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Dedication
This book is dedicated to those purveyors of the medicinal latte, Muhammad
and Marilyn Kharbush.
Author’s Acknowledgments
From John Mueller: Thanks to my wife, Rebecca, for working with me to get
this book completed. I really don’t know what I would have done without her
help in researching and compiling some of the information that appears in
this book. She also did a fine job of proofreading my rough draft and page-
proofing the result. She also had to do without my help in the garden this
summer, which made things mighty tough on her.
Russ Mullen deserves thanks for his technical edit of this book. He greatly
added to the accuracy and depth of the material you see here. Russ is always
providing me with great URLs for new products and ideas. I really appreci-
ated Russ’ input on several of the new Visio 2007 features. They were helpful
in rounding out the information you find in this book.
Matt Wagner, my agent, deserves credit for helping me get the contract in the
first place and taking care of all the details that most authors don’t really con-
sider. I always appreciate his assistance. It’s good to know that someone
wants to help.
A number of people read all or part of this book to help me refine the
approach, test the examples, and generally provide input that every reader
wishes they could have. These unpaid volunteers helped in ways too numer-
ous to mention here. I especially appreciate the efforts of Eva Beattie who
read the entire book and selflessly devoted herself to this project. Members
of various newsgroups and the support staff from Microsoft were instrumen-
tal in helping me overcome obstacles. A number of other people helped me in
ways too numerous to mention.
Finally, I would like to thank Kyle Looper, Nicole Sholly, John Edwards,
Jennifer Theriot, and the rest of the editorial and production staff for their
assistance in bringing this book to print. It’s always nice to work with such a
great group of professionals.
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Publisher’s Acknowledgments
We’re proud of this book; please send us your comments through our online registration form
located at
www.dummies.com/register/.
Some of the people who helped bring this book to market include the following:
Acquisitions, Editorial, and
Media Development
Project Editor: Nicole Sholly
Acquisitions Editor: Kyle Looper
Copy Editor: John Edwards
Technical Editor: Russ Mullen
Editorial Manager: Kevin Kirschner
Media Development Specialists: Angela Denny,
Kate Jenkins, Steven Kudirka, Kit Malone
Media Development Coordinator:
Laura Atkinson
Media Project Supervisor: Laura Moss
Media Development Manager:
Laura VanWinkle
Editorial Assistant: Amanda Foxworth
Sr. Editorial Assistant: Cherie Case
Cartoons: Rich Tennant (www.the5thwave.com)
Composition Services
Project Coordinator: Erin Smith
Layout and Graphics: Lavonne Cook,
Stephanie D. Jumper, Clint Lahnen,
Barbara Moore, Barry Offringa,
Lynsey Osborn, Heather Ryan,
Julie Trippetti
Proofreaders: Kevin Broccoli, Jessica Kramer,
Christy Pingleton
Indexer: Techbooks
Publishing and Editorial for Technology Dummies
Richard Swadley,
Vice President and Executive Group Publisher
Andy Cummings, Vice President and Publisher
Mary Bednarek, Executive Acquisitions Director
Mary C. Corder, Editorial Director
Publishing for Consumer Dummies
Diane Graves Steele,
Vice President and Publisher
Joyce Pepple, Acquisitions Director
Composition Services
Gerry Fahey,
Vice President of Production Services
Debbie Stailey, Director of Composition Services
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Contents at a Glance
Introduction 1
Part I: Starting with Visio 2007 Basics 7
Chapter 1: Visio 101 9
Chapter 2: Creating and Saving a Simple Visio Drawing 29
Chapter 3: Printing Visio Drawings 69
Part II: Creating Visio Drawings 89
Chapter 4: Discovering What Visio Shapes Are All About 91
Chapter 5: Adding Text to Your Drawings 119
