Visio 2010 Er Diagram Template

In Visio, with the Database Model Diagram template, you can create a new model or reverse engineer an existing database into a model.

Database icon, arrow, Visio diagram representating the database

This article describes how to create a database model and what you can do with the model after you create it.

Note:The Database Model diagram is only available in certain versions of Visio. See Can't find the database modeling features? for more information.

1: Start a database-model diagram

If you don't have an existing database that you want to use as a starting place, you can start with a blank Database Model and add your own tables and relationships.

Select File > New.
In the Search box, enter database model and press Enter.
In the search results, double-click Database Model Diagram.
Select either Metric Units or US Units, and then select Create.

The Reverse Engineer Wizard usually opens automatically.
Select Cancel to close the wizard.
On the Database tab, in the Manage group, select Display Options.
In the Database Document Options dialog box, select the symbol set that you want to use, and other table and relationship options, and then select OK. Click the Help button in the dialog box to get more information about the various options.

If you have a database that you want to model so that you can understand it better or use it as a starting place for a new model, use the Reverse Engineer Wizard to extract the schema, or structure, of the database and build a new model.

Before you start the wizard:

If you're going to reverse-engineer an Excel workbook, first open the workbook and name the group (or range) of cells that contains the column headings. If you want to use more than one worksheet, just name the group of column cells in each worksheet. These ranges are treated like tables in the Reverse Engineer Wizard. For more information about how to name a range of cells, see Define and use names in formulas.
For best results, set your default driver to the target database that you want to reverse engineer before you run the Reverse Engineer Wizard. This step ensures that the wizard maps the native data types correctly and that all the code that is extracted by the wizard is correctly displayed in the Code window.

Start the wizard:

Select File > New.
In the Search box, enter database model and press Enter.
In the search results, double-click Database Model Diagram. Select Create.

The Reverse Engineer Wizard should open automatically.

If the wizard doesn't open: On the Database tab of the toolbar ribbon, in the Model group, select Reverse Engineer.
On the first screen of the Reverse Engineer Wizard, do the following:
1. Select the database driver for your database management system (DBMS). If you have not already associated the Visio database driver with a particular ODBC data source, click Setup.
  
  Note:If you are reverse engineering an Excel worksheet, choose the ODBC Generic Driver.
2. Select the data source of the database that you are updating. If you have not already created a data source for the existing database, click New to do so now.
  
  When you create a new source, its name is added to the Data Sources list.
3. When you are satisfied with your settings, click Next.
Follow the instructions in any driver-specific dialog boxes.

For example, in the Connect Data Source dialog box, type the user name and password, and then click OK.

Note:If you use the ODBC Generic Driver, you may receive an error message that indicates that the reverse engineered information may be incomplete. In most cases, this is not a problem — just click OK and continue with the wizard.
Select the check boxes for the type of information that you want to extract, and then click Next.

Note:Some items may be unavailable (appear grayed out) because not all database management systems support all the kinds of elements that the wizard can extract.
Select the check boxes for the tables (and views, if any) that you want to extract, or click Select All to extract them all, and then click Next.

Note:If you are reverse engineering an Excel worksheet and don't see anything in this list, it's likely that you need to name the range of cells that contains the column headings in your worksheet. See Define and use names in formulas for more information.
If you selected the Stored Procedures check box, select the procedures that you want to extract, or click Select All to extract them all, and then click Next.
Select whether you want the reverse engineered items to be added automatically to the current page.

Note:You can choose to have the wizard automatically create the drawing, in addition to listing the reverse engineered items in the Tables and Views window. If you decide not to have the drawing created automatically, you can drag the items from the Tables and Views window onto your drawing page to manually assemble the database model.
Review your selections to verify that you are extracting the information that you want, and then click Finish.

The wizard extracts the selected information and displays notes about the extraction process in the Output window.

If you have an existing VisioModeler or PLATINUM ERwin model, you may be able to import it to create a Visio database model diagram. This ability is limited to only VisioModeler 2.0 or later dictionary model (.imd) files and PLATINUM ERwin 2.6, 3.0, and 3.52 .erx files.

Select File > New.
In the Search box, enter database model and press Enter.
In the search results, double-click Database Model Diagram. Select Create.

The Reverse Engineer Wizard opens automatically. Select Cancel to close the wizard.
On the Database tab, in the Model group, select Import, and then select the model type.
Type the path and file name for the model that you want to import, or select the Browse button to locate the model file, and then select Open.
In the Import dialog box, select OK.

Visio imports the file and displays its progress in the Output window. The imported tables are displayed in the Tables and Views window.
In the Tables and Views window, select the tables that you want to model, and then drag them onto the drawing page.

