Microsoft Visio 2010 Fundamentals. Jeff Hutchinson Excel Networks. For Evaluation Only. Do Not Distribute.

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1 Microsoft Visio 2010 Fundamentals Jeff Hutchinson Excel Networks

2 Visio Fundamental Concepts This book will cover fundamental skills as well as how to create several types of diagrams using Microsoft Office Visio Professional. This will include Stencils, drawing commands, alignment/arrangement, shape formatting, line tools, text formatting, and page formatting to add background images. Students will create basic flow diagrams, complicated flow logic diagrams, directional maps, work flow diagrams, conference floor plans, Phase diagrams, cross-functional flowcharts, and organizational charts. As students create these drawings, they will also learn techniques to drag and manipulate Visio master shapes, create connections between shapes, and apply styles to shapes, text, and pages. Shortcuts will also be learned to enhance productivity and unique tools designed for each type of drawing will be introduced. When students have completed the course, they will have a firm grasp of all of the skills needed to create any kind of diagram using Visio. Although we are only offering the fundamentals course at this time, advanced topics will be provided in the class. Hopefully, once students understand the style of the program, they will be able to continue the learning process on their own. This book is designed in conjunction with an Online-Instructor-Led course (for more information see: Unlike other manuals, you will not need to review lengthy procedures in order to learn a topic. All you will need are the brief statements and command paths located within the book to show you how to use a concept. Furthermore, you will find that this book is often used as a reference to help comprehend a concept quickly, and an index is provided on the last page of the book to reference pages as needed. If more detail is needed, you can always use the Internet to search a concept. If your skills are weak due to lack of use, you can refresh your memory quickly by visually scanning the concepts needed and then testing them out using the application. Table of Contents 1. Overview / Interface Stencil / Library Shapes Drawing Commands Arrangement / Manipulation Tools Format Shapes Line Tools Text Formatting Page Formatting Process Flow Diagrams Cross Functional Diagrams Workflow Diagrams Organizational Charts Appendix A - Visio 2010 Keyboard Commands... 31

3 Exercise Download Exercises are posted on my web site and can be downloaded to your computer. Please do the following: Excel Networks Open Internet Explorer. Type the web address: excel-networks.com/download/visio exe You might get several security warnings, but answer yes and run to each one. When you click Unzip, the files will be located in C:\Data\Visio folder. If there are any questions or problems, please contact Jeff Hutchinson at: About the Author Jeff Hutchinson is a computer instructor teaching a variety of classes around the country. He has a BS degree from BYU in Computer Aided Engineering and has worked in the Information Technology field supporting and maintaining computers for many years. He also owned a computer training and consulting firm in San Francisco, California, and after selling his business in 2001, he has continued to work as an independent computer instructor in California and Utah. Mr. Jeff Hutchinson lives in Utah and provides training for the Utah Valley University Community Education system, offering valuable computer skills for the general knowledge of students, career development, and career advancement. Understanding the technology and the needs of students has been the basis for developing this material. Jeff Hutchinson can be contacted at JeffHutch@Excel-Networks.com or (801) Copyright and Release Information This document was updated on 8/13/2014 (Version 3) and is designed for Microsoft Visio 2010 (it has some information related to Visio2007 because the menu and tools are different.) The material is the sole property of Jeff Hutchinson and Excel Networks. Any ing, copying, duplication or reproduction of this document must be approved by Jeff Hutchinson in writing or . However, students who take a class or purchase the material can use this document for personal development and learning. Legend Numbered sections on the left are the Concepts. Italic text is used to highlight commands that will perform the concept or procedure to complete the practice exercises. Practice Exercises are a Step-by-Step approach to performing concepts. Student Projects are Independent Exercises used to perform concepts. Dark, Grayed-Out Sections are optional/advanced concepts. Bolded items are menus, ribbons, or commands used. Page 2

