Visualizing Information with Microsoft® Office Visio® 2007 Smart Diagrams for Business Users

by Parker, David

• ISBN13: 9780071482615
• ISBN10: 007148261X
• Edition: 1st
• Format: Paperback
• Copyright: 2007-05-17
• Publisher: McGraw-Hill Education

Summary

Create and distribute data-connected Microsoft Office Visio diagrams and reports Get full details on the powerful features of Microsoft Office Visio 2007 inside this comprehensive volume. Written by Visio expert David Parker, Visualizing Information with Microsoft Office Visio 2007 demonstrates how to effectively visualize, explore, and communicate complex business information. Learn to use PivotDiagrams, Data Graphics, and Smart Tags, as well as link data to shapes and create meaningful Visio documents and reports. Plus, you'll get vital security information, time-saving tips, troubleshooting techniques, and downloadable macros and code samples. Essential Skills for Database Users and Professionals Create shapes and link them to data Summarize and analyze information using PivotDiagrams Use Data Graphics, Smart Tags, and SmartShapes to reinforce information Generate robust Excel, HTML, and XML reports Create custom, reusable templates, stencils, and masters Update and enhance diagrams with Reviewer's comments and markups Integrate Visio diagrams with other Windows applications Publish and securely distribute Visio documents and summaries Extend functionality using VBA macros, add-ins, and wrapper applications

Author Biography

David Parker was one of the first Visio European business partners and was named Most Valued Professional for Visio by Microsoft in 2005.

