Microsoft Ignite 2019 at the huge Orange County Conference Conference Center in Orlando is over for another year. 30,000 attendees over 6 days, and I have seen my first sunlight today since I arrived in Florida last Saturday! So, it is time to review just what was announced about Visio, and how much Visio is appreciated.
I am upgrading this website at the moment, and I came across on old post of mine about a new video series that Microsoft launched in 2009 … yes, 10 years ago! So, I thought I wouldre-boot the series for all our enjoyment … and because almost all of the features are still present, with a new look, and some new features!
Clarity ep. 1: Create an Office Layout diagram using Visio[Read more…] about Clarity Videos Re-boot
My last article, Aliasing Data Columns for #Visio Organization Chart Wizard , mentioned the slight anomalies in the default Shape Data rows for the Organization Chart shapes and the Resources / Person shape. This prompted me to create an alternative view of the same data that can be linked to the Person shapes on a floor plan, and then to use the preview Visio Custom Visual in Power BI to display both views of personnel synchronised by the same data. This demonstrates how easy it is to create an effective dashboard for locating personnel locations and their position within an organisational hierarchy at the same time!
View the Power BI report online : Org Chart and Personnel Locations in PowerBI
I duplicated the queryOrg in PowerQuery in Excel, as queryPersonnel, and slightly modified the naming of columns to match the Resources / Person master Shape Data row labels, as described in the previous article. I could then add data-linked Person shapes to the floor plan into the Space shapes that I had already added to it. These Space Plan add-on to Visio also includes Space and Category Explorer window which can be used to find a person by their name or by their location.
I used Power BI Desktop edition to get the queryOrg query from the Excel workbook, and created three aggregating queries for Department, Position and Manager. These were used to provide hierarchy slicers on the report.
I used the Visio Custom Visual and the Hierarchy Slicer from the Store in Power BI in addition to the standard Table visual.
I had to reduce the shape count on my office floor plan drawing, because the preview of the VisioCustom Visual for Power BI has a shape count limitation ( see Add Visio visualizations to Power BI reports for more information). This meant removing all of the furniture shapes that I has added over the top of the embedded CAD file. I also changed the color of the embedded CAD file layers to shades of grey, because I intended to use colors in Power BI. In fact, I grey-scaled all of the Visio shapes in the office plan and the organisation chart to provide greater contrast to the colors in Power BI. The embedded Visio Online visual in Power BI will automatically suppress and Data Graphics (Text Callouts, Icon Sets, Data Bars or Color by Value), but I removed them in the Visio file too because it must delay the display if Visio Online needs to hide them.
One key learning point for me is that the preparation of a Visio file for consumption by Power BI is different than that for printing or normal online viewing.
I recently wrote an article comparing Metric and US Units in Visio for floor plans (see Metric vs US Units in Visio floor plans). The intention was always to create right mouse actions on a Visio floor plan border shape to provide many alternative page sizes and scales. I have now done this, with the help of Excel and LinqPad.
[Read more…] about Switching Metric and US Units in Visio floor plans
The action formulas in the ShapeSheet all create multiple SETF(..) formulas that emulate the actions performed by the multiple tabs in the Page Setup dialog, but simplified into a single action:
First of all, as a Brit, I have to point out that US Units in Visio should really be called Imperial Units 🙂 I was born pre-decimalisation (note the s not a z!) and have had a mixed vocabulary ever since. I think about distances in feet, yards and miles not in millimetres, metres and kilometres. I weigh myself in stones and pounds, not kilograms.
As a trained (but lapsed) building architect, I can convert between metric and imperial lengths and areas fairly well, and have got used to changing glibly between both systems. I used to draw on Imperial size paper (wonderfully called Double Elephant), and spend many hours folding freshly printed, but dangerously smelling, dyelines. Imperial/US Units paper sizes are not all the same ratio between the side lengths like Metric paper sizes are. So, this creates a problem with Visio…
[Read more…] about Metric vs US Units in Visio floor plans
All of the setup of printer and page size, orientation and scale are selected in the Page Setup dialog, but all of the Visio templates come with some optons already set.