Visio 2003 bible

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Visio 2003 Bible
®

Bonnie Biafore

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Visio 2003 Bible
®

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Visio 2003 Bible
®

Bonnie Biafore

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Visio® 2003 Bible
Published by
Wiley Publishing, Inc.
10475 Crosspoint Boulevard
Indianapolis, IN 46256
www.wiley.com

Copyright © 2004 by Wiley Publishing, Inc., Indianapolis, Indiana
Published simultaneously in Canada
Library of Congress Control Number: 2004104001
ISBN: 0-7645-5724-6
Manufactured in the United States of America
10 9 8 7 6 5 4 3 2 1
1Q/SQ/QU/QU/IN
No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means,
electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108
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AS A CITATION AND/OR A POTENTIAL SOURCE OF FURTHER INFORMATION DOES NOT MEAN THAT THE AUTHOR
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permission. Visio is a registered trademark of Microsoft Corporation in the United States and/or other countries. All other
trademarks are the property of their respective owners. Wiley Publishing, Inc., is not associated with any product or
vendor mentioned in this book.

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About the Author
Bonnie Biafore is an author as well as a project management consultant. As a con­
sultant, she enjoys working with different clients and the diversity of projects she
experiences, from CAD systems for structural steel fabrication to speech-enabled
applications for telephone service field technicians and systems to manage hydro­
electric power. While she’s sometimes tough on her clients, she is a far worse
taskmaster for herself.
Bonnie has written several books, including Troubleshooting Microsoft Project 2002
(Microsoft Press) and The NAIC Stock Selection Handbook (NAIC). Since August 2000
she has been writing for Better Investing magazine a monthly column called Web
Watch, which delves into the use of the World Wide Web for investing and how to
develop good investing habits and smart and safe computer practices.

She is well known for her clear explanations of technical topics, whether it’s the
inscrutable workings of computer software or the enigma of high finance. She
applies her education from MIT and Columbia University to digest technical topics
and then puts her organizational skills and humor to work to present material that
engages beginners and experts alike.
Her education and work experience make her the ideal author for this Visio book.
With a Bachelor of Science in Architecture and a Master of Science in Structural
Engineering, she is well versed in using Visio for architecture and engineering and
integrating it with CAD applications. As a project manager and consultant, she con­
stantly applies Visio to office productivity problems. As a software project manager
and application developer, she has also used Visio to document databases, soft­
ware systems, and networks. As an engineer, she is fascinated with both the sim­
plicity and power of Visio and enjoys experimenting with its customization and
automation features.

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Credits

Senior Acquisitions Editor
Jim Minatel

Vice President and Publisher
Joseph B. Wikert

Development Editor
James H. Russell

Executive Editorial Director

Mary Bednarek

Technical Editors
Bonnie Watts
Scott Ambler

Project Coordinator
Erin Smith

Production Editor
Eric Newman
Copy Editor
Luann Rouff
Editorial Manager
Mary Beth Wakefield
Vice President & Executive
Group Publisher
Richard Swadley

Graphics and Production Specialists
Beth Brooks
Carrie Foster
Lauren Goddard
Heather Pope
Quality Control Technician
Charles Spencer
Brian H. Walls
Proofreading and Indexing
TECHBOOKS Production Services

Vice President and
Executive Publisher
Bob Ipsen

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To my agent, Neil Salkind, who always believes I’m better
than I am and then helps me prove him right.

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Preface


V

isio® 2003 Bible is a comprehensive guide to Microsoft’s popular diagram­
ming software. Covering both Visio Standard and Visio Professional, this book
explains Visio fundamentals as well as advanced techniques applicable to any type
of diagram. It also describes in detail how to use each of the specialized templates
that Visio Standard and Visio Professional offer.

