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Microsoft Visio 2010 Fundamentals Jeff Hutchinson Excel Networks www.excel-networks.com

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Visio 2010 - 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: 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 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

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Exercise Download Exercises are posted on my web site and can be downloaded to your computer. Please do the following: Open Internet Explorer. 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: JeffHutch@Excel-Networks.com

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) 376-6687.

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 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 1. Overview / Interface

We will look at the interface and commands to navigate the screen using View Commands. Concept Explanation / Command String in italic. Handout Appendix A - Keyboard Shortcuts 1.1 Business Templates

Some of the more popular Templates are: Charts, Organization Chart, Pivot Diagrams, etc. File tab NewBusiness.

1.2 Engineering Templates

One of the more popular Templates is: Basic Electrical. File tabNew Engineering.

1.3 Flowchart Templates

Some of the more popular Templates are: Basic Flowchart, and Cross-Functional Flowchart. File tab New Flowchart.

1.4 General Templates

Some of the more popular Templates are: Basic Diagram and Block Diagram. File tab New General.

1.5 Maps and Floor Plans

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 Some of the more popular Templates are: Active Directory and Basic Network Diagram. File tabNew Network.

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

1.8 Software and Databases

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. - The Text Block tool is used to modify and move text blocks.

1.10 Shapes Group Some of the most common formatting feature are contained here: HomeShapes ribbon group.

1.11 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. Zoom Percent - View ribbon tabZoom. 2007: View MenuZoom Fit to Window: Ctrl+Shift W

1.12 Task Pane Actions

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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1.13 Shapes Window

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.

1.17 Ruler

To turn on/off the ruler: View ribbon tabRuler. Detailed Properties: View ribbon tabShow ribbon group More options

1.18 Grid View ribbon tabGrid. Detailed Properties: View ribbon tabShow ribbon group More options.

1.19 Glue Once a connection is made, the object is then glued together. Detailed Properties: View ribbon tabVisual Aids ribbon group More options.

1.20 Guide Drag the guide from the top or left ruler. To delete guide: HighlightDelete key. View ribbon tabGuide.

1.21 Connection Point

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 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 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.

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 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.

2010 Feature: This will list the standard Shapes/Stencil available. 2007: File menuShapesNew Stencil.

2.3 Search Search for the keyword on top of the Stencil panel.

2.4 My Shapes Save a new stencil.

2007: File MenuShapesMyShapes. 2.5 Collapse/ Expand

Click on the Stencil labels to Collapse and Expand the libraries.

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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.

Student Project B - Directional Map

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

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.

3.2 1D 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.

3.3 2D 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.

3.4 3D shapes A 3D shape adds shadows to 2D shape. Home ribbon tabShape groupShadow. 2007: Format menuFillShadow.

3.5 Drawing toolbar

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.

3.6 Control Handles

Located on the upper corner and the sides of every object.

3.7 Corner rounding

Home ribbon tabLineLine 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 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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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-ClickGroup 2007: Use the Shift/Ctrl keys to select multiple objects Right-Click ShapeGroup.

4.2 Shape Alignment

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

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.??

4.4 Flip Shape This flips a picture or shape so the image is completely opposite. Select ShapeRotate Text handle, Home ribbon tabPositionRotate Shapes. 2007: ShapeRotate or FlipFlip.

4.5 Rotate This allows you to rotate a shape. Select ShapeRotate Text handle, Home ribbon tabPositionRotate Shapes. 2007: Select ShapeRotate Text handle, ShapeRotate or FlipRotate.??

4.6 Stacking Order 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.

4.7 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 F4. 4.9 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 Object

Quick AccessMore CommandsAll CommandsDuplicate. Select ImageDuplicate. 2007: Edit menuDuplicate.

4.11 Scroll Lock Key

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

4.12 Stamp

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.

Practice Exercise 4 – Grouping, Alignment and Distribution. Test out Grouping, Alignment, Distribution, Stacking Order, Rotate, and Copy.

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Practice Exercise 5 –Align different size shapes 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.

I’m a Koala.

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Student Project D – Conference Room File tabNewGeneralBasic 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 FillShadowStyles. 2007: Format menu Shadows.

5.2 Transparency See through an image (invisible). Home ribbon tabFillTransparency. 5.3 Fills Make the image a solid color. Home ribbon tab FillFill Color. 5.4 Fill patterns Add a predefined pattern to the shape. Home ribbon tab FillPattern. 5.5 Format Painter 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.

Practice Exercise 9 Add 2 shapesFormat one shapehighlight/select formatted shapeFormat Painter Click 2nd shape.

5.6 Format Several Objects

Select several objects using the Shift/Ctrl, and then format the objects once.

Practice Exercise 10 Add 3 shapeschoose the Pointer Tool Select all 3 shapes using

Shift and CtrlHome ribbon tabFill Choose a color.

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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 lineFormatLine.

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6.2 Line Style Options

These are the detail options for a line. R-Click on a line FormatLine Line Options.

6.3 Arrow Heads Add beginning or ending arrowheads to the line.

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

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 ShapeInsert ribbon tabDiagram Parts GroupCallout Dropdown. 2007: Select ShapeInsert ribbon tabDiagram Parts GroupCallout dropdown arrow.

6.8 Containers These are containers to place a group of shapes. Insert ribbon tabContainer. Place objects in the container.

