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    V i s i o 2 0 1 0 : A d v a n c e d

    Instructors Edition

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    Visio 2010: Advanced

    President, Axzo Press: Jon Winder

    Vice President, Product Development: Charles G. Blum

    Vice President, Operations: Josh Pincus

    Director of Publishing Systems Development: Dan Quackenbush

    Writers: Jim OShea, Brandon Heffernan

    Developmental Editor: Brandon Heffernan

    Copyeditor: Cathy Albano

    Keytester: Cliff Coryea

    COPYRIGHT 2011 Axzo Press. All rights reserved.

    No part of this work may be reproduced, transcribed, or used in any form or by any meansgraphic, electronic, ormechanical, including photocopying, recording, taping, Web distribution, or information storage and retrieval

    systemswithout the prior written permission of the publisher.

    For more information, go to www.axzopress.com.

    Trademarks

    ILT Series is a trademark of Axzo Press.

    Some of the product names and company names used in this book have been used for identification purposes only andmay be trademarks or registered trademarks of their respective manufacturers and sellers.

    Disclaimer

    We reserve the right to revise this publication and make changes from time to time in its content without notice.

    ISBN 10: 1-4260-2058-9

    ISBN 13: 978-1-4260-2058-2

    Printed in the United States of America

    1 2 3 4 5 GL 06 05 04 03

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    Contents

    Introduction iii

    Topic A: About the manual............................................................................... ivTopic B: Setting student expectations .............................................................. ixTopic C: Classroom setup.................................................................................xiiTopic D: Support.............................................................................................. xiv

    Creating technical layouts 1-1Topic A: Layers ...............................................................................................1-2Topic B: Drawing scales................................................................................. 1-11Topic C: Displaying shape dimensions .......................................................... 1-28Unit summary: Creating technical layouts ...................................................... 1-35

    Custom themes and templates 2-1

    Topic A: Custom themes .................................................................................2-2Topic B: Custom templates ............................................................................ 2-10Unit summary: Custom themes and templates ................................................ 2-13

    Custom shapes and stencils 3-1Topic A: Special drawing operations............................................................... 3-2Topic B: Shape behaviors................................................................................ 3-9Topic C: Custom stencils................................................................................ 3-13Unit summary: Custom shapes and stencils .................................................... 3-30

    Business diagrams and Web site mapping 4-1Topic A: Block, tree, and onion diagrams ....................................................... 4-2

    Topic B: Flowcharts .......................................................................................4-10Topic C: Organization charts.......................................................................... 4-20Topic D: Project management diagrams......................................................... 4-27Topic E: Web site maps.................................................................................. 4-38Unit summary: Business diagrams and Web site mapping ............................. 4-48

    Integrating Visio with other programs 5-1Topic A: Integration with Microsoft Word...................................................... 5-2Topic B: Integration with PowerPoint ............................................................ 5-10Topic C: Integration with Microsoft Outlook................................................. 5-15Topic D: Working with Web-enabling features.............................................. 5-24Unit summary: Integrating Visio with other programs ................................... 5-30

    Software and database diagrams 6-1Topic A: Documenting software systems ........................................................ 6-2Topic B: Database model diagrams................................................................. 6-8Unit summary: Software and database diagrams ............................................ 6-16

    Course summary S-1Topic A: Course summary ............................................................................... S-2Topic B: Continued learning after class ..........................................................S-3

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    ii Visio 2010: Advanced

    Glossary G-1

    Index I-1

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    iii

    Introduction

    After reading this introduction, you will know

    how to:

    A Use ILT Series manuals in general.

    B Use prerequisites, a target student

    description, course objectives, and a skills

    inventory to properly set studentsexpectations for the course.

    C Set up a classroom to teach this course.

    D Get support for setting up and teaching this

    course.

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    iv Visio 2010: Advanced

    Topic A: About the manual

    ILT Series philosophy

    Our goal is to make you, the instructor, as successful as possible. To that end, our

    manuals facilitate students learning by providing structured interaction with the

    software itself. While we provide text to help you explain difficult concepts, the hands-on activities are the focus of our courses. Leading the students through these activities

    will teach the skills and concepts effectively.

    We believe strongly in the instructor-led class. For many students, having a thinking,

    feeling instructor in front of them will always be the most comfortable way to learn.

    Because the students focus should be on you, our manuals are designed and written to

    facilitate your interaction with the students, and not to call attention to manuals

    themselves.

    We believe in the basic approach of setting expectations, then teaching, and providing

    summary and review afterwards. For this reason, lessons begin with objectives and end

    with summaries. We also provide overall course objectives and a course summary to

    provide both an introduction to and closure on the entire course.

    Our goal is your success. We encourage your feedback in helping us to continually

    improve our manuals to meet your needs.

    Manual components

    The manuals contain these major components:

    Table of contents

    Introduction

    Units

    Course summary Glossary

    Index

    Each element is described below.

    Table of contents

    The table of contents acts as a learning roadmap for you and the students.

    Introduction

    The introduction contains information about our training philosophy and our manualcomponents, features, and conventions. It contains target student, prerequisite,

    objective, and setup information for the specific course. Finally, the introduction

    contains support information.

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    Introduction v

    Units

    Units are the largest structural component of the actual course content. A unit begins

    with a title page that lists objectives for each major subdivision, or topic, within the unit

    Within each topic, conceptual and explanatory information alternates with hands-on

    activities. Units conclude with a summary comprising one paragraph for each topic, and

    an independent practice activity that gives students an opportunity to practice the skills

    theyve learned.The conceptual information takes the form of text paragraphs, exhibits, lists, and tables.

    The activities are structured in two columns, one telling students what to do, the other

    providing explanations, descriptions, and graphics. Throughout a unit, instructor notes

    are found in the left margin.

    Course summary

    This section provides a text summary of the entire course. It is useful for providing

    closure at the end of the course. The course summary also indicates the next course in

    this series, if there is one, and lists additional resources students might find useful as

    they continue to learn about the software.

    Glossary

    The glossary provides definitions for all of the key terms used in this course.

    Index

    The index at the end of this manual makes it easy for you and your students to find

    information about a particular software component, feature, or concept.

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    vi Visio 2010: Advanced

    Manual conventions

    Weve tried to keep the number of elements and the types of formatting to a minimum

    in the manuals. We think this aids in clarity and makes the manuals more classicallyelegant looking. But there are some conventions and icons you should know about.

    Item DescriptionInstructor note/icon

    Italic text In conceptual text, indicates a new term or feature.

    Bold text In unit summaries, indicates a key term or concept. In

    an independent practice activity, indicates an explicit

    item that you select, choose, or type.

    Code font Indicates code or syntax.

    Longer strings of

    code will look

    like this.

    In the hands-on activities, any code thats too long to fit

    on a single line is divided into segments by one or more

    continuation characters (). This code should be

    entered as a continuous string of text.

    Instructor notes. In the left margin, provide tips, hints, and warnings for

    the instructor.

    Select bold item In the left column of hands-on activities, bold sans-serif

    text indicates an explicit item that you select, choose,

    or type.

    Keycaps likee Indicate a key on the keyboard you must press.

