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Microsoft Visio Tutorial: What is MS Visio? How to Use [Example] – Question Info
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Microsoft Office Visio Professional – Free download and software reviews – CNET Download.Visio Quick Start Guide
Visio comes with dozens of templates to start you quickly on almost any type of drawing, from organization charts to network diagrams to floor plans to wiring. Learn the basics of creating diagrams, and get a quick tutorial on how to create diagrams using shapes and stencils in this introduction to Visio.
Beginner tutorial for Visio
To automatically connect two shapes when ссылка drag the second shape onto the page, ссылка на страницу the following:. Microsoft Outlook Click the background that you want. Step 6 Review your diagram. Note: Haven’t installed Visio yet? Following are important file types available with Visio software:.
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In the Line section, select the options you need to customize the shape outline. You can change the color of the shape outline, increase the width to add more weight, change the rounding, and a whole lot more. You can also create gradients for the line to suit the diagram. Like shape outlines, connectors can also be formatted as needed. To format a connector, select the connector in the diagram and bring up the Format Shape pane by going to the Line dropdown menu and clicking Line Options In the Line section of the Format Shapes pane, select the Dash type of your choice to change the connector pattern.
You can also change the color of the connector and adjust the transparency levels as needed. Visio comes with visual aids to help align and structure the elements in the diagram so that it appears great both on-screen and in print. The main visual aids available include rulers, grids, and guides. Rulers help in providing perspective to the elements in the diagram. They help orient the shapes to attain a consistent and clean look.
Rulers can be switched off or on with a simple checkbox in the Show section of the View tab. When you move a shape, you will notice that there are 3 dotted lines shown in the following example in red rectangles on both the vertical and horizontal rulers. These 3 dotted lines denote the left, middle, and right parts of the diagram. When you drag the shape vertically or horizontally, these 3 dotted lines help position the shape exactly at the place you need.
Just like rulers, guides help in orienting different shapes of the diagram properly. You can create any number of guides from both the vertical and horizontal rulers. To create a guide, simply drag a line from either the vertical or horizontal rulers. Guides are represented by lines, which appear thick when selected. You can delete a guide by simply selecting the guide and pressing the Delete key on the keyboard.
Uncheck the Guides checkbox in the View tab to remove all the guides from view. Dragging a shape onto a guide will enable you to snap the shape to the guide. When a shape is snapped to a guide, it moves along with the guide. Grids not only help to align shapes within the drawing but can also be an important measurement tool. Grids comprise of square boxes of defined area, which can be adjusted. Therefore, grids help you have an estimate of the likely area occupied by the shape, which allows you to size the shapes as needed.
You can also customize the size of each grid by adjusting the spacing between the grids. To do so, click the small downward facing arrow to the bottom-right of the Show section in the View tab. Apart from commonly used visual aids such as the ruler, guides, and grids, Visio also comes with few other visual aids to help you better organize your diagram. One of the advantages of using SmartShapes is the ability to quickly and easily connect a shape to the top four favorite shapes.
AutoConnect helps to quickly select a shape from the top four and instantly establish a connection to the new shape.
Sometimes, you might not need this feature. In such cases, you can disable the AutoConnect feature by simply unchecking the AutoConnect checkbox from the Visual Aids section of the View tab. When the AutoConnect checkbox is unchecked, the SmartShapes and connecting arrows do not appear when a shape is selected. Dynamic grid provides a relative alignment cue when you insert a new shape. When the Dynamic Grid option is turned on, you will see guides and indicators relative to the shape.
Dynamic Grid can be used in conjunction with the actual Grid. The actual Grid is more of an absolute measurement and should be considered when precise measurements are of importance in deciding the placement of the shapes.
The Dynamic Grid is more of a relative measurement. In the above example, we see that turning on the Dynamic Grid allows us to see the relative distance of the new shape with respect to pre-existing shapes. Connection Points help in connecting shapes to specific points along the surface of a shape. For example, a shape can have four Connection Points along its perimeter to which connectors can attach to.
Turning on Connection Points help to connect shapes precisely at defined connection points. Connection Points can be identified by green squares that appear on all sides of the shape.
