© ioz ag what design? visio shapes data graphics custom shapes images clipart cad svg … what...
TRANSCRIPT
Advanced Visualizations and Dashboards with Visio ServicesChris HopkinsTechnical Product ManagerMicrosoft
OFC-B316
Building a BI dashboard using Visio + Visio Services
Unlock advanced capabilities using out-of-the-box features
Data Linking Best PracticesExcel ServicesSharePoint ListsSQL Server – On Premises + AzureBCSCustom
Advanced Dashboard CapabilitiesWeb Part ConnectionsMash up APICustom Integration
Session Objectives And Takeaways
Capabilities
Renders diagrams in the browserHigh quality PNG(s) for full fidelityNo dependence on SilverlightNative support for the Visio file formatDiagram consumers do not need a Visio client Available across devices using desktop browsers and mobile browsers
Users interact with contentPan, Zoom, Hyperlinks, View Shape Data
Accessible only via SharePointOn premises & in cloud using Office 365
Visio Services…
supports data refreshable diagramsNot static snapshotsManaged data refreshVisualize data in unique /custom ways
Refreshable not editableMeant for consumers / dashboardsClient is needed for editing
Client = Dashboard Designer
Visio Services…
Demo
Various Visio Dashboard Examples
Microsoft LATAM
Sales Dashboard
Process Repository
© IOZ AG
SharePoint Topology Add-in
Building a Visio dashboard
Components
What Design?Visio ShapesData GraphicsCustom ShapesImagesClipartCADSVG…
What Data?SharePointExcelSQL…
Surface Shape Data valuesVisual version of ‘Insert Field’
Dynamic shape behaviorsIcon SetsText CalloutsData BarsColor by Value
Build your ownThese are just special Visio shapes
Data Visualization using Data Graphics
Text Callouts
Icon Sets
Data Bars
Color By Value
Production90 Day Avg (hrs): 21.2
Exceptions: 2
Actual (hrs): 23.7Target (hrs): 22
Build behavior into your shapes which respondto data changes
Change formattingChange textChange geometryChange size and positionChange visibility
All shapes evaluated for renderingVisio Services in 2010 was limited to Data Graphics
Data Visualization using shape behavior
NEED TO RESTOCK
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Production90 Day Avg (hrs): 21.2
Exceptions: 2
Actual (hrs): 10Target (hrs): 22
1. Link record set(s) to diagramMultiple data record sets supported within a single diagramData is cached in the diagram for portability
2. Link record(s) to shape(s)Link 1 record to N number of shapesLink 1 record from each record set to the same shape
3. Configure Data GraphicsRules evaluate based on values / formulas
Data Linking - a 3 step process
RUNNING LOW
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Current Stock29
Shape Data supports formulasCreate a new property for your shapes that performs calculations based on the other linked Shape Data properties
Data Graphics support formulas{field name}Otherwise useShapeSheetsyntax
Data SourceCalculated at the source
Views, Store Procedures, PowerPivot, …
Aggregate data from refresh
Demo
Getting the most out ofVisio Services
Advanced BI starts with the clientCombine Data Graphic Items
Use Formulas to calculate properties
Link a record to multiple shapesHyperlink to detail pages
Data sourcebest practices
Visio Services refreshes from anumber of data sources
Excel ServicesRanges and Tables
SharePoint ListsNative ListsExternal Lists (BCS)
SQLSQL ServerSQL Azure
Advanced data scenarios
.NETOLED
BODBC
SP Lists
Excel Servic
es
+
BCS
Custom
Excel Services
SharePoint Lists&BCS
BCS&SQL
Custom
Data Source Best Practices• Refreshed using current user
credentials• User needs access to the diagram and
workbook locations• Must reside in a document library
• No network shares• VSDX and XLSX on the same farm
• XLSX format, no old XLS formats• Link and Refresh from
• Sheets / Tables• Named Ranges / Custom Range
• Refreshed using OLEDB driver• Provider=Microsoft.ACE.OLEDB.12…
Excel Services
SharePoint Lists&BCS
BCS&SQL
Custom
Data Source Best Practices
Excel Services&PowerPivotGallery
SharePoint Lists&BCS
BCS&SQL
Custom
Data Source Best Practices
Excel Services
SharePoint Lists&BCS
BCS&SQL
Custom
Data Source Best Practices• SharePoint Lists are an easy yet
powerful data source• Same farm as the Visio diagram• User needs read access to the list
• Get your data in a list and VGS can refresh from it
• Manual Edit• SharePoint Workflow• Timer Job• Web Service• PowerShell Script• Applications or Services
Excel Services
SharePoint Lists&BCS
SQL &SQL Azure
Custom
Data Source Best Practices• BCS allows you to configure
external content types for connecting to
• External SQL DBs• SQL On Premises• SQL Azure• WCF Services• Custom .NET providers
• External Lists are fully supported inVisio 2013
• BCS add-in for 2010
Excel Services
SharePoint Lists&BCS
SQL&SQL Azure
Custom
Data Source Best Practices• Support for SQL Server 7.0 –>
2012• + SQL Azure
• No Analysis Services or Reporting Services
• at least not directly• Tables & Views
• provided via Visio Data Linking dialog
• Can we refresh from Stored Procedures?