    Warning icon.Warnings prepare instructors for potential classroom

    management problems.

    Tip icon.Tips give extra information the instructor can share

    with students.

    Setup icon.Setup notes provide a realistic business context for

    instructors to share with students, or indicate additional

    setup steps required for the current activity.

    Projector icon.Projector notes indicate that there is a PowerPoint slide

    for the adjacent content.

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    Introduction vii

    Hands-on activities

    The hands-on activities are the most important parts of our manuals. They are divided

    into two primary columns. The Heres how column gives short directions to thestudents. The Heres why column provides explanations, graphics, and clarifications.

    To the left, instructor notes provide tips, warnings, setups, and other information for the

    instructor only. Heres a sample:

    Do it! A-1: Creating a commission formula

    Heres how Heres why

    1 Open Sales This is an oversimplified sales compensationworksheet. It shows sales totals, commissions,and incentives for five sales reps.

    Take the time to makesure your studentsunderstand thisworksheet. Well be here awhile.

    2 Observe the contents of cell F4

    The commission rate formulas use the nameC_Rate instead of a value for the commission

    rate.

    For these activities, we have provided a collection of data files designed to help students

    learn each skill in a real-world business context. As students work through the activities

    they will modify and update these files. Of course, students might make a mistake and

    therefore want to re-key the activity starting from scratch. To make it easy to start over,

    students will rename each data file at the end of the first activity in which the file is

    modified. Our convention for renaming files is to add the word My to the beginning

    of the file name. In the above activity, for example, students are using a file called

    Sales for the first time. At the end of this activity, they would save the file as My

    sales, thus leaving the Sales file unchanged. If students make mistakes, they can start

    over using the original Sales file.

    In some activities, however, it might not be practical to rename the data file. Such

    exceptions are indicated with an instructor note. If students want to retry one of these

    activities, you will need to provide a fresh copy of the original data file.

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    viii Visio 2010: Advanced

    PowerPoint presentations

    Each unit in this course has an accompanying PowerPoint presentation. These slide

    shows are designed to support your classroom instruction while providing students witha visual focus. Each presentation begins with a list of unit objectives and ends with a

    unit summary slide. We strongly recommend that you run these presentations from the

    instructors station as you teach this course. A copy of PowerPoint Viewer is included,

    so it is not necessary to have PowerPoint installed on your computer.

    The ILT Series PowerPoint add-in

    The CD also contains a PowerPoint add-in that enables you to create slide notes for the

    class. To load the PowerPoint add-in:

    1 Copy the Course_ILT.ppa file to a convenient location on your hard drive.

    2 Start PowerPoint.

    3 Choose Tools, Macro, Security to open the Security dialog box. On the Security

    Level tab, select Medium (if necessary), and then click OK.

    4 Choose Tools, Add-Ins to open the Add-Ins dialog box. Then, click Add New.

    5 Browse to and double-click the Course_ILT.ppa file, and then click OK. A

    message box will appear, warning you that macros can contain viruses.

    6 Click Enable Macros. The Course_ILT add-in should now appear in the

    Available Add-Ins list (in the Add-Ins dialog box). The x in front of

    Course_ILT indicates that the add-in is loaded.

    7 Click Close to close the Add-Ins dialog box.

    After you complete this procedure, a new toolbar will be available at the top of the

    PowerPoint window. This toolbar contains a single button labeled Create SlideNotes.

    Click this button to generate slide-notes files in both text (.txt) and Excel (.xls) format.

    By default, these files will be saved to the folder that contains the presentation. If the

    PowerPoint file is on a CD-ROM or in some other location to which the slide-notes files

    cannot be saved, you will be prompted to save the presentation to your hard drive and

    try again.

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    Introduction ix

    Topic B: Setting student expectations

    Properly setting students expectations is essential to your success. This topic will help

    you do that by providing:

    Prerequisites for this course

    A description of the target student

    A list of the objectives for the course

    A skills assessment for the course

    Course prerequisites

    Students taking this course should be familiar with personal computers and the use of a

    keyboard and a mouse. Furthermore, this course assumes that students have completedthe following courses or have equivalent experience:

    Windows 7: Basic, Windows XP: Basic, orWindows Vista: Basic

    Visio Professional 2010: Basic

    Target student

    Students taking this course should have basic knowledge of Visio Professional 2010.

    Students will get the most out of the course if their goal is to become proficient in

    creating technical and business diagrams; creating custom shapes, behaviors, stencils

    and templates; and integrating Visio with other Office applications.

    Course objectives

    You should share these overall course objectives with your students at the beginning of

    the day. This will give the students an idea about what to expect, and it will help you

    identify students who might be misplaced. Students are considered misplaced when they

    lack the prerequisite knowledge or when they already know most of the subject matter

    to be covered.

    After completing this course, students will know how to:

    Create, assign, and customize layers; modify a drawing scale; and add and

    modify dimension lines.

    Use themes to quickly format charts and diagrams; create themes; create and

    apply styles; create templates; and create drawings based on custom templates.

    Enable developer mode, create complex shapes, apply behaviors to shapes,

    protect a shape, create master shapes and custom stencils, and define custom

    default actions and master shape properties.

    Create block diagrams, flowcharts, organization charts, and project managementdiagrams, and generate a Web site map.

    Integrate Visio drawings with other Office programs, such as Microsoft Word,

    Microsoft PowerPoint, and Microsoft Outlook; and work with Web-enabling

    features such as hyperlinks.

    Create program-window prototypes and system diagrams; create database model

    diagrams; and reverse engineer a table from a database.

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    x Visio 2010: Advanced

    Skills inventory

    Use the following form to gauge students skill levels entering the class (students have

    copies in the introductions of their student manuals). For each skill listed, have studentsrate their familiarity from 1 to 5, with 5 being the most familiar. Emphasize that this is

    not a test. Rather, it is intended to provide students with an idea of where theyre

    starting from at the beginning of class. If a student is wholly unfamiliar with all the

    skills, he or she might not be ready for the class. A student who seems to understand allof the skills, on the other hand, might need to move on to the next course in the series.

    Skill 1 2 3 4 5

    Creating and assigning layers

    Customizing layers

    Adding custom shapes to a layer

    Customizing the drawing scale

    Manually adding and adjusting shapes to scale

    Changing the size and position settings of a shape

    Duplicating shapes

    Adding and adjusting dimension lines

    Setting display units

    Calculating and displaying the area of a room

    Applying theme colors and effects

    Creating custom themes

    Creating and applying custom templates

    Enabling developer mode

    Creating complex shapes

    Applying shape behaviors

    Protecting a shape

    Creating custom master shapes

    Working with ShapeSheets

    Creating custom default actions

    Setting master shape properties

    Creating and saving custom stencils

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    Introduction xi

    Skill 1 2 3 4 5

    Creating block diagrams

    Creating workflow diagrams

    Creating cross-functional flowcharts

    Comparing organization charts

    Creating an organization chart by importing data

    Creating timelines

    Creating PERT charts

    Creating Gantt charts

    Generating Web site maps

    Generating a report of Web site links

    Embedding a Visio drawing in a Word document

    Using drag-and-drop between applications

    Inserting drawings in PowerPoint

    Linking PowerPoint presentations to Visio drawings

    Creating calendars

    Importing calendar data from Outlook

    Linking a Visio drawing to a Word document

    Converting drawings to Web pages

    Creating a prototype of a program window

    Drawing system diagrams

    Creating database model diagrams

    Using the Reverse Engineer Wizard

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    xii Visio 2010: Advanced

    Topic C: Classroom setup

    All our courses assume that each student has a personal computer to use during the

    class. Our hands-on approach to learning requires they do. This topic gives information

    on how to set up the classroom to teach this course. It includes minimum requirements

    for the students personal computers, setup information for the first time you teach the

    class, and setup information for each time that you teach after the first time you set upthe classroom.

