Visio help files

Note: Visio always looks in this location for Visio-installed files, and Visio does not find custom files, templates, or stencils that are added to this location. If you use another folder on a regular basis for any of these types of files, except for stencils, you can change the default working folder by adding file paths. The file paths that you add are in addition to the installed working folders. If you change the default working folder, you can still open files from or save files to other locations by browsing.

Note: The default working folder for custom stencils is always the My Shapes folder. This means that Visio uses the My Shapes folder as the default when you use the Open Stencil dialog box or Save As dialog box to open or save custom stencils. If you delete the My Shapes folder, Visio creates another one the next time that Visio is started. If you want to keep your custom stencils in another folder, you can add the file path to the Stencils text box, as described below.

Click the Browse button and navigate to the location that you want to add for one or more of the following:. Switch to the other Visio file. In the list of recently opened files, locate the file you want to copy. Right-click the file name and select Open a Copy. Copy some or all of the shapes from one page to another You can copy shapes to another page in the same Visio file: Select the shape or shapes you want to copy.

To select multiple shapes, press and hold Ctrl while clicking the shapes. The shapes are centered on the page. Drag to move them where you want them to be. Need more help? In this chapter, we will look into importing data from information in an Excel spreadsheet. Create an Excel spreadsheet or use an existing one containing some of the important information in the header row that goes into creating an org chart.

Important information includes Employee, Title, Manager and Department. The Employee and Manager fields are mandatory and the others are optional. There are two ways of starting the Organization Chart wizard. The first method involves using the Organization Chart Wizard from the Templates section in the New menu. The other method is to use the Import command in the Organization Data section from the Org Chart tab in the Ribbon, if you have already created an org chart.

The second method is recommended if you need the background formatting to carry over onto all the pages in the org chart. The first method creates all the pages required, but you need to individually format each page, which can get tedious if your organization is large.

Either ways, the Organization Chart Wizard appears in which you can specify the features of your org chart. The first screen of the Organization Chart Wizard gives the option of either selecting the existing information from a file or manually entering information.

For this example, we will choose the first option. Click Next to proceed to the next screen in the wizard. In the following screen, you can choose the source in which the organizational information is stored. Select the second option and click Next. In this screen, in the Name field dropdown, select the field in the Excel spreadsheet that contains the name of the employee.

In the Reports to field dropdown, select the field in the Excel spreadsheet that denotes the reporting manager. If the name and first names are in different fields, specify the field containing the first name of the employee in the First name dropdown. Visio will combine the name and first name fields to generate the full name of the employee. Click Next to continue. The Data File Columns box lists all the data fields that are present in the header of the Excel file. You can select the fields that you need to be displayed in the Displayed Fields section by selecting the required fields and then click Add.

Click Next, once the desired fields are added. In the next screen, you can choose the fields the shape data should be based on. The shape data fields will be similar to the fields selected in the previous step so in most cases, you can leave it as such. You can also add any additional fields if needed. In the following screen, you can choose to include pictures of the employees. If you have labelled pictures in the same format as the employee names, you can point to the location of the folder containing pictures of all the employees.

Or you can simply choose not to include any pictures. In this screen, you can choose how much of organization info can be displayed on one page, if there are many employees spanning many pages.

You can also choose to allow Visio to automatically break the org chart across pages. Make sure that Hyperlink employee shapes across pages and Synchronize employee shapes across pages are selected. Click Finish to finally create the org chart.

After clicking Finish, Visio will start processing information from the Excel spreadsheet and create the org chart based on the parameters specified in the wizard. You will see a progress indicator showing the status of the creation. The completed org chart can be saved as a PDF or any of the image formats by going to the File menu and clicking Save As. Select from any of the file types in the Save As type field. If you save the drawing as a JPG or GIF file, you will get another dialog box, which allows to further specify the output options.

A brainstorming diagram is similar to an org chart but is used more to convey different ideas about a topic. To create a brainstorming diagram, click File and go to the New menu. In the Templates section, select Business, and then in the list of templates, select Brainstorming Diagram, choose the desired units to work with and click Create.

