Course Overview

Create flowcharts, organizational charts, timelines, and more with this popular data visualization tool.

Course Circullum

Introduction

Welcome
Using the exercise files

1. Starting Visio 2010

Starting Visio 2010
Solutions available in each edition of Visio 2010

2. Understanding the Visio 2010 Environment

The Drawing environment versus the Backstage view
The Fluent UI (the Ribbon)
The Shapes and Drawing windows

3. Creating Connected Diagrams

Dropping a SmartShape from a stencil
Arranging the top four SmartShapes on a stencil
Using the Cursor-Tip selection list
Using the Auto-Connect selection points
Inserting a SmartShape between two existing SmartShapes
Deleting a SmartShape from between two existing SmartShapes
Using Auto Align and Space to organize SmartShapes
Using Re-Layout to rearrange connected diagrams on the page
Using the Snap settings and techniques
Using the Glue settings and techniques

4. Formatting SmartShapes and Associated Text

Formatting shape fills
Formatting shape lines
Formatting shape text

5. Inserting Additional Objects into Diagrams

Inserting foreground and background pages
Inserting illustrations including pictures, clip art, charts, and CAD drawings
Inserting the new Visio 2010 diagram parts including containers and callouts
Inserting hyperlinks
Inserting text-related objects including text boxes, screen tips, text fields, and symbols

6. Showing and Hiding Visual Elements in Diagrams

Toggling between Normal view and Full Screen view
Showing/hiding rulers, grids, page breaks, and guides
Showing/hiding task panes
Showing/hiding visual aids
Working with windows in the Visio environment

7. Publishing Diagrams

Printing diagrams
Saving diagrams as PDFs
Saving diagrams as JPGs and GIFs
Saving diagrams to the web as HTML files
Saving diagrams to Microsoft SharePoint as VDW files

8. Navigating Diagrams

Zooming in/out on a diagram
Panning around a diagram
Zooming to see the full page
Using multiple diagram windows

9. Understanding Layering Concepts

Understanding how adding SmartShapes can create layers in a diagram
Creating layers
Deleting layers
Managing layer settings
Assigning/unassigning SmartShapes to/from layers

10. Working with Themes

Themes vs. styles (Visio 2007 and prior)
Applying a theme
Applying a theme color
Applying a theme effect
Blocking the application of a theme to a SmartShape
Removing a theme from a SmartShape
Defining a theme

11. Creating Brainstorming Diagrams

Understanding the structure of brainstorming diagrams
Adding the top-level topic
Adding a single sub-topic
Adding multiple sub-topics
Using the Brainstorming window to edit topics
Changing the look of the topic shapes
Changing the layout
Sending data to Microsoft Word
Sending data to Microsoft Excel

12. Creating Organizational Charts

Adding the top-level executive SmartShape to the diagram
Adding manager sub-shapes to the diagram
Adding position sub-shapes to the diagram
Defining alternate layouts for subordinate SmartShapes
Reordering team members
Adding consultant, assistant, vacancy, and staff sub-shapes to the diagram
Adding team frames to the diagram
Creating dotted-line report indicators
Utilizing multiple and three-position SmartShapes
Adding pictures of employees
Breaking down the organizational structure with synchronized copies
Expanding and collapsing reporting structure views
Creating background pages, title blocks, and borders
Understanding the Organization Chart Wizard
Importing data with the Organization Chart Wizard
Re-linking to organizational data after it changes
Applying data graphics
Publishing organizational charts

13. Creating Timelines

Adding and configuring a timeline SmartShape
Understanding milestones and intervals
Adding milestones to the timeline
Dealing with text collisions
Adding intervals to the timeline
Adding a Today marker to the timeline
Adding an Elapsed Time indicator to the timeline
Creating and adjusting the expanded timeline
Exporting timeline data to Microsoft Project
Importing timeline data from Microsoft Project

14. Creating Calendars

Creating a monthly calendar
Adding appointments and events
Adding additional months
Embellishing the calendar
Creating a weekly calendar
Creating a daily calendar
Importing data from Microsoft Outlook

15. Working with PivotDiagrams

Understanding PivotDiagrams
The Data Selector Wizard
The top-level node
Adding a category by drilling in
Setting layout direction
Setting layout alignment
Sorting and filtering
Collapsing nodes
Relocating nodes left or right
Setting display options
Applying alternate SmartShapes
Creating and using alternate data graphics
Re-linking to data

16. Creating Prototype Diagrams Using Wireframes

Understanding the collections of stencils for wireframe design
Creating prototype dialogs, wizards, and application windows
Creating prototype menus, ribbons, and toolbars

17. Conclusion

Goodbye

David Edson

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