manual de visio

8/13/2019 Manual de visio

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Introduction to Microsoft Visio Page 1


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Introduction

Hello, and welcome to this Introduction to Microsoft Visiotraining guide. Thisguide was created for the adult learner who would like to learn the basics of Mi-crosoft Visio, has at least some computer skills, and has previous Microsoft Officeexperience.

How to Use This Training Guide

This guide has been created to provide the students with a base of informationwhich will be expanded upon in the training sessions. Along with the informationand steps, graphic are included to maintain a visual connection to the ideas beingcovered, which comes in handy if you do not have a computer running MicrosoftVisio in front of you.

As you cover the training guide, perform the work AND explain the information.Having the ideas explained, and seeing the instructor perform the tasks providesthe students a better learning process.

On the bottom of the pages, you will see instructor notes. Please review thesenotes as they will make the training segment easier to perform.

Throughout the training guide, you will see the Try It graphic (below) appear.Inside of the box are tasks meant to give the students additional hands-on experi-ence about the topic just covered. Follow the instructions given in the notes,which also provides a time limit suggestion which are adaptable to class needs.

Have the students perform the tasks which appear here.It will help to reinforce their new knowledge and skills!


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Starting MS Visio

Locate the program Microsoft Visioon the computer. Double-click to open the program

When the program is open and running, you will see the following screen:

Recently Used Tem-plates

Shows which tem-plates were used mostrecently.

TemplateCategories

Shows the types oftemplates available to

Other Ways toGet Started

Allows user to startwith a blank page,

open existing dia-grams, or find othertemplates online.

Instructor Notes: Assist students in locating/opening MS Visio Cover information on entire screen Emphasize the main segments

Preview Window

Explanation andexample of thetemplate selected


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An Orientation to MS Visio

The MS Visio Ribbon

At the top of the screen, you will seethe Ribbon area

Clicking on each word, or tab, will displaya new menu

The tab titled File will always be shown in blue

The Home tab contains the buttons most usedsuch as Cut, Copy, and Paste; you will alsofind Font and Paragraph formatting options

The Insert tab provides the buttons for addingblank pages, illustrations, diagrams, links,

and text boxes

The Design tab contains the options for pagesetup, color themes, backgrounds, and

page layout

Instructor Notes: Explain that each tab has related options grouped together Point out the groupings (Clipboard, Font, Illustrations, etc.) Explore the common tools also found in other Microsoft products (Clip Art, Text Box, etc.)


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The MS Visio Ribbon (continued)

The Data tab provides options for creatingand maintaining links to external data

(Note: This tab is only available in theMS Visio Professional and Premium editions)

The Process tab is where the subprocessand diagram validation options are listed,

(Note: This tab is only available in theMS Visio Professional and Premium editions)

The Review tab is where the proofing,language, comments, markup and reportsoptions are seated

The View tab gives the options for how theproject is viewed on the screen, includingzoom, grids, and visual aids

Click on the different tabs and see what is listedunder each one.

(Most options will be grayed out until a drawing is in progress)

Instructor Notes: Explain same items from previous page AND that not all tabs available in all versions of Visio Give students time to do TRY IT segment (5-10 minutes) Slowly make rounds to check progress, encourage questions/comments, compliment progress


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The Navigation Bar

When the File tab is selected, you will seethe navigation bar on the side of the screen

The options of what can be completed withMS Visio files are listed here

Save and Save As will save your current file

Open will open a file you have already saved

Close closes the current file

Info provides information on the current project opened

Recent shows the projects most recently opened

New helps you to begin a new project

Print processes the project for printing

Save & Send will save the project and prepare it for sending

Help provides a list of help option to assist you

Options allows you to customize parts of MS Visio

Exit will close the MS Visio program

Instructor Notes: Tour the navigation bar by clicking on the options Show similarity of options with other MS programs Review the common MS featuressome students may not know/remember


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Beginning MS Visio

Basic Shapes

Open MS Visio or begin a new project

Below Template Categories, select General

Below Choose a Template, select Basic Shapes

Double-click to selectOR

Click once to select, then click Create

Below Basic Shapes, select Square

Click and drag the Square icon from the listto the upper left corner of the drawing page

