Programming Logic - Beginning
Condensed Guide to Using Microsoft’s
Starting Visio Click the Start Button, choose Programs, click on Microsoft Visio From the Category list on the left side of the screen, select Flowchart Then, from the selections that appear in the middle of the screen, select Basic Flowchart The Basic Flowchart template will appear on the left side of the screen, providing access to all your favorite flowchart symbols. 5) A new document appears on the right. You may want to change the zoom (toolbar) to 100% to get a better view. 1) 2) 3) 4)
General Procedures 1) 2) 3) 4) 5) 6) Set diagram layout Add shapes to diagram Label Shapes Connect shapes Add remaining labels and symbols Save diagram
General Guidelines 1) Don’t forget the undo button. Visio has multiple levels of undo. 2) To select multiple objects: a) Drag a box around the objects (you must completely surround the objects—objects that are merely touched are not selected. b) Shift-click an object to add it or remove it from the list
Setting Diagram Layout 1) Select File | Page Setup from menu 2) Select the Print Setup… tab (if necessary) 3) Specify Portrait or Landscape orientation (usually portrait for flowcharts, landscape for hierarchy charts) 4) Click the OK button. Click the OK button in the Page Setup Dialog box.
Adding Shapes to Diagram 1) Drag shapes from template to diagram 2) Use handles to resize shapes 3) To quickly copy custom sized shapes: a) Select shape to copy (click it) b) Ctrl-drag shape to new location c) Repeat as many times as desired 4) Aligning shapes a) To simplify aligning shapes, you might want to display the Action toolbar (right-click any toolbar and select it). b) Select shapes to align First select the master shape—the one the others should align to. The first shape you select with have green handles designating it as the master shape (the others will have light blue handles). Drag box around shapes or Shift-click shapes to add/remove from list c) Click and hold on Align Shapes button----------------d) Select alignment type 5) Adjust shape spacing a) To simplify adjusting spacing, you might want to display the Action toolbar (right-click any toolbar and select it). b) Select shapes to space c) Click and hold on Distribute Shapes button----------d) Select distribution type (Shapes will evenly distribute between left-most and right-most shapes or top-most and bottom-most shapes)
Labeling Shapes 1) Click the shape to label to select it (if necessary) 2) Type label for shape a) Visio will automatically zoom in on the shape to make entering text easier b) Visio will automatically wrap text that does not fit in the current shape c) Press Enter to move to the next line of the label before Visio does 3) Adjust font and size for text a) Drop down list of fonts to change character appearance b) Drop down size list to change size of characters c) Drop down the color list to change the text color d) To change the appearance of only a part of the label, select the desired text, then change its appearance. 4) Click outside of shape to lock in text (Visio will automatically zoom back out if it zoomed in) (Caution: if you click on another shape before allowing Visio to zoom out, Visio will forget to zoom back out) 5) Repeat for all shapes
Connecting Shapes 1) Click the Connector Tool button on the toolbar ------------------2) Touch the connector “x” on the first shape (a red box will surround the connector x) 3) Drag to the connector “x” on the second shape till a red box appears, then release the mouse button. Visio will automatically connect the shapes in an appropriate manner (see 6. to change) 4) Repeat for all shapes 5) Click the Pointer Tool on the toolbar -----------------------6) If necessary, adjust connecting lines a) Click on connector to change (Shift-click to select multiple connectors) b) Change the line weight, line color, line pattern, and/or line ends as necessary using the toolbar buttons. 7) You can move the connector end points simply by dragging them to another “x” on the shape.
Adding Remaining Labels and Symbols 1) At this point, it often helps to zoom in to 100% 2) Hierarchy chart parameter arrows a) Click and hold the Line Tool button on the toolbar ------------b) Place cursor where line should start and drag to where line should end Tip: Press the Shift key while dragging to draw straight lines c) If necessary, change the appearance of the line (width, pattern, color, ends) using the appropriate toolbar buttons d) To prepare for the next step, ensure no objects are selected (click in an open area) e) To enter the name(s) of the parameter(s), click the Text Tool on the toolbar-f) Drag a small box in an open area on the diagram. g) Type the name of the parameter(s), press Enter to move down to the next line h) Adjust the size of the text box as necessary by dragging the handles i) Adjust the size of the font as necessary (size 6 or 8 works best) j) Change the alignment to left if desired k) Click the Pointer Tool on the toolbar, then drag the text box to the desired location DO NOT REPEAT THIS PROCESS FOR THE REMAINING PARAMETERS!! a) Select the arrow and its text and copy them (Ctrl-Drag) to the next location. b) Double-click the copied text box to change its contents c) Click the arrow to change arrow direction if necessary
3) Flowchart Line labels a) Ensure no objects are selected (click in an open area) b) To enter the label, click the Text Tool on the toolbar-c) Drag a small box in an open area on the diagram. d) Type the label, press Enter to move down to the next line e) Adjust the size of the text box as necessary by dragging the handles f) Adjust the size of the font as necessary (size 6 or 8 works best) g) Click the Pointer Tool on the toolbar, then drag the text box to the desired location DO NOT REPEAT THIS PROCESS FOR THE REMAINING LABELS!! a) Select the text and copy it to the next location. b) Double-click the copied text box to change its contents Multiple Page Flowcharts Most of your flowcharts (after the first few) will include more than one page. Visio treats pages like Excel treats workbooks. Visio files can contain more the one page. Each page is represented by a tab at the bottom of the window. To insert a new page in a file: Select InsertNew Page from the menu or Right-click any tab and choose Insert Page To make your pages easier to manage, you’ll need to rename the tab. To rename a tab: Double-click the tab and type in the new name or Right-click the tab, choose Rename and type in the new name.
Saving a Visio Drawing Before printing your diagram you should save it. Occasionally, printing will lock up the computer. If you have not saved your diagram, you might not get another chance to. I suggest you save often. If you don’t want to redo it, save it. 1) 2) 3) 4) Click the Save button on the toolbar (or File | Save) Specify the drive, folder and name for your diagram. Click the Save button If this is the first time you’ve saved a diagram, Visio will display the Drawing Properties dialog box. Fill in any information you want, then click the OK button. Whatever you enter in the Description box will appear the next time you access the open dialog box. Visio displays the description for the currently selected file. You can simply ignore this dialog box by clicking the OK button.
Printing a Visio Drawing 1) Ask yourself—do I really need to print this? If you’re not sure (or the answer is no) skip the rest of this. 2) Save the drawing first (see above) 3) Click the Print Preview button on the toolbar -----------------4) Ensure none of your drawing touches the light gray border around the page. This is the printable area for the printer; anything that touches this area will not print. 5) If your diagram appears as you want, click the printer button on the toolbar-----------if not, click the close button and modify your diagram.