1. 4/13/2017 5:55 PM
© 2007 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.

2. Visualizing Information the Smart (Diagram) Way
4/13/2017 5:55 PM
Visualizing Information the Smart (Diagram) Way
David J Parker
MVP (Visio)
bVisual ltd
© 2007 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.

3. Who am I? Microsoft MVP (Visio) Microsoft MCP (Visio, SQL)
Pre-Microsoft acquisition
Visio Business Partner,
Speaker at Visio Conferences 1997 &1998
Started bVisual in 1998
Post-Microsoft acquisition
Microsoft Visio Solution Provider since 1999
Speaker at Microsoft Office Visio Conferences 2006 & 2008
Visio Solution Provider Training for Microsoft EMEA
Visualizing Information with Microsoft Office Visio 2007
McGraw-Hill, 2007
DataLegends – Visio add-in to add Data Graphic legends
WBS Modeler for Visio and Project
Visio Blog

4. Business Data Visualised
bVisual
Integration
Visio
Graphics
Enterprise
Data

5. Data Features in Visio Import > Link > Display > Communicate
On-line
Visio Drawing
Shape
Data Source
Prints
Graphics
odc
Data
Reports
eebc53a68034&displaylang=en
Import
>
Link
>
Display
>
Communicate

6. Microsoft Office Visio 2007
Visualise complex information to better understand it
Analyse information to identify trends and issues and act on them
Communicate using diagrams that can be shared with a broad audience
Customise and extend Office Visio 2007 programmatically to fit customised needs

7. Visio 2007 Editions Visual data
Microsoft Office Visio 2007 Standard
Database Wizard
Microsoft Office Visio 2007 Professional
Database reverse engineering
UML models
Link Data To Shapes *
PivotDiagrams *
Data Graphics *
Visio.Application.DataFeaturesEnabled will return false for standard

8. Visio 2007 File Formats Drawing, Template and Stencil files XML files
Binary (*.vsd, *.vst, *.vss)
XML (*.vdx, *.vtx, *.vsx)
XML files
7-10 larger than binary
Not yet a zip file (like the big three Office 2007 applications) with sub-folders and files
Files compatible with Visio 2003
Unless using new ShapeSheet formulae

9. Visible Data 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
Data Graphics
Data sensitive text and graphics on shapes
Ignoring SolutionXML – not visible
Data1, 2 and 3 were once the only visible shape data

10. Visio Development Platform
.NET Primary Interoperability Assemblies (PIAs)
Save As
Web
Sample code
Visio Object Model (COM)
Full Visio
Client App
Visio Drawing
Control (ActiveX)
Extensibility Support
Visio SDK
Data Diagramming ML
Tools & Wizards
VSTO Add-in
COM Add-in
Visio 2007 also has the ability to export to Xps and Pdf
Xps is a zipped format which can be extended, I will show an example of enhancing the Xps output to include Shape Data for smarter communication.
Add-ons
Visio Viewer
VBA
ShapeSheet, Smart Shapes
ShapeStudio
Drawings
Visio
Visio Engine

11. AdventureWorks Sample DB Modifications made
Added table EmployeeManager
For non-direct reports
Added view vDirectReports
Adds LEVEL column to Employees
Added stored procedure uspGetEmployees
Can pass LEVEL as a parameter
Filters down to passed LEVEL
Added function ufnGetDottedLineManagers
Returns comma seperated list of manager ids

12. Shape Data
Any shape can have Shape Data

13. Link Data to Shapes
Data / Link Data to Shapes…

14. Data Connection Wizard

15. Importing Linked Data DataConnection and DataRecordsets
Visio 12.0 Type Lib
Add, AddFromConnectionFile, AddFromXML
UI and code links to:
Microsoft Office Excel & Access
SharePoint Services Lists
SQL Server Tables and Views
OLEDB & ODBC
Can also create link in code to :
SQL Server stored procedures
XML files

16. Link to SQL Server Stored Proc 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“

17. Link to SQL Server Stored Proc 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.Refresh
Visio.ActiveWindow.Windows.ItemFromID( _
visWinIDExternalData).Visible = True
In VBA, requires reference to Microsoft Scripting Runtime

18. Link to XML file 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")
Requires reference to Microsoft XML

19. Refreshing Linked Data
UI and code refreshing of DataRecordset
.Refresh
.GetAllRefreshConflicts
.GetMatchingRowsForRefreshConflict
.RemoveRefreshConflict
XML files can only be refreshed in code
.RefreshUsingXML
Automation requires assigned name and file

20. Link to XML file Refreshing
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)
For Each dst In Visio.ActiveDocument.DataRecordsets
If dst.Name = “Any Name" Then
dst.RefreshUsingXML dom.XML
Exit For
End If
Next
Requires reference to Microsoft XML
Need to know both the file and Name used when added

21. Linking Shapes from 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

22. External Data on shapes
Basic Data Graphics usually added by default
Can switch off automatic generation of graphics

23. External Data Configuration
Right mouse menu

24. External Data on Shapes What the user sees
Shape Data automatically added to shapes
Basic Data Graphics usually added by default
Can switch off automatic generation of graphics

25. External Data on Shapes Behind the scenes
User-defined Cells
Shape Data
_VisDM_ prefixes column names
Unless already exist!
Remember that Blue rows are not inherited from the Master!
Therefore, consider having named shape data in Master before linking.

