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Microsoft Visio 2016 Step By Step

Book Description

The quick way to learn Microsoft Visio 2016!

This is learning made easy. Get more done quickly with Visio 2016. Jump in wherever you need answers--brisk lessons and colorful screenshots show you exactly what to do, step by step.

  • Get results faster with starter diagrams

  • Diagram processes, organizations, networks, and datacenters

  • Add styles, colors, and themes

  • Enhance diagrams with data-driven visualizations

  • Link to external data sources, websites, and documents

  • Add structure to diagrams with containers, lists, and callouts

  • Validate flowchart, swimlane, and BPMN diagrams

  • Collaborate and publish with Visio Services and Microsoft SharePoint 2016

  • Look up just the tasks and lessons you need

  • Table of Contents

    1. Cover
    2. Title Page
    3. Copyright Page
    4. Contents
    5. Introduction
      1. Who this book is for
      2. The Step by Step approach
      3. Download the practice files
      4. Ebook edition
      5. Get support and give feedback
        1. Errata and support
        2. We want to hear from you
        3. Stay in touch
    6. Part 1: Create Visio diagrams
      1. 1. Get started with Visio 2016
        1. Identify the editions of Visio 2016
        2. Discover new features in Visio 2016
        3. Get started in Visio 2016
        4. Explore the Backstage view
          1. The Info page
          2. The New page
          3. The Open page
          4. The Save command
          5. The Save As page
          6. The Print page
          7. The Share page
          8. The Export page
          9. The Close command
          10. The Account page
          11. The Visio Options dialog box
        5. Understand tool tabs and add-in tabs
          1. Use tool tabs
          2. Use add-in tabs
        6. Begin quickly by using starter diagrams
        7. Explore the drawing window
        8. Manage the Shapes window
        9. Pan and zoom in the drawing window
        10. Skills review
        11. Practice tasks
          1. Identify the editions of Visio 2016
          2. Discover new features in Visio 2016
          3. Get started in Visio 2016
          4. Explore the Backstage view
          5. Understand tool tabs and add-in tabs
          6. Begin quickly by using starter diagrams
          7. Explore the drawing window
          8. Manage the Shapes window
          9. Pan and zoom in the drawing window
      2. 2. Create diagrams
        1. Place shapes by using the Dynamic Grid
        2. Select shapes
        3. Copy, paste, and duplicate shapes
        4. Position shapes by using rulers and guides
          1. Use rulers to align and size shapes
          2. Use guides to align and size shapes
        5. Resize, reposition, and reorient shapes
          1. Use control handles
          2. Use the Size & Position window
        6. Connect shapes by using lines
        7. Connect shapes by using dynamic connectors
          1. Connect to shapes that contain connection points
          2. Connect to shapes that do not contain connection points
          3. Change connector style and segmentation
        8. Use AutoConnect and Quick Shapes
        9. Use AutoAdd and AutoDelete
          1. Use AutoAdd
          2. Use AutoDelete
        10. Skills review
        11. Practice tasks
          1. Place shapes by using the Dynamic Grid
          2. Select shapes
          3. Copy, paste, and duplicate shapes
          4. Position shapes by using rulers and guides
          5. Resize, reposition, and reorient shapes
          6. Connect shapes by using lines
          7. Connect shapes by using dynamic connectors
          8. Use AutoConnect and Quick Shapes
          9. Use AutoAdd and AutoDelete
      3. 3. Manage text, shapes, and pages
        1. Manage shape text
          1. Add text to shapes
          2. Reposition and resize shape text
          3. Orient shape text
        2. Create and format text boxes
        3. Add ScreenTips and comments
        4. Insert pictures
        5. Replace shapes
        6. Group shapes
        7. Understand and use layers
        8. Manage pages
          1. Work with foreground pages
          2. Configure foreground pages
          3. Manage Auto Size
          4. Work with background pages and borders
        9. Skills review
        10. Practice tasks
          1. Manage shape text
          2. Create and format text boxes
          3. Add ScreenTips and comments
          4. Insert pictures
          5. Replace shapes
          6. Group shapes
          7. Understand and use layers
          8. Manage pages
      4. 4. Create business process diagrams
        1. Select a flowchart template
          1. Visio Standard
          2. Visio Professional
        2. Create flowcharts
        3. Understand swimlane diagrams
        4. Build swimlane diagrams
        5. Understand BPMN
        6. Design BPMN diagrams
