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Tips & Techniques. Visio Session – Dana Farber Cancer Institute. Ishan Bhaumik | Microsoft Visio Solutions Specialist January 27, 2010. My Objectives. Introductions Background of Visio Demo of Visio features Background Visio’s investments Asks. Introductions. Introduce myself
Visio Session –
Dana Farber Cancer Institute
Ishan Bhaumik | Microsoft
Visio Solutions Specialist
January 27, 2010
Visio’s inspiration: Diagramming Tools
Gartner: Magic Quadrant for BPA Tools
Gartner : BPA Tool Market Revenue Breakdown
Visio brings your Data and Diagrams in one place
But why is this better?
Far More Than Pictures
Visio 2007 addresses key diagramming challenges for users.
*Source: Visio team research, US only data
Link Data to
Visually analyze critical information with color and icons
Refresh data at regular intervals from multiple data sources, then export reports to multiple sources
Data Refresh & Reporting
Four types of Visual Effects in Data Visualization
Color by Value
Ease Of Use
We need diagrams & dashboards that are easy to share and updated in real time
We need to make documenting and modeling processes more consistent and easily
We need a powerful diagraming tool that’s simple & intuitive
Specialty IW’s , BDMs & IT Pros
Introducing Visio 2010
NEW Shapes window
Minimize ~ expand ~ customize
Sophisticated NEW shapes and graphics
Create a seamless look and feel with Visio’s easy to use UI
NEWstatus Bar: Zoom; switch between open documents; fit the page to the window; switch back and forth from full-screen view
Share your real-time data-linked diagrams on the web using Visio services.*
Explore Visio hosted diagrams using hyperlink, refresh, pan, and zoom capabilities.
View your hosted diagrams in Silverlight™ or PNG format.
Use Visio Services in conjunction with data from other applications to create corporate mash-ups.Visio Services
Interactive, mash-up dashboards with new Visio API
*included as part of SharePoint Server installation (Enterprise CAL). No Visio installation required to view.
Consumer requests a VDW, the server returns a PNG or XAML representation of a refreshed diagram
Generate and publish “VDW” file to the server.
Consumers can navigate and refresh in the browser and open the diagram in Visio 2010
Create dynamic, data-driven diagrams
Check your diagrams against a set of rules and policies you define using validation
Create sub-processes for simplification, easy navigation, storage or re-use
SharePoint® workflows template
Import/export capability with SharePoint DesignerProcess Management
SharePoint® Workflow Authoring
jump-start on modeling your processes and business logic.
Ensure accuracy and consistency in your disarms
Simplify complex processes
SharePoint Workflow integration
Microsoft Confidential, Prototype Only
BPMN template provides sophisticated process modeling with BPMN 1.1 rule validation
Change model type by choosing model definition from right click menu
Modify, parameterize and deploy using SharePoint Designer 2010
Import workflow from SharePoint Designer 2010 to generate / update Visio diagram
Minimizing Stencil Pane
The user can create correction of shapes with own selection
Quick Shapes Mini Tool Bar provides your selection of first 4 shapes within Quick Shapes pane for productive flowchart creation
Quick Shape provides summarized view from each stencil
Drag Shape into insufficient space
Open space to accommodate new shapes
Delete Shape between Connector
Connector is healed automatically
If Connector has definition
Connector won’t be healed
Dynamic Grid: Visual guides to help position and align shapes relative to one another
Drag Out Connector: The ability to drag-out a new connector by simply clicking on an AutoConnect blue arrow
One click and magically everything is aligned!
Page Auto Size:
When Object is placed on Page Break, Page Size will expand automatically
Step 1: Select Shapes
Step 2: Select Container Types from Insert menu
Step 3: Select Heading Style and Margins from Contextual Tab
break the repetitive “Undo” cycle! Save time!
View the result of formatting changes in your diagram as you move through the options and before committing to them.