Table of Contents

Acknowledgments	p. XV
Review of Basics	p. 1
The Visio Installation	p. 2
Different Editions of Microsoft Visio	p. 3
The User Interface	p. 4
Selecting a Drawing Category	p. 4
Menus and Toolbars	p. 6
Anchor Windows	p. 7
Task Pane	p. 9
The ShapeSheet Window	p. 10
Types of Visio Documents	p. 12
File Types	p. 13
File Formats	p. 13
Document Properties	p. 14
Types of Visio Pages	p. 15
Foreground Pages	p. 15
Background Pages	p. 16
Markup Pages	p. 17
Mastering Visio Shapes	p. 18
Using Master Shapes	p. 18
Connecting Shapes	p. 23
Shapes Without a Master	p. 25
To Scale or Not to Scale	p. 26
Layering Information	p. 27
Outputs from Visio	p. 29
Shape Data and User-Defined Cells	p. 31
Creating Shape Data	p. 32
Shape Data Cells	p. 35
Shape Data Types	p. 36
Templates and Add-Ons That Create Shape Data Rows Automatically	p. 36
Reviewing Existing Shape Data	p. 38
Creating Shape Data Rows Manually	p. 39
Creating Shape Data Rows Automatically	p. 41
User-Defined Cells for Data	p. 44
Using ShapeSheet Formulae	p. 45
Respecting Themes	p. 47
Making Read-Only Shape Data Rows	p. 48
Creating Calculated Values	p. 49
Creating Intershape References	p. 50
Shapes to Edit Document Level Variables	p. 51
Automatically Creating Page Shape Data	p. 52
Rolling Up Values	p. 52
Group Shape References	p. 55
Inter-Page Shape References	p. 56
Right-Mouse Menu Items from Shape Data Lists	p. 56
Linking Data to Shapes	p. 61
Creating Linked Data	p. 62
Link Data Manually	p. 64
Column Settings	p. 68
Filtering Rows	p. 73
Link Data Automatically	p. 74
Merging Data from Other Sources	p. 75
Navigating to/from Linked Data	p. 78
Refreshing the Data	p. 79
Creating Data Connections in Code	p. 80
Linking XML Data	p. 81
Refreshing XML Data	p. 82
Link Data Legends	p. 83
Labeling Shapes from Shape Data	p. 87
Using Data Graphics to Update Labels	p. 87
Label Shapes Add-In	p. 90
Custom Callouts	p. 92
Manually Editing Associated Text Blocks	p. 93
Enhancing Shapes with Color, Icons, and Data Bars	p. 95
Setting Color to Shape Data Values	p. 95
Predefining Fills in a Database	p. 97
Space Plan-Color By Value	p. 97
Data Graphics-Color By Value	p. 98
Data Graphic Icons Sets	p. 100
Data Graphic Data Bars	p. 102
Connecting Items to Each Other	p. 105
Making Shapes Connectable	p. 106
2-D Shape Options	p. 107
1-D Shape Options	p. 112
Layout and Routing Styles	p. 113
Spacing out Connections for Clarity	p. 114
Manual Methods of Connecting Shapes	p. 117
Drag-and-Drop	p. 117
AutoConnect	p. 117
Connector Tool	p. 119
Connect Shapes	p. 119
Using Controls to Connect	p. 120
Automating Connections	p. 121
Finding Shapes by Shape Data	p. 121
Connecting Between Found Shapes	p. 125
Ideas for Enhancing Connectors	p. 135
Adding Hyperlinks to Connectors	p. 135
Updating Connection Point Labels	p. 136
Displaying Duplex Data	p. 136
Reading Connections	p. 137
Updating Network Rack Connections	p. 137
Updating Process Connectors	p. 140
Summarizing Information with PivotDiagrams	p. 145
Creating a PivotDiagram	p. 148
Enhancing the Default Data Graphics	p. 149
PivotDiagram Options	p. 151
Breaking Down the PivotDiagram	p. 151
Applying Shapes	p. 154
Adding Link Data	p. 156
Merging Data	p. 157
Duplicating Data Graphics	p. 159
PivotDiagram Masters	p. 160
Pivot Title	p. 160
Pivot Info (Data Legend)	p. 161
Pivot Node	p. 161
Pivot Connector	p. 163
Pivot Breakdown	p. 163
Making Selections	p. 165
Recognizing a Pivot Shape	p. 167
Getting the Breakdown ID	p. 168
Selecting Shapes in the Same Group	p. 168
Selecting Shapes with the Same Breakdown	p. 170
Database Wizard	p. 173
The Database Wizard or Link Data?	p. 174
Linking to a Database Table	p. 175
Updating a Database Table	p. 179
Making the Department Linked Master	p. 180
Creating a Linked Drawing to Update the Database	p. 185
Inserting Records into a Database	p. 188
Reviewing Records Deleted from a Database Table	p. 188
Deleting Records in a Database Table	p. 190
Refreshing from a View	p. 191
Customizing the Database Refresh	p. 198
Using Data Graphics to Reinforce Information	p. 199
The Default Data Graphic Callouts	p. 200
Text Callouts	p. 202
