Visio Conference 2008

Visualizing Information the Smart(Diagram) WayDavid J ParkerMVP (Visio)bVisual ltd

Microsoft MVP (Visio)Microsoft MCP (Visio, SQL)Pre-Microsoft acquisition Visio Business Partner, 1996-8 Speaker at Visio Conferences 1997 &1998 Started bVisual in 1998Post-Microsoft acquisition Microsoft Visio Solution Provider since 1999 Speaker at Microsoft Office Visio Conferences 2006 Visio Solution Provider Training for Microsoft EMEAVisualizing Information with Microsoft Office Visio 2007 McGraw-Hill, 2007• http://www.visualizinginformation.comDataLegends – Visio add-in to add Data Graphic legends• http://www.visiotoolbox.com/productdetail.aspx?productid=9WBS Modeler for Visio and Project www.wbsmodeler.comVisio Examples• http://www.bvisual.net/examples.htm

On-line Shape Graphics Data odc Prints Source Data Visio Drawing ReportsImport > Link > Display > Communicate

Visual data Microsoft Office Visio 2007 Standard Database Wizard Microsoft Office Visio 2007 Professional Database Wizard Database reverse engineering UML models Link Data To Shapes * PivotDiagrams * Data Graphics *

Visio Professional 2007 Shape Data Renamed from Custom Properties Link Data to Shapes Multiple data sources per shape Read only Uses Office Data Connections (*.odc files) PivotDiagrams Diagrammatic version of PivotTables Uses Office Data Connections (*.odc files) Data Graphics Data sensitive text and graphics on shapes

.NET Primary Interoperability Assemblies (PIAs) Sample code Save As Web Visio Object Model (COM) Data Diagramming Tools & Wizards Extensibility SupportVisio SDK ML VSTO Add-in Full Visio Visio Drawing Visio Viewer COM Add-in Client App Control (ActiveX) Add-ons VBA ShapeStudio Drawings ShapeSheet, Smart Shapes Visio Visio Engine

DataConnection and DataRecordsets Visio 12.0 Type Lib Add, AddFromConnectionFile, AddFromXMLUI and code links to: Microsoft Office Excel & Access SharePoint Services Lists SQL Server Tables and Views OLEDB & ODBCCan also create link in code to : SQL Server stored procedures XML files

Declarations & Connection String Dim dds As Visio.DataRecordset The data recordset Dim ary() As String ‘Array to hold the p key columns Dim SQLConnStr As String The connection string Dim SQLCommStr As String The Command string Dim datasetName As String The dataset name SQLConnStr = "Provider=SQLOLEDB.1;" & _ "Integrated Security=SSPI;" & _ "Persist Security Info=True;" & _ "Data Source=.;" & _ "Initial Catalog=AdventureWorks;" & _ "Use Procedure for Prepare=1“

Command String & Adding DataRecordset SQLCommStr = "EXEC uspGetEmployees 1" ary() = Split("EmployeeID", ";") datasetName = "Employees“ Set dds = Visio.ActiveDocument.DataRecordsets.Add( _ SQLConnStr, SQLCommStr, _ VisDataRecordsetAddOptions.visDataRecordsetDelayQuery, _ datasetName) dds.SetPrimaryKey VisPrimaryKeySettings.visKeySingle, ary() dds.RefreshVisio.ActiveWindow.Windows.ItemFromID( _ visWinIDExternalData).Visible = True

Connection String Dim doc As Visio.Document Dim dst As Visio.DataRecordset Dim xmlFile As String Dim dom As New MSXML2.DOMDocument Dim OK As Boolean Set doc = Visio.ActiveDocument xmlFile = “MyXMLFile.xml" OK = dom.Load(xmlFile) Set dst = doc.DataRecordsets.AddFromXML( _ dom.XML, 0, “Any Name")

UI and code refreshing of DataRecordset .Refresh .GetAllRefreshConflicts .GetMatchingRowsForRefreshConflict .RemoveRefreshConflictXML files can only be refreshed in code .RefreshUsingXML Automation requires assigned name and file

Dim doc As Visio.DocumentDim dst As Visio.DataRecordsetDim xmlFile As StringDim dom As New MSXML2.DOMDocumentDim OK As BooleanSet doc = Visio.ActiveDocumentxmlFile = “MyXMLFile.xml"OK = dom.Load(xmlFile)For Each dst In Visio.ActiveDocument.DataRecordsets If dst.Name = “Any Name" Then dst.RefreshUsingXML dom.XML Exit For End IfNext

External Data Window Select a Master – Drag data row(s) Drag a data row onto any shape Shape Data key field(s) contain values - AutoLink

What the user sees Shape Data automatically added to shapes Basic Data Graphics usually added by default

Behind the scenes User-defined Cells Shape Data _VisDM_ prefixes column names Unless already exist!