4 Visio 2010 Fundamental Concepts Visio 2010 Fundamental Concepts 1. Overview / Interface We will look at the interface and commands to navigate the screen using View Commands. Concept Handout 1.1 Business Templates 1.2 Engineering Templates 1.3 Flowchart Templates 1.4 General Templates 1.5 Maps and Floor Plans Explanation / Command String in italic. Appendix A - Keyboard Shortcuts Some of the more popular Templates are: Charts, Organization Chart, Pivot Diagrams, etc. File tab New Business. One of the more popular Templates is: Basic Electrical. File tab New Engineering. Some of the more popular Templates are: Basic Flowchart, and Cross- Functional Flowchart. File tab New Flowchart. Some of the more popular Templates are: Basic Diagram and Block Diagram. File tab New General. Some of the more popular Templates are: Directional Map, Floor Plan, Home Plan and Office Layout. File tab New Maps and Floor plans. Page 3

5 1.6 Network Some of the more popular Templates are: Active Directory and Basic Network Diagram. Excel Networks File tab New Network. 1.7 Schedule Some of the more popular Templates are: Timeline and Gantt Chart. 1.8 Software and Databases 1.9 Tools Group (6 Most Used) File tab New Schedule. Some of the more popular Templates are: Data Flow Diagram and Program Structure. File tab New Software and Databases. These 6 tools are the most commonly used and the most misunderstood. Understanding these tools will make Visio easier to use. - The Pointer tool is used to select objects. - The Drawing tools are used to draw Lines, Ellipse, Rectangle, Arc, Pencil, and Eccentric handles. - The Connector tool is used to draw connecter lines between objects. The Connection Point tool is used to add and move connection points on objects. Use the Ctrl Click to add a connection point. The Text tool is used to add text to objects, lines and free floating. - The Text Block tool is used to modify and move text blocks Shapes Group Some of the most common formatting feature are contained here: Home Shapes ribbon group Zooming Zoom In - Ctrl+Shift left mouse button. Zoom Out - Ctrl+Shift right mouse button. Zoom in Rectangle box Hold the Ctrl+Shift key down, draw a rectangle using the left mouse button. Zoom Slider Version 2010+: Located in the lower right corner Task Pane Actions Zoom Percent - View ribbon tab Zoom. 2007: View Menu Zoom Fit to Window: Ctrl+Shift W View ribbon tab Task Pane Size & Position. Autohide Click the pin to Autohide the pane. Float Grab the gray title and drag it out to the middle of the screen. Anchor Grab the gray bar and carefully drag it to the edge of the screen. Expanded Grab the gray bar and move it to the far right, bottom or top edge. Note: Autohide does not work on the Shapes Window. Page 4

6 Visio 2010 Fundamental Concepts 1.13 Shapes Window Minimize/Expand the Shapes/Stencil Window. View ribbon tab Task Pane Shapes. 2007: View menu Shapes Window Shape Data Each shape can contain attributes: 2010+: View ribbon tab Task Pane Shape Data. 2007: View menu Shape Data Window. Note: Properties can be added to a shape and exported to Excel. Review Shape Report Pan & Zoom Displays a Zoom window for navigation purposes: 2010+: View ribbon tab Task Pane Pan & Zoom. 2007: View menu Pan & Zoom Window Size & Position Displays the actual dimensions of the selected object: 2010+: View ribbon tab Task Pane Size & Position. 2007: View menu Size & Position Window Ruler To turn on/off the ruler: View ribbon tab Ruler. Detailed Properties: View ribbon tab Show ribbon group More options 1.18 Grid View ribbon tab Grid. Detailed Properties: View ribbon tab Show ribbon group More options Glue Once a connection is made, the object is then glued together. Detailed Properties: View ribbon tab Visual Aids ribbon group More options Guide Drag the guide from the top or left ruler. To delete guide: Highlight Delete key. View ribbon tab Guide Connection The Connection Point tool is used to move the existing connection point to a new Point location and Ctrl Click on shape will add a new one. View ribbon tab Connector Points. Optional Topics 1.22 Templates Templates allow you to save designs that contain the same document style. To maintain uniformity across all diagrams, it s better to create a Visio template containing header, footer backgrounds, designs, styles and watermark etc. Practice Exercise 1 File tab New Flowchart Basic Flow Chart. Add Stencil: More Shapes General Basic Shapes. Background: Design ribbon tab Background (Choose Background) Theme: Design ribbon tab Theme (Choose Theme) Borders/Titles: Design ribbon tab Borders and titles (Choose border) Page 5