You will notice that the brainstorming diagram document is created and ready to use. This has a few notable differences compared to the org chart. Firstly, the number of shapes are lesser than an org chart. Secondly, there is an Outline Window that appears in the drawing showing the outline of the diagram. Thirdly, there is a Brainstorming tab added to the ribbon, which contains tools required to use the brainstorming diagram. To create the central topic for the brainstorming diagram, drag the Main topic shape onto the canvas.

Unlike the org chart where you had to double-click the shape to enter text, you can start typing text in a brainstorming diagram as soon as you drag the shape onto the canvas. In this chapter, we will learn how to add, edit and place subtopics in the brainstorming diagram using Visio. In a brainstorming diagram, sub-shapes are not directly inserted on top of the main shape. A sub-shape is inserted as a subtopic. To insert a subtopic, first click the Main topic shape and then click the Brainstorming tab on the Ribbon.

In the Add Topics section, click Subtopic. You can also create multiple subtopics at once by clicking the Multiple Subtopics in the Add Topics section. This opens the Add Multiple Topics dialog box, where you can enter the names of each of the subtopics. Subtopics can be edited simply by clicking the title of the subtopic and typing over it. You can also edit a subtopic by clicking its name twice in the Outline Window.

The Outline Window represents the topic hierarchy of the brainstorm. The subtopics can be dragged by their connectors and placed anywhere on the canvas. They will always be linked to the Main topic shape. The Outline Window makes it easy to edit the order of topics or topic names in the diagram. Any changes made in the Outline Window will be readily reflected in the actual diagram.

The Outline Window can be pinned or unpinned by clicking on the push pin icon to the bottom left of the window. This enables the window to auto-hide when not in use. Topics can be edited by clicking twice on the topic name within the window and typing. The order of the topics can also be changed by clicking and dragging the topic from one subtopic into another.

You can also right-click a topic and Move Up or Move Down to change the order of the topics. To delete a topic, right-click a topic and then click Delete Topic or simply select a topic and press the Delete key on the keyboard. You can customize the brainstorming diagram in a similar manner to other types of diagrams by changing the shape, style, and layout.

The shapes of individual topics can be customized into a variety of built-in shapes. Hold down the Shift key, select the topics one by none and in the Brainstorming tab, click Change Topic in the Arrange section. This opens the Change Shape dialog box, which lists the shape types you can change to.

Select a shape type and click OK. The brainstorming diagram can be customized by choosing different themes and theme variants. To choose a theme, go to the Design tab on the Ribbon and select a theme. You can also choose different variants for the theme by selecting a variant in the Variants section. The Variant section has a dropdown using which you can further customize the colors and effects such as drop shadows. You can also customize the style of the diagram so that it looks more elegant and professional.

You can choose from a variety of brainstorming styles and also a couple of mosaic options, which includes a mix of all the styles. Select a style and click Apply to see the result. Click OK to close the dialog box. You can also customize the layout by clicking Layout in the Brainstorming tab.

Select a layout from the Select a layout section. You can also choose the type of connector in the Connectors section. Select a layout and click Apply to see the result.

You can send brainstorming data directly to Word and Excel and in fact, to any program that accepts XML input. Any changes can be saved to this XML file, which can then be imported back into Visio.

Note that these options are available, only if you have the versions of Word and Excel installed on your computer. In Excel, the data is organized into topic levels. For example, T1 represents the main topic, T1. You can add or remove topic hierarchies here and save the XML file, which can then be reimported back into Visio.

Similar to org charts and brainstorming diagrams, you can also create timelines in Visio to depict a schedule or a series of events. To create a timeline, go to the New menu in the File tab and click Templates. Go to the Schedule category, click Timeline and then Create to create the timeline workspace. Since the timeline essentially measures time, units selection is inconsequential. Once the Timeline template is created, click and drag the Block timeline shape from the Shapes pane onto the canvas.

