How to create Visio diagrams from Cvent Data

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

Connect to Cvent 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.

Before you can authenticate to Cvent, you must create a workspace and an OAuth application.

Creating a Workspace

To create a workspace:

1. Sign into Cvent and navigate to App Switcher (the blue button in the upper right corner of the page) >> Admin.
2. In the Admin menu, navigate to Integrations >> REST API.
3. A new tab launches for Developer Management. Click on Manage API Access in the new tab.
4. Create a Workspace and name it. Select the scopes you would like your developers to have access to. Scopes control what data domains the developer can access.
   • Choose All to allow developers to choose any scope, and any future scopes added to the REST API.
   • Choose Custom to limit the scopes developers can choose for their OAuth apps to selected scopes. To access all tables exposed by the driver, you need to set the following scopes:

     event/attendees:read	event/attendees:write	event/contacts:read
     event/contacts:write	event/custom-fields:read	event/custom-fields:write
     event/events:read	event/events:write	event/sessions:delete
     event/sessions:read	event/sessions:write	event/speakers:delete
     event/speakers:read	event/speakers:write	budget/budget-items:read
     budget/budget-items:write	exhibitor/exhibitors:read	exhibitor/exhibitors:write
     survey/surveys:read	survey/surveys:write

Creating an OAuth Application

After you have set up a Workspace and invited them, developers can sign up and create a custom OAuth app. See the Creating a Custom OAuth Application section in the Help documentation for more information.

Connecting to Cvent

After creating an OAuth application, set the following connection properties to connect to Cvent:

• InitiateOAuth: GETANDREFRESH. Used to automatically get and refresh the OAuthAccessToken.
• OAuthClientId: The Client ID associated with the OAuth application. You can find this on the Applications page in the Cvent Developer Portal.
• OAuthClientSecret: The Client secret associated with the OAuth application. You can find this on the Applications page in the Cvent Developer Portal.

Connect Cvent 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 Cvent, select the table you want to import, and finish the wizard. This article uses Events as an example.

Link Cvent 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 Cvent entities to shapes:

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

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