Microsoft Visio 2010 - MS Visio Training Course | Visio Training

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Microsoft Visio 2010 essentials 

Microsoft Visio 2010 

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Microsoft Visio 2010 essentials 

About this Manual ..................................................................................................... 7 
Icons used in this manual ........................................................................................... 7 
Introduction ............................................................................................................... 8 
First Look at Visio 2010 .............................................................................................. 8 
Getting Started ........................................................................................................... 9 
Selecting your template ............................................................................................. 9 
Open a sample File ................................................................................................... 10 
Zooming ................................................................................................................... 12 
Pan and Zoom .......................................................................................................... 12 
Closing a Diagram .................................................................................................... 12 
Visio Screen Layout .................................................................................................. 16 
Visio Ribbons ............................................................................................................ 16 
The Home Tab ...................................................................................................... 16 
The Insert Tab ...................................................................................................... 17 
Contextual Tabs ................................................................................................... 17 
Design Tab ............................................................................................................ 17 
Data Tab ............................................................................................................... 17 
Process Tab .......................................................................................................... 17 
Review Tab ........................................................................................................... 18 
View Tab ............................................................................................................... 18 
Developer Tab ...................................................................................................... 18 
Turn on Developer Tab ........................................................................................ 18 
The Shape Pane ........................................................................................................ 20 
The Drawing Page .................................................................................................... 21 
The Task Pane .......................................................................................................... 21 
Help for Visio ............................................................................................................ 21 
Extended Topics List ................................................................................................. 22 
Printing Help Topics ............................................................................................. 23 
Visio Online Help .................................................................................................. 23 
Working with Drawings ............................................................................................ 24 
Using Templates ................................................................................................... 24 
Using Shapes ............................................................................................................ 26 
About Stencils ...................................................................................................... 26 
Visio File Extensions ................................................................................................. 26 
Working with Shapes from a Basic Flow chart Template ........................................ 26 
Adding a Shape to the drawing Area ................................................................... 26 
Adding More Shapes ............................................................................................ 26 
Auto Connect ........................................................................................................... 27 
Adding Text to the shape ......................................................................................... 28 
Manually connect shapes ........................................................................................ 28 
Connector types ....................................................................................................... 30 
Static Connections (Also called point connection) .............................................. 30 
Dynamic Connections (Also called shape to shape) ............................................ 31 
Add text to connectors ............................................................................................ 32 
Delete a connector ................................................................................................... 33 
Saving your work ...................................................................................................... 33 
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Close your drawing .................................................................................................. 34 
Open a previous drawing ......................................................................................... 34 
Manipulating shapes ................................................................................................ 35 
Moving shapes ..................................................................................................... 35 
Resizing a Shape with the Mouse ........................................................................ 35 
Resizing a Shape with the Size & Position Window ............................................. 35 
Rotate shapes ...................................................................................................... 36 
Changing the Centre of Rotation ......................................................................... 36 
Deleting shapes .................................................................................................... 37 
Duplicating a Shape ............................................................................................. 37 
Adding Borders, Titles and Backgrounds ................................................................. 37 
Borders and Title Stencil .......................................................................................... 40 
Edit the Title ............................................................................................................. 40 
Managing Stencils .................................................................................................... 41 
My Stencil (formerly Favourites) ......................................................................... 41 
Create a new stencil ............................................................................................. 41 
Naming a stencil and saving a stencil .................................................................. 42 
Close Stencil ......................................................................................................... 43 
Re‐open stencil .................................................................................................... 44 
Float Stencil .......................................................................................................... 44 
Re Dock Stencil ..................................................................................................... 45 
Add shapes to a stencil ........................................................................................ 45 
Accessing more stencil sets ..................................................................................... 45 
Add clipart and pictures to stencil ....................................................................... 46 
Name Your Objects in the stencil ........................................................................ 46 
This dialogue box below opens ............................................................................ 47 
Change or edit icon .............................................................................................. 47 
Make changes and close icon editor to update ................................................... 47 
Add text to stencil ................................................................................................ 48 
Menu Layouts ...................................................................................................... 48 
Searching for a Shape on a Stencil ........................................................................... 50 
Rename a stencil .................................................................................................. 51 
Working with Shapes ............................................................................................... 53 
Creating a shape ...................................................................................................... 53 
Selecting shapes ....................................................................................................... 53 
To Select a Single Shape ....................................................................................... 53 
To Deselect A Shape ............................................................................................. 53 
To Select Multiple Shapes Using the Keyboard ................................................... 53 
To Select Shapes Using the Area Select Tool ....................................................... 54 
To Select Shapes Using the Lasso Select Tool ...................................................... 55 
To Select All Shapes on a Page ............................................................................. 55 
Moving Shapes ......................................................................................................... 55 
Deleting Shapes ....................................................................................................... 56 
Resizing Shapes ........................................................................................................ 56 
Resizing a Shape with the Mouse ........................................................................ 56 
Resizing a Shape with the Size & Position Window ............................................. 56 
Revising Existing Shapes ...................................................................................... 58 
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Rotating Shapes ....................................................................................................... 59 
Changing the Centre of Rotation ......................................................................... 60 
Flipping Shapes ........................................................................................................ 60 
Duplicating/Copying Shapes .................................................................................... 60 
Duplicating a Shape ............................................................................................. 60 
Copying a Shape between Pages ......................................................................... 61 
Moving a Shape between Pages .......................................................................... 61 
Changing the attributes of a Shape ......................................................................... 61 
To Change Line (Border) Attributes ..................................................................... 61 
OR ......................................................................................................................... 61 
To Change Fill Attributes ...................................................................................... 63 
OR ......................................................................................................................... 64 
