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COPYRIGHT 2011 Axzo Press. All rights reserved. No part of this work may be reproduced, transcribed, or used in any form or by any meansgraphic, electronic, or mechanical, including photocopying, recording, taping, Web distribution, or information storage and retrieval systemswithout the prior written permission of the publisher. For more information, go to www.axzopress.com.
Trademarks
ILT Series is a trademark of Axzo Press. Some of the product names and company names used in this book have been used for identification purposes only and may be trademarks or registered trademarks of their respective manufacturers and sellers.
Disclaimer
We reserve the right to revise this publication and make changes from time to time in its content without notice. ISBN 10: 1-4260-2058-9 ISBN 13: 978-1-4260-2058-2 Printed in the United States of America 1 2 3 4 5 GL 06 05 04 03
Contents
Introduction
Topic A: Topic B: Topic C: Topic D:
iii
About the manual............................................................................... iv Setting student expectations .............................................................. ix Classroom setup.................................................................................xii Support.............................................................................................. xiv
1-1
Topic A: Layers ............................................................................................... 1-2 Topic B: Drawing scales................................................................................. 1-11 Topic C: Displaying shape dimensions .......................................................... 1-28 Unit summary: Creating technical layouts ...................................................... 1-35
2-1
Topic A: Custom themes ................................................................................. 2-2 Topic B: Custom templates ............................................................................ 2-10 Unit summary: Custom themes and templates ................................................ 2-13
3-1
Topic A: Special drawing operations............................................................... 3-2 Topic B: Shape behaviors ................................................................................ 3-9 Topic C: Custom stencils................................................................................ 3-13 Unit summary: Custom shapes and stencils .................................................... 3-30
4-1
Topic A: Block, tree, and onion diagrams ....................................................... 4-2 Topic B: Flowcharts ....................................................................................... 4-10 Topic C: Organization charts.......................................................................... 4-20 Topic D: Project management diagrams ......................................................... 4-27 Topic E: Web site maps.................................................................................. 4-38 Unit summary: Business diagrams and Web site mapping ............................. 4-48
5-1
Topic A: Integration with Microsoft Word...................................................... 5-2 Topic B: Integration with PowerPoint ............................................................ 5-10 Topic C: Integration with Microsoft Outlook................................................. 5-15 Topic D: Working with Web-enabling features.............................................. 5-24 Unit summary: Integrating Visio with other programs ................................... 5-30
6-1
Topic A: Documenting software systems ........................................................ 6-2 Topic B: Database model diagrams ................................................................. 6-8 Unit summary: Software and database diagrams ............................................ 6-16
Course summary
S-1
Topic A: Course summary ............................................................................... S-2 Topic B: Continued learning after class .......................................................... S-3
ii
Glossary Index
G-1 I-1
iii
Introduction
description, course objectives, and a skills inventory to properly set students expectations for the course.
C Set up a classroom to teach this course. D Get support for setting up and teaching this
course.
iv
Manual components
The manuals contain these major components: Table of contents Introduction Units Course summary Glossary Index Each element is described below. Table of contents The table of contents acts as a learning roadmap for you and the students. Introduction The introduction contains information about our training philosophy and our manual components, features, and conventions. It contains target student, prerequisite, objective, and setup information for the specific course. Finally, the introduction contains support information.
Introduction Units
Units are the largest structural component of the actual course content. A unit begins with a title page that lists objectives for each major subdivision, or topic, within the unit. Within each topic, conceptual and explanatory information alternates with hands-on activities. Units conclude with a summary comprising one paragraph for each topic, and an independent practice activity that gives students an opportunity to practice the skills theyve learned. The conceptual information takes the form of text paragraphs, exhibits, lists, and tables. The activities are structured in two columns, one telling students what to do, the other providing explanations, descriptions, and graphics. Throughout a unit, instructor notes are found in the left margin. Course summary This section provides a text summary of the entire course. It is useful for providing closure at the end of the course. The course summary also indicates the next course in this series, if there is one, and lists additional resources students might find useful as they continue to learn about the software. Glossary The glossary provides definitions for all of the key terms used in this course. Index The index at the end of this manual makes it easy for you and your students to find information about a particular software component, feature, or concept.
vi
Manual conventions
Weve tried to keep the number of elements and the types of formatting to a minimum in the manuals. We think this aids in clarity and makes the manuals more classically elegant looking. But there are some conventions and icons you should know about.
