Microsoft Visio Detailed Presentation

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This presentation contains detailed MS VISIO tips and tricks.

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Microsoft Visio Detailed Presentation

  1. 1. Microsoft Visio is Registered Trade of Microsoft CorporationThis presentation is Copyright of QBI Institute. This presentation is part ofcourse material for QBI Institute Software Business Analyst CertificationProgram
  2. 2. About the Speaker
  3. 3. Importance of MS VISIO
  4. 4. What can VISIO Do for You
  5. 5. Is Learning Visio Compulsory ?
  6. 6. Starting VISIO Then Start VISIO By Clicking Here -2 Click on Windows Button -1
  7. 7. Starting VISIO Template Template Area: RecentlyNavigation Area Preview Area Used, Template Categories
  8. 8. Ribbon Bar Groups on Ribbon Quick Access Tool BarFile Menu Visio Drawing Visio Stencil Zoom Control Page Control
  9. 9. Top Right / Bottom Left Options To Minimize the Visio File To Restore Down To Close the file To Minimize the Ribbon To Open Visio Help To Minimize Window To Restore Window To Close Window Page No of Open Visio Drawing Unit being used US or Metric Macro Recording Option
  10. 10. File Menu File is the only drop down menu available it provides options for Save/Save as, Open, Close, Info, Recent, New etc.
  11. 11. Home Tab /RibbonHome Tab or Ribbon has provision for common actions like alignment, fontsize, formatting, Copy, Paste etc. Home Ribbon has groups like ClipBoard, Font, Paragraph, Tools, Shape, Arrange and Editing
  12. 12. Insert RibbonInsert Tab or Ribbon has provision to Insert Blank Page, Picture, Clip Art, Chart, CADDrawing, Container, Call Out, Hyperlink, Screen Tip, Object, Field and symbol. It has RibbonGroups named Pages, Illustrations, Diagram Parts, Links and Text
  13. 13. Design RibbonPage Orientation, Page Themes, Backgrounds etc. are set in the Design Tab or Design Ribbon.Design Ribbon has the following Groups : Page Setup, Themes, Backgrounds and Layout
  14. 14. Data RibbonWe can link external data sources and data graphics through Data Ribbon. Data Ribbon hasthree Groups : External Data, Display Data, Show/Hide
  15. 15. Contextual Tabs Contextual Tabs become available on certain conditions. In this example we will show you a contextual tab and also use of Ink Tools in Visio. Click on Review Tab Now click on Ink ToolsA contextual Tab of Ink Tools will come upThrough Ink Tool ContextualTab you can usePen, highlighter etc. on yourMS Visio Drawings
  16. 16. Review RibbonFunctionalities provided in this Ribbon help us to Review our Visio Files or Diagrams .Review Ribbon has following Groups : Proofing, Language, Comments, Markup and Reports
  17. 17. View RibbonFunctionalities provided in this View Ribbon help us to View better our Visio Files or Diagrams .View Ribbon has following Groups : Views, Show, Zoom, Visual Aids, Window and Macros
  18. 18. Developer RibbonDeveloper Ribbon has Groups like Code, Add-Ins, Controls, Shape Design, Stencil, Show/Hide.Here you can record new Macros, Prepare new stencils etc
  19. 19. Add-Ins RibbonAdd-Inns Ribbon shows Add-Ins to your Visio Program.A Visio Add-In is a Program which extends the capability of VISIOThere are several third party Add-Ins available for Microsoft Visio
  20. 20. More about Tabs
  21. 21. ShapesVisio Shapes and connectors make up the Visio DiagramVisio Shapes are readymade images with which you can make your diagramVisio Shape can be simple as a line or complex as a CalendarShapes can be 1-D (behaves like a line ) or 2-D (behaves like a rectangle)Relevant Visio Shapes can be utilized from the Stencil, by dragging and droppinginstance (which you drop on diagram) of master shape (which remains on thestencil)Shapes can hold important information and dataYou can make your own shapesCommon Shape ActionsRotate a ShapeResizeFlip Horizontally and VerticallyFormatManaging Viewing Shape Data
  22. 22. View Shape Data , Size and PositopnTo check data associated with aShape, Select the Shape View RibbonTask Panes Shape Data(Only 2D shapes have shapedata, connectors do not have shape data)To check positioning of a Shape on theDiagram, Select the Shape, Go to ViewRibbon Task Panes Size and PositionAfter you activate these options whateverShape you will select their Data, Size andPosition will be displayed
  23. 23. Shape Connection PointsA connection point is a special point on someshapes that you can “glue” connectors and othershapes to. It looks like a blue x ( ). When you gluea connector to a connection point on ashape, they stay connected, even if the shape ismoved. Use connection points when you wantconnectors or shapes to stay connected to specificpoints on a shape.In Microsoft Visio 2010, connection points fade inand become visible when you are attempting toconnect a shape to another. You see a shape’sconnection points when you hover near the shapewith the Connector Tool or drag the endpoint ofany connector or line near a shape that hasconnection points.
  24. 24. Prevent or Protect ShapesTo prevent or protect shapes go toFile  Options  Advanced GeneralSelect Run in developer modeNow Select a Shape you wish to protectNow on Developer Tab Shape Design Group Click Protect. Protect the properties youwish to protect
  25. 25. Static ConnectionStatic Connections or Point Connections. When the Shapes are Connected theConnection end points turn red. If we move the shape the connector remains glued tothe end point
