Visio 2010 Tips and Techniques

Transcription

1 Visio 2010 Tips and Techniques Advanced Concepts and Solutions Mr. David A. Edson, M.Arch., MCP, MVP Visibility.biz CTE / Director of Consulting Services david@visibility.biz Wendy McGill Visio Solution Specialist Northwest District Office: wendymc@microsoft.com

2 Seminar Agenda 9:00-11:30 Visio 2010 Essentials Tips and Techniques 11:30-1:00 Lunch, roundtable discussion w/dave 1:00-3:30 Visio 2010 Advanced Tips and Techniques

3 Visio 2010 Focus Areas Ease of Use Connect data to shapes Process Management, Sharepoint Workflow Visio Services for Sharepoint

4 Process Diagram Data- Driven Diagram Business Diagrams Visio 2010 SKUs - New Features New Key Features Standard Professional Premium New Ribbon UI & Dynamic Preview Quick shape & Shape window Auto Align & Space Insert and Delete Shapes Auto Size (Infinite Page) Container Object New Cross Functional Flowchart Backstage DWG Enhancement Data legend & New Data Graphics UI Excel Services support Visio Services Six Sigma / Compliance stencils SharePoint Workflow Template BPMN Template Insert Subprocess Structured Diagram Validation Workflow Visualization Step-up Step-up

5 Visio 2010 Process Investments Experiences Ease of Use Structure SharePoint Integration Diagrams Basic Flowchart Cross-functional Flowchart SharePoint Workflow BPMN Six Sigma Features Align & Space Containers SharePoint Workflow Validation Insert & Delete Callouts Sub-process Repository Change Direction Lists Visual Refresh Auto Page Size Foundation Layout Structured Diagrams Drawing Surface Incremental Layout Layout Regions Cross-functional Layout Avoid Page Breaks Flowchart Routing Container Management Callout Management List Management Structured Diagram API Connectivity API AutoConnect Dynamic Grid Smooth Transitions Display Level NoQuickDrag

6 Data + Diagram Helps Address Information Overload Data overlaid on diagram Puts information in context making it more meaningful Identifies trends and exceptions at a glance Enables quick and better decisions Visio 2010 diagrams can be connected to multiple data sources including Microsoft Excel, Access, SQL Server, SharePoint Services, or any OLEDB (Object Linking and Embedding Database) or ODBC (Open Database Connectivity) data source

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14 Session Agenda 14 Advanced Process Modeling (BPMN) Data Connectivity & Data Graphics Understanding Visio Services Database Modeling Logical & Physical Network Diagrams Timeline Diagramming Visio Custom Reports Introduction to Extending Visio Through ShapeSheets and Object Model Automation

15 Advanced Process Modeling (BPMN) 15

16 Advanced Process Modeling (BPMN) BPMN SmartShapes Subprocesses Process Validation SharePoint Workflow Diagrams 16

17 Advanced Process Modeling (BPMN) BPMN SmartShapes BPMN Basic Shapes BPMN Events 17

18 DEMO BPMN SmartShapes

19 Advanced Process Modeling (BPMN) Subprocesses Create New Link To Existing Create Drom Selection 19

20 DEMO Subprocesses

21 Advanced Process Modeling (BPMN) Diagram Validation Check Diagram Rules To Check Issues Window Ignoring Issues Importing Rules 21

22 DEMO Diagram Validation

23 Advanced Process Modeling (BPMN) SharePoint Workflow Diagrams Import SharePoint Workflow Export SharePoint Workflow 23

24 DEMO SharePoint Workflow Diagrams

25 Data Connectivity & Data Graphics 25

26 Data Connectivity & Data Graphics Data Connectivity External Data Link Data To Shapes Automatically Link Refresh All Data Graphics Data Graphics Data Legends 26

27 Data Connectivity & Data Graphics Data Connectivity External Data Link Data To Shapes Automatically Link Refresh All 27

28 DEMO Data Connectivity

29 Data Connectivity & Data Graphics Data Graphics Data Graphics Data Legends 29

30 DEMO Data Graphics

31 Understanding Visio Services Publish VDW file to SharePoint Server 2010 Data Consumer Views data-linked diagram in web browser Can open the diagram in Visio Import latest data to update Data Graphics Data Consumer Updates Data Graphics by clicking refresh button Data refresh can be automated by setting interval time Content Creator Create Data-linked Diagram just as in Visio 2007 Data Source Excel Services SharePoint Service List SQL Server OLEDB / ODBC 31

32 Understanding Visio Services The New Visio *.VDW Diagram Type SharePoint Data Providers Saving Visio Diagrams to SharePoint Refreshing Visio Diagrams in SharePoint Data Graphics ONLY Update 32

33 DEMO Understanding Visio Services

34 Database Modeling 34

35 Database Modeling Reverse Engineering a Data Source Documenting the Data Source Changing the Data Source Schema Methods for Updating the Data Source via Visual Studio.NET 2003 or 2005 Enterprise Architect Edition 35

36 DEMO Database Modeling

37 Logical & Physical Network Diagrams 37

38 Logical & Physical Network Diagrams Logical Network Topologies Physical Network Diagrams Rack Diagrams 38

39 Logical & Physical Network Diagrams Logical Network Topologies 39

40 DEMO Logical Network Topologies

41 Logical & Physical Network Diagrams Physical Network Diagrams Rack Diagrams 41

42 DEMO Rack Diagrams

43 Timeline Diagramming 43

44 Timeline Diagramming Choosing & Creating the Timeline Adding Milestones Adding Intervals Creating Expanded Timelines Additional Timeline Features Exporting Timelines to Microsoft Project Importing Timelines from Microsoft Project 44

45 DEMO Timeline Diagrams

46 Visio Custom Reports 46

47 Visio Custom Reports Predefined Report Definitions Report Output Formats Creating Custom Report Definitions Editing & Reusing Report Outputs as Inputs for Data Connectivity 47

48 DEMO Visio Custom Reports

49 Visio Personalization & Automation 49

50 Introduction to Extending Visio Through ShapeSheets and Object Model Automation Introduction to ShapeSheet Programming Introduction to Visio Automation via the Visio Object Model An Example of Visio Automation The London Underground 50

51 Introduction to Extending Visio Through ShapeSheets and Object Model Automation Introduction to ShapeSheet Programming Introduction to Visio Automation via the Visio Object Model 51

52 DEMO The Visio ShapeSheet

53 DEMO The Visio Automation Interface

54 Introduction to Extending Visio Through ShapeSheets and Object Model Automation An Example of Visio Automation The London Underground 54

55 DEMO The London Underground

56 visibility.biz Visibility.biz The visualization division of Milestone Consulting Group, Inc. Visualizing your Business years of Visio expertise Consulting Services & Custom Visio Solutions Education for Visio Usage & Developer Training Additional Information: Sister company Milestone Consulting Group, Inc. provides Consulting & Educational Services for Microsoft Project and Project Server 56

57 Resources Visio 2007=>2010 Interactive Guides Visio 2010 Toolbox BI, Visio Services, BPM demos Visio Services planning & deployment Visio Insights Product Team Blog Visibility.biz

58 Downloadable Resources.PDF version of the Presentation Slides.PDF version of the 85+ page Tips & Techniques Handout 58

59 Download & Install Visio 2010 Go to

60 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.