Introduction xiiiWho this book is for xiiiThe Step by Step approach xiiiSidebar: Adapt procedure steps xivDownload the practice files xviEbook edition xviiiGet support and give feedback xixErrata and support xixWe want to hear from you xixStay in touch xixPart 1: Create Visio diagramsChapter 1: Get started with Visio 2016 3Identify the editions of Visio 2016 4Discover new features in Visio 2016 4Get started in Visio 2016 7Sidebar: Understand shapes, masters, stencils, and templates 8Explore the Backstage view 13The Info page 14The New page 16The Open page 17The Save command 17The Save As page 18The Print page 18The Share page 18The Export page 20The Close command 20The Account page 20The Visio Options dialog box 22Understand tool tabs and add-in tabs 23Use tool tabs 23Use add-in tabs 24Begin quickly by using starter diagrams 25Explore the drawing window 28Sidebar: How do I scroll through page name tabs? 32Manage the Shapes window 33Pan and zoom in the drawing window 37Skills review 41Practice tasks 42Chapter 2: Create diagrams 45Place shapes by using the Dynamic Grid 46Select shapes 51Copy, paste, and duplicate shapes 53Position shapes by using rulers and guides 55Use rulers to align and size shapes 56Use guides to align and size shapes 57Resize, reposition, and reorient shapes 60Use control handles 60Use the Size & Position window 62Connect shapes by using lines 65Sidebar: Create 2-D shapes by using the line tools 69Connect shapes by using dynamic connectors 70Connect to shapes that contain connection points 70Connect to shapes that do not contain connection points 72Change connector style and segmentation 74Sidebar: Identifying 1-D shapes and types of glue 76Use AutoConnect and Quick Shapes 77Use AutoAdd and AutoDelete 83Use AutoAdd 84Use AutoDelete 86Skills review 87Practice tasks 88Chapter 3: Manage text, shapes, and pages 95Manage shape text 96Add text to shapes 96Reposition and resize shape text 98Orient shape text 99Create and format text boxes 102Add ScreenTips and comments 104Insert pictures 109Replace shapes 111Group shapes 114Understand and use layers 116Manage pages 120Work with foreground pages 122Configure foreground pages 125Manage Auto Size 128Work with background pages and borders 130Skills review 134Practice tasks 135Chapter 4: Create business process diagrams 139Select a flowchart template 140Visio Standard 140Visio Professional 141Sidebar: Vertical or horizontal? 142Create flowcharts 142Sidebar: Dynamic or static glue? 146Understand swimlane diagrams 149Sidebar: Add-in tabs 150Build swimlane diagrams 152Understand BPMN 155Design BPMN diagrams 158Create subprocesses 164Skills review 167Practice tasks 168Chapter 5: Create organization charts 171Understand organization charts 172Review new features 172Use org chart templates 173Build organization charts manually 173Use existing data to create an organization chart 177Use the Organization Chart Wizard with new data 185Alter layout and appearance 187Change the layout 187Arrange shapes 189Change shape appearance 191Sidebar: The names keep changing! 193Work with pictures 195Apply themes 197Import photographs as you create organization charts 198Skills review 201Practice tasks 202Chapter 6: Add style, color, and themes 205Align and space shapes 206Align shapes 206Sidebar: What's in front? 207Space and orient shapes 209Align and space shapes automatically 211Understand theme concepts 213Sidebar: Hand-drawn themes 215Apply themes and variants 216Choose themes and variants 216Customize themes and variants 219Use effects and Quick Styles 221Highlight shapes by using effects 222Embellish shapes by using Quick Styles 225Apply solid, gradient, and pattern fills 227Apply line colors and patterns 230Use the Format Painter 233Skills review 234Practice tasks 235Chapter 7: Create network and datacenter diagrams 239Build basic network diagrams 240Build detailed network diagrams 242Use 3-D equipment shapes 244Sidebar: Where can I find more network shapes? 246Create rack diagrams 247Sidebar: What is a scaled drawing? 