ODBC Connection with Visio

C_Carroll · 11/14/19

Hi All,

I am attempting to automate the creation of my Agency's Organizational Charts via Visio and the smartsheet ODBC connector. We have our "reports to" information stored in smartsheets and have used the ODBC connector to create several reports and tableau dashboards.

In Visio, you have the option to create an organizational chart via a Wizard and "an ODBC-compliant data source". After clicking on our Smartsheets connector, I can select the correct sheet. Yet, visio is unable to "read names from ODBC data source". Can anyone assist?

Thanks!

ODBC compliant data source.PNG

Smartsheets option.PNG

Select Smartsheet table.PNG

Unable to read names.PNG

Andrée Starå · 11/15/19

Hi,

Interesting use of the ODBC connector.

If you haven’t already, I would recommend that you reach out to the Smartsheet Support Team. Smartsheet Support Team

Hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Rae Ann Harris · 11/24/20

C_Carroll,

Were you able to get the ODBC connection to Visio to work? Looking for a solution to create an org chart from a file we have in Smartsheet. This looked like a great option...

Thanks for the feedback,

Rae Ann Harris

Andrée Starå · 11/25/20

Hi @Rae Ann Harris

Lucidchart migh be a possible solution as well.

https://www.lucidchart.com/pages/how-to-make-an-org-chart#section_2

Is that an option?

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

C. Powell · 05/05/22

Hi there!

I also received this error in Visio when connecting to the sheet in Smartsheet through the ODBC connector, however, when I created a report from the original sheet that only included Employee name, Reports to, Title and Location and used that as the database table then the Visio Organization Wizard was able to process the request. The error may have something to do with connecting directly to the sheet and/or parsing through additional columns.

Hope this helps!

oflores · 11/07/22

I was able to get past the error by not adding the API token and using the username and password instead. Although this is not the safest method, it worked.

ODBC Connection with Visio

Comments

Categories