Microsoft Visio 2016 Step by Step Scott A. Helmers PUBLISHED BY Microsoft Press A division of Microsoft Corporation One Microsoft Way Redmond, Washington 98052-6399 Copyright © 2015 by Scott A. Helmers All rights reserved. No part of the contents of this book may be reproduced or transmitted in any form or by any means without the written permission of the publisher. Library of Congress Control Number: 2015936021 ISBN: 978-0-7356-9780-5 Printed and bound in the United States of America. First Printing Microsoft Press books are available through booksellers and distributors worldwide. If you need support related to this book, email Microsoft Press Support at [email protected]. Please tell us what you think of this book at http://aka.ms/tellpress. This book is provided “as-is” and expresses the author’s views and opinions. The views, opinions, and information expressed in this book, including URL and other Internet website references, may change without notice. 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(OTSI) Technical Reviewer: John Marshall Copyeditor: Jaime Odell (OTSI) Indexer: Susie Carr (OTSI) Cover: Twist Creative • Seattle Contents Introduction Who this book is for The Step by Step approach Sidebar: Adapt procedure steps Download the practice files Ebook edition Get support and give feedback Errata and support We want to hear from you Stay in touch Part 1: Create Visio diagrams 1 Get started with Visio 2016 Identify the editions of Visio 2016 Discover new features in Visio 2016 Get started in Visio 2016 Sidebar: Understand shapes, masters, stencils, and templates Explore the Backstage view The Info page The New page The Open page The Save command The Save As page The Print page The Share page The Export page The Close command The Account page The Visio Options dialog box Understand tool tabs and add-in tabs Use tool tabs Use add-in tabs Begin quickly by using starter diagrams Explore the drawing window Sidebar: How do I scroll through page name tabs? Manage the Shapes window Pan and zoom in the drawing window Skills review Practice tasks 2 Create diagrams Place shapes by using the Dynamic Grid Select shapes Copy, paste, and duplicate shapes Position shapes by using rulers and guides Use rulers to align and size shapes Use guides to align and size shapes Resize, reposition, and reorient shapes Use control handles Use the Size & Position window Connect shapes by using lines Sidebar: Create 2-D shapes by using the line tools Connect shapes by using dynamic connectors Connect to shapes that contain connection points Connect to shapes that do not contain connection points Change connector style and segmentation Sidebar: Identifying 1-D shapes and types of glue Use AutoConnect and Quick Shapes Use AutoAdd and AutoDelete Use AutoAdd Use AutoDelete Skills review Practice tasks 3 Manage text, shapes, and pages Manage shape text Add text to shapes Reposition and resize shape text Orient shape text Create and format text boxes Add ScreenTips and comments Insert pictures Replace shapes Group shapes Understand and use layers Manage pages Work with foreground pages Configure foreground pages Manage Auto Size Work with background pages and borders Skills review Practice tasks 4 Create business process diagrams Select a flowchart template Visio Standard Visio Professional Sidebar: Vertical or horizontal? Create flowcharts Sidebar: Dynamic or static glue? Understand swimlane diagrams Sidebar: Add-in tabs Build swimlane diagrams Understand BPMN Design BPMN diagrams Create subprocesses Skills review Practice tasks 5 Create organization charts Understand organization charts Review new features Use org chart templates Build organization charts manually Use existing data to create an organization chart Use the Organization Chart Wizard with new data Alter layout and appearance Change the layout Arrange shapes Change shape appearance Sidebar: The names keep changing! Work with pictures Apply themes Import photographs as you create organization charts Skills review Practice tasks 6 Add style, color, and themes Align and space shapes Align shapes Sidebar: What’s in front? Space and orient shapes Align and space shapes automatically Understand theme concepts Sidebar: Hand-drawn themes Apply themes and variants Choose themes and variants Customize themes and variants Use effects and Quick Styles Highlight shapes by using effects Embellish shapes by using Quick Styles Apply solid, gradient, and pattern fills Apply line colors and patterns Use the Format Painter Skills review Practice tasks 7 Create network and datacenter diagrams Build basic network diagrams Build detailed network diagrams Use 3-D equipment shapes Sidebar: Where can I find more network shapes? Create rack diagrams Sidebar: What is a scaled drawing? Change the drawing scale Sidebar: Enhance your network diagrams Run computer and network reports Skills review Practice tasks Part 2: Add data to your diagrams 8 Work with shape data Understand shape data View shape data Sidebar: Another way to view shape data Sidebar: Finding the Shape Data window Edit shape data Modify shape data field attributes View shape data field attributes Change shape data field attributes Define shape data fields Insert fields Run predefined reports Create or modify reports Skills review Practice tasks 9 Visualize your data Enhance diagram effectiveness View network and datacenter performance Improve processes Manage casino operations Manage employee performance Assess risks Create data graphics Apply data graphics Edit data graphics Create data graphic legends Skills review Practice tasks 10 Link to external data Understand data linking Use Quick Import Use Custom Import Link your diagram to data Link data to your shapes Manage linked data Identify links Change column settings Unlink data from shapes and diagrams Use data graphic options for linked data Refresh linked data Skills review Practice tasks Part 3: Enhance and share diagrams 11 Add and use hyperlinks Follow hyperlinks Enhance diagrams by adding hyperlinks Open the Hyperlinks dialog box Link to another Visio page Sidebar: What is a shape name? Where do I find it? Link to a website Link to a document Link to a specific location in a document Edit and delete existing hyperlinks Add multiple hyperlinks Understand relative and absolute hyperlinks Set the hyperlink base Skills review Practice tasks 12 Print, reuse, and share diagrams Preview and print drawings Remove personal information Sidebar: What is Information Rights Management? Create graphics Save drawings in other file formats Create templates Sidebar: Where do I store custom templates? Share diagrams by using the Visio Viewer Publish diagrams to the web View web-published diagrams Set publishing options Sidebar: What’s in a Visio-generated website and where is it stored? Skills review Practice tasks 13 Add structure to your diagrams Understand containers, lists, and callouts Compare groups and containers Organize shapes by using containers Use containers Format containers