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Microsoft Visio 2010

Fundamentals

Jeff Hutchinson
Excel Networks

www.excel-networks.com

Visio 2010 - Fundamental Concepts

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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: www.excel-networks.com). 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

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1. Overview / Interface ........................................................................................ 3

2. Stencil / Library Shapes ................................................................................... 6
3. Drawing Commands ........................................................................................ 8
4. Arrangement / Manipulation Tools .................................................................. 9
5. Format Shapes.................................................................................................. 12
6. Line Tools ........................................................................................................ 13
7. Text Formatting ............................................................................................... 15
8. Page Formatting ............................................................................................... 18
9. Process Flow Diagrams........................................................................................ 22
10. Cross Functional Diagrams ................................................................................ 25
11. Workflow Diagrams........................................................................................... 26
12. Organizational Charts ........................................................................................ 27
Appendix A - Visio 2010 Keyboard Commands ..................................................... 31

Excel Networks

Exercise Download

Exercises are posted on my web site and can be downloaded to your computer.
Please do the following:

Open Internet Explorer.

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Type the web address: excel-networks.com/download/visio2010-1.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\Visio2010-1 folder.

If there are any questions or problems, please

contact Jeff Hutchinson at:
[email protected]

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 [email protected] or
(801) 376-6687.

Copyright and Release Information

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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 emailing, copying, duplication or
reproduction of this document must be approved by Jeff Hutchinson in writing or Email. 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.

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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.
Explanation / Command String in italic.
Appendix A - Keyboard Shortcuts
Some of the more popular
Templates are: Charts,
Organization Chart, Pivot
Diagrams, etc.

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Concept
Handout
1.1 Business
Templates

File tab
NewBusiness.

1.2 Engineering
Templates

One of the more popular

Templates is: Basic
Electrical.
File tabNew
Engineering.

1.3 Flowchart
Templates

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1.4 General
Templates

1.5 Maps and Floor

Plans

Some of the more popular

Templates are: Basic
Flowchart, and CrossFunctional 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 NewMaps
and Floor plans.

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1.6 Network

File tabNew
Network.
Some of the more popular
Templates are: Timeline
and Gantt Chart.

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1.7 Schedule

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Some of the more popular

Templates are: Active
Directory and Basic
Network Diagram.

1.8 Software and

Databases

File tabNew
Schedule.
Some of the more popular
Templates are: Data
Flow Diagram and
Program Structure.
File tabNew
Software and Databases.

1.9 Tools Group

(6 Most Used)

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.

1.10 Shapes Group

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1.11 Zooming

1.12 Task Pane

Actions

- The Text Block tool is used to modify and move text blocks.
Some of the most common formatting feature are contained here:

HomeShapes ribbon group.

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.

Zoom Percent - View ribbon tabZoom.

2007: View MenuZoom
Fit to Window: Ctrl+Shift W
View ribbon tabTask PaneSize & 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.

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Visio 2010 Fundamental Concepts

Minimize/Expand the Shapes/Stencil Window.
View ribbon tabTask PaneShapes.
2007: View menuShapes Window.

1.14 Shape Data

Each shape can contain attributes:

2010+: View ribbon tabTask PaneShape Data.
2007: View menuShape Data Window.
Note: Properties can be added to a shape and exported to
Excel. ReviewShape Report.

1.15 Pan & Zoom

Displays a Zoom window for navigation purposes:

2010+: View ribbon tabTask PanePan & Zoom.
2007: View menuPan & Zoom Window.

1.16 Size &

Position

Displays the actual dimensions of the selected object:

2010+: View ribbon tabTask PaneSize & Position.
2007: View menuSize & Position Window.

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1.13 Shapes
Window

1.17 Ruler
1.18 Grid
1.19 Glue

1.20 Guide

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1.21 Connection
Point

To turn on/off the ruler: View ribbon tabRuler.

Detailed Properties: View ribbon tabShow ribbon group More options
View ribbon tabGrid.
Detailed Properties: View ribbon tabShow ribbon group More options.
Once a connection is made, the object is then glued together.
Detailed Properties: View ribbon tabVisual Aids ribbon group More options.
Drag the guide from the top or left ruler.
To delete guide: HighlightDelete key.
View ribbon tabGuide.
The Connection Point tool is used to move the existing connection point to a new
location and CtrlClick on shape will add a new one.
View ribbon tabConnector Points.