6.9 Dynamic Connectors

Dynamic connectors provide specialized routing between shapes. MoreVisio ExtrasConnectors.

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

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7. Text Formatting Once text is placed the individual text or the Text Block can be formatted.

7.1 Text Block tool Select as a block and move to offset a line or object. 7.2 Text Formatting

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

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

lower right corner

7.4 Text Dialog Box Character

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

lower right corner

7.5 Text Dialog Box Paragraph

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

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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7.8 Text Dialog Box Bullets

R-Click on the Text BlockFormatTextBullet tab.

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.

● Test1 ● Test2 Test ● Test1

Student Project G – Phase Diagram File ribbon tabNewFlow ChartBasic Flowchart.

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.

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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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 Page Properties

When you create a background page, you can add page numbers, drawing labels, and graphic image. 2007: Insert menuNew Page.

8.5 New Page This inserts a new page if needed. Insert ribbon tabBlank Page. 2007: Insert MenuNew Page.

8.6 Add Background to New Page

This adds a page behind the main document. Right-click on Page-1Insert Background

Practice Exercise 14 Page Types

File ribbon tabNewFlowchartBasic FlowchartRight-Click on Page-1Insert BackgroundName: Background-1OkAdd a label to the top

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right cornerRight-Click on Page-1Page SetupBackground: Background-1Ok.

8.7 Page Numbers Add text boxInsert ribbon tabFieldPage InfoPage Number. 8.8 Background Layouts

Design ribbon tabBackgroundChoose background. 2007: The background layouts are located in the Background Stencil.

8.9 Borders and Titles

Design ribbon tabBorders and Titles.

8.10 Themes Design ribbon tabThemes ribbon group.

2007: Format ribbon tabTheme, Format ribbon tabRemove Theme. 8.11 Page Links Hyperlink to a Page: R-Click on shapeHyperlinkSubAddress:

Page-2OK. To navigate to the new page: R-Click on imageChoose 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.

8.13 Shadows This sets the default shadow

for the system.

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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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

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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 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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Linked data.pdf.

Student Project J Telemarketing Hiring Process Draw the following Example File: Visio FlowChart Intro Lab.pdf

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Student Project K - Interview Process 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. 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. 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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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 tabBusinessOrganization Chart.

14.1 Org Chart Ribbon

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

14.2 Executive

Place the object first, then place Manager on top of the Executive.

14.3 Manager

This will appear under Executive.

14.4 Horizontal 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 This automatically rearranges the shapes using the predefined layout chosen. 14.8 Best Fit to Page

This will try to fit the objects to the page.

14.9 Change Spacing

This changes the spacing between objects. Select the Executive Org Chart ribbon tabChange SpacingLooser.

14.10 Layout Dialog Box

Org Chart ribbon tabLayout ribbon groupMore Options .

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

This will hide the objects under the hierarchey.

14.14 Change Position Type

This will change the shape to a different type.

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14.15 Insert This will put images or pictures in a box on the left side. 14.16 Delete This will delete image or picture from box. 14.17 Show/Hide Image

This removes or shows the image/picture.

14.18 Display Options

This will change the width of the boxes.

Optional Topics

14.19 Import Imports from Excel or other format. 14.20 Export Exports to Excel or other format. 14.21 Compare Compares to layouts. 14.22 Drawing Tools

Used to add additional lines and floating rectangles.

Practice Exercise 17 – Simple Organization Chart

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Student Project O - Create the CEO Organization

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 ALT+F12 Save Workspace CTRL+F2 Print Preview CTRL+N Open new drawing CTRL+F4 Close drawing CTRL+P Print CTRL+O Open CTRL+S Save Page Tools ALT+F5 Restore the size of the

program window. ALT+F10 Maximize program window CTRL+W Display entire page ALT+F7 Cascade SHIFT+F7 Tile Horizontally CTRL+SHIFT+F7 Tile Vertically CTRL+SHIFT+I Actual Size CTRL+F Find F1 Display Help F5 Full Screen view F7 Spelling checker F10 Activate the menu bar Drawing Tools CTRL+7 Arc tool CTRL+SHIFT+1 Connection Point tool CTRL+3 Connector tool CTRL+SHIFT+2 Crop tool CTRL+9 Ellipse tool CTRL+5 Freeform tool CTRL+6 Line tool CTRL+4 Pencil tool CTRL+8 Rectangle tool F8 Align Shapes CTRL+1 Pointer tool CTRL+H Flip Horizontal CTRL+SHIFT+F Bring to Front CTRL+SHIFT+B Send to Back CTRL+D Duplicate CTRL+J Flip Vertical CTRL+G Group CTRL+SHIFT+U Ungroup CTRL+L Rotate Left CTRL+R Rotate Right SHIFT+F9 Toggle Snap on or off ALT+F9 Snap & Glue ESC 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+ BACKSPACE

Delete previous word

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+ ALT+C

Copyright symbol

CTRL+SHIFT+ ALT+R

Registered trademark

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

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rectangle selected area

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Visio 2010 – Fundamental Concepts

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Visio 2010 Fundamentals Index

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

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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Software and Databases ........................... 4 Stacking Order ........................................ 10 Stamp ....................................................... 10 Templates ................................................... 5 Text Block tool ........................................ 15 Text Dialog Box ....................................... 16

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