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Microsoft Visio 2013 : A Visual Orientation to a Visual Product - Exploring the Visio ribbon

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11/3/2014 8:27:21 PM

In this exercise, the width of the ribbon will remain constant at 1024 pixels and you will explore each of the Visio tabs.

Important

Consequently, there might be tabs, buttons, or options in the screen shots that don’t apply if you are using the Standard edition. In general, you can ignore any buttons or tabs that do not appear on your computer screen. Where necessary, the text will distinguish those exercises or functions that can only be performed with a specific Visio 2013 edition.

Note

SET UP If Visio is already running, click File, and then click New. If Visio is not running, start it. On either the New or startup page, double-click the Basic Diagram thumbnail.

  1. Click the Home tab if it is not already selected.

    The Home tab is just what it sounds like: a place where you will spend a considerable amount of time. The Home tab contains the largest number of buttons by far, because the Visio team at Microsoft tried to fit as many of the most frequently used functions as possible onto this tab. You’ll find sets of related buttons organized into groups called Clipboard, Font, Paragraph, Tools, Shape Styles, Arrange, and Editing.

    image with no caption

    Tip

    Many of the groups on the Visio tabs include a small arrow in the lower-right corner of the group (refer to the Font, Paragraph, and Shape Styles groups above). The arrow button, known as the dialog box launcher, opens a dialog box that provides detailed control over multiple functions related to that group. In many cases, the dialog box that opens will look familiar to experienced Visio users, because it is the same one that was used in previous Visio versions.

  2. Click the Insert tab to access the Pages, Illustrations, Diagram Parts, Links, and Text groups. Many of the functions available on this tab mirror the items on the Insert menu in Visio 2007 and earlier.

    image with no caption

    Tip

    Ribbon buttons that display a downward-pointing arrow behave in one of two ways. When you point to some buttons, like the Container button on the left in the following graphic, the entire button is illuminated. Clicking this type of button always presents a set of options related to the button title.

    When you point to other buttons, like the Text Box button in the following graphic on the right, only half of the button is illuminated. Clicking the half without the arrow performs the default action for the button. Clicking the half with the arrow presents a menu of options.

    image with no caption
  3. Click the Design tab to change Page Setup, select Themes or Variants, create or edit page Backgrounds, and change page Layout.

    image with no caption
  4. Click the Data tab.

    Important

    This tab is available only in the Professional edition.

    On the Data tab, you can establish and maintain links to External Data, Display Data using data graphics, and Show/Hide both the Shape Data and External Data windows.

    image with no caption
  5. Click the Process tab.

    Important

    This tab is available only in the Professional edition.

    In the Subprocess group, you can create a new subprocess or link to an existing one. In the Diagram Validation group, you can validate a drawing against a set of business rules and manage validation issues. You can also import or export a SharePoint Workflow from this tab.

    image with no caption
  6. Click the Review tab for access to functions for Proofing, Language, Comments, and Reports.

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  7. Click the View tab.

    As the name suggests, most of the buttons on this tab affect which Visio features are visible on the screen:

    • The lone button in the Views group sets Visio into full-screen display mode.

      Note

      KEYBOARD SHORTCUT Press F5 to enter or exit full-screen view mode.

    • The Show group controls which drawing aids and task panes are visible.

    • Use the Zoom buttons to change the magnification level in the drawing window.

    • The Visual Aids group enables and disables various on-screen drawings aids.

    • Use the Window buttons to arrange or select among multiple windows when you have more than one drawing open.

    • The Macros group provides access to the Visio macro programming window and to a list of pre-programmed add-ons that enhance the capabilities of Visio.

    image with no caption

Note

CLEAN UP Close the Drawing1 drawing. It is not necessary to save your changes.

Tip

The buttons and controls on all ribbon tabs display pop-up tooltip text when you point to them. If you are unsure of the function of any button, just point to the button to view the tooltip.

Note

SEE ALSO If you are familiar with versions of Visio prior to Visio 2010 and would like help shifting from toolbars and menus to the ribbon, Microsoft has created an interactive guide to the ribbon for each product in the Office suite. When you click a toolbar or menu item in the guide, it will display the appropriate ribbon button.

Where are the keyboard shortcuts?

If you are accustomed to using keyboard shortcuts, you’ll be happy to know that they still exist in Visio 2013. Most shortcuts are the same as in previous versions of Visio, although some were changed to make them consistent with other applications in the Office suite.

The keyboard shortcut letters appear when you press the Alt key. The following graphic shows the shortcut letter associated with each tab on the Visio 2013 ribbon. Notice, too, that each button on the Quick Access Toolbar has been assigned a shortcut number based on its position within the Quick Access Toolbar.

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Pressing the letter or number for any displayed shortcut key opens the relevant tab and displays the shortcut keys for that tab. For example, pressing the N key when in the view shown in the previous graphic displays the Insert tab and the shortcut letters shown in the following graphic.

image with no caption

Tip

Previous versions of Visio used the capital letter I as the shortcut key for the Insert menu. Visio 2013 uses the keyboard shortcut N to be consistent with other Office applications.

 
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