There are a few simple tips and tricks to make the viewing of Visio diagrams simple! Tips include Zoom, Moving Around and Accessing Hyperlinks. See the table below for this, and thank you to Chris Hopkins from Microsoft for sharing them.

We also now have a LIVE example so you can experience this for yourself – see below.

 User Interactivity Tips

Mouse / Keyboard Action
Click on a shape Shape is selected.  Shape data is displayed in the Shape Information Pane.
Ctrl + Click on a shape Selects the shape and navigates the default hyperlink.
Click + Drag Pans the view in the direction of the drag.  Tip for not navigating hyperlinks.
Scroll Wheel – Up Zooms in on the current view, in 10% increments.
Scroll Wheel – Down Zooms out on the current view, in 10% increments.
+ key Zooms in on the current view, in 10% increments.
key Zooms out on the current view, in 10% increments.
Directional arrow keys Pans the view in the direction of the key pressed.
Tab Sets the focus on the next element in the tab order, including shapes and UI elements.
Shift + Tab Sets the focus on the previous element in the tab order, including shapes and UI elements.

Example of Visio in Action!

We finally have a LIVE Visio example that we are using for our events! It shows the layout of the Extend Exhibition area at the conference with all the exhibitors, and is updated as more are added!

So, see the Extend Exhibition Showcase page for the New Zealand SharePoint Conference.  And try out the tips in the table above for navigating it. Note: There is a Hyperlink on the Image top left – so CTRL-CLICK will show you that in action.

How did we do it?VisioWebPartProperties

• A SharePoint List called Sponsors contains the main fields – Name, Level, Specialty and Booth number.
• A Visio Diagram usng the floor plan from the Exhibition area has a shape for each booth and a label on each of those booths with the booth number – so we could automatically link ALL shapes, and therefore everytime the LIST was updated, the diagram would be refreshed!
• Data Graphics were added to visually display data:
Value by Colour to display the level of sponsorship.
      ◦ Text for the Sponsor Name.
       ◦ Icon sets for the Specialty.
• A Page with a Visio Web Acess Web Part to display the diagram. Note: we chose to leave this “chrome-less” – i.e. in the Web Part settings we opted for the following:
  ◦ By Choosing No “Chrome Type”, we can just enter our own title on the page directly (should we need one); we don’t have any need for the user to click on the title in the chrome, to go elsewhere.
      ◦ We un-ticked “Show Page Navigation” as there were no other pages we wish users to see. We also didn’t want them opening the diagram in Visio, so un-ticked that.
      ◦ By ticking “Show Status Bar”, the user can use the bar at the bottom to increase zoom; as much as users can use the quick actions as per the table above, some still like to see this status bar.
      ◦ For this particular diagram, we left “Show the Shape Information Pane” ticked; for demo purposes however, as there was not a lot of extra data that we could display over and above what our Data graphic already did, I would probably hide this.

Other business uses?

I am sure everyone can contribute ideas to this, and please feel free to do so in the comments, but here a few ideas using the same example…

• an office floor plan, showing where people sit – great for a big office, or people travelling to different locations
• an office floor plan showiing assets such as laptops, computers, printers and other hardware, connected to an assets list
• a factory floor plan showing assets and/or inventory
• a shop floor plan showing products by rack/shelf

Increase User Adoption

While some of these are self-explanatory, it may help with adoption to:

◾post your own internal blog, about how easy it is
◾or link to this blog in an update
◾print a cheat sheet of the actions for people to refer to
◾include it in your training materials – online and offline
◾use the updates as a chance to re-invigorate the use of your diagrams at the same time.

Keep an eye out for the next post – as we will improve the capability of our example to demo more ways you can interact with Visio Diagrams.

We will also be using the same feature for the Sydney SharePoint Conference event.