This article describes how you can create a database model and what you can do with the model after you create it. For a quick start, select File > New > Software and Database, and then select Database Model Diagram.

Note:The Database Model diagram is only available in certain versions of Visio. See Can't find the database modeling features? for more information.

1: Start a database-model diagram

If you don't have an existing database that you want to use as a starting place, you can start with a blank Database Model and add your own tables and relationships.

Select File > New.
Under Template Categories, select Software and Database, and then select Database Model Diagram.
On the right side, select either Metric Units or US Units, and then select Create.
On the Database tab of the ribbon, in the Manage group, select Display Options.
In the Database Document Options dialog box, select the symbol set that you want to use and other table and relationship options, and then click OK.

If you have a database that you want to model so that you can understand it better or use it as a starting place for a new model, you can use the Reverse Engineer Wizard to extract the schema, or structure, of the database and build a new model.

Before you start the wizard:

If you're going to reverse-engineer an Excel workbook, first open the workbook and name the group (or range) of cells that contains the column headings. If you want to use more than one worksheet, just name the group of column cells in each worksheet. These ranges are treated like tables in the wizard. For more information about how to name a range of cells, see Define and use names in formulas.
For best results, set your default driver to the target database that you want to reverse engineer before you run the Reverse Engineer Wizard. This step ensures that the wizard maps the native data types correctly and that all the code that is extracted by the wizard is correctly displayed in the Code window.

Start the wizard:

Select File > New.
Under Template Categories, select Software and Database, and then select Database Model Diagram.
On the right side, select either Metric Units or US Units, and then select Create.
On the Database tab of the ribbon, in the Model group, select Reverse Engineer.
On the first screen of the Reverse Engineer Wizard, do the following:
1. Select the Microsoft Office Visio database driver for your database management system (DBMS). If you have not already associated the Visio database driver with a particular ODBC data source, click Setup.
  
  Note:If you are reverse engineering an Excel worksheet, choose the ODBC Generic Driver.
2. Select the data source of the database that you are updating. If you have not already created a data source for the existing database, click New to do so now.
  
  When you create a new source, its name is added to the Data Sources list.
3. When you are satisfied with your settings, click Next.
Follow the instructions in any driver-specific dialog boxes.

For example, in the Connect Data Source dialog box, type a user name and password, and then click OK. If your data source is not password protected, just click OK.

Note:If you use the ODBC Generic Driver, you may receive an error message that indicates that the reverse engineered information may be incomplete. In most cases, this is not a problem—just click OK and continue with the wizard.
Select the check boxes for the type of information that you want to extract, and then click Next.

Note:Some items may be unavailable (appear grayed out) because not all database management systems support all the kinds of elements that the wizard can extract.
Select the check boxes for the tables (and views, if any) that you want to extract, or click Select All to extract them all, and then click Next.

Note:If you are reverse engineering an Excel worksheet and don't see anything in this list, it is likely that you need to name the range of cells that contains the column headings in your worksheet. See Define and use names in formulas for more information.
If you selected the Stored Procedures check box in step 5, select the procedures that you want to extract, or click Select All to extract them all, and then click Next.
Select whether you want the reverse engineered items to be added automatically to the current page.

Note:You can choose to have the wizard automatically create the drawing, in addition to listing the reverse engineered items in the Tables and Views window. If you decide not to have the drawing created automatically, you can drag the items from the Tables and Views window onto your drawing page to manually assemble the database model.
Review your selections to verify that you are extracting the information that you want, and then click Finish.

The wizard extracts the selected information and displays notes about the extraction process in the Output window.

Select File > New.
Under Template Categories, select Software and Database, and then select Database Model Diagram.
On the right side, select either Metric Units or US Units, and then select Create.
On the Database tab of the ribbon, in the Model group, select Import, and then select the file type you want to import from.
Type the path and file name for the model that you want to import, or click the Browse button to locate the model file, and then click Open.
In the Import dialog box, click OK.

Visio imports the file and displays its progress in the Output window. The imported tables are displayed in the Tables and Views window.
In the Tables and Views window, select the tables that you want to model, and then drag them onto the drawing page.

Note:The Database Model diagram is only available in certain versions of Visio. See Can't find the database modeling features? for more information.

1: Start a database-model diagram

If you don't have an existing database that you want to use as a starting place, you can start with a blank Database Model and add your own tables and relationships.

Select File > New > Software and Database, and then select one of the two Database Model Diagram options.
On the Database menu, point to Options, and then select Document.
In the Database Document Options dialog box, select the symbol set that you want to use and other table and relationship options, and then click OK.