Data Bars	p. 203
Icon Sets	p. 203
Creating Custom Callouts	p. 204
Minimize Use of Group Shapes	p. 205
Precreate Data Graphic User-Defined Cells	p. 205
General Editing Techniques	p. 206
Text Callouts	p. 207
Data Bar Callouts	p. 210
Icon Sets Callouts	p. 214
Distributing Custom Data Graphic Callouts	p. 218
Changing the Data Graphics Layer Properties	p. 220
Recognizing Which Data Graphic	p. 221
Code Listing for ShowDataGraphic	p. 222
Assigning Data Graphics Automatically	p. 223
Code Listing for AddDataGraphic	p. 223
Code Listing for RemoveDataGraphic	p. 224
Using Smart Tags and Actions	p. 227
Smart Tags and Actions	p. 228
Anatomy of a Smart Tag	p. 228
Anatomy of an Action	p. 229
Button Faces	p. 229
A Smart Tags SmartShape	p. 230
Using Actions to Change Shape Data	p. 235
Matching Button Faces and Icon Sets	p. 239
Automating Smart Tags for Icon Sets	p. 239
Creating Reports	p. 245
Report Definition Wizard	p. 246
Excel Report	p. 247
HTML Report	p. 248
Visio Shape Report	p. 248
XML Report	p. 249
Creating Report Definitions with the Wizard	p. 251
Enhancing the Reports	p. 256
Changing Displayed Column Headers	p. 257
Creating a Variable Embedded Report	p. 258
Using the Advanced Filters	p. 261
Adding SelectReportShapes to Embedded Reports	p. 265
The Built-In Reports	p. 273
Themes, Backgrounds, Borders, and Titles	p. 277
Themes	p. 278
Built-In Color Themes	p. 279
Built-In Effect Themes	p. 281
Custom Color Themes	p. 282
Custom Effect Themes	p. 283
Using Custom Themes	p. 284
Displaying the Current Themes	p. 285
Applying Themes in Code	p. 286
Backgrounds	p. 287
Built-In Backgrounds	p. 287
Custom Backgrounds	p. 289
Borders and Titles	p. 291
Built-In Borders and Titles	p. 293
Custom Borders and Titles	p. 296
Table of Contents	p. 298
Code Listing for TableOfContents	p. 301
Creating Custom Templates, Stencils, and Masters	p. 303
Stencils and Masters	p. 305
Master Icons	p. 307
Preparing the Master Shape	p. 309
Stencil Names	p. 310
Stencil File Paths	p. 311
Templates	p. 312
Preparing the Template	p. 312
Template Names	p. 313
Template File Paths	p. 313
Custom Dynamic Connector	p. 314
Creating a Preview Image	p. 315
Publishing Templates and Stencils	p. 317
Using File Paths	p. 318
Creating an Installation	p. 319
Reviewers' Comments	p. 327
Annotation Without Comments	p. 328
Comments and Reviewer's Markup	p. 330
Behind the Scenes of Markup	p. 333
Listing Page Reviewers	p. 335
Printing Reviewer's Markup	p. 337
The Annotation Marker Master	p. 337
The AddAnnotationMarkers Code	p. 341
Reporting on Reviewer's Markup	p. 346
Preparing for Publication	p. 349
Printing	p. 350
Headers and Footers	p. 352
XML Paper Specification (XPS)	p. 354
Portable Document Format (PDF)	p. 356
Microsoft Document Imaging Format (MDI)	p. 358
Just as an Image	p. 360
Viewing as Web Pages	p. 360
Enhancing Hyperlinks	p. 363
Automating the Export	p. 364
Code Listing for CreateDocWebPages	p. 367
Using the Visio Viewer	p. 369
Sample Windows Forms Wrapper for the Visio Viewer	p. 370
Using Code to Enhance Functionality	p. 381
Visual Basic for Applications (VBA)	p. 382
Code Listing for ToggleLayer Recorded Macro	p. 383
Editing a Recorded Macro	p. 383
Running a VBA Subfunction from a Shape	p. 384
VSTO Add-Ins	p. 388
Code Listing for ThisAddin.vb	p. 391
Code Listing for ToggleLayer.vb	p. 393
Enabling the Shape to Call the Add-In	p. 394
COM Add-Ins	p. 395
Add-Ons	p. 396
Wrapper Applications	p. 396
Document Management and Security	p. 397
Restricting Access to Contained Data and Graphics	p. 398
Removing Sensitive Information	p. 398
Prevent Idle Edits	p. 400
Share Point Integration for Document Control	p. 403
Scenarios	p. 407
Floor Layouts	p. 408
Space Usage	p. 410
Personnel Locations	p. 414
Equipment Inventory	p. 421
Organization Chart	p. 423
Hierarchical Relationships	p. 423
Merging Cost Data and Roll-up	p. 425
IT System Diagrams	p. 426
Process Diagram	p. 427
Operational Risk	p. 428
Work Breakdown Structure	p. 429
Epilogue	p. 431
Appendix	p. 435
Schema Extract	p. 436
Upsize the Visio Sample Database	p. 436
Index	p. 439
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