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    Visio 2016: Up To Speed
    Visio 2016: Up To Speed
    Visio 2016: Up To Speed
    Ebook322 pages2 hours

    Visio 2016: Up To Speed

    By R.M. Hyttinen

    ()

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    About this ebook

    The Visio 2016: Up To Speed guide helps you to get up and running  quickly with the world's most popular project management application.  This handy step-by-step guide is written from scratch, starting with basic Microsoft Visio and diagramming topics and moving on to more advanced features of application, designed to help you to become more productive more quickly.  Though comprehensive, the information in this book is presented in a clear, concise manner with screenshots providing helpful visual guidance all along the way.

    In no time at all you're be creating and updating visio diagram files, managing shapes, creating and working with stencils, manipulating pages, creating diagrams from templates, working with external data and much more.

    Some of the topics include:        
            
    Creating a New Diagram
    Examining the Visio Environment
    Saving & Closing a New Diagram
    Opening an Existing Diagram
    Using Zoom Commands
    Using Presentation Mode
    Using Tell Me to Obtain Help
    Setting Visio Options
    Closing a Diagram and Exiting Visio
    Introduction to Stencils
    Adding a Stencil to the Shapes Pane
    Creating & Opening a New Stencil
    Editing a Stencil
    Adding a Shape to a Diagram
    Moving & Resizing Shapes
    Copying & Pasting Shapes
    Deleting Shapes
    Rotating & Grouping Shapes
    Changing Shapes
    Adding Text to Shapes
    Searching for Shapes
    Layering Shapes
    Adding Callouts to a Diagram
    Adding Shapes to Containers
    Adding Shapes using Quick Shapes
    Connecting Shapes using AutoConnect
    Aligning Shapes
    Working with Shape Data
    Adding a Fill Color to a Shape
    Changing Line Color, Width and Pattern
    Adding Shape Effects
    Using the Format Shape Pane
    Using Format Painter
    Formatting Text
    Inserting Online Images
    Inserting Images from your Computer
    Applying a Theme to a Diagram
    Applying Quick Styles to Shapes
    Adding a Hyperlink to Shapes
    Adding ScreenTips and Comments to Shapes
    Using Rulers and Grids
    Modifying the Drawing Scale
    Using Snap & Glue
    Changing Page Orientation
    Previewing a Document
    Modifying Page Size
    Adding and Removing Pages
    Renaming Pages
    Repositioning Pages
    Duplicating Pages
    Displaying Multiple Pages
    Adding a Background Page
    Adding a Borders & Title Background
    Working with Layers
    Adding Headers & Footers
    Printing a Diagram
    Publishing as a PDF
    Linking and Embedding Drawings
    Inserting External Files into Visio
    Creating a Diagram Using a Template
    Using Starter Diagrams
    Inserting an Organization Chart
    Creating a Timeline Diagram
    Creating a Calendar
    Creating a Brainstorming Diagram
    Creating a Floor Plan Diagram
    Sharing a Diagram with Others
    Sharing a Link to a Diagram
    Changing Diagram Properties
    ...and more

    LanguageEnglish
    PublisherPCM Courseware, LLC
    Release dateJun 1, 2017
    ISBN9781943005031
    Visio 2016: Up To Speed

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      Book preview

      Visio 2016 - R.M. Hyttinen

      Copyright & License Notes

      Visio 2016: Up to Speed

      By R.M. Hyttinen

      Copyright © 2016 by R.M. Hyttinen.  All rights reserved.

      Published by PCM Courseware, Milwaukee, Wisconsin.

      http://pcmcourseware.com

      ISBN: 978-1-943005-03-1

      Examples used in this book are fictional.  Any resemblance to actual persons living or dead, businesses, incidents, organization or events is purely coincidental.

      All rights reserved.  No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, without the prior permission of the Publisher.  Although every precaution has been taken in the preparation of this book, the publisher and author assume no responsibility for errors and omissions.  Nor is any liability assumed for damages resulting from the use of information contained within.

      If you found this book helpful, please consider leaving a review wherever you purchased this book.  Also consider telling your friends about it to help me spread the word about my book.

      Thank you so much for supporting my work!

