Updating data sources from #Visio using #MSFlow … easily!

Most of my posts have been about using Visio as a data consumer by linking Visio shapes to data, but Visio can be the best place to create some data from. For example, an office layout can have personnel or equipment shapes within a workstation area, or space shapes are used to define areas which are used for calculating the space usage chargeback reports. There are non-facilities management related examples too, as the only consideration is what is the best way to create relationships, measure lengths, or calculate areas. These are all tasks that are best done by just moving, resizing, connecting or containing shapes interactively in the Visio interface. In this article I will explain how Microsoft Flow can be used update a data source simply from a Visio document.

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Previewing the #Visio Custom Visual in #PowerBI

It is time to talk about the new Visio custom visual for PowerBI. You may have read about it at Visio Power BI example and Add Visio visualizations to Power BI reports, but I wanted to add my findings. First, it is great to see this feature, but it is not yet the finished article. However, I hope I can show that it can be an extremely useful addition to the business intelligence toolset from Microsoft. I think that the existing Link Data to Shapes and Data Graphics features in Visio desktop are considered to be Operational Intelligence capabilities, whereas this new custom visual for PowerBI is definitely Business Intelligence. This is a different discipline, and I have been developing some guidelines for good practice when using Visio with PowerBI. In this article, I will demonstrate how I created a PowerBI dashboard using graphics and data from last years Microsoft Ignite conference.

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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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