- Microsoft Visio - Free Quick Reference Card

- Microsoft Visio - Free Quick Reference Card

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Your email optional, used for replies :. Report spam Comments:. Report new version Working download URL, if you have any:. Diagramming for JavaScript 2. Diagramming for ASP.

Diagramming made simple. You can follow the question or. Visio is installed now » and an animation plays to show you where to find the Visio app on your computer.

Follow the instructions in the window to find Visio. For example, depending on your version of Windows, select Start and then scroll to find Visio from your list of apps. Select one of the issues below to expand it. If you got Visio Professional or Standard through one of the following, you may not have a product key or associated account. See these steps instead to install your version of Visio.

Volume license versions : IT departments often use different methods to install volume license editions of Visio in their organizations. Talk to your IT department for help. From office.

If you have any other Office apps already installed, make sure to select the same bit version for your Visio installation. Not sure what you have? See What version of Office am I using?

Go to visio. To learn more about this version of Visio, see Overview of Visio for the web. Table of contents. It looks different than other tabs that you might click on. That's because the Backstage view is where you'll manage your files and set your options for Visio. Whereas the other tabs in the Ribbon allow you to work on different aspects of your project, the Backstage View is where you'll work on it as a whole. The Backstage view contains various pages that are listed on the left in the blue column.

Each page contains options related to the page. You'll use the Reduce File Size button if you're worried about the file size. You'll use the Check Compatibility button to check your diagram for features that won't be compatible with earlier versions of Visio. The New page is where you'll go to create a new document.

It is also where you can access all the templates that come with Visio To select a template, click on a thumbnail of the template. You can also use the search box located above the template thumbnails. Enter in search terms to look for a certain type of drawing or diagram. The default size is typically A4. The default size is 8. The open page is where you can access Visio files that you have saved on your computer or remote locations, such as OneDrive formerly SkyDrive.

Simply choose the location where the file is stored under Open, then locate the file in that location to open it. If you click the Save page, you will save the file under its current name, file type, and to its current location. You use the Save page when you've edited an existing Visio file and want to save the latest version.

The Save As page allows you to name the file you're going to save, select a file type, and then select the location where you want it stored. Under Save As pictured above , choose where you want to save the file. You can choose OneDrive formerly SkyDrive , your computer, or you can add a place, such as a network location.

The Print page is pictured below. The Share page allows you to share your drawing. You can click Invite People to share your drawing through email or social media. You can also email your drawing using an option shown on the ride side of the page when you click Email. This technically isn't a page. If you click Close, it will simply close your active diagram. There are links that allow you to edit your account details or switch to another account.

If you click Options, you'll see a dialogue box that contains settings for Visio You may not ever need to change these settings, but it's helpful to explore this dialogue box and see the many options that are open to you when using Visio Tell Me is a tool new to Visio that allows you to tell Visio what you need help doing.

This feature will guide you through the steps you need to take to complete a task. Consider it the new "help" tool on steroids, because it not only provides help, it provides instant access to the tools that you need to accomplish a task.

As you can see in the snapshot below, a dropdown menu appears. By selecting Font Size, we can change the font size right there from the menu. There's no longer a need to search help files or watch a video.

There's no longer a need to look up how to do something in Visio if you forget. The Tell Me tool will do it for you. It's important that you understand the terms we'll use — and what they mean in Visio Knowing these terms, as well as the definitions, will make learning to use and master the program a lot easier.

A master is an object in a Visio stencil. You'll choose a master from a stencil. You can use the masters that come with Visio or download some from the Internet. A stencil is a collection of masters. Think of it like this. You buy a set of paints. The entire set would be the stencil in Visio terms. Each individual jar of paint would be a master again, in Visio terms.

A shape is an object on a drawing page. You can create shapes by dragging a master, as well as in other ways. A shape can be a line, a polygon, or an image. It can also change appearance or behavior as the data values change. A template is a Visio document that contains preset dimensions and measurement units. It may also contain stencils, background pages, and designs. It could also contain shapes or text.

A workspace is a collection of Visio windows and settings, such as the drawing window and zoom settings. Visio saves the workspace on your screen when you save the file.

Whenever you create a new drawing or diagram, you'll see two windows open below the Ribbon. These are the Shapes window which appears on the left and the Drawing window which appears on the right.