Optional Topics

1.22 Templates

Practice Exercise 1

Templates allow you to save designs that contain the same document style. To
maintain uniformity across all diagrams, its better to create a Visio template
containing header, footer backgrounds, designs, styles and watermark etc.
File tabNewFlowchartBasic Flow Chart.
Add Stencil: More ShapesGeneralBasic Shapes.
Background: Design ribbon tabBackground(Choose Background)
Theme: Design ribbon tabTheme(Choose Theme)
Borders/Titles: Design ribbon tabBorders and titles(Choose border)

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Paper Size: Design ribbon tabSize(Choose paper size)
Create Template Folder: The template folder will contain all templates.
Save Template: File tabSave AsSave As Type: Template (*.vst)File Name:
My TemplateSave.
1.23 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.

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Student Project A - Draw the following:

File tabNewFlowchartBasic 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

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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.
A shape is a component inside the stencil. It is also called a part or object.
2.1 Shapes
This will allow you to add additional Stencils.
2.2 More Shapes
2010 Feature: This will list the standard Shapes/Stencil available.
2007: File menuShapesNew Stencil.
Search for the keyword on top of the Stencil panel.
2.3 Search

2.4 My Shapes
2.5 Collapse/
Expand

Save a new stencil.

2007: File MenuShapesMyShapes.
Click on the Stencil labels to Collapse and Expand the libraries.

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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 TitlePropertiesTitle: Enter name.

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Student Project B - Directional Map

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File tabNewMaps and Floor PlansDirectional Map.

Additional resources may be needed Maps and Floor PlansMaps
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.

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3. Drawing Commands

This chapter will discuss the most commonly used commands to create a drawing.
3.1 Pointer Tool

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3.2 1D Shape

Commonly used to select objects and shapes.

Click Select/Deselect shapes, (Shift/Ctrl) multiple shapes.
Ctrl A or 2007: Edit menuSelect All.
Lasso Select: Draw a rectangle around multiple shapes.
When you select multiple shapes, they can be rotated or scaled as a group.
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.
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.
A 3D shape adds shadows to 2D shape.
Home ribbon tabShape groupShadow.
2007: Format menuFillShadow.
Rectangle tool Use the Shift key to rotate the then shape and
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.
Located on the upper corner and the sides of every object.

3.3 2D Shapes

3.4 3D shapes
3.5 Drawing
toolbar

3.6 Control
Handles

3.7 Corner
rounding

Home ribbon tabLineLine Options.

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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 tabNewGeneralBasic Diagram.
You may need a Stencil from the FlowchartDepartment, Work Flow Objects, and Work Flow Steps.
The standard drawing tools will be needed to complete the drawing.

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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.

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4.1 Grouping

4.2 Shape
Alignment

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-ClickGroup
2007: Use the Shift/Ctrl keys to select multiple objects
Right-Click ShapeGroup.
This allows you to align several selected objects.
Select several objects using the pointer tool
Home ribbon tabPositionArrange
GroupAlign.
2007: ShapeAlign.??

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4.3 Shape
Distribution

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4.4 Flip Shape

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This distributes evenly several selected objects.
Select several objects using the pointer tool
Home ribbon tab PositionDistribute.
Home ribbon tab PositionShape Spaces
Distribute.
2007: ShapeDistribute.??
This flips a picture or shape so the image is
completely opposite.
Select ShapeRotate Text handle, Home ribbon
tabPositionRotate Shapes.
2007: ShapeRotate or FlipFlip.
This allows you to rotate a shape.
Select ShapeRotate Text handle, Home ribbon
tabPositionRotate Shapes.
2007: Select ShapeRotate Text handle, ShapeRotate or
FlipRotate.??
This is the order when objects are placed on top of each other.
R-ClickBring to Front, Home ribbon tabBring to Front.
2007: R-ClickShape, ShapeOrder.

4.5 Rotate

4.6 Stacking Order

4.7 Copy Object

4.8 Repeat Copy
4.9 Nudge

This is an alternative to Copy and Paste: Ctrl Drag & Drop.

