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6 Step by Step Beginners Guide To Using MS Visio
- 11/27/2018 4:00 PM
MS Visio is a handy tool, designed to help you create versatile diagrams and flowcharts fit for all occasions. No matter if you’re a teacher or an engineer – MS Visio has all the right tools, shapes and functions to aid you in designing informative diagrams, which you can customize to fit your personal needs. With an array of shapes and editing tools, templates and themes, you got everything you need to get creative and make an outstanding project with a professional look.
Admittedly, first times are always difficult and kind of confusing, especially if you’re new to the MS Office interface. And even if you have used other apps from the same brand and you are familiar with its look, MS Visio could still be a little hard to navigate, especially if you are using a diagram-creating app for the first time.
But no worries! This beginner’s guide will be your assistant in figuring out all the basics in MS Visio, so you can become fluent in using it in no time!
# 1: GET STARTED
When you open MS Visio, you will see a lot of different kinds of templates with different topics: Basic
Diagram, Basic Flowchart, Organization Chart, Detailed Network, Diagram, Work Flow Diagram, Office Layout, Home Plan and so on. All of those templates include specific tools and stencils related to the particular topic. So, the first thing you have to do is to figure out if the diagram or flowchart you want to create is related to any of those topics. If it is, then all you have to do to get started is to click on the template. If you don’t see a template that is suitable for your needs, you can choose “Blank Drawing” and start from scratch with all different kinds of objects and shapes at your disposal.
# 2: SET UP THE SHEET
Once you’ve chosen the template and clicked on it, you will see a page with a blank sheet in the middle, a Ribbon menu on the top and a toolbar with Shapes on the left. If you want to change the shape or orientation of your sheet, just go to the Design tab, click on the “Orientation” tool that’s located on the Ribbon and choose whether you want it to be in a portrait or in a landscape mode. If you want to change the size of the sheet, simply click on the “Size” tool and choose the size you want.
# 3: START DRAWING
All you need to do to start creating your diagram or flowchart is to click on “More shapes” on the toolbar on the left and choose the category you need. You can choose from the following categories: Business, Engineering, Flowchart, General, Maps and Floor Plans, Network, Schedule, Software and Database. Don’t be afraid to explore all the categories to find the perfect shape you need if you don’t find it in your main category! Start by choosing one of the shapes, click on it and then drag it to the blank sheet. You can place it whenever you like, resize it and rotate it.
# 4: CONNECT THE SHAPES
To connect the shapes, click on the “Connector” tool on the ribbon and place the connectors wherever you wish. Depending on the MS Visio version you’re using, the connectors may be under the drop-down menu called “Shapes”. You can easily adjust them, resize them and link them to different shapes.
# 5: ADD TEXT
The easiest way to add text into the shapes is to simply double-click on them and start typing. This way, the text you’ve typed becomes a part of the shape, so whenever you move the shape, the text moves with it. Another way to add text is to click on the “Text” tool located on the ribbon, click and drag on the sheet to create a text area and start typing. You can place the text inside or outside of the shapes, as well as edit and format it with a variety of tools.
# 6: SAVE YOUR WORK
When you have finished your project, find the “Save as...” menu and save your document. You can either find it on the top left of the window - a little blue disk, or you can find it when you click the “Home” tab. You have the option of saving your file in different formats. If you want to be able to open and edit your file later, you need to save it in “.vsdx” format. If you want to save it as a picture - choose either “.jpeg” or “.png”. You can also save it as a “.pdf” file, so it’s easier to upload it on the internet and share it with other people without any changes in the quality of the file.
With learning how to use this great app, you will get rid of the need to have someone else always help you out when you need to create a flowchart or a diagram. And we all know that if you want something done done, you have to do it yourself! Just use those steps as guidelines and don’t be afraid to explore all the options MS Visio has to offer.