Visio 2003 Professional

for Windows

Quick Reference Solutions

VISIO TOOLBARS
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Toolbars can de displayed by clicking View: Toolbars
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then selecting one (or more) item(s) from the list

CREATING A DIAGRAM KEYBOARD SHORTCUTS

Opening a Template: File: New Choose Drawing Type... • Select a category from the Help: F1
left pane, under ‘Category’ • Under ‘Template’, click a template Note: If you don't know DEVELOPER TOOLS
which template to choose, click Block Diagram, then click the Basic Diagram template Macros: Alt+F8
(it opens the Basic Shapes stencil, containing rectangles, circles, triangles, arrows, etc.) Open Visual Basic Editor: Alt+F11
Adding Shapes to Diagram: Click+drag shapes from the template onto the diagram Close Visual Basic Editor: Alt+Q
• Resize shapes if necessary, by dragging the ƒ green handles DRAWING TOOLS
Arc Tool: Ctrl+7
Delete Shape From Diagram: Select a shape with the Pointer tool • Press [Delete]
Connection Point Tool: Ctrl+Shift+1
Copy a Shape: Hold down [Ctrl] and click+drag shape to desired location (on diagram) Crop Tool: Ctrl+Shift+2
Draw Shape Using Drawing Tools: Select any drawing tool, such as the Rectangle or Ellipse Tool: Ctrl+9
Ellipse tool • Click+drag on the drawing page to draw a shape Freeform Tool: Ctrl+5
Open Other Stencils: File: ShapesOpen Stencil... • Double-click a folder • Double- Line Tool: Ctrl+6
click a stencil • Select the desired shape from the list Pencil Tool: Ctrl+4
Pointer Tool: Ctrl+1
Save a File: File: Save As... or {Ctrl+S} to save • Select a directory and type the
Rectangle Tool: Ctrl+8
name of the diagram in the ‘File name:’ field • Click
Stamp Tool: Ctrl+Shift+3
Save as Read Only File: File: Save As... • Type a ‘File name:’ • Click the down arrow Text Block Tool: Ctrl+Shift+4
on the button and select Read only • Fill out file summary if desired Text Tool: Ctrl+2
• Click MENU COMMANDS
Align Shapes: F8
FORMATTING TEXT Bring to Front: Ctrl+Shift+F
Add Text to Connectors: Select the Pointer Tool, click the connector, type desired Duplicate: Ctrl+D
text • Visio automatically zooms in on the connector Note: To move text associated with Field: Ctrl+F9
a shape, double click over the text using select the Pointer Tool then click and drag to Fit Page in Window (width): Ctrl+W
desired location Flip Horizontally: Ctrl+H
Flip Vertically: Ctrl+J
Add Text Block to Page: Select the Text Tool • Click a position on the page • Type text
Format Fill: F3
Add Text to Shape: Select the Pointer Tool, double click the shape, then type Alternate Format Line: Shift+F3
Method: Select the Pointer Tool, click on the shape • Select the Text Tool • Type Format Text: F11
desired text Note: Visio automatically zooms in on the shape so you can see the text more Full Screen: F5
precisely as you type (or format) Go to Page: Shift+F4
Delete Text Block From a Page: Select the text, then press [Delete] Hyperlink: Ctrl+K
Delete Text From a Shape: Using the Pointer Tool, double-click the shape (to highlight Page Setup: Shift+F5
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the text), then press [Delete] Alternate Method: Select the Text Tool • Click the shape Redo: Ctrl+Y
• highlight the text you wish to delete • Press [Delete] Repeat: F4
Format Text: Click the text or shape that contains the text to format (to format all text the Rotate Left: Ctrl+L
same way, hold down the [Shift] key to click on multiple shapes with text • Format: A Text... Rotate Right: Ctrl+R
• In the Text dialog box, change text attributes as desired • Alternate Method: Save: Alt+Shift+F2
Highlight specific text • Click any of the formatting buttons, such as B Bold, I Italic, or U Send to Back: Ctrl+Shift+B
Underline, on the toolbar • If these buttons are not available, right-click the toolbar area, and Snap and Glue: Alt+F9
then on the shortcut menu, click Formatting Note: To show more text formatting buttons Toggle Glue: F9
to quickly format text, right-click the toolbar area, then click Format Text on the shortcut Toggle Snap: Shift+F9
menu and select desired styles to show in toolbar Undo: Ctrl+Z
Move Text Block: With the Pointer Tool, click the text • Place the Pointer tool over the PAN & ZOOM
center of the text • The pointer changes to a four-headed arrow (this visual cue signifies that Pan: Ctrl+Shift+Hold Right Mouse Button
the text is ready to be moved) • Drag the text to a desired location Note: Rotate text using Zoom In: Ctrl+Shift+Left Click
the • round green handle Zoom Out: Ctrl+Shift+Right Click
 MOVING SHAPES
Quick Reference Solutions
Move a Shape: Select the shape • Place the Pointer tool over the
center of the shape (the pointer changes to a four-headed arrow)
Note: This visual cue tells you the shape is ready to be moved • Drag
the shape, or press the arrow keys (on your keyboard) to move the
shape Tip: Use the grid on the drawing page to align and snap shapes