26. demo Importing Data 4/13/2017 5:55 PM Run code examples:
CreateRecordset
DropEmployees
© 2007 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.

27. Create Linked Shapes in Code Definition
DropManyLinkedU
ObjectsToInstance() array of variants
XYs() array of doubles
DataRecordsetID long
DataRowIDs() array of longs
ApplyDataGraphicAfterLink boolean
ShapeIDs() out array of longs

28. Create Linked Shapes in Code Example
'Retrieve the row ids from the datarecordset
Dim aryRowIDs() As Long
aryRowIDs = drs.GetDataRowIDs("")
'Drop the master in random co-ords, and linked to the datarecordset, applying a DataGraphic
Dim aryShapeIDs() As Long
Dim applyDataGraphics As Boolean
Visio.ActiveDocument.DocumentSheet.Cells( _
"User.msvLastAppliedDataGraphic").FormulaU = _
"=""Data - Employees"""
applyDataGraphics = True
Visio.ActivePage.DropManyLinkedU _
aryMsts, aryXYs, drs.ID, aryRowIDs, _
applyDataGraphics , aryShapeIDs
Setting these properties can improve speed in automation
Application.AutoLayout
Application.InhibitSelectChange
Application.ScreenUpdating
Application.ShowChanges
Ensure that "=""Data - Employees""“ exists

29. demo Linking Data to Shapes Drop Many... 4/13/2017 5:55 PM
Run code examples:
CreateRecordset
DropEmployees
Drop Many...
© 2007 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.

30. Connecting Shapes from Data 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

31. ConnectSubordinates 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

32. LayoutPage code Part 1 of 2
Private Sub LayoutPage( ByVal placeStyle As Visio.VisCellVals, _
ByVal routeStyle As Visio.VisCellVals, _
ByVal lineRouteExt As Visio.VisCellVals)
'Create the Section, Row, Cell stream array
Dim arySRC(1 To 12) As Integer
arySRC(1) = Visio.VisSectionIndices.visSectionObject
arySRC(2) = Visio.VisRowIndices.visRowPageLayout
arySRC(3) = Visio.VisCellIndices.visPLOPlaceStyle
arySRC(4) = Visio.VisSectionIndices.visSectionObject
arySRC(5) = Visio.VisRowIndices.visRowPageLayout
arySRC(6) = Visio.VisCellIndices.visPLORouteStyle
arySRC(7) = Visio.VisSectionIndices.visSectionObject
arySRC(8) = Visio.VisRowIndices.visRowPageLayout
arySRC(9) = Visio.VisCellIndices.visPLOLineRouteExt
'Required to force update of connectors
arySRC(10) = Visio.VisSectionIndices.visSectionObject
arySRC(11) = Visio.VisRowIndices.visRowPageLayout
arySRC(12) = Visio.VisCellIndices.visPLOAvenueSizeX

33. LayoutPage Code Part 2 of 2
'Create the Formula array
Dim aryFormula(0 To 3) As Variant
aryFormula(0) = placeStyle
aryFormula(1) = routeStyle
aryFormula(2) = lineRouteExt
'Required to force update of connectors
aryFormula(3) = Visio.ActivePage.PageSheet.CellsSRC( _
arySRC(10), arySRC(11), arySRC(12))
‘Set the page cell formulae
Visio.ActivePage.PageSheet.SetFormulas _
arySRC(), aryFormula(), Visio.visSetBlastGuards
Visio.ActivePage.Layout
Visio.ActivePage.ResizeToFitContents
Visio.ActiveWindow.ViewFit = visFitPage
End Sub
Private Sub LayoutPage( _
ByVal placeStyle As Visio.VisCellVals, _
ByVal routeStyle As Visio.VisCellVals, _
ByVal lineRouteExt As Visio.VisCellVals)

