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Microsoft Visio 2013 Step by Step

Book Description

The smart way to learn Microsoft Visio 2013—one step at a time!

Experience learning made easy—and quickly teach yourself how to create professional-looking business and technical diagrams with Visio 2013. With Step by Step, you set the pace—building and practicing the skills you need, just when you need them!

  • Create dynamic organization charts with Visio

  • Make charts with wizards or build them by hand

  • Build drawings using Visio themes and effects

  • Use data-driven drawings in Microsoft SharePoint

  • Import, manipulate, and visualize business data

  • Draw and then execute SharePoint 2013 workflows

  • Table of Contents

    1. Dedication
    2. Special Upgrade Offer
    3. A Note Regarding Supplemental Files
    4. Introduction
      1. Who this book is for
      2. How this book is organized
      3. Downloading the practice files
      4. Your companion ebook
      5. Getting support and giving feedback
        1. Errata
        2. We want to hear from you
        3. Stay in touch
    5. Acknowledgments
    6. 1. A Visual Orientation to a Visual Product
      1. Identifying the editions of Visio 2013
      2. Identifying new features of Visio 2013
        1. If you are upgrading from Visio 2010
        2. If you are upgrading from Visio 2007
        3. If you are upgrading from Visio 2003
      3. Working with the ribbon
      4. Getting started with Visio 2013
        1. Exploring the Backstage view
          1. Info
          2. New
          3. Open
          4. Save
          5. Save As
          6. Print
          7. Share
          8. Export
          9. Close
          10. Account
          11. Options
      5. Exploring the Visio ribbon
      6. Understanding tool tabs and add-in tabs
      7. Minimizing and restoring the Visio ribbon
      8. Understanding shapes, masters, stencils, and templates
      9. Exploring the drawing window
      10. Managing the Shapes window
      11. Panning and zooming in Visio
      12. Key points
    7. 2. Creating a New Diagram
      1. Using basic shapes and the Dynamic Grid
      2. Selecting shapes
      3. Copying, pasting, and duplicating shapes
      4. Positioning shapes with rulers and guides
      5. Resizing and repositioning shapes
      6. Connecting shapes with lines
      7. Connecting shapes with dynamic connectors
      8. Identifying 1-D shapes and types of glue
      9. Using AutoConnect and Quick Shapes
      10. Using AutoAdd and AutoDelete
      11. Replacing shapes
      12. Key points
    8. 3. Adding Sophistication to Your Drawings
      1. Adding text to shapes
      2. Creating and formatting text boxes
      3. Orienting shapes on the page
      4. Orienting shape text
      5. Positioning shape text
      6. Adding ScreenTips and comments
      7. Using shape data
      8. Inserting fields: the basics
      9. Grouping shapes
      10. Inserting pictures
      11. Understanding and using layers
      12. Managing pages and page setup
      13. Working with background pages and borders
      14. Key points
    9. 4. Creating Flowcharts and Organization Charts
      1. Selecting a flowchart type
        1. Visio Standard
        2. Visio Professional
      2. Creating flowcharts
      3. Adding labels to flowcharts
      4. Understanding swimlane diagrams
      5. Creating swimlane diagrams
      6. Understanding organization charts
      7. Building organization charts by hand
      8. Using the Organization Chart Wizard with existing data
      9. Altering org chart layout and appearance
        1. Layout
        2. Arrange
        3. Shapes
        4. Picture
        5. Themes
      10. Adding photos and changing styles in org charts
      11. Using the Organization Chart Wizard with new data
      12. Key points
    10. 5. Adding Style, Color, and Themes
      1. Aligning and spacing shapes
      2. Using the Auto Align & Space feature
      3. Applying themes, variants, and Quick Styles to your diagrams
      4. Customizing themes
      5. Setting theme options
      6. Applying fill colors and patterns
      7. Setting glow, reflection, and other effects
      8. Applying line styles and colors
      9. Using the Format Painter
      10. Key points
    11. 6. Entering, Linking to, and Reporting on Data
      1. Understanding shape data
      2. Viewing shape data
      3. Editing shape data
      4. Viewing shape data attributes
      5. Changing shape data attributes
      6. Defining new shape data fields
      7. Linking diagrams to external data sources
      8. Refreshing data in linked diagrams
      9. Scheduling data refresh
      10. Linking data to shapes automatically
      11. Running a predefined report
      12. Creating a new report
      13. Modifying an existing report
      14. Key points
    12. 7. Adding and Using Hyperlinks
      1. Enhancing diagrams by adding hyperlinks
      2. Using hyperlinks
      3. Linking to a website
      4. Linking to a document
      5. Linking to a specific location in a document
      6. Linking to another Visio page
      7. Understanding relative and absolute hyperlinks
      8. Setting the hyperlink base
      9. Editing existing hyperlinks
      10. Adding multiple hyperlinks
      11. Key points
    13. 8. Printing, Reusing, and Sharing Diagrams
      1. Previewing and printing Visio diagrams
      2. Removing personal information
      3. Creating graphics
      4. Saving drawings in other file formats
      5. Creating Visio templates
      6. Sharing diagrams by using the Visio Viewer
      7. Publishing Visio diagrams to the web
      8. Key points
    14. 9. Creating Network and Data Center Diagrams
      1. Building basic network diagrams
      2. Building detailed network diagrams
      3. Organizing network shapes in a diagram
      4. Creating rack diagrams
      5. Adding equipment to rack diagrams
      6. Changing the drawing scale
      7. Running computer and network reports
      8. Searching and replacing text
      9. Mapping Active Directory and LDAP
      10. Key points
    15. 10. Visualizing your Data
      1. Enhancing diagrams with data-driven graphics
        1. Network equipment diagram
        2. Process improvement workflow
        3. Casino operation
        4. Risk management
      2. Using existing data graphics
      3. Editing data graphics
      4. Creating new data graphics
      5. Creating data graphic legends
      6. Refreshing data and data graphics
      7. Key points
    16. 11. Adding Structure to Your Diagrams
      1. Comparing containers and groups
      2. Organizing shapes with containers
      3. Formatting containers
      4. Sizing containers
      5. Adding shapes to lists
      6. Formatting and sizing lists
      7. Finding containers and lists in Visio
        1. Swimlanes
        2. Wireframes
        3. Legends
      8. Annotating shapes with callouts
      9. Key points
    17. 12. Creating and Validating Process Diagrams
      1. Understanding Visio rules
      2. Validating flowcharts
      3. Understanding BPMN
      4. Creating and validating BPMN diagrams
      5. Creating subprocesses
      6. Creating SharePoint workflow diagrams
      7. Reusing existing validation rules
      8. Creating new validation rules
      9. Key points
    18. 13. Collaborating on and Publishing Diagrams
      1. Customizing websites created by Visio
      2. Understanding Visio Services in SharePoint 2013
      3. Saving Visio drawings to SharePoint 2013
      4. Refreshing diagrams published to Visio Services
      5. Collaborating on Visio diagrams
        1. Commenting
        2. Coauthoring
      6. Key points
    19. A. Looking Under the Hood
      1. Customizing the Visio user interface
        1. The ribbon
        2. The Quick Access Toolbar
      2. Creating custom shapes and stencils
      3. Running in developer mode
      4. Viewing and modifying the ShapeSheet
      5. Inserting fields: advanced topics
      6. Recording and running macros
      7. Programming Visio by using Visual Basic for Applications
      8. Creating containers and lists
      9. The Visio 2013 file formats
    20. Glossary
    21. Index
    22. About the Author
    23. Special Upgrade Offer
    24. Copyright