Agenda. The Visio 2010 Fluent UI (The Ribbon) Connected Diagrams Hierarchal Diagrams Scheduling Diagrams Publishing Diagrams
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1 Visio 2010 Tips and Techniques Core Concepts and Solutions Mr. David A. Edson, M.Arch., MCP, MVP Visibility.biz CTE / Director of Consulting Services
2 Agenda The Visio 2010 Fluent UI (The Ribbon) Connected Diagrams Hierarchal Diagrams Scheduling Diagrams Publishing Diagrams 2
3 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 3
4 File Tab (Backstage View) 4
5 Home Tab Clipboard Font Paragraph Tools Shape Arrange Editing 5
6 Insert Tab Pages Illustrations Diagram Parts Links Text 6
7 Design Tab Page Setup Themes Backgrounds Layout 7
8 Data Tab External Data Display Data Show/Hide 8
9 Process Tab Subprocess Diagram Validation SharePoint Workflow 9
10 Review Tab Proofing Language Comments Markup Reports 10
11 View Tab Views Show Zoom Visual Aids Window Macros 11
12 Developer Tab Code Add-Ins Controls Shape Design Stencil Show/Hide SDK Tools (only with Visio 2010 SDK Installed) 12
13 Quick Access Toolbar 13
14 DEMO The Fluent UI (The Ribbon)
15 Connected Diagrams 15
16 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 16
17 DEMO Methods of Connecting SmartShape Symbols
18 Connected Diagrams Dynamic Connectors Right Angle Mode Straight Mode Curved Mode Adding and Bending Leg Segments Global Connector Changes (Design Tab) 18
19 DEMO Dynamic Connectors
20 Connected Diagrams Connection Points Adding Relocating Deleting Connection Point Behavior/Visibility 20
21 DEMO Connection Points
22 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 22
23 DEMO Laying Out SmartShape Symbols in Connected Diagrams
24 Connected Diagrams Containers and Subprocesses Containers Subprocesses 24
25 DEMO Containers and Subprocesses
26 Cross-Functional Flow Diagrams 26
27 Cross-Functional Flow Diagrams Adding Swimlanes Swimlane Styles Adding SmartShape Symbols to Swimlanes Large Cross-Functional Process Flows Extended Page Diagrams Multi-Page Diagrams 27
28 Cross-Functional Flow Diagrams Adding Swimlanes 28
29 DEMO Adding Swimlanes
30 Cross-Functional Flow Diagrams Swimlane Styles 30
31 DEMO Swimlane Styles
32 Cross-Functional Flow Diagrams Adding SmartShape Symbols to Swimlanes 32
33 DEMO Adding SmartShape Symbols to Swimlanes
34 Cross-Functional Flow Diagrams Large Cross-Functional Process Flows Extended Page Diagrams Multi-Page Diagrams 34
35 DEMO Large Cross-Functional Process Flows
36 Hierarchal Diagrams 36
37 Hierarchal Diagrams Brainstorming Diagrams Organizational Diagrams Pivot Diagrams 37
38 Hierarchal Diagrams Brainstorming Diagrams 38
39 DEMO Brainstorming Diagrams
40 Hierarchal Diagrams Organizational Diagrams 40
41 DEMO Organizational Diagrams
42 Hierarchal Diagrams Pivot Diagrams 42
43 DEMO Pivot Diagrams
44 Visibility.biz The visualization division of Milestone Consulting Group, Inc. Visualizing your Business years of Visio expertise Consulting Services & Custom Visio Solutions Education for Visio Usage & Developer Training Additional Information: Sister company Milestone Consulting Group, Inc. provides Consulting & Educational Services for Microsoft Project and Project Server 44
45 Additional Resources The Visio Toolbox site Visibility.biz 45
46 Downloadable Resources.PDF version of the Presentation Slides.PDF version of the 74+ page Tips & Techniques Handout.PDF version of the 108+ page Organizational Diagramming Handbook 46
47 Download & Install Visio 2010 Go to
48 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be 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.
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