IntroductionWelcome| 00:00 | (music playing)
| | 00:04 | Hi! And welcome to Up Running with Visio 2013.
I'm David Rivers.
| | 00:08 | In this course we will begin with a
quick intro to Visio for those who are not
| | 00:12 | sure what Visio really is
and what it can be used for.
| | 00:15 | We'll get you comfortable navigating
the new style user interface
| | 00:19 | before we explore ways, you can customize
this new UI to better suit your individual needs.
| | 00:26 | Then it's on to working with Charts
and Diagrams, where we'll take a look at
| | 00:30 | some of the new templates available to
help you get started, work with new Shape
| | 00:34 | tools for adding and changing shapes in a diagram.
| | 00:38 | And even explore a way to create versions
of the drawing using duplicate pages.
| | 00:43 | Other topics to be covered include
formatting your drawings to make them
| | 00:47 | standout with themes, color schemes and the effects.
| | 00:51 | And ways of sharing your drawings
with others, including options for
| | 00:54 | collaborating on drawings with one or more other people.
| | 00:57 | With so much to cover, let's get you
Up and Running with Visio 2013.
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| Using the exercise files| 00:00 | If you're a premium subscriber with lynda.com,
you'll have access to the exercise files.
| | 00:05 | And the exercise files allow you to
follow along with me step-by-step.
| | 00:09 | So if do plan on using them, I highly
recommend placing them in a convenient
| | 00:12 | location, such as the Desktop, and
when you double-click this folder, you'll
| | 00:16 | notice subfolders representing each of
the chapters in this title where we're
| | 00:20 | going to use exercise files.
| | 00:23 | Inside those folders is where
you'll find the actual files.
| | 00:26 | Now if you don't have the exercise
files, not to worry, you can still learn
| | 00:31 | lots by trying to work along with
your own files or by simply sitting back,
| | 00:36 | relaxing and watching.
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|
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1. Getting StartedWhat is Visio 2013?| 00:00 | If you're already familiar with earlier
versions of Visio, you can probably
| | 00:03 | skip this movie, because we're simply going to
examine what Visio is and what it can be used for.
| | 00:10 | In the simplest of definitions, Visio is a software
program for creating professional diagrams.
| | 00:16 | With Visio 2013, Microsoft has made it
more pleasant, faster and easier than
| | 00:22 | ever to create attractive and a wide
range of professional looking diagrams.
| | 00:27 | The secret to awesome looking diagrams
in Visio 2013 is the integration of the
| | 00:31 | same rendering engine used in
PowerPoint, so all those cool effects and UI
| | 00:36 | features you're familiar with in PowerPoint,
are now found in Visio, too.
| | 00:40 | So what kinds of diagrams would one
create using an application like Visio 2013?
| | 00:45 | Well, the list is actually quite extensive.
| | 00:48 | The most popular diagram created with
Visio is the organizational chart, and with
| | 00:53 | so many templates built into Visio to
help you get started, you'll have no
| | 00:57 | trouble creating stunning looking org charts.
| | 00:59 | Then the list goes on from basic
diagrams to anything you can imagine.
| | 01:04 | For example, you might want to create
basic to cross-functional flowcharts or
| | 01:10 | basic to detailed network diagrams.
With Visio 2013, you can great floor plans
| | 01:16 | and home plans, how about electrical
diagrams, brainstorming diagrams and you
| | 01:21 | can even create database, SharePoint,
Audit, and a whole bunch of other types of
| | 01:25 | diagrams using Visio 2013.
| | 01:28 | And the best thing about Visio 2013
is you'll spend less time and effort
| | 01:32 | creating all these wonderful diagrams,
thanks to a number of improvements made
| | 01:35 | to the program, many based on customer feedback.
| | 01:39 | Now Visio 2013 is available
in three different versions.
| | 01:43 | Microsoft Visio Standard 2013 is
designed for people looking for a powerful
| | 01:48 | diagramming platform with a
rich set of built-in stencils.
| | 01:52 | Visio Professional 2013, on the other
hand, has all the features a Standard 2013,
| | 01:57 | but also comes with updated Shapes
and Templates, enhanced support for team
| | 02:02 | collaboration, so more than one person can be
working on the same diagram at the same time.
| | 02:07 | And the ability to link diagrams to data,
which displays changes in real time.
| | 02:14 | Then there is Visio Pro for Office 365,
and it's going to be available via a
| | 02:18 | subscription through Office 365, and
it comes with the same features found in
| | 02:23 | Professional 2013 and Visio on-demand.
| | 02:26 | Visio Pro for Office 365 can be installed on
up to five PCs running Windows 7 or Windows 8.
| | 02:33 | Now as you follow along with me in this
title, I'll be using Visio 2013 Professional.
| | 02:38 | So this should be a good idea of what
Visio is and what it can be used for.
| | 02:42 | Visio 2013 comes with a number of
new and enhanced features to make
| | 02:45 | diagramming faster and easier than ever
and we will explore those features in the next movie.
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| What's new in Visio 2013?| 00:00 | As I mentioned earlier, Visio 2013 comes
packed with a number of new or enhanced
| | 00:04 | features to help you create the
most polished and professional diagrams
| | 00:08 | possible, faster and with
greater ease than ever before.
| | 00:12 | So here's a list of new or improved
features, which we will be sure to cover as
| | 00:16 | we move through the
various chapters in this title.
| | 00:19 | The very first change you'll
notice is to the User Interface.
| | 00:22 | In Visio 2013 you get that same new
interface found across the other programs in
| | 00:26 | Microsoft Office 2013.
| | 00:29 | It's clean, it's flat and very easy to
navigate once you get the feel.
| | 00:34 | There are a whole slew of new templates
to choose from in Visio 2013 as well,
| | 00:38 | many with built-in wizards to help you get
up and running quickly with your new diagrams.
| | 00:43 | And as part of these new templates
you'll notice improved Containers and
| | 00:45 | Callouts as well, that make it easy to
apply themes and effects for fast and
| | 00:49 | easy formatting. Adding images
to an org chart, just got easier too.
| | 00:53 | If you have the images you want to
display inside org chart containers, it's
| | 00:57 | very simple now to simply add them
without a lot of fuss in formatting.
| | 01:01 | When it comes to working shapes,
Visio 2013 now makes it simple to change
| | 01:06 | your mind when you need to replace a
shape you've already added to a diagram
| | 01:10 | with another shape.
| | 01:11 | All formatting and connections remain in
place, so all you need to do is click a
| | 01:16 | button and select the replacement shape.
| | 01:18 | And if you're looking for that ideal
shape, improved search functionality means
| | 01:22 | you'll spend less time looking for that
shape, thanks to new keywords that bring
| | 01:25 | on better and faster results.
| | 01:27 | Another nice improvement found in
Visio 2013 is the ability to duplicate a
| | 01:32 | page, by creating an exact duplicate of
a page containing any diagram, you now
| | 01:37 | have the ability to quickly create variations
or versions of a diagram faster than ever before.
| | 01:44 | In Visio Professional 2013, you'll be
able to connect your diagrams to external
| | 01:48 | data sources and see real-time updates to your
diagram, when the data changes at the source.
| | 01:54 | And collaborating just got easier too,
by sharing a diagram in a location such
| | 01:58 | as a SharePoint site for example;
| | 02:00 | more than one person can be working on the
same diagram at the same time. How convenient.
| | 02:06 | These are just some of the newer
enhanced features in Visio 2013. Follow along
| | 02:10 | with me in the upcoming movies to see
them in action, as we continue to get
| | 02:14 | Up and Running with Visio 2013.
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| Touring the Visio 2013 interface| 00:00 | It's time now to launch Visio 2013 and
get comfortable in our new environment,
| | 00:04 | so we'll take a tour of the User Interface.
| | 00:06 | First step of course is to launch the program.
| | 00:09 | Here in Windows 8, a tile is created by
default when Visio is installed right on
| | 00:14 | the Start screen and one
click of this tile will launch it.
| | 00:17 | If you're in Windows 7, you might see
an icon on your Desktop, a shortcut to
| | 00:21 | launch the program or you could go to
your Windows Start button; go to All
| | 00:26 | programs, and then in the
Microsoft section you'll find Visio.
| | 00:29 | Regardless of your operating system,
when you launch the program, and I'm going
| | 00:34 | to click my tile once here for Visio 2013.
| | 00:36 | We're taken to this old Desktop
environment, even in Windows 8.
| | 00:40 | So we're working in the same environment,
and everybody is seeing the same thing
| | 00:44 | when they launch Visio 2013.
| | 00:46 | And it's the Start screen with a list
of recently worked on drawings. I don't
| | 00:51 | have any, this is my first time. A link
to open any other drawings, so you can
| | 00:56 | navigate through your computer and
devices, including networks to locate
| | 01:00 | drawings, and open them up from here.
| | 01:03 | Or we could go to the right side of
our screen and create New Drawings.
| | 01:07 | And you'll notice a list of featured
templates to choose from, to help you get
| | 01:10 | started with different types of drawings.
| | 01:13 | So if want to do an audit type flowchart,
rack diagrams, network diagrams, all
| | 01:18 | the way up to basic as well, you'll see those options.
| | 01:21 | Including what we're going to select
momentarily, our blank drawing.
| | 01:25 | Now if you wanted to narrow down your
search, you're not interested in any
| | 01:29 | of these featured templates, you'll notice
Suggested searches include different categories.
| | 01:34 | So if you're more concerned about Floor
Plans, you could go to Floor Plans here,
| | 01:38 | it actually starts a new search
with the keywords Floor Plans.
| | 01:41 | And you'll see different set of templates
here all related to different types of
| | 01:45 | Floor Plans, could be for Home,
Office, HVAC, Print Layouts etc.
| | 01:51 | You also have the Categories over here in the
right-hand side to narrow it down even further.
| | 01:55 | And in some cases when you select
these categories, you won't find any
| | 01:59 | Visio templates, but you might be directed
to other templates for other office programs.
| | 02:05 | For example if we choose Media, notice
there aren't any for Visio, but there is
| | 02:10 | one for Word and one for PowerPoint.
| | 02:12 | At anytime we can go back by clicking
this Home button and start over.
| | 02:16 | We can choose another Category or
we can type in our own keywords.
| | 02:20 | Let's say we're looking for organization
charts; type in organization, press
| | 02:26 | Enter and it looks like there's one to
help us to get started here in Visio, a
| | 02:31 | number of other templates in the
other apps in the Office Suite.
| | 02:35 | Let's hit Home again to go back.
| | 02:36 | We're going to select blank drawing and
from here you'll notice we get to choose
| | 02:40 | the units of measure, Metric or US, and click Create.
| | 02:44 | If we want to navigate some of the other
featured templates, we could use these
| | 02:48 | navigation buttons to go back and forth through them.
| | 02:51 | But it is blank drawing that we want. So we'll make
sure it's selected with US units and click Create.
| | 02:57 | And this creates your first drawing and
it is indeed a blank drawing, you get a
| | 03:01 | blank page, a blank canvas to work on,
which means you can start any type of
| | 03:05 | diagram you want to create.
| | 03:07 | But we're just going to tour the User
Interface, because it does look a little
| | 03:11 | bit different from previous versions of Visio.
| | 03:13 | First of all across the top we do have
our Quick Access toolbar, it gives you
| | 03:16 | access to frequently used commands
like Save, Undo and Redo, but we can
| | 03:21 | customize this to add the commands we use most often.
| | 03:24 | We'll do that in an upcoming movie.
| | 03:26 | You'll also see the name of your drawing,
if haven't saved it, it's just drawing and a number.
| | 03:31 | And you'll see Visio either Standard or Professional
up here depending on the version you're using.
| | 03:36 | And then on the far right-hand corner
at the top, a Help button, Minimize,
| | 03:41 | Restore and here's where we
go to close Visio altogether.
| | 03:44 | You'll also see Account Information, if
you're in Windows 8 and already logged
| | 03:48 | in to your Microsoft account,
you'll be logged in here in Visio.
| | 03:51 | You can go here to login to your account.
Clicking the drop-down gives you some
| | 03:55 | information about your account, Account
settings, and you could even switch to
| | 04:00 | other accounts, if you're sharing a computer.
| | 04:02 | Next we have a number of tabs representing different
ribbons and our Backstage view, the File tab.
| | 04:09 | If we click File, here's where we go to
do things like Create New Drawings, Open
| | 04:14 | existing drawings, Save, Print, here is
Close to close up the drawing we might
| | 04:19 | be working on, Access our Account and other options,
which we'll talk about later on in this title as well.
| | 04:25 | This is Backstage view and you can do
number things here, but we can also go
| | 04:29 | back by clicking the back button at the top.
| | 04:31 | Now let's talk about the ribbon,
which is broken up into various tabs.
| | 04:35 | And it's very well-organized, so you don't waste a lot
of time searching for the commands you're looking for.
| | 04:40 | If you need to insert something, you
go to the INSERT tab; when you click
| | 04:44 | INSERT you'll notice different categories on our
ribbon, Pages, Illustrations, Diagram Parts, etcetera.
| | 04:51 | And every ribbon is set up that way.
The HOME ribbon has its own categories,
| | 04:55 | all the font the items are located
in one place on the ribbon, Paragraph
| | 04:59 | Formatting, etcetera.
| | 05:01 | And as we move through these, you'll see we've
different ribbons with different categories.
| | 05:05 | And again, organized, so that it's easy
for you to find what you're looking for.
| | 05:09 | Let's go back to the Home tab.
| | 05:11 | Now you'll also notice down the left-hand
side an area for Shapes and Stencils.
| | 05:15 | With a blank drawing we don't see anything to choose
from, except this option to access More Shapes.
| | 05:20 | Depending on the template you choose,
you'll see related Stencils and Shapes to
| | 05:25 | choose from that help you create your drawings.
| | 05:27 | Across the top we see our Ruler, also
down the left for measuring items that
| | 05:32 | we're going to be drawing in our diagram.
| | 05:34 | We have scrollbars on the right and
across the bottom for scrolling through
| | 05:38 | pages, either horizontally or
vertically, depending on the zoom level.
| | 05:43 | Down at the bottom you'll see the page you're on.
| | 05:45 | You'll see this little guy labeled All,
so if you wanted to, you could access
| | 05:50 | All Pages from here, and then just
simply select the page you want to go to.
| | 05:54 | We also have the ability to Insert a
page from here using the little + sign.
| | 05:58 | So if you want to start a new page,
that's the fastest way to create one.
| | 06:03 | At the bottom we have our Status bar.
You'll see what page you're on, the
| | 06:06 | language you are using, this little icon
for recording macros, and you can begin
| | 06:12 | macro recording right from here.
| | 06:14 | In the bottom right-hand corner we
have a zoom slider, you'll see the current
| | 06:17 | setting and you can move at slider to the right
if you wanted to zoom in, to the left to zoom out.
| | 06:24 | And of course, the further you zoom in,
if we go to say 100% here right in
| | 06:28 | the middle, you'll need your scrollbars to
scroll up and down through your blank drawing.
| | 06:34 | Let's move our zoom slider back, so we can
see the entire page without having to scroll.
| | 06:40 | I'm going to go to 50%, that's good enough.
| | 06:44 | And we also have a couple of other
buttons over here in the right-hand side,
| | 06:47 | this is the fastest way to Fit your Page
to the Current Window and it changes it.
| | 06:51 | As you can see to 45%, and then the last
button over here on the right-hand side
| | 06:55 | allows you to switch windows.
| | 06:57 | So if you're working on multiple diagrams
in separate windows, that's one way to
| | 07:01 | get to those other diagrams.
| | 07:03 | So that's a quick tour of the
User Interface here in Visio 2013.
| | 07:08 | Now that you're feeling comfortable in
your environment, we'll talk about ways
| | 07:11 | that you can customize it to suit
your own needs, that's coming up next.
