Visio 2010 - Fundamental Concepts

This book will cover fundamental skills as well as how to create several types of diagrams using Microsoft Office Visio Professional. This will include Stencils, drawing commands, alignment/arrangement, shape formatting, line tools, text formatting, and page formatting to add background images. Students will create basic flow diagrams, complicated flow logic diagrams, directional maps, work flow diagrams, conference floor plans, Phase diagrams, cross-functional flowcharts, and organizational charts. As students create these drawings, they will also learn techniques to drag and manipulate Visio master shapes, create connections between shapes, and apply styles to shapes, text, and pages. Shortcuts will also be learned to enhance productivity and unique tools designed for each type of drawing will be introduced. When students have completed the course, they will have a firm grasp of all of the skills needed to create any kind of diagram using Visio. Although we are only offering the fundamentals course at this time, advanced topics will be provided in the class. Hopefully, once students understand the style of the program, they will be able to continue the learning process on their own.
This book is designed in conjunction with an Online-Instructor-Led course (for more information see: www.excel-networks.com). Unlike other manuals, you will not need to review lengthy procedures in order to learn a topic. All you will need are the brief statements and command paths located within the book to show you how to use a concept. Furthermore, you will find that this book is often used as a reference to help comprehend a concept quickly, and an index is provided on the last page of the book to reference pages as needed. If more detail is needed, you can always use the Internet to search a concept. If your skills are weak due to lack of use, you can refresh your memory quickly by visually scanning the concepts needed and then testing them out using the application. Table of Contents 1. Overview / Interface 3 2. Stencil / Library Shapes 6 3. Drawing Commands 8 4. Arrangement / Manipulation Tools 9 5. Format Shapes 12 6. Line Tools 13 7. Text Formatting 15 8. Page Formatting 18
9. Process Flow Diagrams 22
10. Cross Functional Diagrams 25
11. Workflow Diagrams 26
12. Organizational Charts 27

Appendix A - Visio 2010 Keyboard Commands 31

Exercise Download
Exercises are posted on my web site and can be downloaded to your computer.
Please do the following:

Open Internet Explorer.
Type the web address: excel-networks.com/download/visio2010-1.exe
You might get several security warnings, but answer yes and run to each one. When you click “Unzip,” the files will be located in C:\Data\Visio2010-1 folder. | If there are any questions or problems, please contact Jeff Hutchinson at: JeffHutch@Excel-Networks.com | About the Author
Jeff Hutchinson is a computer instructor teaching a variety of classes around the country. He has a BS degree from BYU in Computer Aided Engineering and has worked in the Information Technology field supporting and maintaining computers for many years. He also owned a computer training and consulting firm in San Francisco, California, and after selling his business in 2001, he has continued to work as an independent computer instructor in California and Utah. Mr. Jeff Hutchinson lives in Utah and provides training for the Utah Valley University Community Education system, offering valuable computer skills for the general knowledge of students, career development, and career advancement. Understanding the technology and the needs of students has been the basis for developing this material. Jeff Hutchinson can be contacted at JeffHutch@Excel-Networks.com or (801) 376-6687.

Copyright and Release Information
This document was updated on 8/13/2014 (Version 3) and is designed for Microsoft Visio 2010 (it has some information related to Visio2007 because the menu and tools are different.) The material is the sole property of Jeff Hutchinson and Excel Networks. Any emailing, copying, duplication or reproduction of this document must be approved by Jeff Hutchinson in writing or Email. However, students who take a class or purchase the material can use this document for personal development and learning.
Legend
Numbered sections on the left are the Concepts.
Italic text is used to highlight commands that will perform the concept or procedure to complete the practice exercises.
Practice Exercises are a Step-by-Step approach to performing concepts.
Student Projects are Independent Exercises used to perform concepts.
Dark, Grayed-Out Sections are optional/advanced concepts.
Bolded items are menus, ribbons, or commands used.

Visio 2010 Fundamental Concepts 1. Overview / Interface
We will look at the interface and commands to navigate the screen using View Commands.

