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MS VISIO 2010

ORISSA STATE OPEN UNIVERSITY

MS VISIO 2010

ORISSA STATE OPEN UNIVERSITY Page 1

MS VISIO 2010

ORISSA STATE OPEN UNIVERSITY Page 2

Contents 1.Getting Started With MS Visio ................................................................................................................... 4

1.1 What is MS Visio ................................................................................................................................. 4

1.1.1 Why MS Visio ................................................................................................................................... 4

1.2 MS Visio Tools ............................................................................................................................... 5

1.2.1 File Tab .................................................................................................................................. 6

1.2.2 Home Tab .............................................................................................................................. 7

1.2.3 Insert Tab ............................................................................................................................ 13

1.2.4 Design Tab ........................................................................................................................... 14

1.2.5 Data Tab .............................................................................................................................. 19

1.2.6 Process Tab ......................................................................................................................... 20

1.2.7 Review Tab .......................................................................................................................... 20

1.2.8 View Tab .............................................................................................................................. 21

1.3 My First Diagram In MS Visio ...................................................................................................... 23

1.3.1 Shapes In The Diagram ............................................................................................................ 24

1.3.1.1Adding Shapes To A Diagram ....................................................................................................... 25

1.3.1.1.1 Formatting shapes In The Diagram ......................................................................................... 27

1.3.1.1.2 Adding Text To Shapes To A Diagram ...................................................................................... 29

1.3.1.1.3 Connecting Shapes In a diagram .............................................................................................. 31

1.3.1.1.4 Formatting Text In The Shapes of the Diagram ....................................................................... 35

1.3.1.1.5 Delete A Shape In The Diagram ............................................................................................... 35

2. Create my first flow chart ....................................................................................................................... 36

2.1 Flowchart .......................................................................................................................................... 36

2.1.1 Shapes in Flow chart and their use ........................................................................................ 36

2.2 How to draw a flow chart. ............................................................................................................ 38

2.2.1 Draw A Simple Flow Chart ............................................................................................................ 38

2.2.2 Saving my flow chart ............................................................................................................... 39

2.3 Use Of Other Shapes ................................................................................................................... 40

2.3.1 Use Of Manual Loop ................................................................................................................ 40

2.3.1.1 Use Of Manual Input ............................................................................................................... 40

2.3.2 Use Of Sub Process.................................................................................................................. 41

2.3.3 Use Of Preparation .................................................................................................................. 42

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2.3.4 Use Of Document .................................................................................................................... 44

2.3.5 Use Of Multiple Document ........................................................................................................... 44

2.3.6 Use Of Decision ............................................................................................................................. 45

2.3.7 Use Of Merge ................................................................................................................................ 46

2.3.8 Use Of Sort .............................................................................................................................. 48

2.3.9 Use Of Collate ......................................................................................................................... 49

2.3.10 Use Of On Page Reference ........................................................................................................... 50

2.3.11 Use Of Off Page Reference .......................................................................................................... 51

2.3.12 Use Of Logical AND ................................................................................................................. 52

2.3.13 Use Of Logical OR ......................................................................................................................... 53

2.3.14 Use Of External Data Storage ....................................................................................................... 54

2.3.15 Use Of Internal Data Storage ................................................................................................. 55

2.3.16 Use Of Database ...................................................................................................................... 57

2.3.17 Use Of Punched Card .................................................................................................................. 59

2.3.18 Use Of Magnetic Tape ................................................................................................................. 60

2.3.19 USE OF DELAY .............................................................................................................................. 61

3 .Creating my organization chart ............................................................................................................... 62

3.1 How to a create a organization flow chart........................................................................................ 62

3.2 What are the shapes ......................................................................................................................... 63

3.3 Adding Shapes To The Drawing Board ............................................................................................. 67

4. Save As Other Formats ............................................................................................................................ 73

5.QUESTIONS .............................................................................................................................................. 73

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1.Getting Started With MS Visio

1.1 What is MS Visio MS Visio is a very powerful tool designed by Microsoft used by

1. Corporate Sectors

2. Freelancers

In many fields. Some of the fields are

1. Business Analysts

2. Software Development

3. Hardware installation and Networking

4. Electrical Engineering

5. Civil Engineers and construction

6. Top managers who are into designing Organization Charts

1.1.1 Why MS Visio A PICTURE IS WORTH A THOUSAND WORDS :- Normally we human beings understand a

pictorial representation faster than the text written. Business analysts who work very far away

from the site of development need to interact with their teams as to what the client needs. The

Client needs are well understood and put in a pictorial format using MS Visio. Doing so not only

saves time ,saves energy ,explains everything to the client ,to the development team down the

stream till it touches the developer, tester, documentation team.