If you want to connect to the shape directly rather than to a connection point on the shape, uncheck the Connection Points checkbox in the View tab of the ribbon. Task Panes provide additional functionality to the user interface. You can use task panes to customize or add parameters to an object.
The Shapes pane which is there by default, is an example of a Task Pane. Task Panes can be floating or docked and can be resized as needed. Apart from the Shapes task pane, there are quite a few other panes, which can be accessed from the Task Panes dropdown menu in the View tab of the Ribbon.
The Shape Data pane allows entry of additional shape metadata. This metadata is contextual and depends on the shape being selected. This is especially useful while working with complex diagrams. This allows to set precise measurements of a shape. You can also change the angle of orientation of the shape and the pin position from which the measurements are to be considered. The Navigation pane is available only in the Office version of Visio.
It basically lists all the elements of the diagram and makes it easy to navigate to each of them. This is especially useful if the diagram has varied shapes and you want to navigate to a specific shape type. Selecting the name of the shape in the Navigation pane selects it in the canvas.
It is easy to work with multiple windows or multiple versions of a document in Visio. You can switch between windows easily or arrange them side by side for a comparative look. The options for window rearrangement can be found in the Window section of the View tab. New Window basically allows to create a new copy of the existing window. The new copy will not show the stencils directly, however, they can be selected by clicking the More Shapes arrow in the Shapes pane.
The new window can be identified by the presence of a number in the title bar of the window. In the following example, the original file name was BlkDiagm. Using the New Window command creates a new window with BlkDiagm: 2 in the title bar. This function allows you to arrange all windows side by side.
This feature is useful for comparing two windows, however, if you have a high-resolution display, you might be able to accommodate more windows beside each other. The Shapes pane and other panes can be minimized to allow more screen real estate. This function allows cascading of windows to give an overall view of the open windows. The active window is in the foreground, while inactive windows are in the background with title bars visible. Cascade view is useful to know which documents are open at a glance.
The right side of the Print menu shows a preview of the output. You can change the orientation of the page, page size, and select only the pages that you need to print. Depending on your printer, you can also print in color or in greyscale. Remember that printing in black and white might not produce a good output.
Visio includes several ways to create a PDF of the drawing, which is extremely useful for sharing with others. You can save the drawing as a Visio drawing. This opens the Save As dialog box.
You might want to use this if you need to have fine grain control over the PDF document such as PDF version or compatibility properties. You can also directly email the diagram to a recipient. This creates a new email in your default email client with the PDF file readily attached.
Just enter the email address of the recipient to send the attachment. Exporting image formats is useful while sharing the drawing easily with others or to put it up on a web page. To export a drawing, go to the File menu, click Save As and in the Save As type field, choose from the list of supported formats.
You can choose from any of the abovementioned graphics formats. Once you choose a graphics format to export to, you will get some options to choose from depending on the capabilities of the graphic format. The options in the Operation and Color format fields are format specific.
You can leave them mostly as default. Set the Background color as white if you have a background for the drawing. Set the Quality as needed. You can also rotate the drawing or flip it horizontally or vertically. The resolution and size of the output diagram can be matched with the screen, printer, or source.
You can also input a custom resolution or size. Click OK. You can also export drawings to web pages which can be hosted on a web site. Visio allows customizing what goes into the web page. You can select which of the components of the diagram that you want to publish and the number of pages to publish.
You can also provide a page title. The HTML file is created in the chosen location along with a folder containing the supporting files. Both the HTML file and the folder are linked together. Adding SmartShapes automatically creates layers. Layers are basically overlays, which can be individually customized and turned on or off.
Each shape and connector in the diagram forms a layer whose properties can be customized. To know the list of layers in the diagram, in the Editing section of the Home tab, click the Layers dropdown menu and click Layer Properties This opens the Layer Properties dialog box, which you can use to customize the different layers in the diagram. The Layer Properties dialog box lists the different layers in the document and allows changing the individual properties of the layers.
Layers are automatically assigned to shapes. However, Visio allows to assign layers to shapes as needed. You can also create your own layers. Let us start by creating a new layer and then assign some shapes to the new layer. Go to the Layer Properties… dialog box in the Layers dropdown menu from the Editing section of the Home tab and click New… Type a name for the new layer.