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| Customizig the Ribbon and the Quick Access Toolbar| 00:00 | One thing about the User Interface here
in Visio 2013 is it's quite customizable.
| | 00:05 | So for example, if you don't like viewing
the ribbon and all of the commands and
| | 00:10 | different sections of the ribbon, you
can minimize it, or if you want to add
| | 00:15 | your own buttons to the Quick Access
toolbar for frequently used commands,
| | 00:19 | you have that ability as well.
| | 00:21 | So that's what we're going to talk about here.
| | 00:23 | Really doesn't matter if you have a
drawing open or not, we're still working
| | 00:26 | with a blank drawing we
started in the previous movie.
| | 00:29 | But what we're going to do is start in the very
top left corner with our Quick Access toolbar.
| | 00:33 | Now saving what you're doing is one
of the commands that people use all the time.
| | 00:37 | That's why you see a Save button here
on the Quick Access toolbar.
| | 00:41 | If you make a mistake, Undo is a popular one.
| | 00:44 | And if you go too far, a Redo is also very popular.
| | 00:46 | But this little dropdown arrow allows us to
change what appears on the Quick Access toolbar.
| | 00:51 | By clicking it, you'll see check marks
next to the current commands appearing
| | 00:56 | onthe Quick Access toolbar.
There is Save, Undo and Redo.
| | 00:59 | But if you do for example a lot of printing,
you might want to have Quick Print show up there.
| | 01:04 | Let's add it, and you'll notice the Quick Print
icon shows up as a very last icon,
| | 01:08 | since it was added last.
| | 01:10 | Click the dropdown again and maybe Open
is one that you want up there as well.
| | 01:15 | Click the dropdown again, and then if you
wanted to, maybe you don't like Quick Print,
| | 01:19 | you just want a regular print
where you can choose print options,
| | 01:22 | and you want to rearrange the order.
| | 01:24 | Well in that case, you need to go a
little further down to More Commands.
| | 01:29 | And when you click this, it's a shortcut
for going to the File tab, backstage view,
| | 01:32 | Options and selecting Quick Access toolbar.
| | 01:36 | Now from here by default, Popular
Commands are going to be listed
| | 01:39 | and you can add anyone of them.
| | 01:41 | So for example, if we wanted to, we
could scroll down a little further until we
| | 01:46 | see some print options like Print Page.
| | 01:49 | Well, we don't see the full print option,
because it's not one of the Popular Commands.
| | 01:53 | If we click the dropdown here and
go to All Commands, you'll see an
| | 01:59 | alphabetical listing of even more
commands available to you.
| | 02:02 | In fact, every command available to us.
| | 02:04 | So we could scroll all the way down
into the Ps, and see all of our different
| | 02:08 | print options, and there's the Print icon there.
| | 02:11 | Let's select it and add it.
| | 02:13 | That means we can go to the Print Page
Option that we've added earlier from the
| | 02:17 | dropdown and remove it.
| | 02:20 | And if we want to change the order,
maybe Open should come before Save,
| | 02:24 | we select Open, and then use these little
navigation arrows to bump them up or down the list.
| | 02:30 | I think Print should come after Save as well.
There we go.
| | 02:34 | And when we click OK, we'll see those
changes up here on our Quick Access toolbar.
| | 02:40 | So you can have full control over
what appears on your Quick Access toolbar.
| | 02:44 | There are certain commands you use over
and over, why not go there to add them?
| | 02:48 | Also with you ribbon, it can be customized as well
and you'll see the default set of tabs.
| | 02:53 | Sometimes extra tabs show up,
based on what you're working on.
| | 02:57 | They're context-sensitive, but the
first thing we're going to look at is the
| | 03:02 | ribbon itself, which appears by default
with all of the tabs appearing and all
| | 03:06 | of the sections or categories in the
ribbon and all the commands,
| | 03:10 | and it does take up space at the top.
| | 03:12 | If you prefer to save space for your
diagrams, there is a little button over
| | 03:16 | here on the far right-hand side
that allows you to minimize it.
| | 03:20 | So when you click this, you're
actually minimizing the ribbon.
| | 03:23 | Notice how much more room you have to
work on now, but we do see the tabs for
| | 03:28 | the ribbon across the top, and when we
select them, then the commands rollout.
| | 03:32 | We select our command and when we click the
tab or a command, notice it rolls back up.
| | 03:38 | So it's out of the way and only there
when we need it by clicking one of the tabs.
| | 03:43 | If you want to, go ahead and click one
of the tabs like the Home tab and if you
| | 03:46 | prefer to have all of your commands
visible, you can go back to this bottom
| | 03:50 | right corner now, that little collapsed arrow
has turned into a pushpin that
| | 03:55 | allows us to pin it to our UI.
| | 03:58 | So it stays there and will always
stay there until we decide to change it.
| | 04:02 | And of course, we can
customize the ribbon itself as well.
| | 04:05 | Let's go to the File tab.
| | 04:07 | We'll go down to Options and from here,
there's Quick Access toolbar where we
| | 04:12 | left off last time, but we
can also customize the ribbon.
| | 04:16 | And from here, you'll notice the
various tabs, the main tabs, including some
| | 04:21 | tabs that we don't see until we need them.
| | 04:23 | Those are the context-sensitive
ones, like Stencil and Icon Editor.
| | 04:27 | But we also have all of those commands
that we saw that could be added to the
| | 04:31 | Quick Access toolbar and that can be
added to our own tabs on the ribbon.
| | 04:35 | So for example, if we wanted to
add a new tab, we'll click New Tab.
| | 04:39 | Now all we have to do is give it a name.
You'll notice it's New Tab right here (Custom).
| | 04:44 | If we wanted to, all we have to do
is right-click it and choose Rename.
| | 04:50 | So instead of New Tab, I'm
going to call it Daves and click OK.
| | 04:55 | There's also one New Group created by default
and we can start adding things to that group.
| | 05:00 | So for example, if Delete is one that
we want, we select it over here in the
| | 05:03 | left and add it to the Group.
| | 05:06 | Maybe you also want to add New and Save.
| | 05:11 | So you have all of those
commands you use in one group.
| | 05:13 | This tab can be moved.
| | 05:15 | Let's select the tab we just
created and move it to the end.
| | 05:19 | We'll move it after the View tab.
| | 05:22 | And when we click OK, our
ribbon has now been customized.
| | 05:27 | There's our new tab with our New Group.
| | 05:29 | We could Rename that group.
| | 05:31 | We could Add Additional Groups and
Additional Commands, you have full control.
| | 05:35 | If we right-click the tab, notice that is a
shortcut to get us to Customize the Ribbon.
| | 05:39 | We'll go back to it and I want to
show you one thing down here for
| | 05:42 | customizations, the Reset button.
| | 05:45 | This is actually going to reset not
just any changes you've made to your ribbon
| | 05:49 | and set it back to the default,
but the Quick Access toolbar as well.
| | 05:52 | So we click it and choose Reset all customizations.
| | 05:57 | We have to confirm we meant
to do that by clicking Yes.
| | 06:00 | We'll click OK and check out the ribbon,
we have lost that New tab and our Quick
| | 06:05 | Access toolbar is back where we started.
| | 06:08 | So you have full control over your ribbon.
| | 06:10 | How it appears, also what appears on it,
as well as the Quick Access toolbar.
| | 06:14 | Remember, there are certain commands
that you use over and over, you can add
| | 06:17 | them to your own tab on the ribbon
or even better the Quick Access toolbar,
| | 06:22 | where you'll always be able to
access them quickly when you need it.
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| Setting up global preferences| 00:00 | Aside from customizing the Quick Access
toolbar and the Ribbon, like we did
| | 00:04 | in the previous movie, there are a number of
other global settings that can be adjusted as well.
| | 00:09 | We are going to look at a couple
of popular ones right now.
| | 00:12 | To access all of your settings simply go to
the File tab and then down below, click Options.
| | 00:18 | Now from here, you'll see the options
that we've been working with already in
| | 00:22 | previous movies, like customizing the
Quick Access toolbar and the Ribbon.
| | 00:26 | But there are a number of other
settings we can adjust as well.
| | 00:29 | So let's go to General and from here,
you'll see anything that's turned on with
| | 00:33 | a check mark inside the checkbox.
| | 00:36 | For example, a Mini toolbar pops up
when you select Content in a diagram,
| | 00:41 | let's say it's a set of text.
| | 00:44 | Text Formatting pops up in this Mini toolbar.
It's great, except it does take up
| | 00:48 | some of your valuable resources.
| | 00:50 | If you're running short on computer memory
for example, and things are slowing down,
| | 00:54 | you can turn items like Show Mini
toolbar or the Live Preview that shows
| | 00:59 | you what things are going to look
like before you make the selection.
| | 01:03 | Those will conserve valuable resources by
turning them off, same thing for Shapes.
| | 01:08 | I am going to leave all of mine on.
| | 01:10 | I am not too worried about my
computer memory at this point.
| | 01:13 | Also down below, you should know when
you save your diagrams, there are certain
| | 01:17 | data being saved with the diagram;
File Properties including your User name.
| | 01:22 | You will show up as the author of the
diagram and this is the name that will be used.
| | 01:27 | If you don't like adding that information,
you can remove it, change it.
| | 01:31 | It's totally up to you, what
appears in any of these fields.
| | 01:34 | Also, you'll notice down at the bottom,
Show the Start screen when this application starts.
| | 01:38 | That's why when we launch Visio 2013,
the first thing we see is that Start screen
| | 01:42 | with a number of suggested templates and options
to start new diagrams or open existing ones.
| | 01:49 | If you don't like that Start screen,
you want to go directly into Visio,
| | 01:53 | you can deselect this checkbox.
| | 01:54 | Also some settings under
Proofing are often manipulated.
| | 01:58 | For example, when we go to AutoCorrect
options, if you have ever been typing away,
| | 02:02 | you add an abbreviation with a period
and then the next word is capitalized,
| | 02:06 | well it's automatically capitalized,
because of AutoCorrect options here in Visio.
| | 02:12 | Click that button to see some of
those options like, correcting two initial
| | 02:16 | capitals when you hold the Shift
key too long. I like that one.
| | 02:18 | There is Capitalize the first letter
of sentences and all that happens is
| | 02:22 | Microsoft recognizes the period
and capitalizes the next word.
| | 02:26 | If you are using a lot of abbreviations,
you might want to deselect that
| | 02:30 | checkbox, I like turning that one off.
| | 02:32 | The rest can stay on, and you'll
notice down below, we have a number of
| | 02:36 | replacements as well, some of them shortcuts;
like getting the copyright symbol
| | 02:40 | ((c)) by typing in a C and two round
brackets. As we scroll down, you'll
| | 02:44 | also see a number of typos.
| | 02:46 | For example, in the Replace field, type
in teh and you will notice it's already
| | 02:50 | on the list. It'll be replaced with the
word the, a common typo that's made when
| | 02:55 | you're trying to type a little too fast perhaps.
| | 02:58 | Well, you can add your own in here as well.
So if there are certain mistakes or
| | 03:02 | typos you make on a regular basis,
simply go into the Replace field, type in the
| | 03:06 | common typo and then in the Replace
With field, add the correct spelling of the
| | 03:12 | word that should appear.
| | 03:13 | We are going to click OK to save any changes.
Let's go on to the Save category.
| | 03:20 | Now from here you'll notice files will
be saved in the Visio document format.
| | 03:26 | But let's say you're the only one
using Visio 2013 and you are going to be
| | 03:30 | sharing with people who haven't upgraded yet.
You might want to make the default
| | 03:33 | format, an older version, like Visio
2003 to 2010; or if you are going to be
| | 03:39 | using a lot of macros in your documents,
you can choose Macro Enabled as well.
| | 03:44 | But by default, Visio Document is
the format that you will be saving to.
| | 03:49 | And you can also choose a default
save location, Save to the Computer by
| | 03:53 | default, and down below you'll
notice a field for Default personal
| | 03:57 | templates, where you can choose a
location for your own templates that you
| | 04:00 | create, as opposed to using the default
location, called My Templates; keep that deselected.
| | 04:07 | Also, we can go into the Advanced
Section here where you'll find different
| | 04:12 | categories for editing; and as you
scroll down the list, Display options.
| | 04:17 | So if certain things that are appearing like
ScreenTips and so on, and you don't want
| | 04:22 | them, they can be turned off
from here in the Display section.
| | 04:25 | There's also a Save/Open category.
You'll see the current settings, Show file
| | 04:31 | save warnings if you want, and file
open warnings; those are not turned on by
| | 04:35 | default, but if you're going to be closing
up something and you wanted to save
| | 04:40 | for example, you might want to
have those warnings displayed.
| | 04:42 | A little further down, a couple of
other categories, including a General
| | 04:46 | Category and in the General Category,
there's a File Locations button where you
| | 04:51 | can have full control over the various
types of files and where they're stored,
| | 04:55 | including your templates and
your files that you create.
| | 04:59 | Let's just click OK to save any changes.
That's a quick look at the global options
| | 05:03 | you have access to, here in Visio 2013.
| | 05:07 | Remember, it's totally customizable.
Visio 2013 can work exactly the way you want it to work.
| | Collapse this transcript |
|
|
2. Charts and DiagramsCreating diagrams from templates| 00:00 | Creating a new blank diagram from
scratch does give you full flexibility in
| | 00:05 | creating any type of diagram you like.
| | 00:07 | But as we saw when we created our new
blank diagram, the stencils and shapes
| | 00:12 | that appear on the left-hand side,
well there really aren't any. You need to
| | 00:16 | find your shapes and start building
your diagram and it's a totally custom diagram,
| | 00:21 | because you're starting from scratch.
| | 00:23 | If you need to get a specific type of
diagram created quickly with professional
| | 00:28 | looking results, there are a
number of templates to choose from.
| | 00:32 | So what we're going to do next is
create a new diagram based on a template.
| | 00:36 | So to do that, we go to
the File tab and select New.
| | 00:42 | Again we're going to see our FEATURED
templates and as you scroll down the list,
| | 00:45 | you can see some Basic Diagrams,
Basic Flowchart, Basic Network or
| | 00:51 | Detailed versions as well for some of
these. All you're looking at here are
| | 00:55 | the FEATURED templates.
| | 00:57 | By no means are you seeing all of the
templates. There are some improvements
| | 01:01 | here in Visio 2013 like BPMN and as we
scroll a little further up, you'll see
| | 01:06 | some new ones as well; UML Class
for example, Microsoft SharePoint.
| | 01:12 | The order of these templates will be
different for you than they are for me.
| | 01:16 | It's all depending on what
you've been doing with Visio.
| | 01:19 | Blank Drawing of course is a template itself,
but again you'll be starting from
| | 01:24 | scratch and you'll be on your own.
| | 01:26 | Let's say we want to create a Basic Flowchart.
| | 01:28 | Well, we can go down to Basic Flowchart
if it appears in our FEATURED templates
| | 01:32 | or we could go to the Flowchart category
here and choose from many different options
| | 01:36 | for different types of flowcharting diagrams.
| | 01:40 | So we have Audits, Work Flows, Microsoft
SharePoint and SDL, there are some new stuff.
| | 01:46 | Let's just go to a Basic Flowchart.
| | 01:49 | Now when we Basic Flowchart by clicking,
we're then prompted to choose the units
| | 01:54 | of measure, US Units being
the default, let's click Create.
| | 01:58 | And in this case again we're going to have
a blank canvas ready to start creating,
| | 02:02 | but take a look over on the left-hand side here.
| | 02:05 | We have a number of Basic Flowchart Shapes
showing up; we have something called
| | 02:09 | Quick Shapes, we can select that to get going quickly.
| | 02:13 | These are some of the more popular
shapes used in a flowchart diagram.
| | 02:16 | We can get More Shapes if we wanted to,
we'll talk about that later and in
| | 02:20 | this case we can even get Cross-Functional
Flowchart Shapes to create that type of diagram.
| | 02:25 | Let's just go to our Quick Shapes here and
start the process with a Start/End symbol.
| | 02:31 | We'll click and drag it onto our page.
| | 02:34 | Now watch what happens when you get around
the middle, vertically you see those guidelines.
| | 02:38 | Go to the middle, horizontally and
you'll see a guideline there as well.
| | 02:42 | So let's keep it in the middle horizontally.