In the present century where time and energy are the most vital elements for development, we

work as a team and in a team everything if its transparent work is finished at a rapid speed and

completed finished product is at the clients end ahead of time.

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1.2 MS Visio Tools

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1.2.1 File Tab

The file tab is used to

1. Create A New File

2. Save the existing file

3. Save the existing file in another format as jpg and pdf file.

4. View the recent files

5. Help options

6. Option to customize the menus

7. Exit Visio

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1.2.2 Home Tab

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The home tab is comprised of the following

Quick Shapes

Basic Shapes

More Shapes

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CLIP BOARD

Cut a shape or a text inside the shape

Copy a shape or a text inside the shape

Paste a shape /text in a document.

Paste a shape /text in a document in a

1. Formatted Text 2. Unformatted Unicode Text 3. Unformated Text

Paste as hyperlink

Duplicate a shape

Copy formatting text from one place to the other

FONT

Font Name

Font Size

Increase Font size

Decrease Font Size

Make the font bold

Make the font italic

Make the text underlined

Make the text underlined

Change the theme colour of the text

Show font dialog box as shown below

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PARAGRAPH

Align the paragraph top

Align the paragraph middle

Align the paragraph bottom

Align the paragraph left

Align the paragraph center

Align the paragraph right

Justify the paragraph alignment

Starts bulleting the list

Rotate text

Decrease Indent

Increase indent

Show paragraph dialog box

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The pointer tool is used to select move and resize objects

Draw connection between objects

Add a text shape or select text

Use basic drawing tools such as rectangle,elipse,line

Used to remove a connection between 2 objects

Used to move and rotate the text between the shape

SHAPE

Used to fill the shape with colours

Used to draw lines

Used to apply a shadow to a drawn object

ARRANGE

Move the selected shapes to space them evenly and straighten connectors

Position shapes on the page by changing their alignment,spacing and rotation.

Auto align Move the selected shapes to straighten connections

Align Left Align left

Align Center Align Center

Align Right Align Right

Align top Align Top

Align Middle Align Middle

Align Bottom Align Bottom

Auto space Auto space the objects

Spacing options Spacing option defined horizontally an vertically

Space shapes Space shapes

Rotate shapes Rotate Shapes

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Rotate diagram Rotate Diagram

Bring forward by one layer

Bring forward the object to the first layer

Send backward by one layer

Send to back to the last layer

Group Group Group objects together so that they are treated as one object

Ungroup Ungroup grouped objects

Add To Group Add an object to a group

Remove From Group Remove a object from a group

Convert To Group Convert a shape to a group

EDITING

Find a text in a document

Replace a text with another text in the document

Assign an object to a layer.

View the layer properties.

Select all objects on the page

Select objects by type

Select objects in the area

Lasso select

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1.2.3 Insert Tab

Inserts a blank page in the application

Inserts a background page in the application.

Inserts a picture into the page of ms visio application

Inserts a clipart into the page of ms viso application

Inserts a chart into the page of ms visio application

Insert a CAD drawing into the Ms Visio application

Inserts the container into the page of the MS Viso application

Inserts a callout into the page of the MS Visio application

Used to create a hyperlink to an object

Used to insert a textbox on a page of the MS Viso application

Insert a screen tip to an inserted object

Insert an embedded object on the page of MS Viso file

Insert a field into a MS Viso file

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Insert a symbol into a shape

1.2.4 Design Tab

Set the orientation to portrait

Set the orientation to landscape

Set the page size to width 21.59 cm and height 27.94 cm

Set the page size to width 27.94 cm and height 43.18 cm

Set he page size to width 21.59 cm and height 35.56 cm

Set the page size to 18.41 cm width and 26.67 height

Set the page size to 29.7 cm width and 42 cm height

Set the page size to 21 cm width and 29.7 cm height

Set the page size to 25.7cm width and 36.4 cm height

Set the page size to 18.2 cm width and 25.7 height

Set the page size to height 10.47 cm and width 24.13 cm

Set the page size to height 9.84 cm and width 19.05 cm

Fit the drawing into 1 page

Fit into very large pages

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Page auto size Automatically resize the page as you draw.