    Hardware requirements

    Each students personal computer should have:

    A keyboard and a mouse

    A 500 MHz processor (or higher)

    At least 256 MB RAM

    At least 1.5 GB of available hard disk space

    A CD-ROM or DVD drive

    An SVGA monitor (1024768 or higher resolution)

    Software requirements

    You will need the following software:

    Windows 7, Windows XP, or Windows Vista, updated with the most recent

    service packs

    Note: This course was written using Windows 7. If you use another version of

    Windows, the screens will look different.

    Microsoft Visio Professional 2010

    Microsoft Office 2010 (specifically Word, Excel, PowerPoint, and Outlook)

    Network requirements

    The following network components and connectivity are also required for this course:

    Internet access, for the following purposes:

    Downloading the latest critical updates and service packs

    Downloading the student data files from www.axzopress.com

    (if necessary)

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    Introduction xiii

    Classroom setup instructions

    Before you teach this course, you will need to perform the following steps to set up each

    student computer.

    1 Install Windows 7 on an NTFS partition according to the software publishers

    instructions. After installation is complete, if the student machines have Internet

    access, use Windows Update to install any critical updates and service packs.

    Note: You can also use Windows XP or Windows Vista, although the screen

    shots in this course were taken using Windows 7, so students screens will look

    somewhat different.

    2 If using a flat panel display, we recommend using the panels native resolution

    for best results. Color depth/quality should be set to High (24 bit) or higher.

    3 Display file extensions:

    a Open Windows Explorer.

    b (In Windows 7) Choose Organize, Folder and search options; then click theView tab.

    c Clear the check box for Hide extensions for known file types. Click OK.

    d Close Windows Explorer.4 Install Microsoft Visio Professional 2010 according to the software

    manufacturers instructions.

    5 Start Visio Professional 2010 on each computer. In the Welcome to Microsoft

    Office 2010 screen, select Use Recommended Settings, click OK, and close

    Visio.

    6 Install Microsoft Office 2010 according to the software manufacturers

    instructions. You will need Word, Excel, PowerPoint, and Outlook.

    7 Configure Outlook to operate without e-mail support as follows:

    a Launch Outlook. In the Microsoft Outlook 2010 Startup wizard, click Next

    b Under E-mail Accounts, select No and click Next.

    c Check Continue with no e-mail support and click Finish.

    d Close Outlook.

    8 If you have the data disc that came with this manual, locate the Student Data

    folder on it and copy it to the desktop of each student computer.

    If you dont have the data disc, you can download the student data files for the

    course:

    a Connect to www.axzopress.com.

    b Under Downloads, click Instructor-Led Training.

    c Browse the subject categories to locate your course. Then click the coursetitle to display a list of available downloads. (You can also access these

    downloads through our Catalog listings.)d Click the link(s) for downloading the student data files. You can download

    the files directly to student machines or to a central location on your own

    network.

    e Create a folder named Student Data on the desktop of each student

    computer.

    f Double-click the downloaded zip file(s) and drag the contents into the

    Student Data folder.

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    xiv Visio 2010: Advanced

    Topic D: Support

    Your success is our primary concern. If you need help setting up this class or teaching a

    particular unit, topic, or activity, please dont hesitate to get in touch with us.

    Contacting us

    Please contact us through our Web site, www.axzopress.com. You will need to provide

    the name of the course, and be as specific as possible about the kind of help you need.

    Instructors tools

    Our Web site provides several instructors tools for each course, including course

    outlines and answers to frequently asked questions. To download these files, go to

    www.axzopress.com. Then, under Downloads, click Instructor-Led Training and

    browse our subject categories.

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    11

    U n i t 1

    Creating technical layouts

    Unit time: 75 Minutes

    Complete this unit, and youll know how to:

    A Create and assign shapes to a layer,

    customize a layer, and add custom shapes

    to a layer.

    B Use a predefined scale, change the drawing

    scale, add and adjust shapes, change thesize and position of shapes, and duplicate

    shapes.

    C Add and adjust dimension lines, set display

    units, and calculate and display the area of

    a room.

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    12 Visio 2010: Advanced

    Topic A: Layers

    Explanation In Visio, layers are like clear drawing sheets placed on top of one another, merging toproduce an image, as illustrated in Exhibit 1-1. Layers provide additional control over

    elements in a drawing; for example, you can control which elements of a drawing to

    view or print. You can also use layers to group related types of shapes.

    Working with layers

    If youre working on a drawing such as a floor plan, which consists of different floors

    and shape types (furniture shapes, plumbing and electrical lines, and construction

    components including doors, walls, and windows), you can use layers to group these

    elements by type. This allows you to selectively view each shape type and work on

    them individually.

    Layers

    Exhibit 1-1: An example of layers in a Visio drawing

    By using layers, you can:

    Divide complex drawings into sets of related shapes.

    Show the progression of a drawing over time.

    Control property reports for all shapes on a layer.

    Create and manage custom properties for shapes.

    Print a selected set of shapes from a drawing.

    Prevent accidental mistakes by locking layers youre not working on.

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    Creating technical layouts 13

    The Layer Properties dialog box

    Property settings are defined in the Layer Properties dialog box, shown in Exhibit 1-2.

    In this dialog box, you can change property settings and create and remove layers. Layer

    properties control how a layer appears or functions in a drawing.

    To open the Layer Properties dialog box:

    1 In the Editing group on the Home tab, click Layers.2 Choose Layer Properties.

    Exhibit 1-2: The Layer Properties dialog box

    The following table describes the columns in the Layer Properties dialog box.

    Column Description

    # Displays the number of shapes assigned to a layer.

    Visible Toggles the visibility of a layer in the drawing. If the column is cleared, objects on

    that layer will not be visible.

    Print Toggles whether a layer prints or not. If the column is cleared, objects on the layerwill not print, even if they are shown in the drawing.

    Active Toggles whether a layer is active or inactive. If a layer is active (checked), anynew shapes that do not have a predefined layer assignment will automatically be

    assigned to the active layer when you add the shapes to the page.

    Lock Protects shapes on a layer so that they cannot be selected or edited. A locked layer

    cannot be an active layer.

    Snap Toggles whether other shapes can snap to shapes assigned to the layer.

    Glue Toggles whether other shapes can be glued to shapes assigned to the layer.

    Color Specifies a layer color. When this option is checked, you can select a color from

    the Layer color list and set the transparency of the color.

