Starting Diagrams by Using Templates

2017-11-03 09:05:08

Regardless of your drawing abilities, Visio makes it easy for you to create all types of drawings and diagrams. Shapespre-drawn symbols included with Visioare the key to quickly creating effective diagrams. For example, in an organization chart, you might use a Manager shape (a box with a name and job title) to represent a manager in a department, whereas in a flowchart, you might use a Decision shape (a diamond with a label) to indicate a decision someone must make in a process. By simply dragging shapes onto the drawing page, you can assemble a complete diagram.

The best way to start a diagram is by using a templatea file that includes all of the tools, formatting, settings, and shapes you need to assemble a particular type of drawing or diagram. For example, if you want to create a flowchart, use the Basic Flowchart template. It includes shapes that represent data, processes, decisions, and so on.

Templates also set up the drawing page and formatting for you. The Basic Flowchart template, for instance, sets up a letter-sized page suitable for printing on a desktop printer, and the shapes are black and whitea style that is often used in flowcharts. In addition, some templates include special-purpose commands or toolbars. For example, the Organization Chart template includes the Organization Chart toolbar, which makes it easy to rearrange employee shapes in a chart that you created with that template. The Brainstorming Diagram template not only includes Brainstorming shapes, a Brainstorming menu, and a Brainstorming toolbar, but also an Outline window that tracks the shapes on the drawing page in outline form.

Visio makes it easy for you to find the appropriate template by organizing them into simple categories of related diagram types, as shown in the following table. Visio Professional 2007 includes all of the templates available in Visio Standard 2007, in addition to advanced features and special-purpose templates that you can use to create PivotDiagrams, detailed network diagrams, database and software models, engineering schematics, process engineering diagrams, Web diagrams, and extensive building plans.

The following table presents all of the categories and templates available in Visio Professional 2007.

Template Category	Purpose
Business	Diagram business processes such as basic flowcharts, cross-functional flowcharts, data flow diagrams, Information Technology Infrastructure Library (ITIL) diagrams, value stream maps, and workflow diagrams. Show hierarchical structures in organizations. Design charts, graphs, and diagrams for presentations, reports, and marketing documentation. Create brainstorming diagrams that help you formulate plans, solve problems, and make decisions.
Engineering	Create engineering diagrams such as electrical, circuits and logic, fluid power, industrial control systems, piping and instrumentation, process flow, and systems diagrams. Create part and assembly drawings.
Flowchart	Create basic flowcharts, cross-functional flowcharts, work flow diagrams, data flow diagrams, IDEF0 diagrams, and Specification and Description Language (SDL) diagrams.
General	Create basic flowcharts and general-purpose diagrams using geometric shapes.
Maps and Floor Plans	Assemble simple 2-D (two-dimensional) or 3-D (three-dimensional) directional maps. Create home, office, building, and site plans.
Network	Create physical and logical network designs using network and computer equipment shapes, and map Web sites.
Schedule	Track project details in Program Evaluation and Review Technique (PERT) charts, Gantt charts, timelines, and calendars.
Software and Database	Model and design software, databases, and user interfaces.

Tip

If you don't want to start your diagrams by using a template with a blank drawing page, visit the Microsoft Office Online Web site at www.office.microsoft.com for Visio templates that come with shapes already placed on the drawing page.

Just as templates are organized by categories, related shapes are organized on stencils. For example, when you open the Basic Diagram template, all of the geometric shapes included with the template are organized on the Basic Shapes stencil. Likewise, all of the border and title shapes for basic diagrams are organized on the Borders and Titles stencil, and so on. This makes finding shapes quick and easy. After you find the shape you want, just drag it onto the drawing page and you're on your way.

In this exercise, you start Visio, and then browse the Visio templates. You open a template, look at the shapes it includes, and then open another template to become acquainted with Visio templates and shapes.

1.	On the taskbar, click the Start button, point to All Programs, point to Microsoft Office, and then click Microsoft Office Visio 2007. Visio starts and opens the Getting Started window, which includes the Template Categories, Recent Templates, and Recent Documents lists. Tip In the Getting Started window, you can also easily access the templates and documents you use often. However, when you start Visio for the fist time, the Recent Templates and Recent Documents lists in the Getting Started window are empty. As you use Visio, templates and documents are added to those lists. If you're using Visio Professional 2007, you can even open a variety of sample diagrams to stimulate ideas for creating your own diagrams. These sample diagrams also show you how you can integrate data with diagrams. You'll learn more about integrating data with diagrams in Chapter 9, "Visualizing Data in Diagrams."
2.	On the Template Categories list, click Flowchart. Visio lists all of the templates included in this category and presents those that are featuredthe new or popular templates. It also displays a large template preview and description for the selected template in the right area of the Getting Started window. Tip If none of the templates are exactly what you are looking for, use a template with shapes that closely match what you need. For example, you can use the Basic Diagram template to create a diagram with a variety of geometric shapes. Or, you can use the Basic Flowchart template to diagram any basic process flow. If a template does not include all of the shapes you need, you can search for other shapes while you're creating your diagram. You'll learn more about searching for shapes in Chapter 2, "Adding Shapes to Diagrams."
3.	On the Template Categories list, click Cross Functional Flowchart to display this template's preview and description in the right area of the Getting Started window. Tip If you see fewer template categories and names than are shown in the images in this book, it's probably because you're using Visio Standard 2007. This book includes images from Visio Professional 2007; however, the same drawing methods apply to both programs. To determine which Visio program you're using, on the Help menu, click About Microsoft Office Visio.
4.	On the Template Categories list, click General. Visio lists all of the templates included in this category. It also shows a template preview and description for the Basic Diagram template, which is selected by default.
5.	Under All Templates, double-click Basic Diagram. Visio opens a blank drawing page along with the Basic Shapes, Borders and Titles, and Backgrounds stencils.
6.	On the File menu, click Close to close the diagram and stencils.
7.	On the File menu, point to New, and then click Getting Started. New The Getting Started window appears. Tip For quick access to Visio templates, on the Standard toolbar, click the New down arrow, point to the template category you want, and then click the name of the template you want to open. Or, on the File menu, point to New, point to the template category you want, and then click the name of the template you want to open.
8.	On the Template Categories list, click General.
9.	Under All Templates, double-click Block Diagram. Visio opens a blank drawing page along with the Blocks, Blocks Raised, Borders and Titles, and Backgrounds stencils.
10.	In the gray area in the upper-right corner of the drawing page window, click the Close Window button. Close Window Visio closes the new diagram without saving changes, but Visio remains open. Troubleshooting The red Close button on the right side of the Visio window's title bar is directly above the Close Window button on the drawing page window. Don't confuse the two. The red Close button closes the drawing window and Visio. The Close Window button closes only the drawing window. In step 10, make sure you click the Close Window button so that Visio remains open.
11.	On the right side of the title bar of the Visio window, click the Close button. Close Visio closes.

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