Visio 2003 includes significant changes and enhancements as well as many new
features. Many templates and shapes have been improved to look and behave more
consistently. Visio 2003 offers several new and improved collaboration tools, such

as ink and markup, along with numerous productivity enhancements. However,
several features have been discontinued, including the Forms template, the Visio
Network Equipment Sampler, and a few wizards and tools. Visio 2003 Bible identifies
these new features, enhancements, and changes and differentiates the capabilities
available in both the Standard and Professional versions versus those available
only in Visio Professional.
Visio 2003 offers a powerful combination of simple concepts and straightforward
tools with far-reaching application. Whether you want to communicate basic busi­
ness processes or highly specialized technical topics, Visio offers tools to simplify
your work. This book strives to follow the same model. It explains Visio’s concepts
and basic tools in a way that helps beginners get started and more advanced users
get better. In addition, the book includes dozens of chapters on specialized tem­
plates that describe how the template, tools, and shapes support the work required
and simplify typical tasks.

Is This Book for You?
Visio 2003 covers a lot of ground, and this book is right there with it. If you use
Visio or want to start using it, you can benefit from reading this book. Beginners
can learn the basic concepts and techniques that are the foundation of Visio’s
power in every field and then apply those techniques to create the type of diagrams
they need. Readers with some Visio experience can learn how to increase their pro­
ductivity, use specialized templates and employ advanced techniques to draw more
effectively or customize solutions. Advanced users can learn about new features,
changes, and how to replace the features that have been discontinued in Visio 2003.

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x

Preface

Although the book is fast paced, beginners can learn to use Visio, while more
advanced users can notch up their productivity by following step-by-step instruc­
tions and applying tips and techniques. Readers in a hurry will appreciate the topic
organization that makes it easy to find a solution as well as Tips and Cautions that
help solve problems quickly.

Conventions Used in This Book
To help you get the most from the text and keep track of what’s happening, a num­
ber of conventions are used throughout the book:
✦ When important terms are first introduced, they are highlighted in italic.
✦ Characters that need to be typed in are in bold.
✦ Keyboard strokes appear as follows: Ctrl+A.
✦ URLs, filenames, directory names, and other program elements are contrasted
from regular text in a monospaced font like this.

Icons Used in This Book
Following is a brief description of the icons used to highlight certain types of mate­
rial in this book:
Tip

This icon highlights helpful hints, time-saving techniques, or alternative methods
for accomplishing tasks.

Note

This icon identifies additional information about the topic being discussed.

Caution

This icon alerts you to potential problems or methods that can impede your work
if not used properly.

CrossReference

This icon points you to other chapters or books that contain additional information
about a topic.

New
Feature

This icon emphasizes new or significantly enhanced features in Visio 2003.

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Preface

How This Book Is Organized
Visio 2003 Bible contains 41 chapters, divided into seven parts. In addition, the
book is accompanied by a Web site (www.wiley.com/compbooks/biafore) that
provides links to all the Web sites referenced in the book and a link to download­
able sample Visio files you can use to practice what you’ve learned. The following
sections provide an overview of each part of the book.

Part I: Understanding Visio Fundamentals
Part I introduces the features that distinguish Visio 2003 from the 2002 version as
well as Visio’s basic concepts and techniques. The first chapter provides an overview
of Visio 2003’s new features and explains concepts such as templates and stencils,

drag and drop drawing, and the components of the Visio interface. Chapters 2 and 3
explain how to work with Visio files, drawing tools, drawings, and drawing pages.
Chapters 4 and 5 show you how to produce diagrams by creating and editing shapes
and connectors. Chapters 6 and 7 introduce techniques to improve the appearance
and readability of diagrams using text and formatting.

Part II: Integrating Visio Drawings
Visio 2003 includes many new and improved integration features, as explained in
this part. Chapter 8 discusses methods for linking and embedding elements in Visio
or linking and embedding Visio objects into other applications. Chapter 9 describes
methods for importing and exporting data to and from Visio, in addition to tech­
niques for publishing Visio diagrams to the Web. Chapter 10 covers techniques and
procedures for linking Visio shapes with data to dynamically update Visio drawings
based on data stored in other applications.

Part III: Using Visio for Office Productivity
Part III is the first of three parts in this book that cover specialized templates. It
begins with Chapter 11, which describes new and existing tools for collaborating
with others, a critical element to office productivity. Chapters 12 and 13 cover tem­
plates for building block diagrams and charts and graphs. Chapter 14 explains the
many productivity tools, shapes, wizards, and data-sharing features for document­
ing organizations in the Organization Chart template. Chapters 15 and 16 explain
tools and techniques for documenting flowcharts and business processes. Chapter
17 discusses Visio’s tools for documenting and scheduling projects. Chapter 18
describes the Visio Brainstorming template.