      License Notes

      This e-book is licensed for your personal enjoyment only. This e-book may not be re-sold, given away to other people or used in any type of training classes. If you would like to share this book with another person, please purchase an additional copy for each recipient. If you’re reading this book and did not purchase it, or it was not purchased for your use only, then please return to your favorite e-book retailer and purchase your own copy. Thank you for respecting the hard work of this author.

      Trademark Acknowledgements

      Microsoft, Windows and Microsoft Visio are registered trademarks of the Microsoft Corporation.  All other known trademarks have been appropriately capitalized and are the property of their respective owners.

      TABLE OF CONTENTS

      Copyright & License Notes

      Introduction

      Chapter 1 - Visio Basics

      Looking at Visio

      Creating a New Diagram

      Examining the Visio Environment

      Saving & Closing a New Diagram

      Opening an Existing Diagram

      Using Zoom Commands

      Using Presentation Mode

      Using Tell Me to Obtain Help

      Hiding the Ribbon

      Setting Visio Options

      Closing a Diagram and Exiting Visio

      Lesson 2 - Working with Stencils

      Introduction to Stencils

      Adding a Stencil to the Shapes Pane

      Creating a New Stencil

      Opening a Stencil

      Editing a Stencil

      Closing a Stencil

      Chapter 3 - Working with Shapes

      Adding a Shape to a Diagram

      Moving and Resizing Shapes

      Copying & Pasting Shapes

      Deleting Shapes

      Rotating Shapes

      Grouping Shapes

      Changing Shapes

      Adding Text to Shapes

      Searching for Shapes

      Layering Shapes

      Adding Callouts to a Diagram

      Adding Shapes to Containers

      Adding Shapes using Quick Shapes

      Connecting Shapes using AutoConnect

      Connecting Shapes Manually

      Aligning Shapes

      Working with Shape Data

      Chapter 4 - Formatting Shapes & Diagrams

      Adding a Fill Color to a Shape

      Changing Line Color, Width and Pattern

      Adding Shape Effects

      Using the Format Shape Pane

      Using Format Painter

      Formatting Text

      Formatting Text Using the Text Dialog Box

      Inserting Online Images

      Inserting Images from your Computer

      Applying a Theme to a Diagram

      Applying Quick Styles to Shapes

      Adding a Hyperlink to Shapes

      Adding a ScreenTip to Shapes

      Adding Comments to a Shape

      Chapter 5 - Working with Measuring Tools

      Using Rulers and Grids

      Using the Dynamic Grid

      Modifying the Drawing Scale

      Using Snap & Glue

      Adding Guide Lines

      Adding Guide Points

      Chapter 6 - Working with Pages

      Changing Page Orientation

      Previewing a Document

      Modifying Page Size

      Adding and Removing Pages

      Renaming Pages

      Repositioning Pages

      Duplicating Pages

      Displaying Multiple Pages

      Adding a Background Page

      Adding a Borders & Title Background

      Using the Drawing Explorer Window

      Working with Layers

      Adding Headers & Footers

      Printing a Diagram

      Chapter 7 - Working with External Data

      Exporting Shapes and Diagrams as Graphics

      Exporting to a Web Page

      Publishing as a PDF

      Linking and Embedding Drawings

      Inserting External Files into Visio

      Chapter 8 - Working with Templates

      Creating a Diagram Using a Template

      Using Starter Diagrams

      Inserting an Organization Chart

      Modifying an Organization Chart

      Creating a Timeline Diagram

      Creating a Calendar

      Creating a Brainstorming Diagram

      Creating a Floor Plan Diagram

      Chapter 9 - Workgroup Collaboration

      Emailing a Diagram

      Sharing a Diagram with Others

      Sharing a Link to a Diagram

      Changing Diagram Properties

      Removing Personal Information

      Checking Document Compatibility

      Introduction

      As the author and founder of PCM Courseware, I am delighted to bring you the latest in our Up To Speed series of guides:  Microsoft Visio 2016 - Up To Speed.  Since 2003, PCM Courseware has been publishing innovative Print-On-Demand electronic courseware for both the PC and the Macintosh and beginning with the Up to Speed series, we are now creating software guides for everyone, not just for software trainers.

