A beginner's guide to Visio
There are many kinds of Visio diagrams, including organization charts, network diagrams, workflows, and home or office plans. But you use the same three basic steps to create nearly all of them:
Choose and open a template.
Drag and connect shapes.
Add text to shapes.
As an example, let’s create a flowchart diagram.
Step 1: Choose and open a template
Click Categories, and then click Flowchart.
Click Basic Flowchart, and then click Create.
Each template includes shapes related to the type of drawing, in collections called stencils. Stencils are in the Shapes window beside the drawing page. For example, one of the stencils that opens with the Basic Flowchart template is Basic Flowchart Shapes.
Step 2: Drag and connect shapes
To create your diagram, drag shapes from the stencil onto the blank page and connect them to one another. There are several ways to connect shapes, but for now use AutoConnect. For example, just a few clicks connects a flowchart Start/End shape to a new Process shape.
Drag the Start/End shape from the Basic Flowchart Shapes stencil onto the drawing page, and then release the mouse button.
Hold the pointer over the shape so that the blue AutoConnect arrows show.
Move your pointer on top of the blue arrow that points toward where you want to place the second shape.
A mini toolbar appears that contains shapes from the top of the stencil.
Click the square Process shape.
The Process shape is added to the diagram, automatically connected to the Start/End shape.
If the shape you want to add isn’t on the mini toolbar, you can drag the shape you want from the Shapes window and drop it on a blue arrow. The new shape is connected to the first shape as if you had clicked it on the mini toolbar.
Use the AutoConnect arrows also to connect two shapes already in your drawing. Drag an AutoConnect arrow from one shape and drop it on another shape. You get an arrow from the first shape to the second.
Step 3: Add text to shapes
Click the shape and start typing. You don’t need to double-click to add text to a shape; when you type, text is added to whichever shape is selected.
When you finish typing, click on a blank area of the drawing page or press ESC.
You can add text to almost any object – even connectors – by selecting it and typing.
What are Visio shapes, stencils, and templates?
Visio shapes are ready-made objects that you drag onto your drawing page — they are the building blocks of your diagram.
When you drag a shape from the Shapes window onto your drawing page, the original shape remains on the stencil. That original is called a master shape. The shape that you put on your drawing is a copy — also called an instance — of that master. You can drag as many instances of the same shape onto your drawing as you want.
Rotating and resizing shapes
The most common things that people do with shapes involve features that are built right into the shapes. Visual cues help you find and use those features quickly:
The round handle located above a selected shape is called a rotation handle. Drag it right or left to rotate the shape.
Connection arrows for AutoConnect
The connection arrows help you easily connect shapes to one another, as you saw in the previous section.
Selection handles for resizing shapes
You can use the square selection handles to change the height and width of your shape. Click and drag a selection handle on the corner of a shape to enlarge the shape without changing its proportions, or click and drag a selection handle on the side of a shape to make the shape taller or wider.
Special features of Visio shapes
Visio shapes are much more than simple images or symbols.
Shapes can hold data
You can add data to each shape by typing it in the Shape Data window – on the View tab, in the Show group, click Task Panes, and then click Shape Data. With Visio Professional Edition, you can also import data from an external data source.
Data is not displayed in the drawing by default. To see the data for an individual shape, open the Shape Data window at Data > Show/Hide > Shape Data Window, then select the shape.
If you want to display the data for lots of shapes at once, you can use a feature called data graphics, also on the Data tab. The following illustration shows the data for two trees at once.
Shapes with special behavior
Many Visio shapes have special behavior that you can find by stretching, right-clicking, or moving the yellow control handle on the shape.
For example, you can stretch a People shape to show more people, or stretch the Growing flower shape to indicate growth.
If you’re building an organization chart, shapes can automatically build the reporting structure. Drag each person’s shape to the chart and drop it on top of their manager’s shape. The shapes automatically connect to show the hierarchy.
Visio stencils hold collections of shapes. The shapes in each stencil have something in common. The shapes can be a collection of shapes that you need to create a particular kind of diagram, or several different versions of the same shape.
For example, the Basic Flowchart Shapes stencil contains only common flowchart shapes. More specialized flowchart shapes are in other stencils, such as the Work Flow Objects and TQM Diagram Shapes.
Stencils appear in the Shapes window, with the title bars grouped together at the top of the window. To see the shapes on a particular stencil, click its title bar. If there are a lot of stencils in the template, the title bar area will have a scroll bar and some title bars will be hidden; scroll to find them all. You can also expand the title bar area by dragging the bottom divider bar down, so all the title bars are visible.
Open any Visio stencil
Each template opens with the stencils that you need to create a particular kind of drawing, but you can open other stencils any time you want.
In the Shapes window, click More Shapes, point to the category that you want, and then click the name of the stencil that you want to use.
When you want to create a diagram, start with a template for that type of diagram (or the nearest type if there isn’t an exact match – you can always change the settings to be what you want). Visio templates help you start with the right settings:
Stencils full of the shapes that are needed to create a particular kind of drawing
The Home Plan template, for example, opens with stencils full of shapes such as walls, furniture, appliances, cabinets, and so on.
The Organization Chart template includes distinct shapes for executives, managers, assistants, positions, consultants, vacancies, and more.
Appropriate grid size and ruler measurements
Some drawings require a special scale. For example, the Site Plan template opens with an engineering scale, where 1 inch represents 10 feet. Templates come ready with appropriate settings for the drawing type.
Some templates have unique features that you can find on special tabs in the ribbon. For example, when you open the Office Layout template, a Plan tab appears. You can use the Plan tab to configure display options that are specific to office layout diagrams.
Wizards to help you with special types of drawings
In some cases when you open a Visio template, a wizard helps you get started. For example, the Space Plan template opens with a wizard that helps you set up your space and room information.
View examples of templates
To find out what templates are available:
Click the File tab.
Click the various template categories, and then click the template thumbnails to see short descriptions of the templates.