[PDF] Introduction to Visio free tutorial for Beginners

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Learning Objectives After completing the instructions in this booklet, you will be able to: Use the Visio Interface and Ribbon to create and enhance your drawings Create drawings from templates and starter diagrams Drag and drop shapes from stencils onto your drawing window and connect the shapes in your drawing Modify the theme and style of your drawings, diagrams and charts Save and print all of your drawings.

Level : Beginners Created : October 3, Size : 1. Summary on tutorial Introduction to Visio Add text to shapes and connectors. Templates include stencils, shapes, and grid measurements to help you get started quickly and easily when making your diagram. Templates come with stencils that are full of the shapes needed to create a particular kind of drawing. The Home Plan template, for example, opens with stencils full of shapes such as walls, furniture, appliances, cabinets, and so on. The Organization Chart template includes distinct shapes for executives, managers, assistants, positions, consultants, vacancies, and more.

Some drawings require a special scale. For example, the Site Plan template opens with an engineering scale, where 1 inch represents 10 feet. Templates come ready with appropriate settings for the drawing type.

Some templates have unique features that you can find on special tabs in the ribbon. For example, when you open the Office Layout template, a Plan tab appears. You can use the Plan tab to configure display options that are specific to office layout diagrams. In some cases when you open a Visio template, a wizard helps you get started. For example, the Space Plan template opens with a wizard that helps you set up your space and room information.

Start the Visio app or open Visio on the web. Note: Haven't installed Visio yet? If you have Visio Plan 2, you can download and install the Visio desktop app.

Select the template you want, or select Basic Diagram to start from scratch. You can also browse for more templates by clicking Categories , and you can enter terms to search for templates. If you're using the desktop link, you may have to specify a specific type of that template and then select Create. To create your diagram, you drag shapes from the stencil in the Shapes window to the canvas and connect them. There are several ways to connect shapes, but the simplest way is with AutoConnect arrows.

Note: AutoConnect is available by default when your drawing is based on a template for a type that typically requires connections, like a flowchart. If do not see the AutoConnect arrows when you hover the mouse pointer over a shape, AutoConnect is not active. Visio shapes are ready-made objects that you drag onto your drawing page — they are the building blocks of your diagram.

When you drag a shape from the Shapes window onto your drawing page, the original shape remains on the stencil. That original is called a master shape. The shape that you put on your drawing is a copy — also called an instance — of that master.

You can drag as many instances of the same shape onto your drawing as you want. Instead of static pictures, you can create data-connected Visio diagrams that display data, are easy to refresh, and dramatically increase your productivity. You can use the wide variety of diagram templates and stencils in Visio to understand, act on, and share information about organizational systems, resources, and processes throughout your enterprise.

The round handle located above a selected shape is called a rotation handle. Drag it right or left to rotate the shape. The connection arrows help you easily connect shapes to one another, as you saw in the previous section.

You can use the square selection handles to change the height and width of your shape. Click and drag a selection handle on the corner of a shape to enlarge the shape without changing its proportions, or click and drag a selection handle on the side of a shape to make the shape taller or wider.

You can add data to each shape by typing it in the Shape Data window — on the View tab, in the Show group, click Task Panes , and then click Shape Data. With Visio Professional Edition, you can also import data from an external data source. Data is not displayed in the drawing by default.

If you want to display the data for lots of shapes at once, you can use a feature called data graphics, also on the Data tab.

The following illustration shows the data for two trees at once. Many Visio shapes have special behavior that you can find by stretching, right-clicking, or moving the yellow control handle on the shape. For example, you can stretch a People shape to show more people, or stretch the Growing flower shape to indicate growth.

Tip: A great way to find out what a shape can do is to right-click it to see if there are any special commands on its shortcut menu. The shapes automatically connect to show the hierarchy.

Hold your mouse over one of the arrows and a mini toolbar appears with the top four shapes in the Quick Shapes area. Select the shape you want and it'll automatically connect to the arrow you selected. You can also drag all your shapes onto the canvas. Then hold the mouse over a shape until the arrows appear. Then grab an arrow and drag it to a shape you want to connect to.

If you're using the Visio desktop app, you can also drag a new shape directly from the Shapes window to an existing shape's arrows and connect them automatically. Now it's time to add details to your diagram by adding text. For more details about working with text, see Add, edit, move, or rotate text on shapes and Add text to a page. Add text to a connector the same way. Click and drag it up, down, or beside the connector.

You should be comfortable navigating your way around the Windows OS Windows 7 or later. Visio is not available for the Mac. Visio Pro can be included as part of the Office suite or purchased standalone in Standard and Professional versions.