7 Excel Networks Paper Size: Design ribbon tab Size (Choose paper size) Create Template Folder: The template folder will contain all templates. Save Template: File tab Save As Save As Type: Template (*.vst) File Name: My Template Save Redefine 0,0 Point If you need to redefine the X and Y coordinates to an object in the middle of your document, drag the guide holding the (Ctrl) key to redefine the 0,0 point. Double click in the Ruler (upper/left corner) to reset to 0,0. Student Project A - Draw the following: File tab New Flowchart Basic Flowchart. Use the basic flowchart shapes to draw the objects, the Connector tool to draw the lines, the Text tool to add text, the Text Block tool to move the text blocks, and the Pointer tool to move things around. Flowchart 1 Flowchart 2 Flowchart 3 2. Stencil / Library Shapes Stencils are the library shapes or the building blocks used to create drawings. You can search or add additional Stencil libraries when new objects are needed. 2.1 Shapes A shape is a component inside the stencil. It is also called a part or object. 2.2 More Shapes This will allow you to add additional Stencils Feature: This will list the standard Shapes/Stencil available. 2007: File menu Shapes New Stencil. 2.3 Search Search for the keyword on top of the Stencil panel. 2.4 My Shapes Save a new stencil. 2007: File Menu Shapes MyShapes. 2.5 Collapse/ Click on the Stencil labels to Collapse and Expand the libraries. Expand Page 6

8 Visio 2010 Fundamental Concepts 2.6 Rename New Stencil When a new blank stencil is created it uses a default name. You then need to rename it to the desired name. R-Click on the Title Properties Title: Enter name. Student Project B - Directional Map File tab New Maps and Floor Plans Directional Map. Additional resources may be needed Maps and Floor Plans Maps Landmark Shapes / Transportation Shapes / Road Shapes / Directional Map Shapes (3D). Search for Bridge shape, Park, and north for the compass. The following commands will be needed: Text tool, and Freeform tool. Note: You may need to redraw the river using the Freeform tool several times until it takes shape. Also click the left mouse button to create the corners at the end of the river. Refer to file: Visio-Directional Map City of Jonesville.pdf. Page 7

9 3. Drawing Commands This chapter will discuss the most commonly used commands to create a drawing. Excel Networks 3.1 Pointer Tool Commonly used to select objects and shapes. Click Select/Deselect shapes, (Shift/Ctrl) multiple shapes. Ctrl A or 2007: Edit menu Select All. Lasso Select: Draw a rectangle around multiple shapes. When you select multiple shapes, they can be rotated or scaled as a group D Shape A 1D shape is a Line. Use Shift to draw at 45 Degrees, move the endpoints to stretch or move position, and attach connection lines to the connection points D Shapes A 2D shape is a box. Use the Shift key to force the 2D object to be proportional, use Rotational handle to rotate, use the Control Handles to move or stretch the 2D object, and add Connection lines to the connection Points D shapes A 3D shape adds shadows to 2D shape. Home ribbon tab Shape group Shadow. 2007: Format menu Fill Shadow. 3.5 Drawing Rectangle tool Use the Shift key to rotate the then shape and toolbar use the resizing handles. Ellipse tool Use the Shift key to draw a perfect circle. Line tool Use the Shift key to draw 45 degree angles. Freeform tool Draws freehand. Arc tool Draws arcs and lines. Pencil tool Use the Pencil tool to draw both lines and arcs. 3.6 Control Located on the upper corner and the sides of every object. Handles 3.7 Corner rounding Home ribbon tab Line Line Options. Practice Exercise 2 Test Commands Test out pointer tool, connection tool, text tool, connector point, and text block. Practice Exercise 3 - Open file DrawingExercise.vsd. Student Project C - Workflow Diagram File ribbon tab New General Basic Diagram. You may need a Stencil from the Flowchart Department, Work Flow Objects, and Work Flow Steps. The standard drawing tools will be needed to complete the drawing. Page 8