Over on the left-hand side on
| | 02:45 | your ruler, you'll see a series of dotted
rows representing the top middle and bottom.
| | 02:51 | Let's have the middle right on the 7 inch
mark and release, there we go.
| | 02:54 | So we have our first shape.
| | 02:56 | Of course, there is a lot we can do with our
shapes, we can size them, move them around.
| | 03:01 | Let's just zoom in a little bit here
using our Zoom slider down at the bottom.
| | 03:05 | We'll zoom in to about,
let's try to get close to 100%.
| | 03:08 | So you may have to scroll around.
| | 03:11 | Now we can see our shape.
| | 03:12 | Because it's selected and you see
those handles around the outside for
| | 03:16 | sizing and moving, you'll also see arrows
outside of them, and here is where
| | 03:21 | it gets interesting.
| | 03:22 | If we want to add a shape down below
our start shape, all we have to do is go
| | 03:27 | down to that arrow down below and
you'll see some quick shapes to choose from.
| | 03:30 | For example, process, or if we
wanted a decision, we could also go to our
| | 03:35 | sub-process and there's another start/end symbol.
| | 03:38 | Well, let's go to decision right here and give it a click.
| | 03:42 | There you go, it's added right below,
it's connected automatically and those
| | 03:46 | connections are smart in that if we were
to move this down, let's just click and
| | 03:50 | drag down with the four-sided arrow,
you'll notice the connection just stretches
| | 03:55 | out, it remains connected.
| | 03:56 | Now we can go off to the right and
over here, we could add a process.
| | 04:01 | So let's go over to our rectangle,
give it a click and there is our process.
| | 04:06 | Now if we wanted to, we could drag that
out, notice the connection stays connected.
| | 04:11 | All right! Let's go down below our decision.
| | 04:13 | Go down to that arrow and let's add
another process; there we go and you can see
| | 04:19 | we're well on our way now to creating our flowchart.
| | 04:22 | And of course we can click inside these
shapes and start typing if we wanted to.
| | 04:26 | Let's just type in the word START in
uppercase and then click off to an empty
| | 04:31 | space and you can see you've
added text to your flowchart.
| | 04:34 | So that's a basic flowchart and you
can see how easy it is to get going,
| | 04:38 | thanks to the template we chose and the
shapes that appear over here on the left-hand side.
| | 04:43 | But different templates have
different methods for getting you started.
| | 04:46 | Let's go up to the File tab now,
click there and click New and we'll
| | 04:50 | start another new one.
| | 04:51 | This time I want you to find Organization Chart.
| | 04:54 | You should be able to find it under
FEATURED, but you could also go to for
| | 04:59 | example Business and find it there.
| | 05:01 | Let's click Organization Chart, US
Units, we'll click Create and this is a
| | 05:07 | little bit different.
| | 05:08 | This one is wizard driven.
| | 05:11 | So you can see the Organization
Chart Wizard starts up and we have the
| | 05:14 | ability now to use information that's
already stored in a file like an Excel
| | 05:18 | file or a database, or it could just
take information that we enter using the
| | 05:24 | Wizard, let's use that.
| | 05:26 | Later on we'll talk about
connecting to external data sources.
| | 05:30 | We'll click Next to go onto the next step.
| | 05:32 | All right, choose the type of file
you want to enter your data into.
| | 05:36 | So we're going to be adding the names
and the positions of people that will
| | 05:40 | appear in our Organization Chart. We
want to enter that into an Excel file or a
| | 05:45 | text file using Delimited text.
| | 05:47 | A delimiter would be a separator like
a comma or a space, let's use Excel.
| | 05:52 | Also we get to name our file.
| | 05:55 | Let's say we want to put it on the
Desktop; we can click the Browse button,
| | 05:59 | browse to the Desktop and down below
for the File name, let's say we work for a
| | 06:06 | company, we're going to use
the company name and ORG CHART.
| | 06:10 | We'll type in something like
NoObstaclesOrgChart, just like that.
| | 06:18 | When we click Save, notice that the
Save as type is an Excel Workbook.
| | 06:24 | So the data is actually going to go into
an Excel file named NoObstaclesOrgChart
| | 06:29 | that will appear on our Desktop, let's click Next.
| | 06:33 | Now the Next button is going to take us
to the next step in the Wizard and it's
| | 06:37 | just really information telling us to
type over the sample text that's going to
| | 06:40 | appear in our Excel file and then we
can save the file and choose File>Exit to
| | 06:46 | continue with this wizard or just simply close up Excel.
| | 06:49 | So we click OK knowing that
that's exactly what we need to do.
| | 06:53 | Excel opens up and you'll see some sample data,
again we can type over that and
| | 06:57 | we can add some data as well.
| | 07:00 | So let's just leave the data in there.
Joe Sampleboss is the CEO, doesn't report
| | 07:04 | to anybody, Department, Executive
and there is the Telephone extension.
| | 07:09 | We'll leave Jane and John in
there and let's add another one here.
| | 07:12 | I am going to add Dave
Samplepos also reporting to Joe.
| | 07:21 | As I start to type Joe, rest of the
name appears, so I can hit my Tab key.
| | 07:26 | This is also a Software Developer,
I can start to type that and hit Tab,
| | 07:30 | in Product Development and we'll make
up an extension of 6668 and Enter.
| | 07:37 | So you could continue on now adding data
to your Excel spreadsheet when you're done.
| | 07:42 | Click the Save button to save that
data and then close Microsoft Excel.
| | 07:48 | You can see now we're taken back to
the Wizard and onto the next step.
| | 07:52 | Do we want to include pictures in our ORG CHART?
| | 07:54 | If we do, we can locate the folder that
contains our pictures or if you don't,
| | 07:59 | then you can add them later and we'll
be talking about how to do that a little
| | 08:04 | later on in this title.
| | 08:04 | We'll just leave it at Don't include
pictures in my ORG CHART, we'll click Next.
| | 08:09 | Onto the next step in the Wizard and in
this case, you can see your organization
| | 08:13 | data may contain too many employees
to fit on one page. So what happens?
| | 08:17 | Is it going to go across multiple pages?
Do you want to specify how much of your
| | 08:21 | organization to display on each page or
let the wizard automatically break your
| | 08:26 | Organization Chart across multiple pages?
| | 08:29 | That is the default.
| | 08:30 | Hyperlinks will be created between the
employees from one page to the next and
| | 08:35 | synchronized as well.
| | 08:36 | So we'll click Finish and we'll see the
end result of our ORG CHART. Check it out.
| | 08:42 | Now you may need to zoom in
to be able to read the data.
| | 08:45 | Let's use our Zoom slider, we'll
zoom in let's say to around 150%.
| | 08:50 | We'll just scroll through.
| | 08:52 | And as you can see we have all of our
data and they are based on the data that
| | 08:57 | appeared inside of our Excel spreadsheet.
| | 09:00 | Now that doesn't mean we're stuck with it.
| | 09:02 | Of course, at any time we can go back to
that information or we can start adding
| | 09:06 | to our ORG CHART here.
| | 09:08 | I am going to use the slider to zoom
back out to around 80%, and if we wanted
| | 09:12 | to, we can start adding things.
| | 09:14 | Notice the shapes that appear over
here in the left are very different from
| | 09:17 | our flowchart diagram.
| | 09:19 | Now we're looking at different belts,
like Executive's, Manager's Position's and
| | 09:23 | Assistant's, Consultant's,
maybe there is a Vacancy as well.
| | 09:26 | We can add a vacancy by clicking and
dragging this across, and as we line things
| | 09:31 | up look what happens.
| | 09:33 | It shows you how you're lined up with
the shape above, the shape beside, the
| | 09:37 | spacing, do you want the
spacing to be the same, very cool.
| | 09:42 | Now of course these aren't connected, so
we would need to connect it to somebody.
| | 09:45 | May be the Vacancy also reports to this
guy above, but connectors can be added
| | 09:51 | as Direct Additions, Dotted-line reports;
| | 09:54 | let's use the Dotted-line.
| | 09:56 | we'll click and drag it.
| | 09:57 | Now you're dragging it and you can
kind of see it in the background.
| | 10:01 | All we need to do is highlight the box.
In this case we'll go up to Dave,
| | 10:05 | when it's highlighted in green, release.
| | 10:07 | Now we'll take the endpoint and we'll just
make sure that our Vacant position is highlighted.
| | 10:13 | We'll go right to the connector here and
glue it to the connection point and release.
| | 10:18 | We'll click in a blank space to
see the end result, so far, so good.
| | 10:22 | Now we do have placeholders for
those photos, they can be added.
| | 10:25 | That's something we're going to
talk about in the next lesson.
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| Importing images into an org chart| 00:00 | One of the cool features of Visio 2013
when working with Org Chart is the
| | 00:04 | ability to import pictures. You can
import them to individual squares or to an
| | 00:10 | entire chart if you want, we're
going to look at both methods.
| | 00:14 | We're going to do so using this particular
diagram called NoObstaclesOrgChart;
| | 00:16 | you can find it in the Chapter
2 folder of your exercise files.
| | 00:21 | Once you've opened it up, go to the
Org Chart tab that appears, because
| | 00:24 | we're working on an organization chart
and give it a click. You'll notice a
| | 00:29 | picture section over here.
| | 00:31 | Notice there is also an Insert
button and an Insert drop down.
| | 00:34 | Currently the button isn't selectable,
click the drop down to see that picture
| | 00:38 | is not selectable, only multiple pictures
is selectable, because we haven't
| | 00:43 | narrowed it down to a specific box.
| | 00:46 | So let's do that, let's go to our
CEO here, we will click and then click
| | 00:50 | again to select the box.
| | 00:51 | Notice the name, and if you need to
zoom in, probably we should do that, so you
| | 00:56 | can see what we're doing a little better.
| | 00:58 | The name is Joe Sampleboss.
| | 01:00 | Take a quick look at some of the
other names, Dave Sampleposition,
| | 01:04 | Jack Samplemanager and there's John
Sampleposition as well, just keep those names
| | 01:09 | in the back of your head when you go to
Insert, click the drop down and choose Picture.
| | 01:14 | Now the only box selected is our CEO box,
Joe Sampleboss, so when we click
| | 01:19 | picture, we can now navigate to pictures
and I do have some for you in the
| | 01:22 | Chapter 2 folder the exercise files.
| | 01:24 | Notice the names of these files;
| | 01:26 | they are identical to the names that we
see in the actual squares, minus the space.
| | 01:32 | So for example, we want Joe Sampleboss
for this particular square, so we select
| | 01:37 | that name and click Open.
| | 01:39 | Now we could select anyone at this point,
because we're doing it individually.
| | 01:43 | When we click Open, notice the picture
now appears in the placeholder perfectly
| | 01:47 | placed inside the box for this style.
| | 01:50 | All right, let's click Undo,
because there is a better way.
| | 01:53 | When we click Undo we're back where
we started with nothing selected and if
| | 01:57 | anything is selected, just click off
into an empty space to deselect.
| | 02:02 | Go to the Insert drop down and this
time choose Multiple Pictures.
| | 02:06 | Now at this point all we have to do is
select the folder where the pictures are,
| | 02:10 | click Chapter 2 under exercise files and click Open.
| | 02:15 | So long as the names of the JPEG files
are the same as the names that appear in
| | 02:20 | our Org Chart, you can see everything
works smoothly, each of the pictures is
| | 02:25 | inserted into the appropriate box, just like that.
| | 02:29 | How nice is that, a couple of different ways
to add pictures to Org Charts here, in Visio 2013.
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| Formatting a diagram| 00:00 | When you create diagrams using templates here
in Visio 2013, you're not stuck with the end result.
| | 00:07 | Of course, you can customize what
you've created after the fact. We're going
| | 00:11 | to look at things like the layout and
formatting for our diagram, and the one
| | 00:16 | we're going to work with is the Org
Chart we started a couple lessons ago.
| | 00:20 | If you need to get caught up, you can
open up NoObstaclesOrgChartPics from the
| | 00:24 | Chapter 2 folder of your exercise files.
| | 00:26 | You can see we have the beginnings here
of our organization chart for no obstacles.
| | 00:32 | Now this is just using the default
Shapes, the Color Scheme and Layout.
| | 00:37 | With the Org Chart tab selected, you'll
notice the first section is the Layout section.
| | 00:41 | If you click the Layout drop down,
we have some different layouts to
| | 00:45 | choose from if you don't like the
default layout that was presented to you once
| | 00:49 | you selected the template.
| | 00:51 | So for example, if you wanted to go to
a Horizontal option that goes off to the left,
| | 00:56 | the right and you can see the different
options down the center. I'm going
| | 01:00 | to go to this one, the last one in Horizontal,
and see that it changes slightly.
| | 01:05 | Let's go back to the Layout drop down
now and try something on the Vertical row.
| | 01:09 | Let's say this one here in the middle.
| | 01:11 | You can see how that changes
the look of our Org Chart.
| | 01:16 | Let's go back to the Layout and try a
side-by-side option, the first one for
| | 01:20 | example, and again, that changes things.
| | 01:23 | Now we don't have a lot of squares or
boxes showing up in our Org Chart.
| | 01:28 | Let's just go down to the Status Bar at the
bottom, and after the slider, we'll go
| | 01:32 | to the Fit to Current Window options, so we
can see that we're not taking up the entire page.
| | 01:38 | We can also choose a layout that is
the best fit to our page by clicking Best
| | 01:42 | Fit to Page and you can see it's now kind
of moved over and spread out a little bit.
| | 01:47 | We can also increase the spacing in
the Arrange section here, we have a plus
| | 01:51 | sign (+) to build up the spacing or
to cram things closer together, we can
| | 01:55 | use the minus sign (-).
| | 01:56 | So let's use the plus sign (+) and see what happens.
| | 01:59 | You can see how things are getting spaced out,
spaced out with each click of the plus sign (+).
| | 02:03 | If you go too far, click the minus sign
(-) to go in the opposite direction, and
| | 02:09 | now it's starting to fill out our page.
| | 02:11 | Now we can also change the
shapes that are being used.
| | 02:14 | Notice there are a number of shapes
that appear as presets. We can click the
| | 02:17 | drop down to see all of the shapes if
you're not seeing them all on your ribbon.
| | 02:23 | So let's try some of these,
let's go to this third one in
| | 02:26 | with the curved top, and when we click
it, you can see what happens to each of
| | 02:31 | our boxes here. You have a
totally different looking Org Chart now.
| | 02:35 | There are some cool new ones
like this round one, I like that.
| | 02:39 | Again, we have pictures and there are
placeholders in there for each of the
| | 02:42 | pictures, kind of cutting them off,
so let's try another one.
| | 02:45 | I kind of like this one here,
the teardrop on its side.
| | 02:48 | When we choose that, you can see now
we have a totally different look, and in
| | 02:52 | fact, the spacing is too big for a single page.
| | 02:56 | We might want to go back to our
Arrange section here and start hitting that
| | 02:59 | minus sign (-) until things fit on a single page.
| | 03:02 | Of course, we can manipulate boxes
ourselves as well, by clicking and dragging
| | 03:07 | them into a location that better suits our needs.
| | 03:10 | Now everything is fitting on to a single page,
totally different look and feel though.
| | 03:14 | So those are some of things you can do
with a diagram you've already created,
| | 03:19 | based on the template, you have full
customization options after the fact.
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| Creating a connected diagram| 00:00 | Sometimes diagrams that are created
here in Visio 2013 will contain shapes
| | 00:04 | that need to be connected to one another,
so we'll be drawing something called
| | 00:08 | a connected diagram.
| | 00:10 | That's what we're going to do right now.
If you think about a flow chart for
| | 00:14 | example, where shapes are connected,
or think about a network diagram, like
| | 00:17 | we're looking at here from your
exercise files, NetworkFinal, where we have a
| | 00:21 | number of shapes and connectors connecting them.
| | 00:24 | What happens when we move those shapes
or try to rearrange the connectors, do
| | 00:29 | they stay connected?
| | 00:30 | That's the type of thing we're going to talk about
now as we recreate this network diagram.
| | 00:36 | We'll do that by going to File, and
then going to New, and we'll look for a
| | 00:42 | Detailed Network Diagram template.
| | 00:44 | The Basic Network Diagram template,
if you look down through the list here,
| | 00:49 | does contain a number of stencils or groups of
shapes that will help us create a basic diagram.
| | 00:54 | We get more shapes if we go to
the Detailed Network Diagram.
| | 00:58 | So let's select it, leave US Units has the
default unit of measure and click Create.
| | 01:03 | So we get a blank canvas, but look
what happens over here, we've stencils
| | 01:08 | for Computer and Monitors, Detailed
Network Diagram, Network and Peripherals
| | 01:12 | and Network Locations.
| | 01:14 | Network and Peripherals should be selected.
