Microsoft ® Office Visio ® 2007 Training

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Microsoft ® Office Visio ® 2007 Training Powered By Docstoc
					              ®
Microsoft Office
     ®
Visio 2007 Training

Get to know Visio




                      Academic Computing Services
                      2010
    Course contents
• Overview: Communicate in a visual way

• Lesson 1: What Visio can do for you

• Lesson 2: Make your first diagram

• Lesson 3: A closer look at the Visio environment

Each lesson includes a list of suggested tasks and a set of
test questions.


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Overview: Communicate in a visual
way
              With Microsoft Office Visio 2007, you’ll
              have no doubt that a picture is worth a
              thousand words.
              •Discover the variety of diagrams you
              can make with this powerful software.
              Then create your first diagram. Plus,
              learn important basics about shapes
              and stencils.




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                                  2010
    Course goals
• Know what Visio does and what kinds of diagrams you
  can make with it.

• Know which edition of Visio 2007 you have and what that
  means for using it.

• Know how to make a diagram by dragging shapes into
  place and connecting them.

• Know how to zoom, resize, and add text to shapes.




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Lesson 1


       What Visio can do for you




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What Visio can do for you
•Visio is an intelligent diagramming program. It empowers
you to communicate in a visual manner, and helps make
your diagrams more meaningful, flexible, and responsive to
your needs.

•You can capture information in ways that are valuable for
you and your business.

Visio is more than a diagramming program.




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                                            2010
Business-process diagrams
                         •One of the most popular uses of
                         Visio is to illustrate business
                         processes.




A three-step flowchart




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Business-process diagrams
                         •Creating a diagram like this one is
                         easy. The shapes are already made
                         for you; all you have to do is drag
                         them into place, type some text, and
                         resize them a little.

                         The lines connecting shapes are
A three-step flowchart
                         called connectors. Connectors are
                         easily glued to shapes. When a
                         shape moves, the connector moves
                         as well.


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Business-process diagrams,
continued
                           •Here's an example of how powerful
                           Visio diagrams can be: If a portion of
                           your diagram needs additional
                           detail, you can create that detailed
                           portion separately and add a
                           hyperlink to it.

                           When you need a large and detailed
                           diagram, Visio is the right program
A flowchart with a
hyperlink to more detail
                           to use.




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                                               2010
Organization charts
                        •Organization charts are another
                        type of diagram frequently used in
                        business.

                        •Sure, the lines and shapes let you
                        easily see the reporting structure of
                        an organization. But here's where
                        Visio really shines: You can also
An organization chart   associate data with each shape in
                        the diagram.




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                                            2010
Organization charts
                        •Data for a shape is called custom
                        properties. In the case of
                        organization charts, you can select
                        an employee shape, and then
                        associate vital information—such as
                        location, phone number, and
                        department—so that this data
                        becomes part of the chart.
An organization chart




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                                           2010
Organization charts
                        After a few clicks, your chart is
                        made for you. You don't have to
                        enter each name and title by hand.
                        As mentioned, Visio is intelligent.
                        •Another powerful reason for
                        creating organization charts in Visio
                        is that you can automatically create
                        them by using information from a
An organization chart
                        data source.




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                                            2010
Brainstorming diagrams
                          •A brainstorming diagram, available
                          in both Visio Standard and Visio
                          Professional, can help you record
                          and develop any set of related ideas
                          or information, such as new
                          business strategies, book outlines,
                          meeting minutes, or travel plans.

A brainstorming diagram
and its outline




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Brainstorming diagrams
                          •There are two ways to create this
                          kind of diagram:
                          • You can create the diagram
                            visually by dragging shapes into
                            place.
                          • You can create the diagram
                            automatically by typing an outline
A brainstorming diagram     in the outline window. This way,
and its outline             Visio creates the shapes for you.




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                                             2010
Building plans
                   •You can also create precise
                   building plans in Visio. Notice that
                   this diagram provides an overhead
                   view of walls, doors, windows, and
                   furniture.
                   Also note that the shapes for
                   furniture, equipment, and even
                   plants are already made for you. You
An office layout   do not have to draw these yourself.




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Building plans
                   •And unlike with other simple
                   diagramming programs, with Visio
                   you can specify a scale of
                   measurement.
                   Another example of Visio
                   intelligence: You can add dimension
                   lines to walls, as shown here. With
                   these lines, you can determine
An office layout   whether larger items will fit in the
                   available space.



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Network diagrams
                •Another business diagram that you
                can make with Visio Professional is
                a network diagram. You can make a
                simple diagram or a very detailed
                one.
                In addition, if you add custom
                properties to each shape (like asset
                number, network address, or
A network map   computer name), you can then run
                detailed inventory reports right
                within Visio.


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Web diagrams
                 •Visio Professional also helps you
                 make Web diagrams, such as a
                 Web site map. Each shape in the
                 map represents a link on a Web site
                 and includes information about the
                 link type and location.

                 •You can use the map to analyze
A Web site map   your site's organization or to classify
                 the site's content.




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                                      2010
Lesson 2


           Make your first diagram




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Make your first diagram
               •Select, drag, move, resize, type,
               zoom, connect. By now, you're
               probably ready to see how to
               create a diagram. Let's investigate
               the details of working with Visio.