10 Visio 2010 Fundamental Concepts Refer to File: Visio Org-Chart2.pdf. 4. Arrangement / Manipulation Tools After shapes are placed, they may need to be moved, adjusted, and arranged to obtain the desired result. 4.1 Grouping When grouped, both objects can move together when one is selected. If you click twice on the grouped object, then you can move them independently. Use the Shift/Ctrl keys to select multiple objects Right-Click Group 2007: Use the Shift/Ctrl keys to select multiple objects Right-Click Shape Group. 4.2 Shape This allows you to align several selected objects. Alignment Select several objects using the pointer tool Home ribbon tab Position Arrange Group Align. 2007: Shape Align.?? Page 9

11 Excel Networks 4.3 Shape This distributes evenly several selected objects. Distribution Select several objects using the pointer tool Home ribbon tab Position Distribute. Home ribbon tab Position Shape Spaces Distribute. 2007: Shape Distribute.?? 4.4 Flip Shape This flips a picture or shape so the image is completely opposite. Select Shape Rotate Text handle, Home ribbon tab Position Rotate Shapes. 2007: Shape Rotate or Flip Flip. 4.5 Rotate This allows you to rotate a shape. Select Shape Rotate Text handle, Home ribbon tab Position Rotate Shapes. 2007: Select Shape Rotate Text handle, Shape Rotate or Flip Rotate.?? 4.6 Stacking Order This is the order when objects are placed on top of each other. R-Click Bring to Front, Home ribbon tab Bring to Front. 2007: R-Click Shape, Shape Order. 4.7 Copy Object This is an alternative to Copy and Paste: Ctrl Drag & Drop. 4.8 Repeat Copy This will repeat and copy the specified distance: Ctrl Drag & Drop then press F Nudge This will move the shape a smaller distance compared to pressing the Arrow keys. Holding the Shift key with an arrow is called a Nudge. Optional Topics 4.10 Duplicate Quick Access More Commands All Commands Duplicate. Object Select Image Duplicate. 2007: Edit menu Duplicate Scroll Lock Scroll Lock Key will switch between moving the page and object. Key 4.12 Stamp Quick Access More Commands All Commands Stamp. Ctrl to Select then Ctrl Drag n Drop, stamp, stamp, stamp. Note: If the shape size changed after it was placed, the stamp tool will copy the original image and it will stamp the latest object added from the stencil library. Practice Exercise 4 Grouping, Alignment and Distribution. Test out Grouping, Alignment, Distribution, Stacking Order, Rotate, and Copy. Page 10

12 Visio 2010 Fundamental Concepts Practice Exercise 5 Align different size shapes Align different shapes both vertically and horizontally. File menu New General Basic Diagram. Practice Exercise 6 - Open file AlignmentExercise.vsd Practice Exercise 7 Alignment Arrange and distribute the following shapes. File tab New Software and Database Enterprise Application. Practice Exercise 8 Grouping Add a picture to a rectangle by 1) creating a rectangle 2) adding a picture 3) moving objects next to each other 4) grouping the objects. I m a Koala. Page 11

