Index
Numerics
1D shapes
handles, 35
resizing, 170
2D shapes, handles, 36
A
action tags. See smart tags
adding
content to CAD drawings, 200
fields to headers and footers, 211
groups to stencils, 106
layers, 165
pages to drawings, 62
shapes to Favorites stencil, 89
adjusting
print margins, 213
resolution of images, 192
Adjust tool group (Picture Tools), 190
aligning
shapes on Dynamic Grid, 109
text, 179
anchoring task panes, 55
angles, nonorthogonal, 139
applications, Office, compatibility with, 238-240
applying themes to pages, 76
arcs, eccentricity handles, 37
Arrange All command, viewing open drawing windows, 55
arranging
diagrams with Position tool, 111-112
shapes with Dynamic Grid tool, 108-109
aspect ratio, overriding, 170
attributes
common format attributes, modifying, 173
less common format attributes, modifying, 174-175
Auto Align & Space tool, 110-112
Auto Resize feature, 338
Auto Space tool, 112
AutoCAD (Automated Computer-Aided Drafting) drawings
adding content to, 200
AutoConnector feature, 124-127
Automatically Link tool, linking external data to shapes, 293-294
available stencils, browsing, 87
Avoid Page Breaks tools, 260
B
background pages
creating, 64
title
modifying, 66
background printing, 208
printing from, 204
background printing, 208
collation, 206
paper orientation, changing, 206-208
Ballpoint Pen tool (Ink), 327
behavior of connectors
during drag operations, 132
when shapes are deleted, 133-134
when splitting connectors, 132-133
blank pages, adding to drawings, 62
blending shapes, 348
block diagrams, blending shapes, 348
Block Diagram with Perspective template, 349-350
blogs
blogs.msdn.com/b/chhopkin, 313
the official Visio blog, 307
BPNM (Business Process Model and Notation) flowcharts, 346
browsing available stencils, 87
building plans, dimension lines, 368-369
Business templates, 44
buttons, 23
Position button
Distribute tools, 113
Presentation Mode button, 33
bvisual.net, 312
C
CAD drawings
adding content to, 200
calculations, performing on shape data field values, 298
callouts, adding to shapes, 151-154
Cascade button, viewing open drawing windows, 56
categories
of themes, 72
changing
background of text blocks, 181-183
orientation of pages, 67
paper orientation for printing, 206-208
scale of drawings, 71
shapes with Change Shape tool, 87-89
themes, color, 74
z-order of shapes, 118
charts
organization charts, 359
creating manually, 361
clip art, 193
cloning drawings, 47
Close Ink Shape tool (Ink), 327
closing
drawing windows, 53
ink shapes, 328
co-authoring tools
Visio drawings, checking out, 318-319
comments
SharePoint, 316
versioning, 320
Visio drawings, checking out, 318-319
collated printing, 206
collapse ribbon, 23
color
of themes, changing, 74
print settings, changing, 223
Color and Weight tool (Ink), 327
combining drawings on a single sheet, 263
commands
locating with Visio Options dialog box, 29
comments
common format attributes, modifying, 173
compatibility with Office applications, 238-240
compressing images, 192
Compress Picture tool, 192
connection points, adding, 140-142
Connection Point tool, 141
connections, creating with AutoConnector, 124-127
behavior
during drap operations, 132
when shapes are deleted, 133-134
when splitting connectors, 132-133
connection points, adding, 140-142
creating
with Connector tool, 127
formatting, 135
glue
properties, 129
routing styles, 136
Connector tool, 127
lists, 148
content, adding to CAD drawings, 200
context menus, 31
contextual ribbon
cross-functional flowcharts, 344-345
contextual tabs, 23
control handles, 187
1D shape handles, 35
2D shape handles, 36
eccentricity handles, 37
vertex handles, 36
controls available on tabs, 22
conventions used in this book, 17-18
copying
drawings, 47
shapes, 168
creating
background pages, 64
connections with AutoConnector, 124-127
connectors with Connector tool, 127
custom themes, 75
diagrams without templates, 46
master shapes, 94
ScreenTips, 155
web pages from diagrams, 234
cross-functional flowcharts, 150
swimlanes, 343
resizing, 343
Current View, printing portions of diagrams with, 215-216
curved lines, eccentricity handles, 37