Chapter 6: Connecting Shapes 145
Part III: Taking Your Drawings to the Next Level 167
Chapter 7: Perfecting Your Drawings 169
Chapter 8: Creating and Customizing Shapes 191
Chapter 9: Working with Pages 227
Chapter 10: Layering Your Drawings 249
Part IV: Advancing Your Knowledge of Visio 265
Chapter 11: Creating Stencils, Master Shapes, and Templates 267
Chapter 12: Managing Shape Information, Behavior, and Protection 281
Chapter 13: Marking Up Drawings for Review 313
Chapter 14: Using Visio with Other Programs 329
Part V: The Part of Tens 357
Chapter 15: Ten Common Tasks in Visio 359
Chapter 16: Ten Web Sites Devoted to Visio 365
Index 371
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Table of Contents
Introduction 1
About This Book 1
Conventions Used in This Book 2
What You’re Not to Read 2
Foolish Assumptions 3
How This Book Is Organized 3
Part I: Starting with Visio 2007 Basics 3
Part II: Creating Visio Drawings 4
Part III: Taking Your Drawings to the Next Level 4
Part IV: Advancing Your Knowledge of Visio 4
Part V: The Part of Tens 4
About the Web Site 5
Icons Used in This Book 5
Where to Go from Here 6
Part I: Starting with Visio 2007 Basics 7
Chapter 1: Visio 101 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
Getting the Scoop on Visio 9
Comparing Visio products 10
A quick peek at some Visio features 11
What’s new in Visio 2007? 13
Familiarizing Yourself with Visio Lingo 15
Understanding the Vista Difference 16
The graphical interface difference 16
Helpful user interface changes 16
Understanding the security features 17
Jumping Head First into Visio 18
Getting familiar with the Visio screen 20
Checking out the menus 21
Working with toolbars 22
Getting Help When You Need It 25
Using general help 25
Don’t forget ToolTips 26
Closing Visio 27
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Chapter 2: Creating and Saving a Simple Visio Drawing . . . . . . . . . . .29
Creating a Drawing the Standard Way 29
Understanding the Visio Drawing Categories 32
Working with Stencils 53
Moving and arranging stencils 53
Closing stencils 54
Opening additional stencils 54
Selecting a Pointer Tool Button 56
Working with Shapes 56
Adding a shape to a drawing 57
Selecting a shape 57
Selecting more than one shape at a time 58
Navigating through a Drawing 59
Zeroing In on a Drawing 60
Using the Zoom button 60
Using the Pan & Zoom window 61
Using Drawing Explorer 62
Saving Drawings 64
Saving a drawing the first time 64
Setting up AutoSave 64
Saving a drawing as a template 66
Saving a drawing in another file format 66
Using a Visio Wizard to Create a Drawing 67
Opening Drawings 67
Chapter 3: Printing Visio Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69
Understanding How Visio Prints 69
Preparing to Print 70
Checking the printer paper and drawing page sizes 70
Previewing your drawing 73
A clear view in Print Preview 74
Printing Your Drawing 76
Adding Headers and Footers to a Drawing 77
Printing Gridlines 80
Printing Part of a Drawing 80
Reducing and Enlarging Printed Drawings 81
Altering the print scale of a drawing 81
Printing oversized drawings 82
Using online printing services 83
Printing to scale 84
Setting Shapes Not to Print 85
Printing Reviewers’ Comments 86
Printing a Background Separately 87
Printing Layers Separately 88
Visio 2007 For Dummies
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Part II: Creating Visio Drawings 89
Chapter 4: Discovering What Visio Shapes Are All About . . . . . . . . .91
Discovering What’s in a Shape 92
Examining open and closed shapes 93
Comparing one- and two-dimensional shapes 94
Displaying all of the shape handles 95
Working with Shapes 96
Moving shapes 97
Nudging shapes 98
Copying and pasting shapes 98
Sizing up your shapes 99
Deleting shapes 101
Controlling Shapes 101
Adjusting shapes using control handles 103
Adjusting shapes using control points 105
Shaping corners 106
Rotating shapes into place 107
Modifying arcs using eccentricity handles 107
