How to create Visio diagrams from BigCommerce Data

Automate the process of entering data into Visio diagrams and keeping your diagrams up to date with the CData ODBC Driver for BigCommerce. The driver surfaces BigCommerce data as an ODBC data source that can be accessed by applications with built-in ODBC support like Microsoft Office. This article shows how to create a simple diagram to start brainstorming about Visio projects linked to BigCommerce data.

Connect to BigCommerce as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

BigCommerce authentication is based on the standard OAuth flow. To authenticate, you must initially create an app via the Big Commerce developer platform where you can obtain an OAuthClientId, OAuthClientSecret, and CallbackURL. These three parameters will be set as connection properties to your driver.

Additionally, in order to connect to your BigCommerce Store, you will need your StoreId. To find your Store Id please follow these steps:

1. Log in to your BigCommerce account.
2. From the Home Page, select Advanced Settings > API Accounts.
3. Click Create API Account.
4. A text box named API Path will appear on your screen.
5. Inside you can see a URL of the following structure: https://api.bigcommerce.com/stores/{Store Id}/v3.
6. As demonstrated above, your Store Id will be between the 'stores/' and '/v3' path paramters.
7. Once you have retrieved your Store Id you can either click Cancel or proceed in creating an API Account in case you do not have one already.

Connect BigCommerce Data to Diagrams

Follow the steps below to use the Data Selector Wizard to import data into your diagram.

1. Open Visio and click File -> New. Open the Brainstorming template.
2. On the Data tab, click Custom Import and select Other OLEDB or ODBC data source. 👁 Selecting a data source
   
3. Select the ODBC option and select ODBC DSN.
4. Select the DSN for BigCommerce, select the table you want to import, and finish the wizard. This article uses Customers as an example.

Link BigCommerce Entities to Shapes

Follow the steps below to create a simple diagram that shows how to create shapes from your data, one of the ways to link BigCommerce entities to shapes:

1. Click Brainstorming Shapes and drag a main topic onto the drawing page. Enter Customers as the text of the main topic.
2. Click Topic.
3. Select a row in the External Data window and drag it onto the drawing page.
4. Right-click the Topic shape and click Data -> Edit Data Graphic.
5. Click New Item.
6. In the Data Field menu, select a column. In the Displayed As menu, select how to display them. 👁 A data graphic for a column.
   
7. Drag a few other BigCommerce entities onto the drawing page and add association lines back to the main topic, Customers. New topics have the same configuration: Numeric columns displayed in data bars stand out in contrast to other Customers entities. 👁 Brainstorming with external data. (Salesforce is shown.)
   

You can refresh your diagram from the Data tab, synchronizing your shapes with the external BigCommerce data.