Instructor note/icon
Item
Description
In conceptual text, indicates a new term or feature. In unit summaries, indicates a key term or concept. In an independent practice activity, indicates an explicit item that you select, choose, or type. Indicates code or syntax. In the hands-on activities, any code thats too long to fit on a single line is divided into segments by one or more continuation characters (). This code should be entered as a continuous string of text. In the left margin, provide tips, hints, and warnings for the instructor.
Instructor notes.
In the left column of hands-on activities, bold sans-serif text indicates an explicit item that you select, choose, or type. Indicate a key on the keyboard you must press. Warnings prepare instructors for potential classroom management problems. Tips give extra information the instructor can share with students. Setup notes provide a realistic business context for instructors to share with students, or indicate additional setup steps required for the current activity. Projector notes indicate that there is a PowerPoint slide for the adjacent content.
Keycaps like e
Warning icon.
Tip icon.
Setup icon.
Projector icon.
Introduction
vii
Hands-on activities
The hands-on activities are the most important parts of our manuals. They are divided into two primary columns. The Heres how column gives short directions to the students. The Heres why column provides explanations, graphics, and clarifications. To the left, instructor notes provide tips, warnings, setups, and other information for the instructor only. Heres a sample: Do it!
A-1:
Heres how
Take the time to make sure your students understand this worksheet. Well be here a while.
1 Open Sales
For these activities, we have provided a collection of data files designed to help students learn each skill in a real-world business context. As students work through the activities, they will modify and update these files. Of course, students might make a mistake and therefore want to re-key the activity starting from scratch. To make it easy to start over, students will rename each data file at the end of the first activity in which the file is modified. Our convention for renaming files is to add the word My to the beginning of the file name. In the above activity, for example, students are using a file called Sales for the first time. At the end of this activity, they would save the file as My sales, thus leaving the Sales file unchanged. If students make mistakes, they can start over using the original Sales file. In some activities, however, it might not be practical to rename the data file. Such exceptions are indicated with an instructor note. If students want to retry one of these activities, you will need to provide a fresh copy of the original data file.
viii
PowerPoint presentations
Each unit in this course has an accompanying PowerPoint presentation. These slide shows are designed to support your classroom instruction while providing students with a visual focus. Each presentation begins with a list of unit objectives and ends with a unit summary slide. We strongly recommend that you run these presentations from the instructors station as you teach this course. A copy of PowerPoint Viewer is included, so it is not necessary to have PowerPoint installed on your computer. The ILT Series PowerPoint add-in The CD also contains a PowerPoint add-in that enables you to create slide notes for the class. To load the PowerPoint add-in: 1 Copy the Course_ILT.ppa file to a convenient location on your hard drive. 2 Start PowerPoint. 3 Choose Tools, Macro, Security to open the Security dialog box. On the Security Level tab, select Medium (if necessary), and then click OK. 4 Choose Tools, Add-Ins to open the Add-Ins dialog box. Then, click Add New. 5 Browse to and double-click the Course_ILT.ppa file, and then click OK. A message box will appear, warning you that macros can contain viruses. 6 Click Enable Macros. The Course_ILT add-in should now appear in the Available Add-Ins list (in the Add-Ins dialog box). The x in front of Course_ILT indicates that the add-in is loaded. 7 Click Close to close the Add-Ins dialog box. After you complete this procedure, a new toolbar will be available at the top of the PowerPoint window. This toolbar contains a single button labeled Create SlideNotes. Click this button to generate slide-notes files in both text (.txt) and Excel (.xls) format. By default, these files will be saved to the folder that contains the presentation. If the PowerPoint file is on a CD-ROM or in some other location to which the slide-notes files cannot be saved, you will be prompted to save the presentation to your hard drive and try again.
Introduction
ix
Course prerequisites
Students taking this course should be familiar with personal computers and the use of a keyboard and a mouse. Furthermore, this course assumes that students have completed the following courses or have equivalent experience: Windows 7: Basic, Windows XP: Basic, or Windows Vista: Basic Visio Professional 2010: Basic
Target student
Students taking this course should have basic knowledge of Visio Professional 2010. Students will get the most out of the course if their goal is to become proficient in creating technical and business diagrams; creating custom shapes, behaviors, stencils and templates; and integrating Visio with other Office applications.