Concept | Explanation / Command String in italic. | Handout | Appendix A - Keyboard Shortcuts | 1.1 Business Templates | Some of the more popular Templates are: Charts, Organization Chart, Pivot Diagrams, etc. File tab NewBusiness. | | 1.2 Engineering Templates | One of the more popular Templates is: Basic Electrical.File tabNew Engineering. | | 1.3 Flowchart Templates | Some of the more popular Templates are: Basic Flowchart, and Cross-Functional Flowchart.File tab New Flowchart. | | 1.4 General Templates | Some of the more popular Templates are: Basic Diagram and Block Diagram. File tab New General. | | 1.5 Maps and Floor Plans | Some of the more popular Templates are: Directional Map, Floor Plan, Home Plan and Office Layout.File tab NewMaps and Floor plans. | | 1.6 Network | Some of the more popular Templates are: Active Directory and Basic Network Diagram. File tabNew Network. | | 1.7 Schedule | Some of the more popular Templates are: Timeline and Gantt Chart. File tabNew Schedule. | | 1.8 Software and Databases | Some of the more popular Templates are: Data Flow Diagram and Program Structure.File tabNew Software and Databases. | | 1.9 Tools Group (6 Most Used) | These 6 tools are the most commonly used and the most misunderstood. Understanding these tools will make Visio easier to use. - The Pointer tool is used to select objects. - The Drawing tools are used to draw Lines, Ellipse, Rectangle, Arc, Pencil, and Eccentric handles. - The Connector tool is used to draw connecter lines between objects.The Connection Point tool is used to add and move connection points on objects. Use the Ctrl Click to add a connection point. The Text tool is used to add text to objects, lines and free floating. - The Text Block tool is used to modify and move text blocks. | 1.10 Shapes Group | Some of the most common formatting feature are contained here:HomeShapes ribbon group. | 1.11 Zooming | Zoom In - Ctrl+Shift left mouse button.Zoom Out - Ctrl+Shift right mouse button.Zoom in Rectangle box – Hold the Ctrl+Shift key down, draw a rectangle using the left mouse button.Zoom Slider – Version 2010+: Located in the lower right corner. Zoom Percent - View ribbon tabZoom. 2007: View MenuZoomFit to Window: Ctrl+Shift W | 1.12 Task Pane Actions | View ribbon tabTask PaneSize & Position.
Autohide – Click the pin to Autohide the pane. Float – Grab the gray title and drag it out to the middle of the screen. Anchor – Grab the gray bar and carefully drag it to the edge of the screen. Expanded – Grab the gray bar and move it to the far right, bottom or top edge.
Note: Autohide does not work on the Shapes Window. | 1.13 Shapes Window | Minimize/Expand the Shapes/Stencil Window.
View ribbon tabTask PaneShapes.
2007: View menuShapes Window. | | 1.14 Shape Data | Each shape can contain attributes:
2010+: View ribbon tabTask PaneShape Data.
2007: View menuShape Data Window.Note: Properties can be added to a shape and exported to Excel. ReviewShape Report. | | 1.15 Pan & Zoom | Displays a Zoom window for navigation purposes:2010+: View ribbon tabTask PanePan & Zoom.
2007: View menuPan & Zoom Window. | | 1.16 Size & Position | Displays the actual dimensions of the selected object: 2010+: View ribbon tabTask PaneSize & Position.
2007: View menuSize & Position Window. | | 1.17 Ruler | To turn on/off the ruler: View ribbon tabRuler.Detailed Properties: View ribbon tabShow ribbon group More options | 1.18 Grid | View ribbon tabGrid.Detailed Properties: View ribbon tabShow ribbon groupMore options. | 1.19 Glue | Once a connection is made, the object is then glued together.
Detailed Properties: View ribbon tabVisual Aids ribbon group More options. | 1.20 Guide | Drag the guide from the top or left ruler.
To delete guide: HighlightDelete key. View ribbon tabGuide. | 1.21 Connection Point | The Connection Point tool is used to move the existing connection point to a new location and CtrlClick on shape will add a new one.
View ribbon tabConnector Points. |
Optional Topics 1.22 Templates | Templates allow you to save designs that contain the same document style. To maintain uniformity across all diagrams, it’s better to create a Visio template containing header, footer backgrounds, designs, styles and watermark etc. | Practice Exercise 1 | File tabNewFlowchartBasic Flow Chart.Add Stencil: More ShapesGeneralBasic Shapes.Background: Design ribbon tabBackground(Choose Background)Theme: Design ribbon tabTheme(Choose Theme)Borders/Titles: Design ribbon tabBorders and titles(Choose border)Paper Size: Design ribbon tabSize(Choose paper size)Create Template Folder: The template folder will contain all templates.Save Template: File tabSave AsSave As Type: Template (*.vst)File Name: My TemplateSave. | 1.23 Redefine 0,0 Point | If you need to redefine the X and Y coordinates to an object in the middle of your document, drag the guide holding the (Ctrl) key to redefine the 0,0 point.
Double click in the Ruler (upper/left corner) to reset to 0,0. | Student Project A - Draw the following: File tabNewFlowchartBasic Flowchart. | Use the basic flowchart shapes to draw the objects, the Connector tool to draw the lines, the Text tool to add text, the Text Block tool to move the text blocks, and the Pointer tool to move things around. | Flowchart 1 Flowchart 2 Flowchart 3 | 2. Stencil / Library Shapes
Stencils are the library shapes or the building blocks used to create drawings. You can search or add additional Stencil libraries when new objects are needed. 2.1 Shapes | A shape is a component inside the stencil. It is also called a part or object. | 2.2 More Shapes | This will allow you to add additional Stencils.2010 Feature: This will list the standard Shapes/Stencil available.2007: File menuShapesNew Stencil. | 2.3 Search | Search for the keyword on top of the Stencil panel. | 2.4 My Shapes | Save a new stencil.
2007: File MenuShapesMyShapes. | 2.5 Collapse/ Expand | Click on the Stencil labels to Collapse and Expand the libraries. | 2.6 Rename New Stencil | When a new blank stencil is created it uses a default name. You then need to rename it to the desired name.
R-Click on the TitlePropertiesTitle: Enter name. | |