customizing
page orientation, 67
page settings, 63
templates, 45
custom templates, creating, 252, 255
custom themes, creating, 75
D
data fields
text, displaying, 278
Data Graphics
Position settings, changing, 300
data linked from external source, refreshing, 295
Data tab, linking external data to shapes, 289-292
Decision shapes, 339
default print output versus High Quality output, 222
deleting shapes, behavior of connectors during, 133-134
Design tab
pages, customizing, 67
Theme Gallery, 73
Developing Microsoft Visio Solutions (Microsoft Press), 311
diagrams
arranging with Position tool, 111-112
block diagrams
shapes, blending, 348
Block Diagram with Perspective template, 350
cloning, 47
connection points, adding, 140-142
behavior during drag operations, 132
behavior when deleting shapes, 133-134
behavior when splitting connectors, 132-133
creating with AutoConnector, 125-127
creating with Connector tool, 127
formatting, 135
properties, 129
routing styles, 136
creating without template, 46
gridlines, printing, 221
grouped shapes, when to avoid, 107
legends, inserting, 299
saving
with Save As, 49
ScreenTips, 155
shapes
Quick Shapes stencil, 83
selecting, 82
templates, 42
Business templates, 44
Engineering templates, 44
Flowchart templates, 44
General templates, 44
Maps and Floor Plans templates, 44
Network templates, 44
online templates, 49
personalized templates, 45
Schedule templates, 45
selecting, 45
Software and Database templates, 45
Template Gallery, 42
text boxes, 160
validating, 346
web pages, creating, 234
dialog boxes
Field, 298
Layer Properties, 220
Page Setup, 63
Reorder Pages, 67
Ruler and Grid, 116
Visio Options
commands, locating, 29
ribbon, customizing, 25
disabling task panes, 54
displaying
page breaks in Print Preview pane, 208
printer properties, 205
text in shape data fields, 278
drag operations, behavior of connectors during, 132
drawings
cloning, 47
checking out with SharePoint, 318-319
combining on a single sheet, 263
exporting to image formats, 240-242
headers and footers, adding, 157-159
adding, 62
background pages, creating, 64
renaming, 66
reorganizing, 66
resizing manually, 71
resizing with Auto Size tool, 69
resizing with Size tool, 68
settings, customizing, 63
themes, applying, 76
scale of, changing, 71
shapes
Quick Shapes stencil, 83
selecting, 82
sharing
with social networks, 232
with Visio Viewer, 230
shrinking to fit page, 259-260
themes
categories, 72
color, changing, 74
custom themes, creating, 75
variants, 73
tiled drawings, printing, 256-258
Drawing Scale tab, 71
closing, 53
opening second view of with New Window, 56
Presentation mode, 57
switching between, 55
task panes, 34
rulers and grids, 34
drop-down arrows, 23
duplicating
drawings, 47
pages, 63
shapes, 168
Dynamic Grid tool
arranging shapes with, 108-109
shapes, aligning, 109
E
eccentricity handles, 37
editing
Excel charts, 194
groups, 107
effects, Embellishment feature, 76
email, sharing drawings with, 228-229
Embellishment feature, 76, 148, 360
enabling
Presentation mode, 57
task panes, 54
Engineering templates, 44
Excel charts
editing, 194
expanding tool groups on ribbon, 25
exporting drawings to image formats, 240-242
external data
linked data, refreshing, 295
linking with shape masters, 295-296
preparing to match shape data fields, 289
external images, importing, 190
F
Favorites stencil, 89
Field dialog box, 298
fields, adding to headers and footers, 211
file formats
image formats, exporting drawings to, 240-242
older Visio formats, creating, 237
XML, creating, 237
XPS, creating, 236
File tab, Backstage area, 31-33
Fill tool, 181
fixed lists, adding to Format field, 274
Flip Vertical tool, 114
floor plans
flowcharts
BPMN, 346
cross-functional, 150
swimlanes, 343
subprocesses, 340
Flowchart templates, 44
Fluent UI (Fluent User Interface), 22
fields, adding, 211
Format Painter tool, 175
Format Picture dialog, 190
Format Shape task pane, applying color to drawings, 78
formatting
connectors, 135
multiple objects, 175
shapes
common attributes, 173
less common attributes, 174-175
formulas, performing calculations on shape data field, 298