Course objectives
You should share these overall course objectives with your students at the beginning of the day. This will give the students an idea about what to expect, and it will help you identify students who might be misplaced. Students are considered misplaced when they lack the prerequisite knowledge or when they already know most of the subject matter to be covered. After completing this course, students will know how to: Create, assign, and customize layers; modify a drawing scale; and add and modify dimension lines. Use themes to quickly format charts and diagrams; create themes; create and apply styles; create templates; and create drawings based on custom templates. Enable developer mode, create complex shapes, apply behaviors to shapes, protect a shape, create master shapes and custom stencils, and define custom default actions and master shape properties. Create block diagrams, flowcharts, organization charts, and project management diagrams, and generate a Web site map. Integrate Visio drawings with other Office programs, such as Microsoft Word, Microsoft PowerPoint, and Microsoft Outlook; and work with Web-enabling features such as hyperlinks. Create program-window prototypes and system diagrams; create database model diagrams; and reverse engineer a table from a database.
Skills inventory
Use the following form to gauge students skill levels entering the class (students have copies in the introductions of their student manuals). For each skill listed, have students rate their familiarity from 1 to 5, with 5 being the most familiar. Emphasize that this is not a test. Rather, it is intended to provide students with an idea of where theyre starting from at the beginning of class. If a student is wholly unfamiliar with all the skills, he or she might not be ready for the class. A student who seems to understand all of the skills, on the other hand, might need to move on to the next course in the series.
Skill Creating and assigning layers Customizing layers Adding custom shapes to a layer Customizing the drawing scale Manually adding and adjusting shapes to scale Changing the size and position settings of a shape Duplicating shapes Adding and adjusting dimension lines Setting display units Calculating and displaying the area of a room Applying theme colors and effects Creating custom themes Creating and applying custom templates Enabling developer mode Creating complex shapes Applying shape behaviors Protecting a shape Creating custom master shapes Working with ShapeSheets Creating custom default actions Setting master shape properties Creating and saving custom stencils 1 2 3 4 5
Introduction
Skill Creating block diagrams Creating workflow diagrams Creating cross-functional flowcharts Comparing organization charts Creating an organization chart by importing data Creating timelines Creating PERT charts Creating Gantt charts Generating Web site maps Generating a report of Web site links Embedding a Visio drawing in a Word document Using drag-and-drop between applications Inserting drawings in PowerPoint Linking PowerPoint presentations to Visio drawings Creating calendars Importing calendar data from Outlook Linking a Visio drawing to a Word document Converting drawings to Web pages Creating a prototype of a program window Drawing system diagrams Creating database model diagrams Using the Reverse Engineer Wizard 1 2 3 4
xi
5
xii
Hardware requirements
Each students personal computer should have: A keyboard and a mouse A 500 MHz processor (or higher) At least 256 MB RAM At least 1.5 GB of available hard disk space A CD-ROM or DVD drive An SVGA monitor (1024768 or higher resolution)
Software requirements
You will need the following software: Windows 7, Windows XP, or Windows Vista, updated with the most recent service packs Note: This course was written using Windows 7. If you use another version of Windows, the screens will look different. Microsoft Visio Professional 2010 Microsoft Office 2010 (specifically Word, Excel, PowerPoint, and Outlook)
Network requirements
The following network components and connectivity are also required for this course: Internet access, for the following purposes: Downloading the latest critical updates and service packs Downloading the student data files from www.axzopress.com (if necessary)
Introduction
xiii
xiv
Topic D: Support
Your success is our primary concern. If you need help setting up this class or teaching a particular unit, topic, or activity, please dont hesitate to get in touch with us.
Contacting us
Please contact us through our Web site, www.axzopress.com. You will need to provide the name of the course, and be as specific as possible about the kind of help you need.
Instructors tools
Our Web site provides several instructors tools for each course, including course outlines and answers to frequently asked questions. To download these files, go to www.axzopress.com. Then, under Downloads, click Instructor-Led Training and browse our subject categories.
11
scale, add and adjust shapes, change the size and position of shapes, and duplicate shapes.
C Add and adjust dimension lines, set display
12
Topic A: Layers
Explanation In Visio, layers are like clear drawing sheets placed on top of one another, merging to produce an image, as illustrated in Exhibit 1-1. Layers provide additional control over elements in a drawing; for example, you can control which elements of a drawing to view or print. You can also use layers to group related types of shapes.
Exhibit 1-1: An example of layers in a Visio drawing By using layers, you can: Divide complex drawings into sets of related shapes. Show the progression of a drawing over time. Control property reports for all shapes on a layer. Create and manage custom properties for shapes. Print a selected set of shapes from a drawing. Prevent accidental mistakes by locking layers youre not working on.
