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Complete Visio 2007 Notes

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    Visio 2010

    A beginner's guide to Visio 2010There are many kinds of Visio diagrams, but you can use the same three basic steps to create nearly

    all of them:

    1. Choose and open a template.

    2. Drag and connect shapes.

    3. Add text to shapes.

    In this article

    Create a simple flowchart

    Step 1: Choose and open a template

    1. Start Visio.

    2. Under Template Categories, click Flowchart.

    3. In the Flowchart window, double-click Basic Flowchart

    Templates include related shapes in collections called stencils. For example, one of the stencils that

    opens with the Basic Flowchart template is Basic Flowchart Shapes.

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    Step 2: Drag and connect shapes

    To create your diagram, drag shapes from the stencil onto the blank page and connect them to one

    another. There are several ways to connect shapes, but for now use AutoConnect.

    1. Drag the Start/End shape from the Basic Flowchart Shapes stencil onto the drawing page,

    and then release the mouse button.

    2. Hold the pointer over the shape so that the blue arrows show.

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    3. Move your pointer on top of the blue arrow that points toward where you want to place the

    second shape.

    A mini toolbar appears that contains shapes from the top of the stencil.

    4. Click the square Process shape.

    The Process shape is added to the diagram, automatically connected to the Start/End shape.

    If the shape you want to add isnt on the mini toolbar, you can drag the shape you want from the

    Shapes window and drop it on a blue arrow. The new shape is connected to the first shape as if you

    had clicked it on the mini toolbar.

    Step 3: Add text to shapes1. Click the shape and start typing.

    2. When you finish typing, click on a blank area of the drawing page or press

    What are Visio shapes, stencils, and templates?

    SHAPES

    Visio shapes are ready-made images that you drag onto your drawing page they are the building

    blocks of your diagram.

    When you drag a shape from a stencil onto your drawing page, the original shape remains on the

    stencil. That original is called a master shape. The shape that you put on your drawing is a copy

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    also called an instance of that master. You can drag as many instances of the same shape onto

    your drawing as you want.

    Rotating and resizing shapes

    The most common things that people do with shapes involve features that are built right into the

    shapes. Visual cues help you find and use those features quickly.Rotation handles

    The round handle located above a shape is called a rotation handle. Drag a rotation handle

    right or left to rotate the shape.

    Blue connection arrows for AutoConnect

    The light blue connection arrows help you easily connect shapes to one another, as you saw

    in the previous section.

    Selection handles for resizing shapes

    You can use the square selection handles to change the height and width of your shape. Click

    and drag a selection handle on the corner of a shape to enlarge the shape without changing

    its proportions, or click and drag a selection handle on the side of a shape to make the shapetaller or wider.

    Special features of Visio shapes

    Visio shapes are much more than simple images or symbols.

    SHAPES CAN HOLD DATA

    You can add data to each shape by typing it in the Shape Data window on the View tab, in the

    Show group, click Task Panes, and then click Shape Data. You can also import data from an

    external data source.

    Data is not displayed in the drawing by default. You can see the data for an individual shape by

    opening the Shape Data window and selecting the shape.If you want to display the data for lots of shapes at once, you can use a feature called data graphics.

    The following illustration shows the data for two trees at once.

    SHAPES WITH SPECIAL BEHAVIOR

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    Many Visio shapes have special behavior that you can find by stretching, right-clicking, or moving the

    yellow control handle on the shape.

    For example, you can stretch a People shape to show more people, or stretch the Growing flower

    shape to indicate growth.

    TIP A great way to find out what a shape can do is to right-click it to see if there are any special

    commands on its shortcut menu.

    STENCILS

    Visio stencils hold collections of shapes. The shapes in each stencil have something in common. Theshapes can be a collection of shapes that you need to create a particular kind of diagram, or several

    different versions of the same shape.

    For example, the Basic Flowchart Shapes stencil contains only common flowchart shapes. More

    specialized flowchart shapes are in other stencils, such as the BPMN and TQM stencils.