Before you start the wizard:

If you're going to reverse-engineer an Excel workbook, first open the workbook and name the group (or range) of cells that contains the column headings. If you want to use more than one worksheet, just name the group of column cells in each worksheet. These ranges are treated like tables in the wizard. For more information about how to name a range of cells, see Define and use names in formulas.
For best results, set your default driver to the target database that you want to reverse engineer before you run the Reverse Engineer Wizard. This step ensures that the wizard maps the native data types correctly and that all the code that is extracted by the wizard is correctly displayed in the Code window.

Start the wizard:

On the File menu, point to New, point to Software and Database, and then select one of the two Database Model Diagram options.
On the Database menu, click Reverse Engineer to open the wizard.
On the first screen of the Reverse Engineer Wizard, do the following:
1. Select the Visio database driver for your database management system (DBMS). If you have not already associated the Visio database driver with a particular ODBC data source, click Setup.
  
  Note:If you are reverse engineering an Excel worksheet, choose the ODBC Generic Driver.
2. Select the data source of the database that you are updating. If you have not already created a data source for the existing database, click New to do so now.
  
  When you create a new source, its name is added to the Data Sources list.
3. When you are satisfied with your settings, click Next.
Follow the instructions in any driver-specific dialog boxes.

For example, in the Connect Data Source dialog box, type a user name and password, and then click OK. If your data source is not password protected, just click OK.

Note:If you use the ODBC Generic Driver, you may receive an error message that indicates that the reverse engineered information may be incomplete. In most cases, this is not a problem—just click OK and continue with the wizard.
Select the check boxes for the type of information that you want to extract, and then click Next.

Note:Some items may be unavailable (appear grayed out) because not all database management systems support all the kinds of elements that the wizard can extract.
Select the check boxes for the tables (and views, if any) that you want to extract, or click Select All to extract them all, and then click Next.

Note:If you are reverse engineering an Excel worksheet and don't see anything in this list, it is likely that you need to name the range of cells that contains the column headings in your worksheet. See Define and use names in formulas for more information.
If you selected the Stored Procedures check box in step 5, select the procedures that you want to extract, or click Select All to extract them all, and then click Next.
Select whether you want the reverse engineered items to be added automatically to the current page.

Note:You can choose to have the wizard automatically create the drawing, in addition to listing the reverse engineered items in the Tables and Views window. If you decide not to have the drawing created automatically, you can drag the items from the Tables and Views window onto your drawing page to manually assemble the database model.
Review your selections to verify that you are extracting the information that you want, and then click Finish.

The wizard extracts the selected information and displays notes about the extraction process in the Output window.

On the File menu, point to New, point to Software and Database, and then click Database Model Diagram.
On the Database menu, point to Import, and then click Import <model type>.
Type the path and file name for the model that you want to import, or click the Browse button to locate the model file, and then click Open.
In the Import dialog box, select OK.

Visio imports the file and displays its progress in the Output window. The imported tables are displayed in the Tables and Views window.
In the Tables and Views window, select the tables that you want to model, and then drag them onto the drawing page.

2: Refine the structure of the diagram

After you create a database model diagram, the work of refining the diagram begins. You can add and customize the three main components of a model:

Entities (or tables),
Columns (which describe facts about a table), and
Relationships (the associations between tables). Relationships can be one-to-one, one-to-many, or many-to-many.

Select a heading below to open instructions about adding the feature to your model.

There are two stencils that come with the Database Model Diagram template. As you begin to refine the structure of your diagram, work from the stencil that's right for you:

Use the Entity Relationship stencil to model databases that are based on the SQL92 and earlier standards.
Use the Object Relational stencil, which has additional shapes for working with types, to model databases that are based on SQL99 and later standards.

Use the Entity shape to create a table in your diagram:

From either the Entity Relationship or Object Relational stencil, drag an Entity shape onto the drawing.
Double-click the shape to open the Database Properties window.
Under Categories, click Definition and type a name for the table.
Under Categories, click Columns, type a name, and choose a data type.
Select the Req'd check box for columns that can't have null values.
Select the PK (primary key) check box for columns that uniquely identify each row in the database table.
Under Categories, click Indexes, Triggers, Check, or Extended to create these optional elements.

Use the Database Properties window to add or change properties for columns, including data types and primary keys:

Double-click the table in your diagram.
In the Database Properties window, under Categories, click Columns.
Click in the first empty Physical Name cell, and type a name.
To change the data type for a column, click the column's Data Type field, and then select a data type from the list or type it into the list. For example, you can type decimal(8,2) or char(30).
To prevent null values, select the Req'd check box.
To specify that the column is a primary key, select the PK check box.
To see more column properties in addition to those that appear when you click the Columns category, select the column and then click Edit.

Relationships use primary and foreign keys to allow databases to match a row in one table with a row in a related table. You can show those relationships in your diagram. In addition, you can set their cardinality (for example, one-to-many) and use either Crow's feet, Relational, or IDEF1X notation to show the cardinality. You can't show many-to-many relationships with any of these notations in the Database Model Diagram template.

