How to create Visio diagrams from SharePoint Excel Services Data

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

Connect to SharePoint Excel Services 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.

The URL, User, and Password properties, under the Authentication section, must be set to valid credentials for SharePoint Online, SharePoint 2010, or SharePoint 2013. Additionally, the Library property must be set to a valid SharePoint Document Library and the File property must be set to a valid .xlsx file in the indicated Library.

Connect SharePoint Excel Services 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 SharePoint Excel Services, select the table you want to import, and finish the wizard. This article uses Account as an example.

Link SharePoint Excel Services 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 SharePoint Excel Services entities to shapes:

1. Click Brainstorming Shapes and drag a main topic onto the drawing page. Enter Account 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 SharePoint Excel Services entities onto the drawing page and add association lines back to the main topic, Account. New topics have the same configuration: Numeric columns displayed in data bars stand out in contrast to other Account entities. 👁 Brainstorming with external data. (Salesforce is shown.)
   

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