13
Exhibit 1-2: The Layer Properties dialog box The following table describes the columns in the Layer Properties dialog box.
Column # Visible Print Active Description Displays the number of shapes assigned to a layer. Toggles the visibility of a layer in the drawing. If the column is cleared, objects on that layer will not be visible. Toggles whether a layer prints or not. If the column is cleared, objects on the layer will not print, even if they are shown in the drawing. Toggles whether a layer is active or inactive. If a layer is active (checked), any new shapes that do not have a predefined layer assignment will automatically be assigned to the active layer when you add the shapes to the page. Protects shapes on a layer so that they cannot be selected or edited. A locked layer cannot be an active layer. Toggles whether other shapes can snap to shapes assigned to the layer. Toggles whether other shapes can be glued to shapes assigned to the layer. Specifies a layer color. When this option is checked, you can select a color from the Layer color list and set the transparency of the color.
14
Visio 2010: Advanced Creating a layer To create a layer, open the Layer Properties dialog box and click New. Then type a name for the layer, and click OK. When you create a layer, its added only to the current page, rather than every page in the file. Assigning shapes to a layer Master shapes inserted from a stencil are automatically assigned to a layer when theyre placed in a drawing. Even if you open stencils that are not included with a template, Visio creates layers as you add shapes. For example, if you begin with an organization chart template, the shapes in the organization chart stencil will have an assigned layer. If you open a flowchart stencil, the shapes in it will be assigned to another set of layers. This helps you to organize shapes and layers with minimal effort. Unlike master shapes, any shapes you create with a drawing tool or import as an image file are not assigned to a layer. To manually assign a shape to a layer, first select the shape. Then, on the Home tab, click Layers and choose Assign to Layer. This opens the Layer dialog box, in which you can select the layer you want to assign to the shape.
Do it!
A-1:
The files for this activity are in student data folder Unit 1\Topic A.
Heres how
Outlander Spices is opening a new office in Orlando. Youll create a floor plan for the new office.
1 Start Microsoft Visio 2010 2 Maximize the Visio window 3 Open Floorplan.vsd
Save the file as My Floorplan 4 On the Home tab, in the Editing group, click Choose Layer Properties
To open the Layer Properties dialog box, which shows the layers in the drawing. The Visible, Print, Snap, and Glue properties are checked for most layers, indicating that these settings are active for those layers. To open the New Layer dialog box. The new layer appears in the dialog box. By default, the Visible, Print, Snap, and Glue properties are assigned to this new layer. To close the Layer Properties dialog box.
5 Click New
Tell students they might need to scroll down a little to see the new layer in the list.
Click OK
15
This object was created with a drawing tool and is therefore not automatically placed on a layer. Youll assign it to the new layer you created.
Click OK 9 Switch to the SecondFloor page 10 Open the Layer Properties dialog box Click Cancel 11 Select the Quick Shapes stencil Scroll to the bottom of the stencil 12 Drag a Wall shape onto the page 13 Open the Layer Properties dialog box
(Under Walls, Doors and Windows.) You can place the shape anywhere on the page. Two layers are shown. Click the SecondFloor tab at the bottom of the drawing. (Click Layers and choose Layer Properties.) There are currently no layers on this page. To close the Layer Properties dialog box.
When shapes are placed in a drawing from a stencil, layers are added automatically. The Building Envelope layer is part of this template and contains the structural elements.
16
Customizing layers
Explanation After you add a layer to a drawing, you can define its properties to control how the layer functions. You might want to lock a layer to prevent modifications to it. For example, while working with an office layout, you might lock the floor plan layer while working on the electrical outlets layer. When you lock a layer, it cant be edited or even selected. Layer size Layer size is measured by the number of shapes on the layer, not by its physical dimensions. If the size of a layer is zero, then you might consider deleting it because there are no shapes assigned to it. You can remove these layers by checking the Remove unreferenced layers check box in the Layer Properties dialog box. Layer color When you work with complex drawings, it might be difficult to distinguish between objects. You can assign a color to a layer so that all objects on the layer share that color. For example, you might assign a color to the network and connector layers to help distinguish network cables from walls and floors. Do it!