Create a relationship between tables:

Make sure that both tables are visible in the diagram. If you reverse engineered the model from an existing database, you may need to drag one or both from the Tables and Views window onto the drawing page.
Double-click the table that you want for the primary key side of the relationship.
In the Database Properties window, under Categories, click Columns.
In the grid, click the column that you want to use to uniquely identify each row in the table, and select the PK check box to set it as the primary key.
From the Object Relational or Entity Relationship stencil, drag a Relationship shape and drop it onto a blank space on the page.
Connect the higher end to the table with the parent table.
Connect the other end to the child table.

If the second table doesn't already contain a column with the same name as the primary key, the modeler adds it to the second table as a foreign key.

Note:If relationship lines disappear, on the Database tab, in the Manage group, click Display Options. On the Relationships tab, under Show, select the Relationships check box.

Set the relationship's cardinality:

Double-click the relationship.
In the Database Properties window, under Categories, click Miscellaneous.
Under Cardinality, choose the cardinality that best fits the relationship. For one-to-many relationships, the best choice is either Zero or more or One or more. For one-to-one relationships, the best choice is either Zero or one or Exactly one.

3: Add features for searching and updating data

To make other refinements to your diagram (such as creating indexes, check clauses, and triggers), select a heading below to open instructions about adding doing any of the following:

Indexes improve the performance, or speed, of your database when you run a query.

Open the database model diagram.
Double-click the table to which you want to add an index, and in the Database Properties window, in the Categories list, click Indexes.
Click New.
In the Create Index dialog box, type a name for the index, and then click OK.
In the Index Type list, select an option to create a unique or non-unique index.
In the Available Columns list, select the name of each column that you want to include in this index, and then click Add >.
In the Indexed Columns list, select the Asc check box to create an index that has an ascending sort order, or clear the check box to create an index that has a descending sort order.

The database model diagram is updated.

You can think of a view as a saved query. Views are particularly handy if you need to repeatedly access the same information from multiple tables, or if you want to expose the data to users without letting them change the actual tables.

From the Entity Relationship or Object Relational stencil, drag a View shape onto the drawing page.

Depending on your database management system (DBMS), you may be able to set extended properties for tables or views to determine where they are stored.

Double-click the table or view whose extended properties you want to set, and in the Database Properties window, in the Categories list, click Extended.

Use check clauses to ensure that the data that is entered into a column is within a particular range of values. For example, you can create a check clause that requires the data in a column called "Age" to be over 65.

Double-click the table to open the Database Properties window.
Under Categories, click Columns and then click the column that you want to add a check clause to.
Click Edit.
On the Check tab of the Column Properties dialog box, enter the constraints that you want. For more information about your choices, see Column and Field Properties dialog box (Check tab).

The check clause is added to the Code window under Local code.

Use stored procedures and user-defined functions to create packets of code that you can reuse to perform the same actions repeatedly. The major difference between the two is that a user-defined function returns a value, whereas the stored procedure executes code without returning a value.

On the Database tab, in the Show/Hide group, select the Code check box to open the Code window.
Click Global Code and then click New.
On the Properties tab of the Code Editor, click the kind of code that you want to create, and type a name for the code.
On the Body tab, type the code and then click OK.

Triggers cause SQL code that you specify in the trigger to run when a particular event occurs in the database.

Double-click the table to open the Database Properties window.
Under Categories, click Triggers, and then click Add.
On the Properties tab, type a name for the trigger.
On the Body tab, type the code and then click OK.

The trigger is added to the Code window under Local code.

Can't find the database modeling features?

Some editions of Visio lack some or all the database modeling features:

Visio Standard does not include the Database Model Diagram template.
Visio Professional and Premium editions support the reverse engineering features for the Database Model Diagram template (that is, using an existing database to create a model in Visio) but they don't support forward engineering (that is, using a Visio database model to generate SQL code).
The full suite of database modeling features, including both reverse engineering and forward engineering, is in Visio for Enterprise Architects. Visio for Enterprise Architects is included in MSDN Premium Subscription, which is available with Visual Studio Professional and Visual Studio Team System role-based editions.

To find out which edition of Visio you have, click About Microsoft Office Visio on the Help menu. The name of the edition is in the top line of text in the dialog box.

If you are using Visio Plan 2 and want to learn about how to engineer an existing database into a database model, see Reverse engineer an existing database.

Visio 2010 Er Diagram Template

1: Start a database-model diagram

1: Start a database-model diagram

1: Start a database-model diagram

2: Refine the structure of the diagram

3: Add features for searching and updating data

Can't find the database modeling features?

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