Visualizing Information with Microsoft Office Visio 2007: Smart Diagrams for Business Users Book

Acknowledgments     XV
Review of Basics     1
The Visio Installation     2
Different Editions of Microsoft Visio     3
The User Interface     4
Selecting a Drawing Category     4
Menus and Toolbars     6
Anchor Windows     7
Task Pane     9
The ShapeSheet Window     10
Types of Visio Documents     12
File Types     13
File Formats     13
Document Properties     14
Types of Visio Pages     15
Foreground Pages     15
Background Pages     16
Markup Pages     17
Mastering Visio Shapes     18
Using Master Shapes     18
Connecting Shapes     23
Shapes Without a Master     25
To Scale or Not to Scale     26
Layering Information     27
Outputs from Visio     29
Shape Data and User-Defined Cells     31
Creating Shape Data     32
Shape Data Cells     35
Shape Data Types     36
Templates and Add-Ons That Create Shape Data Rows Automatically     36
Reviewing Existing ShapeData     38
Creating Shape Data Rows Manually     39
Creating Shape Data Rows Automatically     41
User-Defined Cells for Data     44
Using ShapeSheet Formulae     45
Respecting Themes     47
Making Read-Only Shape Data Rows     48
Creating Calculated Values     49
Creating Intershape References     50
Shapes to Edit Document Level Variables     51
Automatically Creating Page Shape Data     52
Rolling Up Values     52
Group Shape References     55
Inter-Page Shape References     56
Right-Mouse Menu Items from Shape Data Lists     56
Linking Data to Shapes     61
Creating Linked Data     62
Link Data Manually     64
Column Settings     68
Filtering Rows     73
Link Data Automatically     74
Merging Data from Other Sources     75
Navigating to/from Linked Data     78
Refreshing the Data     79
Creating Data Connections in Code     80
Linking XML Data     81
Refreshing XML Data     82
Link Data Legends     83
Labeling Shapes from Shape Data     87
Using Data Graphics to Update Labels     87
Label Shapes Add-In     90
Custom Callouts     92
Manually Editing Associated Text Blocks     93
Enhancing Shapes with Color, Icons, and Data Bars     95
Setting Color to Shape Data Values     95
Predefining Fills in a Database     97
Space Plan-Color By Value     97
Data Graphics-Color By Value     98
Data Graphic Icons Sets     100
Data Graphic Data Bars     102
Connecting Items to Each Other     105
Making Shapes Connectable     106
2-D Shape Options     107
1-D Shape Options     112
Layout and Routing Styles     113
Spacing out Connections for Clarity     114
Manual Methods of Connecting Shapes     117
Drag-and-Drop     117
AutoConnect     117
Connector Tool     119
Connect Shapes     119
Using Controls to Connect     120
Automating Connections     121
Finding Shapes by Shape Data     121
Connecting Between Found Shapes     125
Ideas for Enhancing Connectors      135
Adding Hyperlinks to Connectors     135
Updating Connection Point Labels     136
Displaying Duplex Data     136
Reading Connections     137
Updating Network Rack Connections     137
Updating Process Connectors     140
Summarizing Information with PivotDiagrams     145
Creating a PivotDiagram     148
Enhancing the Default Data Graphics     149
PivotDiagram Options     151
Breaking Down the PivotDiagram     151
Applying Shapes     154
Adding Link Data     156
Merging Data     157
Duplicating Data Graphics     159
PivotDiagram Masters     160
Pivot Title     160
Pivot Info (Data Legend)     161
Pivot Node     161
Pivot Connector     163
Pivot Breakdown     163
Making Selections     165
Recognizing a Pivot Shape     167
Getting the Breakdown ID     168
Selecting Shapes in the Same Group     168
Selecting Shapes with the Same Breakdown     170
Database Wizard     173
The Database Wizard or Link Data?     174
Linking to a Database Table     175
Updating a Database Table     179
Making the Department Linked Master     180
Creating a Linked Drawing to Update the Database     185
Inserting Records into a Database     188
Reviewing Records Deleted from a Database Table     188
Deleting Records in a Database Table     190
Refreshing from a View     191
Customizing the Database Refresh     198
Using Data Graphics to Reinforce Information     199