It's a good starting point to get
| | 01:18 | the shapes onto your page and then
we'll worry about connecting them later.
| | 01:22 | So for example, if we wanted a server,
we click, drag it onto the page, maybe
| | 01:27 | near the bottom left corner and with it
selected we can type in DNS for example.
| | 01:32 | Now when you type in DNS, notice you
zoom-in temporarily, so you can see
| | 01:36 | what you're typing, then when you click
outside the shape to deselect it, you zoom back out.
| | 01:41 | Maybe a couple of Routers; we'll drag
a Router onto the page when we see the
| | 01:45 | guidelines, show us that we are actually
in line with our DNS Server, we can let go.
| | 01:50 | And again, we could type, maybe
something like WAN/LAN, Wide-Area Local
| | 01:57 | Area Network Interface.
| | 02:01 | Again, we will click inside the shape to deselect.
| | 02:04 | And if we wanted to, grab another one,
make sure it's lined up as well, and type
| | 02:09 | in something like Internet Gateway.
Beautiful!
| | 02:16 | So we're starting to get our shapes, then we
would look for a Wireless Access Point, grab it.
| | 02:23 | Then we might need some Laptop
computers or maybe even Tablets.
| | 02:27 | In that case would change Stencils here
and go to Computers and Monitors.
| | 02:32 | Sure enough there's a Laptop, drag it
out onto the page, type in Laptop.
| | 02:38 | I like to type in the label first, because
now we need a couple more of these,
| | 02:43 | we wouldn't drag them out and relabel
them, just make sure it's still selected,
| | 02:47 | use Ctrl+D as in duplicate on your
keyboard, tapping that a couple of times
| | 02:52 | gives you a couple of duplicates.
| | 02:54 | Now you can line them up, move them
around on your page until they're about
| | 03:00 | where you want them to be, and now
it's a matter of connecting things.
| | 03:06 | All right, so to connect, you can
see we have here with our Computers and
| | 03:09 | Monitors a Dynamic Connector. We also
have the Connector tool showing up with
| | 03:13 | the Home tab of the ribbon selected
in the tools category, let's go there.
| | 03:18 | We'll give it a click, and now all I've
to do is drag from one shape to another.
| | 03:22 | But it's important to know where in
the shape you're dragging from,
| | 03:26 | and where you're dragging to.
| | 03:27 | Notice as we move this into our DNS server,
the entire shape is surrounded by
| | 03:33 | that green highlighted box.
| | 03:35 | If we move right into the middle of
our server, there's a connection point,
| | 03:40 | a tiny box in the middle.
| | 03:41 | Sometimes you'll see them on
the edges not in this case.
| | 03:45 | And it makes a difference if you connect
from a Connection point or the entire shape.
| | 03:50 | Let's try the entire shape, so just
move your mouse pointer until you see a
| | 03:54 | green box around the entire shape,
click and drag to the WAN/LAN Interface,
| | 03:58 | and when you see that green box, it should
show you a little tool tip and you're
| | 04:02 | about to Glue To the Shape, and let go.
| | 04:05 | So you've glued the connection points;
that means we could move our shape.
| | 04:09 | Let's go back to out Pointer
tool and let's move our shape.
| | 04:13 | You see how the connection point stretches;.
| | 04:16 | If we move it off here to the right,
you can see stays connected.
| | 04:20 | Now if we wanted to move our connector,
we could select it, and you can see that
| | 04:27 | little handle in the middle, let's say
wanted to drag that off to the left,
| | 04:31 | so it went around our label,
making it easier to read.
| | 04:33 | Notice we actually lose our connection,
because were not glued to a connection point.
| | 04:38 | So let's hit Delete on the keyboard to
delete it, go back to our Connector tool
| | 04:42 | and this time we'll go right in the center of DNS,
the Connection point highlighted,
| | 04:47 | the tiny little box, and drag to the
center of our WAN/LAN Interface
| | 04:53 | and this time it'll say Glue to Connection Point.
| | 04:55 | And when you release, it looks very similar,
but when we make a change, let's go
| | 05:00 | to our Pointer tool here, and do the same thing.
| | 05:03 | We will go right to that little handle in the
middle, when we see the double arrow,
| | 05:07 | we can click and drag to the left
and everything stays connected.
| | 05:12 | It just redraws with right angles,
right around the outside.
| | 05:15 | I don't think it's necessary let's
click Undo, and then we could continue
| | 05:21 | connecting the remainder of
our shapes in the same way.
| | 05:24 | So I'm going to zoom in a little bit,
because it can get tricky when you
| | 05:28 | have one connection point already
created and you're trying to create
| | 05:32 | another connection point.
| | 05:34 | Let's go back to our Connector tool, we'll
go inside the WAN/LAN Interface this time.
| | 05:39 | Notice you can go right on the actual
connection and you'll see a four sided arrow,
| | 05:43 | which allows you to move the endpoint;
we don't want to do that.
| | 05:47 | We want to move just to the edge and
you'll see your mouse pointer change to that
| | 05:51 | connector symbol, and you'll
see a square around that endpoint.
| | 05:55 | Now you can click and drag up to another shape.
| | 05:58 | Again, we will go to the
Connection Point and release.
| | 06:01 | Let's try it again, going from our Connection Point.
We don't want to move the endpoint,
| | 06:06 | so we don't want the four sided arrow,
we just want our little + sign
| | 06:10 | and Connector tool, click and drag to
the right, again. We could connect to the
| | 06:15 | shape or go right inside and Glue To
the Connection Point, which I like.
| | 06:20 | Now watch what happens when we do the
same thing here to connect our Laptops.
| | 06:23 | Again, we want to see the Connector tool,
click, drag up to the Laptop, and you
| | 06:29 | can see the right angles being drawn here.
| | 06:31 | And if want to go to the shape itself,
we can, or we could go right inside to
| | 06:35 | the Connection Point.
| | 06:36 | Let's try it again, this time we're
going to go to the right, to that Laptop,
| | 06:42 | right into the Connection Point,
notice the right angle is being drawn.
| | 06:46 | And one more, and again, we want to go the
Connection Point in the center, and release, okay.
| | 06:52 | I would rather see straight lines, just kind of
radiating out from my Wireless Access Point.
| | 06:59 | So we can change connectors as well.
| | 07:01 | Let's go the Pointer tool and we will
go to this first connector. When you see
| | 07:06 | the four sided arrow, right-click, and
you'll see some options here.
| | 07:09 | Right-Angle Connector is the default.
| | 07:11 | But we also have Straight and
Curved Connectors if we wanted to.
| | 07:15 | Let's go with the Straight Connector.
We could see that looks nicer, we'll do
| | 07:18 | the same for each one of these by
right-clicking Straight Connector,
| | 07:24 | and right-click on the last connector
and choose Straight for that as well.
| | 07:29 | Now I might want to move this Laptop down,
maybe so it's lined up a little bit better,
| | 07:34 | nice straight line, that looks nice and neat.
| | 07:36 | You can see we're well on our way now
to recreating our Network Diagram.
| | 07:41 | What we might want to do though,
start adding shapes, inserting shapes,
| | 07:45 | even changing shapes.
| | 07:46 | These are some of the things
we're going to talk about,
| | 07:48 | as we move through the lessons in this chapter.
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| Searching for shapes| 00:00 | Depending on the type of diagram
you're working on here in Visio, you may see
| | 00:04 | a number of different stencils and you may
require a shape that you simply can't find.
| | 00:09 | Well, there is a way to find shapes and the Search
functionality built into Visio 2013, is better than ever.
| | 00:15 | We're going to continue working with our Network
Diagram that we started in the previous lesson.
| | 00:19 | If you need to get caught up, you can go to
the Chapter_02 folder of your
| | 00:22 | exercise files and open up Network0205.
| | 00:27 | Now from here, let's say we wanted to add
another connection to the cloud or Internet.
| | 00:32 | Well, as we look over here to Computers and
Monitors where we left off, there's nothing there.
| | 00:37 | If we go to Detailed Network Diagram,
anything here representing the cloud or
| | 00:41 | Internet, not really,
Network and Peripherals and so on.
| | 00:45 | So we're not finding the
cloud that we're looking for.
| | 00:48 | So let's instead of looking at
the Stencils, go to Search up here.
| | 00:51 | This gives us a Search field where we can
click inside and type what it is we're looking for.
| | 00:57 | We could type Internet.
We could type cloud or maybe both.
| | 01:00 | Let's try cloud, leave a space
and then Internet and press Enter.
| | 01:06 | As you can see under Network Locations
that's the stencil we needed to go to,
| | 01:10 | there is a Cloud diagram.
| | 01:12 | There is a Conceptual web Site Shape
named Cloud and there is even a 3D version.
| | 01:17 | I think this is the one we're looking for.
| | 01:19 | So what we do is grab it from here, drag it onto
our page in the correct location and release.
| | 01:26 | And now if we wanted to, we simply type in
whatever we want to type, Internet, Cloud.
| | 01:31 | I'm going to type in Internet and
because the shape is selected, it's
| | 01:35 | automatically labeled there
across the bottom, zoomed in.
| | 01:38 | I'll deselect by clicking outside
the shape, and I'm zoomed back out.
| | 01:41 | Now all I need to do is connect it
by going to the Connector tool here in
| | 01:45 | the tools category of the Home tab on
the ribbon, and I'm going to connect
| | 01:50 | for my Internet Gateway.
| | 01:51 | I'm going to go right into the center
here from the connection point to the
| | 01:55 | center of my Cloud, to that connection point.
| | 01:58 | So if I decide to make adjustments to
my connection, it will always stay Glued
| | 02:03 | To the Shape, beautiful!
| | 02:05 | So that's how we search for shapes,
and again, we can start over by going over
| | 02:09 | here to the left-hand side.
| | 02:11 | Just click once inside, everything's highlighted.
| | 02:13 | Maybe you're creating a house plan,
and you're looking for some type of tool
| | 02:17 | that would allow you to create furniture.
You could type in furniture, press
| | 02:21 | Enter and see if any shapes come up.
| | 02:24 | And sure enough, you can see there is a
whole Furniture category, Office Furniture,
| | 02:28 | and more results under each.
| | 02:30 | So remember, you have this Search
functionality right here at your fingertips
| | 02:34 | and with the dropdown you'll remember
previous searches that you can go back to
| | 02:38 | as well, if you needed to.
| | 02:40 | Just select it, press Enter and you're
back to a previous search, and at any time,
| | 02:44 | you can switch back to Stencils and
grab the Shapes that go with type of
| | 02:48 | drawing or diagram you're working on.
| | 02:50 | That's the Search functionality,
improved here in Visio 2013.
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| Changing one shape for another| 00:00 | Undoubtedly at some point while
creating diagrams here in Visio 2013,
| | 00:05 | you'll need to change one shape in
a diagram to something else.
| | 00:08 | Maybe the original shape was incorrect
to begin with or maybe you're updating a
| | 00:12 | diagram with some new shapes.
| | 00:14 | In either case, it's gotten a whole
lot easier here in Visio 2013 to replace
| | 00:19 | shapes with other shapes and that's
what we're going to do with our Network
| | 00:23 | Diagram that we started a couple lessons ago.
| | 00:25 | If you've jumped to this lesson and
need to get caught up, just go to the
| | 00:27 | Chapter_02 folder of your exercise files and
open up Network0206 and you'll see what I see.
| | 00:34 | Let's say we want to change one of our
Laptops here to a Tablet Device,
| | 00:38 | which are getting very popular.
| | 00:40 | Well, all we need to do is select the shape.
We'll go to the middle one and click it once.
| | 00:45 | Now in the old days, we would have to
delete this, go find a new shape, drag it
| | 00:50 | onto the canvas, reconnect it;
a whole lot of steps involved.
| | 00:53 | Now all we have to do is make sure
the Home tab is selected on the ribbon,
| | 00:57 | go over to the editing section at the very
far right and click the Change Shape dropdown.
| | 01:01 | Now from here, we're going to see related shapes
based on the type of diagram we created,
| | 01:06 | which is a Network Diagram.
So we see Network and Peripherals.
| | 01:10 | As we hover over these shapes, we see a
live preview down in our drawing,
| | 01:13 | what it is going to look like
if we make that selection.
| | 01:16 | I don't see a tablet device here,
but it could be in a different Stencil.
| | 01:20 | Let's click Network and Peripherals, it's a
dropdown and go to Computers and Monitors.
| | 01:25 | So we have the same Stencils to choose from
and sure enough there it is our Tablet device.
| | 01:30 | We'll give it a click and it's replaced just like that.
| | 01:34 | Now you'll also notice that it's
still labeled Laptop, but not to worry,
| | 01:38 | because our shape is selected, we can
just simply start typing and a Laptop will
| | 01:42 | be replaced with whatever we type.
| | 01:44 | So let's type Tablet Device. There we go.
| | 01:49 | You can click outside the shape to deselect.
| | 01:51 | We zoom back out and that looks great,
very fast and very easy.
| | 01:56 | Let's try one more time using a different method.
| | 01:59 | Let's go down to the Laptop at the bottom
of our diagram and right-click at this time.
| | 02:04 | Notice from the Quick menu, we also have
the Change Shape option. We'll click it.
| | 02:10 | Look for a Smart Phone that would work.
Let's go with the Smart Phone, we give it a click.
| | 02:15 | Again, we'll type Smart Phone without
actually selecting anything and deselect
| | 02:22 | by clicking outside the selected shape, beautiful!
| | 02:26 | That's all there is to replacing shapes
here in Visio 2013.
| | 02:31 | Much faster and much easier than ever.
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| Changing connector appearance| 00:00 | Well, we know now how easy it is to
change shapes in the diagram, but we may
| | 00:05 | also want to make changes to our connectors.
And of course, we can do that as well.
| | 00:09 | That's what we're going to focus in on as we
continue working on our Network Diagram,
| | 00:13 | Again, if you need to get caught up,
if you've jumped to this lesson,
| | 00:16 | open up Network0207 from the
Chapter_02 folder of your exercise files
| | 00:21 | and you'll have what I have.
| | 00:22 | Let's zoom in a little bit into our diagram.
| | 00:25 | I'm going to click the + sign a few times
just to zoom in to see that connectors
| | 00:29 | for example, going from my WAN/LAN
Interface over here to my
| | 00:33 | Wireless Access Point, I see an arrow.
| | 00:36 | I see an arrow here in the middle of
my Laptop, Tablet and Smart Phones.
| | 00:40 | I also see arrows, they are very hard
to see, but they do appear inside the
| | 00:44 | Internet Gateway, inside the Cloud in
the Internet. Sometimes you don't
| | 00:48 | really need arrows to show direction,
but rather just connections.
| | 00:53 | So we can select the Connector just by
clicking it, and you'll notice that we
| | 00:57 | get a number of options up here on the
ribbon, for example, the Shapes Style.
| | 01:01 | If we click this, really just
shows us a number of different colors.
| | 01:05 | So I'm fine with what's there.
| | 01:07 | What I'm not fine with is the arrows, for one,
and maybe the thickness of the lines.
| | 01:13 | So as we move over to our Shape Styles
here, you'll notice we also have Fill,
| | 01:17 | which doesn't really apply to
connector, we do have Line options.
| | 01:21 | If we click that, from here, you'll notice
there is an Arrows section down below.
| | 01:26 | So we can change the look of the arrows.
You'll notice as you hover over these,
| | 01:30 | you do get a live preview of what's going on.
| | 01:33 | It's hard to see with blue on blue, but
really what we want in this case
| | 01:38 | are no arrows at either end.
| | 01:39 | So we'll select that and now we don't
have arrows at the end of our connectors.
| | 01:44 | So we could do the same thing for
the connector going from our WAN/LAN
| | 01:48 | Interface to the Internet Gateway.
| | 01:50 | We could try right-clicking. From here,
you'll notice really all we can do is
| | 01:55 | change whether it's a right
angle straight or curved connector.
| | 01:59 | So we don't have access to all of those other options.
| | 02:02 | So let's go back to the ribbon, click the Line dropdown,
| | 02:06 | go down to Arrows and change it to None.
| | 02:11 | And now, this one going to the Internet;
same thing, we'll select it, we'll go
| | 02:14 | to Line and sure enough we don't need
any arrows. So we'll go to Arrows, choose
| | 02:19 | None, but let's make it a little bit thicker as well.
| | 02:22 | So we'll go back to the Line dropdown
and for Weight, when we move down there,
| | 02:26 | you'll see the different weights.
