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Visio Shapes とOracle Eloqua Data を連携

Visio master shapes での変更を自動的にOracle Eloqua 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 Oracle Eloqua. The driver surfaces Oracle Eloqua 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 Oracle Eloqua data.

Connect to Oracle Eloqua 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.

There are two authentication methods available for connecting to Oracle Eloqua: Login and OAuth. The Login method requires you to have the Company, User, and Password of the user.

If you do not have access to the username and password or do not wish to require them, you can use OAuth authentication. OAuth is better suited for allowing other users to access their own data. Using login credentials is better suited for accessing your own data.

Connect Oracle Eloqua 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 Oracle Eloqua, select the table you want to import, and finish the wizard. This article uses Campaign as an example.

Link Oracle Eloqua 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 Oracle Eloqua entities to shapes:

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

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

 
 
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