Professional Manufacturing Dashboard with SharePoint Online and Visio Pro for Office 365Pankaj Lohumi, Ayushi GargSDETMicrosoft Corporation

SPC241

Agenda

Visio Overview

Describe, track, and understand real world business processes

Dynamic and friction free consumption across end points

Q&A

10 min

30 min

25 min

10 min

Visio - a market leader in advanced diagramming

Global Installed Base94% of Fortune 100 companies Purchase

VelocityEvery 16 seconds

Analyst RecognitionGartner BPA Magic Quadrant leader

High User SatisfactionConsistently highly rated

Visio

Collaboration PlatformProfessional Data

Visio Overview

Easy Integration with Microsoft Productivity Solutions

Enable cost effective and

compelling end to end scenarios

Fabricam Motors Case Study

The Business Scenario

Demo

Fabricam Motors Supply Chain Management Dashboard

Lets Build It…Author Manufacturing dashboard using Visio Client

Create gorgeous layout using built in smart shapes and custom shapes Make it live using data connectivity feature Add Business Intelligence capabilities using data graphics Add hyperlinks to create drill downs

Share actionable dashboards using O365 Add dashboard to your enterprise portal’s home page Add interactions with other business processes (excel, SP List) Make it actionable using JavaScript APIs

Part 1 Author SCM dashboard using Visio Client

Demo

Create layout using Visio Client…

Make it live - Data Connectivity

Select•Excel•Access•SharePoint Lists•SQL Server•OLEDB & ODBC

Link•Establish one way linking between the Shape and data record using shape data.•Link 1 record to multiple shapes (from each record set)•Link N records to 1 Shape (for different record sets)•Automatically Link.

Refresh •Refresh connections to push updates to linked shapes.•Configure automatic refresh.

Demo

Make it live…

Add BI - Data GraphicsText Callouts •Show your data in text fields using variety of styles to choose from

Data Bars •Miniature charts and graphs, such as progress bars, star ratings, thermometers, and speedometers

Icon Sets •Use sets of icons such as flags, traffic signals, and trend arrows.

Color by Value •Apply color to indicate unique values or ranges of values.

Custom •Build your own data graphics.

BI capability - Data Graphics

Demo

Add Business Intelligence & create drill downs…

Part 2 Share Actionable Dashboards using O365

Recap and next steps…Author Manufacturing dashboard using Visio Client

Create gorgeous layout using built in smart shapes and custom shapes

Make it live using data connectivity feature Add Business Intelligence capabilities using data graphics Add hyperlinks to create drill downs

Share actionable dashboards using O365

Add dashboard to your enterprise portal’s home page Add interactions with other business processes (excel, SP List) Make it actionable using JavaScript APIs

Diagrams in Visio Services

Consumer

Publish Data connected Visio Diagram to SharePoint

Consumer requests updates

Consumers can navigate, refresh & access the diagram

in a browser

SharePoint

The server returns a PNG representation of refreshed Data Graphics

Visio Client

Demo

Share Data within your organization…

Allows basic exploration and navigation of rendered diagrams.

Web Drawing Interactivity Automatic Refresh Interval Expose Shape Data items to web part

connections

Visio Web Access Web Part

Visio Web Part Connections

Change Other Web Parts

Send shape data to

Change Visio Web Part

Get Web Drawing URL and Page Name From

Get Shapes to Highlight From

Get Filter Results From

Get Shape to View From

Demo

Add to homepage & interact with other business processes…

You can do the following using JS API’s :• Select shapes - Read shape data, add hyperlinks & comments• Capture events – Mouse Enter, Mouse Leave, Shape Selection

Changed• Change pan and zoom settings• Navigate to pages or diagrams• Add highlights and html overlays

*The API is client side and does not require any page refreshing

Make Actionable Dashboards - JavaScript

Visio

JavaScript Object Model

26

Visio

Events

Demo

Make actionable dashboards…

Visio Client • Templates• Smart Shapes• Importing SVGs• Data Connectivity • Data Graphics• Hyperlinks

Recap • Visio Services• Visio Web Access WebPart• Web Part Interactions with

Excel Charts and SP List• Javascript APIs to add Overlays

and enable Lync Integration

Applicable to Solutions in multiple domains

And More Domains…

Developing Facilities Management Solutions using SharePoint Online and Visio Pro for Office 365

Upcoming Session…

Q & A

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