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    14 Visio 2010: Advanced

    Creating a layer

    To create a layer, open the Layer Properties dialog box and click New. Then type a

    name for the layer, and click OK. When you create a layer, its added only to the current

    page, rather than every page in the file.

    Assigning shapes to a layer

    Master shapes inserted from a stencil are automatically assigned to a layer when theyreplaced in a drawing. Even if you open stencils that are not included with a template,

    Visio creates layers as you add shapes. For example, if you begin with an organization

    chart template, the shapes in the organization chart stencil will have an assigned layer. If

    you open a flowchart stencil, the shapes in it will be assigned to another set of layers.

    This helps you to organize shapes and layers with minimal effort.

    Unlike master shapes, any shapes you create with a drawing tool or import as an image

    file are not assigned to a layer. To manually assign a shape to a layer, first select the

    shape. Then, on the Home tab, click Layers and choose Assign to Layer. This opens the

    Layer dialog box, in which you can select the layer you want to assign to the shape.

    Do it! A-1: Creating and assigning a layerThe files for this activity are in student data folderUnit 1\Topic A.

    Heres how Heres why

    1 Start Microsoft Visio 2010 (Click Start and choose All Programs, MicrosoftOffice, Microsoft Visio 2010.)

    2 Maximize the Visio window If necessary.

    Outlander Spices isopening a new office inOrlando. Youll create afloor plan for the newoffice.

    3 Open Floorplan.vsd (From the current topic folder.) The FirstFloorpage opens by default. Youll create a layer and

    assign it to the shapes in the drawing.

    Save the file as My Floorplan

    4 On the Home tab, in the Editing

    group, click

    Choose Layer Properties To open the Layer Properties dialog box, whichshows the layers in the drawing. The Visible,Print, Snap, and Glue properties are checked for

    most layers, indicating that these settings are

    active for those layers.

    5 ClickNew To open the New Layer dialog box.

    Type Title Block, and clickOK The new layer appears in the dialog box. Bydefault, the Visible, Print, Snap, and Glue

    properties are assigned to this new layer.

    Tell students they mightneed to scroll down a littleto see the new layer in thelist.

    ClickOK To close the Layer Properties dialog box.

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    Creating technical layouts 15

    6 Select the title block, as shown (Click it.) At the bottom of the drawing.

    This object was created with a drawing tool andis therefore not automatically placed on a layer.

    Youll assign it to the new layer you created.

    7 Click

    Choose Assign to Layer To open the Layer dialog box. Here, you canspecify a layer to contain the selected shape on

    the page.

    8 CheckTitle Block To assign the selected shape to the Title Blocklayer you created.

    ClickOKTell students there is novisible result at this point.

    9 Switch to the SecondFloor page Click the SecondFloor tab at the bottom of thedrawing.

    10 Open the Layer Properties dialog

    box

    (Click Layers and choose Layer Properties.)

    There are currently no layers on this page.

    ClickCancel To close the Layer Properties dialog box.

    11 Select the Quick Shapes stencil

    Scroll to the bottom of the stencil

    12 Drag a Wall shape onto the page (Under Walls, Doors and Windows.) You canplace the shape anywhere on the page.

    13 Open the Layer Properties dialog

    box

    Two layers are shown.

    When shapes are placed in a drawing from astencil, layers are added automatically. The

    Building Envelope layer is part of this

    template and contains the structural elements.

    ClickOK To close the Layer Properties dialog box.

    14 Save your changes

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    16 Visio 2010: Advanced

    Customizing layers

    Explanation After you add a layer to a drawing, you can define its properties to control how the layerfunctions. You might want to lock a layer to prevent modifications to it. For example,

    while working with an office layout, you might lock the floor plan layer while working

    on the electrical outlets layer. When you lock a layer, it cant be edited or even selected.

    Layer size

    Layer size is measured by the number of shapes on the layer, not by its physical

    dimensions. If the size of a layer is zero, then you might consider deleting it because

    there are no shapes assigned to it. You can remove these layers by checking the

    Remove unreferenced layers check box in the Layer Properties dialog box.

    Layer color

    When you work with complex drawings, it might be difficult to distinguish between

    objects. You can assign a color to a layer so that all objects on the layer share that color.

    For example, you might assign a color to the network and connector layers to help

    distinguish network cables from walls and floors.

    Do it! A-2: Customizing layers

    Heres how Heres why

    1 Switch to the FirstFloor page Currently, servers and hubs are not shown.Youll make these objects visible by changing

    layer properties.

    2 Open the Layer Properties dialog

    box

    Click Layers and choose Layer Properties.

    3 Scroll down to the Network layer The Network layer is not set to Visible, so the

    objects on this layer are not shown in thedrawing.

    4 Check the Visible box for the

    Network layer

    To make the shapes on the Network layer visiblein the drawing.

    Tell students they mightneed to move the dialogbox to see the result.

    ClickApply The computers in the Technical Support area arenow shown on the page. (You might have to

    move the dialog box to see the changes.)

    5 Make the Connector Layer visible In the Layer Properties dialog box, scroll up andcheck Visible for the Connector layer.

    ClickApply To show the connector shapes connecting theservers to the workstations.

    6 View the Title Block layer Scroll down.

    7 Check the Lock box for Title

    Block

    With the layer locked, you wont be able to editor even select the shapes assigned to the Title

    Block layer. This prevents inadvertent edits as

    you work on other layers.

    ClickOK

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    Creating technical layouts 17

    8 Select the Title Block (At the bottom of the page.) You cant select itbecause its locked, so it cant be modified.

    If students canselect it, either the shapewas not properly placedon the layer or they lockedthe wrong layer.

    9 Open the Layer Properties dialog

    box

    10 Observe the # column

    To see the number of shapes on each layer.

    Some layers do not contain any shapes. Tomanage your drawing, you can remove layers

    with no shapes.

    11 CheckRemove

    unreferenced layers

    (In the lower-left side of the dialog box.) Toremove all layers that do not contain any shapes.

    Unreferenced layers are created when a master

    shape is added to a drawing and then removed.

    ClickApply To apply the changes. Layers that do not containany shapes are removed from the list.

    12 For the Network layer, check

    Color

    The default color of the layer is gray. Selectingthe Color option assigns a color to a layer. When

    you add shapes to the layer, the shapes will

    automatically take on the assigned color.

    From the Layer color list,

    select 04

    To give the computers in the Technical Support

    area a bright blue color.

    13 Give the Connector layer a bright

    red color

    Check Color for the layer and select color 02from the Layer color list.

    ClickOK To close the dialog box and view the result.

    14 Save your changes

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    18 Visio 2010: Advanced

    Layers and custom shapes

    Explanation Manually created shapes, such as those drawn with the Rectangle or Ellipse tools, donot have pre-assigned layers. You can designate layers for the shapes you create by

    using the Active property in the Layer Properties dialog box. When the Active property

    for a layer is selected, any shapes that you manually create will be placed on that active

    layer. This does not affect shapes with pre-assigned layers.