Student Project B - Directional Map File tabNewMaps and Floor PlansDirectional Map. | Additional resources may be needed Maps and Floor PlansMaps
Landmark Shapes / Transportation Shapes / Road Shapes / Directional Map Shapes (3D). | Search for Bridge shape, Park, and north for the compass. | The following commands will be needed: Text tool, and Freeform tool. | Note: You may need to redraw the river using the Freeform tool several times until it takes shape. Also click the left mouse button to create the corners at the end of the river. | | | Refer to file: Visio-Directional Map City of Jonesville.pdf. |

3. Drawing Commands
This chapter will discuss the most commonly used commands to create a drawing. 3.1 Pointer Tool | Commonly used to select objects and shapes.Click Select/Deselect shapes, (Shift/Ctrl) multiple shapes.
Ctrl A or 2007: Edit menuSelect All.Lasso Select: Draw a rectangle around multiple shapes.
When you select multiple shapes, they can be rotated or scaled as a group. | 3.2 1D Shape | A 1D shape is a Line. Use Shift to draw at 45 Degrees, move the endpoints to stretch or move position, and attach connection lines to the connection points. | | 3.3 2D Shapes | A 2D shape is a box. Use the Shift key to force the 2D object to be proportional, use Rotational handle to rotate, use the Control Handles to move or stretch the 2D object, and add Connection lines to the connection Points. | | 3.4 3D shapes | A 3D shape adds shadows to 2D shape.
Home ribbon tabShape groupShadow.
2007: Format menuFillShadow. | | 3.5 Drawing toolbar | Rectangle tool – Use the Shift key to rotate the then shape and use the resizing handles.
Ellipse tool– Use the Shift key to draw a perfect circle.
Line tool – Use the Shift key to draw 45 degree angles.
Freeform tool – Draws freehand.Arc tool – Draws arcs and lines.
Pencil tool – Use the Pencil tool to draw both lines and arcs. | | 3.6 Control Handles | Located on the upper corner and the sides of every object. | | 3.7 Corner rounding | Home ribbon tabLineLine Options. | |

Practice Exercise 2 – Test CommandsTest out pointer tool, connection tool, text tool, connector point, and text block. | |

Practice Exercise 3 - Open file DrawingExercise.vsd. |

Student Project C - Workflow DiagramFile ribbon tabNewGeneralBasic Diagram. | You may need a Stencil from the FlowchartDepartment, Work Flow Objects, and Work Flow Steps. | The standard drawing tools will be needed to complete the drawing. | | | Refer to File: Visio Org-Chart2.pdf. |

4. Arrangement / Manipulation Tools
After shapes are placed, they may need to be moved, adjusted, and arranged to obtain the desired result.