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xi

xii

Preface

Part IV: Using Visio in Information Technology
Part IV describes the tools, wizards, and shapes that make Visio the most popular
tool for documenting software systems and networks. Chapter 19 provides detailed
instructions for modeling and documenting databases and database systems using
a variety of notations. Chapter 20 describes how to document software systems with
the Unified Modeling Language using the modeling tools available with the UML
Model template and how to create different types of UML diagrams. Chapter 21 intro­
duces several additional templates for documenting software systems. Chapter 22
describes Visio’s template for mapping Web sites. Chapter 23 describes techniques
for creating effective network diagrams and identifies the network features no
longer available in Visio 2003.

Part V: Using Visio for Architecture and Engineering
Visio 2003 works for scaled drawings as well as it does for diagrams. Part V
covers Visio’s tools for scaled drawings and discusses what Visio can and can’t
do for architectural and engineering drawings. Chapter 24 is an introduction to
the concepts that underlie scaled drawings, such as scale, units, and dimensions.
Chapter 25 describes different methods for creating scaled drawings and how to
use layers to manage information. Chapter 26 describes procedures for adding
basic plan components, such as walls, windows, doors, and furniture, as well as
how to create other types of architectural and engineering plans. Chapter 27 dis­
cusses how to use Visio’s Space Plan template to plan space and manage facilities.
Chapter 28 describes Visio’s tools for integrating Visio and CAD drawings, which
are all based on AutoCAD file formats. Chapter 29 covers Visio’s Electrical
Engineering, Mechanical Engineering, and Process Engineering templates.

Part VI: Customizing Templates, Stencils, and Shapes
Part VI returns to Visio concepts and techniques with a focus on customization.
Chapter 30 discusses how to create and customize templates so you can start new
drawings with the settings you want. Chapter 31 describes techniques for creating
and customizing stencils to create custom collections of built-in shapes, shapes
you’ve modified, or custom shapes you’ve developed. Chapter 32 discusses tech­
niques for customizing shapes or creating your own and explains how to use cus­
tom properties to store data. Chapter 33 digs deeper into customizing shapes by
showing you how to modify fields in Visio ShapeSheets or write custom formulas to
control shape appearance and behavior. Chapter 34 explains the benefits and tech­
niques for formatting with styles and describes how to create custom line patterns,
fill patterns, and line ends. Chapter 35 describes techniques for customizing or cre­
ating your own toolbars and menus. Chapter 36 introduces the techniques available
for automating Visio, including macros and writing add-ins.

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Preface

Part VII: Quick Reference
Part VII includes helpful information and reference lists. Chapter 37 describes the
process for installing Visio 2003. Chapter 38 provides different sources of help avail­
able for Visio 2003, both within the product and online. Chapter 39 identifies addi­
tional sources for customized and specialized templates, stencils, and Visio-based
solutions. Chapter 40 is a reference to the most helpful keyboard shortcuts. Chap­
ter 41 identifies the templates that Visio Standard and Visio Professional provide
and the stencils each one opens.

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xiii


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Acknowledgments


B

ooks are a collaboration of people and talents — and the final product is all
the better for it.

My thanks go to my editors, Jim Minatel and James Russell, for their confidence and
support; to my technical editors, Bonnie Watts and Scott Ambler, for making sure
that the information in this book is not only accurate but practical; and to my copy
editor, Luann Rouff, for making sure the whole ball of wax is readable. Thanks also
to Teresa Stover, whose meticulous writing and readable style push me to improve.
In addition, my gratitude goes to my husband, Peter Speer, who took care of our life
while I wrote this book. Finally, thanks to our dogs, Emma and Shea, who protected
my feet, if not our computer cables, these many months.

