This document outlines a presentation on building business intelligence (BI) dashboards using Visio 2013 and SharePoint 2013. It includes an agenda with topics on why to use SharePoint 2013 and Visio Services, using Excel Services, and demos of creating simple, detailed Visio diagrams. The presenter is introduced as having 18 years of IT experience, including working with SharePoint since its early releases. Requirements for refreshing Visio diagrams from Excel data are also outlined.

1. Building BI Dashboards
Using Visio 2013
Alan Richards

2. Agenda
1
Introductions
2
Why SharePoint 2013 & Visio Services
3
Using Excel Services
4
Create A Simple Visio Diagram - Demo
5
Use of Visio Services - Demo
6
Create A Detailed Visio Diagram - Demo

3. Who Am I?
+44(0) 782 483 1088
alan.richards@foundation-sp.com
uk.linkedin.com/in/richardsalan
@arichards_Saruk
www.edutechnow.com
•
•
•
•
Senior Consultant
SharePoint MVP
18 years experience in IT
Worked with SharePoint since team
services

4. Why SharePoint 2013 & Visio Services
• Visualise Data
• Move away from grid style
presentation of data
• Stock of graphics and data
diagrams
• Comments
• Collaboration
• Dashboards
• BI
• Easily created
• Levels of depth – Drill down
Windows Server 2008 R2
CPU
1.60 Ghz
Memory
IP Address
32 GB
10.0.1.104
Icon Sets
sql-sales-01
Text Callouts
Label
Value
Value
Label
Value
Label
Value
Data Bars
50
30
20
XL
57
32
32
15
Color By Value
S
L

5. Using Excel Services
• Requirements for refreshing from a published workbook
• User needs access to the diagram and workbook locations
• Refreshed using current user credentials
• VSDX/VDW and XLSX published on the same farm
• No network shares, must reside in a document library
• No old XLS formats
• Link and Refresh from
• Sheets / Tables / Named Ranges / Custom Range

6. Using Excel Services
• Using Excel with external data source = Bad practice
• Use the root data source

7. Creating A Simple Visio Diagram
• Demo
• One stock shape connected to Excel spreadsheet

8. Use Of Visio Services
• Demo
• Load diagram in SharePoint
• Show ability to comment
• Excel services

9. Creating A Detailed Visio Diagram
• Demo
• Imported images as data graphics
• Hyperlinks to drill down into data
• Simple BI dashboard

10. Thanks to our
Sponsors