® ® Microsoft Visio 2010 - Level 1 Copyright © Element K Corporation ® ® Microsoft Visio 2010 Level 1 Copyright © Element K Corporation ® ® Microsoft Visio 2010 - Level 1 PartNumber:3723EBEE CourseEdition:1.0 A CKNOWLEDGMENTS Project Team ContentDeveloper:AnniekeziaAnand,SathishSandTheophilusBenjamin•ContentManager:ShalmrajR•Graphic Designer:GaneshkumarB•ProjectManager:GopalakrishnanA•MediaInstructionalDesigner:AnniekeziaAnand,Sathish SandTheophilusBenjamin•ContentEditor:VanithaKesavan•MaterialsEditor:PatriciaFelix•MediaProducer:Bhoopathy R•ProjectTechnicalSupport:AbhinashMishra•BusinessMatterExpert:•TechnicalReviewer:ShalmrajR•Project TechnicalSupport:MikeToscano NOTICES DISCLAIMER:WhileElementKCorporationtakescaretoensuretheaccuracyandqualityofthesematerials,wecannotguaranteetheiraccuracy,andallmaterialsareprovidedwithoutanywarranty whatsoever,including,butnotlimitedto,theimpliedwarrantiesofmerchantabilityorfitnessforaparticularpurpose.Thenameusedinthedatafilesforthiscourseisthatofafictitiouscompany.Any resemblancetocurrentorfuturecompaniesispurelycoincidental.Wedonotbelievewehaveusedanyone’snameincreatingthiscourse,butifwehave,pleasenotifyusandwewillchangethenamein thenextrevisionofthecourse.ElementKisanindependentproviderofintegratedtrainingsolutionsforindividuals,businesses,educationalinstitutions,andgovernmentagencies.Useofscreenshots, photographsofanotherentity’sproducts,oranotherentity’sproductnameorserviceinthisbookisforeditorialpurposesonly.Nosuchuseshouldbeconstruedtoimplysponsorshiporendorsementof thebookby,noranyaffiliationofsuchentitywithElementK.ThiscoursewaremaycontainlinkstositesontheInternetthatareownedandoperatedbythirdparties(the″ExternalSites″).ElementKis notresponsiblefortheavailabilityof,orthecontentlocatedonorthrough,anyExternalSite.PleasecontactElementKifyouhaveanyconcernsregardingsuchlinksorExternalSites. 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Thisbookconveysnorightsinthesoftwareorotherproductsaboutwhichitwaswritten;alluseorlicensingofsuchsoftwareorotherproductsistheresponsibilityoftheuseraccordingtotermsand conditionsoftheowner.Donotmakeillegalcopiesofbooksorsoftware.Ifyoubelievethatthisbook,relatedmaterials,oranyotherElementKmaterialsarebeingreproducedortransmittedwithout permission,pleasecall(800)478-7788. ii Microsoft®Visio®2010-Level1 Copyright © Element K Corporation C ONTENTS ® ® M V 2010- L 1 ICROSOFT ISIO EVEL L 1-G S V 2010 ESSON ETTING TARTEDWITH ISIO A.ExploretheVisioInterface ....................................... 2 MicrosoftVisio2010 ........................................... 2 TheVisioInterface ............................................ 3 TheRibbon .................................................. 4 TheBackstageView .......................................... 5 ContextualTabs.............................................. 6 Galleries .................................................... 6 VisioHelp.................................................... 7 B.CustomizetheVisioInterface..................................... 13 TheVisioOptionsDialogBox.................................... 13 TheCustomizeQuickAccessToolbarMenu....................... 14 TheCustomizeStatusBarMenu ................................. 14 C.CreateaNewDiagram.......................................... 23 Templates................................................... 23 TemplateCategories.......................................... 24 FileTypes.................................................... 25 L 2-C R M ESSON REATINGA OUTE AP A.AddShapestoaDiagram........................................ 30 Stencils ..................................................... 30 TheShapesWindow........................................... 31 TheStampTool............................................... 32 TheDynamicGrid ............................................ 32 TheAutoSizeFeature.......................................... 33 Contents iii Copyright © Element K Corporation C ONTENTS B.ManipulateShapes ............................................. 39 ThePointerTool............................................... 39 2-Dand1-DShapes........................................... 39 ThePan&ZoomWindow ...................................... 40 TheSize&PositionWindow..................................... 41 TheShapeDataWindow ...................................... 43 AnchorandAutoHide......................................... 43 C.AddText ...................................................... 69 ToolstoAddText.............................................. 69 Callouts..................................................... 70 D.FormatText.................................................... 77 TheMiniToolbar .............................................. 77 LivePreview ................................................. 77 TheTextDialogBox............................................ 78 TheFormatPainter............................................ 79 E.ChangetheStackingOrder ...................................... 84 TheStackingOrder ........................................... 84 L 3-M D S ESSON ODIFYING IAGRAM HAPES A.ManageShapes ............................................... 90 Grouping.................................................... 90 Alignment................................................... 91 Distribution .................................................. 91 Orientation.................................................. 