The Shapes window is where you will see your stencils. The Drawing window is where your drawing will appear. 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. 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. Tip: A great way to find out what a shape can do is to right-click it to see if there are any special commands on its shortcut menu. The shapes automatically connect to show the hierarchy.

Hold your mouse over one of the arrows and a mini toolbar appears with the top four shapes in the Quick Shapes area. Select the shape you want and it'll automatically connect to the arrow you selected. You can also drag all your shapes onto the canvas. Then hold the mouse over a shape until the arrows appear. Then grab an arrow and drag it to a shape you want to connect to. If you're using the Visio desktop app, you can also drag a new shape directly from the Shapes window to an existing shape's arrows and connect them automatically.

Now it's time to add details to your diagram by adding text. For more details about working with text, see Add, edit, move, or rotate text on shapes and Add text to a page. Add text to a connector the same way. Click and drag it up, down, or beside the connector. To see other available themes, click More. Your diagram gets a new background, and, a new background page called VBackground This page you can see in the page tabs along the bottom of the canvas.

To edit other text in the border, first select the entire border, and then click the text you want to change and start typing. You may have to click more than once to get the text selected. Click Page-1 in the lower-right corner of the page to return to the drawing.

Open Visio on the web. Note: If you have Visio Plan 2, you can also download and install the Visio desktop app. Select Create under the template you want, or select Create under Basic Diagram to start from scratch. To create your diagram, you drag shapes from the stencil in the Shapes pane to the canvas and connect them.

There are several ways to connect shapes, but the simplest way is by auto-connecting them. Note: See Add and connect shapes in Visio for the web or Change the size, rotation, and order of a shape in Visio for the web to learn more about using shapes. For more details about working with text, see Add and format text in Visio for the web.

Drag a shape from the Shapes window and drop it on the page. Leave the mouse pointer over the shape until four arrows appear around the sides. These are AutoConnect arrows, which give you several ways to automatically connect shapes. Hold the mouse pointer over one of the arrows and a mini toolbar appears, holding the top four shapes in the Quick Shapes area.

Move the pointer over each to see a preview of that shape on your diagram. Click the one that you want, and that shape appears with a connector between it and your first shape. Drag a shape from the Shapes window and hold it over a shape on the page until the arrows appear, then drop the shape on top of one of the arrows. Hold the pointer over a shape until the arrows appear, then grab an arrow, drag it to a shape you want to connect to, and drop it in the middle of the second shape.

Note: Some templates have other handy ways to add and connect shapes. Click a shape once and start typing. Select a shape that has text. Click Home and use tools in the Font and Paragraph groups to format the text.

On the Design tab, in the Themes group, move the pointer slowly over the different themes. Each theme adds different colors and effects to the diagram. Click the one you want to apply. Click one of the background designs. Now look down at the bottom of Visio, just under the drawing page. There are two tabs: Page-1 and VBackground Page-1 is the page with the shapes on it, and VBackground-1 is a background page you just added.

Click VBackground-1 to see just the background page, and then click Page-1 to go back to the diagram. Click one of the options to add it to the diagram. Notice the border and title are added to the background page, so if you want to add the title, click the tab for the background page. Now click Title once and start typing. The title changes to your new text. Visio allows you to apply built-in templates, to apply your own custom templates, and to search from a variety of templates available on Office.

To use one of the built-in templates, under Template Categories , click the category that you want, and then click the template that you want and click Create. To use your own template that you previously created, under Other Ways to Get Started , click New from existing , navigate to the file that you want and click Create New.

To find a template on Office. Note: You can also search for templates on Office. To search for templates on Office. In the Search Office. Note: You are in the Backstage view when you first open Visio. If you have just opened Visio, proceed to the next step. When the diagram template opens, most of the space is taken up with a blank diagramming page. Along the side is the Shapes window, which contains several stencils full of shapes.

The stencils are identified by title bars at the top of the Shapes window; you might need to scroll the title bar pane to see them all. When you click a stencil title bar, the shapes appear in the pane below. In the left pane of the Open dialog box, click the drive or folder that contains the drawing. In the right pane of the Open dialog box, open the folder that contains the drawing that you want. You can save your diagram as a standard Visio file that you can share with other people who have Visio.

In addition, there are many different formats that you can save your diagram in directly from the Save As dialog box. Click Save As , and then select a format in the Save as type list.

Web page in HTM format. Image files and other resource files are saved in a subfolder of the location where you save the HTM file.

   


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