Stacking Shapes ........................................................................................................ 66 
Bringing Shapes to the Front/Back of a Stack ...................................................... 66 
Aligning shapes ........................................................................................................ 67 
Distributing Shapes .................................................................................................. 67 
Grouping Shapes ...................................................................................................... 69 
To Group Selected Shapes ................................................................................... 70 
To Ungroup Shapes .............................................................................................. 70 
Selecting a Shape within a Group ........................................................................ 71 
Adjusting Shape Layout............................................................................................ 71 
Managing Pages ....................................................................................................... 73 
Creating a new page ................................................................................................ 73 
Moving Between Pages ........................................................................................ 73 
Ruler, Grid and Guides ............................................................................................. 74 
Snap & Glue ............................................................................................................. 74 
Guides ...................................................................................................................... 75 
Use drawing explorer window ................................................................................. 76 
View the Developer tab ....................................................................................... 76 
Use the Drawing Explorer window ...................................................................... 76 
Set drawing scale ..................................................................................................... 77 
What Is the Purpose of Drawing Scale? ............................................................... 77 
How Do I Set Drawing Scale? ............................................................................... 77 
What Issues Should I know about? .......................................................................... 78 
Drawing Scales Explained ......................................................................................... 78 
Choosing an Appropriate Drawing Scale ................................................................. 79 
Understanding Drawing Scale and Page Scale ..................................................... 79 
Factors to Consider in Choosing a Drawing Scale ................................................ 80 
Change the drawing scale ........................................................................................ 81 
Changing Layout and Line jump ........................................................................... 81 
Print Drawings ‐ Print preview ................................................................................. 83 
Print range Number of copies ‐ Select a printer .................................................. 83 
Paper size orientation .............................................................................................. 83 
Formatting Text ........................................................................................................ 85 
Change font type .................................................................................................. 85 
Font Size ............................................................................................................... 85 
Font colour ........................................................................................................... 85 
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Font Case .............................................................................................................. 85 
Vertical Horizontal text alignment ....................................................................... 85 
Change line indent ............................................................................................... 85 
Change text margins and Text Background shading ............................................ 86 
Bullets................................................................................................................... 86 
Spell check ............................................................................................................ 87 
Layers ....................................................................................................................... 88 
Assign a shape to a layer ...................................................................................... 88 
Layer options ........................................................................................................ 89 
Add new layer ...................................................................................................... 91 
Insert Clipart Insert Pictures ................................................................................ 92 
Working with the shape sheet window ................................................................... 94 
Basic Text Resizing Formula ................................................................................. 94 
Shape properties ...................................................................................................... 95 
Setting up Shape Properties ................................................................................ 96 
Shape Reports .......................................................................................................... 97 
Generating an Excel Bill of Materials from Data Stored in Shapes by Using the 
Reports Tool ......................................................................................................... 97 
To report on the data contained in the diagram ................................................. 98 
Pivot Diagrams: Analyzing Data by Using Different Views ................................ 101 
Categories, Levels, and Nodes ........................................................................... 102 
Space report ....................................................................................................... 103 
Asset report........................................................................................................ 103 
Move report ....................................................................................................... 103 
Door schedule .................................................................................................... 104 
Window schedule............................................................................................... 104 
Shape Protection .................................................................................................... 104 
To protect a shape ................................................................................................. 104 
To protect a Drawing ............................................................................................. 104 
To unprotect a Drawing ......................................................................................... 104 
Automatic page sizing ............................................................................................ 105 
Diagram Validation ................................................................................................ 112 
Sub process ............................................................................................................ 115 
Link to external Data .............................................................................................. 118 
Data graphics ......................................................................................................... 121 
Using themes ......................................................................................................... 125 
Quick Tasks ............................................................................................................. 125 
Working with containers and Lists ......................................................................... 126 
Containers .......................................................................................................... 126 
Add containers ................................................................................................... 126 
Behavior of contained shapes ............................................................................ 126 
Add shapes to a container ..................................................................................... 126 
Format a container ................................................................................................ 127 
Lists .................................................................................................................... 128 
1d shapes 2d shapes .............................................................................................. 129 
How 1‐D and 2‐D Shapes Differ ......................................................................... 129 
Converting 1‐D and 2‐D Shapes ............................................................................. 130 
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To convert a shape between 1‐D and 2‐D ............................................................. 131 
Examples of 1‐D Shapes ..................................................................................... 131 
Basic Drawings Exercise Examples ......................................................................... 134 
Process Chart ..................................................................................................... 134 
Cross functional Charts ...................................................................................... 135 
Org Charts .......................................................................................................... 135 
Time Line ............................................................................................................ 136 
BPMN ................................................................................................................. 137 
BPMN support in Visio 2010 .............................................................................. 137 
Diagram Validation ............................................................................................ 140 
Containers .......................................................................................................... 141 
Callouts............................................................................................................... 142 
Cross‐functional Flowcharts .............................................................................. 142 
Floor Plan ........................................................................................................... 144 
Common used Symbol Definitions ..................................................................... 145 
Appendix ................................................................................................................ 151 
Changes in Microsoft Visio 2010 ‐ What’s new ..................................................... 151 
Changes in Microsoft Visio 2010 ‐ The ribbon ....................................................... 151 
Changes in Microsoft Visio 2010 ‐ Backstage view ................................................ 151 
Changes in Microsoft Visio 2010 ‐ ShapeSheet IntelliSense .................................. 151 
Changes in Microsoft Visio 2010 ‐ Status bar ........................................................ 152 
Changes in Microsoft Visio 2010 ‐ Customize ink pens ......................................... 152 
Changes in Microsoft Visio 2010 ‐ Colour by Value ............................................... 152 
Changes in Microsoft Visio 2010 ‐ What’s removed.............................................. 153 
Changes in Microsoft Visio 2010 ‐ Find Shape feature .......................................... 153 
Changes in Microsoft Visio 2010 ‐ Stencil docking ................................................ 154 
Zooming via Keyboard Shortcuts ....................................................................... 154 