Using connection points 108
Using automatic connection points 110
Finding the Shapes You Want 111
Jazzing Up Your Drawings 113
Loading stencils from other templates 114
Using the Visio Extras stencil shapes 114
Using themes 115
Chapter 5: Adding Text to Your Drawings . . . . . . . . . . . . . . . . . . . . . . .119
Understanding Text Blocks 119
Adding Text to a Drawing 120
Working with Text and Text Blocks 123
Editing text 123
Copying and pasting text 124
Moving a text block 125
Resizing a text block 126
Changing alignment 127
Adjusting margins 131
Using tabs in a text block 132
Creating bulleted lists 135
Creating numbered lists 136
Setting the indentation and spacing of text 138
Changing the Way Your Text Looks 139
Changing the font, size, color, and style of text 139
Choosing a background color for a text block 142
Painting the formatting to other text 143
Rotating text 143
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Chapter 6: Connecting Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .145
Discovering Connectors 145
Working with Connection Points 148
Adding connection points to a shape 148
Deleting a connection point 149
Using the automatic connection feature 149
Applying Glue (without the Mess) 150
Choosing static or dynamic glue 151
Identifying glue types 152
Switching from one glue to the other 153
Setting glue options 154
Gluing Connectors to Shapes 155
Connecting shapes as you drag them 155
Drawing connectors using the Connector Tool 156
Saving time with the Connect Shapes feature 158
Choosing a custom connector to connect shapes 158
Dragging connector shapes into your drawing 160
Moving connectors 161
Managing Connectors 162
Handling connectors that cross paths 162
Performing changes on single connections quickly 164
Laying Out Shapes Automatically 164
Part III: Taking Your Drawings to the Next Level 167
Chapter 7: Perfecting Your Drawings . . . . . . . . . . . . . . . . . . . . . . . . . .169
All about Measurements and Placement Tools 170
Using the Drawing Grid 173
Using Dynamic Grid 175
Setting Drawing Scale 175
Snapping Shapes into Place 178
Measuring Up with Rulers 181
Using Guide Lines and Guide Points 184
Creating guide lines 185
Creating guide points 186
Aligning and Distributing Shapes 187
Chapter 8: Creating and Customizing Shapes . . . . . . . . . . . . . . . . . . .191
Creating Unique Shapes the Fun Way 192
Uniting shapes 194
Combining shapes 195
Fragmenting shapes 195
Intersecting shapes 197
Subtracting shapes 197
Restacking shapes 198
Visio 2007 For Dummies
xii
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Drawing Your Own Shapes 200
Drawing with the Line Tool 200
Drawing with the Pencil Tool 202
Drawing with the Arc Tool 203
Creating irregular shapes with the Freeform Tool 204
Creating shapes with the Ellipse Tool and Rectangle Tool 204
Manipulating Shapes 205
Moving and adding vertices 206
Moving control points 208
Rotating shapes 209
Flipping shapes 212
Adding Style to Your Shapes 213
Changing line style 213
Adding fill color, pattern, and shadow 216
Copying formats 218
Reformatting a shape 218
Creating new theme colors 218
Creating new theme effects 220
Copying new themes 221
Managing Shapes by Grouping 223
Creating groups 223
Editing a group 224
Adding a shape to a group 225
Removing a shape from a group 225
Adding text to grouped shapes 225
Chapter 9: Working with Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .227
The Role of the Template 227
Reorienting a Page 228
Setting a Page Size 230
Adding and Deleting Pages in a Drawing 233
Working with Multiple Pages 237
Getting from one page to another 238
Displaying multiple pages at once 238
Reordering pages 239
Renaming Pages 240
Viewing on the Big Screen 240
What’s in a Background? 242
Creating and assigning a background page 243
Unassigning a background page 244
Displaying a background page 245
Editing a background page 245
Using a background shape 245
Rotating Pages 246
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