Instructor Notes: Give intro/description of the templates available in the General Template Category Show what shapes are available in the left-side navigation bar Give students time to go through navigation bar


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Basic Shapes (continued)

Repeat the steps to add:

a Circle to the top right corner a Triangle to the bottom left corner a Rectangle to the bottom right corner

Click on the Square to select it

A blue outline with dots appear

Click and drag the bottom right dotto change the size of the square

As you drag it, the size will changeas shown by the measurement inbottom left corner of the screen

Make each of the shapes larger

Instructor Notes: Point out the Grid, Ruler Guides, and Width and Height Measurements Show how there are red guide lines to line up the shapes on a page when you move them around Talk while performing tasks - INCLUDE THE STUDENTS


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Modifying Basic Shapes


Under the Home tab on the MS Visio ribbon,select the Fill drop-down arrow

Select Yellow, and the square is now yellow

Repeat the steps to make:

the circle Red the Triangle Light Blue the Rectangle Orange


Under the Home tab on the MS Visio ribbon,select the Line drop-down arrow

Under the Line menu, select Weight Under the Weight menu, select 6 pt Repeat the steps for all four shapes

(A right-click of the mouse button will alsobring these option up on the screen)

Instructor Notes: Explore the options for fill color and lines

Show how the shape/line on the screen previews colors as you scroll over the color options Give students time to see the options


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Connecting Shapes With Lines

Under the File tab, select Recent

Click on the recently created diagramsaved as {your name} Basic Shapes

The diagram will open andappear on the screen

Select the Connector tool under the Home tab

Click the center of the Square and dragthe line to the top of the Triangle

Click the center of the Circle and drag the

Line to the center of the Triangle

Instructor Notes: Help students to open saved file through the Recent option

Before beginning, make sure everyone has their file open If necessary, have student recreate the diagram (shown at the top of this page)


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Modifying the Lines

Click on the line from the Circle to the Triangle

Under the Design tab, click on the Connectorsdrop-down menu and select Straight Lines

Click on the line from the Square to the Triangle

Under the Design tab, click on the Connectorsdrop-down menu and select Curved Lines

When you have modified the line to a Curved Line

you will see to additional points appear on the line

Click and drag the top point to the left andthe bottom point to the right

The points will remain active to allow foradjustments when the line is actively selected

Instructor Notes: Explain/show how the Connector Lines will snap to different areas of the shapes to connect

Show how to change the location of the Connector Lines Show how to modify a Connector Line with color, width, style


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Creating an Organizational Chart

Open MS Visioor begin a new project

Below Template Categories, select Business

Below Choose a Template, select Organizational Chart



Instructor Notes: Assist students in locating/opening MS Visio, if needed

Give intro/description of the templates available in the Business Template Category Briefly review shapes in the left-side navigation bar


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Adding Levels of the Organization

Under Organizational Chart Shapes, choose theIcon that best represents the level of the organization

Click and drag the Executive iconto the drawing page

Click and drag the Manager iconover the Executive icon just addedto the drawing page - it creates aConnection automatically

Repeat the previous step to see howadditional connections are added

Click and drag the icons on the drawing pageto reposition as needed.

Instructor Notes: Discuss how a connection is made automatically when dragging a new icon over existing icon

Show and explain how the icons and lines can be moved/resized Inform the students that this could also be used for creating a Family Tree


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Customizing the Icons, Text, and Lines

Double-click the icon to edit the fontor the icon

Additional editing options are availableby right-clicking the icon

Right-click the Organizational Chart Shapeto modify the fill color

Select a Connector Line to modify the color,style, or width

Double-click a Connector Line to add textto the line

Create an organizational chart to show the following:

1 Executive (Ms. Jones)3 Managers (Mr. Brown, Mr. Smith, Ms. Green)Each Manager has 1 Assistant and 1 VacancyManagement should be shaded blue

Assistants should be shaded yellowSave it as Try Organizational

Instructor Notes: Show how the editing toolbox appears when text is selected and the arrow is moved upwards