Print Setup

Page Size

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Drawing Scale

Page Properties

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Layout And Routing

Shadows

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THEMES Used to change the themes of the shapes

COLOURS Used to change the colour of shape selected

EFFECTS Used to change the effect of the shape selected

BACKGROUNDS Used to change the background of the page

BORDERS & SHADINGS

Used to change the Borders and shadings of a page

Re –Layout Page Used to change the re layout of a page

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Connectors Used to change the connectors connecting 2 shapes

1.2.5 Data Tab

External Data

Link data to shapes This option is used to link data to shapes

Automatically link data to shapes This option is used to automatically link imported data to shapes. To be used after link data to shapes.

Refresh information coming from the data source

Shows the refresh data dialog to update the information that is coming from a data source

Display shape data in your diagram by using text, data bars, icons, colour by value or a combination of these types.

Used to create a new data graphic based on the data you have entered in the shape data window or imported into the diagram

Edit data graphic that is used by the selected shape

Choose whether data graphic is applied to shapes when you link data to them.

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Insert a legend to show the meaning of data graphics used in the diagram

Horizontal legend

Vertical legend

1.2.6 Process Tab

Create new Sub process page and hyperlink the selected shape to the selected page

Link to existing sub process in a page

Create sub processes from selection

Check if the flow chart is correct or not

1.2.7 Review Tab

Check the spelling in the Viso diagram

Open through research task pane to search through reference materials such as dictionaries, encyclopedias and translation services.

Suggests other words with similar meanings to the word you have selected

Translate the said word into another language.

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Change default language

Add a new comment to a shape

Edit a comment to a shape

Delete a comment to a shape

Go to previous comment

Go to next comment

Show comments and other annotations

Go to previous mark up

Go to next mark up

Track all markup made to the drawing, comments, shapes and other annotations

Draw freeform ink

Open the reviewing task pane to review all markup made to the drawing.

1.2.8 View Tab

Views

View MS Visio in Full screen mode

Show

View rulers used to measure and line up objects in the document

Turn on page breaks to see what will be printed on each page of your document.

Turn on grid lines to which you can align objects in the document.

Turn on guides to help align objects on the document.

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Shows windows to view shapes and shape data and to easily move within the drawing.

Zoom

Show the zoom dialog box

Zooms the entire document so that it fits to the window

Zoom the page so that it is as wide as the window.

Visual Aids

Dynamic Grid guides assist in the sizing ,spacing and alignment of shapes in relation to one another

Auto connect helps add, connect, align and space shapes in a connected drawing such as process flow chart

Connection points are the points in the shape where you can glue connectors.

Window

Open a new window containing a view of the current document

Tile all program windows side by side on the screen

Cascade the open document windows on the screen so that they overlap.

Switch to different currently open windows.

View, list, create, edit, delete a macro

Runs other add ons and utilities

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1.3 My First Diagram In MS Visio

MS VISO can be used to draw anything starting from your daily routine to extremely scientific charts

.Many use it describe various processes in various industries starting from manufacturing to marketing.

Doctors can use this wonderful tool to prepare their own diagrams before incorporating it to power

point presentations and many more.

From now on we are going to dive deep into the subject. So pay attention.

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1.3.1 Shapes In The Diagram

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1.3.1.1Adding Shapes To A Diagram STEP-1 :- Click on File and click on new

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STEP-2 :- Select any of the templates and click on the create button

STEP-3 :- Here We will see how to add shapes to the diagram.

Left click and pull the shape to the drawing board where you want to place it as shown below

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1.3.1.1.1 Formatting shapes In The Diagram

Formatting a shape in MS VISIO 2010 is by changing the fill colour, line colour and shadow

STEP-4 :- Here We will see how to colour the square that has been placed on the drawing board.

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Step-5 :- Here we will see how to change the line colour of the square as shown below

We can format the line line colour of the shape by

changing its weight,

dashes,

arrows applicable to connectors under home tag

line options applicable to connectors under home tag

as shown below

adding more colours to the line

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1.3.1.1.2 Adding Text To Shapes To A Diagram STEP-1 :-Consider the shape that we created. Double click on the shape and enter text as shown

below.

