Microsoft Visio 2016 Step By Step

2016·23.35 MB·English

by  Scott A. Helmers

Cover Page: 1
Title Page Page: 2
Copyright Page Page: 3
Contents Page: 4
Introduction Page: 5
Who this book is for Page: 5
The Step by Step approach Page: 5
Download the practice files Page: 5
Ebook edition Page: 5
Get support and give feedback Page: 5
Errata and support Page: 5
We want to hear from you Page: 5
Stay in touch Page: 5
Part 1: Create Visio diagrams Page: 6
1. Get started with Visio 2016 Page: 7
Identify the editions of Visio 2016 Page: 7
Discover new features in Visio 2016 Page: 7
Get started in Visio 2016 Page: 8
Explore the Backstage view Page: 9
The Info page Page: 9
The New page Page: 10
The Open page Page: 10
The Save command Page: 10
The Save As page Page: 10
The Print page Page: 10
The Share page Page: 10
The Export page Page: 10
The Close command Page: 10
The Account page Page: 10
The Visio Options dialog box Page: 11
Understand tool tabs and add-in tabs Page: 11
Use tool tabs Page: 11
Use add-in tabs Page: 11
Begin quickly by using starter diagrams Page: 11
Explore the drawing window Page: 12
Manage the Shapes window Page: 13
Pan and zoom in the drawing window Page: 14
Skills review Page: 14
Practice tasks Page: 15
Identify the editions of Visio 2016 Page: 15
Discover new features in Visio 2016 Page: 15
Get started in Visio 2016 Page: 15
Explore the Backstage view Page: 15
Understand tool tabs and add-in tabs Page: 15
Begin quickly by using starter diagrams Page: 15
Explore the drawing window Page: 15
Manage the Shapes window Page: 15
Pan and zoom in the drawing window Page: 15
2. Create diagrams Page: 16
Place shapes by using the Dynamic Grid Page: 16
Select shapes Page: 17
Copy, paste, and duplicate shapes Page: 18
Position shapes by using rulers and guides Page: 18
Use rulers to align and size shapes Page: 18
Use guides to align and size shapes Page: 19
Resize, reposition, and reorient shapes Page: 19
Use control handles Page: 19
Use the Size & Position window Page: 20
Connect shapes by using lines Page: 20
Connect shapes by using dynamic connectors Page: 22
Connect to shapes that contain connection points Page: 22
Connect to shapes that do not contain connection points Page: 22
Change connector style and segmentation Page: 23
Use AutoConnect and Quick Shapes Page: 24
Use AutoAdd and AutoDelete Page: 25
Use AutoAdd Page: 25
Use AutoDelete Page: 26
Skills review Page: 26
Practice tasks Page: 26
Place shapes by using the Dynamic Grid Page: 26
Select shapes Page: 26
Copy, paste, and duplicate shapes Page: 26
Position shapes by using rulers and guides Page: 26
Resize, reposition, and reorient shapes Page: 26
Connect shapes by using lines Page: 27
Connect shapes by using dynamic connectors Page: 27
Use AutoConnect and Quick Shapes Page: 27
Use AutoAdd and AutoDelete Page: 27
3. Manage text, shapes, and pages Page: 28
Manage shape text Page: 28
Add text to shapes Page: 28
Reposition and resize shape text Page: 28
Orient shape text Page: 29
Create and format text boxes Page: 29
Add ScreenTips and comments Page: 30
Insert pictures Page: 31
Replace shapes Page: 31
Group shapes Page: 31
Understand and use layers Page: 32
Manage pages Page: 33
Work with foreground pages Page: 34
Configure foreground pages Page: 34
Manage Auto Size Page: 35
Work with background pages and borders Page: 35
Skills review Page: 36
Practice tasks Page: 36
Manage shape text Page: 36
Create and format text boxes Page: 36
Add ScreenTips and comments Page: 37
Insert pictures Page: 37
Replace shapes Page: 37
Group shapes Page: 37
Understand and use layers Page: 37
Manage pages Page: 37
4. Create business process diagrams Page: 38
Select a flowchart template Page: 38
Visio Standard Page: 38
Visio Professional Page: 38
Create flowcharts Page: 38
Understand swimlane diagrams Page: 39
Build swimlane diagrams Page: 40
Understand BPMN Page: 41
Design BPMN diagrams Page: 42
Create subprocesses Page: 43
Skills review Page: 43
Practice tasks Page: 44
Select a flowchart template Page: 44
Create flowcharts Page: 44
Understand swimlane diagrams Page: 44
Build swimlane diagrams Page: 44
Understand BPMN Page: 44
Design BPMN diagrams Page: 44
Create subprocesses Page: 44
5. Create organization charts Page: 45
Understand organization charts Page: 45
Review new features Page: 45
Use org chart templates Page: 45
Build organization charts manually Page: 45
Use existing data to create an organization chart Page: 46