92 Containers .................................................. 93 B.FormatShapes ................................................. 103 Lines........................................................ 103 Fills ......................................................... 104 Shadows.................................................... 106 iv Microsoft®Visio®2010-Level1 Copyright © Element K Corporation C ONTENTS L 4-C P D ESSON REATING ROCESS IAGRAMS A.CreateaFlowchart ............................................. 114 FlowchartShapes ............................................ 114 Connectors.................................................. 115 TheAutoConnectFeature ..................................... 116 B.ApplyPageStyles .............................................. 130 PageTypes.................................................. 130 Themes ..................................................... 131 C.CreateaCross-FunctionalFlowchart .............................. 139 Cross-FunctionalFlowcharts.................................... 139 Cross-FunctionalFlowchartShapes.............................. 139 D.CreateaWorkflowDiagram...................................... 145 WorkflowDiagrams ........................................... 146 L 5-R O H ESSON EPRESENTINGAN RGANIZATION IERARCHY A.CreateanOrganizationChart .................................... 158 TheMultipleShapesMaster .................................... 158 TheOrgChartTab ............................................ 159 B.ModifyanOrganizationChart .................................... 167 L L ESSON ABS ......................................................173 S OLUTIONS.........................................................179 I NDEX..............................................................181 Contents v Copyright © Element K Corporation N OTES vi Microsoft®Visio®2010-Level1 Copyright © Element K Corporation I NTRODUCTION A T C BOUT HIS OURSE Diagrams and charts play a pivotal role in knowledge dissemination, making complex data easy to understand. Microsoft® Visio® 2010 has a host of features that are instrumental in cre- ating pictorial representations of information. In this course, you will learn the essentials of Visio. Since time immemorial, visuals have always held a universal appeal. Graphical representation of any sort of information makes it captivating. However, creating these visuals can be tedious and demanding at times. Visio is a software application that makes creation of diagrams a cakewalk. Course Description Target Student This course is designed for persons who have an understanding of the basic workflow and the concept of end-to-end flowcharting. Course Prerequisites Students should be familiar with using personal computers and have used a mouse and key- board (basic typing skills are recommended). They should be comfortable in the Windows environment and be able to use Windows to manage information on their computers. Specifi- cally, they should be able to launch and close programs; navigate to information stored on the computer; and mange files and folders. How to Use This Book As a Learning Guide This book is divided into lessons and topics, covering a subject or a set of related subjects. In most cases, lessons are arranged in order of increasing proficiency. Introduction vii Copyright © Element K Corporation I NTRODUCTION The results-oriented topics include relevant and supporting information you need to master the content. Each topic has various types of activities designed to enable you to practice the guide- lines and procedures as well as to solidify your understanding of the informational material presented in the course. At the back of the book, you will find a glossary of the definitions of the terms and concepts used throughout the course. You will also find an index to assist in locating information within the instructional components of the book. As a Review Tool Any method of instruction is only as effective as the time and effort you, the student, are will- ing to invest in it. In addition, some of the information that you learn in class may not be important to you immediately, but it may become important later. For this reason, we encour- age you to spend some time reviewing the content of the course after your time in the classroom. As a Reference The organization and layout of this book make it an easy-to-use resource for future reference. Taking advantage of the glossary, index, and table of contents, you can use this book as a first source of definitions, background information, and summaries. Course Objectives In this course, you will design and manage basic diagrams, workflow, and flowcharts. You will: • become familiar with the Visio interface and create a basic Visio document. • create a route map by using Visio features to work with shapes and text. • modify, format, and arrange shapes to enhance a basic diagram. • create process diagrams. • represent an organization hierarchy as a Visio diagram. viii Microsoft®Visio®2010-Level1 Copyright © Element K Corporation L 1 ESSON L 1 ESSON Lesson Time 1 hour(s) Getting Started with Visio 2010 In this lesson, you will become familiar with the Visio interface and create a basic Visio docu- ment. You will: • Explore the Visio interface. • Customize the Visio interface. • Create a new diagram. Lesson1:GettingStartedwithVisio2010 1 Copyright © Element K Corporation