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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

 

 

Tabla de contenidos provista por Syndetics

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

Notas de autor provistas por Syndetics

Chris Roth has always enjoyed creating pictures of any kind and absolutely enjoys the combination of computer technology with graphics. He has been working with Visio since The Beginning in 1992, when he was part of the Visio 1.0 team at then-extant Visio Corporation. Since then, he's continuously been busy helping customers incorporate diagrams, drawings, and visualizations into their daily business and to develop custom graphical solutions based on Visio.

A Microsoft Visio MVP since 2002, he has presented sessions at several Visio conferences and has written more than 250 articles about Visio for his "Visio Guy" website (www.visguy.com), which he launched in 2006.

Originally from Seattle, he currently lives with his wife and baby daughter in Munich, Germany. Away from family, laptop, and relaxing Bavarian beer gardens, he plays trombone with the TT Orchestra and the wind ensemble Pullacher Blasmusik.