4.1 Grouping | When grouped, both objects can move together when one is selected. If you click twice on the grouped object, then you can move them independently.
Use the Shift/Ctrl keys to select multiple objects
Right-ClickGroup2007: Use the Shift/Ctrl keys to select multiple objects Right-Click ShapeGroup. | | 4.2 Shape Alignment | This allows you to align several selected objects.Select several objects using the pointer tool Home ribbon tabPositionArrange GroupAlign.
2007: ShapeAlign.?? | | 4.3 Shape Distribution | This distributes evenly several selected objects. Select several objects using the pointer tool Home ribbon tab PositionDistribute.
Home ribbon tab PositionShape Spaces Distribute. 2007: ShapeDistribute.?? | | 4.4 Flip Shape | This flips a picture or shape so the image is completely opposite.Select ShapeRotate Text handle, Home ribbon tabPositionRotate Shapes.
2007: ShapeRotate or FlipFlip. | | 4.5 Rotate | This allows you to rotate a shape.Select ShapeRotate Text handle, Home ribbon tabPositionRotate Shapes.
2007: Select ShapeRotate Text handle, ShapeRotate or FlipRotate.?? | | 4.6 Stacking Order | This is the order when objects are placed on top of each other.R-ClickBring to Front, Home ribbon tabBring to Front.2007: R-ClickShape, ShapeOrder. | | 4.7 Copy Object | This is an alternative to Copy and Paste: Ctrl Drag & Drop. | 4.8 Repeat Copy | This will repeat and copy the specified distance: Ctrl Drag & Drop then press F4. | 4.9 Nudge | This will move the shape a smaller distance compared to pressing the Arrow keys. Holding the Shift key with an arrow is called a Nudge. | Optional Topics 4.10 Duplicate Object | Quick AccessMore CommandsAll CommandsDuplicate.
Select ImageDuplicate.
2007: Edit menuDuplicate. | 4.11 Scroll Lock Key | Scroll Lock Key will switch between moving the page and object. | 4.12 Stamp

| Quick AccessMore CommandsAll CommandsStamp.
Ctrl to Select then Ctrl Drag n Drop, stamp, stamp, stamp.
Note: If the shape size changed after it was placed, the stamp tool will copy the original image and it will stamp the latest object added from the stencil library. |

Practice Exercise 4 – Grouping, Alignment and Distribution.Test out Grouping, Alignment, Distribution, Stacking Order, Rotate, and Copy. | |

Practice Exercise 5 –Align different size shapesAlign different shapes both vertically and horizontally. File menuNewGeneralBasic Diagram. | |

Practice Exercise 6 - Open file AlignmentExercise.vsd |

Practice Exercise 7 – AlignmentArrange and distribute the following shapes.File tabNewSoftware and Database Enterprise Application. | |

Practice Exercise 8 – GroupingAdd a picture to a rectangle by 1) creating a rectangle 2) adding a picture 3) moving objects next to each other 4) grouping the objects. | I’m a Koala.
I’m a Koala. | Student Project D – Conference RoomFile tabNewGeneralBasic Diagrams. | The following commands will be needed: Control Handle, Copy, Rectangle tool, F4-Repeat, Format presentation area R-Click Format Fill/line, Round tables: Format Fill., and Text tool. | Refer to file: Visio-FloorPlan My Conference Setup.pdf. | | | 5. Format Shapes
These are formatting commands that will change the look and layout of shapes.

