Refreshing external data
Visio Services will then contact that external source and run a
query that asks for the data set, which is cached together with the
schema of the external data into the Visio diagram. Visio Services then
disconnects from the data source and presents the data at the bottom of
Visio in the External List Window as a record set. The data in the
External List Window is not a live link—for performance reasons, and
also to allow you to send the diagram to users who may be offline and
do not have access to the data source. You can refresh the data by
right-clicking anywhere in the External Data Window and selecting
Refresh Data, or using the Refresh Data split button on the Data tab in
the External Data group. The Refresh Data dialog box opens, which lists
all the data sources linked to your drawing, as shown in Figure 1.
You
can configure a linked data source by selecting the data source in the
Refresh Data dialog box and clicking Configure to display the Configure
Refresh dialog box, as shown in Figure 2.
Note
The
Overwrite User Changes To Shape Data option is not selected by default;
therefore, if you want to change the data for a shape property using
the Shape Data pane, that value will not be overwritten if you later
refresh the data from the external data source. Usually you want your
diagrams to change as the external data changes, so it is best to
select this option in most cases.
