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Visio

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Linking an Access Web Database to Visio

There is a great video on Channel 9 about Access Web Apps, and how to link to them on the desktop ( see https://channel9.msdn.com/events/MVP-Virtual-Conference/MVP-Virtual-Conference-Americas-2015/CONS2-Using-Access-and-SharePoint-for-Travel-Expenses-and-Pulling-up-Maps). However, they never mentioned linking to Visio, so I thought I would correct that omission. I had previously tried to use Link Data to Shapes with an Access Web database, but failed, however watching this video encouraged me to try again!

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My SQL and SharePoint Saturday additional content

I am presenting my view of using Visio to Visualize data with SQL Server and SharePoint today. The slideshow is available for viewing at https://doc.co/Q43c2m but, whilst I wait for my turn to talk, I have created a smart prism shape to demonstrate many of the smartness of shapes and the data linking features of Visio. The file can be downloaded from http://1drv.ms/1FDAZgI .

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SQL Saturday Business Intelligence Special in Edinburgh

We had a fantastic weekend in Edinburgh where I presented Visio as a BI solution for SQL professionals at SQL Saturday. I volunteered because, quite frankly, I do not think that Microsoft promote Visio for BI enough, even though they have put in the BI domain for Microsoft partner competencies. This was a community event, so many thanks to all of the sponsors for enabling it, the many volunteers for running around, and especially to Jen Stirrup for organising it ( see http://jenstirrup.com/2015/06/15/jens-pass-diary-sqlsaturday-edinburgh-my-heartfelt-thanks-go-to/ ).

Adam Velo, a fellow MVP, took this photo of me, and he followed up with an excellent presentation about the psychology of data graphics (see http://blog.crmguru.co.uk/ ).

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Dropping and Connecting Linked Data Shapes in Visio

I like linking data to shapes in Visio. It saves time in filling in Shape Data and adding text, or any Data Graphic to them. Basically I am lazy, and I also like to create macros for repetitive tasks, so in this blog I provide two macros to save the drudgery of two tasks I do so often:

  1. Dropping and data linking a number of items from an External Data recordset filtered by values in a column or columns
  2. Connecting shapes together following a parent-child relationship between Shape Data values
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Updating the file path of data linked Excel tables in Visio

Link Data to Shapes in Visio (not the Standard edition though) is great for visualizing information, and I often use a multi-worksheet Excel workbook that I create locally, and then wish to re-link to a copy of the workbook elsewhere, or even in Office365. This is a simple task if there are only one or two Excel tables involved, but can become tedious when there are many. So, this blog is presents an semi-automated method of achieving this.

Firstly I have an Excel workbook that I have many worksheets with tables of data on them. I named each worksheet, and used the Format As Table command on each.

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Cleaning Visio Documents

A Visio user recently showed me a Visio 2010 document that could not be viewed with the Microsoft Visio Viewer. He could open it in Visio okay, but not in the viewer. Well I tried just removing the unused masters and styles, etc (of which there were quite a few), but that did not allow it to be viewed either. Then I tried the document.Clean() method, and, hey presto, the document could then be viewed. Unfortunately, the Clean() method is not available in the UI, so I have created a macro to make it more accessible.

The File / Info / Reduce File Size dialog shows that there are unused masters and styles :

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