This opens a Configure Timeline dialog box, where you can select the duration for the timeline and the Timescale. Click Ok. Milestones represent specific points in time during which an important event has occurred or is scheduled to occur. To add a milestone, click and drag the Line Milestone shape onto a chosen interval on the timeline. It need not be dropped exactly on a specific interval, since you can manually configure the exact date and time of the event. When you drag the milestone onto the timeline, the Configure Milestone dialog box appears, where you can specify the exact date and time of the milestone along with a description of the event.

You can also choose from the standard date formats to better represent the time and date. Click OK to create the milestone on the timeline. The milestone can be dragged along the timeline, and the date and time of the milestone will be updated accordingly. When adding many milestones, it is possible that the description text of the milestones will run into each other creating a messy look.

It is possible to avoid collisions by changing the position of the milestone text. If you happen to have a colliding text, simply grab the yellow end of the milestone and drag to a separate position, such as the bottom or higher up. You can also angle the yellow end by simply turning your mouse to a desired angle.

Once the yellow end is dragged and released, the Line milestone shape adjusts itself accordingly. You can also use the guides to glue the yellow ends of multiple milestones so that they are all aligned.

An interval denotes a block of time over the course of which an event occurs or is scheduled. To add an interval, drag the Block interval shape onto a location on the timeline.

It opens the Configure Interval dialog box. In the Configure Interval dialog box, you can select the duration of the interval, the date format and add a description. Click OK to add the interval to the timeline. Intervals can overlap milestones or other events. By formatting the interval shape to make it transparent, any other shape behind it can be made visible.

Markers and indicators can be used to denote specific events such as current date or elapsed time. Markers help to gain a perspective of where you currently stand with respect to your objectives in the current timeline.

You might want to adjust the yellow end to ensure that the marker text does not overlap with your milestone or other information. Another marker or indicator that can be useful is, Elapsed time. The Elapsed time indicator helps in gauging the time elapsed since the beginning of the timeline. It is indicated by a green rectangle along the duration of the elapsed time. Of course, just like any other shape, the color of the Elapsed time shape can be customized.

Expanded timelines are useful to get a zoomed in view of the finer aspects of a time period. For example, the expanded timeline can show many details of events in a particular period, which might not be visible on the main timeline. To create an expanded timeline, drag the Expanded timeline shape onto the main timeline. This opens the familiar Configure timeline dialog box in which you can specify the start and finish dates. Since this is an expanded timeline, you can choose a lower scale such as weeks instead of months if you have a packed agenda for the week.

The expanded timeline is connected to the main timeline by means of two dotted connectors with yellow ends. The yellow ends can be used to move or change the orientation of the expanded timeline. You can also add milestone events to the expanded timeline. However, any event or interval added to the expanded timeline will not show up in the main timeline.

You can apply the usual formatting techniques, such as themes and variants to a timeline. You can also select a background so that all successive timelines are created using the background template. You can also change the timeline and other shapes to make it look like a block, cylinder, or a bracket by right-clicking the shape and selecting the corresponding type from the menu.

Visio also allows you to let others edit the drawing, if provided access. This happens via Microsoft OneDrive and you need to be signed in to Visio to access this feature. To share a drawing for editing or review, go to the File menu and click Share. The document has to be first saved to the cloud, so click Save to Cloud to save the document to your personal or official OneDrive folder.

Once the document is saved to your OneDrive folder, you can invite others by sending them the link to the shared drawing. You can define whether people just get to view it or get to edit it as well. Your collaborators can then open the shared drawing in the cloud and open the drawing directly in their Visio installation.

They can open and review the drawing online in their browsers; however, any changes to the drawing itself requires the users to have a local copy of Visio installed. You can create calendars in Visio to help you better organize and deliver information. To create a calendar, go to the New menu in the File tab and click Templates, then Schedule. In the Schedule category, click Multi week Task Calendar and then Create to create the calendar workspace. Depending on your version of Visio, you might just notice the template as Calendar.

You will see that there is a default calendar created. You can however, create your own calendar by dragging the Month shape onto an empty canvas. This opens the Configure dialog box, where you can specify the calendar month. Days of the month are automatically filled and the weekends are differentiated from the weekdays. To add a single day appointment, click the Appointment shape in the Shapes pane and drag it on to a location in the calendar.

