Visio 2010 Tips and Techniques - Welcome to ::Milestone Consulting

transcript

Mr. David A. Edson, M.Arch., MCP, MVP Visibility.biz CTE / Director of Consulting Services david@visibility.biz

Wendy McGill Visio Solution Specialist | Northwest District Office: 415-972-6574 wendymc@microsoft.com

Core Concepts and Solutions

Visio 2010

Tips and Techniques

Seminar Agenda

• 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

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 legend & New Data Graphics UI

Excel Services support

Visio Services

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

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

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

File Tab (Backstage View)

Home Tab

Clipboard

Paragraph

Arrange

Editing

Insert Tab

Illustrations

Diagram Parts

Design Tab

Page Setup

Themes

Backgrounds

Layout

Data Tab

External Data

Display Data

Show/Hide

Process Tab

Subprocess

Diagram Validation

SharePoint Workflow

Review Tab

Proofing

Language

Comments

Markup

Reports

View Tab

Visual Aids

Window

Macros

Developer Tab

Add-Ins

Controls

Shape Design

Stencil

Show/Hide

SDK Tools (only with Visio 2010 SDK Installed)

Quick Access Toolbar

DEMO The Fluent UI (The Ribbon)

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

• Ordering Quick Pick SmartShapes on the Stencil

DEMO Methods of Connecting SmartShape

Symbols

Connected Diagrams

• Dynamic Connectors

• Right Angle Mode

• Straight Mode

• Curved Mode

• Adding and Bending Leg Segments

• Global Connector Changes (Design Tab)

DEMO Dynamic Connectors

Connected Diagrams

• Connection Points

• Adding

• Relocating

• Deleting

• Connection Point Behavior/Visibility

DEMO Connection Points

Connected Diagrams

• Laying Out SmartShape Symbols in

Connected Diagrams

• Inserting SmartShape Symbols

• Deleting SmartShape Symbols

• Auto-Align and Space (Home Tab)

• Re-Layout Page (Design Tab)

• The Infinite Canvas

DEMO Laying Out SmartShape Symbols in

Connected Diagrams

• Containers and Subprocesses

• Containers

• Subprocesses

DEMO Containers and Subprocesses

Cross-Functional Flow Diagrams

• Adding Swimlanes

• Swimlane Styles

• Adding SmartShape Symbols to

Swimlanes

• Large Cross-Functional Process Flows

• Extended Page Diagrams

• Multi-Page Diagrams

• Adding Swimlanes

DEMO Adding Swimlanes

• Swimlane Styles

DEMO Swimlane Styles

• Adding SmartShape Symbols to

Swimlanes

DEMO Adding SmartShape Symbols to Swimlanes

• Large Cross-Functional Process Flows

• Extended Page Diagrams

• Multi-Page Diagrams

DEMO Large Cross-Functional Process Flows

Hierarchal Diagrams

• Brainstorming Diagrams

• Organizational Diagrams

• Pivot Diagrams

Hierarchal Diagrams

• Brainstorming Diagrams

DEMO Brainstorming Diagrams

Hierarchal Diagrams

• Organizational Diagrams

DEMO Organizational Diagrams

Hierarchal Diagrams

• Pivot Diagrams

DEMO Pivot Diagrams

• www.visibility.biz

• 17+ years of Visio expertise

• Consulting Services & Custom Visio Solutions

• 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

visibility.bizvisibility.biz

www.milestoneconsultinggroup.com

Visibility.biz The visualization division of Milestone Consulting Group, Inc.

“Visualizing your Business”

Resources

• Visio 2007=>2010 Interactive Guides

• http://office.microsoft.com/en-us/outlook-help/learn-where-menu-and-toolbar-

commands-are-in-office-2010-HA101794130.aspx#_Toc256784678

• Visio 2010 Toolbox

• http://visiotoolbox.com/2010/

• BI, Visio Services, BPM demos

• http://visiotoolbox.com/2010/business-intelligence.aspx

• http://visiotoolbox.com/2010/visio-services.aspx

• http://visiotoolbox.com/2010/process-management.aspx

• Visio Services planning & deployment

• http://technet.microsoft.com/en-us/library/ee663482.aspx

• http://technet.microsoft.com/en-us/library/ee524059.aspx

• Visio Insights Product Team Blog

• http://blogs.msdn.com/b/visio/

• Visibility.biz

• http://www.visibility.biz

Downloadable Resources

• .PDF version of the Presentation Slides

• .PDF version of the 85+ page Tips &

Techniques Handout

Download & Install Visio 2010

Go to http://www.visiotoolbox.com

registered trademarks and/or trademarks in the U.S. and/or other countries.

The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date

of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a

commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of

this presentation.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS

PRESENTATION.

Visio 2010 Tips and Techniques - Welcome to ::Milestone Consulting

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