13 Student Project D Conference Room Excel Networks File tab New General Basic Diagrams. The following commands will be needed: Control Handle, Copy, Rectangle tool, F4-Repeat, Format presentation area R-Click Format Fill/line, Round tables: Format Fill., and Text tool. Refer to file: Visio-FloorPlan My Conference Setup.pdf. 5. Format Shapes These are formatting commands that will change the look and layout of shapes. 5.1 Shadow Fill styles Creates shadows behind shapes. Home ribbon tab Fill Shadow Styles. 2007: Format menu Shadows. 5.2 Transparency See through an image (invisible). Home ribbon tab Fill Transparency. 5.3 Fills Make the image a solid color. Home ribbon tab Fill Fill Color. 5.4 Fill patterns Add a predefined pattern to the shape. Home ribbon tab Fill Pattern. 5.5 Format Painter Use the Format Painter to copy a format of a shape: select object 1 Click the Format Painter Select object 2. Note: If you double click on the Format Painter, you can format multiple objects. Practice Exercise 9 Add 2 shapes Format one shape highlight/select formatted shape Format Painter Click 2 nd shape. 5.6 Format Several Select several objects using the Shift/Ctrl, and then format the objects once. Objects Practice Exercise 10 Add 3 shapes choose the Pointer Tool Select all 3 shapes using Shift and Ctrl Home ribbon tab Fill Choose a color. Page 12

14 Visio 2010 Fundamental Concepts Practice Exercise 11 Draw a rectangle and test out Shadow, Transparency Fills, Fill Patterns and create the next shape. Student Project E Move Flowchart Draw the following Flowchart and use Shadows on objects. Move To New Location 6. Line Tools This section will change the look and layout of lines. 6.1 Line Styles Format the weight, dashes, arrow heads and color. R-Click on line Format Line. Page 13

15 6.2 Line Style Options These are the detail options for a line. R-Click on a line Format Line Line Options. 6.3 Arrow Heads Add beginning or ending arrowheads to the line. R-Click on the line Format Line Arrows. Or Home ribbon tab Line Arrows. Excel Networks 6.4 Connector Tool This draws lines between shapes at the connection point. 6.5 Placement This will drag n drop shape from the Stencil. 6.6 Connection Point tool This adds and moves connection points on an shape. Hold the Ctrl key down to add additional connection points on a shape. Optional Topics 6.7 Callouts Select Shape Insert ribbon tab Diagram Parts Group Callout Dropdown. 2007: Select Shape Insert ribbon tab Diagram Parts Group Callout dropdown arrow. 6.8 Containers These are containers to place a group of shapes. Insert ribbon tab Container. Place objects in the container. 6.9 Dynamic Dynamic connectors provide specialized routing between Connectors shapes. More Visio Extras Connectors. Practice Exercise 12 Drawing Tools Test out Line Styles, Arrow Heads, Callouts, Containers, Connectors, and Dynamic Connectors. Student Project F Decision Process Draw the following flow chart. Decision Process Page 14

16 Visio 2010 Fundamental Concepts 7. Text Formatting Once text is placed the individual text or the Text Block can be formatted. 7.1 Text Block tool 7.2 Text Formatting Select as a block and move to offset a line or object. Select the text and use the Home ribbon tab to format the text. Home ribbon tab Font ribbon group. Page 15

17 7.3 Text Dialog Box Font Excel Networks Detailed Format Dialog Box. R-Click on the Text Block Format Text Or Home ribbon tab Font ribbon group Arrow in r D E o v N alu ot a D tio is n tri O bu n te ly lower right corner 7.4 Text Dialog Box Character 7.5 Text Dialog Box Paragraph Detailed Character Formatting. R-Click on the Text Block Format Text Or Home ribbon tab Font ribbon group Arrow in lower right corner R-Click on the Text Block Format Paragraph. 2007: Shape Align Shape. 7.6 Text Dialog Box Text Block R-Click on the Text Block Format Text Or Home ribbon tab Font ribbon group Fo Arrow in lower right corner 7.7 Text Dialog Box Tabs R-Click on the Text Block Format Text Or Home ribbon tab Font ribbon group Arrow in lower right corner. Page 16.

