Course Overview

Build beautiful and effective visualizations driven by external data (such as Excel or Access data) with Visio 2016.

Course Circullum

Introduction

Welcome
What you should know before watching this course
Using the exercise files

1. Understand and Find Shape Data

What is shape data?
Which shapes contain data? Part 1
Which shapes contain data? Part 2

2. Define and Use Data Fields

Define text and numeric fields
Define list fields
Define date and duration fields
Define currency and Boolean fields
Use advanced data attributes
Reuse shape data fields
Insert display fields

3. Run Reports

Run built-in reports
Define custom reports
Refine custom report definitions

4. Visualize Data

Visualize data with text callouts
Visualize data with icon sets
Visualize data with data bars
Visualize data with color by value

5. Link Diagrams to Data in Excel

Link a Process Diagram to data in Excel
Link a Network Diagram to data in Excel
Add Shape Data fields while linking data
Change attributes before linking to data
Link to a subset of available data
Use Visio 2016 Quick Import

6. Link Diagrams to Data in SharePoint or a Database

Link to data in a SharePoint list
Link to data in a database

7. Manage Linked Data Sources

Link to multiple data sources
Link one shape to multiple data sources
Delete or change a link to a data source

8. Create Diagrams from Data

Build an org chart from data and photos
Build a timeline from data in Excel
Build a timeline from a project plan

9. Practical Uses for the Data in Your Diagrams

Create a BI (business intelligence) dashboard from an org chart
Visualize KPIs in a swimlane diagram
Leverage data-driven floor plans

10. Sharing Data-Driven Diagrams

View Visio diagrams without Visio

Conclusion

Summary

Scott Helmers

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