        7. Create subprocesses
        8. Skills review
        9. Practice tasks
          1. Select a flowchart template
          2. Create flowcharts
          3. Understand swimlane diagrams
          4. Build swimlane diagrams
          5. Understand BPMN
          6. Design BPMN diagrams
          7. Create subprocesses
      5. 5. Create organization charts
        1. Understand organization charts
          1. Review new features
          2. Use org chart templates
        2. Build organization charts manually
        3. Use existing data to create an organization chart
        4. Use the Organization Chart Wizard with new data
        5. Alter layout and appearance
          1. Change the layout
          2. Arrange shapes
          3. Change shape appearance
          4. Work with pictures
          5. Apply themes
        6. Import photographs as you create organization charts
        7. Skills review
        8. Practice tasks
          1. Understand organization charts
          2. Build organization charts manually
          3. Use existing data to create an organization chart
          4. Use the Organization Chart Wizard with new data
          5. Alter layout and appearance
          6. Import photographs as you create organization charts
      6. 6. Add style, color, and themes
        1. Align and space shapes
          1. Align shapes
          2. Space and orient shapes
          3. Align and space shapes automatically
        2. Understand theme concepts
        3. Apply themes and variants
          1. Choose themes and variants
          2. Customize themes and variants
        4. Use effects and Quick Styles
          1. Highlight shapes by using effects
          2. Embellish shapes by using Quick Styles
        5. Apply solid, gradient, and pattern fills
        6. Apply line colors and patterns
        7. Use the Format Painter
        8. Skills review
        9. Practice tasks
          1. Align and space shapes
          2. Understand theme concepts
          3. Apply themes and variants
          4. Use effects and Quick Styles
          5. Apply solid, gradient, and pattern fills
          6. Apply line colors and patterns
          7. Use the Format Painter
      7. 7. Create network and datacenter diagrams
        1. Build basic network diagrams
        2. Build detailed network diagrams
        3. Use 3-D equipment shapes
        4. Create rack diagrams
        5. Change the drawing scale
        6. Run computer and network reports
        7. Skills review
        8. Practice tasks
          1. Build basic network diagrams
          2. Build detailed network diagrams
          3. Use 3-D equipment shapes
          4. Create rack diagrams
          5. Change the drawing scale
          6. Run computer and network reports
    7. Part 2: Add data to your diagrams
      1. 8. Work with shape data
        1. Understand shape data
        2. View shape data
        3. Edit shape data
        4. Modify shape data field attributes
          1. View shape data field attributes
          2. Change shape data field attributes
        5. Define shape data fields
        6. Insert fields
        7. Run predefined reports
        8. Create or modify reports
        9. Skills review
        10. Practice tasks
          1. Understand shape data
          2. View shape data
          3. Edit shape data
          4. Modify shape data field attributes
          5. Define shape data fields
          6. Insert fields
          7. Run predefined reports
          8. Create or modify reports
      2. 9. Visualize your data
        1. Enhance diagram effectiveness
          1. View network and datacenter performance
          2. Improve processes
          3. Manage casino operations
          4. Manage employee performance
          5. Assess risks
        2. Create data graphics
        3. Apply data graphics
        4. Edit data graphics
        5. Create data graphic legends
        6. Skills review
        7. Practice tasks
          1. Enhance diagram effectiveness
          2. Create data graphics
          3. Apply data graphics
          4. Edit data graphics
          5. Create data graphic legends
      3. 10. Link to external data
        1. Understand data linking
        2. Use Quick Import
        3. Use Custom Import
          1. Link your diagram to data
          2. Link data to your shapes
        4. Manage linked data
          1. Identify links
          2. Change column settings
          3. Unlink data from shapes and diagrams
        5. Use data graphic options for linked data
        6. Refresh linked data
        7. Skills review
        8. Practice tasks
          1. Understand data linking
          2. Use Quick Import
          3. Use Custom Import
          4. Manage linked data
          5. Use data graphic options for linked data
          6. Refresh linked data
    8. Part 3: Enhance and share diagrams
      1. 11. Add and use hyperlinks
        1. Follow hyperlinks