• Yes!• Not available in the Visio client UI for
the SQL data source option• Configure BCS to execute the stored
procedure – connect Visio via External List
Excel Services
SharePoint Lists&BCS
SQL&SQL Azure
Custom
Data Source Best Practices• Server Code
• .NET assembly deployed to the GAC and registered as a Trusted Data Provider for the Visio Services service application
• Implements AddonDataHandler• Returns a .NET DataSet object to Visio
Services• Client Code
• Create and maintain the record set• Set the ConnectionString so Visio
Services knows to call your data provider
• Example: Visio add-in for System Center 2012 Operations Manager
Integration
Visio Web Access web partBuild a custom page focused on a particular diagram and customize the user experience
Auto Refresh
Web Part ConnectionsSetup part to part communications to enable predetermined integration scenarios
JavaScript Mash-up APIWrite your own custom dash board using JavaScript, ASP .NET, etc.
SharePoint Integration options
Control the experience for the diagramSet Pan, Zoom, Selection, and Hyperlink behaviorNo Chrome experience for clean integrationAuto refresh capability by the minute
Web Part ConnectionsSet the diagram that is being rendered in the web partSet the view to a specific shape in the diagramHighlight a specific shape(s)Filter the diagramSend Shape Data to a consumer
Visio Web Access web part
JavaScript client side APIInvestigate pages, shapes, shape data, hyperlinksReact to events like users clicking on shapesAdditional APIs for Commenting features
HTML OverlaysEmbed HTML5 elements at runtime
CanvasVideosAudioAnimations
Visio Services is extensible…
Demo
Enhancing the dashboard experienceusing web part connectionsand JavaScript API
Other integration opportunities• PowerView is not a data source but
a visualization tool for PowerPivot
• Data connect Visio diagrams to the pivot tables in PowerPivot
• Incorporate PowerView in a Mashup with Visio Services connected to the same data source
PowerView System Center
SAPDynamicsWeb Service
Other integration opportunities• System Center contains a wealth
of information
• Visio add-in for System Center 2012 Operations Manager
• BCS• PowerShell• Solution code
PowerView System Center
SAPDynamicsWeb Service
Other integration opportunities• SAP
• Dynamics
• Web Services• XML, JSON
• BCS• PowerShell• Solution code
PowerView System Center
SAPDynamicsWeb Service
Data Linking best practicesUtilize OOB data sources - Nothing wrong with Custom but limited to Visio Services refresh
Schema Changes – Were not just talking about Data Types, no missing rows or columns
Configure views or queries or filters that give you predictable results
Multiple data sources, multiple shapes, Shape Data formulas
Drill downs and PivotsJust hyperlinking and page navigation
MashupsJavaScript API
In Review: Session Objectives And Takeaways
Official Product Sitehttp://visio.microsoft.com
Product Team bloghttp://blogs.office.com/b/visio/
Chris Hopkins Visio Bloghttp://blogs.msdn.com/b/chhopkin/
Visio Ignite Traininghttp://msdn.microsoft.com/en-US/office/dn448488
Related Content
Hands-on LabsOFC-H301 – Building a Market Trends Dashboard using Visio Services in SharePoint 2013
Related Content
Resources
Learning
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www.microsoft.com/learning
msdn
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http://microsoft.com/msdn
TechNet
Resources for IT Professionals
http://microsoft.com/technet
Sessions on Demand
http://channel9.msdn.com/Events/TechEd
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