Microsoft. Microsoft. Microsoft Visio Duration: 16hrs

Transcription

1 Visio 2010 Duration: 16hrs Target Audience: This course is designed for users who need to use the diagramming capabilities with Visio Pre-requisites: Basic knowledge of Windows operating system knowledge and Office. Course Outline Section 1: Starting Out Meeting Office Visio 2010 What is Office Visio 2010? What s New in Office Visio 2010? Opening Visio Interface Overview Interacting with Visio Closing Visio Working with Visio Files Saving Files Opening Files Using the Recent List Switching Between Open Files Closing Files Creating a Diagram Planning Your Diagram Understanding Templates, Stencils, and Shapes Using the New Diagram Window Finding and Adding Shapes Connecting Shapes Adding Text to Shapes Using the Shapes Pane Floating and Docking the Shapes Pane Minimizing and Hiding the Shapes Pane Floating and Docking Stencils Searching for Shapes Showing and Hiding Stencils Re-Ordering Stencils in the Shapes Pane Connecting Shapes Customizing the Dynamic Grid, Static Grid, and Ruler Changing Snap & Glue Options Creating a Basic Connection Customizing the Connector Moving Connectors Editing Connection Points Getting Help in Visio Getting Started with Office.com Opening Help Using the Help Screen Using the Help Toolbar Searching for Help Using the Table of Contents Getting Help in a Dialog Box Section 2: Understanding and Customizing the Visio Interface Getting Acquainted Using the File Menu (Backstage View) Using the Status Bar Using the Mini Toolbar Using Dialog Boxes Using Right-Click Menus Common Keyboard Shortcuts The Quick Access Toolbar About the Toolbar Adding and Removing Buttons Moving the Quick Access Toolbar Customizing the Toolbar Tabs and Groups About Tabs About Groups About Option Buttons

2 Minimizing the Ribbon Customizing the Ribbon Getting Started Adding or Removing Tabs Arranging Tabs and Groups Creating New Tabs and Groups Customizing Group Commands Resetting all Customizations Section 3: Overview of the Command Tabs The Home Tab Clipboard Commands Font Commands Paragraph Commands Tools Commands Shape Commands Arrange Commands Editing Commands The Insert Tab Pages Commands Illustrations Commands Diagram Parts Commands Links Commands Text Commands The Design Tab Page Setup Commands Themes Commands Backgrounds Commands Layout Commands The Data Tab External Data Commands Display Data Commands Show/Hide Commands Step-By-Step Skill Sharpener The Review Tab Proofing Commands Language Commands Comments Commands Markup Commands Reports Commands The View Tab Views Commands Show Commands Zoom Commands Visual Aids Commands Window Commands Macros Commands Section 4: Creating Diagrams Starting Points for Your Diagrams Creating a Blank Drawing Creating a Diagram from Local Templates Creating a Diagram from Online Templates Accessing Recently Used Templates Using Visio s Sample Files Creating a Diagram from Existing Files Using Visio s Editing Tools Using the Selection Tools Using Cut, Copy, and Paste Using Undo and Redo/Repeat Using Find Using Replace Using the Format Painter Editing Shapes Setting up Guides Resizing Shapes Moving Shapes Rotating Shapes Duplicating Shapes Deleting Shapes Formatting Shapes Changing the Fill Color Using the Fill Dialog Changing the Line Color and Type Using the Line Dialog Adding a Shadow Using the Shadow Dialog Arranging Shapes Aligning Shapes Distributing Shapes Using Auto Align & Space Arranging Shapes Grouping and Ungrouping Shapes

3 Section 5: Doing More with Diagrams Formatting Text, Part One Changing Font Face and Size Changing Font Color Applying Text Effects Changing Case Formatting Text, Part Two Aligning and Justifying Text Indenting Text Creating a Bulleted List Opening the Text Dialog Working with Text Blocks Drawing a Text Block Editing Text Resizing Text Blocks Moving Text Blocks Rotating Text Blocks Deleting Text Blocks Using the Text Block Tool Adding Freeform Shapes Creating a Freeform Shape Resizing Shapes Moving Shapes Rotating a Freeform Shape Deleting a Freeform Shape Section 6: Printing and Viewing Your Diagram Using Visio s Viewing Tools Using Normal View Using Full Screen View Using Zoom Tools Using Pan & Zoom Using Fit to Window and Page Width Working with Pages Adding a Blank Page Navigating Through Pages Renaming a Page Changing the Order of Pages Deleting a Page Polishing Your Diagram Checking Your Spelling Rotating a Diagram Changing the Diagram Layout Changing the Theme Customizing the Current Theme Adding Borders and Titles Preparing a Diagram for Printing Changing Page Orientation Changing Page Size Scaling the Diagram Changing Page Properties Changing Layout and Routing Options Adding Shadows to the Diagram Printing Your Diagram Changing Print Setup Options Using Print Preview Printing the Diagram ing Your Diagram Section 7: Managing Visio Files Using Windows Explorer within Visio Navigating Using Windows Explorer Performing Basic Tasks with Windows Explorer Using Views in Windows Explorer Using the Windows Explorer Navigation Pane Using File Management Tools, Part One Using AutoRecover Publishing to PDF or XPS Setting File Passwords Saving a Diagram as a Picture Using File Management Tools, Part Two Managing File Properties Saving a Preview with a Diagram Saving a Workspace with a Diagram Removing Personal Information Reducing File Size Adding and Editing Page Backgrounds Adding a Background to a Single Page Creating a Master Background Page

