visio training in london - Backgrounds

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Thu 12 Apr 2007, 16:30 Delegate Paul said...

Paul has attended:
Visio Introduction course

Backgrounds

How do I use background template

Mon 16 Apr 2007, 11:54 Trainer Garry said...

RE: Backgrounds

A background is a page that appears behind another page, and you can assign a single background page to multiple foreground pages.

Create a template that includes a background page
Use this approach if you haven't yet created your drawing or if you'll be creating many drawings in the future that should have the same design elements, such as drawings that should include the company logo and borders.

You first create the background page and save it as a template. Then when you create a new drawing based on that template, every page you insert automatically has the background page assigned.

On the File menu, point to New, point to the category of drawing you want, and then click a template name.

On the Insert menu, click New Page.
On the Page Properties tab, click Background. Type a name for the background page, and then click OK.
Add the graphics that you want to appear on pages in new drawings based on this template.

Click the Page-1 page tab.
On the File menu, click Page Setup.
On the Page Properties tab under Background, choose the name of the background page you just created, and then click OK.
The graphic from the background page appears on the first page.

On the File menu, click Save As, and then in the Save as type box, select Template (*.vst).
Type a name for your template, select the location for your template, and then click Save.

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Visio tip:

Creating an organisation chart in Visio using Excel data

A quick and easy way to create an organisation chart by importing names and titles stored in list format in an Excel spreadsheet into Visio.

1. Select File, New, Organization Chart.

2. Start the Organization Chart Wizard.

3. At the first step of the wizard, select the 'Information that I enter using the wizard' option, and click Next.

4. At the second step of the wizard, select Excel, then type the name of the file.

5. Select Browse to choose the location you wish to save the file to, click Save, and then click Next.

6. Click OK - a Microsoft Office Excel workbook will open with column headings already entered for you.

7. Replace the sample text with the text you wish to appear in your organisation chart. By holding your cursor over each column heading, you should be able to view data entry tips.

8. Save the Excel file, then close Excel.

9. Proceed through the remaining steps in the wizard to create your organization chart from the data you entered into the Excel file.

Visio's organisation chart wizard will also recognise the following file formats (besides .xls):

- Microsoft Exchange Server Directory (Microsoft Exchange e-mail Address Book).

- Tab- or Comma-delimited text (.txt).

- Org Plus (.txt).

- Microsoft Office Access (.mdb) or any other file format for a database created in an Open Database Connectivity (ODBC)-compliant database application.