building dashboards with visio services
DESCRIPTION
Slide deck from my European SharePoint Conference 2014 session on Building dashboards using Visio Services in Office 365TRANSCRIPT
Building BI DashboardsUsing Visio 2013
Alan Richards
Agenda1 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
+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/m
SharePoint Content Database
External Data Sources
Web Front
End
Backend SQLOLEDB/ODBC
XLSX SP Lists
Application
Server
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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
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
2• Create Diagram • Use Data Linking and
Data Graphics
•View diagram in web browser•Opens diagram in Visio3
• Click Refresh to update data graphics • Data refresh can be automated
by setting interval time
4Data Source
• SharePoint List apps• Excel Services• SQL Server•OLEDB / ODBC
1
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
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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
www.sharepointeurope.com
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