    Stencils appear in the Shapes window. To see the shapes on a particular stencil, click its title bar.

    Open any Visio stencil

    Each template opens with the stencils that you need to create a particular kind of drawing, but you

    can open other stencils any time you want.

    In the Shapes windows, click More Shapes, point to the category that you want, and then

    click the name of the stencil that you want to use.

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    TEMPLATES

    When you want to create a diagram, start with a template for that type of diagram (or the nearest type

    if there isnt an exact match). Visio templates help you start with the right settings:

    Stencils full of the shapes that are needed to create a particular kind of drawing

    The Home Plan template, for example, opens with stencils full of shapes such as walls,

    furniture, appliances, cabinets, and so on.

    Appropriate grid size and ruler measurements

    Some drawings require a special scale. For example, the Site Plan template opens with an

    engineering scale, where 1 inch represents 10 feet.

    Special tabs

    Some templates have unique features that you can find on special tabs on the Ribbon. For

    example, when you open the Timeline template, a Timeline tab appears on the Ribbon. You

    can use the Timeline tab to configure your timeline and to import and export data between

    Visio and Microsoft Project.

    Wizards to help you with special types of drawings

    In some cases when you open a Visio template, a wizard helps you get started. For example,

    the Space Plan template opens with a wizard that helps you set up your space and room

    information.

    View examples of templates

    To find out what templates are available:

    1. Click the File tab.

    2. Click New.

    Lesson 2 :- Getting started using Visio 2010

    Basic tasks in Visio 2010

    START A NEW DIAGRAM

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    All diagrams start from a template. Templates include shapes that are appropriate for that diagram

    type, and open with a typical scale already set, such as Architectural, Mechanical Engineering, or

    simply 1:1, actual-size scale.

    1. Start Visio.

    When Visio opens, the template categories are displayed. Click a category to see the

    templates that are included. Click a template to see a short description in the information

    pane.

    2. In the Flowchart category, double-click Work Flow Diagram.

    When the work flow diagram template opens, most of the space is taken up with a blank

    diagramming page. Along the side is the Shapes window, which contains several stencils full

    of shapes.

    The stencils are identified by title bars at the top of the Shapes window; you might need to

    scroll the title bar pane to see them all. When you click a stencil title bar, the shapes appear in

    the pane below.

    3. Click the title bar Work Flow Steps (you might need to scroll the title bar pane to find it).

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    In the shapes area, there are several common shapes above a thin dividing

    Add shapes and connectors

    1. Drag the Submit shape onto the diagramming page, and drop it near the top.

    2. Hold your pointer over the shape. Notice that small blue arrows appear on the four sides of

    the shape. These are AutoConnect arrows that you can use to connect shapes.

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    3. Move the pointer to cover one of the arrows.

    A mini toolbar that contains four shapes appears, and a preview shape might also appear on

    the page. As you move the pointer over the shapes in the mini toolbar, previews of the

    shapes appear. The shapes on the toolbar are the top four shapes from the Quick Shapesarea.

    4. Click one of the shapes in the mini toolbar to add it to the page.

    5. From the Shapes window, drag the Analyze shape out and hold it so it covers the Submit

    shape, but do not drop it yet. Notice that the AutoConnect arrows appear.

    6. Move the Analyze shape down over the AutoConnect arrow that points down the page, and

    drop it on the arrow.

    The Analyze shape is spaced a standard distance from the Submit shape, and is connected

    automatically.

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    There are several other ways to connect shapes. The following steps show how to connect

    shapes that are already on the page.

    7. Drag an Approve shape onto the page and drop it an inch or two away from the other

    shapes.

    8. Click an empty area of the page so no shapes are selected.

    9. Hold the pointer over one of the shapes you added earlier. When the AutoConnect arrows

    appear, move the pointer over an arrow that is pointing toward the Approve shape, click the

    arrow and drag a connector from it to the center of the Approve shape.

    When the arrow is over the center, a red border appears around the Approve shape. Drop

    the connector to attach it, or "glue" it, to the shape.

