Interactive Visio Diagrams in Power BI Reports


When I first evaluated Power BI a few years ago, the thing that impressed me most was that, unlike Sharepoint Power View, a developer could create new visualizations and integrate them into PBI. Some time later, Microsoft greatly expanded the ability of Power BI to include sophisticated graphs by adding to Power BI the ability to execute R scripts. Now, Microsoft is expanding yet again PBI's graphic capabilities, but this time in a somewhat different direction: the ability to integrate Visio diagrams into a Power BI report.

Any Visio diagram can serve as in integrated Power BI tool to drill down in the report. The trick is that the name of each object in the Visio diagram must correspond to a column value in the Power BI database. Since only the object name is necessary to establish the correspondence between the diagram and the data, the actual nature of the diagram is unrestricted: anything you can create in Visio is fair game. Shown here is an office layout from one of the example PBI reports provided by Microsoft.

infographic: office diagram

Other examples include organizational charts, administrative and industrial processes, and product quality root cause analysis (RCA). One application I found particularly interesting was the correlation of retail sales with the physical layout of a department store and the ability to click on specific display counters in the store. Do counters near potted plants sell more?

infographic: outdoor tables diagram

Clearly, the first step in creating a Visio/Power BI report must be to create a Visio diagram. The completed diagram must then be saved to One Drive for Business or Sharepoint Online. There seems to be no provision for creating a Visio/Power BI report using a local Visio file, and, at least as of June 2018, there is no indication that this capability is forthcoming.

Download and install the Visio custom visualization as you would any other custom visualization. The Visio icon will appear in your Visualizations toolbox. Create a blank visualization onto your report canvas and then from the fields list select the appropriate column (the one that provides the ID value matching the diagram) from the Power BI database. You will then be asked to provide a URL to the online Visio diagram file. When the Visualization successfully connects to your Visio diagram, a field mapping list will appear at the righthand edge of the visualization.

Select the Visio icon.
Select the Visio icon.

Provide the URL pointing to your Visio diagram.
Provide the URL pointing to your Visio diagram.

Your Visio diagram is now part of your Power BI report!
Your Visio diagram is now part of your Power BI report!

The dropdown menu within the Field Mapping list provides the means for refreshing the diagram or providing an entirely new diagram URL.

infographic of Field Mapping

It was fascinating to see the variety of ingenious custom visualizations that Power BI developers came up with when Power BI first came out. I am certain it will be just as fascinating to see the clever applications that users will create with Power BI and Visio diagrams.

Related Training:
Business Analysis
Business Intelligence

Dan Buskirk

Written by Dan Buskirk

The pleasures of the table belong to all ages.” Actually, Brillat-Savaron was talking about the dinner table, but the quote applies equally well to Dan’s other big interest, tables of data. Dan has worked with Microsoft Excel since the Dark Ages and has utilized SQL Server since Windows NT first became available to developers as a beta (it was 32 bits! wow!). Since then, Dan has helped corporations and government agencies gather, store, and analyze data and has also taught and mentored their teams using the Microsoft Business Intelligence Stack to impose order on chaos. Dan has taught Learning Tree in Learning Tree’s SQL Server & Microsoft Office curriculums for over 14 years. In addition to his professional data and analysis work, Dan is a proponent of functional programming techniques in general, especially Microsoft’s new .NET functional language F#. Dan enjoys speaking at .NET and F# user’s groups on these topics.

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