      My mission is to create guides to make learning technology concepts easy, no matter what kind of learner you are. The guides are simple to use yet comprehensive in their effectiveness. Many students find the step-by-step approach of our manuals to be a valuable self-study resource.

      You do not need to read the book sequentially, although this can certainly be helpful if you are just starting out with Microsoft Visio.  I’ve written the book from scratch, starting with basic Visio and diagramming topics and moving on to more advanced features of the application, designed to help you to become more productive more quickly. 

      If you are looking to accomplish a specific task, be sure to take advantage of the handy Table of Contents.

      So let’s get started with Microsoft Visio 2016 – Up to Speed.

      Chapter 1 - Visio Basics

      Looking at Visio

      Welcome to Visio 2016!  Visio is a flexible drawing program that contains easy-to-use tools to help you create powerful professional diagrams.  With Visio, you can create flowcharts, work flow processes, network diagrams, brainstorming diagrams, floor plans and much, much more.  New and improved tools in Visio make it even more flexible. 

      The files that you create in Microsoft Visio are called diagrams (.vsd).  These diagrams use text, images and shapes that you can position anywhere on the document that you like.  Microsoft Visio comes with many diagram templates and Wizards that aid you in building your diagrams.

      You launch Visio just as you would any other Windows program - from the Start Menu.  Tap the Start button and type:  Visio until Visio 2016 appears.  Press Enter.

      We will begin by launching the Visio application.

      To start Visio, do this:

      1. If you are using Windows 8 or Windows 10, click the Visio tile on the Start screen (if you don’t see a Visio tile, type: Visio until the application is highlighted).  If using Windows 10, tap the Windows key and type:  Visio until Visio 2016 displays.  Press Enter.

      2. If using Windows 7 or before, click the Start button on the lower-left corner of your screen to display the Start menu, select All Programs > Visio 2016 from the Start Menu to launch the application (this may vary, depending on your installation).

      Creating a New Diagram

      When Visio first launches, the application opens to Backstage view which is your starting point.  In the right pane, a list of featured diagram templates is displayed, allowing you to choose a predefined diagram design that best meets your needs.  A template is a Visio file containing stencils (a collection of shapes which can be added to your drawing), styles and settings for a particular type of drawing.  For example, if you wish to create an Organization Chart, you would use the Organization Chart template under the Business category. 

      To display the available categories, click CATEGORIES in the right pane. The list below presents the various categories of templates available in Visio:

      Business: Contains templates relating to business processes such as flowcharts, brainstorming diagrams, audit diagrams, marketing charts, work flow diagrams, and cause and effect diagrams.

      Engineering:  Contains templates referring to engineering procedures such as Circuits and Logic, Basic Electrical and Industrial Control Systems.

      Flowchart: Contains templates for basic flowcharts, cross-functional flowcharts, and work flow diagrams.

      General: Contains templates for basic flowcharts, basic diagrams and block diagrams using various geometric shapes.

      Map & Floor Plans: Creates templates for 2D & 3D directional maps, and office layouts.

      Network: Contains templates for basic designs for physical and logical networks using various network and computer related shapes.

      Schedule: Contains templates for calendars, Gantt Charts, Pert Charts, and Timelines.

      Software and Database:  Contains software & database related designs, such as COM and OLE, Program Structure, Web Site Map, Data Flow Model and Data Flow Diagram.

      Click on the category for the type of diagram you want to create.  Once you choose a category, a preview of all available Visio templates for that category will display in the right pane.  Once you click the template you want, a new window appears, displaying a preview of the template as well as the option to choose the measurement unit you want your diagram to use – US Units (inches, feet, etc.) or Metric Units (meters, millimeters, centimeters, etc.)  To create a new diagram from the template, choose the desired measurement unit and then click the Create button.

      We will examine templates in more depth in a later chapter.

      To create a New Diagram, follow these steps:

      1. Launch the Microsoft Visio application.

      2. Click Categories on top of the right pane.

      3. Click the thumbnail for the category you want to view.

      4. Click on the diagram template you want to use in the right pane.

      5. Click the radio button for the desired unit of measurement (US units or Metric).

      6. Click the Create button to create your diagram.

      Tip: You can access Backstage View from within the main Visio window by clicking the File tab on the Ribbon.

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