Advanced Visio Desktop: Working with Data

Introduction

• Data is Visio's superpower
• What you should know before watching this course
• Using the exercise files

1. Understand and Find Shape Data

• What is shape data?
• Which shapes contain data? Part 1
• Which shapes contain data? Part 2

2. Define and Use Data Fields

• Define text and numeric fields
• Define list fields
• Define date and duration fields
• Define currency and Boolean fields
• Use advanced data attributes
• Reuse shape data fields
• Insert display fields

3. Run Reports

• Run built-in reports
• Define custom reports
• Refine custom report definitions

4. Visualize Data

• Visualize data with text callouts
• Visualize data with icon sets
• Visualize data with data bars
• Visualize data with color by value

5. Link Diagrams to Data in Excel

• Link a process diagram to data in Excel
• Link a network diagram to data in Excel
• Add shape data fields while linking data
• Change attributes before linking to data
• Link to a subset of available data
• Use Quick Import

6. Link Diagrams to Data in SharePoint or a Database

• Link to data in a SharePoint list
• Link to data in a database

7. Manage Linked Data Sources

• Link to multiple data sources
• Link one shape to multiple data sources
• Delete or change a link to a data source

8. Create Diagrams from Data

• Build an org chart from data and photos
• Build a timeline from data in Excel
• Build a timeline from a project plan

9. Practical Uses for the Data in Your Diagrams

• Create a BI (business intelligence) dashboard from an org chart
• Visualize KPIs in a swimlane diagram
• Leverage data-driven floor plans

Conclusion

• Leveraging data-driven Visio diagrams