Data Import & Export Features in Visio 2010

I have been using (Microsoft) Visio for importing and exporting data since 1996, and was an early tester/adopter of the Database Wizard features in Visio 4.1 (I think). I think of Visio as a data visualization tool, yet I cannot recall seeing a comprehensive list of the areas in Visio, out-of-the-box, where you can import and export data easily. So I decided to draw a data-linked diagram of just this for Visio 2010.

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I have made the files available for you at the following links:

I built the diagram on data that I entered into an Excel workbook, although I soon realised that I could have perhaps done this better in Access or SQL Server!

I decided to split the data sources and targets into three different (product) types:

  • Desktop App
  • Server
  • File Format

Each of the data sources and targets are automatically color-coded, using Data Graphics, according to their type:

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There is a legend at the bottom of the diagram too:

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The source types of import data to Visio are arranged across the top of the diagram, and the target types of export data from Visio are arranged along the bottom.

The features in Visio that utilize data are grouped by their category across the middle of the diagram:

  • Business
  • Data
  • File / Save As
  • Maps and Floor Plans
  • Review
  • Schedule
  • View / Add-Ons / Visio Extras

Each of the Visio feature boxes contain a hyperlink that explains it in more detail.

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The connectors between the data and the Visio feature are automatically color-coded too, according to the lowest edition of Visio where the feature is available.

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Hopefully, you already realize that the Professional edition has all of Visio Standard, plus extra stuff. Similarly, Premium has all of Professional, and then adds more stuff, such as Visio Services and Data Validation.

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What my diagram reveals is there are far more import data features than export data. This is a pity, but data updates should be done with caution, and perhaps should be identity controlled. For example, the Link Data to Shapes feature is only one way, though there are a few of us who use the connection information to create a two-way link in code.

I also used the Review / Shape Reports feature to export the relevant data to a table:

Product Links
Category Feature From Product To Product Comments
Business Brainstorming Visio 2010 Standard Excel 2010  
Business Brainstorming Visio 2010 Standard Word 2010  
Business Brainstorming Visio 2010 Standard XML  
Business Brainstorming XML Visio 2010 Standard  
Business Organization Chart Excel 2010 Visio 2010 Standard  
Business Organization Chart Exchange 2008 Server Visio 2010 Standard  
Business Organization Chart ODBC Visio 2010 Standard  
Business Organization Chart Text Files Visio 2010 Standard  
Business Organization Chart Visio 2010 Standard Excel 2010  
Business Organization Chart Visio 2010 Standard CSV Files  
Business Organization Chart Visio 2010 Standard Text Files  
Business Pivot Diagram Access 2010 Visio 2010 Professional  
Business Pivot Diagram Excel 2010 Visio 2010 Professional  
Business Pivot Diagram ODBC Visio 2010 Professional  
Business Pivot Diagram OLEDB Visio 2010 Professional  
Business Pivot Diagram SharePoint 2010 Foundation List Visio 2010 Professional  
Business Pivot Diagram SQL Server 2008 Analysis Services Visio 2010 Professional  
Business Pivot Diagram SQL Server 2008 Database Visio 2010 Professional  
Data Link Data To Shapes Access 2010 Visio 2010 Professional  
Data Link Data To Shapes Excel 2010 Visio 2010 Professional  
Data Link Data To Shapes ODBC Visio 2010 Professional  
Data Link Data To Shapes OLEDB Visio 2010 Professional  
Data Link Data To Shapes SharePoint 2010 Foundation List Visio 2010 Professional  
Data Link Data To Shapes SQL Server 2008 Database Visio 2010 Professional  
Data Link Data To Shapes XML Visio 2010 Professional Via code only
Data SharePoint Workflow Visio 2010 Premium VWI  
Data SharePoint Workflow VWI Visio 2010 Premium  
File / Save As Web Page Visio 2010 Standard XML  
Maps and Floor Plans Import Data Excel 2010 Visio 2010 Professional  
Maps and Floor Plans Import Data Exchange 2008 Server Visio 2010 Professional  
Maps and Floor Plans Space Plan Startup Wizard Excel 2010 Visio 2010 Professional  
Review Shape Reports Visio 2010 Standard HTML  
Review Shape Reports Visio 2010 Standard XML  
Review Shape Reports Visio 2010 Standard Excel 2010  
Schedule Calendar Outlook 2010 Visio 2010 Standard  
Schedule Gantt CSV Files Visio 2010 Standard  
Schedule Gantt Excel 2010 Visio 2010 Standard  
Schedule Gantt Project 2010 Professional Visio 2010 Standard  
Schedule Gantt Text Files Visio 2010 Standard  
Schedule Gantt Visio 2010 Standard Excel 2010  
Schedule Gantt Visio 2010 Standard Text Files  
Schedule Gantt Visio 2010 Standard Project 2010 Professional  
Schedule Timeline Project 2010 Standard Visio 2010 Standard  
Schedule Timeline Visio 2010 Standard Project 2010 Standard  
View / Add-Ons / Visio Extras Database Export Wizard Visio 2010 Standard ODBC  
View / Add-Ons / Visio Extras Database Wizard ODBC Visio 2010 Standard  
View / Add-Ons / Visio Extras Export to Database Visio 2010 Standard ODBC  
View / Add-Ons / Visio Extras Link to Database ODBC Visio 2010 Standard  

One pattern that I often need to use is consuming data from web services, and I would like to see this added to the next version of Visio, rather than having to always write the code myself.

Another common pattern that I would like to see is the automatic connection between shapes using a nominated data-linked connector … an extension to Link Data to Shapes. Whilst I am creating this wish list, I would also like to see the automatic placement of data-linked shapes into data-linked containers.  Both of these wishes were achieved manually in the attached diagram.

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