Use the Organization Chart Wizard with new data Page: 47
Alter layout and appearance Page: 48
Change the layout Page: 48
Arrange shapes Page: 48
Change shape appearance Page: 49
Work with pictures Page: 49
Apply themes Page: 50
Import photographs as you create organization charts Page: 50
Skills review Page: 50
Practice tasks Page: 51
Understand organization charts Page: 51
Build organization charts manually Page: 51
Use existing data to create an organization chart Page: 51
Use the Organization Chart Wizard with new data Page: 51
Alter layout and appearance Page: 51
Import photographs as you create organization charts Page: 51
6. Add style, color, and themes Page: 52
Align and space shapes Page: 52
Align shapes Page: 52
Space and orient shapes Page: 53
Align and space shapes automatically Page: 53
Understand theme concepts Page: 53
Apply themes and variants Page: 54
Choose themes and variants Page: 54
Customize themes and variants Page: 55
Use effects and Quick Styles Page: 55
Highlight shapes by using effects Page: 55
Embellish shapes by using Quick Styles Page: 56
Apply solid, gradient, and pattern fills Page: 57
Apply line colors and patterns Page: 57
Use the Format Painter Page: 58
Skills review Page: 58
Practice tasks Page: 58
Align and space shapes Page: 58
Understand theme concepts Page: 59
Apply themes and variants Page: 59
Use effects and Quick Styles Page: 59
Apply solid, gradient, and pattern fills Page: 59
Apply line colors and patterns Page: 59
Use the Format Painter Page: 59
7. Create network and datacenter diagrams Page: 60
Build basic network diagrams Page: 60
Build detailed network diagrams Page: 60
Use 3-D equipment shapes Page: 61
Create rack diagrams Page: 61
Change the drawing scale Page: 63
Run computer and network reports Page: 64
Skills review Page: 64
Practice tasks Page: 64
Build basic network diagrams Page: 64
Build detailed network diagrams Page: 64
Use 3-D equipment shapes Page: 64
Create rack diagrams Page: 64
Change the drawing scale Page: 64
Run computer and network reports Page: 64
Part 2: Add data to your diagrams Page: 65
8. Work with shape data Page: 66
Understand shape data Page: 66
View shape data Page: 66
Edit shape data Page: 67
Modify shape data field attributes Page: 68
View shape data field attributes Page: 68
Change shape data field attributes Page: 69
Define shape data fields Page: 69
Insert fields Page: 69
Run predefined reports Page: 70
Create or modify reports Page: 70
Skills review Page: 71
Practice tasks Page: 71
Understand shape data Page: 71
View shape data Page: 71
Edit shape data Page: 71
Modify shape data field attributes Page: 71
Define shape data fields Page: 71
Insert fields Page: 71
Run predefined reports Page: 71
Create or modify reports Page: 72
9. Visualize your data Page: 73
Enhance diagram effectiveness Page: 73
View network and datacenter performance Page: 73
Improve processes Page: 73
Manage casino operations Page: 73
Manage employee performance Page: 73
Assess risks Page: 74
Create data graphics Page: 74
Apply data graphics Page: 75
Edit data graphics Page: 76
Create data graphic legends Page: 77
Skills review Page: 77
Practice tasks Page: 77
Enhance diagram effectiveness Page: 77
Create data graphics Page: 77
Apply data graphics Page: 77
Edit data graphics Page: 77
Create data graphic legends Page: 77
10. Link to external data Page: 79
Understand data linking Page: 79
Use Quick Import Page: 79
Use Custom Import Page: 80
Link your diagram to data Page: 80
Link data to your shapes Page: 80
Manage linked data Page: 82
Identify links Page: 82
Change column settings Page: 82
Unlink data from shapes and diagrams Page: 82
Use data graphic options for linked data Page: 82
Refresh linked data Page: 83
Skills review Page: 83
Practice tasks Page: 83
Understand data linking Page: 83
Use Quick Import Page: 83
Use Custom Import Page: 83
Manage linked data Page: 84
Use data graphic options for linked data Page: 84
Refresh linked data Page: 84
Part 3: Enhance and share diagrams Page: 85
11. Add and use hyperlinks Page: 86
Follow hyperlinks Page: 86
Enhance diagrams by adding hyperlinks Page: 86
Open the Hyperlinks dialog box Page: 86
Link to another Visio page Page: 86
Link to a website Page: 87
Link to a document Page: 87
Link to a specific location in a document Page: 88
Edit and delete existing hyperlinks Page: 88
Add multiple hyperlinks Page: 88
Understand relative and absolute hyperlinks Page: 89
