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Visio 2010 Visio 2010 Tips and TechniquesTips and Techniques
Mr. David A. Edson, M.Arch., MCP, MVPMr. David A. Edson, M.Arch., MCP, MVPVisibility.bizVisibility.bizCTE / Director of Consulting ServicesCTE / Director of Consulting Services
Core Concepts and SolutionsCore Concepts and Solutions
Tips and TechniquesTips and Techniques
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Agenda
• The Visio 2010 Fluent UI (The Ribbon)
• Connected Diagrams
• Hierarchal Diagrams• Hierarchal Diagrams
• Scheduling Diagrams
• Publishing Diagrams
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The Fluent UI (The Ribbon)
• File (Backstage Area)• Home Tab• Insert Tab• Design Tab
• Data Tab• Data Tab• Process Tab• Review Tab• View Tab• Developer Tab (Available ONLY with “Run in
Developer Mode” enabled)• Quick Access Toolbar
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File Tab (Backstage View)
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Home Tab
� Clipboard� Font� Paragraph
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� Paragraph� Tools� Shape� Arrange� Editing
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Insert Tab
� Pages� Illustrations� Diagram Parts
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� Diagram Parts� Links� Text
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Design Tab
� Page Setup� Themes� Backgrounds
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� Backgrounds� Layout
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Data Tab
� External Data� Display Data
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� Display Data� Show/Hide
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Process Tab
� Subprocess� Diagram Validation
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� Diagram Validation� SharePoint Workflow
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Review Tab
� Proofing� Language� Comments
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� Comments� Markup� Reports
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View Tab
� Views� Show� Zoom
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� Zoom� Visual Aids� Window� Macros
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Developer Tab
� Code� Add-Ins� Controls
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� Controls� Shape Design� Stencil� Show/Hide� SDK Tools (only with Visio 2010 SDK Installed)
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Quick Access Toolbar
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DEMODEMODEMODEMOThe Fluent UI (The Ribbon)The Fluent UI (The Ribbon)
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Connected Diagrams
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Connected Diagrams
• Methods of Connecting SmartShape®
Symbols• Point to Point (commonly used method)
• Shape to Shape (Dynamic) • Shape to Shape (Dynamic) (Using the Dynamic Connector Tool)
• Shape to Shape (2007)
• Shape to Shape (2010)• Quick Pick at the Cursor
• Ordering Quick Pick SmartShapes on the Stencil
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DEMODEMODEMODEMOMethods of Connecting SmartShape Methods of Connecting SmartShape
SymbolsSymbols
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Connected Diagrams
• Dynamic Connectors
• Right Angle Mode
• Straight Mode
• Curved Mode• Curved Mode
• Adding and Bending Leg Segments
• Global Connector Changes (Design Tab)
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DEMODEMODEMODEMODynamic ConnectorsDynamic Connectors
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Connected Diagrams
• Connection Points
• Adding
• Relocating
• Deleting• Deleting
• Connection Point Behavior/Visibility
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DEMODEMODEMODEMOConnection PointsConnection Points
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Connected Diagrams
• Laying Out SmartShape Symbols in Connected Diagrams
• Inserting SmartShape Symbols
• Deleting SmartShape Symbols• Deleting SmartShape Symbols
• Auto-Align and Space (Home Tab)
• Re-Layout Page (Design Tab)
• The Infinite Canvas
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DEMODEMODEMODEMOLaying Out SmartShape Symbols in Laying Out SmartShape Symbols in
Connected DiagramsConnected Diagrams
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Connected Diagrams
• Containers and Subprocesses
• Containers
• Subprocesses
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DEMODEMODEMODEMOContainers and Containers and SubprocessesSubprocesses
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Cross-Functional Flow Diagrams
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Cross-Functional Flow Diagrams
• Adding Swimlanes
• Swimlane Styles
• Adding SmartShape Symbols to SwimlanesSwimlanes
• Large Cross-Functional Process Flows
• Extended Page Diagrams
• Multi-Page Diagrams
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Cross-Functional Flow Diagrams
• Adding Swimlanes
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DEMODEMODEMODEMOAdding SwimlanesAdding Swimlanes
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Cross-Functional Flow Diagrams
• Swimlane Styles
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DEMODEMODEMODEMOSwimlane StylesSwimlane Styles
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Cross-Functional Flow Diagrams
• Adding SmartShape Symbols to Swimlanes
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DEMODEMODEMODEMOAdding SmartShape Symbols to SwimlanesAdding SmartShape Symbols to Swimlanes
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Cross-Functional Flow Diagrams
• Large Cross-Functional Process Flows
• Extended Page Diagrams
• Multi-Page Diagrams
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DEMODEMODEMODEMOLarge CrossLarge Cross--Functional Process FlowsFunctional Process Flows
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Hierarchal Diagrams
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Hierarchal Diagrams
• Brainstorming Diagrams
• Organizational Diagrams
• Pivot Diagrams
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Hierarchal Diagrams
• Brainstorming Diagrams
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DEMODEMODEMODEMOBrainstorming DiagramsBrainstorming Diagrams
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Hierarchal Diagrams
• Organizational Diagrams
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DEMODEMODEMODEMOOrganizational DiagramsOrganizational Diagrams
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Hierarchal Diagrams
• Pivot Diagrams
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DEMODEMODEMODEMOPivot DiagramsPivot Diagrams
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• www.visibility.biz
• 17+ years of Visio expertise• Consulting Services & Custom Visio Solutions
Visibility.bizThe visualization division of Milestone Consulting Group, Inc.
“Visualizing your Business”
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• Education for Visio Usage & Developer Training
• Additional Information: http://www.visibility.biz
• Sister company Milestone Consulting Group, Inc. provides Consulting & Educational Services for Microsoft Project and Project Server
www.milestoneconsultinggroup.com
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Additional ResourcesAdditional Resources
•• The Visio Toolbox siteThe Visio Toolbox sitehttp://www.visiotoolbox.com
•• Visibility.bizVisibility.biz•• Visibility.bizVisibility.bizhttp://www.visibility.biz
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Downloadable Resources
• .PDF version of the Presentation Slides
• .PDF version of the 74+ page Tips & Techniques Handout
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Techniques Handout
• .PDF version of the 108+ page Organizational Diagramming Handbook
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Download & Install Visio 2010Download & Install Visio 2010
Go to http://www.visiotoolbox.comGo to http://www.visiotoolbox.com
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