Exploring Visio


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Exploring Visio

  1. 1. Exploring MS-Visio Tips & Tricks Compiled by: Raghunath Soman www.persistentsys.com
  2. 2. Use Equation Editor for Math & Science • Equation Editor is a formula editor that allows users to construct math and science equations in a WYSIWYG environment. • To use Equation Editor in Visio, go to Insert | Object | Microsoft Equation 3.0 • Select “Create new” radio button to create a new equation. • Note: Equation Editor is now superseded by MathType, a more powerful formula editor.© 2010 Persistent Systems Ltd www.persistentsys.com 2
  3. 3. Remove personal info and reduce file size • Go to File | Info • Go to File | Info • Click Remove Personal Info • Click Reduce File Size© 2010 Persistent Systems Ltd www.persistentsys.com 3
  4. 4. Enable Developer tab • Developer tab offers a number of advanced features that make life easier! • By default, this tab is not enabled in Visio. To enable this tab, go to File | Help | Options | Advanced • In the General section, select Run in developer mode.© 2010 Persistent Systems Ltd www.persistentsys.com 4
  5. 5. Use ShapeSheet • ShapeSheet is a powerful tool that enables you configure ALL the properties of the shape precisely from a single window. • Developer tab needs to be enabled to view ShapeSheet. • To view the ShapeSheet for a particular shape, select it and go to Developer tab. Click Show ShapeSheet.© 2010 Persistent Systems Ltd www.persistentsys.com 5
  6. 6. Add a ScreenTip • ScreenTips are just like ToolTips and enable you to provide short notes about the image. • Select the shape to which you wish to add the screen tip. Go to Insert | ScreenTip© 2010 Persistent Systems Ltd www.persistentsys.com 6
  7. 7. Save images as Metafile • Visio files are often bulky in size. • Saving an image as a JPG/PNG/GIF often leads to loss of clarity. • Save the image as a Metafile to maintain the clarity while reducing the file size. • Press CTRL + A to select entire Visio diagram. Go to MS-Word (or any other MS-Office application). Click Paste Special and select Picture (Enhanced Metafile) • Note that once pasted as metafile, you cannot edit the image in Visio.© 2010 Persistent Systems Ltd www.persistentsys.com 7
  8. 8. Enable Document Stencil • Document Stencil shows the individual shapes used in a Visio document. • Even if a shape has been used multiple times, only one instance for it is shown in the stencil. • Even if a shape has been deleted from the document, the stencil still shows the shape. • To view document stencil, go to Developer tab and select Document Stencil checkbox.© 2010 Persistent Systems Ltd www.persistentsys.com 8
  9. 9. Set double-click action • Usually, when you double-click a shape, the default action for that shape is performed. • Using Behavior function of Developer tab, you can specify the action to be performed when user double- clicks a shape. • You can choose to open the shape in a new window, or open the ShapeSheet, run a macro, go to a target page or display some help text for the shape.© 2010 Persistent Systems Ltd www.persistentsys.com 9
  10. 10. Use Keyboard shortcuts Action Shortcut Action Shortcut Zoom In Ctrl + Shift + Left click Pointer tool Ctrl + 1 Zoom Out Ctrl + Shift + Right click Text Block tool Ctrl + 2 Close document Ctrl + W Connector tool Ctrl + 3 Switch windows Ctrl + Tab Repeat last F4 Print Preview Ctrl + F2 action Duplicate shape Ctrl + D Insert picture Alt + N, P Page Setup Shift + F5© 2010 Persistent Systems Ltd www.persistentsys.com 10
  11. 11. Visio Resources • http://blogs.msdn.com/b/visio/ • http://www.visiozone.com • http://www.visguy.com • … and of course, the MS-Visio online help!© 2010 Persistent Systems Ltd www.persistentsys.com 11