Right now we're at a half point.
| | 02:28 | But as we hover over these, we will
see a live preview and you can see it
| | 02:32 | getting thicker and thicker and thicker.
| | 02:34 | So let's go for one and a half points
so it shows up a little bit thicker than the rest.
| | 02:40 | We'll go back to the Line dropdown and
change it to dashes, so it's not a solid line.
| | 02:46 | And as we hover over those, again, we get to
see a preview of what it's going to look like.
| | 02:51 | I like this one here, with the dashes that are
very close together, let's give that a click.
| | 02:56 | Now the other thing we might want to
do is have them go behind our shapes.
| | 03:00 | So with our Line or Connectors selected,
we can now go to the Arrange section
| | 03:06 | over here and choose to send it to the back.
We'll click Send to Back.
| | 03:10 | It goes in behind our shapes, and in fact,
we might want to do that with the others as well.
| | 03:15 | So you can click the connector between
our WAN/LAN Interface and Gateway.
| | 03:19 | Hold down your Shift key and click
the other one that goes between our DNS,
| | 03:23 | our Server, to the WAN/LAN Interface, and
we're selecting multiple connectors at this point.
| | 03:28 | Still holding Shift, click the one that
takes us over to our Wireless Access Point.
| | 03:33 | You can see what's happening.
| | 03:34 | We want to send them all to the back,
so we can click Send to Back
| | 03:38 | and they'll all go in behind our shapes.
| | 03:40 | Let's deselect to see the end result.
| | 03:43 | You can see that's a neater looking diagram.
| | 03:45 | I think we should do that with each of
these going to our Wireless Devices as well.
| | 03:50 | So again, we'll click, Shift+Click the
other two and send them all to the back.
| | 03:57 | Deselect by clicking outside the
selected area to see the end result.
| | 04:01 | So not only can we change the style
of our connector, the thickness of our
| | 04:05 | connectors, place them behind our shapes,
change the arrows, you can also change colors.
| | 04:10 | I think that if we go back to the
Connector to our Laptop, hold down Shift,
| | 04:14 | choose Tablet Device, as well as the
Smart Phone connector. Let's go up to our
| | 04:19 | Line dropdown one more time and choose
a different color. Because it's going to
| | 04:24 | Wireless Devices, we might want to
choose something a little bit different
| | 04:27 | to show that those connections
are a little bit different.
| | 04:30 | Now if we go to Theme Colors, if you
do decide later on to change the entire
| | 04:34 | theme of your drawing,
the colors will always match.
| | 04:37 | So I like to go to Theme Colors as
opposed to Standard or Variant Colors.
| | 04:42 | Let's just go to our lighter blue here and select it.
| | 04:46 | Now we'll deselect to see the end result.
| | 04:48 | The connections are still there,
the colors are a little bit different.
| | 04:51 | We've changed to 1 thickness, and style,
as well as our arrows and our placement.
| | 04:56 | Let's just zoom back out to see the entire page.
| | 04:58 | I like this button down here at the very bottom
right-hand corner to zoom right out.
| | 05:03 | That's a pretty good looking drawing so far.
| | 05:05 | A little bit more work to do, but that's how
you work with changing the look of
| | 05:10 | the connectors in your diagrams.
| | Collapse this transcript |
| Inserting objects into a diagram| 00:00 | Typically the objects you add to a diagram
here in Visio 2013 will come from the
| | 00:05 | various Stencils, so you'll add shapes.
| | 00:07 | If they need to be connected,
there are connectors and so on.
| | 00:10 | But there are other objects you might
want to add to a drawing or diagram;
| | 00:15 | like titles for example, using Text Boxes
or additional pictures, for example.
| | 00:19 | We're going to talk about how that's
done here, as we continue working on our
| | 00:23 | Network Diagram that we've been
building over the last few lessons.
| | 00:27 | If you've jumped to this lesson and
you need to get caught up, just go to the
| | 00:30 | Chapter_02 folder and open up
Network0208, and you'll be all caught up.
| | 00:35 | Let's start with adding a title
across the top of our diagram.
| | 00:39 | To do that, we'll insert a Text Box, and we do
that by going to the Insert tab on the ribbon.
| | 00:44 | From here you'll see in the
Text section, we have Text Box.
| | 00:47 | Now if we click the top half of
this button, we'll insert a default
| | 00:51 | Horizontal Text Box.
| | 00:54 | That means our text will go from left to right.
| | 00:56 | If you want a Vertical one, you need to
go to the dropdown and make that selection.
| | 01:00 | There it is right there.
| | 01:01 | That way your text will go from top to bottom.
| | 01:04 | Let's choose Horizontal though, the default.
| | 01:06 | Now nothing seems to happen on our page,
but as we move our mouse pointer onto
| | 01:11 | the page, look at that, your mouse
pointer has changed and it has a little
| | 01:15 | symbol representing Text Box attached to it.
| | 01:17 | Now it's just a matter of clicking or
clicking and dragging to create our Text Box.
| | 01:22 | Let's zoom in.
| | 01:23 | Let me use a zoom slider, I'm going to
click the + sign till I am up to 100%.
| | 01:27 | And then I'm going to scroll, so I can
see the top of my page, and next,
| | 01:32 | we'll just click and drag.
| | 01:33 | Let's click and drag from about the
31/2 inch mark near the top, across,
| | 01:38 | and we'll go about as far as 8, and
we'll go down to create an area that
| | 01:43 | will enhouse our title.
| | 01:46 | And you see the cursor flashing right in the
middle, waiting for us to type in that title.
| | 01:50 | So let's do that.
We'll worry about formatting after.
| | 01:53 | Type in Current Network - 2013, okay.
| | 02:03 | Now let's just click off or outside
the selected area and you'll see there's
| | 02:07 | actually no border, just text sitting
there and it's a default font, font color
| | 02:12 | based on our themes and sizes, etcetera.
| | 02:15 | Let's click anywhere once on the title
and we get that box that allows us to
| | 02:20 | move it, allows us to format it as well.
Let's go back to the Home tab.
| | 02:25 | Notice that default font is Calibri.
It's only 12 pt.
| | 02:28 | Let's use this little guy here to bump it up.
| | 02:30 | Each time we click the large capital A
with the arrow pointing up, we go up a
| | 02:34 | couple points and we go from 14 to 18 points.
Next is 24, I like that right there.
| | 02:41 | We could also bold this if we wanted to.
I don't think we need that.
| | 02:44 | Click bold again to turn it off.
How about underlining? No.
| | 02:49 | Click again to turn that off.
We could change the color from here as well.
| | 02:52 | I think the color is fine.
| | 02:54 | It suits and matches the rest of our
diagram. Of course, we can also make
| | 02:59 | adjustments to the shape itself, which
is the rectangle enhousing our text.
| | 03:04 | You'll notice Shape Styles to choose from.
| | 03:06 | You can click the dropdown,
find one that you like and select it.
| | 03:11 | We could change the Fill effects.
| | 03:14 | The Line effects that go around the outside,
notice, it's using the default.
| | 03:20 | There are a number of effects as well,
if we want to add a shadow maybe.
| | 03:23 | Let's add a shadow that goes a
little bit down and to the right.
| | 03:27 | It's an Outer Shadow, there it is right there.
| | 03:30 | Notice the live preview
that's happening in the background.
| | 03:32 | Let's give it a click and
there's our Text Box. All right!
| | 03:36 | Let's scroll down towards the bottom
now and let's say we wanted to add some
| | 03:40 | information about the architect
of our Network Diagram. Okay.
| | 03:45 | So let's insert this, time a picture,
and we're going to navigate to the
| | 03:50 | Chapter_02 folder of your exercise files.
| | 03:53 | I put mine on the Desktop so I select
Desktop, double-click exercise files
| | 03:58 | double-click Chapter_02
and I have some guys here.
| | 04:01 | Let's say JackSamplemgr, Sample
Manager here, is the actual architect.
| | 04:08 | Click that, click Open and it's inserted
right there in our diagram, and of
| | 04:13 | course, we can use the handles to size it down.
| | 04:17 | Let's move it down over here right on the baseline.
| | 04:21 | You'll see those guides showing up.
If we wanted to now, we could add a Text
| | 04:26 | Box, just like we did for our title insert.
| | 04:28 | Insert, click right at the top this time
to take the default which is Horizontal
| | 04:33 | and we'll just click once next to the image.
| | 04:36 | Now it doesn't show up in the exact right
place because it's centered. Not to worry.
| | 04:40 | We can change that too.
| | 04:42 | Let's just type in Jack Samplemgr.
| | 04:47 | We'll click off it and click on it again
to select the entire box.
| | 04:51 | From the Home tab, the other thing we
can do is in Paragraph formatting, format
| | 04:55 | it as Left Aligned and then we'll move
the box off to the right, and in fact,
| | 05:02 | it doesn't need to be so wide.
| | 05:03 | We can use the middle handle
on the right to size it down.
| | 05:07 | Maybe move it down towards the bottom
of the picture, so it's lined up that way.
| | 05:11 | Let's deselect by clicking outside the
selected box and that looks pretty good.
| | 05:16 | Now if we want to add anything to it,
we just double-click and that gets us
| | 05:20 | inside our Text Box.
| | 05:21 | And we may need to resize it if we're
going to add some information.
| | 05:25 | Let's add a dash and a space, Network Architect.
| | 05:31 | So we can leave it on two lines or if
we wanted to, we could just click, click
| | 05:36 | again and resize it until it all fits on one line.
| | 05:39 | In this case, we're running out of space,
so we might want to move the image
| | 05:43 | as well, no problem. Stretch this out.
| | 05:48 | Eventually, it will all fit on a single line.
| | 05:54 | There we go. Looks pretty good, deselect.
| | 05:57 | And that's how we add additional objects
to our drawings here in Visio 2013.
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| Duplicating pages to create versions of a diagram| 00:00 | When you want to create variations of
the diagram, there is a cool new feature
| | 00:04 | here in Visio 2013 that makes it easy.
| | 00:06 | It allows you to duplicate a page, an
entire page, so all of your drawing, any
| | 00:12 | contents therein, and simply make changes
to the duplicate. That's what we're
| | 00:16 | going to do with our Network Diagram
that we've been working on.
| | 00:19 | Again, if you jumped to this lesson,
you need to get caught up;
| | 00:23 | you can go to the Chapter_02 folder of
your exercise files and open up Network0209.
| | 00:27 | This is what we have so far.
| | 00:29 | Let's say we have a proposed
network for later on in 2013.
| | 00:32 | Well, instead of copying all of these
objects, creating a new page and pasting
| | 00:37 | them there, all we need to do is
actually go to the Insert tab, click there.
| | 00:42 | For pages, right at the beginning, click
the lower half for New Pages and you'll
| | 00:46 | notice an option here to Duplicate This Page.
| | 00:50 | So when we click Duplicate This Page,
we're actually on page 2 and down below
| | 00:55 | here on the status bar you can see
we have a second page, Page 2, that's
| | 00:59 | where we're looking at.
| | 01:00 | If we click Page 1 we can
flip back to that at any time.
| | 01:03 | So let's go to Page 2 and double-click
where it says Current Network,
| | 01:07 | double-click Current and type Proposed.
| | 01:13 | And let's type in front of 2013,
how about Fall 2013 there we go.
| | 01:19 | Now all I have to do this make a couple of changes.
| | 01:22 | For example, maybe we want to add a
Firewall, so let's click the Connector
| | 01:25 | between our WAN/LAN Interface and our
Wireless Access Point and hit the Delete key.
| | 01:31 | Next, we'll go over here to our
Network and Peripheral Stencil,
| | 01:35 | you'll see Firewall, grab it, and we'll slide it
right in between the two, and now we'll go
| | 01:40 | back to our Home tab, go to the Connector tool
and we'll Create Connections now.
| | 01:46 | Let's make sure we go to the center
right on the connection point of our WAN/LAN
| | 01:51 | Interface and drag right to the center of our Firewall.
| | 01:56 | Now we'll do that again, making sure
that we're not on the endpoint, but rather
| | 02:00 | the Connection, click and drag
to our Wireless Access, release.
| | 02:05 | These have arrows and appear on top.
So let's select by going to our Pointer
| | 02:09 | tool, I'll click each connector, hold
down Shift while you click the second one,
| | 02:15 | and make sure we send those right to
the back, give that a click from the
| | 02:19 | Arrange group, deselect by clicking
off the page, and there's the end result.
| | 02:24 | Now if we wanted to actually save
Firewall we can click the shape itself and
| | 02:28 | simply type Firewall and deselect
by clicking off the page again.
| | 02:33 | So you can see now we have a variation
of our drawing and we're able to do it
| | 02:37 | very quickly and easily, thanks
to the ability to duplicate a page.
| | 02:42 | We can flip between the pages now to compare
our current network to our proposed.
| | Collapse this transcript |
| Using containers and callouts| 00:00 | Containers and callouts can add clarity
to your diagram, so we're going to
| | 00:04 | explore them now using this Org Chart
file called NO_OrgChart_0210.
| | 00:10 | And what we're going to do is begin with containers.
| | 00:13 | They give you a convenient way to visually
group your shapes together, and then
| | 00:17 | easily work with that group after the fact.
| | 00:19 | So let's zoom in, so we can see at the top
we have our CEO and then we have a
| | 00:24 | number of VPs. So we have an executive team.
It might be easier to recognize
| | 00:29 | that team if we put them into a container.
| | 00:32 | The fastest and easiest way to do
that is to select them ahead of time.
| | 00:36 | Now we can click, and Shift+Click each
shape that we want to include
| | 00:41 | or we can use a marquee select.
| | 00:42 | With the Pointer tool selected here,
all I have to do is draw by clicking and
| | 00:46 | dragging a box or a rectangle around the
shapes that we want.
| | 00:50 | Don't worry if you touch part of a shape.
| | 00:52 | The shape has to be totally encompassed
inside our marquee to be selected.
| | 00:57 | So when we release, you'll notice that
each of our shapes, each of our VPs and
| | 01:01 | our CEO are selected.
| | 01:03 | Now it's a matter of choosing the container
we want to place them in, we do that
| | 01:07 | by going to the Insert tab on the ribbon,
and here from the Diagram Part section,
| | 01:11 | click the Container drop-down.
| | 01:14 | Now what's really cool is we can hover
over these to get a real-time preview of
| | 01:18 | what that's going to look like if we make the selection.
| | 01:21 | You can see the waves there, creates a
background, here we have a semi-border
| | 01:26 | around them, all kinds of different ones,
including some new ones here as well.
| | 01:31 | You might like a background, you might
prefer a white background, it's totally up to you.
| | 01:37 | So I'm going to go with one that kind
of goes with the Style of Shape we're
| | 01:42 | using, it's got a bit of a curve to it.
| | 01:44 | I'm going to go with this second one
here and give it a click.
| | 01:47 | Now all we have to do is start typing
to add a heading to this, so let's call
| | 01:52 | this Executive Team.
| | 01:53 | As soon as you start typing, you can
see it appears, replacing the existing
| | 01:57 | placeholder text, there we go.
| | 02:01 | We'll just click off the page to
deselect and see the end result.
| | 02:04 | So you can see how much easier it is to spot
our Executive Team now, thanks to our container.
| | 02:09 | Containers can be used in all kinds of
diagrams and as you can see, there are
| | 02:12 | many to choose from.
| | 02:14 | All right, let's talk about Callouts now.
| | 02:17 | Callouts provide a simple way
to attach text to any shape.
| | 02:21 | So let's say we wanted to add the extension
for our executive assistant,
| | 02:25 | since it doesn't appear on the chart itself.
| | 02:27 | In that case we can select the shape
ahead a time, go ahead and click it.
| | 02:31 | Next, we'll go back to that Insert tab
on the ribbon and in the Diagram Parts
| | 02:36 | you'll notice the next dropdown
is Callout after Container.
| | 02:40 | So when we click that you'll see
some new callouts, if you're already
| | 02:43 | familiar with previous versions of Visio.
