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Microsoft Visio 2010 : Managing and Styling Pages (part 3) - Controlling Page Size and Orientation, Setting Page Scales

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4/17/2013 9:19:14 PM

4. Renaming Pages

Your pages don’t have to be named Page-1, Page-2, and so on. You can change them to anything you like. All you have to do is double-click a page tab and type in a new name. This is the same as right-clicking a page tab and choosing Rename, but double-clicking is much easier.

You can also go to the Page Setup dialog to rename a page. Just right-click a page tab, click Page Setup, and then enter a new name in the Name field on the Page Properties tab.

5. Reordering Pages

Reordering pages is as simple as dragging the page tabs around, just as you would in Excel.

If your document has lots of pages, dragging tabs from one end of the document to the other can be difficult. But there’s help! Right-click any page tab and choose the last menu item: Reorder Pages. In the dialog that pops up, you can reorder your pages by using the Move Up and Move Down buttons. Your pages clearly move up and down in the list box, as shown in Figure 5.

Figure 5. The Reorder Pages dialog is great help when you have lots of pages to move around.

A great feature of the Reorder Pages dialog is the Update Page Names check box. If you leave this box checked, any pages that have the default page names (Page-1, Page-2, Page-3, and so on) are updated to reflect their new positions in the document.

In Figure 2.21 the Table of Contents page is being moved from the end to the beginning of the document. After the move, Page-1 will become Page-2, Page-2 will become Page-3, and on. But you might not want this change because the table of contents is more like a Page-0. In such a case, you should uncheck Update Page Names before moving any pages.

One last note: background pages always appear at the end of the page tab list, and can’t be reordered.

6. Controlling Page Size and Orientation

You can set your Visio pages to any size and orientation you want. Perhaps you want to work with sheets that adhere to standard paper sizes, or maybe you want your page to expand ad infinitum as your drawing grows. For wide drawings, you’ll want a landscape orientation; for tall diagrams, portrait.

Whatever your needs, your first stop is the Design tab. On the left you find the Page Setup group, which contains three handy buttons: Orientation, Size, and AutoSize.

Setting Page Orientation

You can set your page to landscape or portrait orientation in a snap by clicking the Orientation drop-down button. Switching between wide and tall drawing pages couldn’t be easier!

Setting the Page Size

The next button in the Page Setup group, Page Size, offers you a long drop-down list full of standard office paper sizes.

Engineers and architects might want to click More Page Sizes at the bottom of the list. This pops up the Page Setup dialog, with the Page Size tab highlighted. There you can pick from Metric (ISO), ANSI Engineering, or ANSI Architectural standard page sizes. You also can enter custom values for your page size.

It is important to understand that the size of the Visio drawing surface does not have to match the size of the paper in your printer! When you want to print, pages can be scaled up or down to fit the printer’s paper or tiled across several sheets. 

Specifying Auto Sizing Pages

Some diagram types have a tendency to meander. Network diagrams, flowcharts, and other process diagrams can just grow and grow! For these types of diagrams, the AutoSize button is great, and saves you a lot of time horsing around with page size settings.

With AutoSize checked, your drawing just grows when you drop a shape in the blue “off-page” area. Visio automatically extends your drawing by one sheet of paper in the direction that you are working, and you never have to worry about running out of space again. If you remove all shapes from a page tile, then AutoSize will remove the tile and your page size contracts.

For some folks this feature is a scourge. The pasteboard (blue off-page area) is great for holding temporary graphics, clipboard scraps, and other temporary junk that you want to have around but don’t want in the drawing itself and don’t want to print. If you’re the type that likes storing bits and pieces “off stage,” then you will want to turn AutoSize off, which you can easily do by clicking the AutoSize button on the Design tab. Problem solved.

Using AutoSize Versus Manually Resizing Pages

If you create sprawling network or flowchart diagrams, you’ll love AutoSize. If you like using the pasteboard, you won’t like AutoSize. If you like both features, there is a happy middle ground that lets you quickly and easily resize the page at your leisure without resorting to the Page Setup dialog.