frequently used Quick Shapes, modifying list of, 86
frequently used shapes, 84
full screen mode, enabling, 57
G
General templates, 44
glue, 129
Goldsmith, John, 313
graphics, importing vector-based, 196
gridlines, printing, 221
groups, 102
editing, 107
resizing, 104
rotating, 104
when to avoid, 107
when to use, 102
H
handles
1D shape handles, 35
2D shape handles, 36
eccentricity handles, 37
vertex handles, 36
fields, adding, 211
help information, Visio Help, 305-306
hiding
High Quality print output, 221-222
Highlighter tool (Ink), 327
Home tab
color, applying to drawings, 77
Connection Point tool, 141
Position tool, arranging diagrams, 111-112
Home Tab, straightening shapes with Auto Align tool, 110-111
Hopkins, Chris, 313
hyperlinks, 188
I
images
clip art, 193
external images, importing, 190
resizing, 192
resolution, adjusting, 192
searching for, 193
SVG formatted images, 196
vector-based graphics, importing, 196
importing
external images, 190
improved touch support, 18
Info tab, 32
unnecessary data, removing from files, 331-334
Ink tools, adding comments to Visio drawings, 326-327
inserting
pages in drawings, 62
SVG formatted images, 197
interface
context menus, 31
Quick Access toolbar, 30
ribbon
tool groups, expanding, 25
status bar, 33
tabs
contextual tabs, 23
controls available on, 22
template tabs, 24
internal resources, Viso Help, 305-306
Internet Explorer, Visio Viewer, 230
J-K
johnvisiomvp.wordpress.com, 312
jumping between drawing windows, 55
keyboards, touch keyboards, 251
keyboard shortcuts
ToolTips
revealing, 38
L
Layer Properties dialog box, 220
layers, 103
selecting items to print with, 219-220
when to add, 165
legends, inserting in diagrams, 299
less common format attributes, modifying, 174-175
libraries, SharePoint, 316
line jumps (connectors), 136-138
line properties of connectors, modifying, 135-138
lines
curved lines, eccentricity handles, 37
vertex handles, 36
link data, refreshing, 295
linking shapes, 288
with Automatically Link, 293-294
with point-to-point glue, 129-130
lists, 148
adding to Format field, 274
locating
commands with Visio Options dialog box, 29
shapes with Search tool, 96-98
M
manual connections, creating with Connector tool, 127
manually resizing pages, 71
Maps and Floor Plans templates, 44
Marshall, John, 312
creating, 94
creating based on grouped shapes, 106
maximizing print quality, 221-222
menus, context menus, 31
Microsoft Visio 2010 Business Process Diagramming and Validation (Parker), 311
Microsoft XPS Document Writer, 210
minimizing Shapes task pane, 54
mixed orientation drawings, printing, 260
modifying
common format attributes, 173
connectors with control handles, 138-139
less common format attributes, 174-175
line properties of connectors, 135-138
text blocks, 179
title of background pages, 66
monotone printing, 223
More Shapes tab, 87
Mouse mode, switching to Touch mode, 246-247
multiple objects, formatting, 175
N
network diagrams
Network templates, 44
new features in Visio 2013, 17
improved touch support, 18
streamlined layout, 18
VSDX file format, 20
New Window button, opening second view of drawing window, 56
nonorthogonal angles, 139
O
Office applications, compatibility with, 238-240
the official Visio blog, 307
older Visio formats, creating, 237
open drawing windows
opening second view of, 56
viewing with Arrange All, 55
opening Print Settings pane, 214
Org Chart tab, 24
organization charts, 359
creating manually, 361
Organization Chart wizard, 363-365
organizing
diagrams with containers, 144-147
shapes
with containers, 103
with groups, 102
with layers, 103
orientation
mixed orientation drawings, printing, 260
of pages, changing, 67
of paper for printing, changing, 206-208
overlapping shapes, troubleshooting with z-order, 118
overriding aspect ratio, 170
P
page breaks
Avoid Page Breaks tool, 260
displaying in Print Preview, 208
pages
adding to drawings, 62
background pages
creating, 64
title, modifying, 66
containers
duplicating, 63
orientation, changing, 67
printing, 216
renaming, 66
reorganizing, 66
settings, customizing, 63
themes, applying, 76
