Mr. David A. Edson, M.Arch., MCP, MVP Visibility.biz CTE / Director of Consulting Services [email protected]Wendy McGill Visio Solution Specialist | Northwest District Office: 415-972-6574 [email protected]Core Concepts and Solutions Visio 2010 Tips and Techniques
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Visio 2010 Tips and Techniques - Welcome to ::Milestone Consulting
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Mr. David A. Edson, M.Arch., MCP, MVP Visibility.biz CTE / Director of Consulting Services [email protected]
• 9:00-11:30 Visio 2010 Essentials Tips and Techniques
• 11:30-1:00 Lunch, roundtable discussion w/Dave
• 1:00-3:30 Visio 2010 Advanced Tips and Techniques
Visio 2010 Focus Areas
• Ease of Use
• Connect data to shapes
• Process Management, Sharepoint Workflow
• Visio Services for Sharepoint
Visio 2010 SKUs - New Features
Standard Professional Premium New Key Features B
usi
ness
D
iag
ram
s
New Ribbon UI & Dynamic Preview
Quick shape & Shape window
Auto Align & Space
Insert and Delete Shapes
Auto Size (Infinite Page)
Container Object
New Cross Functional Flowchart
Backstage
DWG Enhancement
Data
-
Dri
ven
Dia
gra
m
Data legend & New Data Graphics UI
Excel Services support
Visio Services
Pro
cess
Dia
gra
m Six Sigma / Compliance stencils
SharePoint Workflow Template
BPMN Template
Insert Subprocess
Structured Diagram Validation
Workflow Visualization
Step-up Step-up
Visio 2010 Process Investments
Experiences
Diagrams
Features
Ease of Use Structure SharePoint Integration
Basic
Flowchart
Cross-functional
Flowchart
SharePoint
Workflow BPMN
Foundation
Align & Space Containers SharePoint Workflow Validation
Insert & Delete Callouts Sub-process Repository
Change Direction Lists Visual Refresh Auto Page Size
Layout Structured Diagrams Drawing Surface
Incremental Layout
Layout Regions
Cross-functional Layout
Avoid Page Breaks
Flowchart Routing
AutoConnect
Dynamic Grid
Smooth Transitions
Display Level
NoQuickDrag
Container Management
Callout Management
List Management
Structured Diagram API
Connectivity API
Six Sigma
Data + Diagram Helps Address Information Overload
Data overlaid
on diagram
• Puts information in
context making it more
meaningful
• Identifies trends and
exceptions at a glance
• Enables quick and better
decisions
Visio 2010 diagrams can be connected to multiple data sources including Microsoft® Excel®, Access®, SQL Server®, SharePoint® Services, or any OLEDB (Object Linking and
Embedding Database) or ODBC (Open Database Connectivity) data source
Session Agenda
• The Visio 2010 Fluent UI (The Ribbon)
• Connected 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
• Process Tab
• Review Tab
• View Tab
• Developer Tab (Available ONLY with “Run in Developer Mode” enabled)
• Quick Access Toolbar
15
File Tab (Backstage View)
16
Home Tab
17
Clipboard
Font
Paragraph
Tools
Shape
Arrange
Editing
Insert Tab
18
Pages
Illustrations
Diagram Parts
Links
Text
Design Tab
19
Page Setup
Themes
Backgrounds
Layout
Data Tab
20
External Data
Display Data
Show/Hide
Process Tab
21
Subprocess
Diagram Validation
SharePoint Workflow
Review Tab
22
Proofing
Language
Comments
Markup
Reports
View Tab
23
Views
Show
Zoom
Visual Aids
Window
Macros
Developer Tab
24
Code
Add-Ins
Controls
Shape Design
Stencil
Show/Hide
SDK Tools (only with Visio 2010 SDK Installed)
Quick Access Toolbar
25
DEMO The Fluent UI (The Ribbon)
Connected Diagrams
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Connected Diagrams
• Methods of Connecting SmartShape® Symbols
• Point to Point (commonly used method)
• Shape to Shape (Dynamic) (Using the Dynamic Connector Tool)
• Shape to Shape (2007)
• Shape to Shape (2010) • Quick Pick at the Cursor