Using Microsoft Visio 2010, Portable Documents

Using Microsoft Visio 2010   Get comfortable with Microsoft Visio 2010, the latest version of Microsoft Visio. Don’t just read about it: see it and hear it with step-by-step video tutorials and valuable audio sidebars delivered through the Free Web Edition that comes with every USING book. For the price of the book, you get online access anywhere with a web connection—no books to carry, updated content, and all the benefits of video and audio learning.   LEARN FAST, LEARN EASY, USING WEB, VIDEO, AND AUDIO   Show Me video walks through tasks you’ve just got to see   Tell Me More audio delivers insights straight from the experts    

Table of Contents:
Introduction     1 How This Book Is Organized     2 Using This Book     3 Special Features     4 About the USING Web Edition     4 1  Introducing Visio 2010     5 What Is Visio?     5 Getting Started: Creating a Simple Flowchart     6 Creating a Simple Visio Flowchart     7 What Kinds of Diagrams Can Visio Create?     9 Examples of What Visio Can Do     12 Connected Diagrams     12 Block Diagrams     13 Measured Drawings     15 What Visio Isn’t     16 Understanding Visio 2010 Editions     17 What’s New in Visio 2010?     17 Updated User Interface     17 Enhanced Diagramming Features     18 Getting Around in Visio Using the Fluent UI     20 The Ribbon     20 The Quick Access Toolbar     25 Right-click Context Menus     27 The Backstage Area     27 Status Bar     28 Working in the Visio Drawing Window     30 Task Panes     31 Page Tabs     32 Ruler & Grid     32 Multiple Drawing Windows     32 Getting a Handle on Shapes     33 Working Faster with Keyboard Shortcuts     37 Summary     38 2  Working Around the Diagram     39 Getting Started with a New Drawing     39 Navigating the Template Gallery     39 What Happens When You Start from a Template?     41 Creating a Blank Drawing     42 Creating a New Drawing from an Existing Drawing     44 Using Templates Online     46 Saving Diagrams     48 Saving Documents Using Save As     48 Saving Documents Using Save & Send     49 Configuring Auto Save     49 Finding and Managing Shapes     49 Navigating the Shapes Window     49 Quick Shapes—Accessing and Managing Frequently Used Shapes     51 Opening Other Stencils     53 Searching for Shapes     55 Saving Favorite Shapes     59 Managing and Organizing Your Favorite Shapes     60 Editing Existing Stencils     61 Creating a Custom Master Shape and a Custom Stencil     62 Understanding the Document Stencil     64 Managing and Styling Pages     66 Inserting Pages     66 Working with Background Pages     69 Inserting Backgrounds, Titles, and Borders     73 Renaming Pages     74 Reordering Pages     74 Controlling Page Size and Orientation     75 Setting Page Scales     77 Using Themes to Change the Look of Pages and Documents     79 Using the Theme Gallery Control     79 Setting Themes, Theme Colors, and Theme Effects     82 Applying Themes to Pages versus Documents     82 Preventing Theming     83 Setting Color Palettes and Themes     83 Using Visio Windows     84 Managing Windows     86 Using Full-Screen View     88 Summary     89 3  Organizing and Annotating Diagrams     90 Containers and Lists     90 Containers     90 Lists     95 Groups     100 Creating a Grouped Shape     101 When Not to Use Groups     103 Editing Inside a Group     103 Callouts     105 Using Visio 2010’s New Callouts     105 Using Legacy Callout Shapes     108 ScreenTips on Shapes     110 Adding ScreenTips to Shapes     110 Strategies for Using ScreenTips     111 Headers and Footers     112 Inserting Fields into Shape Text     114 Inserting Text Fields in Shape Text     115 Layers     117 Basic Layer Skills     117 Practical Application of Layers     120 Visio Layers for Power Users     121 Markup & Review     122 Comments     123 Markup     124 Ink     126 Summary     127 4  Connecting Shapes     129 Understanding Visio Connectors     129 Connecting Basics     129 Using the Connector Tool     133 Connectors Are Shapes, Too!     134 Connecting to Shapes versus Points on Shapes     135 Connecting Shapes in Multiple Ways     138 How Do I Connect Thee? Let Me Count the Ways     138 AutoConnect Arrows     139 Dragging, Splitting, and Deleting     140 Changing the Appearance of Connectors     142 Formatting Connectors     142 Changing Routing Style for Connectors     143 Controlling Line Jumps for Connectors     145 Manually Editing Connector Paths     147 Adding and Editing Connection Points     148 Adding and Removing Connection Points to Shapes     149 Summary     151 5  Aligning, Arranging, and Laying Out Shapes     152 Aligning and Arranging Shapes     152 Using the Dynamic Grid to Align Shapes as You Draw     152 Using Auto Align & Space to Clean Up Connected Diagrams     156 Aligning and Distributing Shapes Using Position Functions     157 Using the Grid, Ruler, and Guides     162 Nudging Shapes     164 Controlling Front-to-Back Positioning     165 Laying Out Shapes     167 Using Visio’s Layout Features     167 Fine-tuning Layout     173 Summary     177 6  Working with Individual Shapes     178 Copying and Duplicating Shapes     178 Constraining Drag and Repeating Copies     179 Creating a Table of Boxes     179 Quickly Formatting a Table of Boxes     181 Resizing and Rotating Shapes     182 Resizing 2D Shapes     183 Resizing 1D Shapes     183 Rotating 2D Shapes     183 Formatting Individual Shapes     185 Changing Line, Fill, and Text Attributes     185 Which Formatting Attributes Can Be Edited?     