diagram using Visio. Although . Appendix A - Visio Keyboard Commands. . Refer to file: Visio-Directional Map City of homeranking.info homeranking.info Microsoft Office Visio USING THE ORGANIZATIONAL CHART WIZARD TO CREATE DIAGRAMS FROM the Visio diagram to a PDF file format utilizing the PDF Plug-In provided by. Show Me Media —Using Walls, Windows, and Doors in a Visio Office Plan. Show Me Media —Testing Print Settings by Printing to PDF.
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This document provides an introduction to using Microsoft Visio To begin creating your flowchart with Microsoft Visio, the first step is to select a template. Resize Using Size and Position Box. .. The Microsoft Visio screen may appear cluttered and overwhelming at first glance. Save as Adobe PDF. Open. Download An Introduction to Microsoft Visio Flow Charting Software, a free document PDF by Kennesaw State University.
Summary on tutorial Microsoft Visio Drag the yellow control handle to move the text. Drag and connect shapes To create your diagram, drag shapes from the stencil onto the blank page and connect them to one another. How can we improve it? Rotation handles The round handle located above a selected shape is called a rotation handle. Thank you for your feedback! Now customize the name of a clipboard to store your clips.
Your diagram gets a new background page named VBackground-1 by default , which you can see in the page tabs along the bottom of the diagramming area. At the bottom of the diagramming area, click the VBackground-1 tab. To edit other text in the border, first select the entire border, and then click the text you want to change and start typing.
After you have the basic elements in place, you can change the overall look and colors quickly by selecting a theme. On the Design tab, hover the mouse pointer over the various themes. To see other available themes, click More. If the diagram has been saved before, simply click Save in the Quick Access Toolbar. For example, on your computer, online, or on OneDrive.
Then click the folder that you want to save it in, or click Browse to find the folder that you want. If you want, in the Save As dialog box, give the diagram a different name in the File name box. In the Save As dialog box, open the Save as type drop-down list.
Image files and other resource files are saved in a subfolder of the location where you save the HTM file. Select the printer and other settings, and then click Print. Edit a master shape. Add data to shapes. Import data to shapes in your drawing. Create, save, and share custom stencils. Here are some basic tasks that you can do to help you learn how to use Microsoft Visio You can publish Visio Professional and Visio Premium web drawings using Visio Services, a feature of SharePoint Server that renders interactive and data-connected diagrams.
Access Services is not supported for data linking in Visio Web drawings. In addition, by connecting your web diagrams to a refreshable source file, viewers can see real-time data within the shapes, giving them an accurate and up-to-date picture.
Visio allows you to apply built-in templates, to apply your own custom templates, and to search from a variety of templates available on Office. To find and apply a template in Visio, do the following:.
To use one of the built-in templates, under Template Categories , click the category that you want, and then click the template that you want and click Create. To use your own template that you previously created, under Other Ways to Get Started , click New from existing , navigate to the file that you want and click Create New.
To find a template on Office. You can also search for templates on Office. To search for templates on Office. In the Search Office. You are in the Backstage view when you first open Visio. If you have just opened Visio, proceed to the next step.
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.
The different formats are useful for different ways of using or sharing your diagram. 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. To connect two shapes that are already on the page, do the following:. 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. 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.
To enter data into a data property or field that a shape already has, do the following:.
In the Shape Data window, in the property row that you want, enter the data that you want. To define a new data property or field for a shape, do the following:. 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.
Use the Data Selector wizard to import your data into the External Data window. The data that appears in the External Data window is a snapshot of your source data at the time of import. You can update the data in your drawing to match the changes in your source data by clicking Refresh All on the Data tab. On the first page of the Data Selector wizard, choose which of the following types of data sources have the data you're using:. After you click Finish on the last page of the Data Connection wizard, the External Data window appears with your imported data shown in a grid.
Drag a row of data onto a shape to add automatically the data to the Shape Data for that shape. Or, in the Shapes window, select a shape that you want to hold the data, and then drag a row of data and drop it on an empty area of the page.
The selected shape is added to the page, connected to the data. To apply a background to your drawing, do the following:. In the Backgrounds group, click Backgrounds. Click the background that you want. Some drawings require a special scale. For example, the Site Plan template opens with an engineering scale, where 1 inch represents 10 feet. Templates come ready with appropriate settings for the drawing type.
Some templates have unique features that you can find on special tabs in the ribbon. For example, when you open the Office Layout template, a Plan tab appears.
You can use the Plan tab to configure display options that are specific to office layout diagrams. In some cases when you open a Visio template, a wizard helps you get started. For example, the Space Plan template opens with a wizard that helps you set up your space and room information.
Click the various template categories, and then click the template thumbnails to see short descriptions of the templates.