1.
Start a new drawing using the Basic Flowchart template.

2.
Go to the Design tab and turn on AutoSize (it is on by default for this template, but double-check).

3.
Drop some flowchart shapes on the page.

4.
Try dropping more shapes in the blue pasteboard area. See how Visio automatically extends the drawing surface by one page?

5.
In the View tab, make sure that Show, Page Breaks is checked. As AutoSize expands your page, you see dashed lines that indicate how your drawing will be tiled when you print. This capability helps you avoid dropping shapes in awkward positions that land directly on the page break, where they might get mangled in printing.

6.
Now go to the Design tab and turn off AutoSize.

7.
Drop more shapes in the blue area. The page no longer expands automatically, and you can store shapes off-page in the pasteboard region. Note that shapes on the pasteboard won’t print.

8.
If you decide that you want to expand the drawing, there is a shortcut that lets you quickly and visually expand te page without having to reactivate AutoSize. In the drawing window, move your cursor to an edge of the drawing page—where the white meets blue. Hold down the Ctrl key. Your cursor should change to a double-headed resizing arrow.

9.
While still pressing the Ctrl key, hold down the left mouse button and drag the border of the page to a new location. See how you can quickly resize the page to any dimensions you like?

I think that the manual page resizing is a nice middle-ground between AutoSize and Not AutoSize. One minor drawback is that you end up with completely arbitrary page sizes, instead of the integral numbers of sheets that AutoSize provides. This isn’t a huge problem because you have a lot of control at print time regarding scaling and page tiling anyway. If you are adamant about having exact numbers of page tiles, however, you should use AutoSize.

7. Setting Page Scales

Engineers and architects create drawings that represent objects in the physical world. They use page scales to relate real-world sizes to on-paper sizes. Scales allow them to easily draw objects that are much bigger (or much smaller) than the physical paper, without doing lots of mathematical conversions in their heads.

For example, imagine your office measures 10 by 12 feet. To fit a drawing of the office onto an 8 ½″ × 11″ letter-sized page, those 10 feet (120 inches) have to fit onto 8 ½ inches of paper! This means that each inch on the paper has to cover at least 14.1 inches in the real world.

Dividing every measurement by 14.1 would be error prone and tedious. Luckily, Visio supports scaled drawings and automatically does the math for you! For the office plan, you could use a standard architectural scale like ½″ = 1′ − 0″. This gives you a ratio of 1:24, meaning that 1 inch on the paper covers 24 inches of real-world space—more than enough to fit the office onto a letter-sized page. At this scale, the page represents 22 × 17 feet of real world space. That’s enough for your office, a title block, and maybe some notes around the edges.

You can set the scale of a drawing by going to the Page Setup dialog and then clicking the Drawing Scale tab, as shown in Figure 6.

Figure 6. Selecting an architectural scale for an office plan using the Page Setup dialog.

The Drawing Scale tab has three radio buttons for configuring your page’s scale: No Scale, Pre-defined Scale, and Custom Scale.

No Scale is just a 1:1 ratio. You use this scale for schematic diagrams such as flowcharts, network diagrams, and block diagrams. For measured drawings, you can choose Pre-defined Scales that follow Architectural, Civil Engineering, Metric, or Mechanical Engineering standards. Custom Scales enable you to enter any ratio you’d like. You could enter 1 cm = 1′ − 2″ if you want! Custom scales are good for using the paper to its fullest because using standard scales often leaves left-over space.

The Office Layout template that ships with Visio comes preconfigured with the Architectural scale of ½″ = 1′ − 0″ (1:24) for US units and 1:25 for Metric units. The shapes that open with this template also are created to scale. For example, the Sofa shape from the Office Furniture stencil drops on your page at 7 feet × 2 feet 6 inches—a typical sofa size. You can see the size of a selected shape by looking at the status bar in the lower-left corner of the Visio application window or by looking at the Size & Position window (turn it on by choosing View, Show, Task Panes, Size & Position).

When choosing scales, note the two fields under Page Size (In Measurement Units). As you change the scale, these fields update to reflect the width and height that your page represents in the real world. This lets you double-check that the space on your page is big enough to fit the object you are drawing.

 
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