Embed Size (px)
Citation preview
Mr. David A. Edson, M.Arch., MCP, MVP Visibility.biz CTE / Director of Consulting Services [email protected]
Wendy McGill Visio Solution Specialist | Northwest District Office: 415-972-6574 [email protected]
Core Concepts and Solutions
Visio 2010
Tips and Techniques
Seminar Agenda
• 9:00-11:30 Visio 2010 Essentials Tips and Techniques
• 11:30-1:00 Lunch, roundtable discussion w/Dave
• 1:00-3:30 Visio 2010 Advanced Tips and Techniques
Visio 2010 Focus Areas
• Ease of Use
• Connect data to shapes
• Process Management, Sharepoint Workflow
• Visio Services for Sharepoint
Visio 2010 SKUs - New Features
Standard Professional Premium New Key Features B
usi
ness
D
iag
ram
s
New Ribbon UI & Dynamic Preview
Quick shape & Shape window
Auto Align & Space
Insert and Delete Shapes
Auto Size (Infinite Page)
Container Object
New Cross Functional Flowchart
Backstage
DWG Enhancement
Data
-
Dri
ven
Dia
gra
m
Data legend & New Data Graphics UI
Excel Services support
Visio Services
Pro
cess
Dia
gra
m Six Sigma / Compliance stencils
SharePoint Workflow Template
BPMN Template
Insert Subprocess
Structured Diagram Validation
Workflow Visualization
Step-up Step-up
Visio 2010 Process Investments
Experiences
Diagrams
Features
Ease of Use Structure SharePoint Integration
Basic
Flowchart
Cross-functional
Flowchart
SharePoint
Workflow BPMN
Foundation
Align & Space Containers SharePoint Workflow Validation
Insert & Delete Callouts Sub-process Repository
Change Direction Lists Visual Refresh Auto Page Size
Layout Structured Diagrams Drawing Surface
Incremental Layout
Layout Regions
Cross-functional Layout
Avoid Page Breaks
Flowchart Routing
AutoConnect
Dynamic Grid
Smooth Transitions
Display Level
NoQuickDrag
Container Management
Callout Management
List Management
Structured Diagram API
Connectivity API
Six Sigma
Data + Diagram Helps Address Information Overload
Data overlaid
on diagram
• Puts information in
context making it more
meaningful
• Identifies trends and
exceptions at a glance
• Enables quick and better
decisions
Visio 2010 diagrams can be connected to multiple data sources including Microsoft® Excel®, Access®, SQL Server®, SharePoint® Services, or any OLEDB (Object Linking and
Embedding Database) or ODBC (Open Database Connectivity) data source
Session Agenda
• The Visio 2010 Fluent UI (The Ribbon)
• Connected Diagrams
• Hierarchal Diagrams
• Scheduling Diagrams
• Publishing Diagrams
14
The Fluent UI (The Ribbon)
• File (Backstage Area)
• Home Tab
• Insert Tab
• Design Tab
• Data Tab
• Process Tab
• Review Tab
• View Tab
• Developer Tab (Available ONLY with “Run in Developer Mode” enabled)
• Quick Access Toolbar
15
File Tab (Backstage View)
16
Home Tab
17
Clipboard
Font
Paragraph
Tools
Shape
Arrange
Editing
Insert Tab
18
Pages
Illustrations
Diagram Parts
Links
Text
Design Tab
19
Page Setup
Themes
Backgrounds
Layout
Data Tab
20
External Data
Display Data
Show/Hide
Process Tab
21
Subprocess
Diagram Validation
SharePoint Workflow
Review Tab
22
Proofing
Language
Comments
Markup
Reports
View Tab
23
Views
Show
Zoom
Visual Aids
Window
Macros
Developer Tab
24
Code
Add-Ins
Controls
Shape Design
Stencil
Show/Hide
SDK Tools (only with Visio 2010 SDK Installed)
Quick Access Toolbar
25
DEMO The Fluent UI (The Ribbon)
Connected Diagrams
27
Connected Diagrams
• Methods of Connecting SmartShape® Symbols
• Point to Point (commonly used method)
• Shape to Shape (Dynamic) (Using the Dynamic Connector Tool)
• Shape to Shape (2007)
• Shape to Shape (2010) • Quick Pick at the Cursor