This opens the Configure dialog box, where you can enter the details of the appointment. Click OK to add the appointment on the prescribed date. Sometimes, appointments can stretch over multiple days.

To add a multi-day appointment, click and drag the Multi-day event shape from the Shapes pane onto the calendar. This again opens a Configure dialog box, where you can specify details of the event along with the start and end dates. Once the multi-day appointment is created, you can drag the appointment handle to cover additional dates, if needed.

Calendars can be customized just like any other Visio drawing by applying themes and variants. Calendars can also be customized to show weather conditions or even moon phases. To add a shape such as weather icons, scroll down the list of shapes in the Shapes pane and drag the desired icon onto a date in the calendar. You can align multiple shapes using the dynamic grids that appear when you try to align shapes next to each other.

You can also change the look and feel of the calendar by selecting themes and variants from the Design tab in the Ribbon. Adding additional months is simple in Visio. You can rename the page by double-clicking on the page title. Once you add a new page, create a new calendar by clicking and dragging the Month shape onto the new page. Configure the calendar for the new month.

To add additional months, simply create new pages by duplicating the current page. To duplicate a page, right-click the name of the page and click Duplicate. This creates duplicate of the current calendar page.

Now, simply reconfigure the calendar on the new page by going to the Calendar menu on the Ribbon and clicking Configure. When you change the month, you get a warning message that all scheduling information will be lost. Click OK to reconfigure the calendar on the new page. You can import existing calendars from Outlook directly into Visio.

Follow the steps in the wizard to import the calendar into Visio. You can import into an existing Visio calendar or create a new calendar with the Outlook data.

If you are importing into an existing Visio calendar, make sure to select the correct date range for importing, otherwise the data will not be shown in the Visio calendar. Floor plans help to visualize the layout of a room or a floor in a building. Floor plans help architects to understand the placement of objects on the floor, and the design of doors and windows as well as other rooms.

Visio provides extensive assets for working with all kinds of floor plans and maps. To create a floor plan, go to the File menu and click New. In the Templates section, click Map and Floor Plans. Select Floor Plan from the list of available templates. Select the units of choice and click Create to create the floorplan. You will notice that the options for floor plans are varied.

The rulers now measure in feet instead of inches. The Shapes pane shows different shapes categorized under various headings for each component of the floor plan as shown in the following screenshot.

Save the following code block as a. It associates "Microsoft Edge with IE mode" with the. Modifying the registry should be done with great care. For instructions, see How to add, modify, or delete registry subkeys and values by using a. After you've performed the procedure above, open File Explorer and navigate to a Visio.

And when you right-click the file icon, the menu should include an Open with option for Microsoft Edge with IE Mode , as shown in this image:. The file icon and the option pictured above indicate that Visio Viewer is correctly setup in your system to view.

VSDX files. When you open a drawing with Visio Viewer, the drawing appears inside a browser window. If a drawing has more than one page, the pages are available as tabs along the bottom of the viewer.

Visio Viewer doesn't display stencils, panes, rulers, guides, and guide points. Visio Viewer also doesn't support embedded DGN drawings, rotated pages, more than one hyperlink associated with a shape, hyperlinks associated with the drawing page, and drawing page properties. Custom fill styles, line styles, and some line ends might not look the same in Visio Viewer as they do when you open the drawing with Visio. Click and drag the drawing to move it around in the browser window, or use the scroll bars or arrow keys.

Tip: If you don't want to drag, you can also click the scroll bars or press the arrow keys to pan your drawing. You can also rotate the wheel button to pan up and down or press SHIFT and rotate the wheel button to pan left and right. To center the page in the browser, right-click the drawing, click Zoom , and then click Whole Page.

To go to a different page in the drawing, click the page tab at the bottom of the drawing window. To zoom in on your drawing, right-click the drawing, and then click Zoom In. Or, click the Zoom In button on the Visio Viewer toolbar.