8/6/2019 Visio 2003 Professional Cheat Sheet

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Visio 2003 P rofessionalfor Windows

Opening a Template: File: New Choose Drawing Type... Select a category from theleft pane, under Category Under Template, click a template Note: If you don't knowwhich template to choose, click Block Diagram, then click the Basic Diagram template(it opens the Basic Shapes stencil, containing rectangles, circles, triangles, arrows, etc.)

Adding Shapes to Diagram: Click+drag shapes from the template onto the diagram Resize shapes if necessary, by dragging the green handles

Delete Shape From Diagram: Select a shape with the Pointer tool Press [Delete]

Copy a Shape: Hold down [Ctrl] and click+drag shape to desired location (on diagram)

Draw Shape Using Drawing Tools: Select any drawing tool, such as the Rectangle orEllipse tool Click+drag on the drawing page to draw a shape

Open Other Stencils: File: ShapesOpen Stencil... Double-click a folder Double-click a stencil Select the desired shape from the list

Save a File: File: Save As... or {Ctrl+S} to save Select a directory and type thename of the diagram in the File name: field Click

Save as Read Only File: File: Save As... Type a File name: Click the down arrowon the button and select Read only Fill out file summary if desired Click

CREATING A DIAGRAM

Add Text to Connectors: Select the Pointer Tool, click the connector, type desiredtext Visio automatically zooms in on the connector Note: To move text associated witha shape, double click over the text using select the Pointer Tool then click and drag todesired location

Add Text Block to Page: Select the Text Tool Click a position on the page Type text

Add Text to Shape: Select the Pointer Tool, double click the shape, then typeAlternateMethod: Select the Pointer Tool, click on the shape Select the Text Tool Type

desired text Note: Visio automatically zooms in on the shape so you can see the text moreprecisely as you type (or format)Delete Text Block From a Page: Select the text, then press [Delete]

Delete Text From a Shape: Using the Pointer Tool, double-click the shape (to highlightthe text), then press [Delete] Alternate Method: Select the Text Tool Click the shape highlight the text you wish to delete Press [Delete]

Format Text: Click the text or shape that contains the text to format (to format all text thesame way, hold down the [Shift] key to click on multiple shapes with text Format: A Text... In the Text dialog box, change text attributes as desired Alternate Method:Highlight specific text Click any of the formatting buttons, such as B Bold, IItalic, or UUnderline, on the toolbar If these buttons are not available, right-click the toolbar area, andthen on the shortcut menu, click FormattingNote: To show more text formatting buttonsto quickly format text, right-click the toolbar area, then click Format Text on the shortcutmenu and select desired styles to show in toolbarMove Text Block: With the Pointer Tool, click the text Place the Pointer tool over thecenter of the text The pointer changes to a four-headed arrow (this visual cue signifies thatthe text is ready to be moved) Drag the text to a desired location Note: Rotate text usingthe round green handle

FORMATTING TEXT

VISIO TOOLBARS

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Togg

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Aids

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Toolb

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Text

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Align

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Format Text

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Align

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Toolbars can de displayed by clicking View: Toolbars

then selecting one (or more) item(s) from the l ist

Developer

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Stencils

New

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Action

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Style Fo

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Font

Size

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Colo

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Color

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Align

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Cent

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Layout & Routing

Rout

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Move

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Drop

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Format Shape

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Color

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Web

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Standard

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Open

Save

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Email

Prin

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Undo

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Help: F1

DD EEVV EELL OOPP EERR TT OOOO LL SS

Macros: Alt+F8Open Visual Basic Editor: Alt+F11

Close Visual Basic Editor: Alt+Q

DDRR AA WW II NN GG TT OOOOLL SS

Arc Tool: Ctrl+7Connection Point Tool: Ctrl+Shift+1Crop Tool: Ctrl+Shift+2Ellipse Tool: Ctrl+9

Freeform Tool: Ctrl+5

Line Tool: Ctrl+6Pencil Tool: Ctrl+4Pointer Tool: Ctrl+1

Rectangle Tool: Ctrl+8Stamp Tool: Ctrl+Shift+3Text Block Tool: Ctrl+Shift+4Text Tool: Ctrl+2

MM EENN UU CCOOMM MM AA NN DDSS

Align Shapes: F8

Bring to Front: Ctrl+Shift+FDuplicate: Ctrl+DField: Ctrl+F9Fit Page in Window (width): Ctrl+W

Flip Horizontally: Ctrl+HFlip Vertically: Ctrl+JFormat Fill: F3Format Line: Shift+F3

Format Text: F11

Full Screen: F5Go to Page: Shift+F4Hyperlink: Ctrl+K

Page Setup: Shift+F5Redo: Ctrl+YRepeat: F4

Rotate Left: Ctrl+LRotate Right: Ctrl+RSave: Alt+Shift+F2Send to Back: Ctrl+Shift+B