STEP-2:-TEXT THAT IS ENTERED IS IN THIS FORMAT AS SHOWN BELOW

Step-3

Select the magnification and increase the magnification as shown below

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Double click the text and increase the magnification of the font as shown below

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1.3.1.1.3 Connecting Shapes In a diagram A shape is connected to another shape with a connector .In this section we will learn how to connect 2

or more shapes with a connector.

STEP-1

From the templates drag a shape to the drawing board as shown below

STEP-2

From the template drag a shape to the drawing board as shown below

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STEP-3

Click on home tab and select the connector tab as shown below

STEP-4

Select the connector as shown below and right click the connector. Select the straight connector.

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STEP-5

The two shapes are connected by using straight connector and the arrow symbols above.

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1.3.1.1.4 Formatting Text In The Shapes of the Diagram STEP-1

STEP-2

Select the text and

Change the text font from calibari to AHARONI and font size to 14 pt

Change the text to Bold by clicking and Italized by clicking and underlined by clicking and

many more as defined before

1.3.1.1.5 Delete A Shape In The Diagram To delete the shape in the Diagram select the shape and press the delete button

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2. Create my first flow chart

2.1 Flowchart A flowchart is a type of diagram that represents an algorithm, workflow or process, showing the steps as

boxes of various kinds, and their order by connecting them with arrows. This diagrammatic

representation illustrates a solution model to a given problem.

2.1.1 Shapes in Flow chart and their use

Terminator Used to start and stop a flowchart

Manual Loop Indicate the sequence of commands that continue to repeat until stopped manually

Manual Input Input done manually

Data Represents any type of data input /output

Process Indicates any processing function

Sub Process Indicates sub process of a process

Delay Delay in process

Preparation Indicates modification to a process such as setting a switch or initiating a routine

Display

Document Indicates document that can be read by a person

Multiple Document Indicates multiple document that can be read by a person

Decision Indicates decision point between two or more paths in a flowchart

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Merge Indicates multiple sets of data into one

Sort Used to sort data in the system

Collate

Indicates a step that organizes data into standard format.

On Page Reference Refers to a process in the same page

Off Page Reference Refers to a process in another page

OR Used in Logical Or

AND Summing Junction

External Data Data from external data source

Storage Internal storage such as hard disk to store data

Database Database

Punched card Punched card

Magnetic Tape Magnetic tape to read /write/read and write

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IN CASE SOME SYMBOLS ARE NOT VISIBLE SEARCH FOR THEM

THESE INCLUDE

1. SORT

2. COLLATE

3. SUMMING JUNCTION,

4. OR

5. MERGE,

6. STORAGE

2.2 How to draw a flow chart. Flow chart drawing is very simple.

2.2.1 Draw A Simple Flow Chart Let us consider an example of adding two numbers entered into the system and showing the output.

The above screen shows 6 steps

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1. START :- To Start the process

2. Initializing the variables :- Used To initialize the variables so that they can be used

3. Input A,B :-used to input the values of A and B

4. Let C= A+B :- This is a process where values of A AND B are summed up and stored in C

5. Output C:-Used to output the value of C on the screen

6. STOP :- Completes the execution

2.2.2 Saving my flow chart Click on file and then click save button. Click save as to save in another format.

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2.3 Use Of Other Shapes

2.3.1 Use Of Manual Loop

2.3.1.1 Use Of Manual Input The manual input is used to do the input manually

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2.3.2 Use Of Sub Process. Sub process are a small processes which make a process. Here the process Employee Recruitment

process is comprised of various processes as shown below written test, interviews , on job test, stress

test ,background checks, assign job.

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2.3.3 Use Of Preparation Below the student class is checked and its >7 class another subroutine is added a part of the student

daily study course and that is guide students from 1 to 6.

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2.3.4 Use Of Document The Document symbol depicts output to be seen in a single sheet of paper as shown below.

2.3.5 Use Of Multiple Document Multiple Document is used in places where the output is in more than 1 page .Refer to sort example

below.

The multiple document is depicted by the symbol.If you don’t find this symbol search by typing

document.

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2.3.6 Use Of Decision

The decision is used just as if then else statement

If you do this then this will happen

If you do not do this this will happen.