A-2:
Heres how
1 Switch to the FirstFloor page
2 Open the Layer Properties dialog box 3 Scroll down to the Network layer
The Network layer is not set to Visible, so the objects on this layer are not shown in the drawing. To make the shapes on the Network layer visible in the drawing. The computers in the Technical Support area are now shown on the page. (You might have to move the dialog box to see the changes.) In the Layer Properties dialog box, scroll up and check Visible for the Connector layer. To show the connector shapes connecting the servers to the workstations. Scroll down. With the layer locked, you wont be able to edit or even select the shapes assigned to the Title Block layer. This prevents inadvertent edits as you work on other layers.
Click Apply
5 Make the Connector Layer visible Click Apply 6 View the Title Block layer 7 Check the Lock box for Title Block
Click OK
Creating technical layouts 8 Select the Title Block 9 Open the Layer Properties dialog box 10 Observe the # column
17
If students can select it, either the shape was not properly placed on the layer or they locked the wrong layer.
(At the bottom of the page.) You cant select it because its locked, so it cant be modified.
To see the number of shapes on each layer. Some layers do not contain any shapes. To manage your drawing, you can remove layers with no shapes.
11 Check Remove
unreferenced layers
(In the lower-left side of the dialog box.) To remove all layers that do not contain any shapes. Unreferenced layers are created when a master shape is added to a drawing and then removed. To apply the changes. Layers that do not contain any shapes are removed from the list. The default color of the layer is gray. Selecting the Color option assigns a color to a layer. When you add shapes to the layer, the shapes will automatically take on the assigned color. To give the computers in the Technical Support area a bright blue color. Check Color for the layer and select color 02 from the Layer color list. To close the dialog box and view the result.
From the Layer color list, select 04 13 Give the Connector layer a bright red color Click OK 14 Save your changes
18
19
A-3:
Heres how
1 Open the Layer Properties dialog box 2 For the Network layer, check
Active
Click OK
If its not selected, tell students to select it.
3 In the Tools group, verify that the Rectangle tool is selected 4 Draw a small rectangle in the topright corner of the floor plan
Press g
If a shape belongs to multiple layers, and one of these layers has the Color property active, the shapes Color property is ignored.
To deselect the rectangle. The rectangle is blue, which indicates that its on the Network layer. (Use the Fill list in the Shape group.) The color of the rectangle does not change. As long as the shape is a member of the Network layer, it will remain blue.
Delete the rectangle 6 Open the Layer Properties dialog box 7 Create a layer named Addition 8 Activate the Color property for the Addition layer and set the color to 09 9 Make the Addition layer active 10 Make the Network layer inactive Click OK 11 Activate the Cubicles stencil
Click the stencil title bar. (In the empty area.) Click the New button, type Addition in the Layer name box, and click OK. To make the layer green.
Check the Active box for the Addition layer. Clear the Active box for the Network layer.
Point out that the shape is not green because its a master shape, and is not automatically assigned to the active layer.
12 Drag the Cube workstation shape to the right side of the page
110
Use the Shift key. To open the Layer dialog box. The cubicle shapes were automatically added to the Furniture layer, based on their preset values. To assign the selected shapes to the Addition layer. In this example, the Addition layer can be used to show how the floor plan would change as the result of a remodeling project. By hiding this layer and then displaying it, you see the proposed changes. To remove the cubicle shapes from the default Furniture layer. To assign the cubicle shapes to the Addition layer. The cubicles are green, indicating they are on the Addition layer. (Clear Visible for the Network layer.)
16 Check Addition
17 Clear Furniture Click OK Deselect the cubicles 18 In the Layer Properties dialog box, hide the networking shapes 19 Hide the shapes on the Connector layer Click OK 20 Save and close the file
111
Exhibit 1-4: The Drawing Scale tab in the Page Setup dialog box To set a drawing scale: 1 On the Design tab, click the dialog box launcher in the Page Setup group. 2 Click the Drawing Scale tab. 3 Change the settings as needed and click OK.
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Visio 2010: Advanced The following table describes the options on the Drawing Scale tab.
Option No scale (1:1) Pre-defined scale Description If selected, the drawing will not be scaled. Provides selection options for common drawing scales, such as architectural, metric, or engineering scales. Allows you to specify custom scale ratios. Shows the actual size of the page or area when used with a drawing scale.
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B-1:
The files for this activity are in student data folder Unit 1\Topic B.
Heres how
1 Open New floorplan.vsd Save the file as My New
floorplan
Youll change the drawing scale for the SecondFloor page so that the plan is visible in greater detail.
