Visio 2010 Essential Training

Introduction

• Welcome
• Using the exercise files

1. Starting Visio 2010

• Starting Visio 2010
• Solutions available in each edition of Visio 2010

2. Understanding the Visio 2010 Environment

• The Drawing environment versus the Backstage view
• The Fluent UI (the Ribbon)
• The Shapes and Drawing windows

3. Creating Connected Diagrams

• Dropping a SmartShape from a stencil
• Arranging the top four SmartShapes on a stencil
• Using the Cursor-Tip selection list
• Using the Auto-Connect selection points
• Inserting a SmartShape between two existing SmartShapes
• Deleting a SmartShape from between two existing SmartShapes
• Using Auto Align and Space to organize SmartShapes
• Using Re-Layout to rearrange connected diagrams on the page
• Using the Snap settings and techniques
• Using the Glue settings and techniques

4. Formatting SmartShapes and Associated Text

• Formatting shape fills
• Formatting shape lines
• Formatting shape text

5. Inserting Additional Objects into Diagrams

• Inserting foreground and background pages
• Inserting illustrations including pictures, clip art, charts, and CAD drawings
• Inserting the new Visio 2010 diagram parts including containers and callouts
• Inserting hyperlinks
• Inserting text-related objects including text boxes, screen tips, text fields, and symbols

6. Showing and Hiding Visual Elements in Diagrams

• Toggling between Normal view and Full Screen view
• Showing/hiding rulers, grids, page breaks, and guides
• Showing/hiding task panes
• Showing/hiding visual aids
• Working with windows in the Visio environment

7. Publishing Diagrams

• Printing diagrams
• Saving diagrams as PDFs
• Saving diagrams as JPGs and GIFs
• Saving diagrams to the web as HTML files
• Saving diagrams to Microsoft SharePoint as VDW files

8. Navigating Diagrams

• Zooming in/out on a diagram
• Panning around a diagram
• Zooming to see the full page
• Using multiple diagram windows

9. Understanding Layering Concepts

• Understanding how adding SmartShapes can create layers in a diagram
• Creating layers
• Deleting layers
• Managing layer settings
• Assigning/unassigning SmartShapes to/from layers

10. Working with Themes

• Themes vs. styles (Visio 2007 and prior)
• Applying a theme
• Applying a theme color
• Applying a theme effect
• Blocking the application of a theme to a SmartShape
• Removing a theme from a SmartShape
• Defining a theme

11. Creating Brainstorming Diagrams

• Understanding the structure of brainstorming diagrams
• Adding the top-level topic
• Adding a single sub-topic
• Adding multiple sub-topics
• Using the Brainstorming window to edit topics
• Changing the look of the topic shapes
• Changing the layout
• Sending data to Microsoft Word
• Sending data to Microsoft Excel

12. Creating Organizational Charts

• Adding the top-level executive SmartShape to the diagram
• Adding manager sub-shapes to the diagram
• Adding position sub-shapes to the diagram
• Defining alternate layouts for subordinate SmartShapes
• Reordering team members
• Adding consultant, assistant, vacancy, and staff sub-shapes to the diagram
• Adding team frames to the diagram
• Creating dotted-line report indicators
• Utilizing multiple and three-position SmartShapes
• Adding pictures of employees
• Breaking down the organizational structure with synchronized copies
• Expanding and collapsing reporting structure views
• Creating background pages, title blocks, and borders
• Understanding the Organization Chart Wizard
• Importing data with the Organization Chart Wizard
• Re-linking to organizational data after it changes
• Applying data graphics
• Publishing organizational charts

13. Creating Timelines

• Adding and configuring a timeline SmartShape
• Understanding milestones and intervals
• Adding milestones to the timeline
• Dealing with text collisions
• Adding intervals to the timeline
• Adding a Today marker to the timeline
• Adding an Elapsed Time indicator to the timeline
• Creating and adjusting the expanded timeline
• Exporting timeline data to Microsoft Project
• Importing timeline data from Microsoft Project

14. Creating Calendars

• Creating a monthly calendar
• Adding appointments and events
• Adding additional months
• Embellishing the calendar
• Creating a weekly calendar
• Creating a daily calendar
• Importing data from Microsoft Outlook

15. Working with PivotDiagrams

• Understanding PivotDiagrams
• The Data Selector Wizard
• The top-level node
• Adding a category by drilling in
• Setting layout direction
• Setting layout alignment
• Sorting and filtering
• Collapsing nodes
• Relocating nodes left or right
• Setting display options
• Applying alternate SmartShapes
• Creating and using alternate data graphics
• Re-linking to data

16. Creating Prototype Diagrams Using Wireframes

• Understanding the collections of stencils for wireframe design
• Creating prototype dialogs, wizards, and application windows
• Creating prototype menus, ribbons, and toolbars

17. Conclusion

• Goodbye