    For more information, see Use the Shapes window to organize and find shapes,Find more shapesand stencils, and Connect shapes by using Auto Connect or the Connector tool.

    Add text to shapes, connectors, and the page

    1. Click an empty area of the page so nothing is selected.

    2. Select the first shape in the workflow (the Submit shape).

    3. Type Step 1.

    When you start typing, Visio switches the selected shape to text editing mode. To add another

    line of text, press ENTER.

    4. Click an empty area of the page, or press ESC when you are finished.

    5. Select the shape again. A small yellow control handle appears in the text area. Drag the

    yellow control handle to move the text.

    6. Select the first connector and type Submitted, and then click an empty area of the page or

    press ESC.

    You can move this text by selecting the connector again and dragging the control handle.

    7. Select the connector again.

    8. On the Home tab, in the Font group, open the Font Size list.

    9. Move your pointer over the font sizes. The text on the page changes to show a preview of the

    sizes. Click a size that looks good.

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    If you like, try out the other formatting options on the Home tab for text and shapes. The

    following steps show how to use one of the tools on the Home tab to add text to the page.

    10. On the Home tab, in the Tools group, click the Text tool.

    11. Click an empty area of the page. A text box appears.

    12. Type My diagram.

    13. On the Home tab, in the Tools group, click Pointer Tool to stop using the Text tool.

    The text box now has the characteristics of other shapes. You can select it and type to

    change the text, you can drag it to another part of the page, and you can format the text by

    using the Font and Paragraph groups on the Home tab. In addition, when you hold the

    pointer over the text, AutoConnect arrows appear so you can connect the text to other

    shapes.

    For more information, see Add, edit, move, or rotate text and text blocks.

    Format your diagram

    1. Click the Design tab.

    2. In the Backgrounds group, click Backgrounds.

    3. Click a background that looks good. A new background page is added to the diagram, which

    you can see in the page tabs along the bottom of the diagramming area.

    4. On the Design tab, click Borders & Titles.

    5. Click a title that looks good.

    The title and border are added to the background page (named VBackground-1 by default).

    To change the title and other text, you must make the changes on the background page; you

    can't change the title on any other pages.

    6. At the bottom of the diagramming area, click theVBackground-1

    tab.

    7. Click the title text. The entire border is selected, but if you start typing it changes the default

    title text.

    8. Type My Diagram.

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    9. To edit other text in the border, first select the entire border, and then click the text you want

    to change and start typing.

    10. To apply a unified color scheme and other formatting effects, in the Themes group, hold your

    pointer over the various themes. A preview of the theme shows up on the page.

    11. Click the theme you want to apply to the diagram.

    Add detailed information to each shape

    1. Right-click the Analyze shape, point to Data, and then click Define Shape Data.

    2. In the Label box, delete the default text and type Name.

    3. In the Type list, select String.

    4. In the Value box, type Armando Pinto.

    5. Click OK.

    6. Right-click the shape again, point to Data, and this time click Shape Data.

    The Shape Data window opens and displays all the data that has been defined for the shape.

    In this case, it's the name of the analyst. If all of the shapes have specific information, you can

    leave the Shape Data window open and click the shapes you are interested in to see the

    associated data.

    Save and share your diagram

    You can save your diagram as a standard Visio file that you can share with other people who have

    Visio. In addition, there are many different formats that you can save your diagram in directly from the

    Save As dialog box.

    1. Click the File tab.

    2. Click Save As, and then select a format in the Save as type list.

    The different formats are useful for different ways of using or sharing your diagram.

    Standard image file including JPG, PNG, and BMP formats.

    Web page in HTM format. Image files and other resource files are saved in a subfolder of

    the location where you save the HTM file.

    PDF or XPS file

    AutoCAD drawing in DWG or DXF format.

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    Going beyond the basics

    Two aspects of Visio can make your advanced diagrams more useful than pictures: data connections

    and the ShapeSheet.

