Trademarks: Wiley, the Wiley Publishing logo, For Dummies, the Dummies Man logo, A Reference for the. Rest of Us!, The Dummies Way, Dummies Daily, The. Microsoft Visio Course Manual. WWP Training Limited. Page 3. Save. Save as. Save as Adobe PDF. Open. Close. Info. Recent. Recent. New. Print. Download An Introduction to Microsoft Visio Flow Charting Software, a free document PDF by Kennesaw State University.

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Appendix A - Visio Keyboard Commands. . the corners at the end of the river. Refer to file: Visio-Directional Map City of 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. Icons used in this manual. Introduction. First Look at Visio Getting Started. Selecting your template. Open a sample File.

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File Name:. Date Published:. File Size:. Drag an AutoConnect arrow from one shape and drop it on another shape.

Question Info

You get an arrow from the first shape to the second. 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?

Shapes Visio shapes are ready-made objects that you drag onto your drawing page — they are the building blocks of your diagram. When you drag a shape from the Shapes window onto your drawing page, the original shape remains on the stencil.

That original is called a master shape. The shape that you put on your drawing is a copy — also called an instance — of that master. You can drag as many instances of the same shape onto your drawing as you want.

Rotating and resizing shapes The most common things that people do with shapes involve features that are built right into the shapes. Visual cues help you find and use those features quickly: Rotation handles The round handle located above a selected shape is called a rotation handle.

Drag it right or left to rotate the shape. Connection arrows for AutoConnect help you easily connect shapes to one another, as you saw in the previous section. Selection handles for resizing shapes You can use the square selection handles to change the height and width of your shape. Click and drag a selection handle on the corner of a shape to enlarge the shape without changing its proportions, or click and drag a selection handle on the side of a shape to make the shape taller or wider.

Special features of Visio shapes Visio shapes are much more than simple images or symbols.

Visio Not Saving Full document to PDF

Shapes can hold data You can add data to each shape by typing it in the Shape Data window — on the View tab, in the Show group, click Task Panes, and then click Shape Data.

With Visio Professional Edition, you can also import data from an external data source. Data is not displayed in the drawing by default. If you want to display the data for lots of shapes at once, you can use a feature called data graphics, also on the Data tab. The following illustration shows the data for two trees at once. Shapes with special behavior Many Visio shapes have special behavior that you can find by stretching, right-clicking, or moving the yellow control handle on the shape.

For example, you can stretch a People shape to show more people, or stretch the Growing flower shape to indicate growth. The shapes automatically connect to show the hierarchy. Stencils Visio stencils hold collections of shapes. The shapes in each stencil have something in common. The shapes can be a collection of shapes that you need to create a particular kind of diagram, or several different versions of the same shape.

For example, the Basic Flowchart Shapes stencil contains only common flowchart shapes. Stencils appear in the Shapes window, with the title bars grouped together at the top of the window. To see the shapes on a particular stencil, click its title bar.

If there are a lot of stencils in the template, the title bar area will have a scroll bar and some title bars will be hidden; scroll to find them all. You can also expand the title bar area by dragging the bottom divider bar down, so all the title bars are visible.

Open any Visio stencil Each template opens with the stencils that you need to create a particular kind of drawing, but you can open other stencils any time you want. In the Shapes window, click More Shapes, point to the category that you want, and then click the name of the stencil that you want to use. Visio templates help you start with the right settings: Stencils full of the shapes that are needed to create a particular kind of drawing The Home Plan template, for example, opens with stencils full of shapes such as walls, furniture, appliances, cabinets, and so on.

The Organization Chart template includes distinct shapes for executives, managers, assistants, positions, consultants, vacancies, and more. Appropriate grid size and ruler measurements 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. Special tabs 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. Wizards to help you with special types of drawings 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. View examples of templates To find out what templates are available: Click the File tab.

Click New. Click the various template categories, and then click the template thumbnails to see short descriptions of the templates.

Step 1: Choose and open a template

Step 1: Choose and open a template Start Visio In the Template Categories list, click Flowchart. When you open a template, the shapes you need open with it, in collections called stencils. Step 2: Drag and connect shapes 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. Continue to build your drawing by repeating steps Step 3: Add text to shapes 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. Add text directly to a shape Double-click the shape.

When you finish typing, click on a blank area of the drawing page.

Basic tasks in Visio

Exactly what are Visio shapes, stencils, and templates?You will find your happiness without trouble! Stencils appear in the Shapes window. In the Type list, select the type of data that you want to be entered into that property. Click Create.

Drag an AutoConnect arrow from one shape and drop it on another shape. Get help creating a more complex drawing You can use basic steps described above for many of the Visio templates.

Add a connector between two shapes To add a shape to the drawing page so that it is automatically connected when it is added to the page, do the following: Drag a first shape onto the drawing page. To define a new data property or field for a shape, do the following: Select a shape on the drawing page. To see the shapes on a particular stencil, click its title bar.

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