Again, as we hover over these, we see a preview.
| | 02:48 | Now if it's blocking the preview, we
can always go down here and just kind
| | 02:52 | of shift this over.
| | 02:53 | I'm going to use the Horizontal
scroll bar at the bottom, go back to the
| | 02:57 | Callout dropdown, and now as I hover
over, you can see the different actual
| | 03:02 | callouts that I can use.
| | 03:04 | You can see what happens too, some of
the callouts when you hover over them,
| | 03:08 | will adjust the container, so it's still easy to read.
| | 03:11 | So let's pick one that kind of goes with our drawing.
I'm going to with this little guy right here.
| | 03:19 | And again, once we've clicked to Insert,
all we have to do is type to replace
| | 03:23 | the placeholder text that appears in the callout.
| | 03:26 | I am going to use an X for extension,
5544, and then click off the page to see
| | 03:32 | the end result, deselect it, looks pretty good.
| | 03:36 | So you can add additional text to any
part of your drawing to any shape and
| | 03:41 | that goes for any type of diagram by using Callouts.
| | 03:45 | So as you can see with Containers and Callouts
you're better able to express information in Visio.
| | 03:50 | There are plenty of new Containers
and Callouts in Visio 2013, and here's
| | 03:54 | another fact, they respond well to themes,
which we will explore better in the next chapter.
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|
|
3. Themes and EffectsChanging diagram design with themes| 00:00 | It's time now to shift our focus to
the design or look and feel of our
| | 00:05 | diagrams here in Visio 2013.
We're going to work with this file called
| | 00:10 | NoObstacles_OrgChart_0301, found in the
Chapter_03 folder of your exercise files.
| | 00:14 | As you see we have a number of
Shapes. We also have Connectors,
| | 00:18 | a Container around our Executive Team,
there is a Callout.
| | 00:22 | All of these are affected by the fastest
and easiest way to change the look and
| | 00:26 | feel of any diagram and that
is to apply a different theme.
| | 00:30 | I say different, because a default theme
is applied to your diagrams, especially
| | 00:35 | when you go through creating a
new diagram based on a template.
| | 00:39 | So let's just zoom into this, so we can
really see the changes as they happen.
| | 00:42 | I am going to go down to the plus sign
(+) to the right of my zoom slider and
| | 00:46 | give it a few clicks, until I get up to about 89%, 90%.
| | 00:50 | I am also going to scroll, so we can
move it off to the right here and have a
| | 00:55 | better look when we go to the Design
tab on the ribbon, because that's where
| | 01:00 | we see Themes. We'll also see Variants to
those themes, which we'll get into momentarily.
| | 01:06 | So for Themes you'll notice some themes
that appear here as presets on the top
| | 01:11 | row of our list, and as we hover over
these, we get a real-time preview of
| | 01:15 | what's going to take place
if we make that selection.
| | 01:19 | Let's click the dropdown, because
you'll see there are categories as well,
| | 01:22 | Professional at the top.
| | 01:24 | The current theme that's being used is
highlighted, it also appears down here
| | 01:29 | under this document, but there are
other categories like Hand Drawn, Trendy,
| | 01:34 | Modern and Professional at the top.
| | 01:37 | I kind of like the second one in, it's very
colorful, let's give it a click to apply it.
| | 01:42 | Now by default any new shapes we
add will also take on the new theme.
| | 01:46 | If we go to the dropdown, you'll see
a check mark next to that option at the
| | 01:50 | very bottom, and you can choose not
to do that by simply clicking down here
| | 01:54 | and deselecting that.
| | 01:55 | Let's leave it checked and
just click anywhere on our page.
| | 01:58 | Now the other thing that changed when we
selected a different Theme, were the Variants.
| | 02:02 | Variants that we see here have
different effects, different colors,
| | 02:06 | different connectors and as we hover
over those, again, you can see there's
| | 02:10 | a real-time preview.
| | 02:11 | I kind of like that one, so I'm going to
give it a click, fourth one, very cool!
| | 02:16 | Now if we click the dropdown, you
can see we can get very detail into the
| | 02:20 | Colors, the Effects, the Connectors
and the Embellishment.
| | 02:25 | The Embellishment is what we see, like
for example, with the curvature in our
| | 02:28 | shapes and the points at each end.
| | 02:30 | As we go to High that's what we see,
with Medium it's more curved, with
| | 02:34 | Low, there's no curvature, and
Automatic is what selected,
| | 02:38 | based on the preset we selected,
| | 02:40 | that's one of the characteristics
under Embellishment.
| | 02:45 | Now we'll get into all of those as we move
through the lessons in this chapter.
| | 02:48 | For now you can see how quickly
and easily we're able to change
| | 02:52 | the entire look and feel for this diagram by
applying a different Theme and choosing a Variant.
| | Collapse this transcript |
| Applying theme colors and effects| 00:00 | We learned in the previous lesson
when applying a theme to our diagram that
| | 00:04 | a theme is simply a set of Colors, a set of
Fonts, maybe Special Effects and Embellishments.
| | 00:12 | Well, we can go into those individual
characteristics and adjust them ourselves
| | 00:17 | if we want to. We're going to start
with Colors and Special Effects, as we
| | 00:21 | continue to work with are NoObstacles_OrgChart here.
| | 00:24 | If you've jumped to this lesson,
need to get caught up, you can go to the
| | 00:28 | Chapter_03 folder and open up
NoObstacles_OrgChart_0302.
| | 00:32 | We're zoomed in here a little bit, so we can see.
I'm going to zoom out now actually.
| | 00:35 | I'm going to click this little button
down in the bottom right-hand corner,
| | 00:38 | second from last button, which
is the Fit Page to Current Window button,
| | 00:43 | so I can see the big picture.
| | 00:46 | Next, we're going to go up to the Design
tab, make sure it's selected, and go to
| | 00:50 | the Variants dropdown and from here
we have control over Colors, Effects,
| | 00:56 | Connectors and Embellishment.
| | 00:58 | Let's go to Colors first.
| | 01:00 | Notice the current color scheme being
used is called Linear, it's highlighted
| | 01:03 | or selected already.
| | 01:05 | Well, we can hover over different
options and get a real-time preview.
| | 01:09 | What's Simple look like? Very interesting.
How about Ion? Kind of like that.
| | 01:14 | As we go a little further down,
here's Clouds, remember these names.
| | 01:19 | I'm going to with Ion.
| | 01:20 | You can see it's totally different
and the Variants now to choose from are
| | 01:25 | totally different as well.
| | 01:26 | Let's click the dropdown and go to Effects.
Just like we saw with colors,
| | 01:31 | we have names here and they match.
| | 01:33 | So for example, if I go down the Ion
this is ideal for the color scheme I'm using.
| | 01:38 | You can notice there is a bit of
a 3D effect as there's a shadow placed
| | 01:42 | behind some of the shapes in our text.
| | 01:44 | So as you hover over these, you get a
nice real-time preview, helps you to make
| | 01:48 | a decision through trial an error.
| | 01:51 | I'm going to go with Ion, give it
click and that looks kind of cool!
| | 01:55 | Let's go to that dropdown again
and go down to Connectors.
| | 01:59 | Now from here you can see Linear is
being used, but if we wanted to match up our
| | 02:04 | color with our effects, we could go to
Ion, we don't see a big difference here,
| | 02:10 | but some of the connectors are
faded in some of these options.
| | 02:13 | I'm going to just keep things consistent with Ion.
| | 02:16 | And lastly, we can go to the Embellishment.
| | 02:19 | Now the Embellishment is typically defaulted
to Automatic. It's based on the
| | 02:24 | theme you choose and any changes you make.
| | 02:27 | If we go to Low, you can see we just lose some
of those curvatures and points at either end.
| | 02:32 | Medium keeps things curved and rounded on
the corners, and High is what we were using.
| | 02:38 | That's a little harsh.
| | 02:39 | I'm going to with Medium, give that a click,
and there we go, that's the end result.
| | 02:44 | So although we can pick a Theme which
is made up of Color Schemes, different
| | 02:49 | Fonts, Effects, Embellishments, we can
also tackle those individually by going
| | 02:54 | to the Variants dropdown.
| | Collapse this transcript |
| Adding backgrounds, borders, and titles| 00:00 | Aside from selecting Themes, Color
Schemes, Fonts, Special Effects, we can also
| | 00:06 | change the look or feel of a diagram
by adding content to the background,
| | 00:11 | something in behind our diagram, like
a Color or a Gradient or even an Image.
| | 00:18 | You may even want to add Borders and
Titles and we're going to talk about how
| | 00:21 | that's done now, as we continue to work
with our NoObstacles_OrgChart0303 file,
| | 00:27 | if you need to get caught up.
| | 00:29 | Now here we are zoomed out
so we can see the entire page.
| | 00:32 | I want to see the big picture here.
| | 00:34 | The default background as you
can see is really nothing at all.
| | 00:38 | It's blank or white, but here with the
Design tab selected, in the Background
| | 00:43 | section, we have a dropdown to select some presets.
| | 00:47 | Give it a click, and you'll see some
colors and gradients based on the theme
| | 00:51 | you're using and color schemes, and as
you scroll down, you'll see some more
| | 00:56 | graphical options as well.
| | 00:58 | For example, the World Map.
| | 01:00 | If our company was international, we
might want to click the World Map to
| | 01:04 | apply to the background.
| | 01:06 | And you can see the color that's being used is
actually based on the theme that we've chosen.
| | 01:11 | There's also a border around the outside.
| | 01:13 | I'm not totally keen on that, so we
can go back the Backgrounds, choose No
| | 01:18 | Background if you like, or
choose a different background.
| | 01:21 | And I'm actually going to go with this
last one here, which is kind of a Gray
| | 01:25 | background, covers the entire canvas, and our
diagram really stands out with this background.
| | 01:31 | I like it.
| | 01:32 | So we'll keep that one and we'll
also talk about borders and titles.
| | 01:35 | When we go to the Borders & Titles
dropdown, we're also applying these to the
| | 01:40 | background of our diagram and you
can see there are some presets here.
| | 01:44 | Again, Color schemes are based on the
theme already being chosen for this diagram.
| | 01:48 | So we see some with Titles at the
top and Page Numbering in the bottom.
| | 01:53 | As we scroll down a little further,
some have borders all the way around,
| | 01:57 | Top, Bottom, Left and Right.
| | 01:59 | I kind of like this one with the circle at the top.
I'm going to click that one.
| | 02:04 | Notice we don't get a live preview here.
| | 02:06 | We actually have to make a selection to
apply it and if we don't like it, change it.
| | 02:11 | But I kind of like that one.
| | 02:13 | And you might be thinking, okay, I've
got the Page Numbering and there is the
| | 02:16 | Current Date showing up in the bottom
right corner and the Title says Title.
| | 02:20 | So you might be inclined to click
there and try to double-click it even to
| | 02:24 | change it from Title to an actual title.
| | 02:27 | Well, like I said, this goes to the background.
| | 02:30 | So we actually have to switch to
the background of our diagram to access
| | 02:34 | anything that's been placed there and
we do that by going down just below our
| | 02:38 | diagram here, we see Page 1.
| | 02:41 | We also have access to the background.
| | 02:43 | So we give Background a click, the
Background 1, and that's all you're going to
| | 02:48 | see now is what exists in the background.
| | 02:50 | So there's our gray pattern in the background,
as well as our border and there's title right there.
| | 02:56 | And if you click once, you'll select the entire border.
| | 02:59 | Double-click Title, you'll be inside and selecting
the word Title, so you can type right over it.
| | 03:05 | Let's type in No Obstacles Inc., like so. All right!
| | 03:13 | So we'll just click off the page to deselect anything.
| | 03:17 | Take a look at that. It looks good.
| | 03:18 | Now we can go back to Page 1 by clicking it
down here in the bottom left corner
| | 03:22 | and you can see our Title has
been changed in the background.
| | 03:26 | So we really changed the look and feel
of our entire diagram by adding some
| | 03:30 | content to the background.
| | 03:32 | We have a pattern, as well as a title
and some borders, all accessible from the
| | 03:37 | Design tab in the Background section on the ribbon.
| | Collapse this transcript |
| Defining your own theme colors| 00:00 | When you apply Themes to a diagram,
you're also applying a set of Colors called
| | 00:04 | Theme Colors, what we used to call
Color Schemes. What you can do here in
| | 00:09 | Visio 2013 is set up your own set of
Theme Colors or Color Scheme if you like.
| | 00:14 | Maybe you wanted to match your company
colors for example, and there's no set
| | 00:18 | that perfectly matches, well,
you can create your own custom set.
| | 00:22 | That's what we're going to do right
now as we continue working with our
| | 00:25 | NoObstacles_OrgChart file.
| | 00:27 | And if you jump to this lesson,
need to get caught up, you can open up
| | 00:29 | NoObstacles_OrgChart0304
from the Chapter_03 folder.
| | 00:33 | With the Design tab selected here
on the ribbon, we're going to go to
| | 00:37 | the Variants dropdown.
| | 00:39 | Move down to Colors, where we see the
built-in colors and an option down at the
| | 00:44 | very bottom to Create New Theme Colors.
| | 00:47 | So if none of the built-in color schemes
or theme colors suits your needs,
| | 00:52 | click Create New Theme Colors.
| | 00:53 | We'll give it a name.
Let's give it our company name, No Obstacles.
| | 00:58 | And now, we'll start changing some of
the theme colors we see for the Accents,
| | 01:02 | and if we wanted to, we could change
what Dark, Light and Background colors are.
| | 01:06 | What's nice is we get to see a little preview
over here of how that will affect our diagram.
| | 01:11 | So let's go to Accent 1, definitely
our company colors do not involve any red,
| | 01:16 | or more green, so we go to the green
column for example, right down to the
| | 01:21 | bottom, select a nice dark green.
| | 01:23 | Now for Accents, you'll see
those down the right-hand side.
| | 01:26 | We can change them up as well.
| | 01:28 | So for Accent 2, instead of that orangy color,
let's go for more yellow color.
| | 01:33 | Accent 3, we'll give it a click and
we'll go with a green color at the top.
| | 01:39 | Notice we're staying in with the theme
colors and by doing that we know that when
| | 01:43 | we change themes that our theme
colors will be updated as well.
| | 01:47 | Accent 4 as good as is.
Accent 5 looks okay. And Accent 6.
| | 01:52 | Let's go again for one of the yellow column.
| | 01:55 | We'll go down near the bottom
to something a little bit darker.
| | 01:59 | And if you want to see what that looks
like in the background, let's move this
| | 02:03 | out of the way and click Apply.
| | 02:05 | And if you like what you see,
you're ready to go. You click OK.
| | 02:08 | If you're not keen on something you see here,
you can always come back and change.
| | 02:12 | Accent 3, I think needs to get out of the blues
and more into the greens here.
| | 02:17 | We'll apply, see what that looks like.
I like that much better.
| | 02:21 | We'll click OK when we're done.
| | 02:23 | And what you now have is a new set
of Theme Colors, and if you go to the
| | 02:27 | Variants dropdown and hover over colors,
you'll see there's a new category at
| | 02:32 | the top, Custom, and there is your
No Obstacles set up Theme Colors.
| | 02:36 | When you right-click this, you have some options.
| | 02:38 | You can apply to all of the pages in your diagram
if you have more than one page like we do.
| | 02:43 | It's only applied to the current page by default.
| | 02:46 | We can go in and edit this at any time,
so if we did want to make a change, we could.
| | 02:51 | Still not keen on Accent 3 here.
I am going to go a little bit darker.
| | 02:55 | So we'll give it a click,
go down near the bottom and Update.
| | 02:58 | You can see what happens.
That's a little bit easier to read, we click OK.
| | 03:02 | Also, if you decide you don't need that
Custom set of Theme Colors, go down to
| | 03:07 | the dropdown Colors, right-click your
Custom NoObstacles set up Theme Colors here
| | 03:13 | and if you wanted to, you could delete it.
| | 03:15 | You could also add the gallery to the
Quick Access tool bar that appears in the
| | 03:19 | top left corner, if you're going to be using it a lot.