18 Visio 2010 Fundamental Concepts 7.8 Text Dialog Box Bullets R-Click on the Text Block Format Text Bullet tab. 7.9 Format Painter Paint Once: Select Text Format Painter Paint format on new text. Paint Multiple Times: Select Text Double Click on Format Painter Paint format on new text. Practice Exercise 13 Text Formatting Test out the Text block tool, Bullets, and text dialog box. Student Project G Phase Diagram Draw the following Chart. Test Test1 Test2 Test1 File ribbon tab New Flow Chart Basic Flowchart. Page 17

19 Excel Networks Example File: Visio-FlowChart SW Development Process.pdf. 8. Page Formatting Background pages can be created and placed under the main page. 8.1 Print Setup One important feature is the Orientation (Portrait or Landscape) R-Click on a Page Page Setup Print Setup Page 18

20 Visio 2010 Fundamental Concepts 8.2 Page Size One important feature is letting Visio expand the page. Let Visio expand the page as needed. R-Click on a Page Page Setup Page Size 8.3 Drawing Scale One important feature is the predefined scale for architectural designs. R-Click on a Page Page Setup Drawing Scale. 8.4 Page Properties One important feature is defining the page type such as Foreground/ Background. R-Click on a Page Page Setup When you create a background page, you can add page numbers, drawing labels, and graphic image. 2007: Insert menu New Page. Page Properties 8.5 New Page This inserts a new page if needed. Insert ribbon tab Blank Page. 2007: Insert Menu New Page. 8.6 Add Background This adds a page behind the main document. Right-click on Page-1 Insert Background to New Page Practice Exercise 14 File ribbon tab New Flowchart Basic Flowchart Right-Click on Page- Page Types 1 Insert Background Name: Background-1 Ok Add a label to the top Page 19

21 Excel Networks right corner Right-Click on Page-1 Page Setup Background: Background- 1 Ok. 8.7 Page Numbers Add text box Insert ribbon tab Field Page Info Page Number. 8.8 Background Design ribbon tab Background Choose background. Layouts 2007: The background layouts are located in the Background Stencil. 8.9 Borders and Design ribbon tab Borders and Titles. Titles 8.10 Themes Design ribbon tab Themes ribbon group. 2007: Format ribbon tab Theme, Format ribbon tab Remove Theme Page Links Hyperlink to a Page: R-Click on shape Hyperlink SubAddress: Page-2 OK. To navigate to the new page: R-Click on image Choose Link. Optional Topics 8.12 Layout and Routing I suggest never changing these parameters unless you have specific documentation explaining the outcome. If you need to make changes, remember the original setting Shadows This sets the default shadow for the system Transparency on Image If you want to add an image as a background, you can make it transparent by changing the formatting options. 1. Create Background image: Right-Click on Page-1 Insert Name: Background. 2. Right-Click on Background page Page Setup Page Properties tab Check the Background Ok. 3.Insert ribbon tab Picture (Choose Picture) Place on Background page. 3. Select Image Format ribbon tab Brightness Picture Correction Options Ok Page 20

22 Visio 2010 Fundamental Concepts Practice Exercise 15 Background Command Create a background layout, and link it to a background page. Link page one to the background, and add page numbers oto the background page. Page-1 Linked Background Linked VBackground-1 Page 21

23 Excel Networks Student Project H Flowchart with Background. Draw the following and add a background to the drawing. File ribbon tab New General Basic Diagram. Use Ellipse, Rectangle, and Line tools to draw the following. 9. Process Flow Diagrams Flowcharts describe the process or the order in which things should follow. Student Project I Flowchart File ribbon tab New Flowchart Basic Flowchart. You may need the following tools: Pointer, Connector, Text, and Text Block Then, adjust the Control Handles and fill the background of the boxes. Refer to File: Visio-FlowChart Page 22

24 Visio 2010 Fundamental Concepts Linked data.pdf. Student Project J Telemarketing Hiring Process Draw the following Example File: Visio FlowChart Intro Lab.pdf Page 23