    DATA CONNECTIONS

    Adding shape data manually can add a lot of value to your diagram, but if your data is in a database

    or an Excel workbook, you can pull that data into your diagram automatically and connect the rows of

    data with specific shapes.

    Use the Data Selector wizard to import your data into the External Data window.

    The data that appears in the External Data window is a snapshot of your source data at the time of

    import. You can update the data in your drawing to match the changes in your source data by clicking

    Refresh All on the Data tab.

    1. On the Data tab, in the External Data group, click Link Data to Shapes.

    2. On the first page of the Data Selector wizard, choose which of the following types of data

    sources have the data you're using:

    Microsoft Office Excel workbook Microsoft Office Access database

    Microsoft Windows SharePoint Services list

    Microsoft SQL Server database

    Other OLEDB or ODBC data source

    3. Complete the remainder of the wizard.

    After you click Finish on the last page of the Data Connection wizard, the External Data window

    appears with your imported data shown in a grid. Drag a row of data onto a shape to add the data tothe shape's Shape Data automatically. Or, in the Shapes window, select a shape that you want to

    hold the data, and then drag a row of data and drop it on an empty area of the page. The selected

    shape is added to the page, connected to the data.

    To represent data values on the page by using icons, colors, meters, and other visual means, apply

    data graphics to your diagram.

    1. Connect the data to your shapes.

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    2. On the Data tab, in the Display Data group, click Data Graphics.

    3. Click a data graphic style in the gallery, or click Create New Data Graphic to design your

    own.

    SHAPESHEET

    The ShapeSheet is a way to add advanced functionality to diagrams by writing formulas, similar to

    formulas that you might use in Excel. For example, you can write formulas to change one shape

    based on changes made to another shape, or to add commands to a shape's shortcut menu.

    To open the ShapeSheet, you must first select the option to show the Developer tab in the Ribbon.

    1. Click the File tab.

    2. Click Options.

    3. Click the Advanced tab, and then scroll down to the General section.

    4. Select the check box next to Run in developer mode, and then click OK.

    The Developer tab appears in the Ribbon.

    5. Select a shape in your diagram.

    6. On the Developer tab, in the Shape Design group, click Show ShapeSheet.

    The ShapeSheet window opens.

    Lesson 3

    How can I tell what each Visio template is for?

    Visio provides many diagram templates and thousands of shapes, some simple, some quite complex

    Each template serves a different purpose ranging from plumbing plans to computer networks.

    The easiest way to find out about the templates and what they are for is to browse through the

    Template Categories. This article shows you where to look for the description of each template.

    NOTE You can also learn more about Visio templates by using the many training courses, demos,

    and help topics available at Microsoft Office.com.

    1. Start Visio.

    Visio starts with the Template Categories open. If Visio is already open:

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    a. Click the File tab.

    b. Click New.

    2. In the Template Categories window, in the list of categories, click the Flowchart category.

    All of the templates in the Flowchart category appear in the central window.

    Lesson 4

    See examples of advanced features in the included sample diagrams

    The sample diagrams in Visio Professional and Premium editions are a great way to become familiar

    with some of the program's more advanced features, such as data linking and PivotDiagrams.

    Each sample diagram is designed for a specific purpose, such as a project timeline or sales

    information, and each comes with its own sample data in a Microsoft Excel workbook. You can open

    and edit each sample diagram to see how its features work, and can save the edited diagram. If you

    also want to edit the sample data, all you have to do is save a copy of the data and reestablish the

    link between the copied data and the sample drawing.

    Step 1. Open a sample diagram

    1. Click the File tab.

    2. Click New.

    3. Under Other Ways to Get Started, click Sample Diagrams.

    4. Click the sample diagram that you want to open.

    5. In the information pane on the right side of the window, click Open.

    Step 2. Save a copy of the sample data

    1. Click the File tab.

    2. Click New.

    3. Under Other Ways to Get Started, click Sample Diagrams.

    4. Click the sample diagram that you want to open.

    5. In the information pane on the right side of the window, click Open Sample Data.

    Excel opens with the sample data in a workbook.