This will repeat and copy the specified distance: Ctrl Drag & Drop then press F4.
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
Object

Quick AccessMore CommandsAll CommandsDuplicate.

Select ImageDuplicate.
2007: Edit menuDuplicate.

4.11 Scroll Lock

Key
4.12 Stamp

Scroll Lock Key will switch between moving the page and object.

Quick AccessMore CommandsAll CommandsStamp.

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.

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Practice Exercise 4 Grouping, Alignment and

Distribution.
Test out Grouping, Alignment, Distribution,
Stacking Order, Rotate, and Copy.

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Visio 2010 Fundamental Concepts

Practice Exercise 5 Align different size shapes

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Align different shapes both vertically and

horizontally.
File menuNewGeneralBasic Diagram.

Practice Exercise 6 - Open file AlignmentExercise.vsd

Practice Exercise 7 Alignment

Arrange and distribute the following shapes.

File tabNewSoftware 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.

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Im a Koala.

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Student Project D Conference

Room
File tabNewGeneralBasic
Diagrams.

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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.
Creates shadows behind shapes.
Home ribbon tab
FillShadowStyles.
2007: Format menu
Shadows.

5.2 Transparency
5.3 Fills
5.4 Fill patterns
5.5 Format Painter

See through an image (invisible). Home ribbon tabFillTransparency.

Make the image a solid color. Home ribbon tab FillFill Color.
Add a predefined pattern to the shape. Home ribbon tab FillPattern.

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5.1 Shadow Fill

styles

Practice Exercise 9

5.6 Format Several

Objects
Practice Exercise 10

Use the Format Painter

to copy a format of a shape: select object
1Click the Format PainterSelect object 2.
Note: If you double click on the Format Painter, you can format multiple objects.
Add 2 shapesFormat one shapehighlight/select formatted shapeFormat
Painter
Click 2nd shape.
Select several objects using the Shift/Ctrl, and then format the objects once.
Add 3 shapeschoose the Pointer Tool
Shift and CtrlHome ribbon tabFill
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Select all 3 shapes using

Choose a color.

Visio 2010 Fundamental Concepts

Practice Exercise 11 Draw a rectangle and test

out Shadow, Transparency Fills, Fill Patterns and
create the next shape.

Move To New Location

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Student Project E
Move Flowchart

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Draw the following

Flowchart and use
Shadows on objects.

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

lineFormatLine.

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These are the detail

options for a line.
R-Click on a line
FormatLine
Line Options.

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6.2 Line Style

Options

6.3 Arrow Heads

6.4 Connector Tool

6.5 Placement
6.6 Connection
Point tool

Add beginning or ending arrowheads to the line.

R-Click on the lineFormatLineArrows.
Or Home ribbon tabLineArrows.

This draws lines between shapes at the connection point.

This will drag n drop shape from the Stencil.
This adds and moves connection points

add additional connection points

on an shape. Hold the Ctrl key down to

on a shape.

Optional Topics

6.7 Callouts

6.8 Containers

6.9 Dynamic
Connectors

Select ShapeInsert ribbon tabDiagram Parts

GroupCallout Dropdown.
2007: Select ShapeInsert ribbon tabDiagram
Parts GroupCallout dropdown arrow.
These are containers to place a group of shapes.
Insert ribbon tabContainer. Place objects in the
container.
Dynamic connectors provide specialized routing between
shapes. MoreVisio ExtrasConnectors.

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Practice Exercise 12
Drawing Tools
Test out Line Styles, Arrow
Heads, Callouts, Containers,
Connectors, and Dynamic
Connectors.

Student Project F Decision

Process

Decision Process

Draw the following flow chart.

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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

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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 tabFont ribbon group.

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7.3 Text Dialog Box

Font

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Detailed Format Dialog

Box.
R-Click on the Text
Block FormatText
Or Home ribbon
tabFont ribbon
group Arrow in

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lower right corner

7.4 Text Dialog Box

Character

7.5 Text Dialog Box

Paragraph

Detailed Character
Formatting.
R-Click on the Text
Block FormatText
Or Home ribbon
tabFont ribbon
group Arrow in
lower right corner
R-Click on the Text
BlockFormat
Paragraph.