into position • Placing the Pointer tool over the center of a shape
isn’t necessary, however, it’s a good habit to develop, so you do not
drag a shape handle by mistake • If you drag a shape handle, you
will resize the shape instead of moving it • If you resize the shape by
mistake, you can undo your last action (Edit: Undo or Ctrl+Z)
Move a Shape Horizontally or Vertically: Hold down [Shift], as
you drag the shape up and down, or left and right, in a straight line
Move Multiple Shapes: Hold down [Shift] while you click each
shape Tip: If the shapes you want to move are all close together,
click a blank area of the drawing page (with the Pointer tool) and
drag to create a selection net encompassing all the shapes • Place
the Pointer tool over the center of any of the selected shapes • The
Pointer changes to a four-headed arrow, indicating the shapes are
ready to be moved • Drag the shapes, or use the arrow keys to move
the shapes
Nudge Selected Shape: Select a shape • Use the arrow keys
(on your keyboard) to nudge a shape up, down, left, or right
THE CONNECTOR TOOL
Add Connection Point: Select the shape you wish to add the connection
point to • Select the Connector Tool • Ctrl+click the selected shape
Delete Connection Point: Select the shape you wish to delete the
connection point from • Select the Connection Point Tool • Click the
connection point Note: It will turn magenta • Press [Delete]
Change Connection Point Type: Select the Connection Point tool
• Right-click the connection point Note: It will turn magenta • Choose
Inward, Outward, or Inward & Outward
Change Connection Point Angle: Tools: Options... then click ‘Advanced’
tab • Check the ‘Run in developer mode’ check box • Click
• Select the Connection Point Tool • Click the connection point
Note: It will turn magenta • Drag the arrow to the desired angle
Connect Shapes With The Connector Tool: Select the
Connector tool
Method A] Static (Point-to-Point) Glue: Drag from a connection
point on the 1st shape to a connection point on the 2nd shape
Note: The endpoints will turn red ƒ when shapes are connected
Method B] Dynamic (shape-to-shape) Glue: Position the
Connector tool over the center of the 1st shape Note: A red box will
appear around the shape • Click+drag to the center of the 2nd shape
• Release the mouse button when a red box appears around the 2nd
shape
Connect Shapes By Dragging Them Onto Page: Select the
Connector tool • Drag a shape from the stencil onto the drawing
page • With the 1st shape selected, drag a 2nd shape onto the page
• Shapes are connected automatically
Connect Shapes With Connector Shape From Stencil: Drag
connector shape from the stencil (if you don’t see one, use the
Connector Tool) • Drag connector’s begin point to the shape you’re
connecting from (parent shape) • Drag connector’s end point to the
shape you're connecting to (child shape) Note: Endpoints will turn red
when the connector is glued
Connect Several Shapes At Once: Select the shapes in the order you
wish to connect them Method A] Dynamic Connector: Click the
green stencil background to make sure you don’t have a different
connector shape selected Method B] To use a specific connector
shape, select it in the stencil • Shape: Connect Shapes
Switch Between Static & Dynamic Glue: Drag connector endpoint
away from the shape Method A] Drag the endpoint to one of the
shape’s connection points, to use static glue Method B] Drag endpoint
towards the center of the shape (until a box appears around the entire
shape), to use dynamic glue
THE PAN & ZOOM WINDOW
Using The Pan & Zoom Window: View: Pan & Zoom Window • In
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the Pan & Zoom window, drag around the area to magnify • Microsoft
Visio zooms in on the area of the drawing page Note: The area is
highlighted (by a red rectangle) in the Pan & Zoom window
Pan the Diagram: Drag the selected area in the Pan & Zoom window
Quickly Zoom Out: {Ctrl+W} to fit your diagram in the drawing window
Zoom In on Specific Area of Diagram: Hold down the {Ctrl+Shift}
keys (the Pointer tool changes to a Magnifying tool) • Click the mouse to
zoom in incrementally • You can also drag (a selection net) around the
shapes to zoom in on them • Release mouse button • Right-click to
zoom out Note: Specify magnification percentage by typing or selecting
a percentage in the Zoom box on the toolbar
Any use of any trade name, trademark or product of any other company in this Intelliguide is unintentional and inadvertent and any such use is not intended to convey endorsement or other affiliations with our product.
Intelliguides Inc. disclaims all liability for any damages, actual or consequential, howsoever caused, which may result from the application or misapplication of this material. Screen shot(s) in this product used by permission
from Microsoft Corporation. All Rights Reserved.
RESIZING SHAPES
Resize Shape: Visio shapes have ƒ green selection handles that you