Set the hyperlink base Page: 90
Skills review Page: 90
Practice tasks Page: 90
Follow hyperlinks Page: 90
Enhance diagrams by adding hyperlinks Page: 90
Understand relative and absolute hyperlinks Page: 91
Set the hyperlink base Page: 91
12. Print, reuse, and share diagrams Page: 92
Preview and print drawings Page: 92
Remove personal information Page: 93
Create graphics Page: 93
Save drawings in other file formats Page: 94
Create templates Page: 95
Share diagrams by using the Visio Viewer Page: 95
Publish diagrams to the web Page: 96
View web-published diagrams Page: 96
Set publishing options Page: 97
Skills review Page: 98
Practice tasks Page: 98
Preview and print drawings Page: 98
Remove personal information Page: 98
Create graphics Page: 98
Save drawings in other file formats Page: 98
Create templates Page: 98
Share diagrams by using the Visio Viewer Page: 98
Publish diagrams to the web Page: 98
13. Add structure to your diagrams Page: 100
Understand containers, lists, and callouts Page: 100
Compare groups and containers Page: 100
Organize shapes by using containers Page: 101
Use containers Page: 102
Format containers Page: 102
Control container size Page: 103
Organize shapes by using lists Page: 103
Add shapes to lists Page: 103
Format and size lists Page: 104
Find containers and lists in Visio Page: 104
Explore swimlanes Page: 104
Build wireframes Page: 105
Insert data graphic legends Page: 105
Annotate shapes by using callouts Page: 106
Skills review Page: 107
Practice tasks Page: 107
Understand containers, lists, and callouts Page: 107
Compare groups and containers Page: 107
Organize shapes by using containers Page: 107
Organize shapes by using lists Page: 107
Find containers and lists in Visio Page: 107
Annotate shapes by using callouts Page: 107
14. Validate diagrams Page: 108
Understand Visio rules Page: 108
Validate flowcharts and swimlane diagrams Page: 108
Validate flowcharts Page: 108
Validate swimlane diagrams Page: 109
Validate BPMN diagrams Page: 109
Reuse existing validation rule sets Page: 110
List the rules in a rule set Page: 110
Create new validation rules Page: 110
Skills review Page: 110
Practice tasks Page: 110
Understand Visio rules Page: 110
Validate flowcharts and swimlane diagrams Page: 110
Validate BPMN diagrams Page: 111
Reuse existing validation rule sets Page: 111
List the rules in a rule set Page: 111
Create new validation rules Page: 111
15. Collaborate and publish diagrams Page: 112
Understand Visio Services in SharePoint Page: 112
Store diagrams in SharePoint Page: 112
View diagrams by using a web browser Page: 113
Refresh diagrams saved in SharePoint Page: 113
Collaborate on diagrams Page: 114
Comment on diagrams Page: 115
Coauthor diagrams Page: 116
Skills review Page: 117
Practice tasks Page: 117
Understand Visio Services in SharePoint Page: 117
Store diagrams in SharePoint Page: 117
View diagrams by using a web browser Page: 117
Refresh diagrams saved in SharePoint Page: 117
Collaborate on diagrams Page: 117
Comment on diagrams Page: 117
Coauthor diagrams Page: 117
Appendix A. Look behind the curtain Page: 118
Customize the Visio user interface Page: 118
Customize the ribbon Page: 118
Customize the Quick Access Toolbar Page: 118
Create custom shapes and stencils Page: 119
Run in developer mode Page: 119
Control shape properties and behavior Page: 120
View and modify the ShapeSheet Page: 120
Record and run macros Page: 121
Program Visio by using Visual Basic for Applications Page: 121
Create containers and lists Page: 122
Insert fields: advanced topics Page: 122
Understand the Visio 2016 file formats Page: 123
Appendix B. Keyboard shortcuts for Visio Page: 124
Zoom, pan, and navigate Page: 124
Zoom Page: 124
Pan Page: 124
Move around in the drawing window Page: 124
Move around in full-screen view Page: 124
Move around a webpage Page: 124
Navigate the Ribbon Page: 124
Visio shapes and windows Page: 124
Edit shape text Page: 124
Use the Snap & Glue features Page: 124
Move, group, rotate, and flip shapes Page: 124
Arrange drawing windows Page: 124
Visio-specific toolbars Page: 124
Select tools Page: 124
Select the drawing tools Page: 124
Visio masters and stencils Page: 124
Work with masters in a stencil Page: 124
Work with stencils in edit mode Page: 124
Text Page: 124
Edit text Page: 124
Format text Page: 124
Align text Page: 124
The Help window Page: 124
Glossary Page: 125
Index Page: 131
About the author Page: 139
Survey Page: 140