    Reassigning master shapes

    If you dont want a master shape (a shape that you add from a stencil) assigned to its

    pre-defined layer, you can move it to another layer. To reassign master shapes:

    1 Select the shape(s) you want to reassign.

    2 In the Editing group, click Layers and choose Assign to Layer. This opens the

    Layer dialog box, shown in Exhibit 1-3.

    3 In the list, clear the pre-assigned layer. (The checked layer name indicates whichlayer the master shape is currently assigned to.)

    4 Check the layer that you want to assign the shapes to.

    5 Click OK.

    Exhibit 1-3: The Layer dialog box

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    Creating technical layouts 19

    Do it! A-3: Modifying layer properties and assignments

    Heres how Heres why

    1 Open the Layer Properties dialog

    box

    Youll designate a layer for the shapes you

    create.

    2 For the Network layer, checkActive

    To assign user-created shapes to the Networklayer.

    ClickOK To apply the changes and close the dialog box.

    If its not selected, tellstudents to select it.

    3 In the Tools group, verify that the

    Rectangle tool is selected

    4 Draw a small rectangle in the top-

    right corner of the floor plan

    Pressg To deselect the rectangle. The rectangle is blue,which indicates that its on the Network layer.

    5 Select the rectangle and try to

    apply a fill color

    (Use the Fill list in the Shape group.) The color

    of the rectangle does not change. As long as the

    shape is a member of the Network layer, it will

    remain blue.

    If a shape belongs tomultiple layers, and one ofthese layers has the Colorproperty active, theshapes Color property isignored.

    Delete the rectangle

    6 Open the Layer Properties dialogbox

    7 Create a layer named Addition Click the New button, type Addition in theLayer name box, and click OK.

    8 Activate the Color property for

    the Addition layer and set the

    color to 09

    To make the layer green.

    9 Make the Addition layer active Check the Active box for the Addition layer.

    10 Make the Network layer inactive Clear the Active box for the Network layer.

    ClickOK

    11 Activate the Cubicles stencil Click the stencil title bar.

    Point out that the shape isnot green because its amaster shape, and is notautomatically assigned tothe active layer.

    12 Drag the Cube workstation

    shape to the right side of the page

    (In the empty area.)

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    110 Visio 2010: Advanced

    13 Add another Cube workstation,

    as shown

    14 Select both cubicle shapes Use the Shift key.

    15 ClickLayers and choose

    Assign to Layer

    To open the Layer dialog box. The cubicle

    shapes were automatically added to the

    Furniture layer, based on their preset values.

    16 CheckAddition To assign the selected shapes to the Additionlayer. In this example, the Addition layer can beused to show how the floor plan would change

    as the result of a remodeling project. By hiding

    this layer and then displaying it, you see the

    proposed changes.

    17 ClearFurniture To remove the cubicle shapes from the defaultFurniture layer.

    ClickOK To assign the cubicle shapes to the Additionlayer.

    Deselect the cubicles The cubicles are green, indicating they are onthe Addition layer.

    18 In the Layer Properties dialog

    box, hide the networking shapes

    (Clear Visible for the Network layer.)

    19 Hide the shapes on the Connectorlayer

    To hide the shapes on the Network layer.

    ClickOK

    20 Save and close the file

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    Creating technical layouts 111

    Topic B: Drawing scales

    Explanation A drawing scale is a substitution for the default measuring system. For example, youmight create shapes in your drawing that are large and do not fit on the paper. You can

    customize the scale so that 1/8 inch is equivalent to one foot in the actual size. A scale

    maintains the correct proportions between the size of objects in a drawing and their real-

    world counterparts. So, for example, if you create a space plan using a scale, youllknow how much furniture can fit in a room.

    Set a drawing to scale

    The drawing scale is set as a page property. Depending on the template you use, a scale

    might already be defined. Most building-plan templates have a default scale. You can

    change a drawing scale, and set individual scales for each page in a drawing. You can

    set up a scale by using the Page Setup dialog box, shown in Exhibit 1-4. Its preferable

    to set a scale before you start your project.

    Exhibit 1-4: The Drawing Scale tab in the Page Setup dialog box

    To set a drawing scale:

    1 On the Design tab, click the dialog box launcher in the Page Setup group.

    2 Click the Drawing Scale tab.

    3 Change the settings as needed and click OK.

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    112 Visio 2010: Advanced

    The following table describes the options on the Drawing Scale tab.

    Option Description

    No scale (1:1) If selected, the drawing will not be scaled.

    Pre-defined scale Provides selection options for common drawing scales, such as architectural, metric,

    or engineering scales.

    Custom scale Allows you to specify custom scale ratios.

    Page size Shows the actual size of the page or area when used with a drawing scale.

    Changing a drawing scale

    When you change the drawing scale after creating a drawing, the entire drawing adjusts

    to the new setting. Sometimes, the drawing might be too large for the page. When you

    change the drawing scale, consider the outcome and adjust your page size accordingly

    by using the Drawing Scale tab in the Page Setup dialog box.

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    Creating technical layouts 113

    Do it! B-1: Using and changing the drawing scale

    The files for this activity are in student data folderUnit 1\Topic B.

    Heres how Heres why

    1 Open New floorplan.vsd From the current topic folder.

    Save the file as My Newfloorplan

    2 Switch to the SecondFloor page Youll change the drawing scale for theSecondFloor page so that the plan is visible ingreater detail.

    Tell students that theirnumbers might bedifferent but theincrements are the same.

    Observe the ruler

    (You might see different numbers, but they are

    shown in five-foot increments.) Youll set therulers to use a different scale.

    3 Click the Design tab

    In the Page Setup group, click the

    dialog box launcher

    (In the lower-right corner of the command

    group.) To open the Page Setup dialog box.

    Tell students to click theicon in the lower-rightcorner of the commandgroup.

    Click the Drawing Scale taband observe the page size

    The current page size is 96 ft. 6 in. 68 ft.

    4 Under Pre-defined scale, verifythat Architectural is selected

    To set a scale that adheres to the industrystandard for a building plan.

    5 Under Pre-defined scale, from the

    second list, select 1/4" = 1'0"

    To customize the scale so that 1/4 inch in the

    drawing is equivalent to one foot in actualmeasurement.

    6 Observe the new page size

    By increasing the scales size, you reduce thearea and the page size by half.

    ClickOK To set the new scale for this page.

    7 Observe the rulers

    The rulers shift for the new scale.

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    114 Visio 2010: Advanced

    8 Switch to the FirstFloor page Youll copy a shape from this page.

    9 Copy one of the green cubicle

    shapes

    Select it and press Ctrl+C.

    Observe the status bar (On the left side, under the Shapes window.) Tosee that the size of the cubicle is 8ft 8ft.

    10 Switch to the SecondFloor page

    11 Paste the shape Shapes automatically adjust to the current scale.Because the SecondFloor page uses a different

    scale, the shape appears twice as large.

    Observe the status bar The actual size, 8ft 8ft, remains the same.

    12 Switch to the FirstFloor page Youll change the drawing scale for the pageand observe the effect on the drawing.

    13 Open the Page Setup dialog box In the Page Setup group, click the dialog boxlauncher.

    Click the Drawing Scale tab

    and observe the page size

    The current page size is 98 ft 68 ft.

