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Here are some basic tasks that you can do to help you learn how to use Microsoft Visio 2010.
In this article
What is Visio?
Data-connected Visio diagrams
Web drawings with Visio Services
Find and apply a template
Create a new diagram
Open a diagram
Save a diagram
Add a shape
Add a connector between two shapes
Add text to shapes or to the page
Add text to a shape
Add text to the page
Add data to a shape
Connect data sources to shapes
Format your diagram
Print your diagram
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What is Visio?
Visio 2010 is a graphical and drawing application that helps you to visualize, explore, and communicate complex
information. With Visio, you can transform complicated text and tables that are hard to understand into Visio
diagrams that communicate information at a glance.
Visio provides modern shapes and templates for a diverse set of diagramming needs, including IT management,
process modeling, building and architecture, UI design, human-resource management, project management, and
more.
Access Services is not supported for data linking in Visio Web drawings.
In addition, by connecting your web diagrams to a refreshable source file, viewers can see real-time data within the
shapes, giving them an accurate and up-to-date picture.
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To find a template on Office.com, under Other Ways to Get Started, click Office.com templates, select
the template that you want, and then click Download to download the template from Office.com to your
computer.
NOTE You can also search for templates on Office.com from within Visio. To search for templates on Office.com,
under Other Ways to Get Started, click Office.com templates. In the Search Office.com for templates box, type
one or more search terms, and then click the arrow button to search.
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2. Click New.
3. Under Choose a Template, below Other Ways to Get Started, click Blank drawing.
4. Click Create.
When the diagram template opens, most of the space is taken up with a blank diagramming page. Along the side is
the Shapes window, which contains several stencils full of shapes.
The stencils are identified by title bars at the top of the Shapes window; you might need to scroll the title bar pane to
see them all. When you click a stencil title bar, the shapes appear in the pane below.
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Open a diagram
1. Click the File tab, and then click Open.
2. In the left pane of the Open dialog box, click the drive or folder that contains the drawing.
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3. In the right pane of the Open dialog box, open the folder that contains the drawing that you want.
4. Click the drawing and then click Open.
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Save a diagram
You can save your diagram as a standard Visio file that you can share with other people who have Visio. In addition,
there are many different formats that you can save your diagram in directly from the Save As dialog box.
1. Click the File tab.
2. Click Save As, and then select a format in the Save as type list.
The different formats are useful for different ways of using or sharing your diagram.
Standard image file
Web page in HTM format. Image files and other resource files are saved in a subfolder of the location where
you save the HTM file.
PDF or XPS file
AutoCAD drawing
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Add a shape
1. From the Shapes window, click and hold the shape that you want.
2. Drag the shape onto the diagram page.
For more information about how to add shapes, see Use the Shapes window to organize and find shapes and Find
more shapes and stencils.
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The Analyze shape is placed on the bottom AutoConnect arrow on the Service Request shape.
3. Move the second shape down over the AutoConnect arrow that points in the direction that you want, and
drop it on the arrow.
The Analyze shape is spaced a standard distance from the Service Request shape, and is connected
automatically.
To connect two shapes that are already on the page, do the following:
1. Hold the pointer over one of the shapes that you want to connect.
2. When the AutoConnect arrows appear, move the pointer over an arrow that is pointing toward the other
shape that you want to connect to.
3. Click and hold the AutoConnect arrow, and then drag a connector from it to the center of the other shape.
When the arrow is over the center of the other shape, a red border appears around the shape. Drop the
connector to attach it, or "glue" it, to the shape.
For more information about how to connect shapes, see Connect shapes by using AutoConnect or the Connector
tool.
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If you want the property to accept text (like a persons name) as the type of data, select String.
6. In the Value box, type the value of the data that you want.
7. Click OK.
8. Right-click the shape again, point to Data, and this time click Shape Data.
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The Shape Data window opens and displays all the data that has been defined for the shape. If all of the shapes have
specific information, you can leave the Shape Data window open and click the shapes you are interested in to see the
data that they contain.
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4. Click the title text. The entire border is selected, but if you start typing it changes the default title text.
5. Enter the title that you want.
6. To edit other text in the border, first select the entire border, and then click the text you want to change and
start typing.
To apply a unified color scheme and other formatting effects, do the following:
1. On the Design tab, in the Themes group, hold your pointer over the various themes. A preview of the theme
shows up on the page.
To see other available themes, click More
Applies To: Visio 2010, Visio Premium 2010, Visio Standard 2010
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