Building BI Dashboards Using Visio 2013

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Presentation on using Visio 2013 and Office 365 to build simple BI dashboards

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Building BI Dashboards Using Visio 2013

  1. 1. Building BI Dashboards Using Visio 2013 Alan Richards
  2. 2. Agenda 1 Introductions 2 Why SharePoint 2013 & Visio Services 3 Using Excel Services 4 Create A Simple Visio Diagram - Demo 5 Use of Visio Services - Demo 6 Create A Detailed Visio Diagram - Demo
  3. 3. Who Am I? +44(0) 782 483 1088 alan.richards@foundation-sp.com uk.linkedin.com/in/richardsalan @arichards_Saruk www.edutechnow.com • • • • Senior Consultant SharePoint MVP 18 years experience in IT Worked with SharePoint since team services
  4. 4. 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 Windows Server 2008 R2 CPU 1.60 Ghz Memory IP Address 32 GB 10.0.1.104 Icon Sets sql-sales-01 Text Callouts Label Value Value Label Value Label Value Data Bars 50 30 20 XL 57 32 32 15 Color By Value S L
  5. 5. 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
  6. 6. Using Excel Services • Using Excel with external data source = Bad practice • Use the root data source
  7. 7. Creating A Simple Visio Diagram • Demo • One stock shape connected to Excel spreadsheet
  8. 8. Use Of Visio Services • Demo • Load diagram in SharePoint • Show ability to comment • Excel services
  9. 9. Creating A Detailed Visio Diagram • Demo • Imported images as data graphics • Hyperlinks to drill down into data • Simple BI dashboard
  10. 10. Thanks to our Sponsors

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