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Start Visio

• Go to Start->Programs->Microsoft Office->Visio




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Choose a template
                       •You begin creating a diagram by
                       choosing a template.
                       • After you choose a template, a
                         blank drawing page appears.
                       • To the left of that page, a
                         collection of shapes appears that
Start a diagram by       you can use in the diagram.
choosing a template.




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Drag shapes onto the page
                          •After you choose a template, the
                          drawing page appears blank. This is
                          different from templates in many
                          other programs.

                          •But in a Visio template, shapes
                          appear to the left of the empty
How to drag shapes onto   drawing page—waiting for you to
the page                  drag them onto the page.




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Move the shapes
                      •Moving a shape is easy: Just click
                      any shape to select it, and then drag
                      it to a new location.

                      •You can also move many shapes at
                      once. To do that, click a blank area
                      of the drawing page, and then drag
How to move several   to create a selection rectangle
shapes at once
                      around the shapes.




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Resize shapes
                        •You can resize shapes by dragging
                        their corner, side, or bottom
                        selection handles.

                        •You can also resize many shapes
                        at once. To do that, select more than
                        one shape, and then drag a
How to resize a shape   selection handle. That's rectangle
                        first, handle next.




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Add text to shapes
                     •You can add text to shapes. There
                     are a couple of ways to accomplish
                     this. The easiest way is to just click
                     the shape, and start typing.




How to add text to
shapes




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Zoom to see better
                    •If the shapes in your diagram are
                    too small to work with, you'll want to
                    zoom in closer.

                    •To zoom in on the shapes in your
                    diagram, hold down the
                    CTRL+SHIFT keys while you drag a
How to zoom in on   selection rectangle around the
shapes
                    shapes.




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                                         2010
Connect shapes
                        •Connecting shapes is one of the
                        hallmark strengths of Visio. To do it,
                        you:
                        • Switch from the Pointer Tool to
                          the Connector Tool on the
                          Standard toolbar.
How to connect shapes   • Draw a line from one connection
                          point to another.
                        • When you're done, switch back to
                          the Pointer Tool.


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Lesson 3


     A closer look at the Visio environment




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A closer look at the Visio environment
                        •Sure, it's fun to create diagrams,
                        label them, and move the parts
                        around. But you really want to
                        understand Visio because you
                        know there's more you can do.

                        •This is your chance to get a closer
                        look at templates, stencils, and
Take a closer look at   shapes—three very important parts
Visio.                  of the Visio program.




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                                            2010
A closer look at templates
                          •Let’s take a closer look at the
                          concept of a Visio template. As you
                          saw in a previous lesson, when you
                          choose a template in Visio, you get
                          a blank drawing page and a handful
                          of shapes to the left of the page.

                          •But that's not all your choice brings
Special tools come with   you. With a template, you get other
the Organization Chart    special tools to help you with your
template.                 diagram.



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A closer look at templates
                          •For example, when you choose an
                          organization chart template, you get
                          the following:
                          1. A special Organization Chart
                             toolbar that makes chart layout
                             easier.
                          2. An Organization Chart menu
Special tools come with      that provides commands to help
the Organization Chart       you work with the chart.
template.




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                                              2010
A closer look at shapes and stencils
                       •Shapes are another reason why
                       Visio is so powerful. So let's take a
                       closer look at them.
                       1. The Shapes window is to the left
                          of your drawing page. This
                          window contains stencils.
                          Stencils aren't the actual shapes
                          themselves. Stencils are useful
Where to find shapes
                          groupings of shapes.
and stencils




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A closer look at shapes and stencils
                       2. These are stencils. In this
                          illustration, you see three stencils.
                          The Organization Chart
                          Shapes stencil is the active one.
                          The other two stencils are
                          Borders and Tiles and
                          Backgrounds. To see those
                          stencils' shapes, click the name of
Where to find shapes      the stencil you want.
and stencils




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A closer look at shapes and stencils
                       3. Inside each stencil are shapes.
                          Shapes are what you drag onto
                          the page.




Where to find shapes
and stencils




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                                          2010
Shapes that are smart
                     •Visio enables you to format, fill,
                     rotate, and resize shapes. And with
                     several of the shapes, Visio does
                     much, much more.

                     •Many shapes are smart—they have
                     special built-in features that help out
Shapes in an         with the particular kind of diagram
organization chart   you're working on.




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A closer look at the New button
                      •You're probably used to clicking the
                      New button in various programs to
                      quickly open a new document or file.
                      In Visio, things are a bit different.

                      •The Visio New button can be used
                      in several ways.

The New button is
different in Visio.




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                                          2010
A closer look at the New button
                      •Start without a template: If you
                      don't have any diagrams open,
                      clicking the New button will open a
                      new drawing page with no
                      associated template. You can then
                      search for shapes in the Shapes
                      window, as the illustration on the left
                      shows.
The New button is
different in Visio.




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                                           2010
A closer look at the New button
                      •Borrow a template: If you have a
                      diagram open that is based on a
                      template, clicking the New button
                      will open a new drawing page that is
                      based on that same template.




The New button is
different in Visio.




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A closer look at the New button
                      •Pick a template: The New button
                      has a small arrow on it. If you click
                      that arrow, you'll see the same list of
                      templates that you worked with
                      earlier in this course. Choose a
                      template from that list, and you'll get
                      a new drawing page based on that
                      template.
The New button is
different in Visio.




                                           Academic Computing Services
                                           2010