How to create Visio diagrams from Cosmos DB Data

Automate the process of entering data into Visio diagrams and keeping your diagrams up to date with the CData ODBC Driver for Cosmos DB. The driver surfaces Cosmos DB 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 Cosmos DB data.

Connect to Cosmos DB 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.

To obtain the connection string needed to connect to a Cosmos DB account using the SQL API, log in to the Azure Portal, select Azure Cosmos DB, and select your account. In the Settings section, click Connection String and set the following values:

• AccountEndpoint: The Cosmos DB account URL from the Keys blade of the Cosmos DB account
• AccountKey: In the Azure portal, navigate to the Cosmos DB service and select your Azure Cosmos DB account. From the resource menu, go to the Keys page. Find the PRIMARY KEY value and set AccountKey to this value.

Connect Cosmos DB 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 Cosmos DB, select the table you want to import, and finish the wizard. This article uses Customers as an example.

Link Cosmos DB 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 Cosmos DB 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 Cosmos DB 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 Cosmos DB data.