Give students time to do TRY IT segment (10-15 minutes) Slowly make rounds to check progress, encourage questions/comments, compliment progress


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Creating a Calendar


Below Template Categories, select Schedule

Below Choose a Template, select Calendar



Below Calendar Shapes, select Month

Click and drag the Month icon from the listto the drawing page

Instructor Notes: Assist students in locating/opening MS Visio, if needed

Give intro/description of the templates available in the Schedule Template Category Briefly review shapes in the left-side navigation bar


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Configuring the Calendar

In the Configure box, choose the desiredcalendar setup

Choose month Type in year Choose the day to begin the week Choose the language Select shading for weekends Click OK

A new calendar has been created

To change the calendar configuration, right-clickon the calendar and click on Configure in the menu

Create a calendar (in English), for December, 2011.Begin the week on Sunday, and shade in the weekends.Save it as Try Calendar

Instructor Notes: Review the Configuration options



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Show the following on the current calendar:

Friends Birthday on December 10Team Practice on December 19Vacation on December 28Resave as Try Calendar

Adding Icons and Text

If not already opened, open the file Try Calendar

Scroll down the Calendar Shapes list to locateicons such as balloons or a diamond

Click and drag the Attention icon to the upperleft corner of the December 1 square

Once the icon is placed on the calendar,double-click the icon to type in text

Type in Tuition Payment Due

Instructor Notes: Review Calendar shapes, the ability to format the shapes and the text



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Creating a Flowchart


Below Template Categories, select Flowchart

Below Choose a Template, select Basic Flowchart

Double-click to selectORClick once to select, then click Create

Click and drag the Start/End icon fromthe Basic Flowchart Shapes list to the

upper-left corner of the drawing page

Click and drag the Decision icon to the rightof the Start/End icon, using the red guidelinesto line them up

Click on Connector under the Home tab and

draw a connector from the Start/End iconto the Decision icon

Instructor Notes: Remind students how the red guidelines help to line up the icons on the drawing page

Explain how using the hover-and-drag method helps by already creating a Connector


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Instructor Notes: Explain that the flowchart icons and lines can also be modified just like the basic shapes, etc.


Expanding the Flowchart

Hover the pointer over the right-hand side ofthe Decision icon and choose the Process icon

Repeat the action, creating a Processicon from the bottom of the Decision icon

Double-click the Start/End icon andtype in Wake Up

Double-click the Decision icon and

type in Am I Hungry Double-click the Connector Line to the

right of the Decision icon and type No Double-click the Connector Line to the

bottom of the Decision icon and type Yes Double-click the Process icon to the right

of No and type Get Ready for Work Double-click the Process icon below the Yes

and type Make BreakfastContinue The Flowchart

Connect 5 or more additional icons to the flowchartAdd text to continue morning routine flowchartSave it as Try Flowchart


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Creating a Network Diagram


Below Template Categories, select Network

Below Choose a Template, selectBasic Network Diagram



Click and drag the PC icon from

the Computers and Monitors list to theupper-left corner of the drawing page

Click and drag the Laptop icon to the rightof the PC icon, using the red guidelinesto line them up

Click on Connector under the Home tab anddraw a connector from the PC iconto the Laptop icon

Instructor Notes: Remind students how the red guidelines help to line up the icons on the drawing page

Explain how using the hover-and-drag method helps by already creating a Connector


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Instructor Notes: Explain that Network Diagram icons and lines can also be modified just like the basic shapes, etc.


Expanding the Network Diagram

Hover the pointer over the bottom side ofthe Laptop icon and choose the Laptop icon

Repeat the action, creating a PC icon fromthe bottom of the PC icon

Right-click the top PC icon andfill it in with green

Repeat with bottom PC icon and

fill it in with purple

Repeat with top Laptop icon andfill it in with red

Repeat with bottom PC icon andfill it in with blue

Continue working with the Network Diagram

Add and additional 6 PC/Laptop icons

Color the iconsDouble-click each icon and label each with a nameResave as Try Network Diagram

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