Snap and Glue: Alt+F9Toggle Glue: F9Toggle Snap: Shift+F9Undo: Ctrl+Z

PP AA NN && ZZOOOO MM

Pan: Ctrl+Shift+Hold Right Mouse Button

Zoom In: Ctrl+Shift+Left ClickZoom Out: Ctrl+Shift+Right Click

KEYBOARD SHORTCUTS

8/6/2019 Visio 2003 Professional Cheat Sheet

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Any use of any trade name, trademark or product of any other company in this Intelliguide is unintentional and inadvertent and any such use is not intended to convey endorsement or other affiliations with our product.Intelliguides Inc. disclaims all liability for any damages, actual or consequential, howsoever caused, which may result from the application or misapplication of this material. Screen shot(s) in this product used by permission

from Microsoft Corporation. All Rights Reserved.

Incorporate Diagram into Word Document:Select all the shapes inyour diagram (Edit: Select All or Ctrl+A) Copy the shapes (Edit: Copor Ctrl+C) Open Word, then open desired Word document Click thelocation in the document where you want to insert the diagram Pastethe shapes into the document by clicking Edit: Paste or {Ctrl+V}Modify the Diagram in the Word Document: In the Word documentdouble-click the diagram Microsoft Visio starts within Word (work withyour diagram as you normally would in Visio) To exit Visio and return tthe document, click outside the diagram (somewhere in the Worddocument) Microsoft Visio closes and Word becomes the active prograSend Your Diagram Electronically Using Microsoft Outlook: In Visclick File: Send To Mail Recipient (as Attachment)... Outlook starts anautomatically attaches your diagram to an e-mail Specify recipient Type a message Send the e-mail

MICROSOFT OFFICE

Change Appearance of Shape Using Control Handles: With thePointer tool, click the control handle on the shape and drag it To findout what a control handle does, read the Screen Tip that appears whenyou pause the pointer over the control handle, or right-click a shape andclick Help on the shortcut menu Note: Control handles are used tochange the appearance of a shape Every control handle does somethindifferent ( rotate a shape, move the lines inside a shape, increase thesize of a pie chart slice, change the location of the text associated withthe shape)

Format 1-D Shape: A 1-D shape behaves like a line, it has endpointsthat you drag to resize the shape Select the 1-D shape Format:

Line..., to change the color, thickness, pattern, or ends AlternateMethod: Click any of the formatting buttons on the toolbar, such asthe Line Color button, the Line Weight button, or the Line Endbutton Note:To duplicate a shape after formatting it, click the shape,and on the Edit menu, click Copy On the Edit menu, click Paste To quickly copy a shape to a specific location, hold down the [Ctrl] keywhile dragging the shape Make sure to release the mouse button beforyou release the [Ctrl] key, or the shape will move instead of being copie

Format 2-D Shape: A 2-D shape behaves like a rectangle, it has selectiohandles that you can drag to resize the shape Select the 2-D shape(select multiple shapes by holding down the [Shift] key while you clickeach shape or by dragging a selection net around the shapes) Format

Line..., to change the line color, thickness, or pattern Format: Fto change the fill color or pattern Click any of the formatting buttons,such as the Fill Color, on the toolbar To show more formattingbuttons (so you can quickly format shapes), right-click the toolbar area,then from the shortcut menu, check Format Shape

Format Shapes in Flowchart: To change the color of the Decisionshape, click it, click the Fill Color on the toolbar then choose the greecolor To change the line color in the Predefined process shape, click it,click the Line Color button on the toolbar, then choose a gray color To decrease the distance between the inside lines of the predefinedprocess shape, click in the center of the shape and drag the controlhandle on the shape To adjust the curve of the Line-curve connector

shape, drag the control handle on the shape To change the pattern ofthe Line-curve connector shape, click the shape, click the Line Patterbutton on the toolbar, then select a dashed pattern

Use Format Painter to Copy All Formatting Attributes: Copy text, fand line attributes of one shape, to another Click the shape whoseformatting you want to copy Click the Format Painter tool icon Click another shape to format

Move a Shape: Select the shape Place the Pointer tool over thecenter of the shape (the pointer changes to a four-headed arrow)Note: This visual cue tells you the shape is ready to be moved Dragthe shape, or press the arrow keys (on your keyboard) to move theshape Tip: Use the grid on the drawing page to align and snap shapesinto position Placing the Pointer tool over the center of a shapeisnt necessary, however, its a good habit to develop, so you do notdrag a shape handle by mistake If you drag a shape handle, youwill resize the shape instead of moving it If you resize the shape bymistake, you can undo your last action (Edit: Undo or Ctrl+Z)

