Data Visualizer for #Visio Pro for Office 365 – Part 2

I walked though the steps to create a Cross-Functional flowchart automatically from an Excel table in my last article ( Data Visualizer for #Visio Pro for Office 365 – Part 1 ), but I often prefer to use a relational data source, such as Access or SQL Server, to store and organise my data. Therefore, I describe how Excel‘s Get Data (nee PowerQuery) can be used to merge together the data in a relational data source as a single table suitable for Data Visualizer in Visio Pro for Office 365.

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Data Visualizer for #Visio Pro for Office 365 – Part 1

Microsoft have just released Data Visualizer for Viso Pro for Office 365! This great new feature provides you with the ability to create diagrams from an Excel table automatically. It currently comes with two new templates for creating Basic or Cross-Functional flowcharts, but the feature can be used for many other different types of diagrams.

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Managing People, Processes and Performance in PowerPoint? There is a better way!

I will be presenting a webcast on Thursday, March 23 | 12.00 to 13.00 (UTC) demonstrating how data-linked diagrams can provide a much more efficient and dynamic method for operational intelligence than PowerPoint.

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Follow this  link to register : http://bit.ly/2m2sPOv

 

#MSIgnite Sessions to Watch in #Visio

Well, MS Ignite is over for another year. I planned to visit loads of sessions, but the reality was that I spent many hours on the Visio booth. Fortunately, many of them were recorded, including ours, but I don’t have time to watch over 700 videos! So, I looked through them all and picked out 50-odd, and used Get & Transform in Excel again to create suitable queries to link to Visio.

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Visio Shape Data Linking Tips

I often use the Microsoft supplied OrgData.xls sample file to demonstrate linking to external data in Visio, however there are a few gotchas lying in wait for the unwary if you try to link to the Microsoft supplied Org Chart shapes …

In the following screenshot, I have the OrgData table showing in the External Data window and I have the ShapeSheet open for the selected Executive Belt shape. Notice that the Shape Data section rows are all black which indicates that they are inherited from the master shape. Also note that there is a Shape Data row with the label “E-Mail” in the ShapeSheet, and one called “E-mail” in the Personnel table.

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Updating the file path of data linked Excel tables in Visio

Link Data to Shapes in Visio (not the Standard edition though) is great for visualizing information, and I often use a multi-worksheet Excel workbook that I create locally, and then wish to re-link to a copy of the workbook elsewhere, or even in Office365. This is a simple task if there are only one or two Excel tables involved, but can become tedious when there are many. So, this blog is presents an semi-automated method of achieving this.

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Linking Excel Named Ranges in Visio

I have been using worksheets and ranges in Excel with Visio’s Link Data to Shapes (in the Pro and Premium editions) for several years, but recently encountered a problem with the recently added structured references in Excel. Fortunately, with the help of my colleague John Goldsmith, we found a solution.

Normally, I create tables in Excel worksheets with the column headings in the first row, so I could use the worksheet name in the Link Data to Shapes function in Visio. However, I wanted to have an extra row above the table headers for a recent project, so I wanted to use named ranges, defined with any rows above the table headers omitted. When I went to connect these ranges using the Data Selector in Visio, I found that all of my named ranges, except one (StepIds), were missing from the list of worksheets and ranges:

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