    14 Under Architectural, select

    1/4" = 1'0"

    To make the page size half of the original size.

    ClickOK The shapes are now too large for the page.Because you changed the scale, the shapesoverflow the page boundaries. You need to keep

    the original page size.

    15 Open the Page Setup dialog box

    On the Drawing Scale tab, enter

    the original page size

    Type the dimensions in the Page size boxes.

    Ensure thatstudents type thedimensions in the boxes.Students should not select1/8" = 1'0" from the drop-down list. ClickOK The drawing now fits the page with the new

    scale.

    16 Click (To the right of the Zoom slider.) To fit the pageto the current window size.

    17 Save your changes

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    Creating technical layouts 115

    Add and adjust shapes

    Explanation After you set the drawing scale and page size, you can add shapes to it by draggingthem from the stencils. You can also manually adjust a shapes size and placement by

    selecting the shape and then resizing, rotating, or moving by using the handles that

    appear at its end points.

    Do it! B-2: Manually adding and adjusting shapes

    Heres how Heres why

    1 Open the Page Setup dialog box

    Click the Drawing Scale tab Youll change the page settings to show theentire drawing on the screen.

    2 Under Architectural, select

    1/8" = 1'0"

    (Scroll up in the list.) To return to the original

    scale for the drawing.

    Observe the Page size box

    When you select 1/8" = 1'0" from the list, the

    page size increases.

    3 Set the Page size to

    96 ft. x 68 ft.

    To scale with the original page size.

    ClickOK To apply the page settings and close the PageSetup dialog box.

    4 In the Shapes window, scroll

    down in the stencil list

    Select the Walls, Shell and

    Structure stencil

    This stencil contains both interior and exteriorwalls.

    5 Drag an Exterior wall shape to

    the top-left corner of the page

    6 Press and holds Youll make the wall longer.Make sure studentsmake straight horizontal

    and vertical walls. Drag the right handle to the right

    to approximately 92 feet

    To resize the wall. The length appears above theshape as you drag it.

    Releases

    7 Use the arrow keys to center the

    wall shape on the page

    (If necessary.)

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    116 Visio 2010: Advanced

    8 Drag another Exterior wall shape

    onto a blank area of the page

    Youll enclose the items in the drawing within

    exterior walls.

    Demonstrate this forstudents, if necessary.

    9 By using the right handle, rotate

    the wall counterclockwise to 90

    degrees

    Hold down the Shift key so that the axis for the

    wall is straight.

    Tell students they willreposition the wall in alater activity.

    10 Glue the wall to the left end of the

    top wall, as shown

    When you move the pointer close to the wall, a

    red glue handle appears.

    11 Resize the wall to approximately

    54 feet

    Hold down Shift, drag the lower handle

    downward, and release Shift.

    12 Save your changes

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    Creating technical layouts 117

    Shape properties

    Explanation You can modify a shape by setting its properties in either the Shape Data dialog box,shown in Exhibit 1-5, or the Shape Data window, shown in Exhibit 1-6. Shape

    properties include data about a shape, and you can set them to control a shapes

    appearance. The properties vary depending on the shape you select. To open the Shape

    Data dialog box, right-click a shape on the page and choose Properties.

    Exhibit 1-5: A wall shapes properties in the Shape Data dialog box

    To open the Shape Data window:

    Select a shape and then, on the Data tab, check Shape Data Window.

    Right-click a shape and choose Data, Shape Data.

    Exhibit 1-6: A wall shapes properties in the Shape Data window

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    118 Visio 2010: Advanced

    Do it! B-3: Using the Shape Data window

    Heres how Heres why

    1 Drag another Exterior wall shape

    onto the page

    Youll enclose the drawing within walls that

    match those already created. Youll adjust this

    shape by using the Shape Data window.

    2 Rotate it vertically and glue it to

    the right end of the top wall

    3 Right-click the new wall and

    choose Data, Shape Data

    To open the Shape Data window, docked to the

    left side of the drawing area. (If the window is

    not docked, drag it to the lower-left side of the

    drawing area until it snaps to it.)

    If the Shape Data windowis not automaticallydocked to the left side ofthe drawing area, tellstudents to dock it there.

    4 On the Shape Data window,click

    To turn on AutoHide. Now, when you arentusing the window, it will collapse to the left side

    of the drawing area.

    If the wall extends off thepage, have students dragit until it attaches to theright end of the top wall.

    5 In the window, change Wall

    length to 54 ft

    To increase the walls length so that it equals

    that of the parallel wall.

    6 Select the top horizontal wall Youll duplicate this wall to create an exteriorbottom wall.

    Hold downc

    Drag downward To duplicate the shape.

    7 Glue the new wall to the bottom

    ends of the two vertical walls

    To complete a rectangular enclosure.

    8 Save your changes

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    Creating technical layouts 119

    Precision techniques

    Explanation When youre drawing to scale, its important to create precise shapes. The rulers andgrid can guide you as you insert shapes in a drawing. You can also set shape properties,

    specify size and position settings, and reset rulers to help you create precise shapes.

    Size and position settings

    To change the size and position settings of a shape, you can use the Size & Position

    window, shown in Exhibit 1-7. To open the Size & Position window, click the View

    tab. Then, in the Show group, click Task Panes and choose Size & Position.

    Exhibit 1-7: The Size & Position window

    The following table describes the options in the Size & Position window.

    Option Determines

    Begin X The starting point along the horizontal (top) ruler.

    Begin Y The starting point along the vertical (left) ruler.

    End X The ending point along the horizontal ruler.

    End Y The ending point along the vertical ruler.

    Length The length of the selected shape.

    Angle The angle of the selected shape.

    Height The height of the selected shape.

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    120 Visio 2010: Advanced

    Adjusting door and window shapes

    You can adjust some shapes, such as window and door shapes, by dragging their yellow

    control handles. For example, you can set a door shape to appear more open or closed,

    as shown in Exhibit 1-8.

    Drag the control handle to adjust

    the amount a door is open

    Exhibit 1-8: Using control handles to adjust a shape

    Reverse commands

    You can reverse a window or door shape so that it opens in or out of a room, or from the

    right or left. To adjust doors and windows, use the Reverse commands as follows:

    Right-click a door or window shape and choose Reverse In/Out Opening.

    Right-click a door or window shape and choose Reverse Left/Right Opening.

    Resetting ruler origins

    By default, the rulers originsthe zero pointsare set to the bottom and left ends of

    the page. You can move these as needed if, for example, you want to start measuring

    objects from the walls and not from the edges of the page.

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    Creating technical layouts 121

    Do it! B-4: Changing a shapes size and position settings

    Heres how Heres why

    1 Click the View tab

    In the Visual Aids group, click the

    dialog box launcher

    To open the Snap & Glue dialog box.

    CheckShape intersections To make it easier to reset the rulers at theintersection of the exterior walls.

    ClickOK

    The numbers on the rulersshown here might bedifferent.

    2 Point to the intersection of the

    rulers, as shown

    Youll set both horizontal and vertical rulers to

    zero so that they start from the walls in yourdrawing, rather than the page boundaries.

