1. Welcome to Class! Microsoft Visio Professional 2003 Introduction This course will offer some Visio 2003 tricks and tips on flowcharts and organization charts for first time Visio users: –Toolbars and Templates –Shapin’ Up –Pointers on Pointers –Organizing Flowcharts and Organization Charts –Using Visio with other Microsoft Office products

2. Benefits? Easy Built-in intelligence Compatible with MS products

3. Terminology Template = drawing type = shapes = symbols = masters Template = group of stencils Stencil = collection of shapes Master = shape that can’t be changed Find a shape! (very literal; basic description) Favorite Shapes = make your own stencil vsd files vss files (open just a stencil to use shapes in Word or Powerpoint)

4. Different versions Visio Standard: people, projects, and processes Visio Professional: database, software programmers, and engineers Microsoft Office Drawing Toolbar and Diagram Gallery: simple drawing in the context of another document

5. New Drawing Orientation Choose a drawing type to open specific: –Menu/toolbars Customize menus—just like other MS applications Dock/float menus or toolbars to make it easy for you –Rulers/guides –Stencils with specific shapes View names, icons, descriptions, etc. –Backgrounds

6. Tools Pointer Tool Text Tool Connector Tool Drawing Tool

7. Placing Shapes Drag and Drop from stencil Search for shapes Open other stencils Select and de-select (wait for green to go!!) The Pointer Tool Movement –Select the shape –Hover and wait for the 4-pronged arrow –Click and drag –Use the undo! –Shift key + arrow keys Select multiples (green and pink!) –CTRL+A or Edit…Select All to select all shapes on page –Hold the Shift key down and click on several –Click and drag to box around several (have to be fully surrounded to select) –Lasso tool –Select Multiple Tool (toggle)

8. Maneuvering Shapes Green handles are for resizing –Some have special control points (yellow) Rotation handles and rotation point –Rotate (CTRL+L or R) –Flip (CTRL+H or J) Order Align Group Enlarge your screen if you can’t click or align a small item

9. Formatting Shapes Consult Status bar View shape Properties Format lines Format fills –Format…Fill –Format…Shadow –Transparency –Format…Corner Rounding

10. Adding Text Click on shape and type! Text area auto-enlarges for easy reading Double click text to edit Or…use text tool for free text –Select text tool –Drag an area –Type –Format as needed Typical text tools: Spell check, no grammar check, and Find and Replace… Text block is part of the shape Moving text location in relation to shape –Text Block Tool –Rotate it –Resize it –Move it with yellow connector For grouped shapes, you’ll have a text entry for the group + all the individual shapes

11. Other Text Options Create a separate layer –View…Layer Properties –[each person can have a separate layer…] –or use Tools…Track Markup Pop-up notes (Insert…Shape Screen Tip) Call Out shapes (can be dragged into Word, too!) (Visio Extras…Callouts) Custom Call outs (IP Address, machine name from Properties display)

12. Perfected Format Format Painter My Shapes (vss file) Shape button…Show Document Stencil

13. Connecting Shapes Connectors are special shapes Most commonly placed with Connector Tool  Select Connector Tool and click and drag out a connector shape –Begin point/End point –Format line/arrow head Select the connector’s end point and drag and drop to a shape Connection point should highlight red –Connect to a point (blue) for specific, static connection –Connect to a shape for general, dynamic connection Select the Pointer tool and move the shape to watch the connector follow based on connection type  With Connector tool selected, click and drag between shapes to connect at points –CTRL+click and drag from between shapes for shape to shape connection Connection Point tool will let you move connection points on a shape (create or delete)  Add a shape, select the connector tool, add another shape = auto connection  Select multiple shapes in a deliberate order and select Shape…Connect Shapes  Add a connector from a Stencil—different behaviors than basic connectors Connectors have text blocks, too!!

14. Other Shapes Shapes….Charts and Graphs –Grid –Row Header –Column Header –Group of shapes, so be careful! Borders and Titles

15. Flowcharts It’s all about moving and connecting Continuing to another page –Drag the off-page reference Add background (Shapes…Visio Extras) Add border/title (Shapes…Visio Extras) Format with styles (Format…Define Styles) Apply color schemes (Tools…Visio Extras..Color Schemes)

16. Cross-Functional Flowchart Add new bands with dragging shapes Copy and paste bands Shapes stay in bands on movement Separator is a default shape

17. Org Charts Drop on Top Let Visio arrange Use Properties for employee details Re-layout—don’t do it yourself Wizard –Import from a data source Name, title, Department, Reports To –Build a source to track data Show/hide/arrange subordinates Best fit to page Looser/tighter spacing Add/remove lines/fields Change all text/shapes

18. Other Cool Features Tree and Onion Diagrams (Block Diagrams) Vanishing Points (Blocks with Perspective) Timelines Calendars (import data from Outlook) Slideshow view (F5)

19. Page Setup and Printing File…Page Setup…Page Size Drawing page vs. printer paper –Centering on a page (Print Setup) Printing layers Foreground/background Right click…Color scheme Page tabs

20. Including Visio in other documents Link to Visio –Both Apps must be on workstation –Drawing maintained in Visio and accessed from link Paste Special as a Visio drawing –Double click on drawing to edit with Visio Paste Special as a picture (saves space) Paste as graphic (embedded) Drag and drop (CTRL drag) Insert…Object (to create new drawing from other app) Export a shape as a graphic

21. Sharing Microsoft Visio Viewer is an ActiveX control that allows users to open and view Visio drawings. (displayed in a Microsoft Internet Explorer (version 5.0 or later) window). Export the diagram in a graphic format Save the diagram as a Portable Document Format (PDF) file that can be viewed in Adobe Acrobat Reader Save the diagram as an HTML file

22. References Top Tips for Visio –http://office.microsoft.com/en-us/visio/HA010830661033.aspxhttp://office.microsoft.com/en-us/visio/HA010830661033.aspx Quick Reference for using Visio in other files –http://office.microsoft.com/training/Training.aspx?AssetID=RP01094 3001033&CTT=6&Origin=RC010942961033http://office.microsoft.com/training/Training.aspx?AssetID=RP01094 3001033&CTT=6&Origin=RC010942961033 Visio Viewer –http://www.microsoft.com/downloads/details.aspx?FamilyId=3FB3B D5C-FED1-46CF-BD53-DA23635AB2DF&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyId=3FB3B D5C-FED1-46CF-BD53-DA23635AB2DF&displaylang=en Microsoft® Office Visio® 2003 Inside Out by Mark H. Walker and Nanette Eaton, Chapter 21