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

Technology

Building BI Dashboards
Using Visio 2013
Alan Richards

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

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

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

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

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

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

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

Using Excel Services
• Using Excel with external data source = Bad practice
• Use the root data source

www.sharepointeurope.com
Click the image for the demo video or follow this URL:
https://www.youtube.com/watch?v=woZhx5UNOpw&feature=youtu.be

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

Demo Multiple Data Graphic
• Multiple data graphic demo
• Imported images as data graphics
• Hyperlinks to drill down into data
• Simple BI dashboard

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

Session presented in Brussels, Belgium on 15 Oct 2016 (http://www.spsevents.org/city/Brussels/Brussels2016). Office 365 is powered by more productive apps than ever before when compared with SharePoint on-premises. In addition to the user interface and evolving collaboration landscape, this session will cover all the Office 365 collaboration tools and technologies such as Delve, Office 365 Groups, Power BI, Access and SharePoint with no-code and browser based configurations. You will gain invaluable insights and how-to determine what tools to use for what business requirements or scenarios.

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