252Change the drawing scale 255Sidebar: Enhance your network diagrams 259Run computer and network reports 260Skills review 261Practice tasks 262Part 2: Add data to your diagramsChapter 8: Work with shape data 267Understand shape data 268View shape data 269Sidebar: Another way to view shape data 272Sidebar: Finding the Shape Data window 274Edit shape data 275Modify shape data field attributes 279View shape data field attributes 279Change shape data field attributes 281Define shape data fields 283Insert fields 284Run predefined reports 286Create or modify reports 291Skills review 296Practice tasks 297Chapter 9: Visualize your data 301Enhance diagram effectiveness 302View network and datacenter performance 302Improve processes 304Manage casino operations 305Manage employee performance 305Assess risks 306Create data graphics 308Apply data graphics 313Edit data graphics 316Create data graphic legends 319Skills review 320Practice tasks 321Chapter 10: Link to external data 325Understand data linking 326Use Quick Import 327Use Custom Import 330Link your diagram to data 330Link data to your shapes 333Manage linked data 339Identify links 339Change column settings 339Unlink data from shapes and diagrams 340Use data graphic options for linked data 341Refresh linked data 344Skills review 346Practice tasks 347Part 3: Enhance and share diagramsChapter 11: Add and use hyperlinks 353Follow hyperlinks 354Enhance diagrams by adding hyperlinks 355Open the Hyperlinks dialog box 355Link to another Visio page 356Sidebar: What is a shape name? Where do I find it? 358Link to a website 360Link to a document 361Link to a specific location in a document 362Edit and delete existing hyperlinks 364Add multiple hyperlinks 365Understand relative and absolute hyperlinks 365Set the hyperlink base 370Skills review 372Practice tasks 373Chapter 12: Print, reuse, and share diagrams 375Preview and print drawings 376Remove personal information 380Sidebar: What is Information Rights Management? 384Create graphics 386Save drawings in other file formats 390Create templates 394Sidebar: Where do I store custom templates? 395Share diagrams by using the Visio Viewer 397Publish diagrams to the web 398View web-published diagrams 398Set publishing options 404Sidebar: What's in a Visio-generated website and where is it stored? 410Skills review 411Practice tasks 412Chapter 13: Add structure to your diagrams 415Understand containers, lists, and callouts 416Compare groups and containers 417Organize shapes by using containers 423Use containers 424Format containers 426Sidebar: On the border 428Organize shapes by using lists 430Add shapes to lists 431Format and size lists 434Find containers and lists in Visio 434Explore swimlanes 435Build wireframes 437Insert data graphic legends 439Annotate shapes by using callouts 440Skills review 444Practice tasks 445Chapter 14: Validate diagrams 447Understand Visio rules 448Validate flowcharts and swimlane diagrams 449Validate flowcharts 449Validate swimlane diagrams 454Validate BPMN diagrams 456Reuse existing validation rule sets 457List the rules in a rule set 458Create new validation rules 458Skills review 460Practice tasks 461Chapter 15: Collaborate and publish diagrams 463Understand Visio Services in SharePoint 464Store diagrams in SharePoint 466View diagrams by using a web browser 469Refresh diagrams saved in SharePoint 471Collaborate on diagrams 476Comment on diagrams 477Coauthor diagrams 483Skills review 489Practice tasks 490Appendix A: Look behind the curtain 493Appendix B: Keyboard shortcuts for Visio 515Glossary 525Index 535About the author 555
Scott A. Helmers is a Microsoft Most Valuable Professional (MVP) for Microsoft Visio and is the primary Visio expert at Experts-Exchange.com. He has helped companies create custom Visio add-ins to enhance organizational efficiency and employee productivity, and has taught thousands of people how to use technology more effectively.He is Vice President of Product Planning and Support at the Harvard Computing Group, a software and consulting firm that helps clients understand and implement business process solutions. Scott is a co-inventor of TaskMap (www.taskmap.com), a Visio add-in that anyone can use to document and improve all of the important aspects of any business process.Scott has worked with clients in Afghanistan, Egypt, India, Ireland, Jordan, Malaysia, Saudi Arabia, Singapore, Canada, and the United States on projects involving knowledge management, specification of new IT systems, process mapping and redesign, and technology training. In addition, he has been an Adjunct Professor at both Northeastern University and Boston University.Scott is the author of three previous books: Microsoft Visio 2013 Step by Step (Microsoft Press, 2013), Microsoft Visio 2010 Step by Step (Microsoft Press, 2011), and Data Communications: A Beginner's Guide to Concepts and Technology (Prentice-Hall, 1989). He also contributed Chapter 9, "Visio and Visio Services," to Business Intelligence in Microsoft SharePoint 2013 by Norm Warren, Mariano Neto, Stacia Misner, Ivan Sanders, and Scott Helmers (Microsoft Press, 2013). Information about Scott's books is available at www.VisioStepByStep.com.When not working or spending time with his family in Andover, Massachusetts, Scott can usually be found on his bicycle or working with a local community theater company.