Tell students that their numbers might be different but the increments are the same.
(You might see different numbers, but they are shown in five-foot increments.) Youll set the rulers to use a different scale.
In the Page Setup group, click the dialog box launcher Click the Drawing Scale tab and observe the page size 4 Under Pre-defined scale, verify that Architectural is selected 5 Under Pre-defined scale, from the second list, select 1/4" = 1'0" 6 Observe the new page size
(In the lower-right corner of the command group.) To open the Page Setup dialog box. The current page size is 96 ft. 6 in. 68 ft.
To set a scale that adheres to the industry standard for a building plan. To customize the scale so that 1/4 inch in the drawing is equivalent to one foot in actual measurement.
By increasing the scales size, you reduce the area and the page size by half.
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Visio 2010: Advanced 8 Switch to the FirstFloor page 9 Copy one of the green cubicle shapes Observe the status bar 10 Switch to the SecondFloor page 11 Paste the shape
Shapes automatically adjust to the current scale. Because the SecondFloor page uses a different scale, the shape appears twice as large. The actual size, 8ft 8ft, remains the same. Youll change the drawing scale for the page and observe the effect on the drawing. In the Page Setup group, click the dialog box launcher. The current page size is 98 ft 68 ft. Youll copy a shape from this page. Select it and press Ctrl+C.
(On the left side, under the Shapes window.) To see that the size of the cubicle is 8ft 8ft.
Observe the status bar 12 Switch to the FirstFloor page 13 Open the Page Setup dialog box Click the Drawing Scale tab and observe the page size 14 Under Architectural, select
1/4" = 1'0"
Click OK
The shapes are now too large for the page. Because you changed the scale, the shapes overflow the page boundaries. You need to keep the original page size.
The drawing now fits the page with the new scale. (To the right of the Zoom slider.) To fit the page to the current window size.
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Do it!
B-2:
Heres how
1 Open the Page Setup dialog box Click the Drawing Scale tab 2 Under Architectural, select
1/8" = 1'0"
Youll change the page settings to show the entire drawing on the screen. (Scroll up in the list.) To return to the original scale for the drawing.
When you select 1/8" = 1'0" from the list, the page size increases.
Click OK 4 In the Shapes window, scroll down in the stencil list Select the Walls, Shell and Structure stencil 5 Drag an Exterior wall shape to the top-left corner of the page
To apply the page settings and close the Page Setup dialog box.
6 Press and hold s Drag the right handle to the right to approximately 92 feet Release s 7 Use the arrow keys to center the wall shape on the page
Youll make the wall longer. To resize the wall. The length appears above the shape as you drag it.
(If necessary.)
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Visio 2010: Advanced 8 Drag another Exterior wall shape onto a blank area of the page
Youll enclose the items in the drawing within exterior walls.
Hold down the Shift key so that the axis for the wall is straight.
Tell students they will reposition the wall in a later activity.
10 Glue the wall to the left end of the top wall, as shown
When you move the pointer close to the wall, a red glue handle appears.
Hold down Shift, drag the lower handle downward, and release Shift.
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Shape properties
Explanation You can modify a shape by setting its properties in either the Shape Data dialog box, shown in Exhibit 1-5, or the Shape Data window, shown in Exhibit 1-6. Shape properties include data about a shape, and you can set them to control a shapes appearance. The properties vary depending on the shape you select. To open the Shape Data dialog box, right-click a shape on the page and choose Properties.
Exhibit 1-5: A wall shapes properties in the Shape Data dialog box To open the Shape Data window: Select a shape and then, on the Data tab, check Shape Data Window. Right-click a shape and choose Data, Shape Data.
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Do it!
B-3:
Heres how
1 Drag another Exterior wall shape onto the page 2 Rotate it vertically and glue it to the right end of the top wall
If the Shape Data window is not automatically docked to the left side of the drawing area, tell students to dock it there.
To open the Shape Data window, docked to the left side of the drawing area. (If the window is not docked, drag it to the lower-left side of the drawing area until it snaps to it.) To turn on AutoHide. Now, when you arent using the window, it will collapse to the left side of the drawing area.
