Building dashboards with Visio Services

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Slide deck from my European SharePoint Conference 2014 session on Building dashboards using Visio Services in Office 365

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  • This presentation contains Microsoft material and images, do not reproduce without permission
  • This presentation contains Microsoft material and images, do not reproduce without permission
  • This presentation contains Microsoft material and images, do not reproduce without permission
  • Explain that Visio services is run across the different SP servers
  • Performance affected by various factors
  • This presentation contains Microsoft material and images, do not reproduce without permission
  • This presentation contains Microsoft material and images, do not reproduce without permission
  • This presentation contains Microsoft material and images, do not reproduce without permission
  • This presentation contains Microsoft material and images, do not reproduce without permission
  • This presentation contains Microsoft material and images, do not reproduce without permission
  • Building dashboards with Visio Services

    1. 1. Building BI Dashboards Using Visio 2013 Alan Richards
    2. 2. Agenda 1 Introductions 2 Architecture & Performance 3 Why SharePoint 2013 & Visio Services 4 Creating a Visio Solution 5 Using Excel Services 6 Demo Single Data Graphic 7 Demo Multiple Data Graphic 8 Summary
    3. 3. Introductions • Consultant • SharePoint MVP • 18 years experience in IT • Worked with SharePoint since team services uk.linkedin.com/in/richardsalan @arichards_Saruk www.edutechnow.com arichards@edutechnow.com +44 (0) 794 468 8612
    4. 4. Architecture www.sharepointeurope.com Visio Web Access Custom Data Providers Visio JSOM Mash-Up API Web Part Connections Visio Proxy Visio Graphics Service VDW/b/mSQL OLEDB/ODB C XLSX SP Lists
    5. 5. Performance • Size of diagrams • Number of connected diagrams • Performance of data sources • Data refresh frequency • User load on diagrams • User load on data sources • Complexity www.sharepointeurope.com
    6. 6. Why SharePoint 2013 & Visio Services • Visualise Data • Move away from grid style presentation of data • Stock of graphics and data diagrams • Comments • Collaboration • Dashboards • BI • Easily created • Levels of depth – Drill down Text CalloutsLabel Value Label Value Value Label Value Icon Sets Data Bars 32 15 32 57 50 30 20 Color By Value sql-sales-01 IP Address 10.0.1.104 Memory 32 GB CPU 1.60 Ghz Windows Server 2008 R2 L S XL
    7. 7. Creating a Visio Solution www.sharepointeurope.com Save VSDX file to SharePoint Server 2013 or Office 365 • Create Diagram • Use Data Linking and Data Graphics • View diagram in web browser • Opens diagram in Visio • Click Refresh to update data graphics • Data refresh can be automated by setting interval time Data Source • SharePoint List apps • Excel Services • SQL Server • OLEDB / ODBC
    8. 8. Using Excel Services • Requirements for refreshing from a published workbook • User needs access to the diagram and workbook locations • Refreshed using current user credentials • VSDX/VDW and XLSX published on the same farm • No network shares, must reside in a document library • No old XLS formats • Link and Refresh from • Sheets / Tables / Named Ranges / Custom Range
    9. 9. Using Excel Services • Using Excel with external data source = Bad practice • Use the root data source
    10. 10. www.sharepointeurope.com Click the image for the demo video or follow this URL: https://www.youtube.com/watch?v=woZhx5UNOpw&feature=youtu.be
    11. 11. Demo Single Data Graphic • Simple single data graphic • One stock shape connected to data source • Load diagram in SharePoint • Show ability to comment • Data source
    12. 12. www.sharepointeurope.com
    13. 13. Demo Multiple Data Graphic • Multiple data graphic demo • Imported images as data graphics • Hyperlinks to drill down into data • Simple BI dashboard
    14. 14. Summary • Plan out you Visio infrastructure • Architecture & Performance • Visio provides lots of tools to create diagrams • Callouts • Stock graphics • Use other images • Excel Services • Requires additional considerations • Users • Interaction • No need for client www.sharepointeurope.com

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