5.1 Shadow Fill styles | Creates shadows behind shapes. Home ribbon tab FillShadowStyles. 2007: Format menu Shadows. | | 5.2 Transparency | See through an image (invisible). Home ribbon tabFillTransparency. | 5.3 Fills | Make the image a solid color. Home ribbon tab FillFill Color. | 5.4 Fill patterns | Add a predefined pattern to the shape. Home ribbon tab FillPattern. | 5.5 Format Painter | Use the Format Painter to copy a format of a shape: select object 1Click the Format PainterSelect object 2. Note: If you double click on the Format Painter, you can format multiple objects. | Practice Exercise 9 | Add 2 shapesFormat one shapehighlight/select formatted shapeFormat Painter Click 2nd shape. | 5.6 Format Several Objects | Select several objects using the Shift/Ctrl, and then format the objects once. | Practice Exercise 10 | Add 3 shapeschoose the Pointer Tool Select all 3 shapes using Shift and CtrlHome ribbon tabFill Choose a color. |

Practice Exercise 11 – Draw a rectangle and test out Shadow, Transparency Fills, Fill Patterns and create the next shape. | |

Student Project E – Move FlowchartDraw the following Flowchart and use Shadows on objects. | Move To New Location |

6. Line Tools
This section will change the look and layout of lines.

6.1 Line Styles | Format the weight, dashes, arrow heads and color. R-Click on lineFormatLine. | | 6.2 Line Style Options | These are the detail options for a line.
R-Click on a line FormatLineLine Options. | | 6.3 Arrow Heads | Add beginning or ending arrowheads to the line.R-Click on the lineFormatLineArrows.Or Home ribbon tabLineArrows. | | 6.4 Connector Tool | This draws lines between shapes at the connection point. | 6.5 Placement | This will drag n drop shape from the Stencil. | 6.6 Connection Point tool | This adds and moves connection points on an shape. Hold the Ctrl key down to add additional connection points on a shape. |
Optional Topics 6.7 Callouts | Select ShapeInsert ribbon tabDiagram Parts GroupCallout Dropdown.
2007: Select ShapeInsert ribbon tabDiagram Parts GroupCallout dropdown arrow. | | 6.8 Containers | These are containers to place a group of shapes. Insert ribbon tabContainer. Place objects in the container. | | 6.9 Dynamic Connectors | Dynamic connectors provide specialized routing between shapes. MoreVisio ExtrasConnectors. | |

Practice Exercise 12 – Drawing ToolsTest out Line Styles, Arrow Heads, Callouts, Containers, Connectors, and Dynamic Connectors. |

|

Student Project F – Decision ProcessDraw the following flow chart. | Decision Process | 7. Text Formatting
Once text is placed the individual text or the Text Block can be formatted.

7.1 Text Block tool | Select as a block and move to offset a line or object. | 7.2 Text Formatting | Select the text and use the Home ribbon tab to format the text. Home ribbon tabFont ribbon group. | |

7.3 Text Dialog Box Font | Detailed Format Dialog Box. R-Click on the Text Block FormatTextOr Home ribbon tabFont ribbon group Arrow in lower right corner | | 7.4 Text Dialog Box Character | Detailed Character Formatting. R-Click on the Text Block FormatTextOr Home ribbon tabFont ribbon group Arrow in lower right corner | | 7.5 Text Dialog Box Paragraph | R-Click on the Text BlockFormatParagraph.
2007: ShapeAlign Shape. | | 7.6 Text Dialog Box Text Block | R-Click on the Text Block FormatTextOr Home ribbon tabFont ribbon group Arrow in lower right corner . | | 7.7 Text Dialog Box Tabs | R-Click on the Text Block FormatTextOr Home ribbon tabFont ribbon group Arrow in lower right corner . | | 7.8 Text Dialog Box Bullets | R-Click on the Text BlockFormatTextBullet tab. | | 7.9 Format Painter | Paint Once: Select TextFormat PainterPaint format on new text.Paint Multiple Times: Select TextDouble Click on Format PainterPaint format on new text. |

Practice Exercise 13 – Text FormattingTest out the Text block tool, Bullets, and text dialog box. | ● Test1 ● Test2 Test ● Test1 |

Student Project G – Phase Diagram File ribbon tabNewFlow ChartBasic Flowchart.Draw the following Chart. | | Example File: Visio-FlowChart SW Development Process.pdf. |

