Link Visio Shapes to SAP Business One DI Data

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SAP Business One DI ODBC Driver

The SAP Business One DI ODBC Driver is a powerful tool that allows you to connect with live data from SAP Business One DI, directly from any applications that support ODBC connectivity.

Access SAP Business One DI data like you would a database - read, write, and update SAP Business One DI Accounts, Activities, Orders, Customers, etc. through a standard ODBC Driver interface.



Automatically update SAP Business One DI data with the changes you make to Visio master shapes.

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

Connect to SAP Business One DI 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 SAP Business One DI data, specify the following connection properties:

  • DBServerType: The type of server being connected to.
  • Server: The name or IP address of the Business One DI server to connect to.
  • CompanyDB: The company to connect to.
  • User: The username used when connecting to the LicenseServer.
  • Password: The password used when connecting to the LicenseServer.
  • LicenseServer (optional): Set this if your License Server is different from the Server.
  • UseTrusted (optional): Set to TRUE to connect using Windows credentials.

Connect SAP Business One DI 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 SAP Business One DI, select the table you want to import, and finish the wizard. This article uses OACT as an example.

Link SAP Business One DI 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 SAP Business One DI entities to shapes:

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

You can refresh your diagram from the Data tab, synchronizing your shapes with the external SAP Business One DI data.