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    6. Save a copy of the workbook in a convenient location, such as the desktop or documents

    folder.

    You can now open your copy of the sample data and edit it.

    Step 3. Link copied data to a sample diagram

    NOTE The procedure for PivotDiagrams is different, and is covered separately in thenext section.

    1. Open the sample diagram that you want to link the copied data to.

    2. On the Data tab, click the arrow next to Refresh All, and then click Refresh Data.

    3. In the Refresh Data dialog box, click Configure.

    4. In the Configure Refresh dialog box, click Change Data Source.

    5. Follow the wizard, using your copy of the data as the data source.

    6. After the wizard is complete, click OK in the Configure Refresh dialog box, and then click

    Refresh in the Refresh Data dialog box.

    Link copied data to a sample PivotDiagram

    How do I determine whether the sample is a PivotDiagram?

    1. Click the File tab.2. Click New.

    3. Under Other Ways to Get Started, click Sample Diagrams.

    4. Click the sample diagram that you want to check.

    5. In the information pane on the right side of the window, a description of the sample appears. If

    the sample has a PivotDiagram, the description includes that information.

    1. Open the drawing with the PivotDiagram that you want to link the copied data to.

    NOTE If you have more than one PivotDiagram in your drawing you need to repeat thisprocedure for each PivotDiagram you want to link the copied data to.

    2. Select the PivotDiagram shape in your drawing.

    3. On the PivotDiagram tab, click the arrow below Refresh.

    4. Click Change Data Source.

    5. Follow the wizard, using your copy of the data as the data source.

    Lesson 5 Final lesson

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    What's new in Visio 2010

    In this article:

    It's Easier to Create Diagrams

    It's Easier to Create Diagrams

    Office Fluent interface, including the Ribbon

    Visio 2010 now has the Microsoft Office Fluent interface, including the Ribbon. The Ribbon keeps the

    most often-used commands visible while you're working instead of hiding them under menus or

    toolbars. Also, commands that you may not have known about before are now easier to discover.

    Commands are located on tabs, grouped by how they are used. The Home tab has a lot of the

    commands that are used most often, and other tabs have commands that are used for specia

    purposes. For example, to design and format your diagram, click the Design tab to find themes, page

    setup, backgrounds, borders, titles, and more.

    Starting a new diagram

    When you start Visio, you are presented with the New window in a new part of the Microsoft OfficeFluent UI. The New window contains the templates you use to start a diagram.

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    Many of the commands that used to be on the File menu are now in this area. When you start a new

    diagram from any of the templates, this space closes and the drawing window opens. To get back to

    this area for saving your file, printing, publishing, setting Visio options, or other non-diagramming

    actions, click the Microsoft Backstage Button.

    Shapes window update, including Quick Shapes

    The Shapes window shows all the stencils that are currently open in the document. Title bars for al

    the open stencils are at the top of the window. Click a title bar to see the shapes in that stencil.

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    The new Quick Shapes area at the top of every stencil (above the faint dividing line) is designed as a

    place for you to put the shapes you use most often. If you want to add or remove shapes, just drag

    the shapes you want into or out of the Quick Shapes area. In fact, you can rearrange the order of

    shapes anywhere in the stencil by dragging them where you want them.

    If you have several stencils open and you know you only need a few shapes from each stencil, click

    the Quick Shapes tab to see the Quick Shapes from all open stencils together in one place.

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    FINDING MORE SHAPES

    The More Shapes menu is now in the Shapes window, so you dont have to leave the Shapes

    window to open a new stencil.

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    By default, the Search box is hidden to make more room for shapes and stencils. To open the

    Search box, click More Shapes, and then click Search for Shapes.Search for Shapes uses the

    Windows Search engine to find shapes on your computer, so you must have Windows Search turned

    on to use it. To search the Internet for shapes, click Find Shapes Online.