Decisions are used to give the computer the intelligence about what to do when decisions change

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2.3.7 Use Of Merge The merge option is used to merge data from 2 data sources into one

Table-1

Emp No

Emp Name

Gender Dob Address Tel No Email

1 kamal M 12/02/1999 132,a-street

2345655555 [email protected]

2 Reshma F 06/02/1999 133,B-STREET

9032456555 [email protected]

Table -2

Emp No

Emp Name

Gender Dob Address Tel No Email

3 Rohit M 12/02/1999 132,C-street

5436789090 [email protected]

4 Asha F 06/02/1999 133,D-STREET

5675432109 [email protected]

Table-3(Merge table 1 and Table2)

Emp No

Emp Name

Gender Dob Address Tel No Email

1 kamal M 12/02/1999

132,a-street

2345655555 [email protected]

2 Reshma F 06/02/1999

133,B-STREET

9032456555 [email protected]

3 Rohit M 12/02/1999 132,C-street

5436789090 [email protected]

4 Asha F 06/02/1999 133,D-STREET

5675432109 [email protected]

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2.3.8 Use Of Sort The sort option is used to sort records in either ascending or descending order of the fields.

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2.3.9 Use Of Collate The collate symbol is used to organize data in a standard format

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2.3.10 Use Of On Page Reference The On page connector is used

1. If the flow chart is too big but can be broken down into one page as shown below.

2. If logically one has to go to a point of execution but is unable to reach it as shown in internal

storage.

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2.3.11 Use Of Off Page Reference

The Off Page Reference is used in cases where the flow chart is extremely large and does not fit into one

page. In such cases Off page connectors are used

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2.3.12 Use Of Logical AND

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2.3.13 Use Of Logical OR The logical OR is used in conditions where one condition may match or another condition may match

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2.3.14 Use Of External Data Storage External data storage are the devises which store data externally. These include

1. Pen Drives

2. External Hard Disk

3. External Card Memory

4. Floppy disks

5. Compact Disks

6. DVD

Data can be stored , retrieved, edited, deleted from an external data storage. Watch if arrow is going to

external data storage data is going towards external storage. If arrow is coming from external data

storage data is being retrieved from it . Below shows data from internal storage is going towards

external storage

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2.3.15 Use Of Internal Data Storage The internal data storage is a devise used to store data internally such as hard drives of the computer.

Data is stored, retrieved, edited, deleted from the Hard Drives. Data is stored in the hard drives in any

form except databases. Data can be any form such as

Flat files which include binary and text files prepared by

1. Various languages such as

C

C++

VC++

Pascal

Fortran

PHP

2. By a person

3. Excel sheets

4. Binary files

5. Ms word

6. Ms Power point

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2.3.16 Use Of Database

A database is an organized collection of data.[1] It is the collection of

schemas, tables, queries, reports, views and other objects. The data is typically organized to

model aspects of reality in a way that supports processes requiring information, such as

modelling the availability of rooms in hotels in a way that supports finding a hotel with

vacancies.

A database management system (DBMS) is a computer software application that interacts

with the user, other applications, and the database itself to capture and analyze data. A

general-purpose DBMS is designed to allow the definition, creation, querying, update, and

administration of databases. Well-known DBMSs include MySQL, PostgreSQL,Microsoft

SQL Server, Oracle, Sybase and IBM DB2. A database is not generally portable across

different DBMSs, but different DBMS can interoperate by using standards such

as SQL and ODBC or JDBC to allow a single application to work with more than one DBMS.

Database management systems are often classified according to the database model that

they support; the most popular database systems since the 1980s have all supported

the relational model as represented by the SQL language.[disputed – discuss] Sometimes a DBMS is

loosely referred to as a 'database'.

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2.3.17 Use Of Punched Card The punched card was used once upon a time when instructions and data were entered in the form of

punched card. Data used to be read by the computer by the help of computer punched card reader.

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2.3.18 Use Of Magnetic Tape

The magnetic tape is a devise which is used to store data sequentially.

The above example shows a person is entering item code and item name which gets stored in

the magnetic tape.

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2.3.19 USE OF DELAY The Delay tag is used to delay the process by a particular time T

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3 .Creating my organization chart

3.1 How to a create a organization flow chart

STEP-1

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STEP-2

p

3.2 What are the shapes Sl No Name of the shape Shape Diagram Shape Role

1 Executive

The top level position in the company. The executive post can be simple executive post or a CEO(Chief Executing Officer) post. All managers, employees of all positions report to this chair if the hierarchy is such.