Move a Shape Horizontally or Vertically: Hold down [Shift], asyou drag the shape up and down, or left and right, in a straight line

Move Multiple Shapes: Hold down [Shift] while you click each

shape Tip: If the shapes you want to move are all close together,click a blank area of the drawing page (with the Pointer tool) anddrag to create a selection net encompassing all the shapes Placethe Pointer tool over the center of any of the selected shapes ThePointer changes to a four-headed arrow, indicating the shapes areready to be moved Drag the shapes, or use the arrow keys to movethe shapes

Nudge Selected Shape: Select a shape Use the arrow keys(on your keyboard) to nudge a shape up, down, left, or right

MOVING SHAPES

Resize Shape: Visio shapes have green selection handles that youcan use to resize a shape With the Pointer tool, click a shape anddrag one of these handles around, to increase or decrease the size ofthe shapeResize a Shape Proportionally: Place the Pointer tool over acorner selection handle and click The pointer changes to a two-headed arrow, indicating the shape is ready to be resized Click+drathe handle to the desired sizeSpecify Exact Size of a Shape: Click View: Size & Position Windo In the Size & Position window, enter the new measurements into thappropriate fields

RESIZING SHAPES

Add Hyperlink to a Shape: Click the shape, Insert: Hyperlinks... o{Ctrl+K} In the Hyperlinks dialog box, in the Address box, type theaddress of the link location ClickSave Diagram as a Web Page: File: Save as Web Page... In theSave in: field, open the folder in which you want to save the file In theFile name: field, type a name for the Web page file To specify the titlethat appears in the title bar when the page is displayed in a browser, clic[Change Title...] In the Set Page Title dialog box, type a title, and the

Click [ Save] to open your Web browser and view the page

WEB

Using The Pan & Zoom Window: View: Pan & Zoom Window Inthe Pan & Zoom window, drag around the area to magnify MicrosoftVisio zooms in on the area of the drawing page Note: The area ishighlighted (by a red rectangle) in the Pan & Zoom windowPan the Diagram: Drag the selected area in the Pan & Zoom windowQuickly Zoom Out: {Ctrl+W} to fit your diagram in the drawing windowZoom In on Specific Area of Diagram: Hold down the {Ctrl+Shift}keys (the Pointer tool changes to a Magnifying tool) Click the mouse tozoom in incrementally You can also drag (a selection net) around theshapes to zoom in on them Release mouse button Right-click tozoom out Note: Specify magnification percentage by typing or selectinga percentage in the Zoom box on the toolbar

THE PAN & ZOOM WINDOW

FORMATTING SHAPES

Add Connection Point: Select the shape you wish to add the connectionpoint to Select the Connector Tool Ctrl+click the selected shapeDelete Connection Point: Select the shape you wish to delete theconnection point from Select the Connection Point Tool Click theconnection point Note: It will turn magenta Press [Delete]Change Connection Point Type: Select the Connection Point tool

Right-click the connection point Note: It will turn magenta ChooseInward, Outward, or Inward & OutwardChange Connection Point Angle: Tools: Options... then click Advancedtab Check the Run in developer mode check box Click Select the Connection Point Tool Click the connection pointNote: It will turn magenta Drag the arrow to the desired angleConnect Shapes W ith The Connector Tool: Select the

Connector toolMethod A] Static (Point-to-Point) Glue: Drag from a connectionpoint on the 1st shape to a connection point on the 2nd shapeNote: The endpoints will turn red when shapes are connectedMethod B] Dynamic (shape-to-shape) Glue: Position the

Connector tool over the center of the 1st shape Note: A red box willappear around the shape Click+drag to the center of the 2nd shape Release the mouse button when a red box appears around the 2ndshapeConnect Shapes By Dragging Them Onto Page: Select the

Connector tool Drag a shape from the stencil onto the drawingpage With the 1st shape selected, drag a 2nd shape onto the page Shapes are connected automaticallyConnect Shapes With Connector Shape From Stencil:Dragconnector shape from the stencil (if you dont see one, use the

Connector Tool) Drag connectors begin point to the shape youreconnecting from (parent shape) Drag connectors end point to theshape you're connecting to (child shape) Note: Endpoints will turn redwhen the connector is gluedConnect Several Shapes At Once: Select the shapes in the order youwish to connect them Method A] Dynamic Connector: Click the

green stencil background to make sure you dont have a differentconnector shape selected Method B] To use a specific connectorshape, select it in the stencil Shape: Connect ShapesSwitch Between Static & Dynamic Glue: Drag connector endpointaway from the shape Method A] Drag the endpoint to one of theshapes connection points, to use static glue Method B] Drag endpointtowards the center of the shape (until a box appears around the entireshape), to use dynamic glue

THE CONNECTOR TOOL