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Microsoft Visio 2016 Step By Step: (Step by Step)

Microsoft Visio 2016 Step By Step: (Step by Step)


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About the Book

The quick way to learn Microsoft Visio 2016! This is learning made easy. Get more done quickly with Visio 2016. Jump in wherever you need answers--brisk lessons and colorful screenshots show you exactly what to do, step by step. Get results faster with starter diagrams Diagram processes, organizations, networks, and datacenters Add styles, colors, and themes Enhance diagrams with data-driven visualizations Link to external data sources, websites, and documents Add structure to diagrams with containers, lists, and callouts Validate flowchart, swimlane, and BPMN diagrams Collaborate and publish with Visio Services and Microsoft SharePoint 2016 Look up just the tasks and lessons you need

Table of Contents:
Introduction     xiii Who this book is for     xiii The Step by Step approach     xiii Sidebar: Adapt procedure steps     xiv Download the practice files     xvi Ebook edition     xviii Get support and give feedback     xix Errata and support     xix We want to hear from you     xix Stay in touch     xix Part 1: Create Visio diagrams Chapter 1: Get started with Visio 2016     3 Identify the editions of Visio 2016     4 Discover new features in Visio 2016     4 Get started in Visio 2016     7 Sidebar: Understand shapes, masters, stencils, and templates     8 Explore the Backstage view     13 The Info page     14 The New page     16 The Open page     17 The Save command     17 The Save As page     18 The Print page     18 The Share page     18 The Export page     20 The Close command     20 The Account page     20 The Visio Options dialog box     22 Understand tool tabs and add-in tabs     23 Use tool tabs     23 Use add-in tabs     24 Begin quickly by using starter diagrams     25 Explore the drawing window     28 Sidebar: How do I scroll through page name tabs?     32 Manage the Shapes window     33 Pan and zoom in the drawing window     37 Skills review     41 Practice tasks     42 Chapter 2: Create diagrams     45 Place shapes by using the Dynamic Grid     46 Select shapes     51 Copy, paste, and duplicate shapes     53 Position shapes by using rulers and guides     55 Use rulers to align and size shapes     56 Use guides to align and size shapes     57 Resize, reposition, and reorient shapes     60 Use control handles     60 Use the Size & Position window     62 Connect shapes by using lines     65 Sidebar: Create 2-D shapes by using the line tools     69 Connect shapes by using dynamic connectors     70 Connect to shapes that contain connection points     70 Connect to shapes that do not contain connection points     72 Change connector style and segmentation     74 Sidebar: Identifying 1-D shapes and types of glue     76 Use AutoConnect and Quick Shapes     77 Use AutoAdd and AutoDelete     83 Use AutoAdd     84 Use AutoDelete     86 Skills review     87 Practice tasks     88 Chapter 3: Manage text, shapes, and pages     95 Manage shape text     96 Add text to shapes     96 Reposition and resize shape text     98 Orient shape text     99 Create and format text boxes     102 Add ScreenTips and comments     104 Insert pictures     109 Replace shapes     111 Group shapes     114 Understand and use layers     116 Manage pages     120 Work with foreground pages     122 Configure foreground pages     125 Manage Auto Size     128 Work with background pages and borders     130 Skills review     134 Practice tasks     135 Chapter 4: Create business process diagrams     139 Select a flowchart template     140 Visio Standard     140 Visio Professional     141 Sidebar: Vertical or horizontal?     142 Create flowcharts     142 Sidebar: Dynamic or static glue?     146 Understand swimlane diagrams     149 Sidebar: Add-in tabs     150 Build swimlane diagrams     152 Understand BPMN     155 Design BPMN diagrams     158 Create subprocesses     164 Skills review     167 Practice tasks     168 Chapter 5: Create organization charts     171 Understand organization charts     172 Review new features     172 Use org chart templates     173 Build organization charts manually     173 Use existing data to create an organization chart     177 Use the Organization Chart Wizard with new data     185 Alter layout and appearance     187 Change the layout     187 Arrange shapes     189 Change shape appearance     191 Sidebar: The names keep changing!     193 Work with pictures     195 Apply themes     197 Import photographs as you create organization charts     198 Skills review     201 Practice tasks     202 Chapter 6: Add style, color, and themes     205 Align and space shapes     206 Align shapes     206 Sidebar: What’s in front?     207 Space and orient shapes     209 Align and space shapes automatically     211 Understand theme concepts     213 Sidebar: Hand-drawn themes     215 Apply themes and variants     216 Choose themes and variants     216 Customize themes and variants     219 Use effects and Quick Styles     221 Highlight shapes by using effects     222 Embellish shapes by using Quick Styles     225 Apply solid, gradient, and pattern fills     227 Apply line colors and patterns     230 Use the Format Painter     233 Skills review     234 Practice tasks     235 Chapter 7: Create network and datacenter diagrams     239 Build basic network diagrams     240 Build detailed network diagrams     242 Use 3-D equipment shapes     244 Sidebar: Where can I find more network shapes?     246 Create rack diagrams     247 Sidebar: What is a scaled drawing?     252 Change the drawing scale     255 Sidebar: Enhance your network diagrams     259 Run computer and network reports     260 Skills review     261 Practice tasks     262 Part 2: Add data to your diagrams Chapter 8: Work with shape data     267 Understand shape data     268 View shape data     269 Sidebar: Another way to view shape data     272 Sidebar: Finding the Shape Data window     274 Edit shape data     275 Modify shape data field attributes     279 View shape data field attributes     279 Change shape data field attributes     281 Define shape data fields     283 Insert fields     284 Run predefined reports     286 Create or modify reports     291 Skills review     296 Practice tasks     297 Chapter 9: Visualize your data     301 Enhance diagram effectiveness     302 View network and datacenter performance     302 Improve processes     304 Manage casino operations     305 Manage employee performance     305 Assess risks     306 Create data graphics     308 Apply data graphics     313 Edit data graphics     316 Create data graphic legends     319 Skills review     320 Practice tasks     321 Chapter 10: Link to external data     325 Understand data linking     326 Use Quick Import     327 Use Custom Import     330 Link your diagram to data     330 Link data to your shapes     333 Manage linked data     339 Identify links     339 Change column settings     339 Unlink data from shapes and diagrams     340 Use data graphic options for linked data     341 Refresh linked data     344 Skills review     346 Practice tasks     347 Part 3: Enhance and share diagrams Chapter 11: Add and use hyperlinks     353 Follow hyperlinks     354 Enhance diagrams by adding hyperlinks     355 Open the Hyperlinks dialog box     355 Link to another Visio page     356 Sidebar: What is a shape name? Where do I find it?     358 Link to a website     360 Link to a document     361 Link to a specific location in a document     362 Edit and delete existing hyperlinks     364 Add multiple hyperlinks     365 Understand relative and absolute hyperlinks     365 Set the hyperlink base     370 Skills review     372 Practice tasks     373 Chapter 12: Print, reuse, and share diagrams     375 Preview and print drawings     376 Remove personal information     380 Sidebar: What is Information Rights Management?     384 Create graphics     386 Save drawings in other file formats     390 Create templates     394 Sidebar: Where do I store custom templates?     395 Share diagrams by using the Visio Viewer     397 Publish diagrams to the web     398 View web-published diagrams     398 Set publishing options     404 Sidebar: What’s in a Visio-generated website and where is it stored?     410 Skills review     411 Practice tasks     412 Chapter 13: Add structure to your diagrams     415 Understand containers, lists, and callouts     416 Compare groups and containers     417 Organize shapes by using containers     423 Use containers     424 Format containers     426 Sidebar: On the border     428 Organize shapes by using lists     430 Add shapes to lists     431 Format and size lists     434 Find containers and lists in Visio     434 Explore swimlanes     435 Build wireframes     437 Insert data graphic legends     439 Annotate shapes by using callouts     440 Skills review     444 Practice tasks     445 Chapter 14: Validate diagrams     447 Understand Visio rules     448 Validate flowcharts and swimlane diagrams     449 Validate flowcharts     449 Validate swimlane diagrams     454 Validate BPMN diagrams     456 Reuse existing validation rule sets     457 List the rules in a rule set     458 Create new validation rules     458 Skills review     460 Practice tasks     461 Chapter 15: Collaborate and publish diagrams     463 Understand Visio Services in SharePoint     464 Store diagrams in SharePoint     466 View diagrams by using a web browser     469 Refresh diagrams saved in SharePoint     471 Collaborate on diagrams     476 Comment on diagrams     477 Coauthor diagrams     483 Skills review     489 Practice tasks     490 Appendix A: Look behind the curtain     493 Appendix B: Keyboard shortcuts for Visio     515 Glossary     525 Index     535 About the author     555