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Contents at a Glance

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix
Acknowledgments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv

Part I: Understanding Visio Fundamentals . . . . . . . . . . . . . . . . . 1
Chapter 1: Getting Started with Visio . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Chapter 2: Getting Started with Drawings . . . . . . . . . . . . . . . . . . . . . . . 23
Chapter 3: Working with Visio Files . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Chapter 4: Working with Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Chapter 5: Connecting Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Chapter 6: Working with Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Chapter 7: Formatting Visio Elements . . . . . . . . . . . . . . . . . . . . . . . . 127

Part II: Integrating Visio Drawings . . . . . . . . . . . . . . . . . . . . 145

Chapter 8: Inserting, Linking, and Embedding Objects . . . . . . . . . . . . . . . 147
Chapter 9: Importing, Exporting, and Publishing Visio Data to the Web . . . . . 171

Chapter 10: Linking Shapes with Data . . . . . . . . . . . . . . . . . . . . . . . . 187

Part III: Using Visio for Office Productivity . . . . . . . . . . . . . . . 203

Chapter 11: Collaborating with Others . . . . . . .
Chapter 12: Building Block Diagrams . . . . . . . .
Chapter 13: Constructing Charts and Graphs . . .
Chapter 14: Working with Organization Charts . .
Chapter 15: Working with Flowcharts . . . . . . . .
Chapter 16: Documenting Business Processes . . .
Chapter 17: Scheduling Projects with Visio . . . .
Chapter 18: Documenting Brainstorming Sessions

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205
223
239
253
271
287
297
323

Part IV: Using Visio in Information Technology . . . . . . . . . . . . . 339

Chapter 19: Modeling and Documenting Databases . .
Chapter 20: Building UML Models . . . . . . . . . . . .
Chapter 21: Building Software Development Diagrams
Chapter 22: Mapping Web Sites . . . . . . . . . . . . .
Chapter 23: Creating Network Diagrams . . . . . . . .

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341
369
397
415
433


Part V: Using Visio for Architecture and Engineering . . . . . . . . . 449

Chapter 24: Working with Scaled Drawings . . . . . . . . . .
Chapter 25: Creating Scaled Plan Drawings . . . . . . . . . .
Chapter 26: Laying Out Architectural and Engineering Plans
Chapter 27: Planning Space and Managing Facilities . . . . .
Chapter 28: Integrating CAD and Visio . . . . . . . . . . . . .
Chapter 29: Working with Engineering Drawings . . . . . . .

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451
467
481
509
531
547

Part VI: Customizing Templates, Stencils, and Shapes . . . . . . . . 575

Chapter 30: Creating and Customizing Templates . .
Chapter 31: Creating and Customizing Stencils . . .
Chapter 32: Creating and Customizing Shapes . . . .
Chapter 33: Customizing Shapes Using ShapeSheets
Chapter 34: Formatting with Styles . . . . . . . . . .
Chapter 35: Customizing Toolbars and Menus . . . .
Chapter 36: Automating Visio . . . . . . . . . . . . .

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577
583
595
643
657
671
681

Part VII: Quick Reference . . . . . . . . . . . . . . . . . . . . . . . . . 687

Chapter 37: Installing Visio 2003 . . . . . . . . . . . . . . . . . .

Chapter 38: Visio 2003 Help Resources . . . . . . . . . . . . . .
Chapter 39: Additional Resources for Templates and Stencils .
Chapter 40: Keyboard Shortcuts . . . . . . . . . . . . . . . . . .
Chapter 41: Template and Stencil Reference . . . . . . . . . . .

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689
699
705
709
717

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 727

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Contents

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix
Acknowledgments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv

Part I: Understanding Visio Fundamentals

1

Chapter 1: Getting Started with Visio . . . . . . . . . . . . . . . . . . . . 3
What’s New in Visio 2003? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

New and Improved Shapes and Templates . . . . . . . . . . . . . . . . 4
Productivity Enhancements . . . . . . . . . . . . . . . . . . . . . . . . . 5
Collaboration and Sharing . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Features Discontinued in Visio 2003 . . . . . . . . . . . . . . . . . . . . 6
What Visio Is and Isn’t . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Understanding Visio Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Using Templates and Stencils . . . . . . . . . . . . . . . . . . . . . . . . 8
Dragging and Dropping Shapes to Create Drawings . . . . . . . . . . . 9
Connecting Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Exploring the Visio 2003 Interface . . . . . . . . . . . . . . . . . . . . . . . . 14
Menus and Toolbars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Task Panes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
The Visio 2003 Drawing Area . . . . . . . . . . . . . . . . . . . . . . . . 16
Viewing Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Panning and Zooming . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Working with Drawing Windows . . . . . . . . . . . . . . . . . . . . . . 20
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Chapter 2: Getting Started with Drawings . . . . . . . . . . . . . . . . 23

