Advanced Visio Desktop: Working with Data

Build beautiful and effective visualizations driven by external data with Microsoft Visio 2016. Visio MVP Scott Helmers offers advanced techniques for working with data in Visio diagrams.

First, learn how to apply data and display fields to shapes and run the many prebuilt reports offered in Visio 2016, as well as customize your own. Then find out how to visualize data with callouts, data bars, and icon sets; change the color of shapes as data values change; link diagrams to external data from Excel and Access; align data with flow charts, timelines, organization charts, and other Visio diagrams; and share your new data-driven diagrams with others—even if they don't have Visio. This course will help you accomplish more than you ever thought was possible with Visio, and communicate more effectively than you ever could with static data alone.

Learning objectives
Identify fields specific to the developer tab when defining the shape data.
Recall how to have Visio keep a copy of the shape on the screen while dropping it on the Stencil.
Explain how to indicate the column order when generating a custom report.
Recognize how to know each row is linked to shapes in the External Data window.
Name what the Custom Import button was called in previous versions of Visio.
Explain what Configure Refresh can be used for.