186 Curing Menu Cascade-itis     187 Finding More Options     189 Formatting Groups     190 Setting Default Formatting     192 Working with Text     192 Creating and Editing Text Blocks     193 Editing and Formatting Text     196 Text Resizing Behavior     200 Using Special Shape Features     201 Right-Click Actions     202 Shape Data Fields     202 Control Handles     203 Hyperlinks     204 Action Tags     206 Double-Clicking     206 Importing Graphics     207 Using Images as Shapes in Visio     207 Adding Clip Art to Your Diagrams     211 Adding Excel Charts to Your Diagrams     213 Importing Vector Graphics     214 Importing AutoCAD Drawings     215 Summary     219 7  Working with Data     220 Introducing Shape Data Fields     220 Exploring Shape Data     220 Types and Uses of Shape Data     223 Creating and Using Shape Data Fields     224 Adding Simple Data Fields     225 Choosing Shape Data Field Types     226 Creating Lists and Controlling Formatting     227 Saving Sets of Shape Data Fields     229 Displaying Shape Data in Shape Text     232 Shape Data Labels versus Names     234 Creating Reports     237 Introducing the Report Definition Wizard     238 Grouping and Totaling Items in a Report     241 Using Reports with Other Documents     244 Linking External Data to Shapes     245 Preparing the Data     246 Preparing the Light Bulb Shape for Data Linking     247 Using the Database Wizard     248 Using Link Data     257 Introducing Data Graphics     262 What Is a Data Graphic?     262 Creating Data Graphics     264 Applying Data Graphics to Shapes     267 Other Data-Enabled Solutions in Visio     268 Summary     270 8  Tips for Creating Specific Types of Diagrams     271 Tips for Creating Process and Flowchart Diagrams     271 Working with Autoresizing Flowchart Shapes     271 Connecting to Decision Shapes     272 Creating Subprocesses to Drill Down to Details     273 Managing Swimlanes and Phases in Cross-functional Flowcharts     275 Numbering Shapes     277 Validating Diagrams     277 Business Process Diagrams (BPMN) and SharePoint Workflows     278 Tips for Creating Network Diagrams     279 Logical Network Diagrams     279 Rack Diagrams     280 Tips for Creating Block Diagrams     282 Blending Block Shapes Together     282 3D Perspective Block Diagrams     283 Corner Rounding and Other Tips for Architecture Block Diagrams     284 Tips for Creating Timelines     286 Tips for Creating Organizational Charts     287 Drawing and Editing Org Charts by Hand     288 Generating Org Charts from Data Using the Wizard     290 Using Walls, Windows, and Doors in Office and Space Plans     293 Creating Building Plans Using Wall Shapes     293 Using Window, Door, and Space Shapes with Walls     295 Dimension Lines     297 Summary     299 9  Printing     300 Printing Basics     300 Printing from the Backstage Area     300 Print Preview     304 Experimenting with Printing Without Wasting Trees     307 Understanding Printing     310 Keeping Print Variables in Mind     310 Looking at a Complicated Print Job from a Simple Document     311 Headers and Footers and Print Margins     314 Printing Scenarios     316 Printing Part of a Diagram     316 Selectively Printing Elements in a Drawing     316 Printing Tiled Drawings     318 Printing Complex, Mixed-Orientation Drawings     321 Printing Any Size Drawing on Any Size Paper     322 Printing Multiple Drawings on a Single Sheet     325 Printing Scaled Drawings at Reduced Size     328 Printing High-Quality Materials     329 Summary     332 10  Sharing, Publishing, and Exporting Visio Diagrams     333 Sending Visio Files in Email     333 Sending a Visio File via Email     333 Creating Web Pages from Visio Drawings     334 Saving as Web Page     335 Exploring Visio-Generated Web Pages     337 Fine-tuning Web Pages and Battling Bugs     340 Saving as PDF or XPS Files     346 Saving a PDF or XPS Document     346 Saving Visio Files in XML Format     347 Saving Files in Older Visio Formats     348 Using Visio Graphics with Other Applications     349 Copying from Visio     349 Default Paste Behavior     349 Using Paste Special and Matching Themes Across Applications     350 Using Visio Graphics Outside Office     352 Exporting Visio Graphics to Other Formats     352 Saving Bitmapped Images     353 Saving to Vector Formats     356 Working with SharePoint     357 Working with Files in Document Libraries     357 Introducing Visio Services for SharePoint 2010     360 Cleaning Up Documents     361 Setting Document Properties     361 Removing Personal Information     362 Reducing File Size     363 Summary     364 Index     365     The following chapter can be accessed online at quepublishing.com/using:   11  Developing Custom Visio Solutions     PDF: 1 Introducing the Notes Shape     PDF: 1 Using the Developer Ribbon Tab     PDF: 2 Creating SmartShapes with the ShapeSheet     PDF: 3 Introducing the ShapeSheet     PDF: 3 Creating Smart Geometry in the ShapeSheet     PDF: 5 Understanding Visio’s Coordinate System     PDF: 9 Controlling Grouped Shapes with the ShapeSheet     PDF: 10 Linking Subshape Text to Shape Data Fields     PDF: 14 Modifying the Text Block Using the ShapeSheet     PDF: 17 Adding Right-Click Actions to the SmartShape     PDF: 18 Introducing Automation and VBA Code     PDF: 20 Exploring the VBA Development     PDF: 20 Using the Macro Recorder to Generate Code     PDF: 24 Calling VBA Code from a SmartShape     PDF: 27 Distributing Templates and Stencils     PDF: 29 Creating a Template with a Document Stencil     PDF: 29 Creating a Separate Stencil for Shape and Code Delivery     PDF: 32 Creating a Template with a Separate Stencil     PDF: 35 Locating Visio Development Resources     PDF: 35 Books About Visio Development and Customization     PDF: 36 Websites About Visio Development and Customization     PDF: 36 Summary     PDF: 37