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Microsoft Visio 2010 essentials 

About this Manual 
Whilst every effort has been taken to produce an error free manual from time to 
time Microsoft updates their applications and features may change. 

Icons used in this manual 

Warning Take note when you see me

User Tip

Keyboard Short Cut Available
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Microsoft Visio 2010 essentials 
Introduction 
Microsoft Office Visio 2010 is drawing and diagramming software that helps
make it easy for IT and business professionals to visualize, explore, and
communicate complex information. Go from complicated text and tables that
are hard to understand to Visio diagrams that communicate information at a
glance. Instead of static pictures, create data-connected Visio diagrams that
display data, are easy to refresh, and can dramatically increase your
productivity. Use the wide variety of diagrams in Office Visio 2010 to
understand, act on, and share information about organizational systems,
resources, and processes throughout your enterprise.
First Look at Visio 2010 
Microsoft Visio 2010 is a tool to create a great variety of drawings ranging
from network diagrams to calendars and from office layouts to flowcharts.
Visio 2010 creates professional visual documents to help analyse and
communicate complex information, systems, and processes.
With Visio 2010 you can improve your understanding of systems and
processes, gaining insight into complex information.

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Microsoft Visio 2010 essentials 
Getting Started 
When you open Visio 2010 the first window that is displayed, by default, is the
Choose a Template window, showing you recently used Templates.
The screen is laid out in to three parts, on the left side a simple navigation
system that replaces the file menu, the template section that has browser type
controls at the top of the screen, and to the right hand side of the screen a
template preview window.

Selecting your template 
• Recently Used Templates area shows templates that you have
recently used.
• Template Categories area displays the template categories, clicking
on a category displays all the templates associated with that category.
Double Click on the template to open it or select the template and
click the create Button
• If you have selected the wrong group click on the Home icon to take
you back to the Template category section and the reselect the correct
template.
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Microsoft Visio 2010 essentials 

Open a sample File 
Before we explore creating Visio diagrams, we first explore the Visio sample
files. From the home page Navigate to other ways of getting started, and
click on Sample Diagrams.

• Your screen will now look like this

• Select Process Improvement then choose either metric or us units then
Click the open Button

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