Page Setup dialog box, 63, 213
Page Size tab, 68
panes
Format Shape, 174
Print Preview, displaying page breaks, 208
Print Settings
background pages, removing, 217
opening, 214
Shapes, 82
Size and Position, 170
paper orientation, changing for printing, 206-208
Parker, David, 312
PDF format
creating, 236
printing to, 210
personalized templates, 45
photos, adding to org charts, 359-361
Picture Tools Format tab, 190
plans, dimension lines, 368-369
Pointer tool, handles
1D shape handles, 35
2D shape handles, 36
Pointer tool (Ink), 327
Position settings, changing for Data Graphics, 300
Position tool, arranging diagrams, 111-112
predefined scale, selecting for drawings, 71
preparing external data to match shape data fields, 289
printers, displaying properties, 205
printing
color settings, changing, 223
from Backstage, 204
background printing, 208
collation, 206
paper orientation, changing, 206-208
gridlines, 221
headers and footers, configuring, 211-213
Microsoft XPS Document Writer, 210
mixed orientation drawings, 260
page breaks, displaying, 208
PDF file format, 210
print area, selecting, 214-216
Print Preview pane, 208
selecting specific pages to print, 216
shapes, 219
print jobs, testing, 210
Print Preview pane, 208
print quality, maximizing, 221-222
background pages, removing, 217
monotone printing, 223
opening, 214
properties
of printer, displaying, 205
of SmartShapes, viewing, 187
Q
Quick Shapes stencil, 83
frequently used shapes, modifying, 86
modifying, 84
R
Re-Layout Page drop-down, 118
Recent Drawings list, copying drawings, 47
refreshing data linked from external source, 295
removing
background pages from Print Settings pane, 217
line jumps, 138
unnecessary data from files, 331-334
renaming pages, 66
Reorder Pages dialog box, 67
reorganizing pages, 66
Report Definition Wizard, 279-285
reports
subtotals, adding, 285
totals, adding, 285
resize handles, 170
resizing
Auto Resize feature, 338
grouped shapes, 104
images, 192
pages
with Auto Size tool, 69
with Size tool, 68
swimlanes, 343
text, 179
resolution of images, adjusting, 192
resources, office.com website, 307-310
revealing ToolTips, 38
Review tab, adding Track Markup tool, 329-331
ribbon
tabs
contextual tabs, 23
controls available on, 22
template tabs, 24
tool groups, expanding, 25
right-click menus, 31
rotate handles, 171
rotating
grouped shapes, 104
Roth, Chris, 312
routing styles (connectors), 136
ruler
drawing window, 34
Ruler and Grid dialog box, 116
S
Save As
saving diagrams, 49
.vsdx format, 50
saving
diagrams
with Save As, 49
VSDX format, 50
scale of drawings, changing, 71
Schedule templates, 45
ScreenTips, 155
searching for images, 193
Search tool, locating shapes with, 96-98
selecting
items to print with layers, 219-220
shapes, 82
size of pages with Size tool, 68-69
specific pages to print, 216
specific shapes to print, 219
templates, 45
shape data
fields
text, displaying, 278
lists, adding, 274
types of, 268
viewing, 186
shapes
1D, handles, 35
2D
handles, 36
resizing, 170
aligning on Dynamic Grid, 109
arranging with Dynamic Grid tool, 108-109
attributes, formatting, 173-175
blending, 348
changing with Change Shape tool, 87-89
comments
connection points, adding, 140-142
behavior during drag operations, 132
behavior when deleting shapes, 133-134
behavior when splitting connectors, 132-133
creating with AutoConnector, 125-127
creating with Connector tool, 127
formatting, 135
properties, 129
routing styles, 136
containers, 103
Decision shapes, 339
duplicating, 168
groups
adding to stencils, 106
editing, 107
resizing, 104
when to avoid, 107
when to use, 102
ink shapes, closing, 328
layers, 103
linking to external data, 288
refreshing linked data, 295
with Automatically Link, 293-294
locating with Search tool, 96-98
masters, creating, 94
multiple shapes, formatting, 175
organizing with Layout tool, 118-119
overlapping, changing z-order of, 118
printing, 219
Quick Shapes stencil, 83
frequently used shapes, 86
modifying, 84
selecting, 82
stencils
available stencils, browsing, 87
Favorites stencil, 89
straightening with Auto Align tool, 110-111
text blocks
modifying, 179
themes, changing, 76
