Learn tips and tricks for using the software more effectively. Join Visio MVP Scott Helmers as he demonstrates how to create custom tabs, groups, and buttons on the Visio ribbon.
- [Instructor] The mechanics of customizing the ribbon in Visio are no different than in any other program in the Microsoft Office Suite. Consequently, our focus here is to provide Visio specific customization tips. One of the first things I generally suggest to anyone who is or who wants to be a more serious Visio user is to turn on the Developer tab. You'll learn about the functions available on this tab in another video in this course, but it's easy to enable it. Right-click anywhere in the ribbon, choose Customize the Ribbon, and then in the right side of that panel add a check mark in front of the word Developer and click OK.
Now you'll see that the Developer tab is available. Regardless whether you choose to activate the Developer tab, you can still customize the Visio ribbon. As an example, my goal at the moment is to create a custom tab with several buttons for functions that I use frequently. I'm going to click File, Options, and then select Customize Ribbon. This brings me to the same place, so there are two ways to get to the same options dialog. Now click New Tab and select the tab, click Rename and let's call this tab Scott, click OK.
Let's rename the group within that tab as well. Notice that you can also select an icon to associate with that group if you choose. Click OK, click OK again, and we now have a tab called Scott with nothing on it. Let's right-click, customize the ribbon again and let's add some functions to our new tab. On the left side, you see popular commands and here is a list of all the popular commands. Let's add the Bold button to my Useful Tools group.
So I'll click Add, the Bold button is now there. From the dropdown on the left, I'm going to choose Main Tabs, this shows me all the normally appearing tabs. So some of the functions you may choose to add to your custom tab are things that appear on other tabs, but you just want to put them all in one place. In this case, I'm going to go to the Review tab, choose Reports, and the Shape Reports button. I'm going to add that button to my Useful Tools group.
Also in the Main Tabs, I'm going to choose Developer, Shape Design and Protection, click Add. Back to the dropdown list on the left, I'm going to choose Commands Not in the Ribbon. Now this is a really cool list, you can see all kinds of commands, things that you can do in Visio that do not currently appear on any of the tabs in the ribbon. I'm going to choose a command called Center Drawing, click Add.
Also in this list of commands not in the ribbon, I'm going to scroll down to Reverse Ends and click Add. Let's click OK and now my tab has my buttons on it. Let's use a couple of them. The Center Drawing command is kind of cool. If I look at my drawing now, the part of my flow chart that exists is in the upper left corner. One click on Center Drawing and my entire drawing is centered both vertically and horizontally on the screen.
Let's zoom in a couple of times, notice that this arrow that I've just click on is pointing the wrong way. The Reverse Ends button solves that problem. If I want to run reports, one click and I can see the Shape Reports. If I type text, select the shape, click the Bold button, exactly as if I went back to the Home tab, but I don't have to go back to the Home tab. And finally the protection button allows me to adjust the properties and protect certain things like the width and height of the shape.
So now this shape is locked, I cannot make it taller or wider. The customizations in this video are all about saving time and becoming more efficient while using Visio. Because there's so much cool creative stuff you can do in Visio, why not take a few minutes to set up the ribbon to do your bidding?
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- Decoding Visio versions and editions
- Setting Visio options
- Navigating like a pro
- Taking advantage of hyperlinks
- Managing text on shapes
- Annotating diagrams with comments and callouts
- Inserting text display fields
- Working more efficiently
- Mastering Visio keyboard shortcuts
- Aligning and sizing shapes on a page
- Managing connectors and connection points
- Copying, pasting, and duplicating shapes