The new layer will be created in the Layer Properties dialog box and will initially have zero shapes, as they are yet to be assigned. Shapes can be assigned to any layer. To assign a shape to a layer, click the shape or connector in the diagram and then, click Assign to Layer in the Layers dropdown menu from the Editing section of the Home tab. It opens the Layer dialog box from which a shape can be assigned to either an existing or a newly created layer. Note that the New Layer that was created earlier is now in the list.
A shape can be assigned to more than one layer as well. To assign a shape to all the layers in the document, click All and then click OK. The Layer Properties dialog box allows to change the properties of individual layers. The Name field lists the type of layer, while the field lists the number of shapes in that type. In the following example, we see that there are nine equipment shapes in this diagram.
There is a row of checkboxes for each layer type that can be selected or deselected. Unchecking the Visible checkbox makes the shape invisible in the drawing. If the Print checkbox is checked, the shape will be printed along with the others.
Unchecking the Print checkbox will not print the shapes in the layer. Similarly, layers can be made active or locked. Shapes in an active layer can be manipulated without affecting the other shapes or layers. When you lock a shape, Visio prevents any changes from happening to the shape. You cannot drag the shape or change its contents. Snap and Glue will be checked, if the shapes are allowed to snap to a grid. You can also represent a layer by a color for easy recognition.
When you represent a layer by its color, the shapes belonging to that layer will also be colored in the diagram. This is useful if you want to differentiate a set of shapes from another. Themes and Styles are useful to give the diagram a design makeover and make it stand out.
Visio provides a standard set of themes and styles, which are customizable. Themes apply to the entire diagram. Themes comprise of a set of colors and effects that generally blend well with each other. They are a great way to quickly give the diagram a polished look. Themes also affect other parts of the document such as titles, headings, text, etc.
To apply a theme, go to the Design tab and select a theme from the Themes section. The dropdown arrow provides more choices categorized by theme type. When you click a theme, all the aspects of the diagram and other parts of the document reflect the theme settings. A theme can have many variants, which can be selected from the Variants section of the Design tab.
Styles are different from themes such that, they are applicable to a selected shape or a group of shapes. Styles help in customizing the aspects of a particular style. To change a style of a shape, select the shape and from the Home tab, then select a style from the Shape Styles section.
Style can be applied to both shape elements in the diagram as well as to individual text boxes. You can select multiple shapes to apply the style to all of them together.
When you change a theme after applying a style to a shape, the shape will take up the characteristics of the theme but will still remain distinct from other shapes. Of course, you can continue to customize the style even after applying a theme. Themes are useful to customize the appearance of the document. Visio goes a step further and allows to customize the themes themselves.
Themes come with variants that can be further customized as needed. Theme variants can be accessed from the Variants section in the Design tab. You can use the stock variants or click the dropdown menu to customize many other aspects. Sometimes, it becomes necessary to prevent themes from affecting one shape or a group of shapes, especially if they have important information that has to be presented in a particular way. To enable protection for a shape, click a shape or a group of shapes.
This opens the Protection dialog box that allows to select which components of the shape to protect from being overridden. We will focus on protecting the theming of the shape for now. So, select the checkboxes for Text, Format, From theme colors, From theme effects, From theme fonts and finally, From theme index.
If you now select any theme from the Design tab, you will notice that the shape that is protected is unaffected by the theme change. To reverse the changes, simply go to the Protection dialog box again, click None and finally click OK. Visio comes with a good selection of themes and variants to suit almost any need.
However, sometimes you might have the need to create a specific color scheme that reflects your organization. To do this, select a theme from the Design tab and choose a variant from the Variants section that closely matches to what you intend to create. In the New Theme Colors dialog box, give a name for the theme in the Name field. There are 5 accent colors to customize. Depending on the colors that you want to customize, choose a color for each accent.
Click Apply to see a preview of the effect. Once you are satisfied with the color scheme, click OK to save the color scheme. The new color scheme can be found in the Custom section of the Colors menu. You can always edit this color scheme by right-clicking the custom scheme and clicking Edit. Organization charts or org charts are a great way to depict hierarchy in an organization. Visio provides ready-made templates to help you get started in creating org charts.