4 Apply a Master Background Page to Other Pages Editing a Master Background Page Removing a Master Background Page Section 8: Containers, Callouts, and More Doing More with Shapes Using Paste Special Inserting a Field Adding Symbols Adding ScreenTips Adding Hyperlinks Adding Data to Shapes Working with Containers Adding a Container Using the Container Tools Format Tab Resizing a Container Adding Shapes to a Container Removing Shapes from a Container Disbanding the Container Formatting Containers Choosing a Container Style Choosing a Heading Style Selecting a Container s Contents Locking a Container Adding a Callout Inserting a Callout Moving a Callout Changing the Position of the Callout Line Resizing a Callout Changing the Callout Style Using Layers Adding a Layer Showing and Hiding Layers Activating a Layer Preserving Group Member Layers Coloring Layers Locking Layers Section 9: Adding the Finishing Touches Using Visio s Research Tools Checking Spelling Using the Research Pane Using the Thesaurus Using the Translator Setting Your Language Inserting Pictures Adding Pictures from a File Adding Clip Art Overview of the Picture Tools Format Tab Resizing Pictures Moving Pictures Deleting Pictures Doing More with Pictures Arranging Pictures Grouping and Ungrouping Pictures Cropping Pictures Rotating and Flipping Pictures Modifying Pictures Adjusting the Brightness and Contrast Using AutoBalance Compressing Pictures Adding a Border Using the Format Picture Dialog Section 10: Creating Popular Diagrams Creating Process Diagrams Creating a Process Diagram Creating New Subprocesses Linking Subprocesses Editing Subprocess Links Validating Process Diagrams Choosing Rules to Run Importing Rules Performing a Check Showing and Hiding the Issues Window Creating Cross-Functional Flowcharts Getting Started Adding Swimlanes and Separators Changing Diagram Orientation and Direction

5 Modifying Swimlane Margins Choosing a Flowchart Style Modifying Flowchart Elements Creating Organization Charts Getting Started Creating an Organization Chart Modifying the Layout Changing the Spacing Arranging Shapes Modifying Positioning Working with Organization Charts Creating and Using a Synchronized Copy Importing Data Exporting Data Comparing Charts Setting Organization Chart Options Section 11: Customizing Templates and Stencils Creating a Template Creating a New Template Saving a Template File Using a Template Editing a Template Modifying Open Stencils Changing the Appearance of the Shapes Task Pane Reordering Stencils in the Shapes Task Pane Editing a Stencil Closing a Stencil Creating Custom Stencils Creating a New Stencil Adding Shapes to Stencils Removing Shapes from Stencils Saving Stencils Organizing Stencils Copying Shapes from One Stencil to Another Using the Quick Shapes Stencil Renaming Stencil Shapes Editing Stencil Shapes Resetting Stencils Section 12: Adding Drawings and Charts to Your Diagram Inserting CAD Drawings Inserting a Drawing Moving a Drawing Resizing a Drawing Deleting a Drawing Inserting Objects Inserting Objects Moving Objects Resizing Objects Deleting Objects Inserting Charts Inserting a Chart About the Chart Tools Tabs Moving Charts Resizing Charts Deleting Charts Working with Charts Editing Chart Data Selecting Chart Data Changing the Type of Chart Applying a Chart Style Formatting Individual Chart Elements Section 13: Customizing Shapes Using My Shapes and Quick Shapes Understanding My Shapes Understanding Quick Shapes Adding Shapes to My Shapes or Quick Shapes Organizing My Shapes Creating Master Shapes Creating a Master Shape Renaming a Master Shape Editing Master Shapes Deleting a Master Shape Working with Master Shapes Editing Master Shape Properties Adding Master Shapes to Another Stencil Modifying Master Shape Icons Using My Shapes and Quick Shapes with Master Shapes Creating Shape Reports

6 Viewing Existing Reports Creating a New Report Modifying Reports Deleting Reports Section 14: Reviewing Diagrams Using Comments Adding Comments Editing Comments Navigating Through Comments Deleting Comments Markup Tools Marking up a Diagram with Ink Showing and Hiding Markup Using the Reviewing Pane Deleting Markup Using Ink Tools Toggling Ink On or Off Using the Ink Tools Pens Tab Using the Pen or Highlighter Configuring Pen and Highlighter Appearance Erasing Marks Closing Ink Mode Section 15: Adding Data to Your Graphics Adding Data to Shapes Using the Shape Data Window Using the Define Shape Data Dialog Configuring Shape Data Sets Applying Shape Data Sets Linking External Data to Shapes Manually Linking Shape Data Using the External Data Window Automatically Linking Shapes Refreshing the Data Source Removing Data Links Using Data Graphics Understanding Data Graphics Inserting Data Graphics Creating Custom Data Graphics Editing Data Graphics Removing Data Graphics Creating Legends Adding a Legend Editing a Legend Adding Text to a Legend Adding Shapes to a Legend Removing a Legend Section 16: Creating PivotDiagrams Getting Started Creating a PivotDiagram About the PivotDiagram Tab Adding Categories Adding Totals Showing and Hiding PivotDiagram Elements Editing the Diagram Applying Shapes Moving Shapes Collapsing Shapes Promoting and Demoting Shapes Merging and Unmerging Shapes Using PivotDiagram Tools Sorting Data Changing the Direction of the Diagram Aligning Shapes in the Diagram Using the Re-Layout Command Working With Your Data Refreshing Data Changing the Data Source Changing PivotDiagram Options Editing Data for Individual Shapes Using Data Graphics in PivotDiagrams