    Live Preview

    Live Preview shows how formatting options, such as fonts and themes, will look before you commit to

    them. The style you point to is applied temporarily so you can quickly try several options.

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    Auto Size

    Auto Size replaces the printer-paper-sized visible page in the Visio drawing surface with an

    expandable page that eases the creation of larger diagrams. When Auto Size is turned on and you

    drop a shape outside the current page, the page extends to accommodate the larger diagram

    Printer-paper divisions are shown by dotted lines.

    Insert and delete shapes with automatic adjustment

    If you have already created a diagram but you need to add or remove shapes, Visio does connecting

    and repositioning for you. Insert a shape into a diagram by dropping it on a connector.

    The surrounding shapes automatically move to make room for the new shape, and a new connector

    is added to the sequence.

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    When you delete a shape thats connected in a sequence, such as the middle shape above, the two

    connectors are automatically replaced by a single connector between the remaining shapes. In this

    case, though, the shapes do not move to close up the spacing, because that might not always be the

    right action. If you want to adjust the spacing, you can select the shapes and click Auto Align &

    Space.

    Auto Align and Space

    Make alignment and spacing adjustments to shapes by using the Auto Align & Space button. You can

    adjust all the shapes in a diagram at the same time, or select shapes if you want to specify which

    ones are adjusted.

    To perform alignment and spacing adjustments, on the Home tab, click Auto Align & Space.

    To perform alignment, spacing, or orientation adjustments separately, on the Home tab, click

    Position, and then click the command you want.

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    AutoConnect enhancements

    The AutoConnect feature makes it easier to connect shapes:

    When you hold the pointer over a blue AutoConnect arrow, a mini toolbar appears that

    contains up to four shapes from the Quick Shapes area of the currently selected stencil.

    If your shapes are already on the page, you can drag a connector from a blue AutoConnect

    arrow of one shape and drop it on another shape. By connecting shapes this way, you dont

    need to switch to the Connector tool.

    Point to a shape on the mini toolbar to see a live preview on the page, and click to add the shape,

    already connected.

    Clarify the structure of diagrams

    CONTAINERS

    A container is a shape that visually contains other shapes on the page. Containers make it easier to

    see groups of shapes that are logically related to each other.

    Containers also manage the position of member shapes by moving, copying, or deleting the member

    shapes along with the container. To protect the shapes, you can lock the contents of a container so

    shapes cannot be deleted or added.

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    Containers can automatically expand themselves as you add shapes, and also reduce their size to fit

    the contents after you remove shapes.

    Some containers manage sets of shapes

    Some containers help you manage ordered sets of unconnected shapes by making it easier to add,

    remove, and reorder the items in the list. Examples of such shapes include Tree Control in the

    Wireframe diagram, and Swimlane shapes in Flowchart and Cross Functional Flowchart diagrams

    You can add the default member shape to this kind of container by clicking the blue insertion arrow

    that appears when you hold the pointer over a corner of the container.

    CALLOUTS

    Use callouts to explain or describe shapes in the diagram. Callouts are usually associated with a

    particular shape, and they move with the shape during manual and automatic adjustments.

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    Data graphics legends

    Legends explain what the icons and colors mean in diagrams that use data graphics, so your diagram

    is easily understandable even without text labels beside every data graphic.

    Click the Insert Legend button, and Visio generates the legend automatically based on the data

    graphics that are on the page.

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    Enhanced grid, alignment, and snap

    New guides show when shapes are aligned and spaced evenly, and snapping points based onalignment and spacing help you position them in the right place.

    Paste copied shapes with greater control

    Visio 2010 offers two options to help you paste shapes where you want them:

    Paste shapes in the same location as the original page.

    Right-click to paste at the pointer location.

    PASTE SHAPES IN THE SAME LOCATION AS THE ORIGINAL PAGE

    When you copy one or more shapes from one page and then use the Paste button or CTRL+V to

    paste them in a different page, the shapes are pasted into the same relative location on the new

    page.