ungrouping, 102
Shapes pane, 82
Shapes task pane, 54
minimizing, 54
undocking, 54
SharePoint, 316
libraries, 316
versioning, 320
Visio drawings, checking out, 318-319
SharePoint 2013 Workflows, 347
sharing drawings. See also collaboration
with social networks, 232
with Visio Viewer, 230
Size and Position pane, 170-172
Size tool, selecting size of pages, 68-69
SmartShapes, 185
control handles, 187
hyperlinks, 188
properties, viewing, 187
shape data, 186
smart tags, 188
smart tags, 188
social networks, sharing drawings with, 232
Software and Database templates, 45
spacing, 109
splitting connectors, behavior of connectors during, 132-133
status bar, 33
stencils
browsing available stencils, 87
Callout Stencil, 154
Favorites stencil, 89
groups, adding, 106
creating, 94
creating based on groups, 106
Quick Shapes, 83
frequently used, modifying list of, 86
modifying, 84
steps, connecting in flowcharts, 124-127
straightening shapes with Auto Align tool, 110-111
streamlined layout, 18
Stroke Eraser tool (Ink), 327
subprocesses, 340
subtotals, adding to reports, 285
SVG formatted images, 196
swapping shapes with Change Shape tool, 89
switching
between drawing windows, 55
between Touch mode and Mouse mode, 246-247
between windows, 53
T
tabs, 53
controls available on, 22
Data tab, linking external data to shapes, 289-292
Drawing Scale tab, 71
File tab, Backstage area, 31-33
Home tab
color, applying to drawings, 77
Connection Point tool, 141
Info tab, 32
More Shapes, 87
Page Size tab, 68
Print Setup, 68
Print Setup tab, 68
task panes, 53
anchoring, 55
enabling/disabling, 54
Format Shape, applying color to drawings, 78
rulers and grids, 34
Shapes task pane, 54
template tabs, 24
Block Diagram with Perspective, 349-350
Business templates, 44
diagrams, creating without, 46
Engineering templates, 44
Flowchart templates, 44
General templates, 44
Maps and Floor Plans templates, 44
Network templates, 44
personalized templates, 45
Schedule templates, 45
selecting, 45
Software and Database templates, 45
stencils, browsing available stencils, 87
Template Gallery, 42
testing print jobs, 210
text
aligning, 179
displaying in shape data fields, 278
resizing, 179
text blocks
modifying, 179
Text Block tool, 180
text boxes, 160
Text Edit mode, 177
Text tool, 177
themes
categories, 72
color, changing, 74
custom themes, creating, 75
for shapes, changing, 76
variants, 73
tiled drawings, printing, 256-258
title of background pages, modifying, 66
tool groups, expanding on ribbon, 25
tools
Flip Vertical, 114
Pointer tool, 35
ToolTips, revealing, 38
totals, adding to reports, 285
touch keyboard, 251
touchscreens
shapes, working with, 248
Touch mode
switching to Mouse mode, 246-247
Track Markup tool, 329
troubleshooting overlapping shapes with z-order, 118
types of shape data, 268
U
uncollated printing, 206
undocking Shapes task pane, 54
ungrouping shapes, 102
unnecessary data, removing from files, 331-334
uses for shape data, 268
Using Visio 2010 (Roth, Que Publishing), 311
V
validating diagrams, 346
variants of themes, 73
vector-based graphics, importing, 196
versioning (SharePoint), 320
vertex handles, 36
viewing
open drawing windows with Arrange All, 55
shape data, 186
SmartShape properties, 187
View tab
Dynamic Grid tool, arranging shapes with, 108-109
task panes, enabling/disabling, 54
visguy.com, 311
Visio 2010 Step by Step (Helmers, Microsoft Press), 311
VisioCafe, 313
visio.mvps.org, 313
Visio Options dialog box
commands, locating, 29
ribbon, customizing, 25
Visio Professional 2013, 16
Visio Pro for Office 365, 16
Visio Standard 2013, 16
visualsignals.typepad.co.uk, 313
W
web pages, creating from diagrams, 234
websites
bvisual.net, 312
johnvisionmvp.wordpress.com, 312
visguy.com, 311
visiocafe.com, 313
visio.mvps.or, 313
visualsignals.typepad.co.uk, 313
drawing windows, 53
closing, 53
opening second view of with New, 56
Presentation mode, 57
switching between, 55
tabs, 53
workflows, SharePoint 2013 Workflows, 347
X-Y-Z
XML file format, creating, 237
XPS file format, creating, 236
zooming in and out with Print Preview, 208
z-order of shapes, changing, 118