34. Calling PageLayout Examples
Public Sub LayoutPageHierarchy()
LayoutPage _
VisCellVals.visPLOPlaceHierarchyTopToBottomCenter, _
VisCellVals.visLORouteOrgChartNS, _
VisCellVals.visLORouteExtStraight
End Sub
Public Sub LayoutPageRadial()
VisCellVals.visPLOPlaceRadial, _
VisCellVals.visLORouteCenterToCenter, _
VisCellVals.visLORouteExtDefault

35. Hierachichal Layouts Standard Hierachy Org Chart Page Layout
Modified with Selection Layout
cf Org Chart Wizard

36. Alternative Layouts Other Page Layouts may also be suitable
Compact Tree
Radial
Circular

37. Connecting Shapes from Data
4/13/2017 5:55 PM
demo
Connecting Shapes from Data
Run code examples:
CreateRecordset
DropEmployees
Reading Data and Layouts
© 2007 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.

38. Multiple Managers Added EmployeeManager table
Allows secondary managers

39. Using the Connection to Write
'Get the DataRecordset
Dim drs As DataRecordset
Set drs = Visio.ActiveWindow.Windows.ItemFromID( _
Visio.visWinIDExternalData).SelectedDataRecordset
...
‘Get the connection string
Dim conStr As String
conStr = drs.DataConnection.ConnectionString
‘Use the connection string to create a connection
Dim dbCnxn As New ADODB.Connection
dbCnxn.ConnectionString = conStr
dbCnxn.Open
dbCnxn.BeginTrans
Needs reference to ADODB

40. Writing Data from Shapes
4/13/2017 5:55 PM
demo
Writing Data from Shapes
Run code examples:
CreateRecordset
DropEmployees
© 2007 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.

41. Data Graphics Overview
Color By Value
Text
Data Bar
Icon Set
The order of the graphic items in the Z-order

42. Data Graphics Color by Value graphic item
Colors can be customised

43. Data Graphics Text graphic item
Text values, with optional label

44. Data Graphics Data Bar graphic item
Variable size depending on data value

45. Data Graphics Icon Set graphic item
Maximum of 5 icons per set
specify values for icon display

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

47. DataGraphic Masters Behind the scenes
Public 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 mst
End Sub
Note that DataGraphic and GraphicItem masters are both hidden by default
Can only really recognise a GraphicItem by its main shape

48. Master and Instances Document Stencil Document Page Normal Master
Master instance with DataGraphic
GraphicItem Master
DataGraphic Master

49. Creating DataGraphics in code
Create a new DataGraphic master
Document.Masters.AddEx(visTypeDataGraphic)
Open the new Master
Master.Open
Copy an existing GraphicItem to it
.GraphicItems.AddCopy(existingGI)
Amend GraphicItems
.HorizontalPosition & .VerticalPosition
.SetExpression VisGraphicField, string
Close Master
Cannot create new GraphicItems in code ... only copy existing
Constant Value Description visGraphicPropertyLabel 1
The label of a shape data item.
visGraphicExpression 2
The ShapeSheet formula of a shape data item.

50. GraphicItem Master Group shape contains special cells
User.msvCalloutIconNumber controls display of elements

51. GraphicItems Group shape
Some User-defined cells required
One Shape Data row required

52. GraphicItems Sub Shape(s)
Fills, visibility, etc linked to parent User cell

53. Custom Icon Set Graphic Item GenderMaritalStatus
User.msvCalloutIconNumber
= 0 ( unknown )
= 1 Male
= 2 Male + Married
= 3 Female
= 4 Female + Married

54. Custom Formulae Select “More Fields...” in Data field box
Can use cell names
Can use Shape Data labels in braces {...}

55. Custom Formulae Set criteria in Edit Icon Set
Visio Toolbox for alternative icon sets using images
Not as efficient as using shape geometry

56. Min & Max Values for Data Bars 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

57. Setting Min & Max Values
Document Stencil
Document Page
5. Update DataGraphic Master Data Bar GraphicItem Min/Max Values
4. Read Min/Max of Data Bar Graphic Items
2. Collect Data Bar GraphicItems
1. Get Active DataGraphic Master
3. Create Selection

58. SetMinMaxDatabarValues Start Part
Const 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 Graphic
Dim mstDG As Master
Set mstDG = GetActiveDataGraphic
im dicDataBarShapes As New Dictionary
Dim 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
Public Function GetActiveDataGraphic() As Visio.Master
Dim mstName As String
'You can get the Data Graphics master from a particlar cell value
If Visio.ActiveDocument.DocumentSheet.CellExistsU( _
"User.msvLastAppliedDataGraphic", Visio.visExistsAnywhere) <> 0 Then
mstName = Visio.ActiveDocument.DocumentSheet.Cells( _
"User.msvLastAppliedDataGraphic").ResultStr("")
End If
If Len(mstName) = 0 Then
Set GetActiveDataGraphic = Nothing
Else
Set GetActiveDataGraphic = Visio.ActiveDocument.Masters(mstName)
Exit Function
End Function

59. SetMinMaxDatabarValues Middle Part
Dim colDataBarShapes As New Collection
Dim itmGraphic As Visio.shape
Dim 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
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

60. SetMinMaxDatabarValues End Part
...
'Finally - update the ItemGraphic in the DataGraphic Master
Dim 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
Next itmGraphic
'Close the copy to update all instances
mstCopy.Close

61. Updating DataBar Minimum and Maximum Values automatically
4/13/2017 5:55 PM
demo
Data Graphics
Updating DataBar Minimum and Maximum Values automatically
© 2007 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.