        2. Enhance diagrams by adding hyperlinks
          1. Open the Hyperlinks dialog box
          2. Link to another Visio page
          3. Link to a website
          4. Link to a document
          5. Link to a specific location in a document
          6. Edit and delete existing hyperlinks
          7. Add multiple hyperlinks
        3. Understand relative and absolute hyperlinks
        4. Set the hyperlink base
        5. Skills review
        6. Practice tasks
          1. Follow hyperlinks
          2. Enhance diagrams by adding hyperlinks
          3. Understand relative and absolute hyperlinks
          4. Set the hyperlink base
      2. 12. Print, reuse, and share diagrams
        1. Preview and print drawings
        2. Remove personal information
        3. Create graphics
        4. Save drawings in other file formats
        5. Create templates
        6. Share diagrams by using the Visio Viewer
        7. Publish diagrams to the web
          1. View web-published diagrams
          2. Set publishing options
        8. Skills review
        9. Practice tasks
          1. Preview and print drawings
          2. Remove personal information
          3. Create graphics
          4. Save drawings in other file formats
          5. Create templates
          6. Share diagrams by using the Visio Viewer
          7. Publish diagrams to the web
      3. 13. Add structure to your diagrams
        1. Understand containers, lists, and callouts
        2. Compare groups and containers
        3. Organize shapes by using containers
          1. Use containers
          2. Format containers
          3. Control container size
        4. Organize shapes by using lists
          1. Add shapes to lists
          2. Format and size lists
        5. Find containers and lists in Visio
          1. Explore swimlanes
          2. Build wireframes
          3. Insert data graphic legends
        6. Annotate shapes by using callouts
        7. Skills review
        8. Practice tasks
          1. Understand containers, lists, and callouts
          2. Compare groups and containers
          3. Organize shapes by using containers
          4. Organize shapes by using lists
          5. Find containers and lists in Visio
          6. Annotate shapes by using callouts
      4. 14. Validate diagrams
        1. Understand Visio rules
        2. Validate flowcharts and swimlane diagrams
          1. Validate flowcharts
          2. Validate swimlane diagrams
        3. Validate BPMN diagrams
        4. Reuse existing validation rule sets
        5. List the rules in a rule set
        6. Create new validation rules
        7. Skills review
        8. Practice tasks
          1. Understand Visio rules
          2. Validate flowcharts and swimlane diagrams
          3. Validate BPMN diagrams
          4. Reuse existing validation rule sets
          5. List the rules in a rule set
          6. Create new validation rules
      5. 15. Collaborate and publish diagrams
        1. Understand Visio Services in SharePoint
        2. Store diagrams in SharePoint
        3. View diagrams by using a web browser
        4. Refresh diagrams saved in SharePoint
        5. Collaborate on diagrams
        6. Comment on diagrams
        7. Coauthor diagrams
        8. Skills review
        9. Practice tasks
          1. Understand Visio Services in SharePoint
          2. Store diagrams in SharePoint
          3. View diagrams by using a web browser
          4. Refresh diagrams saved in SharePoint
          5. Collaborate on diagrams
          6. Comment on diagrams
          7. Coauthor diagrams
    9. Appendix A. Look behind the curtain
      1. Customize the Visio user interface
        1. Customize the ribbon
        2. Customize the Quick Access Toolbar
      2. Create custom shapes and stencils
      3. Run in developer mode
      4. Control shape properties and behavior
      5. View and modify the ShapeSheet
      6. Record and run macros
      7. Program Visio by using Visual Basic for Applications
      8. Create containers and lists
      9. Insert fields: advanced topics
      10. Understand the Visio 2016 file formats
    10. Appendix B. Keyboard shortcuts for Visio
      1. Zoom, pan, and navigate
        1. Zoom
        2. Pan
        3. Move around in the drawing window
        4. Move around in full-screen view
        5. Move around a webpage
        6. Navigate the Ribbon
      2. Visio shapes and windows
        1. Edit shape text
        2. Use the Snap & Glue features
        3. Move, group, rotate, and flip shapes
        4. Arrange drawing windows
      3. Visio-specific toolbars
        1. Select tools
        2. Select the drawing tools
      4. Visio masters and stencils
        1. Work with masters in a stencil
        2. Work with stencils in edit mode
      5. Text
        1. Edit text
        2. Format text
        3. Align text
      6. The Help window
    11. Glossary
    12. Index
    13. About the author
    14. Survey