Table of Contents
Getting Started: Creating a Simple Flowchart
Creating a Simple Visio Flowchart
What Kinds of Diagrams Can Visio Create?
Understanding Visio 2010 Editions
Getting Around in Visio Using the Fluent UI
Working in the Visio Drawing Window
Working Faster with Keyboard Shortcuts
Getting Started with a New Drawing
Navigating the Template Gallery
What Happens When You Start from a Template?
Creating a New Drawing from an Existing Drawing
Saving Documents Using Save As
Saving Documents Using Save & Send
Quick Shapes—Accessing and Managing Frequently Used Shapes
Managing and Organizing Your Favorite Shapes
Creating a Custom Master Shape and a Custom Stencil
Understanding the Document Stencil
Inserting Backgrounds, Titles, and Borders
Controlling Page Size and Orientation
Using Themes to Change the Look of Pages and Documents
Using the Theme Gallery Control
Setting Themes, Theme Colors, and Theme Effects
Applying Themes to Pages versus Documents
Setting Color Palettes and Themes
3. Organizing and Annotating Diagrams
Using Visio 2010’s New Callouts
Strategies for Using ScreenTips
Inserting Fields into Shape Text
Inserting Text Fields in Shape Text
Practical Application of Layers
Understanding Visio Connectors
Connecting to Shapes versus Points on Shapes
Connecting Shapes in Multiple Ways
How Do I Connect Thee? Let Me Count the Ways
Dragging, Splitting, and Deleting
Changing the Appearance of Connectors
Changing Routing Style for Connectors
Controlling Line Jumps for Connectors
Manually Editing Connector Paths
Adding and Editing Connection Points
Adding and Removing Connection Points to Shapes
5. Aligning, Arranging, and Laying Out Shapes
Using the Dynamic Grid to Align Shapes as You Draw
Using Auto Align & Space to Clean Up Connected Diagrams
Aligning and Distributing Shapes Using Position Functions
Using the Grid, Ruler, and Guides
Controlling Front-to-Back Positioning
6. Working with Individual Shapes
Copying and Duplicating Shapes
Constraining Drag and Repeating Copies
Quickly Formatting a Table of Boxes
Changing Line, Fill, and Text Attributes
Which Formatting Attributes Can Be Edited?
Creating and Editing Text Blocks
Using Images as Shapes in Visio
Adding Clip Art to Your Diagrams
Adding Excel Charts to Your Diagrams
Creating and Using Shape Data Fields
Choosing Shape Data Field Types
Creating Lists and Controlling Formatting
Saving Sets of Shape Data Fields
Displaying Shape Data in Shape Text
Shape Data Labels versus Names
Introducing the Report Definition Wizard
Grouping and Totaling Items in a Report
Using Reports with Other Documents
Linking External Data to Shapes
Preparing the Light Bulb Shape for Data Linking
Applying Data Graphics to Shapes
Other Data-Enabled Solutions in Visio
8. Tips for Creating Specific Types of Diagrams
Tips for Creating Process and Flowchart Diagrams
Working with Autoresizing Flowchart Shapes
Creating Subprocesses to Drill Down to Details
Managing Swimlanes and Phases in Cross-functional Flowcharts
Business Process Diagrams (BPMN) and SharePoint Workflows
Tips for Creating Network Diagrams
Tips for Creating Block Diagrams
Blending Block Shapes Together
Corner Rounding and Other Tips for Architecture Block Diagrams
Tips for Creating Organizational Charts
Drawing and Editing Org Charts by Hand
Generating Org Charts from Data Using the Wizard
Using Walls, Windows, and Doors in Office and Space Plans
Creating Building Plans Using Wall Shapes
Using Window, Door, and Space Shapes with Walls
Printing from the Backstage Area
Experimenting with Printing Without Wasting Trees
Keeping Print Variables in Mind
Looking at a Complicated Print Job from a Simple Document
Headers and Footers and Print Margins
Selectively Printing Elements in a Drawing
Printing Complex, Mixed-Orientation Drawings
Printing Any Size Drawing on Any Size Paper
Printing Multiple Drawings on a Single Sheet
Printing Scaled Drawings at Reduced Size
Printing High-Quality Materials
10. Sharing, Publishing, and Exporting Visio Diagrams
Sending a Visio File via Email
Creating Web Pages from Visio Drawings
Exploring Visio-Generated Web Pages
Fine-tuning Web Pages and Battling Bugs
Saving Visio Files in XML Format
Saving Files in Older Visio Formats
Using Visio Graphics with Other Applications
Using Paste Special and Matching Themes Across Applications
Using Visio Graphics Outside Office
Exporting Visio Graphics to Other Formats
Working with Files in Document Libraries
Introducing Visio Services for SharePoint 2010
The following chapter can be accessed online at quepublishing.com/using:
11. Developing Custom Visio Solutions
Using the Developer Ribbon Tab
Creating SmartShapes with the ShapeSheet
Creating Smart Geometry in the ShapeSheet
Understanding Visio’s Coordinate System
Controlling Grouped Shapes with the ShapeSheet
Linking Subshape Text to Shape Data Fields
Modifying the Text Block Using the ShapeSheet
Adding Right-Click Actions to the SmartShape
Introducing Automation and VBA Code
Using the Macro Recorder to Generate Code
Calling VBA Code from a SmartShape
Distributing Templates and Stencils
Creating a Template with a Document Stencil
Creating a Separate Stencil for Shape and Code Delivery
Creating a Template with a Separate Stencil
Locating Visio Development Resources
Books About Visio Development and Customization