    3 Holdc

    Be sure studentsdrag the guides to theinside of the walls.

    Drag down and to the right to

    snap to the inside intersection

    Releasec The ruler measurements now start at the inside

    of the walls. All shape position measurementswill now be relative to the inside edges of the

    external walls, rather than from the edges of the

    page.

    4 Drag a Wall shape to a blank area

    of the page

    Be sure to use a Wall shape and not an Exterior

    wall shape.

    Be sure they drag a Wallshape, not an Exterior wallshape.

    5 In the Shape Data window, click

    Wall justification

    To activate the list for this setting. (You can also

    click the value box.)

    From the list, select Centered The center of the wall will be its reference point.

    6 Click the View tab

    In the Show group, clickTask

    Panes

    Choose Size & Position To open the Size & Position window. Thewindow shows values for the placement of the

    selected wall shape.

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    122 Visio 2010: Advanced

    7 Turn on AutoHide for the Size &

    Position window

    8 Change the values in the window

    as shown

    To move the wall into place just below the

    leftmost set of cubicles. As you fill in each

    option, the shape adjusts to the new setting.

    9 Duplicate the wall shape

    10 Rotate it to 90 degrees and place it

    as shown

    The length doesnt matter.

    11 Glue the wall to the exterior wall

    12 Zoom in on the cubicles Press and hold Ctrl+Shift, and click the cubicles.

    13 Drag a Door shape onto the page

    and place it as shown

    (From the Walls, Shell and Structure stencil.)

    After you release the mouse button, the handles

    will appear. You want the door to swing out of

    the room, instead of into it.

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    Creating technical layouts 123

    Tell students that if thedoor already opensoutward, they can skip thisstep.

    14 Right-click the Door shape and

    choose Reverse In/OutOpening

    The door now opens out of instead of into the

    room. You also want the door to swing open tothe left instead of the right.

    15 Right-click the Door shape and

    choose Reverse Left/Right

    Opening

    Next, youll close the door slightly.

    16 Drag the yellow control handle to

    close the door slightly

    17 Save your changes

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    124 Visio 2010: Advanced

    Duplicating a set of shapes

    Explanation To duplicate multiple shapes at once:

    1 In the Editing group on the Home tab, click Select.

    2 Select Area Select or Lasso Select.

    3 Drag around all of the desired shapes to create a selection marquee, and then

    release the mouse button.4 Press Ctrl and drag the selected shapes to duplicate them.

    You can also press Shift to maintain the alignment of the duplicated shapes with the

    original.

    Do it! B-5: Duplicating shapes

    Heres how Heres why

    Remind students wherethis button is located, ifnecessary.

    1 Click To fit the entire page in the window. You'llmove the left exterior wall so that it properly

    encloses the room.

    Scroll Lock must be off sothat nudging will work asexpected.

    2 Select the left exterior wall

    You'll move it to the right.

    If the top andbottom walls do not move,the wall ends are notglued to each other.

    3 Pressx repeatedly until thewall reaches the rooms boundary

    (You can also hold down the arrow key to move

    the wall.) When you move the wall, the top and

    bottom walls shorten automatically.

    4 Resize the bottom interior wall to

    glue it to the left external wall

    5 Zoom in on the cubicles Press and hold Ctrl+Shift, and click the cubicles.

    6 Add a Window shape to the top

    exterior wall

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    Creating technical layouts 125

    7 Select the wall on the right, as

    shown

    Youll reset the walls edge.

    Expand the Shape Data window The window should be docked on the left side ofthe work area.

    8 Set Wall justification to Edge Gluing the walls of adjacent offices to the Edgehelps maintain consistency in wall lengths when

    you make duplicates.

    Click a blank area of the page To collapse the Shape Data window.

    Tell them to verify that thePointer tool is selected,and tell them that the

    exterior walls will not beincluded in the selection.

    9 Drag a selection marquee around

    the room, as shown

    The exterior walls will not be included in the

    selection. Youll make a copy of this office to

    create an Accounting office.

    10 Holdc

    Drag the selection to duplicate it

    Move the office above the

    conference room, as shown

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    126 Visio 2010: Advanced

    11 In the Arrange group, click

    Position

    (On the Home tab.) To open the Position menu.Point out that this is analternative to using theRotation handle.

    Choose Rotate Shapes,

    Rotate Right 90

    You can also use the Rotation handle to rotate

    the room as shown.

    12 Position the room as shown

    You can use the arrow keys to nudge the shape

    into position.

    Pressg To deselect the room and view the changes.

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    Creating technical layouts 127

    13 Select the lower wall, as shown

    Holdc

    Tell students that aScreenTip should appearindicating that the wall willbe glued to the connectionpoints.

    Drag upwards, as shown

    To duplicate the wall.

    Use the arrow keys to place the

    wall as shown

    14 Move the window and add a textlabel, as shown

    To create the text label, select the Text tool on

    the Home tab.

    15 Complete the Conference Room

    by adding a wall, a door, and four

    windows, as shown

    16 Save and close the file

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    128 Visio 2010: Advanced

    Topic C: Displaying shape dimensions

    Explanation Dimension information specifies the location and size of an object in a drawing. Mostengineering and architectural drawings provide dimension information for the objects in

    the drawing, such as walls, doors, and windows.

    Dimension shapes

    You can use dimension shapes to specify the dimensions of another shape. When you

    glue a dimension shape to an existing shape, the dimension data changes if the shape

    size changes. To add a dimension to a shape:

    Right-click the shape and choose Add a Dimension. (This option is not available

    for all shapes.)

    Drag a dimension shape from a Dimensioning stencil (such as the

    Dimensioning-Architectural stencil) and glue it to a shape on the page.

    You can apply formatting to a dimension lines and labels just as you would for a shape.

    For example, you can change the font and font size of a dimension label, or change the

    color and weight of a dimension line color.

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    Creating technical layouts 129

    Do it! C-1: Adding and adjusting dimension lines

    The files for this activity are in student data folderUnit 1\Topic C.

    Heres how Heres why

    1 Open Final plan.vsd From the current topic folder.

    Save the file as My Final plan

    2 Right-click the top external wall

    Choose Add a Dimension A label appears outside the wall, showing thedimension of the wall in feet.

    3 Add a dimension to the left

    external wall

    Right-click the wall and choose Add aDimension.

    Tell students not to dragfrom the yellow diamondbecause that will only

    move the text label.

    Drag the dimension to the left, as

    shown

    Dont drag from the yellow control handle; that

    will move the text label rather than thedimension line.

    4 Add a dimension to the

    Accounting office wall, as shown

    Drag the center handle to the left,

    as shown

    To move the text label outward.

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    130 Visio 2010: Advanced

    5 Select the wall

    Resize the wall to 16, as shown (Drag upward from the top resize handle.)Notice that the dimension label automaticallychanges to reflect the new wall size.

    6 Right-click the dimension label To display formatting options. Youll format thedimension text.

    Open the Font Color list

    Under Standard Colors, select the

    bright red color

    To make the dimension label stand out.

