#Visio in #PowerBI for viewing personnel hierarchies and locations

My last article, Aliasing Data Columns for #Visio Organization Chart Wizard , mentioned the slight anomalies in the default Shape Data rows for the Organization Chart shapes and the Resources / Person shape. This prompted me to create an alternative view of the same data that can be linked to the Person shapes on a floor plan, and then to use the preview Visio Custom Visual in Power BI to display both views of personnel synchronised by the same data. This demonstrates how easy it is to create an effective dashboard for locating personnel locations and their position within an organisational hierarchy at the same time!

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View the Power BI report online : Org Chart and Personnel Locations in PowerBI

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Aliasing Data Columns for #Visio Organization Chart Wizard

One of the most frequently used components of Visio is the Organization Chart Wizard (OrgChWiz), but it is also one of the most frustrating because of its apparent inflexibility. I was recently asked how to use different table column names with the wizard because the originating ODBC source could not be touched. Well, I have previously used Access to modify and enhance tables in this situation, but the OrgChWiz is quite old, and does not like using the newer Access queries as a data source unfortunately. If the basic table column names do not match the default column names in the organization chart shapes, then there may be superfluous Shape Data rows created on each shape and the ability to change the shape style is compromised, and the Shape Data rows get quite confused!

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Free #Visio training videos

This blog of mine is all about Visio, and is aimed at intermediate, power users and developers. For the less advanced Visio users, or too back fill some skills, then please check out the free Microsoft Visio training available from here : Visio video training

Happy holidays!

PS Packt’s $5 sale is now on! Grab my title Mastering Data Visualization with Microsoft Visio Professional 2016 for just $5 at Packt $5 deal


Cyber Monday giveaway free #Visio Chess

Earlier today, I gave away checkers for Visio (see Cyber Monday free #Visio Checkers! ) , and now this article completes my Cyber Monday freebies with a downloadable chess set for Visio!

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Cyber Monday free #Visio Checkers!

As it is Cyber Monday, I thought I would give away a compelling checkers board for Visio! In the UK, we call it Draughts, but the rules are the same… in my last post, I showed how to create a chess/checkers/draughts board, and in this one I add some checkers that can glue to the dark squares only!

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What is the minimum number of rectangles in a #Visio chessboard?

This may sound like a simple question with a definite answer, but I think it is worthy of further explanation. I wanted to make a chessboard shape with as few lines as possible, because it makes the shape more efficient and easy to work with. Some might consider grouping 64 squares together, but that would be a very heavy shape. A chessboard needs to appear to have 64 squares, but the following shape only has 9 rectangles … How is this possible?


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Scroll to Capture #Visio ShapeSheets with #SnagIt

Anyone who develops with Visio faces the problem of viewing the formulas and values in an often difficult to navigate ShapeSheet window. I have been a SnagIt and Camtasia user for many years thanks to the generous free license I get from TechSmith as a Microsoft MVP. I have used both products extensively for my books, articles and videos, though I am not an expert in either product. Now, SnagIt has a panoramic scrolling capture feature that is great with ShapeSheets.

The unique smartness of Visio shapes comes from the ability to program the ShapeSheet behind every single shape. This is like an Excel worksheet divided into sections, and the display can switched between formulas and values. The Visio’s ShapeSheet window does have the ability to toggle the visibility of each section, but that is often not enough to get a complete picture of the formulas involved. The following example is the partial view of the ShapeSheet window for a simple shape.


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