2007: ShapeAlign
Shape.

7.6 Text Dialog Box

Text Block

R-Click on the Text Block FormatText

Or Home ribbon tabFont ribbon group

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Arrow in lower right corner

7.7 Text Dialog Box

Tabs

R-Click on the
Text Block
FormatText

Or Home ribbon
tabFont ribbon
group Arrow
in lower right
corner

.
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Visio 2010 Fundamental Concepts

R-Click on the Text
BlockFormatText
Bullet tab.

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7.8 Text Dialog Box

Bullets

7.9 Format Painter

Paint Once: Select TextFormat PainterPaint format on new text.

Paint Multiple Times: Select TextDouble Click on Format PainterPaint 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

Test

Test1
Test2
Test1

File ribbon tabNewFlow ChartBasic Flowchart.

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Draw the following Chart.

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Example File: Visio-FlowChart SW Development Process.pdf.

8. Page Formatting

Background pages can be created and placed under the main page.

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8.1 Print Setup

One important
feature is the
Orientation
(Portrait or
Landscape)

R-Click on a
Page
Page Setup
Print Setup

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Visio 2010 Fundamental Concepts

8.2 Page Size

One important
feature is
letting Visio
expand the
page.

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Let Visio
expand the
page as needed.

8.3 Drawing Scale

R-Click on a
Page
Page Setup
Page Size
One important
feature is the
predefined
scale for
architectural
designs.

R-Click on a
Page
Page Setup
Drawing Scale.

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8.4 Page Properties

8.5 New Page

8.6 Add
Background
to New Page
Practice Exercise 14
Page Types

One important
feature is
defining the
page type such
as
Foreground/
Background.

When you create a background page, you can add page numbers,
R-Click on a
drawing labels, and graphic image.
Page
2007: Insert menuNew Page.
Page Setup
Page
Properties
This inserts a new page if needed. Insert ribbon tabBlank Page.
2007: Insert MenuNew Page.
This adds a page behind the main document. Right-click on Page-1Insert
Background
File ribbon tabNewFlowchartBasic FlowchartRight-Click on Page1Insert BackgroundName: Background-1OkAdd a label to the top
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8.7 Page Numbers

8.8 Background
Layouts

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8.9 Borders and

Titles

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right cornerRight-Click on Page-1Page SetupBackground: Background1Ok.
Add text boxInsert ribbon tabFieldPage InfoPage Number.
Design ribbon tabBackgroundChoose background.
2007: The background layouts are located in the Background
Stencil.
Design ribbon tabBorders and Titles.

8.10 Themes

8.11 Page Links

Design ribbon tabThemes ribbon group.

2007: Format ribbon tabTheme, Format ribbon tabRemove Theme.
Hyperlink to a Page: R-Click on shapeHyperlinkSubAddress:
Page-2OK.
To navigate to the new page: R-Click on imageChoose Link.

Optional Topics

I suggest never
changing these
parameters
unless you have
specific
documentation
explaining the
outcome. If you
need to make
changes,
remember the
original setting.

8.13 Shadows

This sets the default shadow

for the system.

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8.12 Layout and

Routing

8.14 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-1InsertName: Background.
2. Right-Click on Background page Page SetupPage Properties tab
Check the Background
Ok.
3.Insert ribbon tabPicture(Choose Picture)Place on Background page.
3. Select ImageFormat ribbon tabBrightnessPicture Correction Options
Ok
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Visio 2010 Fundamental Concepts

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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.

Linked

Background

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Page-1

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Linked

VBackground-1

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Student Project H Flowchart with Background.

Draw the following and add a background to the drawing.
File ribbon tabNewGeneralBasic 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

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File ribbon tab

NewFlowchart
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

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Visio 2010 Fundamental Concepts

Linked data.pdf.
Student Project J
Telemarketing
Hiring Process

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Draw the following

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Example File: Visio

FlowChart Intro
Lab.pdf

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Student Project K - Interview Process

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Student Project L -Hiring Process

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10. Cross Functional Diagrams

Cross-Functional diagrams are used for phase or time intervals. They can also be used to define major
processing groups.