So I think we're good to go.
| | 03:24 | We can also duplicate this if we want
to create a variation of it, but I think
| | 03:28 | we're ready to go, and we have our
Custom set of Theme Colors at our
| | 03:31 | fingertips when we need it.
| | Collapse this transcript |
|
|
4. Connecting, Sharing, and CollaborationPrinting diagrams| 00:00 | There are many different ways to share
your diagrams with other people.
| | 00:04 | We're going to look at them now, beginning
with the first option, which is still
| | 00:08 | popular and that is to print out your diagram.
| | 00:11 | Notice that the diagram we're working
with Network0401 has multiple pages;
| | 00:17 | pages 1 and 2, we have a shaded background, its color.
| | 00:21 | These are all things to consider when printing.
| | 00:23 | So let's go to the File tab, next,
we'll select Print and from here check out
| | 00:30 | some of the default settings that we can customize.
| | 00:33 | First of all at the very top, we're going to be
printing one copy; that is the default.
| | 00:38 | We can bump that up using the arrows or
down or could simply type in the number
| | 00:43 | of copies that we want;
| | 00:44 | I am going to leave it at 1.
| | 00:46 | Next, you'll see your Default printer,
and of course, you could select a
| | 00:50 | different printer if you wanted to,
even send it to OneNote, you could use
| | 00:54 | the Microsoft XPS Document Writer,
creating a read-only copy of your
| | 00:58 | document, you could fax it.
| | 01:00 | And you may have multiple printers
connected to your computer, and in that case
| | 01:04 | you would see all of them here.
| | 01:06 | You can even add a printer if you're
not seeing it. I'll leave the default set up,
| | 01:11 | my HP Photosmart, which is an inkjet printer.
| | 01:15 | So I have to keep that in mind,
when move down into the Settings area;
| | 01:18 | first of all are we Printing All Pages?
Notice the whole thing is the default.
| | 01:23 | We could choose the pages we want to
print, pages 1 to 2 is the whole thing.
| | 01:29 | But if we click the dropdown, we
also have some presets here, such as the
| | 01:32 | Current Page, that's the page we're
looking at, it happens to be page 2.
| | 01:37 | If we click the dropdown and go to Custom
Print, this is ideal for longer documents.
| | 01:42 | So for example if you had a 12 page diagram,
you might want to print pages 5
| | 01:48 | through 7 and maybe 10 and 12; those
would be custom options you could set up.
| | 01:54 | So in that case you would choose Custom Print,
and then choose your pages as well.
| | 01:59 | Let's go back to the dropdown and notice
there's also Current View and in this case,
| | 02:03 | you can see the view changes here.
This is going to be centered right in
| | 02:08 | the middle of our page.
| | 02:09 | So I'm going to take up the whole page,
it's different from printing the current page,
| | 02:13 | in that the view is actually smaller
than the actual full-page print.
| | 02:17 | So let's go back to Print All Pages, the whole thing.
| | 02:20 | Now I'm concerned about using up a lot
of color ink in this background here with
| | 02:26 | the shading, would do exactly that.
| | 02:28 | Let's go back to the Settings right here
where it says Print All Pages.
| | 02:33 | Click the dropdown, and notice at the bottom we
have the ability to not include the background.
| | 02:37 | So we'll select it, and look at our preview,
that's going to save us some ink.
| | 02:42 | Another option would be to change it
from a color printout to a black and white.
| | 02:47 | Notice down at the bottom color is the default,
click that, black-and-white is another option.
| | 02:53 | Now in this case Black and White is
very difficult to see, for example, our
| | 02:57 | title up here is unreadable. So I'm
going to click that dropdown, switch it
| | 03:02 | back to Color, and think about
going into my Printer Properties now.
| | 03:06 | Now depending on your printer, your
Printer Properties may be different from mine.
| | 03:10 | But you should see a Color tab somewhere
that allows you to Print in Grayscale.
| | 03:14 | In that case, it's not just plain black or white,
but shades of gray as well.
| | 03:20 | If you go to Black ink only, and click, OK.
| | 03:23 | You'll see shaded boxes now that are readable,
a little bit different than black and white.
| | 03:28 | Notice that we have a new option appearing
at the bottom, which is Grayscale.
| | 03:33 | So again, depending on the printer you have
connected and the one you've selected,
| | 03:36 | those options may look a little bit different,
but you should be able to go to Grayscale.
| | 03:41 | Also you can choose to Print One Sided,
depending on your printer.
| | 03:45 | If it's duplex for example, you could print out two sides.
| | 03:47 | If you're printing multiple copies of multiple
pages, you have the ability to collate them.
| | 03:53 | So let's say you are printing pages 1 - 5,
you get 1 - 5, then 1 - 5 again,
| | 03:58 | and so on, as opposed to a number of page ones
and then a number of page twos.
| | 04:04 | That would be Uncollated.
| | 04:05 | So we'll leave Collated, Landscape
Orientation and Letter, all part of our
| | 04:11 | diagram in our page setup, those are
the defaults, so we'll leave those as is.
| | 04:16 | We have also options down at the bottom
to Change our Page Setup from here.
| | 04:20 | So if we click that link, now we could
do things like change the paper size, go
| | 04:24 | to Portrait instead of Landscape for example.
| | 04:27 | The page size itself, you can see is
letting Visio expand the page as needed.
| | 04:32 | But we can predefine the size
or choose a custom size as well.
| | 04:36 | So all of those options are at your
fingertips, we'll just click Cancel.
| | 04:40 | We'll go down to Edit Header & Footer,
if you didn't want to include header and
| | 04:44 | footer information for example.
| | 04:46 | You could click Edit Header & Footer, leave it all
blank or add-in some additional comment here.
| | 04:51 | Notice that we have a Header, which
appears across the top, and we have Sections
| | 04:56 | Left, Center and Right.
| | 04:58 | We could also add content at the
bottom, which is our footer, at the Left,
| | 05:02 | Center or Right as well. We can
change the Font Formatting, notice our
| | 05:07 | default font here 12 points, Callibri.
| | 05:10 | All of that for fonts are in the
Header and Footer sections only,
| | 05:15 | not the diagram, so we'll click Cancel,
but just to let you know that it's there,
| | 05:19 | if you wanted to add any content to
the actual printout itself.
| | 05:24 | Once you've made your selections and
you're ready to print, it's a simple matter.
| | 05:26 | Now by clicking the print button,
you'll have your hard copies that you can
| | 05:30 | distribute to those you want to share your diagram with.
| | Collapse this transcript |
| Saving to SkyDrive| 00:00 | One thing you'll notice with any of
the new Microsoft programs such as the
| | 00:04 | ones you'd find in the Office Suite 2013,
as well as here in Visio 2013,
| | 00:10 | is a push towards Cloud computing.
One of the easiest ways to share your
| | 00:15 | diagrams with others, even give
people access to make changes to those
| | 00:19 | diagrams is to save it to the Cloud.
| | 00:22 | Now the default location here in Visio,
like the Office Suite, is SkyDrive.
| | 00:27 | When you sign up for your free
Microsoft Account, you get some free
| | 00:31 | storage space in SkyDrive.
| | 00:34 | That allows you to save to that location
and even set up permissions and
| | 00:39 | sharing for sharing your diagrams with other people.
| | 00:42 | So we are going to take a look at
that as we continue working with our
| | 00:46 | Network0401 diagram here.
| | 00:47 | It's a two pager, and if you are already
logged in to your Microsoft account,
| | 00:51 | you'll see your account name
up here in the top-right corner.
| | 00:54 | If you're not, you can log in from
here or even switch to another account.
| | 00:58 | I am going to leave myself logged in.
| | 01:00 | Now by doing that you are
also logged in to your SkyDrive.
| | 01:04 | That means if we go to the File tab,
give it a click and click Save As, we can
| | 01:09 | change the location to the one
that appears at the top, the SkyDrive.
| | 01:13 | And if you are logged in again, you'll
see your account name before SkyDrive.
| | 01:17 | So we'd select that and then we also
have a Browse button here that allows us to
| | 01:22 | choose a folder in SkyDrive that
we want to save our diagram to.
| | 01:26 | So by doing that you can see it's
very similar to the Save As window that
| | 01:30 | opens up when we save to any other
location and on our list of places,
| | 01:34 | SkyDrive appears there.
| | 01:36 | It's currently selected and you'll see
the default folders that you get with
| | 01:41 | SkyDrive, an area for your
Documents, your Favorites,
| | 01:44 | Pictures. There is also one called
Shared favorites. It's a good one to use if
| | 01:48 | you want to share for example and set
permissions to share a diagram or any
| | 01:53 | other type of file for that matter.
| | 01:55 | I highly recommend creating a
separate folder if it's going to be shared
| | 01:59 | with everyone to just put it right in there and
everyone will have access to it if they should.
| | 02:04 | So we'll keep the same name, Network0401.
We'll go to Shared favorites and double-click it.
| | 02:09 | I don't have anything in there right now so
it will be the only file, it will be a Visio drawing.
| | 02:14 | Maybe I don't care if people have
access to the first page of my diagram,
| | 02:19 | the current network. I want them to have
access to the proposed network and that's
| | 02:23 | on Page-2, so I am going to click
Options down below and deselect Page-1.
| | 02:28 | This way they will have access to Page-2.
I want them to be able to make
| | 02:32 | changes to it as well, so we'll keep that in mind.
| | 02:34 | If your diagram is connected to a data source,
maybe an org chart with an Excel file,
| | 02:38 | you'll see the option to select the data
source or not from the right-hand column.
| | 02:43 | This one is not connected so we'll just
click OK and then when we click Save,
| | 02:48 | we are actually saving the diagram we are
looking at to that new location
| | 02:52 | and we'll continue to work on it in
that new location, SkyDrive.
| | 02:56 | Now all that means is SkyDrive is
available to you through Windows Explorer
| | 03:02 | or if you're like me in Windows 8 you can
go to your Start screen, SkyDrive should
| | 03:06 | have a tile there and if not you can
search for SkyDrive just by going to the
| | 03:10 | bottom or top right corner and using
that search term and just type in SkyDrive.
| | 03:16 | I am going to click the tile to open up.
| | 03:19 | As you can see it's a Windows Explorer window
and down the left-hand side I have SkyDrive.
| | 03:23 | I don't have to select it though because it's
already selected and there are those folders again.
| | 03:28 | If I double-click Shared favorites,
you'll notice there is one file in there and
| | 03:33 | that file is called Network0401.
| | 03:36 | Now I can select this file and go to the
Share tab and change some of the options.
| | 03:42 | For example, maybe I don't want to share
it any longer, I can click Stop sharing.
| | 03:46 | Also, I can click the dropdown
and choose who I'm sharing it with.
| | 03:49 | If you have Homegroup set up,
you can choose your Homegroup.
| | 03:53 | You could also choose any other
users that can log in to this account.
| | 03:58 | Notice I have one other person, Karen.
| | 04:00 | So I could switch accounts or simply
share it with Karen, she'll have access to it.
| | 04:05 | Or choose Specific people and from here,
you'll see those people and their permission levels.
| | 04:10 | Now I am the owner of this, for Karen,
maybe I only want her to be able to read it
| | 04:15 | and not make changes, or I can also
Remove her from the list.
| | 04:19 | We can also add people by clicking the dropdown;
you'll see those people who have accounts.
| | 04:24 | You could choose Everyone, your Homegroup from here.
| | 04:26 | I am going to choose Everyone and Add,
which adds everyone to the list and notice
| | 04:32 | that by default they have read access.
| | 04:34 | If I want to give them Read/Write access,
I can choose that, which means
| | 04:38 | everyone who knows how to find that
folder will be able to work on that diagram.
| | 04:43 | So all I have to do now is click Share.
| | 04:46 | Now if you choose a different setting like Everyone,
giving them Read/Write permissions,
| | 04:50 | you are actually going to have to change
those permissions for the entire folder.
| | 04:54 | That's why I recommend using a Shared folder like this,
where you don't care if people have full access to it.
| | 05:00 | Shared favorites does have to have
the same permissions, Read/Write.
| | 05:03 | If we click Next you can see it may not
take very long depending
| | 05:07 | on the number of files you have there,
it becomes a shared folder. The file
| | 05:12 | inside is shared as Read/Write.
If we wanted to now we can email someone
| | 05:18 | links to the shared items and they
will get a link in an email. Your default
| | 05:23 | email application will launch, maybe
its Outlook, and a message will start and
| | 05:27 | it will show a link to this site.
| | 05:29 | All I have to do is click the link to
get access to the file itself; or if
| | 05:33 | you prefer you can copy and paste the
link into your own email program using
| | 05:37 | the Copy link here.
| | 05:39 | Now if we click Done, there is another
option for emailing and you'll see it
| | 05:42 | right here from your Windows Explorer.
| | 05:45 | Looking at our file and having it selected here
Network0401, we can click Email
| | 05:50 | and again this is going to launch your
default email application. You can see
| | 05:54 | mine is opening up here in the tiny
little window. It's Outlook and you can see
| | 05:58 | the message itself is created for me.
| | 06:01 | There is also a link right here to the
file itself, the Subject is already created.
| | 06:07 | All I need to do is type in the names
of the people I want to send this to like
| | 06:10 | this guy davidrivers@lynda.com and click Send.
| | 06:14 | And you could send it to whoever you want;
they'll all get the same link and access to the file itself.
| | 06:19 | And because it's in the Cloud, as long as
they're connected, they'll be able to get to it.
| | 06:24 | I am just going to close this up,
without sending and return to SkyDrive.
| | 06:31 | I can close this up and I can continue
to work on this diagram even though I am
| | 06:35 | sharing it with others.
| | 06:36 | When I close it up, the icon will
look a little bit different in SkyDrive.
| | 06:40 | You'll see that green circle and a
check mark indicating it's accessible.
| | 06:44 | So that's sharing a document or a diagram
here in Visio 2013, using the Cloud or
| | 06:50 | what we would call SkyDrive.
| | Collapse this transcript |
| Importing data from an external source| 00:00 | Earlier in this title we created an
organization chart that allowed us to enter
| | 00:05 | the data. We could choose how we
enter that data into a spreadsheet like
| | 00:09 | Excel for example and we had other options.
| | 00:12 | But what if you already have the data?
| | 00:14 | Well in that case you can import it
into the diagram you're creating.
| | 00:18 | So we're going to recreate that org chart,
but this time we are going to use a
| | 00:22 | connection to an Excel file
that already contains that data.
| | 00:26 | So it doesn't matter what's on your
screen right now, we are going to go to the
| | 00:30 | File tab, we are going to go down to
New and we are going to search for one of
| | 00:35 | the FEATURED templates, Organization Chart.
| | 00:37 | Now it could be anywhere, it depends on
how often you use it where it appears on
| | 00:41 | this list, mine happens to be on the top row.
| | 00:44 | Locate Organization Chart and just give it one click.
| | 00:46 | We'll use the default of US Units
of measure and click Create.
| | 00:51 | Now at this point, you can see what's happening.
| | 00:53 | We are in the beginning stages of
creating our org chart and Wizard kicks in.
| | 00:58 | Notice that the option to choose
information that's already stored in a file or
| | 01:03 | database is selected and we won't
be entering it this time ourselves.
| | 01:08 | Also, notice down below in the Description
section the types of files you can be
| | 01:11 | connected to, text files, which would
be delimited using commas or spaces to
| | 01:17 | separate the fields for example.
| | 01:19 | Excel is on the list, the new format xlsx,
macro-enabled, xlsm;
| | 01:22 | you can see xlsb and the old
xls formats are there as well.
| | 01:31 | It could be connecting to an exchange
server or an ODBC compliant database file.
| | 01:37 | So all we are going to do is make sure
that information that's already stored in
| | 01:41 | a file where database is selected and click Next.
| | 01:44 | There is our options again, Exchange Server, A text,
Org Plus, you can see, including an Excel file.
| | 01:52 | There is ODBC-compliant data source.
| | 01:54 | We do want the middle one, A text file, Org Plus
or Excel file, so with that selected we click Next.
| | 02:02 | Now it's a matter of finding it,
we'll click the Browse button.
| | 02:05 | We are going to go to our exercise
files here and we are going to go to
| | 02:09 | Chapter 4, give it a double-click and you'll find
NoObstaclesOrgData, select that and click Open.
| | 02:16 | Now it appears with its entire path in the field.
| | 02:19 | Down below the language is defaulting
to your computer selection of English
| | 02:24 | (United States) for me, we could change that if we
wanted to, I am going to leave it and click Next.
| | 02:29 | Now here is where it might take a moment
to pop up some options where we get to
| | 02:33 | choose the columns, otherwise known as
fields in our data file that contain the
| | 02:37 | information that defines the organization.
| | 02:41 | Notice the dropdowns, we have the Name, we also
have Reports_to, the Title, Department, etcetera.
| | 02:48 | These are all of the fields that appear
in the Excel file, so it's found them all.
| | 02:52 | they are actually columns in the Excel
spreadsheet and we get to choose what we
| | 02:56 | are actually going to throw into our diagram.
| | 02:59 | So we do definitely want the Name,
who they Report_to.
| | 03:02 | Notice there is a First name, which
is optional and in this case if we had
| | 03:07 | separate first names and last names, we
would be able to select it from a dropdown.
| | 03:12 | Our org chart data in the Excel file
itself contains both the first name and the
| | 03:16 | last name, so we're good to go.
| | 03:18 | All right let's click Next and you can see
the Data file columns that can be included.
| | 03:24 | So we already have name and title
over here on the right-hand side.
| | 03:27 | Do we want the Department as well?
| | 03:29 | Let's select it and click Add. Reports_to;
| | 03:33 | I don't think we really need that because
we'll see it in the diagram through connections.
| | 03:37 | Do we need the extensions showing up?
