mstDG = GetActiveDataGraphic
im dicDataBarShapes As New DictionaryDim gi As Visio.GraphicItem 'Create a dictionary of data bars For Each gi In mstDG.GraphicItems If gi.Type = visTypeDataBar Then dicDataBarShapes.Add CStr(gi.ID), 0 End If Next gi
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SetMinMaxDatabarValuesMiddle Part
Dim colDataBarShapes As New CollectionDim itmGraphic As Visio.shapeDim gID As String 'Update the data bars dictionary with shape pseudo-index For Each itmGraphic In mstDG.Shapes(1).Shapes If itmGraphic.IsDataGraphicCallout = True Then If itmGraphic.Cells(UserType).ResultStr("") = "Data Bar" Then gID = CStr(itmGraphic.Cells(UserDGID).ResultInt("", 0)) dicDataBarShapes.Item(gID) = itmGraphic.NameU colDataBarShapes.Add gID End If End If Next itmGraphic 'Iterate thru each page to collect min/max values For Each pag In Visio.ActiveDocument.Pages 'Get all shapes that use this data graphic master Set sel = pag.CreateSelection(visSelTypeByDataGraphic, 0, mstDG) ... Next shp Next pag
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SetMinMaxDatabarValuesEnd Part
...'Finally - update the ItemGraphic in the DataGraphic MasterDim mstCopy As Visio.Master Set mstCopy = mstDG.Open For Each itmGraphic In mstCopy.Shapes(1).Shapes If itmGraphic.IsDataGraphicCallout = True Then If itmGraphic.Cells(UserType).ResultStr("") = "Data Bar" Then
gID = CStr(itmGraphic.Cells(UserDGID).ResultInt("", 0)) itmGraphic.Cells(PropMax).FormulaU = "=" & dicMaxVal.Item(gID) itmGraphic.Cells(PropMin).FormulaU = "=" & dicMinVal.Item(gID) End If End If Next itmGraphic 'Close the copy to update all instances mstCopy.Close
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Data GraphicsUpdating DataBar Minimum and Maximum Values automatically
demo
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PivotDiagramBreakdown
Breakdown data into CategoriesSortMergePromoteCollapse
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PivotDiagramBreakdown
PivotDiagram is an add-onNot an API extensionOnly launched in code from SharePoint Services List (soon to be published MSDN article)
Use code to select in various waysAids in applying DataGraphics and extra DataRecordsetsE.g. SelectSameBreakdownName sample
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SelectSameBreakdownName...Set vsoWindow = Visio.Application.ActiveWindow
If vsoWindow.Selection.Count > 0 Then Set shp = vsoWindow.Selection.PrimaryItem If IsPivotNode(shp) = True Then breakdownName = _
GetGroupNameByID(GetBreakdownID(shp)) SelectByBreakdownName breakdownName End IfEnd If
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IsPivotNode & isPivotShapeTypeIsPivotNode = isPivotShapeType(shape, ePivotShapeType.Node)
Private Function isPivotShapeType(ByVal shape As Visio.shape, _ ByVal pivotShapeType As ePivotShapeType) As Boolean
If Not shape.CellExists(UserDDShapeType, _ Visio.VisExistsFlags.visExistsAnywhere) = 0 Then If shape.Cells(UserDDShapeType).ResultIU = pivotShapeType Then isPivotShapeType = True Else isPivotShapeType = False End If Else isPivotShapeType = False End IfEnd Function
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PivotDiagramsCustom Selections
demo
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CustomisationDataLegends
Legends for Icon Sets & Color By Value
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DataLegends
demo
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Thankyou!
David J ParkerMicrosoft MVP (Visio)http://www.bVisual.net
Bookhttp://www.visualizinginformation.com
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Visio Development Resources
Visio 2007 SDKhttp://msdn2.microsoft.com/en-us/library/ms409183.aspx
Visio 2007 Solution Development Workshop
http://www.microsoft.com/downloads/details.aspx?FamilyID=332c211e-581e-4029-9839-8f45de10b4c2&DisplayLang=en
Visio Developer Portalhttp://msdn2.microsoft.com/en-us/office/aa905478.aspx
Visio Insight bloghttp://blogs.msdn.com/visio/
Visio MVP web sitehttp://visio.mvps.org/
My Visio Bloghttp://bvisual.spaces.live.com/
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Book Discount Vouchers(visit my booth)
announcing
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Visualizing Information the Smart (Diagram) Way
Q & A
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Upcoming PresentationsTime End User Track
(Lassen Room)Solution Developer Track(Kodiak Room)
1:45pm - 2:45pmYesterday
Integrating Visio 2007 with Other Office Applications
Visio 2007 as a Solutions Development Platform
3:00pm - 4:00pmYesterday
Get Creative with Data in Visio 2007
Developing Visio Solutions with Visual Studio Tools for Office
4:30pm - 5:30pmYesterday
Understanding and Demystifying Visio Shapes
Visio Solution Developer Pain Points
10:45am - 11:45amToday
Visio Futures - API Insights
1:15pm - 2:15pmToday
Visualizing Information the Smart (Diagram) Way
2:30pm - 3:30pmToday
Going Further with Data Connectivity
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© 2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista 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.