David J Parker
MVP (Visio)
bVisual ltd
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Microsoft MVP (Visio)
Microsoft MCP (Visio, SQL)
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Pre-Microsoft acquisition
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Post-Microsoft acquisition
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http://www.visiotoolbox.com/productdetail.aspx?productid=9
WBS Modeler for Visio and Project
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McGraw-Hill, 2007
http://www.visualizinginformation.com
DataLegends – Visio add-in to add Data Graphic legends
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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
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Visio Business Partner, 1996-8
Speaker at Visio Conferences 1997 &1998
Started bVisual in 1998
www.wbsmodeler.com
Visio Blog
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http://bvisual.spaces.live.com/
On-line
Shape
Graphics
Data
Source
Prints
odc
Data
Visio Drawing
Import
>
Link
>
Display
Reports
>
Communicate
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Microsoft Office Visio 2007 Standard
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Database Wizard
Microsoft Office Visio 2007 Professional
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Database Wizard
Database reverse engineering
UML models
Link Data To Shapes *
PivotDiagrams *
Data Graphics *
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Shape Data
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Link Data to Shapes
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Renamed from Custom Properties
Multiple data sources per shape
Read only
Uses Office Data Connections (*.odc files)
PivotDiagrams
Diagrammatic version of PivotTables
 Uses Office Data Connections (*.odc files)
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Data Graphics
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Data sensitive text and graphics on shapes
COM Add-in
Add-ons
Full Visio
Client App
Visio Drawing
Control (ActiveX)
ShapeSheet, Smart Shapes
Visio Engine
Visio Viewer
VSTO Add-in
Data Diagramming
ML
Extensibility Support
Save
As
Web
Visio
Drawings
Sample code
Tools & Wizards
Visio Object Model (COM)
VBA
ShapeStudio
Visio SDK
.NET Primary Interoperability Assemblies (PIAs)
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DataConnection and DataRecordsets
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UI and code links to:
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Visio 12.0 Type Lib
Add, AddFromConnectionFile, AddFromXML
Microsoft Office Excel & Access
SharePoint Services Lists
SQL Server Tables and Views
OLEDB & ODBC
Can also create link in code to :
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SQL Server stored procedures
XML files
Declarations & Connection String
Dim
Dim
Dim
Dim
Dim
dds As Visio.DataRecordset 'The data recordset
ary() As String
‘Array to hold the p key columns
SQLConnStr As String
'The connection string
SQLCommStr As String
'The Command string
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“
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
Connection String
Dim
Dim
Dim
Dim
Dim
doc As Visio.Document
dst As Visio.DataRecordset
xmlFile As String
dom As New MSXML2.DOMDocument
OK As Boolean
Set doc = Visio.ActiveDocument
xmlFile = “MyXMLFile.xml"
OK = dom.Load(xmlFile)
Set dst = doc.DataRecordsets.AddFromXML( _
dom.XML, 0, “Any Name")
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UI and code refreshing of DataRecordset
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.Refresh
.GetAllRefreshConflicts
.GetMatchingRowsForRefreshConflict
.RemoveRefreshConflict
XML files can only be refreshed in code
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.RefreshUsingXML
Automation requires assigned name and file
Refreshing
Dim
Dim
Dim
Dim
Dim
doc As Visio.Document
dst As Visio.DataRecordset
xmlFile As String
dom As New MSXML2.DOMDocument
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
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Select a Master – Drag data row(s)
Drag a data row onto any shape
Shape Data key field(s) contain values AutoLink
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Shape Data automatically added to shapes
Basic Data Graphics usually added by default
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User-defined Cells
Shape Data
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_VisDM_ prefixes column names
Unless already exist!
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DropManyLinkedU
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ObjectsToInstance()
array of variants
XYs()
array of doubles
DataRecordsetID
long
DataRowIDs()
array of longs
ApplyDataGraphicAfterLink
boolean
ShapeIDs()
out array of longs
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
Drop Many...
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Many types of diagrams require shapes to be
connected
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Connecting shapes example code
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Organization Charts, Network diagrams, Process
ConnectSubordinates
ConnectDottedLineManagers
Can then use different layouts for display
LayoutPage... example code
 LayoutSelection... example code
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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
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Standard Hierachy Org Chart Page Layout
Modified with Selection Layout
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cf Org Chart Wizard
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Other Page Layouts may also be suitable
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Compact Tree
Radial
Circular
Reading Data and Layouts
'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
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Color By Value
Text
Data Bar
Icon Set
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Document stencil only shows visible masters
Drawing Explorer displays all (but not type)
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
Normal
Master
GraphicItem
Master
Master instance
with
DataGraphic
DataGraphic
Master
Document Stencil
Document Page
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Create a new DataGraphic master
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Open the new Master
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.GraphicItems.AddCopy(existingGI)
Amend GraphicItems
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Master.Open
Copy an existing GraphicItem to it
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Document.Masters.AddEx(visTypeDataGraphic)
.HorizontalPosition & .VerticalPosition
.SetExpression VisGraphicField, string
Close Master
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A Data Bar graphic item can be
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Min and max values read from shape instances
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Multiple times in same Data Graphic
In multiple Data Graphics
Each instance has different value ranges
Prop. msvCalloutField
Data Bar can have multiple fields
E.g. Multi-bar graph
 Prop. msvCalloutPropFieldn where n=2 to 5
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Update master using .Open
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
Document Stencil
3. Create Selection
Document Page
Start Part
Const
Const
Const
Const
UserType As String = "User.msvCalloutType“
UserDGID As String = "User.visDGItemID "
PropMax As String = "Prop.msvCalloutPropMax"
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
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
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
End Part
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'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
End If
Next itmGraphic
'Close the copy to update all instances
mstCopy.Close
Updating DataBar Minimum and Maximum Values
automatically
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Breakdown data into Categories
Sort
Merge
Promote
Collapse
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PivotDiagram is an add-on
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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
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Aids in applying DataGraphics and extra
DataRecordsets
E.g. SelectSameBreakdownName sample
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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
End If
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
Else
isPivotShapeType = False
End If
End Function
Custom Selections
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Legends for Icon Sets & Color By Value
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TS Exam 70-545
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Microsoft Office Visio 2007, Application Development
http://www.microsoft.com/learning/exams/70545.mspx
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Deploying Visio Solutions
Working with External Data
Developing Visio Libraries
Automating Visio Diagrams
Publishing and Viewing Visio Diagrams
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New Microsoft Certified Partner Specialization
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Information Worker Competency
Data Visualization Specialization
https://partner.microsoft.com/40039095
Need 2 individuals that have passed Visio TS exam
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Visio 2007 SDK
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Visio 2007 Solution Development Workshop
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http://blogs.msdn.com/visio/
Visio MVP web site
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http://msdn2.microsoft.com/en-us/office/aa905478.aspx
Visio Insight blog
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http://www.microsoft.com/downloads/details.aspx?FamilyID=332c21
1e-581e-4029-9839-8f45de10b4c2&DisplayLang=en
Visio Developer Portal
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http://msdn2.microsoft.com/en-us/library/ms409183.aspx
http://visio.mvps.org/
My Visio Blog
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http://bvisual.spaces.live.com/
David J Parker
Microsoft MVP (Visio)
http://www.bVisual.net
Book
http://www.visualizinginformation.com
davidp@bvisual.net