Book description
Using Microsoft Visio to visualize business information is a huge aid to comprehension and clarity. Learn how with this practical guide to process diagramming and validation, written as a practical tutorial with sample code and demos.
- Optimize your business information visualization by mastering out-of-the-box structured diagram functionality with features like basic and cross-functional flowcharts
- Create and analyze custom validation rules for structured diagrams using Visio 2013 Professional
- Get to grips with the validation logic for business process diagramming with Visio 2013 Professional with the provided Rules Tools add-on
In Detail
Microsoft Visio is a diagramming program which ultimately allows business professionals to explore and communicate complex information more effectively. Through easy-to-understand visual representations, Visio enables you to present complicated data in a clear and communicative way. Therefore, productivity is increased by utilizing the wide variety of diagrams that can convey information at a glance as data can be understood and acted upon quickly. This book enables business developers to unleash the full potential of Visio 2013 Professional Edition.
Microsoft Visio 2013 Business Process Diagramming and Validation is a focused tutorial with a range of practical examples and downloadable code that shows you how to create business process diagramming templates with Visio, enabling you to effectively visualize business information. It draws on real business examples and needs and covers all the new features of Visio 2013 Professional Edition.
This focused tutorial will enable you to get to grips with diagram validation in Visio 2013 Professional Edition to the fullest extent, enabling you to perform powerful automatic diagram verification based on custom logic and assuring correct and compliant diagrams. You will learn how to create and publish rules and how to use the ShapeSheet to write formulae. There is also a special focus on extending and enhancing the capabilities of Visio 2013 diagram validation and on features that are not found in the out-of-the-box product, like installing and using the new Rules Tools add-on complete with source code, reviewing the new diagramming rules in flowcharts and BPMN templates, and creating your own enhanced Data Flow Model Diagram template complete with validation rules.
Microsoft Visio 2013 Business Process Diagramming and Validation begins by covering the basic functions of Visio 2013 before moving on to discuss how to formulate your own validation rules and how to use the Visio Object Model. ShapeSheet functions are explored in detail as well as how to create validation rule sets and visualizing issues, with practical demonstrations along the way. It also covers integration with SharePoint 2013 and Office365 and how to build a Rules Tools add-on using C#, how to create test and filter expressions, and how to publish validation rules for others to use. Finally, the book concludes with the creation and implementation of a new RuleSet for Data Flow Model Diagrams with a worked example. By following the practical and immediately deployable examples found in this book, you will successfully learn how to use the features of Microsoft Visio 2013 and how to extend the functionality provided in the box.
Table of contents
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Microsoft Visio 2013 Business Process Diagramming and Validation
- Table of Contents
- Microsoft Visio 2013 Business Process Diagramming and Validation
- Credits
- About the Author
- About the Reviewers
- www.PacktPub.com
- Preface
-
1. Overview of Process Management in Microsoft Visio 2013
- Exploring the new process management features in Visio 2013
- Reviewing Visio Process Management capabilities
- Reviewing the foundations of structured diagramming
- Reviewing the enhanced process flow templates
- Reviewing the new process flow templates
- Validation of process diagrams
- Using the Visio Process Repository
- Publishing visual data from Visio
- Understanding the Visio 2013 editions
- Planning your own solutions
- Summary
-
2. Understanding the Microsoft Visio Object Model
- Introducing the Visio Type libraries
- Going beyond the object model
- Classifying the Visio document
- Selecting a programming language to use with Visio
- Understanding the Drawing Explorer window
-
Understanding the Visio object model
- Examining the Application object
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Examining the Document object
- Reviewing the Advanced Properties object
- Reviewing the DataRecordsets collection
- Reviewing the DocumentSheet object
- Reviewing the ID and Index properties
- Reviewing the FullName and Name properties
- Reviewing the Masters collection
- Reviewing the Pages collection
- Reviewing the ReadOnly property
- Reviewing the Type property
- Reviewing the Validation object
- Examining the Master object
- Examining the Page object
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Examining the Shape object
- Reviewing the Characters and Text properties
- Reviewing the Connects and FromConnects collections
- Reviewing the Hyperlinks collection
- Reviewing the ID, Index, NameID, Name, and NameU properties
- Reviewing the IsCallout and IsDataGraphicCallout properties
- Reviewing the LayerCount property
- Reviewing the Master, MasterShape, and RootShape objects
- Reviewing the OneD property
- Reviewing the Parent object
- Reviewing the Type property
- Examining the Section object
- Examining the Row object
- Examining the Cell object
- Delving into the Connectivity API
- Summary
- 3. Understanding the ShapeSheet™
- 4. Understanding the Validation API
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5. Developing a Validation API Interface
- Understanding the architecture of the tool
- Enhancing the ThisAddin class
- Creating the ViewModel class
- Modifying the Visio Fluent UI
- Creating the Rules Explorer window
- Displaying the rule for a selected issue
- Displaying the issues for the current selection
- Summary
- 6. Reviewing Validation Rules and Issues
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7. Creating Validation Rules
- Overview of the document validation process
- Validation functions
- Useful ShapeSheet functions
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Filter and Test Expressions
- Checking the type of shape
- Checking the category of shapes
- Checking the layer of a shape
- Checking if the page contains relevant shapes
- Checking for specific cell values
- Checking that connectors are connected
- Checking that shapes have correct connections
- Checking whether shapes are outside containers
- Checking whether a shape has text
- Custom validation rules in code
- Summary
- 8. Publishing Validation Rules and Diagrams
- 9. A Worked Example for Data Flow Model Diagrams – Part 1
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10. A Worked Example for Data Flow Model Diagrams – Part 2
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Writing the ruleset
- Rule 1 – all processes must have at least one data flow in and one data flow out
- Rule 2 – all processes should modify the incoming data, producing new forms of the outgoing data
- Rule 3 – each data store must be involved with at least one data flow
- Rule 4 – each external entity must be involved with at least one data flow
- Rule 5 – a data flow must be attached to at least one process
- Rule 6 – data flows cannot go directly from one external entity to another external entity
- Rule 7 – do not allow a single page of a DFD to get too complex
- Rule 8 – each component should be labeled
- Rule 9 – each data flow should be labeled describing the data that flows through it
- Rule 10 – each component and subcomponent should be numbered
- Rule 11 – a data flow must be connected between two components
- Rule 12 – a flow must not cycle back to itself
- Summary
-
Writing the ruleset
- 11. A Worked Example for Data Flow Model Diagrams – Part 3
- 12. Integrating Validated Diagrams with SharePoint 2013 and Office365
- Index
Product information
- Title: Microsoft Visio 2013 Business Process Diagramming and Validation
- Author(s):
- Release date: November 2013
- Publisher(s): Packt Publishing
- ISBN: 9781782178002
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