In the following series of chapters, we will learn different aspects of creating and working with org charts.
The easiest way to get started is to use an inbuilt org chart template and build upon it. In Visio , the org chart template can be found by going to the New menu. Click the Home button, click New and select the Templates tab. In the Templates tab, go to the Business category and click Organization Chart. It will open a dialog box in which you can choose the chart to be created in either Metric or US units. Select the units you are comfortable with and click Create to load the org chart shapes in a new diagram.
Once the chart is created, you will notice that the Ribbon has a new Org Chart tab that lists the shape styles you can use. The Shapes pane has all the shapes necessary to use in a org chart. The shapes change based on the shape style selected in the Org Chart tab in the Ribbon. In this example, the currently selected shape style is Belt.
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When the diagram template opens, most of the space is taken up with a blank diagramming page. Along the side is the Shapes window, which contains several stencils full of shapes. The stencils are identified by title bars at the top of the Shapes window; you might need to scroll the title bar pane to see them all.
When you click a stencil title bar, the shapes appear in the pane below. Click the File tab, and then click Open. In the left pane of the Open dialog box, click the drive or folder that contains the drawing. In the right pane of the Open dialog box, open the folder that contains the drawing that you want. You can save your diagram as a standard Visio file that you can share with other people who have Visio.
In addition, there are many different formats that you can save your diagram in directly from the Save As dialog box. Click Save As , and then select a format in the Save as type list. Web page in HTM format. Image files and other resource files are saved in a subfolder of the location where you save the HTM file. From the Shapes window, click and hold the shape that you want. For more information about how to add shapes, see Use the Shapes window to organize and find shapes and Find more shapes and stencils.
To add a shape to the drawing page so that it is automatically connected when it is added to the page, do the following:. Hold your pointer over the shape that is already on the page. Notice that small blue arrows appear on the four sides of the shape.
These are AutoConnect arrows that you can use to connect shapes. A mini toolbar that contains four shapes appears, and a preview shape might also appear on the page. As you move the pointer over the shapes in the mini toolbar, previews of the shapes appear.
The shapes on the toolbar are the top four shapes from the Quick Shapes area. To automatically connect two shapes when you drag the second shape onto the page, do the following:.
Drag a second shape onto the drawing page and hold it so it covers the first shape, but do not drop it yet. Notice that the AutoConnect arrows appear. Move the second shape down over the AutoConnect arrow that points in the direction that you want, and drop it on the arrow.
The Analyze shape is spaced a standard distance from the Service Request shape, and is connected automatically. When the AutoConnect arrows appear, move the pointer over an arrow that is pointing toward the other shape that you want to connect to. Click and hold the AutoConnect arrow, and then drag a connector from it to the center of the other shape.
When the arrow is over the center of the other shape, a red border appears around the shape. Drop the connector to attach it, or “glue” it, to the shape. For more information about how to connect shapes, see Add connectors between shapes in Visio.
Select the shape again. A small yellow control handle appears in the text area. Drag the yellow control handle to move the text. On the Home tab, in the Tools group, click the Text tool.
The text box now has the characteristics of other shapes. You can select it and type to change the text, you can drag it to another part of the page, and you can format the text by using the Font and Paragraph groups on the Home tab.
In addition, when you hold the pointer over the text, AutoConnect arrows appear so you can connect the text to other shapes. For more information about how to add text blocks, see Add, edit, move, or rotate text and text blocks. In the Shape Data window, in the property row that you want, enter the data that you want.
In the Define Shape Data dialog box, click New. In the Label box, delete the default text and type a name for the property. In the Type list, select the type of data that you want to be entered into that property. Right-click the shape again, point to Data , and this time click Shape Data. The Shape Data window opens and displays all the data that has been defined for the shape. If all of the shapes have specific information, you can leave the Shape Data window open and click the shapes you are interested in to see the data that they contain.
Adding shape data manually can add a lot of value to your diagram, but if your data is in a database or an Excel workbook, you can pull that data into your diagram automatically and connect the rows of data with specific shapes. Browse and download our free Office Quick Start Guides.
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