6 Select the top horizontal wall Hold down c Drag downward 7 Glue the new wall to the bottom ends of the two vertical walls 8 Save your changes
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Precision techniques
Explanation When youre drawing to scale, its important to create precise shapes. The rulers and grid can guide you as you insert shapes in a drawing. You can also set shape properties, specify size and position settings, and reset rulers to help you create precise shapes. Size and position settings To change the size and position settings of a shape, you can use the Size & Position window, shown in Exhibit 1-7. To open the Size & Position window, click the View tab. Then, in the Show group, click Task Panes and choose Size & Position.
Exhibit 1-7: The Size & Position window The following table describes the options in the Size & Position window.
Option Begin X Begin Y End X End Y Length Angle Height Determines The starting point along the horizontal (top) ruler. The starting point along the vertical (left) ruler. The ending point along the horizontal ruler. The ending point along the vertical ruler. The length of the selected shape. The angle of the selected shape. The height of the selected shape.
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Visio 2010: Advanced Adjusting door and window shapes You can adjust some shapes, such as window and door shapes, by dragging their yellow control handles. For example, you can set a door shape to appear more open or closed, as shown in Exhibit 1-8.
Drag the control handle to adjust the amount a door is open
Exhibit 1-8: Using control handles to adjust a shape Reverse commands You can reverse a window or door shape so that it opens in or out of a room, or from the right or left. To adjust doors and windows, use the Reverse commands as follows: Right-click a door or window shape and choose Reverse In/Out Opening. Right-click a door or window shape and choose Reverse Left/Right Opening. Resetting ruler origins By default, the rulers originsthe zero pointsare set to the bottom and left ends of the page. You can move these as needed if, for example, you want to start measuring objects from the walls and not from the edges of the page.
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B-4:
Heres how
1 Click the View tab In the Visual Aids group, click the dialog box launcher Check Shape intersections Click OK
The numbers on the rulers shown here might be different.
To make it easier to reset the rulers at the intersection of the exterior walls.
Youll set both horizontal and vertical rulers to zero so that they start from the walls in your drawing, rather than the page boundaries.
3 Hold c
Be sure students drag the guides to the inside of the walls.
Release c
The ruler measurements now start at the inside of the walls. All shape position measurements will now be relative to the inside edges of the external walls, rather than from the edges of the page. Be sure to use a Wall shape and not an Exterior wall shape. To activate the list for this setting. (You can also click the value box.) The center of the wall will be its reference point.
4 Drag a Wall shape to a blank area of the page 5 In the Shape Data window, click
Wall justification
From the list, select Centered 6 Click the View tab In the Show group, click Task
Panes
To open the Size & Position window. The window shows values for the placement of the selected wall shape.
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Visio 2010: Advanced 7 Turn on AutoHide for the Size & Position window 8 Change the values in the window as shown
To move the wall into place just below the leftmost set of cubicles. As you fill in each option, the shape adjusts to the new setting.
12 Zoom in on the cubicles 13 Drag a Door shape onto the page and place it as shown
(From the Walls, Shell and Structure stencil.) After you release the mouse button, the handles will appear. You want the door to swing out of the room, instead of into it.
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The door now opens out of instead of into the room. You also want the door to swing open to the left instead of the right.
124
B-5:
Heres how
Remind students where this button is located, if necessary. Scroll Lock must be off so that nudging will work as expected.
1 Click
(You can also hold down the arrow key to move the wall.) When you move the wall, the top and bottom walls shorten automatically.
4 Resize the bottom interior wall to glue it to the left external wall
5 Zoom in on the cubicles 6 Add a Window shape to the top exterior wall
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The window should be docked on the left side of the work area. Gluing the walls of adjacent offices to the Edge helps maintain consistency in wall lengths when you make duplicates. To collapse the Shape Data window.
The exterior walls will not be included in the selection. Youll make a copy of this office to create an Accounting office.
10 Hold c Drag the selection to duplicate it Move the office above the conference room, as shown
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You can also use the Rotation handle to rotate the room as shown.
You can use the arrow keys to nudge the shape into position.
Press g
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Hold c
Tell students that a ScreenTip should appear indicating that the wall will be glued to the connection points.
To create the text label, select the Text tool on the Home tab.
15 Complete the Conference Room by adding a wall, a door, and four windows, as shown
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Dimension shapes
You can use dimension shapes to specify the dimensions of another shape. When you glue a dimension shape to an existing shape, the dimension data changes if the shape size changes. To add a dimension to a shape: Right-click the shape and choose Add a Dimension. (This option is not available for all shapes.) Drag a dimension shape from a Dimensioning stencil (such as the Dimensioning-Architectural stencil) and glue it to a shape on the page. You can apply formatting to a dimension lines and labels just as you would for a shape. For example, you can change the font and font size of a dimension label, or change the color and weight of a dimension line color.