can use to resize a shape • With the Pointer tool, click a shape and
drag one of these handles around, to increase or decrease the size of
the shape
Resize a Shape Proportionally: Place the Pointer tool over a
corner selection handle and click • The pointer changes to a two-
headed arrow, indicating the shape is ready to be resized • Click+drag
the handle to the desired size
Specify Exact Size of a Shape: Click View: Size & Position Window
• In the Size & Position window, enter the new measurements into the
appropriate fields
FORMATTING SHAPES
Change Appearance of Shape Using Control Handles: With the
Pointer tool, click the ¡ control handle on the shape and drag it • To find
out what a control handle does, read the Screen Tip that appears when
you pause the pointer over the control handle, or right-click a shape and
click Help on the shortcut menu Note: Control handles are used to
change the appearance of a shape • Every control handle does something
different (z rotate a shape, move the lines inside a shape, increase the
size of a pie chart slice, change the location of the text associated with
the shape)
Format 1-D Shape: A 1-D shape behaves like a line, it has endpoints
that you drag to resize the shape • Select the 1-D shape • Format:
Line..., to change the color, thickness, pattern, or ends Alternate
Method: Click any of the formatting buttons on the toolbar, such as
the Line Color button, the Line Weight button, or the Line Ends
button Note: To duplicate a shape after formatting it, click the shape,
and on the Edit menu, click Copy • On the Edit menu, click Paste
• To quickly copy a shape to a specific location, hold down the [Ctrl] key
while dragging the shape • Make sure to release the mouse button before
you release the [Ctrl] key, or the shape will move instead of being copied
Format 2-D Shape: A 2-D shape behaves like a rectangle, it has selection
handles that you can drag to resize the shape • Select the 2-D shape
(select multiple shapes by holding down the [Shift] key while you click
each shape or by dragging a selection net around the shapes) • Format:
Line..., to change the line color, thickness, or pattern • Format: Fill,
to change the fill color or pattern • Click any of the formatting buttons,
such as the Fill Color, on the toolbar • To show more formatting
buttons (so you can quickly format shapes), right-click the toolbar area,
then from the shortcut menu, check Format Shape
Format Shapes in Flowchart: To change the color of the Decision
shape, click it, click the Fill Color on the toolbar then choose the green
color • To change the line color in the Predefined process shape, click it,
click the Line Color button on the toolbar, then choose a gray color
• To decrease the distance between the inside lines of the predefined
process shape, click in the center of the shape and drag the control
handle on the shape • To adjust the curve of the Line-curve connector
shape, drag the control handle on the shape • To change the pattern of
the Line-curve connector shape, click the shape, click the Line Pattern
button on the toolbar, then select a dashed pattern
Use Format Painter to Copy All Formatting Attributes: Copy text, fill
and line attributes of one shape, to another • Click the shape whose
formatting you want to copy • Click the Format Painter tool icon
• Click another shape to format
WEB
Add Hyperlink to a Shape: Click the shape, Insert: Hyperlinks... or
{Ctrl+K} • In the Hyperlinks dialog box, in the Address box, type the
address of the link location • Click
Save Diagram as a Web Page: File: Save as Web Page... • In the
Save in: field, open the folder in which you want to save the file • In the
File name: field, type a name for the Web page file • To specify the title
that appears in the title bar when the page is displayed in a browser, click
[Change Title...] • In the ‘Set Page Title’ dialog box, type a title, and then
• Click [ Save] to open your Web browser and view the page
MICROSOFT OFFICE
Incorporate Diagram into Word Document: Select all the shapes in
your diagram (Edit: Select All or Ctrl+A) • Copy the shapes (Edit: Copy
or Ctrl+C) • Open Word, then open desired Word document • Click the
location in the document where you want to insert the diagram • Paste
the shapes into the document by clicking Edit: Paste or {Ctrl+V}
Modify the Diagram in the Word Document: In the Word document,
double-click the diagram • Microsoft Visio starts within Word (work with
your diagram as you normally would in Visio) • To exit Visio and return to
the document, click outside the diagram (somewhere in the Word
document) • Microsoft Visio closes and Word becomes the active program
Send Your Diagram Electronically Using Microsoft Outlook: In Visio,
click File: Send To ` Mail Recipient (as Attachment)...• Outlook starts and
automatically attaches your diagram to an e-mail • Specify recipient
• Type a message • Send the e-mail