Creating Drawings . . . . . . . . . . . . . . . . .
Creating Drawings Using Templates . . . .
Creating Drawings from Existing Drawings
Using the Fundamental Drawing Tools . . . . .
Speeding Up Drawing with Snap To Tools
Drawing Lines . . . . . . . . . . . . . . . .
Drawing Arcs and Curves . . . . . . . . . .
Drawing Closed Shapes . . . . . . . . . . .
Using the Pencil Tool . . . . . . . . . . . .

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24
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xx

Contents

Working with Pages . . . . . . . .
Creating Pages in a Drawing
Setting Up Pages . . . . . . .

Editing Pages . . . . . . . . .
Summary . . . . . . . . . . . . . .

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33
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35

39
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Chapter 3: Working with Visio Files . . . . . . . . . . . . . . . . . . . . 43
Opening Drawings . . . . . . . . . . . . . . . .
Opening Visio Drawings . . . . . . . . .
Accessing Recently Used Files . . . . . .
Opening Other Types of Files in Visio . .
Finding Files . . . . . . . . . . . . . . . . . . . .
Using File Properties to Find Files . . . .
Searching for Drawing Files . . . . . . .
Finding Templates and Sample Drawings
Saving Files . . . . . . . . . . . . . . . . . . . .
Saving Visio Files . . . . . . . . . . . . .
Protecting Files . . . . . . . . . . . . . .
Previewing and Printing Drawings . . . . . . .
Previewing Drawings . . . . . . . . . . .
Printing Drawings . . . . . . . . . . . . .
Summary . . . . . . . . . . . . . . . . . . . . .

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50

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59

Chapter 4: Working with Shapes . . . . . . . . . . . . . . . . . . . . . . 61

Shapes 101 . . . . . . . . . . . . . . . . . . . .
Shape Masters and Instances . . . . . .
Positioning Shapes . . . . . . . . . . . .
Modifying Shapes . . . . . . . . . . . . .
Groups of Shapes . . . . . . . . . . . . .
Finding Shapes . . . . . . . . . . . . . . . . . .
Opening Stencils . . . . . . . . . . . . . .
Finding Shapes on Drawings . . . . . . .
Searching for Shapes . . . . . . . . . . .
Selecting Shapes . . . . . . . . . . . . . . . . .
Selecting Individual Shapes . . . . . . .
Selecting Multiple Shapes . . . . . . . .
Positioning Shapes . . . . . . . . . . . . . . . .
Working with Rulers, Grids, and Guides
Moving, Rotating, and Flipping Shapes .
Placing Shapes with Precision . . . . . .
Manipulating Shapes . . . . . . . . . . . . . . .
Undoing Actions and Deleting Shapes .
Duplicating Shapes . . . . . . . . . . . .
Resizing and Reshaping Shapes . . . . .

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62

62
62
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64
64
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69
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71
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75
76
82
83
84
86


Contents

Reordering Overlapping Shapes
Storing Data in Shapes . . . . .
Grouping Shapes . . . . . . . . .
Labeling and Numbering Shapes . . .
Summary . . . . . . . . . . . . . . . .

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87
87
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92

Chapter 5: Connecting Shapes . . . . . . . . . . . . . . . . . . . . . . . 95
Using Connectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Using Stencil Connectors . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Using the Connector Tool . . . . . . . . . . . . . . . . . . . . . . . . . 98
Dragging Points to Connect Shapes . . . . . . . . . . . . . . . . . . . . 99
Connecting a Sequence of Shapes . . . . . . . . . . . . . . . . . . . . . 99
Organizing Connections with Glue . . . . . . . . . . . . . . . . . . . . . . . 100
Gluing Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Specifying Points for Glue . . . . . . . . . . . . . . . . . . . . . . . . . 100
Adding, Moving, and Deleting