25 Excel Networks Student Project K - Interview Process Student Project L -Hiring Process Page 24

26 Visio 2010 Fundamental Concepts 10. Cross Functional Diagrams Cross-Functional diagrams are used for phase or time intervals. They can also be used to define major processing groups. Student Project M - Cross Functional Diagrams File ribbon tab New Flow Chart Cross-Functional. In order to format the background of the Cross functional band, Select the Box (Look for blue band) R-Click Format Fill, Color: Blue Transparency: 50% You may need to use the following tools: Pointer, Connector, Text, Text Block, Line format, and Fill format. Then adjust the Control Handles. Refer to File: Visio-CrossFunctional Production.pdf. Page 25

27 11. Workflow Diagrams A workflow diagram can show people and how they fit into the flow or process. Excel Networks Student Project N - Workflow Diagrams File ribbon tab Flow Chart Work Flow Diagrams. You may need a stencil from the Flowchart Work Flow Objects and Work Flow Steps. The commands needed are: Connect, Text, and Text Block. Then, move the objects using the Control Handles. Refer to File: Visio-Workflow Diagram.pdf. Page 26

28 Visio 2010 Fundamental Concepts 12. Organizational Charts Organizational charts are used to view how the organization is laid out and the hierarchy of authority. Practice Exercise 16 File ribbon tab Business Organization Chart Org Chart The features of Visio 2007 will use a menu and toolbars. Ribbon 14.2 Executive Place the object first, then place Manager on top of the Executive Manager This will appear under Executive Horizontal Select Executive Horizontal Center, Left, Right, Left Offset, Right Offset, and Stagger Vertical Select Executive Vertical Left, Right, Center Left, Center Right, Left Offset, Right Offset, and Staff Left Side by Side Select Executive Side by Side Single Side, Single Top, Double Side, and Double top Relay Out This automatically rearranges the shapes using the predefined layout chosen Best Fit to This will try to fit the objects to the page. Page 14.9 Change This changes the spacing between objects. Select the Spacing Executive Org Chart ribbon tab Change Spacing Looser Layout Dialog Box Move Left/Up Org Chart ribbon tab Layout ribbon group More Options. This moves the object to the top or left Move Right/Down Show/Hide Subordinates Change Position Type This moves the object to the right or down. This will hide the objects under the hierarchey. This will change the shape to a different type. Page 27

29 Excel Networks Insert This will put images or pictures in a box on the left side Delete This will delete image or picture from box Show/Hide This removes or shows the image/picture. Image Display This will change the width of the boxes. Options Optional Topics Import Imports from Excel or other format Export Exports to Excel or other format Compare Compares to layouts Drawing Used to add additional lines and floating rectangles. Tools Practice Exercise 17 Simple Organization Chart Page 28

30 Visio 2010 Fundamental Concepts Student Project O - Create the CEO Organization Student Project P - Departmental Organization Chart Refer to File: Visio Org-Salesorg.Pdf. Page 29

