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MICROSOFT VISIO – AN INTRODUCTION
by Mike Martin
01/04/2004

 

We often provide hints, tips and “how to…” articles about the mainstream components of Microsoft’s Office suite of products.  However, we rarely stray into some of the other components of the suite – Powerpoint, Access, Frontpage and Visio.  This month, we provide a very brief introduction to Visio which we hope you will find informative, and perhaps encourage you to look closer at what is an excellent product.

Visio is a graphical drawing program that uses pre-defined shapes that can each be manipulated in many ways (enlarged, reduced, distorted in any direction etc.).  Some of the pre-defined shapes are 2-dimensional, with others being 3-dimensional in nature.  Each shape, and a plethora of different “connectors” has “smart connection points that can be made to “snap” to each other and “glued” in that position if you so wish. 

You can therefore construct complex shapes and diagrams and move elements around, with the connectors remaining attached to the components of the shape.  Any number of components within a created shape can also be “grouped” and moved or modified as a single shape, and then “ungrouped” when appropriate. 

When first launching Visio, you are asked to define the category of drawing you wish to create.  You can then select one of a number of sub-categories – see example screen-shot below (showing different types of Business Process sub-categories): 

This process results in the setting up of the workspace with the default set of templates (each one containing many pre-defined shapes relating to the selected type of drawing). 

The top-level of categories include the following:

Block diagram                       Map

Brainstorming                       Mechanical Engineering

Building plan                        Networking

Business Process                 Organisation Chart

Charts and Graphs               Process Engineering

Database                               Project Schedule

Electrical                                Engineering Software

Flowchart                              Web Diagram

The initial basic drawing page is blank, but with a pre-defined grid that is used to line up components of the drawing on the page.  This grid can be re-sized or switched off if you so wish.  Whether shapes are forced to “snap” to the grid can also be turned on or off.

Before beginning the drawing, you can specify the page size (this normally defaults to A4), margin sizes and any scaling (default is 100%).

Creating the basic drawing involves selecting appropriate shapes and connectors from the available templates and dragging and dropping them on to the page. They can then be enlarged or re-positioned at will.  Place-holders for text labels are provided for each shape.

As with other, more complex drawing packages, a drawing can consist of a number of “layers”, each one laid on top of the others.  This allows you to assign certain shapes to a specific layer.  For example, if you are creating a building plan, you can assign the building structure to one layer, the electrical and plumbing detail to a separate layer, and furniture to a third layer.  You can then edit, view or print layers separately.

Some of the more advanced features of Visio include the ability to:

·         Create organisation charts automatically from a database of names and titles (stored for example in an Excel spreadsheet)

·         Create a logical diagram from an existing web site, by analysing the structure of the site.

·         Create a logical diagram of a computer database by using a similar technique, or alternatively create a database from a logical diagram previously created in Visio.

There are also a myriad of customised shapes, templates and other sources of information at various locations on the Internet.  Some of these shapes and templates are free, whereas other, more complex ones are only available from the creator at a cost.

This is, of necessity a very brief introduction into the wealth of features available in this excellent software component of Office.  If you require more in-depth knowledge of Visio, please contact Alan Finch on 01224-697457 who can provide more help.

 
 

We wish to acknowledge with thanks that some of the material contained within this publication has been sourced from Computer Weekly.
 
May Day Consulting Limited and your Chamber of Commerce have endeavoured to ensure the accuracy of the information contained in this publication, but do not accept liability for any inaccuracy or omission contained within it.


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