Importing Data

Definition DropManyLinkedU ObjectsToInstance() array of variants XYs() array of doubles DataRecordsetID long DataRowIDs() array of longs ApplyDataGraphicAfterLink boolean ShapeIDs() out array of longs

ExampleRetrieve the row ids from the datarecordsetDim aryRowIDs() As Long aryRowIDs = drs.GetDataRowIDs("")Drop the master in random co-ords, and linked to thedatarecordset, applying a DataGraphicDim aryShapeIDs() As LongDim applyDataGraphics As Boolean Visio.ActiveDocument.DocumentSheet.Cells( _ "User.msvLastAppliedDataGraphic").FormulaU = _ "=""Data - Employees""" applyDataGraphics = True Visio.ActivePage.DropManyLinkedU _ aryMsts, aryXYs, drs.ID, aryRowIDs, _ applyDataGraphics , aryShapeIDs

Linking Data to ShapesDrop Many...

Using DataRecordsets in code Many types of diagrams require shapes to be connected Organization Charts, Network diagrams, Process Connecting shapes example code ConnectSubordinates ConnectDottedLineManagers Can then use different layouts for display LayoutPage... example code LayoutSelection... example code

Code excerpt For iEmp = 0 To UBound(aryShapeIDs) Get the potential manager row Set shpEmp = Visio.ActivePage.Shapes.ItemFromID(aryShapeIDs(iEmp)) rowID = shpEmp.GetLinkedDataRow(drs.ID) varRowData = drs.GetRowData(rowID) Arrays are zero based empID = CLng(varRowData(empColumn - 1)) Filter the rows to get sub-ordinates of the current employee aryRowIDs = drs.GetDataRowIDs("ManagerID = " & CStr(empID)) Iterate thru the subordinate datarecordset rows For iSub = 0 To UBound(aryRowIDs) v = drs.GetRowData(aryRowIDs(iSub)) Get the subordinate shapes Visio.ActivePage.GetShapesLinkedToDataRow drs.ID, aryRowIDs(iSub), arySubShapeIDs Check that there is actually something in the array If IsArrayAllocated(arySubShapeIDs) = True Then Iterate thru the subordinate shapes For iSubShape = 0 To UBound(arySubShapeIDs) Set shpSub = Visio.ActivePage.Shapes.ItemFromID(arySubShapeIDs(iSubShape)) Create a dynamic connection from manager to subordinate shpEmp.AutoConnect shpSub, visAutoConnectDirUp Next iSubShape End If Next iSub Next iEmp

Standard Hierachy Org Chart Page LayoutModified with Selection Layout cf Org Chart Wizard

Other Page Layouts may also be suitable Compact Tree Radial Circular

Connecting Shapes from DataReading Data and Layouts

Get the DataRecordsetDim drs As DataRecordset Set drs = Visio.ActiveWindow.Windows.ItemFromID( _ Visio.visWinIDExternalData).SelectedDataRecordset...‘Get the connection stringDim conStr As String conStr = drs.DataConnection.ConnectionString‘Use the connection string to create a connectionDim dbCnxn As New ADODB.Connection dbCnxn.ConnectionString = conStr dbCnxn.Open dbCnxn.BeginTrans...

Writing Data from Shapes

Overview Color By Value Text Data Bar Icon Set

What the user sees Document stencil only shows visible masters Drawing Explorer displays all (but not type)

Behind the scenesPublic Sub EnumMasters()Dim mst As Visio.Master Debug.Print "ID", "Hidden", "Type", "IsDGCallout", "Name" For Each mst In Visio.ActiveDocument.Masters Debug.Print mst.ID, mst.Hidden, mst.Type, _ mst.Shapes(1).IsDataGraphicCallout, mst.name Next mstEnd Sub

NormalMaster MasterGraphicItem instance withMaster DataGraphicDataGraphicMaster Document Stencil Document Page

Create a new DataGraphic master Document.Masters.AddEx(visTypeDataGraphic)Open the new Master Master.OpenCopy an existing GraphicItem to it .GraphicItems.AddCopy(existingGI)Amend GraphicItems .HorizontalPosition & .VerticalPosition .SetExpression VisGraphicField, stringClose Master

SetDataBarMinMaxValues code A Data Bar graphic item can be Multiple times in same Data Graphic In multiple Data Graphics Each instance has different value ranges Min and max values read from shape instances Prop. msvCalloutField Data Bar can have multiple fields E.g. Multi-bar graph Prop. msvCalloutPropFieldn where n=2 to 5 Update master using .Open

5. UpdateDataGraphicMaster Data BarGraphicItemMin/Max Values 4. Read Min/Max of2. Collect Data BarData Bar Graphic ItemsGraphicItems1. Get ActiveDataGraphic 3. Create SelectionMaster Document Stencil Document Page