The Default Data Graphic Callouts     200
Text Callouts     202
Data Bars     203
Icon Sets     203
Creating Custom Callouts     204
Minimize Use of Group Shapes     205
Precreate Data Graphic User-Defined Cells     205
General Editing Techniques     206
Text Callouts     207
Data Bar Callouts     210
Icon Sets Callouts     214
Distributing Custom Data Graphic Callouts     218
Changing the Data Graphics Layer Properties     220
Recognizing Which Data Graphic     221
Code Listing for ShowDataGraphic     222
Assigning Data Graphics Automatically     223
Code Listing for AddDataGraphic     223
Code Listing for RemoveDataGraphic     224
Using Smart Tags and Actions     227
Smart Tags and Actions     228
Anatomy of a Smart Tag     228
Anatomy of an Action     229
Button Faces     229
A Smart Tags SmartShape     230
Using Actions to Change Shape Data     235
Matching Button Faces and Icon Sets     239
Automating Smart Tags for Icon Sets     239
Creating Reports     245
Report Definition Wizard     246
Excel Report     247
HTML Report     248
Visio Shape Report     248
XML Report     249
Creating Report Definitions with the Wizard     251
Enhancing the Reports     256
Changing Displayed Column Headers     257
Creating a Variable Embedded Report     258
Using the Advanced Filters     261
Adding SelectReportShapes to Embedded Reports     265
The Built-In Reports     273
Themes, Backgrounds, Borders, and Titles     277
Themes     278
Built-In Color Themes     279
Built-In Effect Themes      281
Custom Color Themes     282
Custom Effect Themes     283
Using Custom Themes     284
Displaying the Current Themes     285
Applying Themes in Code     286
Backgrounds     287
Built-In Backgrounds     287
Custom Backgrounds     289
Borders and Titles     291
Built-In Borders and Titles     293
Custom Borders and Titles     296
Table of Contents     298
Code Listing for TableOfContents     301
Creating Custom Templates, Stencils, and Masters     303
Stencils and Masters     305
Master Icons     307
Preparing the Master Shape     309
Stencil Names     310
Stencil File Paths     311
Templates     312
Preparing the Template     312
Template Names     313
Template File Paths     313
Custom Dynamic Connector     314
Creating a Preview Image     315
Publishing Templates and Stencils     317
Using File Paths     318
Creating an Installation     319
Reviewers' Comments     327
Annotation Without Comments     328
Comments and Reviewer's Markup     330
Behind the Scenes of Markup     333
Listing Page Reviewers     335
Printing Reviewer's Markup     337
The Annotation Marker Master     337
The AddAnnotationMarkers Code     341
Reporting on Reviewer's Markup     346
Preparing for Publication     349
Printing     350
Headers and Footers     352
XML Paper Specification (XPS)     354
Portable Document Format (PDF)     356
Microsoft Document Imaging Format (MDI)     358
Just as an Image     360
Viewing as Web Pages     360
Enhancing Hyperlinks     363
Automating the Export     364
Code Listing for CreateDocWebPages     367
Using the Visio Viewer     369
Sample Windows Forms Wrapper for the Visio Viewer     370
Using Code to Enhance Functionality     381
Visual Basic for Applications (VBA)     382
Code Listing for ToggleLayer Recorded Macro     383
Editing a Recorded Macro     383
Running a VBA Subfunction from a Shape     384
VSTO Add-Ins     388
Code Listing for ThisAddin.vb     391
Code Listing for ToggleLayer.vb     393
Enabling the Shape to Call the Add-In     394
COM Add-Ins     395
Add-Ons     396
Wrapper Applications     396
Document Management and Security     397
Restricting Access to Contained Data and Graphics     398
Removing Sensitive Information     398
Prevent Idle Edits     400
Share Point Integration for Document Control     403
Scenarios     407
Floor Layouts     408
Space Usage     410
Personnel Locations     414
Equipment Inventory     421
Organization Chart     423
Hierarchical Relationships     423
Merging Cost Data and Roll-up     425
IT System Diagrams     426
Process Diagram     427
Operational Risk     428
Work Breakdown Structure     429
Epilogue     431
Appendix     435
Schema Extract     436
Upsize the Visio Sample Database     436
Index     439