  26. 26. Dynamic ConnectorsDynamic Connections or Shape to Shape Connectors It connects two shapes withshortest route Possible
  27. 27. Adding Text to ConnectorDouble Click on the Connector and Add Text
  28. 28. MS Visio File Types .vsd is Visio Drawing File Vss is Visio Stencil File .vst is Visio Template File .vsx is Visio XML file
  29. 29. Visio File Types .vsd : The vsd file extension is associated with Microsoft Visio binary file format and used for its flowcharts and diagram document files .vss: The vss file extension is associated with Microsoft Visio. File contains smartshapes (stencils).File is in binary Visio document format .vst: The vst file extension is associated with Microsoft Visio templates .vdw: The vsw file suffix is associated with Microsoft Office Visio. File contains web drawing, that is created in Microsoft Office Visio. .vdx: Visio drawing XML file - a drawing or chart created with Microsoft Visio, a program for creating business diagrams and flowcharts. It is similar to a standard .vsd file, but saved in an XML format.
  30. 30. Creating a New Stencil Developer Ribbon  New Stencil Save with .vss extension Utilize with Visio Drawing Files
  31. 31. Applying a Theme
  32. 32. Selection HandleRotation Handle
  33. 33. Drop and Connect Indicator
  34. 34. Working With ShapesFlipping and Rotating ShapesRotate Shape 90 degree to the left (counter-clock wise) Ctrl +LRotate Shape 90 degree to the right (clockwise) Ctrl +RFlip Shape Vertically Ctrl +JFlip Shape Horizontally Ctrl + HFlip a line Shape to reverse its ends – Choose Shape Operations Reverse endsGrouping and Ungrouping ShapesGrouping Shapes Shift + Ctrl + GUngrouping Shapes Shift + Ctrl +UNudging a ShapeNudging a Shape : Select the Shape and Press Up, Down, Left, Right and Arrow KeysNudging means shifting a Shape with a very small degree
  35. 35. Working With ShapesZoomingHold Down Shift+Ctrl and Click left mouse button – Zooms inHold Down Shift+Ctrl and Click right mouse button – Zooms Out
  36. 36. Formatting Shapes Select the Shape  Right Click with mouse Select Fill / Line/Text
  37. 37. Working with Visio Pages Inserting a New Page Accessing Page Setup Insert Delete Rename Re-order Page Setup Options
  38. 38. Visio Page Setup Options
  39. 39. Visio Page Setup Options
  40. 40. Background Page
  41. 41. Using Visio Artifacts in RequirementDocuments• Paste Picture• Link Visio Drawing in your Requirements Document• Display as Icon
  42. 42. Copy and Paste Picture• This option is equivalent to Copying and Pasting the Visio Snapshot in your Requirements Document• Embedded Picture Can Not Be Edited as a Visio Drawing• Embedded Picture is not Linked with the Original Visio Drawing. Any Subsequent change in Original Visio Drawing will not be reflected here
  43. 43. Link Visio Object in your Requirement Document• Open Your Requirements Document. On Insert Ribbon click on Insert Object.• Select Create from File if Drawing is already available• Select the drawing you wish to link• To keep the link active do not rename the file or change folders
  44. 44. Protect Your DrawingDeveloper TabClick On Document ExplorerRight Click Document you wish to protectClick on Protect Document
  45. 45. Developer Ribbon Not SeenIf you can not see the DeveloperRibbonFile Options  Advanced Run inDeveloper Mode
  46. 46. Preparing UML Diagrams through MS VISIO
  47. 47. Preparing UML Diagrams
  48. 48. Metric and US Units• Metric and US units are used to scale diagrams in drawing page• Metric units example : Meter, MM etc.• US units example : Miles etc.
  49. 49. Wireframes Through Visio
  50. 50. Portal / Application / Service WireframingUsing MS Visio• Wire-framing is making a visual of a website /web service / application to be developed• It is an Elicitation / Validation Technique• You can seek client approvals through Wireframes• Through the wireframes you communicate client requirements to development team• MS Visio is a good application to prepare Wireframes. It is weak in preparing Prototypes which have larger interactivity
  51. 51. Wire Framing - Case StudyYour client is a World leader in Insurance Software Products. Your company who is thevendor has been engaged to develop an interactive company portal for them. As abusiness analyst you have been in discussion about the client requirementsAs per the discussion the following has emerged• The client wishes to prominently display its logo on every page of the web site• In addition to home page there will be top level links for Products, Services, Components Media, Contact Us• In addition the client prominently wishes to highlight about its Alliance Partners, Clients, Career Opportunities, Blogs and Sitemap• They want to portray a modern image through the websitePrepare a Wireframe Website to be approved by your client before you share theseideas with your design and development team
  52. 52. ReferencesReferencesVisio 2010 Key Board Shortcutshttp://office.microsoft.com/en-us/visio-help/visio-2010-keyboard-shortcuts-RZ102810189.aspx?section=1BPMN Diagrams Using MS Visiohttp://office.microsoft.com/en-us/visio-help/bpmn-diagramming-basics-RZ102712773.aspx?CTT=1Business Template Overviewhttp://office.microsoft.com/en-us/visio-help/video-business-template-overview-VA101848201.aspx?CTT=4&origin=EC001023145
  53. 53. Thank - You
  54. 54. Hold Down Shift + Ctrl and drag with the leftmouse button – Zooms in on the selected areaHold Down Shift + Ctrl and drag with the rightmouse button – Zooms in on the selected area

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