Start PartConst UserType As String = "User.msvCalloutType“Const UserDGID As String = "User.visDGItemID "Const PropMax As String = "Prop.msvCalloutPropMax"Const PropMin As String = "Prop.msvCalloutPropMin“Get the active Data GraphicDim mstDG As Master Set mstDG = GetActiveDataGraphicim dicDataBarShapes As New DictionaryDim gi As Visio.GraphicItem Create a dictionary of data bars For Each gi In mstDG.GraphicItems If gi.Type = visTypeDataBar Then dicDataBarShapes.Add CStr(gi.ID), 0 End If Next gi

Middle PartDim colDataBarShapes As New CollectionDim itmGraphic As Visio.shapeDim gID As String Update the data bars dictionary with shape pseudo-index For Each itmGraphic In mstDG.Shapes(1).Shapes If itmGraphic.IsDataGraphicCallout = True Then If itmGraphic.Cells(UserType).ResultStr("") = "Data Bar" Then gID = CStr(itmGraphic.Cells(UserDGID).ResultInt("", 0)) dicDataBarShapes.Item(gID) = itmGraphic.NameU colDataBarShapes.Add gID End If End If Next itmGraphic Iterate thru each page to collect min/max values For Each pag In Visio.ActiveDocument.Pages Get all shapes that use this data graphic master Set sel = pag.CreateSelection(visSelTypeByDataGraphic, 0, mstDG) ... Next shp Next pag

End Part...Finally - update the ItemGraphic in the DataGraphic MasterDim mstCopy As Visio.Master Set mstCopy = mstDG.Open For Each itmGraphic In mstCopy.Shapes(1).Shapes If itmGraphic.IsDataGraphicCallout = True Then If itmGraphic.Cells(UserType).ResultStr("") = "Data Bar" Then gID = CStr(itmGraphic.Cells(UserDGID).ResultInt("", 0)) itmGraphic.Cells(PropMax).FormulaU = "=" & dicMaxVal.Item(gID) itmGraphic.Cells(PropMin).FormulaU = "=" & dicMinVal.Item(gID) End If End If Next itmGraphic Close the copy to update all instances mstCopy.Close

Data GraphicsUpdating DataBar Minimum and Maximum Valuesautomatically

Breakdown Breakdown data into Categories Sort Merge Promote Collapse

Breakdown PivotDiagram is an add-on Not an API extension Only launched in code from SharePoint Services List (soon to be published MSDN article) Use code to select in various ways Aids in applying DataGraphics and extra DataRecordsets E.g. SelectSameBreakdownName sample

...Set vsoWindow = Visio.Application.ActiveWindowIf vsoWindow.Selection.Count > 0 Then Set shp = vsoWindow.Selection.PrimaryItem If IsPivotNode(shp) = True Then breakdownName = _ GetGroupNameByID(GetBreakdownID(shp)) SelectByBreakdownName breakdownName End IfEnd If

IsPivotNode = isPivotShapeType(shape, ePivotShapeType.Node)Private Function isPivotShapeType(ByVal shape As Visio.shape, _ ByVal pivotShapeType As ePivotShapeType) As Boolean If Not shape.CellExists(UserDDShapeType, _ Visio.VisExistsFlags.visExistsAnywhere) = 0 Then If shape.Cells(UserDDShapeType).ResultIU = pivotShapeType Then isPivotShapeType = True Else isPivotShapeType = False End If Else isPivotShapeType = False End IfEnd Function

PivotDiagramsCustom Selections

DataLegends Legends for Icon Sets & Color By Value

DataLegends

David J ParkerMicrosoft MVP (Visio)http://www.bVisual.netBookhttp://www.visualizinginformation.comdavidp@bvisual.net

Visio 2007 SDK http://msdn2.microsoft.com/en-us/library/ms409183.aspxVisio 2007 Solution Development Workshop http://www.microsoft.com/downloads/details.aspx?FamilyID=332c211e- 581e-4029-9839-8f45de10b4c2&DisplayLang=enVisio Developer Portal http://msdn2.microsoft.com/en-us/office/aa905478.aspxVisio Insight blog http://blogs.msdn.com/visio/Visio MVP web site http://visio.mvps.org/My Visio Blog http://bvisual.spaces.live.com/

Book Discount Vouchers(visit my booth)

Visualizing Information the Smart(Diagram) Way

Time End User Track Solution Developer Track (Lassen Room) (Kodiak Room)1:45pm - 2:45pm Integrating Visio 2007 with Visio 2007 as a SolutionsYesterday Other Office Applications Development Platform3:00pm - 4:00pm Get Creative with Data in Developing Visio Solutions withYesterday Visio 2007 Visual Studio Tools for Office4:30pm - 5:30pm Understanding and Visio Solution Developer PainYesterday Demystifying Visio Shapes Points10:45am - 11:45am Visio Futures - API InsightsToday1:15pm - 2:15pm Visualizing Information the SmartToday (Diagram) Way2:30pm - 3:30pm Going Further with DataToday Connectivity

© 2008 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.

Visio Conference 2008

by David Parker on May 11, 2012

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