    7 Save your changes

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    Creating technical layouts 131

    Dimension line options

    Explanation You can control the appearance of a dimension line in several ways. For example, youcan control whether to display extension lines, and set the unit of measurement you

    want to display. You can set all dimension lines to use the same format, or set them

    individually. To customize a dimension line, right-click it and choose Precision &

    Units. The Shape Data dialog box opens, showing options for the dimension line.

    Exhibit 1-9: The Shape Data dialog box, showing options for a dimension line

    The following table describes the dimension line options in the Shape Data dialog box.

    Option Specifies

    Length The length of the dimension line.

    Precision The number of decimal places to use in the dimension text.

    Units The unit of measurement. By using this option, you can set one lines

    measurement to display in feet and anothers to display in different unit ofmeasurement.

    Units display Whether or not the units of measurement are displayed. For a diagram that is

    not drawn to scale, you should select Dont Show Units and then manually

    enter the measurement and unit of measurement for the line.

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    132 Visio 2010: Advanced

    Do it! C-2: Setting dimension line properties

    Heres how Heres why

    1 Verify that the Accounting office

    wall dimension line is selected

    Youll set the display units for the dimension

    line.

    2 Right-click the dimension andchoose Precision & Units

    To open the Shape Data dialog box. Youllchange the display units from Feet-Inch to

    Inches.

    3 From the Units list, select

    Inches

    ClickOK To convert the current units to inches.

    4 Right-click the line again and

    choose Extension Lines

    Youll set the appearance of extension lines,

    located at the ends of the dimension line.

    5 From the Extension Lines list,

    select Neither

    This will remove both beginning and ending

    extension lines.

    ClickOK To close the dialog box.

    6 Right-click the line again and

    choose Set As Page Default

    This will apply all of the precision settings to the

    other dimension lines on this page. Notice that

    the units for the other dimension lines havechanged to inches. This command does not

    apply text formatting changes, however.

    Tell students that they cancreate a dimension-linestyle and apply it to alldimension lines forconsistency. Tell themthat the Set As PageDefault command doesnot apply text formatting. 7 Save your changes

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    Creating technical layouts 133

    Area measurements

    Explanation Area measurements provide the total number of square feet in a room or a closed shape,such as a rectangle. The easiest way to calculate the area of a space and insert it in a

    drawing is to use the Space shape. The Space shape is a unique shape that automaticallyresizes to the size of an enclosed area in a drawing. You can then display the area in a

    room and apply color to it if necessary.

    The Space shape is in the Walls, Shell and Structure stencil. If you use the shape before

    creating a layout, you can resize the shape and then convert it to walls. When you

    convert the shape to walls, the adjacent walls will not merge into one wall. In other

    words, there will be two walls side-by-side when you place two rooms next to each

    other.

    After placing the shape, you can use it to automatically recalculate the area after you

    add other structural elements to the room.

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    134 Visio 2010: Advanced

    Do it! C-3: Calculating and displaying the area of a room

    Heres how Heres why

    1 Select the Walls, Shell and

    Structure stencil

    Youll calculate and adjust the area of a room by

    using the Space shape.

    2 Scroll up to view the office in thetop-left corner

    If necessary.

    3 Drag a Space shape onto the top-

    left office

    Be sure that the pointer is inside the boundaries

    of the room before you release the mouse

    button. If you dont, the rooms area will not becalculated accurately.

    4 Right-click the Space shape and

    choose Auto Size

    The shape adjusts to the size of the room, and

    the area is calculated.

    5 Right-click the shaded area

    Choose Properties To open the Shape Data dialog box.

    6 Pressd To delete the default text. Youll display onlythe square footage.

    ClickOK

    7 Drag the top yellow handle down So that the square footage text is in an open areaof the shape.

    8 Calculate and display the area of

    the Accounting office

    Drag a Space shape into the Accounting office.

    Delete the default Office text Right-click the Space shape and chooseProperties, delete the text, and click OK.

    Move the area text to an open area

    of the office

    If necessary.

    9 Save and close the file

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    Creating technical layouts 135

    Unit summary: Creating technical layouts

    Topic A In this topic, you learned that layers provide control over all elements in a drawing.You learned how to create layers, assign shapes to a layer, and customize a layer by

    setting layer properties. You also learned how to add custom shapes to a layer.

    Topic B In this topic, you learned how to draw shapes to scale and change the scale. You learnedhow to adjust shapes, and create precise shapes by using the Size & Position window.

    You also learned how to duplicate shapes.Topic C In this topic, you learned how to work with dimension lines, set dimension line

    properties, and use the Space shape to display area measurements.

    Independent practice activity

    In this activity, youll create a drawing, add shapes, create layers, and assign shapes to

    layers. Youll also change the files predefined scale and copy a room.

    1 Start a new file using the Office Layout template, in the Maps and Floor Plans

    category.

    2 Save the file as My new office in the current Unit summary folder.

    3 Add a Room shape to the drawing. Dont worry about placement yet. (Hint: The

    Room shape is in the Wall, Doors and Windows stencil.)

    4 Add a Double door shape to the bottom-right corner. If necessary, modify the doors

    so that they open out of the room.

    5 Add two Window shapes, one on the top wall and the other on the left wall, as

    shown in Exhibit 1-10.

    6 From the Cubicles stencil, add an L workstation shape to the drawing and place iton the left side of the office area. Resize the workstation so that it fits better in the

    room, as shown in Exhibit 1-10.7 From the Office Accessories stencil, add a Large plant shape to the top-right corner

    of the room, and add a Small plant shape below.

    8 Create a layer named Plants.

    9 Select both plants and assign them to the Plants layer.

    10 Change the color of the Plants layer to green.

    11 Change the color of the Furniture, Movable Furnishings, and Non-Movable

    Furnishings layers to blue.

    12 Change the predefined scale for the entire file to 1/4"=1'0".

    13 Make a copy of the entire room and place it to the right of the original room, asshown in Exhibit 1-11.

    14 Drag a Space shape onto both rooms and use the Auto Size feature to calculate the

    area. (Hint: The Space shape is in the Walls, Doors and Windows stencil.)

    15 Save and close the drawing.

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    136 Visio 2010: Advanced

    Exhibit 1-10: The office layout after steps 5 and 6

    Exhibit 1-11: The office layout after step 13

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    Creating technical layouts 137

    Review questions

    1 What are two reasons for using layers?

    Answers might include:

    Divide complex drawings into sets of related shapes.

    Show the progression of a drawing over time.

    Control property reports for all shapes on a layer.

    Create and manage custom properties for shapes.

    Print a selected set of shapes from a drawing.

    Prevent making inadvertent changes to certain areas of a drawing while you work.

    2 How are master shapes assigned to a layer?

    They are assigned automatically when they are added to a page.

    3 How are shapes that are created with a drawing tool assigned to layers?

    You need to assign layers to these shapes manually. To do so, first select the shape. Then, on

    the Home tab, click Layers and choose Assign to Layer.

    4 In which dialog box is the drawing scale set?

    The Page Setup dialog box

    5 Which of the following shapes provides the easiest way to calculate the area of a

    space and insert it in a drawing?

    A Space shape

    B Area shape

    C Dimension shape

    D Room shape