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Student Project M - Cross Functional Diagrams

File ribbon tabNewFlow ChartCross-Functional.
In order to format the background of the Cross functional band, Select the Box (Look for blue band)
R-ClickFormatFill, 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.

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11. Workflow Diagrams

A workflow diagram can show people and how they fit into the flow or process.

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Student Project N - Workflow Diagrams

File ribbon tabFlow ChartWork Flow Diagrams.
You may need a stencil from the FlowchartWork 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.

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Visio 2010 Fundamental Concepts

12. Organizational Charts

Organizational charts are used to view how the organization is laid out and the hierarchy of authority.
File ribbon tabBusinessOrganization Chart.

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Practice Exercise 16

14.1 Org Chart

Ribbon
14.2 Executive
14.3 Manager

The features of Visio 2007 will use a menu and toolbars.

Place the object first, then place
Manager on top of the Executive.
This will appear under Executive.

Select ExecutiveHorizontalCenter, Left, Right, Left Offset, Right

Offset, and Stagger.

14.5 Vertical

Select ExecutiveVerticalLeft, Right, Center Left, Center Right, Left

Offset, Right Offset, and Staff Left.

14.6 Side by Side

Select ExecutiveSide by SideSingle Side, Single Top, Double Side,

and Double top.

14.7 Relay Out

14.8 Best Fit to
Page
14.9 Change
Spacing

This automatically rearranges the shapes using the predefined layout chosen.
This will try to fit the objects to the page.

14.10 Layout
Dialog Box

Org Chart ribbon tabLayout ribbon

groupMore Options .

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14.4 Horizontal

This changes the spacing between objects. Select the

Executive
Org Chart ribbon tabChange SpacingLooser.

14.11 Move
Left/Up

This moves the object to the top or left.

14.12 Move
Right/Down

This moves the object to the right or down.

14.13 Show/Hide
Subordinates
14.14 Change
Position Type

This will hide the objects under the hierarchey.

This will change the shape to a different type.

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14.15 Insert
14.16 Delete
14.17 Show/Hide
Image
14.18 Display
Options

This will put images or pictures in a box on the left side.

This will delete image or picture from box.
This removes or shows the image/picture.

Excel Networks

This will change the width of the boxes.

Optional Topics
Imports from Excel or other format.
Exports to Excel or other format.
Compares to layouts.
Used to add additional lines and floating rectangles.

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14.19 Import
14.20 Export
14.21 Compare
14.22 Drawing
Tools

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Practice Exercise 17 Simple Organization Chart

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Student Project O - Create the CEO Organization

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Student Project P - Departmental Organization Chart

Refer to File: Visio Org-Salesorg.Pdf.

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Appendix A - Visio 2010 Keyboard Commands

File Tools

Save Workspace
Print Preview
Open new drawing
Close drawing
Print
Open
Save

ALT+F5

ALT+F10
CTRL+W
ALT+F7
SHIFT+F7
CTRL+SHIFT+F7
CTRL+SHIFT+I
CTRL+F
F1
F5
F7
F10

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

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

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
CTRL+X
CTRL+V
CTRL+Z
CTRL+Y
CTRL+A
F4

Copy
Cut
Paste
Undo
Redo
Select All
Repeat

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ALT+F12
CTRL+F2
CTRL+N
CTRL+F4
CTRL+P
CTRL+O
CTRL+S

Page Tools

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Drawing Tools

Formatting Features
CTRL+I
CTRL+B
CTRL+U
CTRL+SHIFT+D
F3
F11
ARROW KEYS
CTRL+
BACKSPACE
CTRL+SHIFT+4
CTRL+SHIFT+D
CTRL+SHIFT+A
CTRL+SHIFT+K
CTRL+SHIFT+
CTRL+SHIFT+
CTRL+F11
CTRL+SHIFT+7
CTRL+SHIFT+
ALT+C
CTRL+SHIFT+
ALT+R

Aligning text

CTRL+SHIFT+L
CTRL+SHIFT+C
CTRL+SHIFT+R
CTRL+SHIFT+J
CTRL+SHIFT+T
CTRL+SHIFT+M
CTRL+SHIFT+V

Zooming Tools

Italic
Bold
Underline
Double underline
Fill Format
Text/Font dialog box
Nudge (Scroll Lock must On)
Delete previous word
Text Block tool
Double underline
All caps
Small caps
Decrease font size
Increase font size
Display Text dialog box,
Tabs tab
Paragraph marker
Copyright symbol
Registered trademark