8. Page Formatting
Background pages can be created and placed under the main page.

8.1 Print Setup | One important feature is the Orientation (Portrait or Landscape)R-Click on a Page
Page Setup
Print Setup | | 8.2 Page Size | One important feature is letting Visio expand the page. Let Visio expand the page as needed.R-Click on a Page
Page SetupPage Size | | 8.3 Drawing Scale | One important feature is the predefined scale for architectural designs.R-Click on a Page
Page SetupDrawing Scale. | | 8.4 Page Properties | One important feature is defining the page type such as Foreground/ Background. R-Click on a Page
Page Setup
Page Properties | When you create a background page, you can add page numbers, drawing labels, and graphic image. 2007: Insert menuNew Page. | 8.5 New Page | This inserts a new page if needed. Insert ribbon tabBlank Page.
2007: Insert MenuNew Page. | 8.6 Add Background to New Page | This adds a page behind the main document. Right-click on Page-1Insert Background | Practice Exercise 14 Page Types | File ribbon tabNewFlowchartBasic FlowchartRight-Click on Page-1Insert BackgroundName: Background-1OkAdd a label to the top right cornerRight-Click on Page-1Page SetupBackground: Background-1Ok. | 8.7 Page Numbers | Add text boxInsert ribbon tabFieldPage InfoPage Number. | 8.8 Background Layouts | Design ribbon tabBackgroundChoose background.
2007: The background layouts are located in the Background Stencil. | | 8.9 Borders and Titles | Design ribbon tabBorders and Titles. | | 8.10 Themes | Design ribbon tabThemes ribbon group.
2007: Format ribbon tabTheme, Format ribbon tabRemove Theme. | 8.11 Page Links | Hyperlink to a Page: R-Click on shapeHyperlinkSubAddress: Page-2OK.
To navigate to the new page: R-Click on imageChoose Link. |
Optional Topics 8.12 Layout and Routing | I suggest never changing these parameters unless you have specific documentation explaining the outcome. If you need to make changes, remember the original setting. | | 8.13 Shadows | This sets the default shadow for the system. | | 8.14 Transparency on Image | If you want to add an image as a background, you can make it transparent by changing the formatting options. 1. Create Background image: Right-Click on Page-1InsertName: Background.2. Right-Click on Background page Page SetupPage Properties tab Check the Background Ok.3.Insert ribbon tabPicture(Choose Picture)Place on Background page.3. Select ImageFormat ribbon tabBrightnessPicture Correction Options Ok |

Practice Exercise 15 – Background Command
Create a background layout, and link it to a background page. Link page one to the background, and add page numbers oto the background page. Page-1 Linked Background Linked VBackground-1 |

Student Project H – Flowchart with Background. | Draw the following and add a background to the drawing. | File ribbon tabNewGeneralBasic Diagram. | Use Ellipse, Rectangle, and Line tools to draw the following. | |

9. Process Flow Diagrams Flowcharts describe the process or the order in which things should follow.

Student Project I –
FlowchartFile ribbon tab
NewFlowchart
Basic Flowchart. | You may need the following tools:
Pointer, Connector,
Text, and Text Block
Then, adjust the
Control Handles and fill the background of the boxes.

Refer to File: | Visio-FlowChart
Linked data.pdf. | | | Student Project J Telemarketing Hiring ProcessDraw the followingExample File: Visio FlowChart Intro Lab.pdf | |

Student Project K - Interview Process | Student Project L -Hiring Process | | |

10. Cross Functional Diagrams
Cross-Functional diagrams are used for phase or time intervals. They can also be used to define major processing groups.