In the Template Categories list, click Flowchart. When you open a template, the shapes you need open with it, in collections called stencils. To create your drawing, all you need to do is drag shapes from stencils onto the blank drawing page and connect them to one another.
For more information, see Add connectors between shapes in Visio.
Drag your first shape from the Basic Flowchart Shapes stencil onto the drawing page, and then release the mouse button. Drag your second shape on top of the first so that the blue arrows show, but don't release the mouse button yet. While holding the mouse button, move your pointer on top of the blue arrow that points toward where you want to place the second shape.
Now release the mouse button. Your shapes are connected, and the first shape points to the second shape. Although some drawings make a point all by themselves, it's often helpful and sometimes necessary to add text to the shapes.
There are many ways to add text to shapes, but for now let's use the simplest way. We already talked about these a little bit, but knowing more about Visio shapes, stencils, and templates can make Visio much easier to use.
When you drag a shape from a stencil onto your drawing page, the original shape remains on the stencil. From most Visio stencils, you can drag as many instances of the same shape onto your drawing as you want. There are many ways to use and customize Visio shapes, but you can accomplish a lot with only the most popular methods and a few special features. There are thousands of Visio shapes and countless ways to use and customize them.
Visual cues help you find and use those features quickly. The bright green dots located above shapes are called rotation handles. Drag a rotation handle right or left to rotate the shape. The light blue connection arrows help you easily connect shapes to one another, as you saw in the previous section.
However, there is more than one way to use AutoConnect, so for more information, see Add connectors between shapes in Visio. You can use the bright green selection handles to change the height and width of your shape.
Each shape can be associated with data.
There are a number of ways you can add data to shapes. For now, let's just see how to view or display the data after it is added. After data is added to a shape, it isn't displayed in the drawing by default. The easiest way to see the data is to select the shape and then open the Shape Data window, as shown in the illustration below. If you want to display the data for lots of shapes at once, you can use a feature called Data Graphics.
The next illustration shows how you can measure the size of a shape on your page by using a special dimension shape that is designed for measuring other shapes. The dimension shapes are only available in Office Visio Professional And below is a Pie chart shape from the Charting Shapes stencil.
You can right-click the shape to set the number of slices and what percent each slice represents. In the following illustration, the Basic Flowchart Shapes stencil contains common flowchart shapes, and the Backgrounds stencil contains a variety of backgrounds.
You can even create your own stencil of favorite shapes. When stencils open, they automatically dock themselves in the Shapes window, one on top of another.
The stencil that was previously on top of the stack moves to the bottom of the Shapes window. Each template opens with the stencils that you need to create a particular kind of drawing, but it's nice to know that you can open other stencils any time you want. On the File menu, point to Shapes , point to the category that you want, and then click the name of the stencil that you want to use. A Visio template combines a blank drawing page with any combination of the following:.
For example, the Site Plan template opens with an engineering scale, where 1 inch equals 1 foot. For example, when you open the Calendar template, a Calendar menu appears on the main menu bar.
You can use the Calendar menu to configure your calendar or to import data from Microsoft Office Outlook into your calendar. You can use basic steps described above for many of the Visio templates. For the more complex templates, it's really helpful to read the article written for that specific template.
In the Help window, click the Show Table of Contents button. In the Table of Contents window, click the category for the drawing that you want to create. You can find all kinds of information in Visio Help if you take a few minutes to browse through it.
Depending on the edition of Visio you use, you have between 25 for Microsoft Office Visio Standard and 64 for Office Visio Professional different templates to work with. To find out more about these templates, browse through the Getting Started screen, which opens automatically when you start Visio. Click the various categories, and then click the template thumbnails to see larger versions of the thumbnails and short descriptions of the templates. Taking a moment to open the list of stencils is a great way to get to know more about the huge variety of shapes available, but exploring a few of the stencils themselves is even better.
Opening menus is another quick way to get a sense of what you can do in Visio.
The View , Data , and Shape menus are three of the most popular menus. The View menu lists all the special windows for Visio drawings as well as the commands for turning on and off the visual guides, like the drawing grid.
The Data menu lists the commands for advanced features, like importing and displaying data. These are some of the most powerful features available in Visio.
The Shape menu lists the commands that orient your shapes and connectors the way that you want them in your drawing.
Step 1: Choose and open a template Start Visio. Click the Flowcharts category. Step 2: Drag and connect shapes To create your diagram, drag shapes from the stencil onto the blank page and connect them to one another.
Hold the pointer over the shape so that the blue AutoConnect arrows show. A mini toolbar appears that contains shapes from the top of the stencil. Click the square Process shape. Step 3: Add text to shapes Click the shape and start typing. When you finish typing, click on a blank area of the drawing page or press ESC. You can add text to almost any object — even connectors — by selecting it and typing. What are Visio shapes, stencils, and templates?