Align text left

Center text horizontally
Align text right
Justify text horizontally
Top align text
Center text vertically
Bottom align text

F6
CTRL+SHIFT+click
CTRL+SHIFT+right
CTRL+SHIFT+drag a

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Zoom
Zoom in
Zoom out
Zoom in on a

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selected area

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rectangle

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Visio 2010 Fundamental Concepts

Visio 2010 Fundamentals Index

Organization Chart ................................. 27
Organizational Chart
Best Fit to Page .................................... 27
Change Position Type ......................... 27
Change Spacing ................................... 27
Compare............................................... 28
Delete .................................................... 28
Display Options ................................... 28
Drawing Tools ..................................... 28
Executive .............................................. 27
Export ................................................... 28
Import .................................................. 28
Insert .................................................... 28
Manager ............................................... 27
Move Left/Up ....................................... 27
Move Right/Down ............................... 27
Org Chart Ribbon ............................... 27
Relay Out ............................................. 27
Show/Hide Image ................................ 28
Show/Hide Subordinates .................... 27
Side by Side .......................................... 27
Vertical ................................................. 27
Organizational Chart
Horizontal ............................................ 27
Page Numbers .......................................... 20
Page Setup ................................................ 18
Page Styles ............................................... 20
Palette Actions ........................................... 4
Pan & Zoom ............................................... 5
Placement ................................................. 14
Pointer Tool ............................................... 8
Rename....................................................... 7
Repeat Copy............................................. 10
Rotate ....................................................... 10
Ruler ........................................................... 5
Schedule ..................................................... 4
Scroll Lock Key ....................................... 10
Search ......................................................... 6
Shadow Fill Styles ................................... 12
Shape Alignment ....................................... 9
Shape Data ................................................. 5
Shape Distribution .................................. 10
Shapes......................................................... 6
Shapes Group ............................................ 4
Shapes Window ......................................... 5
Size & Position........................................... 5

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1D Shapes................................................... 8
2D Shapes................................................... 8
3D shapes ................................................... 8
Arrow Heads ........................................... 14
Background ............................................. 20
Basic Diagram ............................... 8, 12, 22
Basic Flowchart ......................................... 6
Business Templates ................................... 3
Callouts .................................................... 14
Collapse/Expand ....................................... 6
Connection Tool ...................................... 14
Connector Points ....................................... 5
Connectors ............................................... 14
Containers................................................ 14
Control Handles ........................................ 8
Copy Object ............................................. 10
Corner rounding ....................................... 8
Cross Functional Diagrams.................... 25
Cross-functional ...................................... 25
Directional Map ........................................ 7
Drawing Commands . 6, 8, 9, 12, 13, 15, 18
Drawing toolbar ........................................ 8
Duplicate Object ..................................... 10
Dynamic Connectors............................... 14
Engineering Templates ............................. 3
Fill Patterns ............................................. 12
Fills ........................................................... 12
Flip Shape ................................................ 10
Flowchart ........................................... 22, 23
Flowchart Templates ................................ 3
Format Painter .................................. 12, 17
Format Several Objects .......................... 12
General Templates .................................... 3
Glue ............................................................ 5
Grid ............................................................ 5
Grouping .................................................... 9
Guide .......................................................... 5
Keyboard Commands ............................. 31
Line Style Options ................................... 14
Line Styles ................................................ 13
Maps and Floor Plans ............................... 3
More Shapes .............................................. 6
My Shapes .................................................. 6
Network...................................................... 4
New Page .................................................. 19
Nudge ....................................................... 10

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Text Formatting ...................................... 15
Themes ..................................................... 20
Tools Group ............................................... 4
Transparency ........................................... 12
Workflow Diagrams ................................ 26
Zooming ..................................................... 4

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Software and Databases ........................... 4

Stacking Order ........................................ 10
Stamp ....................................................... 10
Templates ................................................... 5
Text Block tool ........................................ 15
Text Dialog Box ....................................... 16

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