About the Author :
Scott A. Helmers is a Microsoft Most Valuable Professional (MVP) for Microsoft Visio and is the primary Visio expert at Experts-Exchange.com. He has helped companies create custom Visio add-ins to enhance organizational efficiency and employee productivity, and has taught thousands of people how to use technology more effectively. He is Vice President of Product Planning and Support at the Harvard Computing Group, a software and consulting firm that helps clients understand and implement business process solutions. Scott is a co-inventor of TaskMap (www.taskmap.com), a Visio add-in that anyone can use to document and improve all of the important aspects of any business process. Scott has worked with clients in Afghanistan, Egypt, India, Ireland, Jordan, Malaysia, Saudi Arabia, Singapore, Canada, and the United States on projects involving knowledge management, specification of new IT systems, process mapping and redesign, and technology training. In addition, he has been an Adjunct Professor at both Northeastern University and Boston University. Scott is the author of three previous books:  Microsoft Visio 2013 Step by Step (Microsoft Press, 2013),  Microsoft Visio 2010 Step by Step (Microsoft Press, 2011), and  Data Communications: A Beginner's Guide to Concepts and Technology (Prentice-Hall, 1989). He also contributed Chapter 9, "Visio and Visio Services," to  Business Intelligence in Microsoft SharePoint 2013 by Norm Warren, Mariano Neto, Stacia Misner, Ivan Sanders, and Scott Helmers (Microsoft Press, 2013). Information about Scott's books is available at www.VisioStepByStep.com. When not working or spending time with his family in Andover, Massachusetts, Scott can usually be found on his bicycle or working with a local community theater company.


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Product Details
  • ISBN-13: 9780735699557
  • Publisher: Microsoft Press,U.S.
  • Publisher Imprint: Microsoft Press,U.S.
  • Language: English
  • Series Title: Step by Step
  • ISBN-10: 0735699550
  • Publisher Date: 30 Nov 2015
  • Binding: Digital download
  • No of Pages: 560
  • Weight: 1 gr


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