• Ordering Quick Pick SmartShapes on the Stencil
28
DEMO Methods of Connecting SmartShape
Symbols
Connected Diagrams
• Dynamic Connectors
• Right Angle Mode
• Straight Mode
• Curved Mode
• Adding and Bending Leg Segments
• Global Connector Changes (Design Tab)
30
DEMO Dynamic Connectors
Connected Diagrams
• Connection Points
• Adding
• Relocating
• Deleting
• Connection Point Behavior/Visibility
32
DEMO Connection Points
Connected Diagrams
• Laying Out SmartShape Symbols in
Connected Diagrams
• Inserting SmartShape Symbols
• Deleting SmartShape Symbols
• Auto-Align and Space (Home Tab)
• Re-Layout Page (Design Tab)
• The Infinite Canvas
34
DEMO Laying Out SmartShape Symbols in
Connected Diagrams
Connected Diagrams
• Containers and Subprocesses
• Containers
• Subprocesses
36
DEMO Containers and Subprocesses
Cross-Functional Flow Diagrams
38
Cross-Functional Flow Diagrams
• Adding Swimlanes
• Swimlane Styles
• Adding SmartShape Symbols to
Swimlanes
• Large Cross-Functional Process Flows
• Extended Page Diagrams
• Multi-Page Diagrams
39
Cross-Functional Flow Diagrams
• Adding Swimlanes
40
DEMO Adding Swimlanes
Cross-Functional Flow Diagrams
• Swimlane Styles
42
DEMO Swimlane Styles
Cross-Functional Flow Diagrams
• Adding SmartShape Symbols to
Swimlanes
44
DEMO Adding SmartShape Symbols to Swimlanes
Cross-Functional Flow Diagrams
• Large Cross-Functional Process Flows
• Extended Page Diagrams
• Multi-Page Diagrams
46
DEMO Large Cross-Functional Process Flows
Hierarchal Diagrams
48
Hierarchal Diagrams
• Brainstorming Diagrams
• Organizational Diagrams
• Pivot Diagrams
49
Hierarchal Diagrams
• Brainstorming Diagrams
50
DEMO Brainstorming Diagrams
Hierarchal Diagrams
• Organizational Diagrams
52
DEMO Organizational Diagrams
Hierarchal Diagrams
• Pivot Diagrams
54
DEMO Pivot Diagrams
56
• www.visibility.biz
• 17+ years of Visio expertise
• Consulting Services & Custom Visio Solutions
• Education for Visio Usage & Developer Training
• Additional Information: http://www.visibility.biz
• Sister company Milestone Consulting Group, Inc. provides
Consulting & Educational Services for Microsoft Project
and Project Server
visibility.bizvisibility.biz
www.milestoneconsultinggroup.com
Visibility.biz The visualization division of Milestone Consulting Group, Inc.
“Visualizing your Business”
Resources
• Visio 2007=>2010 Interactive Guides
• http://office.microsoft.com/en-us/outlook-help/learn-where-menu-and-toolbar-
commands-are-in-office-2010-HA101794130.aspx#_Toc256784678
• Visio 2010 Toolbox
• http://visiotoolbox.com/2010/
• BI, Visio Services, BPM demos
• http://visiotoolbox.com/2010/business-intelligence.aspx
• http://visiotoolbox.com/2010/visio-services.aspx
• http://visiotoolbox.com/2010/process-management.aspx
• Visio Services planning & deployment
• http://technet.microsoft.com/en-us/library/ee663482.aspx
• http://technet.microsoft.com/en-us/library/ee524059.aspx
• Visio Insights Product Team Blog
• http://blogs.msdn.com/b/visio/
• Visibility.biz
• http://www.visibility.biz
58
Downloadable Resources
• .PDF version of the Presentation Slides
• .PDF version of the 85+ page Tips &
Techniques Handout
Download & Install Visio 2010
Go to http://www.visiotoolbox.com
© 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be
registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date
of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a
commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of
this presentation.
MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS
PRESENTATION.
