How to Create Contextual Dashboards in Microsoft Visio?

Dashboards are vital business instruments that gives constant graphical portrayal of Key Performance Indicators (KPI) for business forms. Every dashboard passes on current status in a graphical way, which helps surface issues and helps speedy basic leadership.

Generally a dashboard is introduced as a gathering of measurements with shading coding that passes on whether the KPIs are being met.


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The measurements can be more significant and basic leadership can be less demanding if information is outwardly spoken to demonstrate it inside the setting of the business procedure.


A relevant dashboard in Visio indicating data over a story design.


This dashboard is made by layering the KPIs over the call focus’ floor design. It shows precisely where all representatives are sitting, worker nearness data, and call status.

It isn’t just simple to perceive if there is an issue that necessities consideration, yet in addition to see extra data on where the issue is.


For instance, a speedy take a gander at the dashboard demonstrates that Roger, who is dealing with calls for Energies, needs assistance. Clicking his “desk area” uncovers his physical area and other call-particular points of interest.

for example, current call time. In light of this data, the call focus chief can rapidly settle on a choice about settling the issue.


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You can associate with an information source, connect shapes to information and apply information designs in a Visio association graph, and you can likewise change over that information connected outline into a dashboard.


Visio Services enables you to set an information connected outline to revive at an intermittent interim and offer it comprehensively with other people who might not have Visio introduced.


To change over our call focus outline into a dashboard, transfer the chart document to the same SharePoint server where the information source is found.

Make a website page, at that point embed a web part. To do this, click Insert, at that point click Web Part, under the Business Data tab, click Visio Web Access. Presently open the apparatuses sheet for the web part and arrange it to show your chart by perusing to it and setting its URL in Web Drawing URL.

You can likewise arrange different things, for example, revive interim, connection conduct, and data you need to appear.

The dashboard is currently prepared to be imparted to others to help enhance productivity in the setting you pick.


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