Visio2007 Data Graphic Overlay

Investment Report Diagrams

3 Steps to create Investment Reports
Visio shapes enables users to create data linked dynamic
drawings faster & easier than ever before
Data Graphics
Easily create
1 Investment
show the context
of data
report
Data Graphic – Year
diagrams

3.0
1.3
2.5
2.2
using Visio Q1 Q2 Q3 Q4
stencils 2005

Fund Performance
Import
2 production
data from an
Excel file or
Database Graphic - Allocation

Northwest Equity and Income Fund

3 Link the data to Visio shapes and

Percent of Total Holdings 12.8% Risk

display the data using Data Graphics

Data Graphic Detail
Investment Report Diagrams
Data Graphics are made up of elements that give the user a
more complete view of their system
3

Northwest Advantage Fund Plus

Percent of Total Holdings 33.6% Risk

Data Graphic - Border

Data Graphic – Fund – This is a text element.
Fund YoY data Risk – A data bar element.
1 Year – Icon Set Percent – A text element.
2 Year – Icon Set
3 Year – Icon Set
4 Year – Icon Set

1.76
11.42
4.26
16.55
 © 2006 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.