    RIGHT-CLICK TO PASTE AT THE POINTER LOCATION

    For greater control when pasting, right-click the page where you want the shape to be and then click

    Paste. The shape is pasted in the page with the center of the shape at the location you clicked.

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    Improved page tab functionality

    A new Insert Page tab is available that adds a new page with one click.

    In addition, you can get to the Page Setupoptions for a page directly from the page tabs shortcut

    menu.

    Change your view by using the status bar navigation tools

    The status bar contains tools to help you navigate diagrams and documents. The tools include Ful

    Screen, Zoom Level that you can set by percentage, a Zoom slider, a Fit page to current window

    button, a button to open the Pan & Zoom window, and a button to Switch Windows.

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    Visio Services

    Visio Services integrates your diagram with SharePoint Web parts to create a high-fidelity, interactive

    experience for one person or many people at once, even if they dont have Visio installed on their

    computers. Viewers can zoom and pan around the diagram, and follow hyperlinks in shapes.

    You can publish a diagram directly to SharePoint from inside Visio 2010. Create the diagram in Visio,

    use Visio to publish it to the server, and view the diagram in a browser.

    Diagrams can also be linked to data, and the view can be refreshed automatically or by the user to

    stay current.

    Process Management

    In addition to all the diagramming improvements noted above, Visio contains new tools to help you

    model, validate, and reuse complex process diagrams.

    Process diagrams are visualizations of any sort of step-by-step process. They are usually created as

    flowcharts, with shapes that represent steps in the process connected by arrows that show the

    direction to the next step.

    Validate process diagrams

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    You can now analyze process diagrams automatically to make sure they're properly constructed and

    compliant with business logic that is defined for the document.

    Validation errors are displayed for resolution in the Issues Window.

    Visio includes sets of rules that are specific to each type of process diagram.

    Sub-processes

    Sub-process diagrams help you break up complex processes into manageable pieces. You can

    select a sequence of shapes:

    Click Create from Selection:

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    Visio moves the selected shapes to a new page and replaces them with a Subprocess shape that is

    automatically linked to the new page.

    If you have not drawn the subprocess yet, you can click Create New to add a Subprocess shape to

    the page and also a new page that is linked to the shape. If the subprocess is already diagrammed on

    another page or in a different document, you can drop a Subprocess shape on the current page, clickLink to Existing, and navigate to the subprocess page.

    SharePoint workflows

    Visio includes a template and shapes for designing workflows that can be imported into SharePoint

    Designer. You can also take workflow files that were created in SharePoint Designer and open them

    in Visio, which generates a diagram of the workflow that you can view and modify. You can pass a file

    back and forth between the two with no loss of data or functionality.

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    SharePoint process repository

    The process repository is a site template that is included with SharePoint. It provides a place to share

    and collaborate on process diagrams. The repository has built-in file access control and version

    control; users can view the process diagram simultaneously and edit the diagram without corrupting

    the original.

    New and Updated Diagram Types and Compatibility

    IMPROVED SWIMLANE MANAGEMENT IN CROSS-FUNCTIONAL FLOWCHARTS

    Cross-functional flowchart diagrams use the new Container and List functionality to improve swimlane

    management, and support the concepts of phase and straddling shapes.

    BUSINESS PROCESS MODELING NOTATION (BPMN) DIAGRAMS

    Create flowcharts that follow the Business Process Modeling Notation 1.2 standard, and use the new

    validation tool to help find issues that you can correct before finishing the diagram.

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    SIX SIGMA DIAGRAMS

    Create Six Sigma flowcharts and House of Quality diagrams.

    WIREFRAME DIAGRAMS

    Wireframe diagrams contain medium-fidelity UI shapes for software application prototyping and

    design.

    SHAREPOINT WORKFLOW DIAGRAMS

    Diagram your workflow in Visio using the SharePoint template and shapes, and you can export it to

    SharePoint Designer to implement on your site.

    UPDATED AUTOCAD COMPATIBILITY

    You can import, save, and work with CAD files from AutoCAD 2008.


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