Student Project M - Cross Functional Diagrams | File ribbon tabNewFlow ChartCross-Functional. | In order to format the background of the Cross functional band, Select the Box (Look for blue band)
R-ClickFormatFill, Color: Blue Transparency: 50% | You may need to use the following tools: Pointer, Connector, Text, Text Block, Line format, and Fill format. Then adjust the Control Handles. | | | Refer to File: Visio-CrossFunctional Production.pdf. |

11. Workflow Diagrams
A workflow diagram can show people and how they fit into the flow or process.

Student Project N - Workflow Diagrams | File ribbon tabFlow ChartWork Flow Diagrams. | You may need a stencil from the FlowchartWork Flow Objects and Work Flow Steps. | The commands needed are: Connect, Text, and Text Block. Then, move the objects using the Control Handles. | | | Refer to File: Visio-Workflow Diagram.pdf. |

12. Organizational Charts
Organizational charts are used to view how the organization is laid out and the hierarchy of authority.

Practice Exercise 16 | File ribbon tabBusinessOrganization Chart. | | 14.1 Org Chart Ribbon | The features of Visio 2007 will use a menu and toolbars. | 14.2 Executive | Place the object first, then place Manager on top of the Executive. | | 14.3 Manager | This will appear under Executive. | | 14.4 Horizontal | Select ExecutiveHorizontalCenter, Left, Right, Left Offset, Right Offset, and Stagger. | | 14.5 Vertical | Select ExecutiveVerticalLeft, Right, Center Left, Center Right, Left Offset, Right Offset, and Staff Left. | | 14.6 Side by Side | Select ExecutiveSide by SideSingle Side, Single Top, Double Side, and Double top. | | 14.7 Relay Out | This automatically rearranges the shapes using the predefined layout chosen. | 14.8 Best Fit to Page | This will try to fit the objects to the page. | 14.9 Change Spacing | This changes the spacing between objects. Select the Executive
Org Chart ribbon tabChange SpacingLooser. | | 14.10 Layout Dialog Box | Org Chart ribbon tabLayout ribbon groupMore Options . | | 14.11 Move Left/Up | This moves the object to the top or left. | | 14.12 Move Right/Down | This moves the object to the right or down. | | 14.13 Show/Hide Subordinates | This will hide the objects under the hierarchey. | 14.14 Change Position Type | This will change the shape to a different type. | 14.15 Insert | This will put images or pictures in a box on the left side. | 14.16 Delete | This will delete image or picture from box. | 14.17 Show/Hide Image | This removes or shows the image/picture. | 14.18 Display Options | This will change the width of the boxes. |
Optional Topics 14.19 Import | Imports from Excel or other format. | 14.20 Export | Exports to Excel or other format. | 14.21 Compare | Compares to layouts. | 14.22 Drawing Tools | Used to add additional lines and floating rectangles. |
Practice Exercise 17 – Simple Organization Chart |

Student Project O - Create the CEO Organization |

Student Project P - Departmental Organization Chart | Refer to File: Visio Org-Salesorg.Pdf. |

Appendix A - Visio 2010 Keyboard Commands

File Tools ALT+F12 | Save Workspace | CTRL+F2 | Print Preview | CTRL+N | Open new drawing | CTRL+F4 | Close drawing | CTRL+P | Print | CTRL+O | Open | CTRL+S | Save |
Page Tools ALT+F5 | Restore the size of the program window. | ALT+F10 | Maximize program window | CTRL+W | Display entire page | ALT+F7 | Cascade | SHIFT+F7 | Tile Horizontally | CTRL+SHIFT+F7 | Tile Vertically | CTRL+SHIFT+I | Actual Size | CTRL+F | Find | F1 | Display Help | F5 | Full Screen view | F7 | Spelling checker | F10 | Activate the menu bar |
Drawing Tools CTRL+7 Arc tool | | CTRL+SHIFT+1 | Connection Point tool | CTRL+3 | Connector tool | CTRL+SHIFT+2 | Crop tool | CTRL+9 | Ellipse tool | CTRL+5 | Freeform tool | CTRL+6 | Line tool | CTRL+4 | Pencil tool | CTRL+8 | Rectangle tool | F8 | Align Shapes | CTRL+1 | Pointer tool | CTRL+H | Flip Horizontal | CTRL+SHIFT+F | Bring to Front | CTRL+SHIFT+B | Send to Back | CTRL+D | Duplicate | CTRL+J | Flip Vertical | CTRL+G | Group | CTRL+SHIFT+U | Ungroup | CTRL+L | Rotate Left | CTRL+R | Rotate Right | SHIFT+F9 | Toggle Snap on or off | ALT+F9 | Snap & Glue | ESC | Deselect all shapes in the stencil |
Manipulation Tools CTRL+C | Copy | CTRL+X | Cut | CTRL+V | Paste | CTRL+Z | Undo | CTRL+Y | Redo | CTRL+A | Select All | F4 | Repeat |