62. PivotDiagrams Either File / New /Business / PivotDiagram
Or Data / Insert PivotDiagram…
Create a new connection or use an existing one

63. Data Selector Columns and Rows

64. PivotDiagram Initial appearance
Total Pivot Node automatically added at the top left of page

65. PivotDiagram Breakdown
Breakdown data into Categories
Sort
Merge
Promote
Collapse

66. PivotDiagrams Apply Shape
Uses Master from any stencil to reinforce node type

67. PivotDiagrams Analysis Services
Import Cubes or Perspectives

68. Selecting Shapes By Criteria SelectByLevel (part)
'Filter the rows to get all rows with requested level
aryRowIDs = drs.GetDataRowIDs("LEVEL = " & CStr(lvl))
'Iterate thru the returned datarecordset rows
For iRow = 0 To UBound(aryRowIDs)
'Get the shapes linked to the data row
Visio.ActivePage.GetShapesLinkedToDataRow _
drs.ID, _
aryRowIDs(iRow), _
aryShapeIDs
For iShp = 0 To UBound(aryShapeIDs)
Visio.ActiveWindow.Select _
Visio.ActivePage.Shapes.ItemFromID(aryShapeIDs(iShp)), _
Visio.visSelect
Next iShp
Next iRow

69. PivotDiagram Breakdown
Breakdown data into Categories
Sort
Merge
Promote
Collapse

70. PivotDiagram 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

71. Public Constants
Public Const PropMember As String = "Prop._VisDM_Member"
Public Const UserSelfShape As String = "User.visDDSelfShapeID"
Public Const UserParentBDShape As String = "User.visDDParentBDShape"
Public Const UserParentDDShape As String = "User.visDDParentDDShape"
Public Const UserDDColumn As String = "User.visDDColumnIndex"
Public Const UserRecordsetID As String = "User.visDDRecordsetID"
Public Const UserDDShapeType As String = "User.visDDShapeType"
Public Enum ePivotShapeType
Node = 1
Breakdown = 2
info = 3
Title = 4
Connector = 5
End Enum

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

73. GetGroupNameByID ... Set vsoPage = Visio.Application.ActivePage
For Each shp In vsoPage.Shapes
If shp.ID = parentBDShapeID Then
Set groupShape = shp
parentText = groupShape.Characters.Text
Exit For
End If
Next
GetGroupNameByID = parentText

74. GetBreakdownID Public Function GetBreakdownID( _
ByVal shape As Visio.shape) As Integer
If shape.CellExists(UserParentBDShape, _
Visio.VisExistsFlags.visExistsAnywhere) = 0 Then
GetBreakdownID = 0
Else
GetBreakdownID = _
CInt(shape.Cells(UserParentBDShape).ResultIU)
End If
End Function

75. IsPivotNode & isPivotShapeType
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
End Function

76. demo PivotDiagrams Custom Selections 4/13/2017 5:55 PM
© 2007 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.

77. Privacy Issues Can File / Remove Hidden Information
Visio.Document.RemoveHiddenInformation = True
Do this before saving a document

78. Customisation DataLegends
Legends for Icon Sets & Color By Value

79. demo DataLegends 4/13/2017 5:55 PM
© 2007 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.

80. Certification Individual
TS Exam
Microsoft Office Visio 2007, Application Development
Deploying Visio Solutions
Working with External Data
Developing Visio Libraries
Automating Visio Diagrams
Publishing and Viewing Visio Diagrams

81. Certification Corporate
New Microsoft Certified Partner Specialization
Information Worker Competency
Data Visualization Specialization
Need 2 individuals that have passed Visio TS exam
Data Visualization competency is for Information Worker Solutions
Data Management Solutions is just another competency that bVisual has

82. Visio Development Resources
Visio 2007 SDK
Visio 2007 Solution Development Workshop
Visio Developer Portal
Visio Insight blog
Visio MVP web site
My Visio Blog

83. Thankyou! David J Parker Microsoft MVP (Visio) http://www.bVisual.net
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