2 Manager

A manager is a guy who manages a department.A manager can be senior

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manager, Deputy manager, Assistant Manager, Junior Manager or simply a floor manager. The floor manager manage the entire floor of a huge shopping complex or a huge hospital. Assistant managers or the the junior managers come at the lowest level of the manager category when it comes to position. Jobs done by a data entry operator are reported to Assistant manager. Assistant Managers in turn report to deputy manager and deputy managers report to Senior manager. Senior manager report to CEO.

3 Position

These involve other positions other than managers in a company .These include Say in hospitals Senior surgeon, anesthesia doctor, junior surgeon

4 Consultant

This involves people who work for the organization on contractual basis. These include Visiting consultants to a hospital who charge per visit to patient. Permanent consultants who are paid a share of the amount of money for the number of patients they see .

5 Vacancy

This involves other posts

6 Assistant

The assistant is a person who assists another person in any job.

7 Team Frame

The team frame is used to group officers in a team

8 Staff

In involves all the staff that work under an officer

9 Multiple shapes

Add multiple shapes under a shape

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10 Three positions

Used to add 3 positions to a sheet

11 Title and Date

Used to add title and date

12 Title

Used to add title

13 Dynamic connector

Used to add dynamic connector between shapes.

14 Dotted Line Report

Used to add Dotted Line report

LAYOUT

Center

Left

Left Offset

Right Offset

Stagger

Vertical

Center Left

Left Offset

Staff Left

Right

Center Right

Right Offset

Staff Right

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Single side

Single Top

Double side

Double Top

Re layout Automatically rearrange

the shapes in the organization chart preserving the layout styles chosen.

Best fit To the Page Automatically rearrange

the chart so that it fits to the page

Change Spacing Show the spacing dialog

box to set the amount of space between some or all shapes in the organization chart

Move Left/Up Move the selected subordinate shapes to the left in the horizontal layout or up in the vertical layout.

Move Right/Down Move selected subordinate shapes to the Right in the Horizontal Layout or Down in the Vertical Layout

Show/Hide Subordinates

This option is used to hide the subordinates under a higher position

Insert image into a shape

Delete Image From a shape

Show/Hide pictures inside the selected organization chart

Create synchronized

copy of selected sections Of a large organization chart on a different page

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Expand subordinates

Sets options for the appearance of the organization chart

Automatically create an

organization chart based on the data imported from workbook /Microsoft Exchange server directory

Export an organization

chart to ms work book or A text file

Create a report

comparing the data in the current organization chart with another version of organization chart.

3.3 Adding Shapes To The Drawing Board STEP-1

Drag Executive to the Drawing Board

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STEP-2

Clean up all an write as shown below

Step-3

Drag Manager and Place over Executive as shown below

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Step-4

Drag another Manager

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Step-5

Shape Up A Bit and do the modification.The Organization chart is prepared.

I have added the manager under Executive .you can try Executive under executive and other ways.

Step-6

To horizontal align select the entire diagram with the mouse as shown below

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STEP-7

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STEP-8

I click On Left Offset and the diagram changes accordingly

Step-9

Exporting the Organization chart To Excel

Click On Export to export the drawing to Excel Workbook

Step-10

Importing the Organization Chart from Excel

Open a new page in organization chart

Click on Import to import drawing from Excel Workbook

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4. Save As Other Formats To Save the MS VISO WORK IN ANY OTHER FORMAT USE SAVE AS AND CHOOSE THE FORMAT TO SAVE

YOUR WORK.

5.QUESTIONS 1. What is MS Visio and Why do we use it?

2. What are the components of MS Visio ?Describe.

3. What are the shapes that you have studied in MS Viso. Using Shapes describe the work flow of

an industry?

4. What is a flow chart? What are the shapes used in flowchart and what are their use?

5. Draw Flow chart to

a) Find even numbers from 1 to 50

b) Find odd numbers from 1 to 50

c) Find Prime numbers from 1 to 50

d) Find numbers divisible by 5 from 1 to 50

6. What is an organization chart and why it is used in every organization?

7. Draw and organization chart of an hospital Depicting Name , Designation, Gender, Role.

8. Can Ms Visio Be Stored in other Formats? If yes then how ?