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Visio Shapes とDynamics AX Data を連携

Visio master shapes での変更を自動的にDynamics AX data に更新。

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

Connect to Dynamics AX 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 connect to DynamicsAX, specify User, Domain, and ObjectServer. You can also surface tables for a specific Company; when this property is blank, the default company is used.

Alternatively, you can use the .NET Business Connector to connect on behalf of DynamicsAX users. You can obtain the ProxyUser and ProxyDomain properties on the System service accounts form: Click System Administration -> Setup -> System -> System Service Accounts. Additionally, set ProxyPassword.

By default, only transaction data and base information from the TRANSACTION and MAIN table groups is returned. You can specify which groups to return with TableGroups.

Set Language to use the same language you use in your DynamicsAX labels.

Connect Dynamics AX 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 Link Data to Shapes.
  3. Select the ODBC option and select ODBC DSN.
  4. Select the DSN for Dynamics AX, select the table you want to import, and finish the wizard. This article uses CustInvoiceTrans as an example.

Link Dynamics AX 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 Dynamics AX entities to shapes:

  1. Click Brainstorming Shapes and drag a main topic onto the drawing page. Enter CustInvoiceTrans 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.
  7. Drag a few other Dynamics AX entities onto the drawing page and add association lines back to the main topic, CustInvoiceTrans. New topics have the same configuration: Numeric columns displayed in data bars stand out in contrast to other CustInvoiceTrans entities.

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

 
 
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