31 Excel Networks Page 30

32 Visio 2010 Fundamental Concepts File Tools ALT+F12 CTRL+F2 CTRL+N CTRL+F4 CTRL+P CTRL+O CTRL+S Page Tools ALT+F5 ALT+F10 CTRL+W ALT+F7 SHIFT+F7 CTRL+SHIFT+F7 CTRL+SHIFT+I CTRL+F F1 F5 F7 F10 Drawing Tools CTRL+7 Arc tool CTRL+SHIFT+1 CTRL+3 CTRL+SHIFT+2 CTRL+9 CTRL+5 CTRL+6 CTRL+4 CTRL+8 F8 CTRL+1 CTRL+H CTRL+SHIFT+F CTRL+SHIFT+B CTRL+D CTRL+J CTRL+G CTRL+SHIFT+U CTRL+L CTRL+R SHIFT+F9 ALT+F9 ESC Appendix A - Visio 2010 Keyboard Commands Save Workspace Print Preview Open new drawing Close drawing Print Open Save Restore the size of the program window. Maximize program window Display entire page Cascade Tile Horizontally Tile Vertically Actual Size Find Display Help Full Screen view Spelling checker Activate the menu bar Connection Point tool Connector tool Crop tool Ellipse tool Freeform tool Line tool Pencil tool Rectangle tool Align Shapes Pointer tool Flip Horizontal Bring to Front Send to Back Duplicate Flip Vertical Group Ungroup Rotate Left Rotate Right Toggle Snap on or off Snap & Glue Deselect all shapes in the stencil Manipulation Tools CTRL+C Copy CTRL+X Cut CTRL+V Paste CTRL+Z Undo CTRL+Y Redo CTRL+A Select All F4 Repeat Formatting Features CTRL+I Italic CTRL+B Bold CTRL+U Underline CTRL+SHIFT+D Double underline F3 Fill Format F11 Text/Font dialog box ARROW KEYS Nudge (Scroll Lock must On) CTRL+ Delete previous word BACKSPACE CTRL+SHIFT+4 Text Block tool CTRL+SHIFT+D Double underline CTRL+SHIFT+A All caps CTRL+SHIFT+K Small caps CTRL+SHIFT+ Decrease font size CTRL+SHIFT+ Increase font size CTRL+F11 Display Text dialog box, Tabs tab CTRL+SHIFT+7 Paragraph marker CTRL+SHIFT+ Copyright symbol ALT+C CTRL+SHIFT+ Registered trademark ALT+R Aligning text CTRL+SHIFT+L Align text left CTRL+SHIFT+C Center text horizontally CTRL+SHIFT+R Align text right CTRL+SHIFT+J Justify text horizontally CTRL+SHIFT+T Top align text CTRL+SHIFT+M Center text vertically CTRL+SHIFT+V Bottom align text Zooming Tools F6 Zoom CTRL+SHIFT+click Zoom in CTRL+SHIFT+right Zoom out CTRL+SHIFT+drag a Zoom in on a Page 31

33 Excel Networks rectangle selected area Page 32

34 Visio 2010 Fundamental Concepts Visio 2010 Fundamentals Index 1D Shapes D Shapes D shapes... 8 Arrow Heads Background Basic Diagram... 8, 12, 22 Basic Flowchart... 6 Business Templates... 3 Callouts Collapse/Expand... 6 Connection Tool Connector Points... 5 Connectors Containers Control Handles... 8 Copy Object Corner rounding... 8 Cross Functional Diagrams Cross-functional Directional Map... 7 Drawing Commands. 6, 8, 9, 12, 13, 15, 18 Drawing toolbar... 8 Duplicate Object Dynamic Connectors Engineering Templates... 3 Fill Patterns Fills Flip Shape Flowchart... 22, 23 Flowchart Templates... 3 Format Painter... 12, 17 Format Several Objects General Templates... 3 Glue... 5 Grid... 5 Grouping... 9 Guide... 5 Keyboard Commands Line Style Options Line Styles Maps and Floor Plans... 3 More Shapes... 6 My Shapes... 6 Network... 4 New Page Nudge Organization Chart Organizational Chart Best Fit to Page Change Position Type Change Spacing Compare Delete Display Options Drawing Tools Executive Export Import Insert Manager Move Left/Up Move Right/Down Org Chart Ribbon Relay Out Show/Hide Image Show/Hide Subordinates Side by Side Vertical Organizational Chart Horizontal Page Numbers Page Setup Page Styles Palette Actions... 4 Pan & Zoom... 5 Placement Pointer Tool... 8 Rename... 7 Repeat Copy Rotate Ruler... 5 Schedule... 4 Scroll Lock Key Search... 6 Shadow Fill Styles Shape Alignment... 9 Shape Data... 5 Shape Distribution Shapes... 6 Shapes Group... 4 Shapes Window... 5 Size & Position... 5 Page 33

35 Excel Networks Software and Databases... 4 Stacking Order Stamp Templates... 5 Text Block tool Text Dialog Box Text Formatting Themes Tools Group... 4 Transparency Workflow Diagrams Zooming... 4 Page 34