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C-1:
The files for this activity are in student data folder Unit 1\Topic C.
Heres how
1 Open Final plan.vsd Save the file as My Final plan 2 Right-click the top external wall Choose Add a Dimension 3 Add a dimension to the left external wall
Tell students not to drag from the yellow diamond because that will only move the text label.
A label appears outside the wall, showing the dimension of the wall in feet. Right-click the wall and choose Add a Dimension.
Dont drag from the yellow control handle; that will move the text label rather than the dimension line.
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(Drag upward from the top resize handle.) Notice that the dimension label automatically changes to reflect the new wall size. To display formatting options. Youll format the dimension text.
Under Standard Colors, select the bright red color 7 Save your changes
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Exhibit 1-9: The Shape Data dialog box, showing options for a dimension line The following table describes the dimension line options in the Shape Data dialog box.
Option Length Precision Units Specifies The length of the dimension line. The number of decimal places to use in the dimension text. The unit of measurement. By using this option, you can set one lines measurement to display in feet and anothers to display in different unit of measurement. Whether or not the units of measurement are displayed. For a diagram that is not drawn to scale, you should select Dont Show Units and then manually enter the measurement and unit of measurement for the line.
Units display
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Do it!
C-2:
Heres how
1 Verify that the Accounting office wall dimension line is selected 2 Right-click the dimension and choose Precision & Units 3 From the Units list, select
Inches
Click OK 4 Right-click the line again and choose Extension Lines 5 From the Extension Lines list, select Neither Click OK
Tell students that they can create a dimension-line style and apply it to all dimension lines for consistency. Tell them that the Set As Page Default command does not apply text formatting.
To convert the current units to inches. Youll set the appearance of extension lines, located at the ends of the dimension line. This will remove both beginning and ending extension lines. To close the dialog box. This will apply all of the precision settings to the other dimension lines on this page. Notice that the units for the other dimension lines have changed to inches. This command does not apply text formatting changes, however.
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Area measurements
Explanation Area measurements provide the total number of square feet in a room or a closed shape, such as a rectangle. The easiest way to calculate the area of a space and insert it in a drawing is to use the Space shape. The Space shape is a unique shape that automatically resizes to the size of an enclosed area in a drawing. You can then display the area in a room and apply color to it if necessary. The Space shape is in the Walls, Shell and Structure stencil. If you use the shape before creating a layout, you can resize the shape and then convert it to walls. When you convert the shape to walls, the adjacent walls will not merge into one wall. In other words, there will be two walls side-by-side when you place two rooms next to each other. After placing the shape, you can use it to automatically recalculate the area after you add other structural elements to the room.
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Do it!
C-3:
Heres how
1 Select the Walls, Shell and Structure stencil 2 Scroll up to view the office in the top-left corner 3 Drag a Space shape onto the topleft office
Be sure that the pointer is inside the boundaries of the room before you release the mouse button. If you dont, the rooms area will not be calculated accurately. The shape adjusts to the size of the room, and the area is calculated.
4 Right-click the Space shape and choose Auto Size 5 Right-click the shaded area Choose Properties 6 Press d Click OK 7 Drag the top yellow handle down 8 Calculate and display the area of the Accounting office Delete the default Office text Move the area text to an open area of the office 9 Save and close the file
To open the Shape Data dialog box. To delete the default text. Youll display only the square footage.
So that the square footage text is in an open area of the shape. Drag a Space shape into the Accounting office.
Right-click the Space shape and choose Properties, delete the text, and click OK. If necessary.
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Topic B
Topic C
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Review questions
1 What are two reasons for using layers?
Answers might include:
Divide complex drawings into sets of related shapes. Show the progression of a drawing over time. Control property reports for all shapes on a layer. Create and manage custom properties for shapes. Print a selected set of shapes from a drawing. Prevent making inadvertent changes to certain areas of a drawing while you work.
2 How are master shapes assigned to a layer?
They are assigned automatically when they are added to a page.
3 How are shapes that are created with a drawing tool assigned to layers?
You need to assign layers to these shapes manually. To do so, first select the shape. Then, on the Home tab, click Layers and choose Assign to Layer.
5 Which of the following shapes provides the easiest way to calculate the area of a space and insert it in a drawing?
A
Space shape