Formatting Features CTRL+I | Italic | CTRL+B | Bold | CTRL+U | Underline | CTRL+SHIFT+D | Double underline | F3 | Fill Format | F11 | Text/Font dialog box | ARROW KEYS | Nudge (Scroll Lock must On) | CTRL+BACKSPACE | Delete previous word | CTRL+SHIFT+4 | Text Block tool | CTRL+SHIFT+D | Double underline | CTRL+SHIFT+A | All caps | CTRL+SHIFT+K | Small caps | CTRL+SHIFT+ | Decrease font size | CTRL+SHIFT+ | Increase font size | CTRL+F11 | Display Text dialog box, Tabs tab | CTRL+SHIFT+7 | Paragraph marker | CTRL+SHIFT+
ALT+C | Copyright symbol | CTRL+SHIFT+
ALT+R | Registered trademark |
Aligning text CTRL+SHIFT+L | Align text left | CTRL+SHIFT+C | Center text horizontally | CTRL+SHIFT+R | Align text right | CTRL+SHIFT+J | Justify text horizontally | CTRL+SHIFT+T | Top align text | CTRL+SHIFT+M | Center text vertically | CTRL+SHIFT+V | Bottom align text |
Zooming Tools F6 | Zoom | CTRL+SHIFT+click | Zoom in | CTRL+SHIFT+right | Zoom out | CTRL+SHIFT+drag a rectangle | Zoom in on a selected area |

Visio 2010 Fundamentals Index

1D Shapes 8 2D Shapes 8 3D shapes 8 Arrow Heads 14 Background 20 Basic Diagram 8, 12, 22 Basic Flowchart 6 Business Templates 3 Callouts 14 Collapse/Expand 6 Connection Tool 14 Connector Points 5 Connectors 14 Containers 14 Control Handles 8 Copy Object 10 Corner rounding 8 Cross Functional Diagrams 25 Cross-functional 25 Directional Map 7 Drawing Commands 6, 8, 9, 12, 13, 15, 18 Drawing toolbar 8 Duplicate Object 10 Dynamic Connectors 14 Engineering Templates 3 Fill Patterns 12 Fills 12 Flip Shape 10 Flowchart 22, 23 Flowchart Templates 3 Format Painter 12, 17 Format Several Objects 12 General Templates 3 Glue 5 Grid 5 Grouping 9 Guide 5 Keyboard Commands 31 Line Style Options 14 Line Styles 13 Maps and Floor Plans 3 More Shapes 6 My Shapes 6 Network 4 New Page 19 Nudge 10 Organization Chart 27 Organizational Chart Best Fit to Page 27 Change Position Type 27 Change Spacing 27 Compare 28 Delete 28 Display Options 28 Drawing Tools 28 Executive 27 Export 28 Import 28 Insert 28 Manager 27 Move Left/Up 27 Move Right/Down 27 Org Chart Ribbon 27 Relay Out 27 Show/Hide Image 28 Show/Hide Subordinates 27 Side by Side 27 Vertical 27 Organizational Chart Horizontal 27 Page Numbers 20 Page Setup 18 Page Styles 20 Palette Actions 4 Pan & Zoom 5 Placement 14 Pointer Tool 8 Rename 7 Repeat Copy 10 Rotate 10 Ruler 5 Schedule 4 Scroll Lock Key 10 Search 6 Shadow Fill Styles 12 Shape Alignment 9 Shape Data 5 Shape Distribution 10 Shapes 6 Shapes Group 4 Shapes Window 5 Size & Position 5 Software and Databases 4 Stacking Order 10 Stamp 10 Templates 5 Text Block tool 15 Text Dialog Box 16 Text Formatting 15 Themes 20 Tools Group 4 Transparency 12 Workflow Diagrams 26 Zooming 4