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Visio Quick Tips

Visio Quick Tips

42mIntermediate2020-11-09

Authors

Scott Helmers

Scott Helmers

Partner with the Harvard Computing Group (HCG)

Course details

Want to work smarter in Visio, the popular diagramming software? Tune into this course to get quick answers to your most urgent Visio questions. Visio MVP Scott Helmers shares more than two dozen bite-sized tips for making the most of the software's tools and features. Discover how to efficiently work with shapes and text, including how to align and resize shapes, and how to add and reposition shape text. Get advice on how to move around in a diagram most effectively, make background pages for logos, and create PowerPoint slides from a diagram. Plus, get Scott's expert take on how to leverage the power of data in Visio.

Skills covered

DiagrammingQuick TipsBusiness Software and Tools

Concepts

0. Introduction

  • 01 - Visio quick tips

1. Working with Shapes

  • 02 - Restore a missing Shapes pane
  • 03 - AutoConnect and Quick Shapes
  • 04 - Dynamic grid - Position shapes on the page
  • 05 - Dynamic grid - Align and resize shapes
  • 06 - Duplicate shapes
  • 07 - Align and distribute shapes
  • 08 - Draw rectangles, squares, ellipses, and circles
  • 09 - Draw straight lines, arcs, and freeform lines
  • 10 - Organize shapes with containers
  • 11 - Work with swimlanes
  • 12 - Lines vs. dynamic connectors
  • 13 - Use static glue
  • 14 - Use dynamic glue

2. Working with Text

  • 15 - Add text to shapes
  • 16 - Move the text block to a new location
  • 17 - Best practices for text

3. Working with Pages

  • 18 - Top five pan and zoom shortcuts
  • 19 - Top four diagram navigation shortcuts
  • 20 - Create background pages for logos and graphics
  • 21 - Create background pages with borders and title blocks
  • 22 - Duplicate pages
  • 23 - Create PowerPoint slides from a Visio diagram
  • 24 - Temporarily suspend snap to grid

4. Leveraging Data

  • 25 - Find the Shape Data window
  • 26 - Utilize Shape Data fields
  • 27 - Run reports
  • 28 - Link to external data
  • 29 - Link data to shapes
  • 30 - Create shapes from external data
  • 31 - Update external data and refresh diagrams

Conclusion

  • 32 - Next steps

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