Not really, and we can reorder these as well.
| | 03:42 | Right now we see Name, Title and Department.
| | 03:45 | If you wanted to have Department,
move it up ahead of Title. I really think
| | 03:50 | though it should be Name, the Title and
then Department, so I am going to move
| | 03:54 | it back down and click Next.
| | 03:56 | All right, choose the column or fields
from your data file that you want to add to
| | 04:00 | the org chart shapes as Shape Data fields.
| | 04:03 | Notice if we go back, that we are
choosing columns from our data file that we
| | 04:08 | just simply want to display.
| | 04:10 | When we go to the next screen,
here it's what we want to add to the
| | 04:14 | Organization Chart shapes as Shape
Data fields. We are going to keep Name,
| | 04:19 | Title and Department.
| | 04:20 | All right, so we can import pictures if we have them.
Do we want to include pictures?
| | 04:26 | The default is not to include pictures in the org chart.
| | 04:29 | If we did have pictures for individuals,
we could locate the folder that contains them.
| | 04:34 | Keeping in mind that the name of the file,
let's say it's a JPEG, has to match
| | 04:39 | the name of the person in the Excel spreadsheet.
| | 04:43 | We don't really need pictures or have them right now;
we could do this after the fact if we wanted to.
| | 04:48 | So let's just leave it at
Don't include pictures and click Next.
| | 04:52 | All right so, at this point we have
the ability to choose how much of the
| | 04:55 | organization we want to display on
each page or let Visio take care of it.
| | 05:00 | I want the wizard to automatically break my
organization chart across pages if it's too big.
| | 05:05 | The name at the top of the page is Top
Executive by default but we can click the
| | 05:10 | drop down and select a specific name.
| | 05:12 | If we know that for example David Rivers
is the CEO, we can select that name.
| | 05:17 | Also we have checkboxes for hyperlinking
employee shapes across pages, so again
| | 05:21 | if it's too big to fit on a page, we
can see hyperlinks that take us to the
| | 05:26 | connection; I like that feature,
I am going to leave it on.
| | 05:30 | And Synchronize employee
shapes across pages as well.
| | 05:33 | So if we are editing the data and we
are editing any one side, it will be
| | 05:37 | synchronized to the other page as well.
We'll keep that selected and click Finish.
| | 05:42 | Now when we click Finish, it takes a
moment but then it actually creates a nice
| | 05:47 | looking org chart using some default settings.
| | 05:50 | Notice that we have a default look and
feel from our shapes, but we can change those.
| | 05:54 | As we move across these shapes,
we can experiment by clicking them,
| | 05:59 | takes a moment and we see it change.
| | 06:01 | Now it's actually overlapping into
a second page, I don't like that.
| | 06:05 | How about this curved one here,
different style, that one fits. Of course we
| | 06:10 | also have access to all of our design options
now and the themes, the variants,
| | 06:16 | all the things we've already talked
about can be applied at this point.
| | 06:19 | I just want to zoom in to make sure the
data is correct. I am going to click the
| | 06:23 | plus (+) sign a few times and
I can see here, sure enough.
| | 06:27 | There is David Rivers at the top the CEO,
part of the executive team. You can
| | 06:32 | see the department information is included.
| | 06:34 | Maybe we didn't need that but at any time;
| | 06:37 | we can go back and make changes if we want to.
| | 06:39 | Could start this whole process over by
importing data and leaving out any of the fields,
| | 06:43 | maybe we don't think need to appear.
| | 06:46 | Otherwise I think we have a
pretty good looking org chart.
| | 06:49 | We are able to get it done quickly
because we could connect to existing data
| | 06:53 | and import it into our diagram.
| | Collapse this transcript |
| Sharing diagrams using the cloud| 00:00 | In a previous movie, we learned how we
could save our diagrams to SkyDrive.
| | 00:05 | That gives us anywhere anytime access to our files.
| | 00:08 | It's also a great way to share with others
if you're going to be collaborating.
| | 00:12 | We are going to look at a couple of options
here in Visio 2013 for sharing your diagrams
| | 00:16 | if you want other people to view them
or even access them to make changes.
| | 00:21 | We are going to continue to work
with our Network0401 diagram.
| | 00:26 | Let's go up to File, click there,
and then go down to Share.
| | 00:30 | Now when you click Share, you'll notice
two options here, Invite People;
| | 00:34 | and with that selected, there are two steps involved.
| | 00:36 | The first step is to Save To the Cloud,
such as your SkyDrive location.
| | 00:41 | That's what's going to happen by default
when you click this button.
| | 00:44 | Then once it's saved, you will be able to share
your document, something you can do from
| | 00:48 | SkyDrive or from Windows Explorer.
We saw that in an earlier movie.
| | 00:53 | If we go to Email, you'll notice some
options for sending it as an Attachment.
| | 00:57 | Yes, you'll be sharing your diagram, but
you'll be sharing a copy of your diagram.
| | 01:01 | If you send it out to many people,
you're going to get many copies back
| | 01:05 | and then you will have to compile the changes.
It's not ideal, but it is a possibility.
| | 01:10 | The next option is to Send a Link.
If you have saved it to SkyDrive or
| | 01:15 | another web Server, such as Office 365,
we will take a look at that momentarily,
| | 01:20 | you'll then be able to send a link to
the file and then you will have everybody
| | 01:24 | working on the same file. They can even
work on the same file at the same time.
| | 01:28 | So our other options include sending
read-only copies as PDF or XPS documents.
| | 01:34 | We are going to talk about
Sharing by uploading to Office 365.
| | 01:39 | So when we do that, we go to Save As.
| | 01:42 | Now from Share, if we go to Invite People
and choose Save To Cloud, notice it
| | 01:47 | switches us to Save As automatically, and now
we have access to our SkyDrive if we wanted to.
| | 01:52 | We could browse folders, even create
folders on the fly, or we can go to Add a Place.
| | 01:58 | Now from here you can add another
SkyDrive location or Office 365 SharePoint.
| | 02:03 | If your company or you have an account,
you can click here and sign in directly
| | 02:09 | by entering your email address.
| | 02:11 | I am going to do that.
| | 02:19 | Clicking the Sign In button will
prompt you then for your Password.
| | 02:23 | Then you'll have an additional place over
here where you'll be able to actually save
| | 02:27 | to that location, and when you Save to
a web Server, such as Office 365,
| | 02:32 | you then can create those same kinds of
links that we saw with SkyDrive
| | 02:37 | and people who are on the network
will be able to access the file.
| | 02:40 | So I am not going to go through the
Sign In process. You'll need to have
| | 02:44 | an account anyways to follow along
with me, but I am going to flip over to
| | 02:48 | my Office 365 account. From here,
I can go to a Team site that I may
| | 02:52 | have created or go directly to Shared documents
by clicking the Shared documents link.
| | 02:57 | You can see I have already uploaded
Network0401 and it can be uploaded from here
| | 03:02 | or directly from Visio, as
you saw by adding this place.
| | 03:07 | Once you have this place in, you
will be able to do things like
| | 03:10 | make adjustments to the permissions
and who can access this and
| | 03:14 | what kind of access they'll have to it.
| | 03:16 | So for example, if I click the dropdown
next to the name of this file.
| | 03:20 | You can see I can go to the Properties
to View or Edit those properties.
| | 03:25 | I can check it out, so if you wanted to make
sure that only one person is working on
| | 03:28 | it at a time, you can do that by using checkout.
We can Manage Permissions from here as well.
| | 03:35 | You can see there are different
permissions set up, such as Contribute,
| | 03:39 | which allows people to go in and add to it.
We have Full Control, so anything that
| | 03:45 | I can do, anyone else with Full Control
would also be able to do with my diagram.
| | 03:50 | There is Enhanced, View Only, Read and Design.
| | 03:53 | You can see all the different types of
permissions. You have to get familiar
| | 03:58 | with Office 365 to really understand
these different options and applying them
| | 04:03 | to the different types of people
who might be accessing this file.
| | 04:07 | I am going to minimize this to go
back to Visio and click the Back button.
| | 04:12 | So just so you know there are many
more options than just simply saving to
| | 04:15 | SkyDrive, any web Server.
| | 04:17 | If you're on a Network at your company,
you can save to network locations where
| | 04:22 | multiple people can have access to the file
and they can even have access to the
| | 04:26 | same file at the same time if you want them to.
| | 04:29 | That's a great option, so that you
don't have to deal with copies by emailing
| | 04:33 | out attachments and getting them back.
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| Commenting on a diagram| 00:00 | Well now that we know we can share our
diagrams with other people in a number of
| | 00:04 | different fashions, it's good to know
we can collaborate on a diagram such as,
| | 00:09 | let's say a network diagram that
we're working with here Network0401.
| | 00:13 | If you prefer to make the changes yourself
you might consider sending out a
| | 00:17 | read-only version or permission and
getting comments back on changes that need
| | 00:22 | to be made, and then you can make them yourself.
| | 00:24 | So we're going to look at the commenting
functionality built into Visio 2013.
| | 00:28 | We're going to start with this diagram Network0401.
| | 00:31 | We're going to page 2 where we see our
Proposed Network for the fall of 2013.
| | 00:36 | Let's say we want to send this out to
one or more people and get their feedback.
| | 00:41 | Don't actually want them to make changes,
| | 00:43 | just get their feedback so we can choose
whether or not to make the changes ourselves.
| | 00:47 | In that case we go to the REVIEW tab
and you'll notice there is a Comments section.
| | 00:51 | We can add New Comments, we can
open up something called the Comments
| | 00:55 | pane and we can even doodle on
the diagram using Ink technology.
| | 00:59 | So let's just start with a New Comment.
| | 01:01 | I'm going to click New Comment
with nothing selected in my diagram.
| | 01:06 | That means it's a general comment and a tag
or a balloon appears in the top left-hand corner.
| | 01:11 | You'll also see your own account name
and an empty field where you're ready to
| | 01:15 | start typing in your comment. Let's type in
| | 01:18 | 'These are the proposed changes to the network.
Please add any other changes you'd like to see.'
| | 01:35 | There we go, when we press Enter we lock it in.
| | 01:38 | We now have some options here, we can
close up the comment using the Close button,
| | 01:41 | not to be confused with the X down
below for deleting the comment.
| | 01:45 | We want to leave it there before send
out to people, so let's just close it up.
| | 01:50 | If go to the Comments pane,
click the top half here.
| | 01:53 | It will open up the Comments pane down
the right-hand side where you'll see list
| | 01:57 | of any comment attached to this diagram.
| | 01:59 | There is our Page-2 comment, you can
who added it; when; a few seconds ago;
| | 02:04 | and there is the comment itself.
It can be deleted from here as well.
| | 02:07 | To move through the various comments
we also have navigation buttons
| | 02:11 | to go from one comment to another.
| | 02:13 | Now we only have one comment that's
been added. We're going to send it off to
| | 02:17 | people and get it back hopefully
with some additional comments.
| | 02:20 | We actually have one diagram
that has some additional comments.
| | 02:24 | We're going to open up from your Chapter4
folder of the exercise files, Network0405.
| | 02:31 | Again with the Comments pane you'll notice
that we have more then one comment.
| | 02:35 | There is the original comment from
David Rivers. Looks like there's something
| | 02:38 | that came back from someone else, Karen
Leslie. You can see that we have a
| | 02:43 | couple of comments down here.
We can navigate through these using our
| | 02:48 | Previous and Next. You can see there is
actually comments that have been added,
| | 02:52 | not just in response to our original,
but also added here to an actual
| | 02:59 | shape in our diagram and it's with
regard to, as you can see this Wireless
| | 03:04 | access point, some specifics.
| | 03:06 | Now if we wanted to we could
also highlight it with some Ink.
| | 03:10 | Let's go to Ink here, we have Ballpoint Pens,
Highlighters, we can erase any ink that we add.
| | 03:15 | I'm going to go with the Ballpoint Pen,
which is selected by default.
| | 03:20 | The Color, I'm going to change it to a bright color.
| | 03:23 | Let's go to a bright yellow. The Weight
or thickness can be adjusted as well.
| | 03:29 | I'm going to go to 5 points here.
I'm just going to circle that, there you go.
| | 03:34 | So you can see it's a way of commenting,
it just brings some attention.
| | 03:38 | This is not going to change the diagram
itself, its kind of on top of the diagram.
| | 03:42 | And just like any other comment, it's going
to show up as something that can be removed.
| | 03:47 | So if we were for example to close up
the Ink tools by clicking the Close button
| | 03:51 | here on the Ribbon. Make sure
our Pointer tool is still selected.
| | 03:55 | Notice we can click right on it. It takes us
back to the PENS tab that appears,
| | 04:00 | which is context-sensitive. We could convert
it to Text, to a Shape; we could adjust
| | 04:06 | the Color, the Weight; we could also use the
Stroke Eraser if we wanted to erase it that way.
| | 04:10 | Since we move on top of it, just
click once to delete it, it's gone.
| | 04:15 | It's erased, because it is a Stroke Eraser.
It's not something you need to rub across
| | 04:20 | the actual diagram, it's something that you can
click once on and the entire stroke will be erased.
| | 04:26 | All right so, we'll close up our Ink tools.
Go back to the REVIEW tab here.
| | 04:31 | With the Comments pane you'll notice
that there's a lower half dropdown that
| | 04:35 | you can click if you don't
like seeing those little balloons.
| | 04:39 | So we can click it. The tags disappear,
little balloon tags, and that gives you a
| | 04:44 | better look at your diagram. Its uncluttered.
Then you can go back to the dropdown
| | 04:47 | to reveal them, turns them back on.
| | 04:50 | Again we can click any one of them. There is
our original, there is the response, close it up.
| | 04:56 | You can see this little guy down here, we can click it.
| | 04:58 | Notice that that's just a comment that
was made by somebody, Karen Leslie, with
| | 05:02 | regards to the Wireless access point
and we can close it up.
| | 05:06 | When we're done and we make the changes,
again, we can delete directly from
| | 05:10 | the comment itself or we can go up
here to any one of these. I'm going to
| | 05:15 | click the response and delete it. I'm
going to click down below or just hover
| | 05:19 | down below on the one from Karen. I had made
the change or the acknowledgement for example.
| | 05:23 | I can delete this one, close up the Comments pane.
That's a quick look at commenting in Visio 2013.
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ConclusionNext steps| 00:00 | Congratulations you've reached the
end of Up and Running with Visio 2013.
| | 00:04 | You should now be feeling more comfortable
in your new Visio environment and
| | 00:08 | ready to create attractive and compelling diagrams.
| | 00:11 | If you haven't already installed Visio 2013,
this would be your next step.
| | 00:15 | At the time of this recording Microsoft
is offering a free 60 day trial of Visio 2013,
| | 00:20 | so you can take it for a test drive
to see if it's right for you.
| | 00:24 | But don't delay, it won't be available forever.
| | 00:27 | This is David Rivers saying thank you for watching.
I hope to see you again soon
| | 00:30 | in another title from lynda.com.
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