Connection Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Automatically Laying Out Shapes . . . . . . . . . . . . . . . . . . . . . . . . 102

Configuring Placement Behavior . . . . . . . . . . . . . . . . . . . . . 102
Specifying Layout Options . . . . . . . . . . . . . . . . . . . . . . . . 103
Specifying Layout and Routing Spacing . . . . . . . . . . . . . . . . . 105
Specifying Line Jump Options . . . . . . . . . . . . . . . . . . . . . . 106
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Chapter 6: Working with Text . . . . . . . . . . . . . . . . . . . . . . . 107

Text and Visio . . . . . . . . . . . . . . . . . . . . . . .
Adding Text to Drawings . . . . . . . . . . . . .
Displaying Field Information in Text . . . . . . .
Displaying Information in Headers and Footers
Adding Comments to Drawings . . . . . . . . . .
Selecting and Editing Text . . . . . . . . . . . . . . . .
Selecting Text . . . . . . . . . . . . . . . . . . . .
Selecting Text in Groups . . . . . . . . . . . . . .
Editing Text . . . . . . . . . . . . . . . . . . . . .
Deleting Text . . . . . . . . . . . . . . . . . . . .
Finding, Replacing, and Correcting Text . . . . .
Positioning Text . . . . . . . . . . . . . . . . . . . . . .
Repositioning Text in a Shape . . . . . . . . . .
Moving Text Shapes . . . . . . . . . . . . . . . .
Editing Locked Shapes . . . . . . . . . . . . . . .
Creating Special Annotations . . . . . . . . . . . . . .
Creating Tables . . . . . . . . . . . . . . . . . . .
Using Callouts to Highlight Information . . . . .
Using Title Blocks . . . . . . . . . . . . . . . . .
Summary . . . . . . . . . . . . . . . . . . . . . . . . . .

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107
108
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121

123
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126

xxi


xxii

Contents

Chapter 7: Formatting Visio Elements . . . . . . . . . . . . . . . . . . 127

Applying Formats . . . . . . . . . . .
Applying Formats to Lines . .
Applying Formats to Text . . .
Applying Fill Formats . . . . .
Formatting Shapes . . . . . . .
Formatting with Styles . . . . . . . .
Applying Styles . . . . . . . . .
Restoring Default Styles . . . .
Working with Colors . . . . . . . . .
Using the Color Palette . . . .
Working with Color Schemes .
Specifying Basic Color Settings
Color-Coding Shapes . . . . . . . . .
Summary . . . . . . . . . . . . . . . .

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Part II: Integrating Visio Drawings

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127
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144

145

Chapter 8: Inserting, Linking, and Embedding Objects . . . . . . . . 147

Understanding Linking and Embedding . . . . . . . . . .
Linking Elements . . . . . . . . . . . . . . . . . . . . . . .
Using Hyperlinks . . . . . . . . . . . . . . . . . . . .
Linking Visio Drawings with Microsoft Office Files
Embedding Objects . . . . . . . . . . . . . . . . . . . . . .
Embedding Files and Fragments As Objects . . . .
Positioning and Formatting Embedded Objects . .
Editing the Content of Embedded Objects . . . . .
Inserting Graphics in Visio . . . . . . . . . . . . . . . . . .
Inserting Graphics Files . . . . . . . . . . . . . . . .
Searching for and Inserting Clip Art . . . . . . . . .

Inserting Pictures from Digital Devices . . . . . . .
Fine-Tuning Visio Drawings for PowerPoint . . . . . . . .
Formatting Visio Drawings in a Presentation . . . .
Building Drawings in a Presentation . . . . . . . . .
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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148
148
150
154

158
158
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162
163
163
163
164
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170

Chapter 9: Importing, Exporting, and Publishing Visio Data

to the Web . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

Formats for Importing and Exporting . . . . . . . . . . . . . . . .
Using Template Tools to Import and Export . . . . . . . . .
Exploring the New SVG Format . . . . . . . . . . . . . . . . .
Importing Data into Visio . . . . . . . . . . . . . . . . . . . . . . .
Importing Graphic Files into Visio . . . . . . . . . . . . . . .
Importing Your Outlook Appointments to a Visio Calendar

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172
173
173
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175