Styles

Resolved · High Priority · Version 2016

Mon 15 Jan 2018, 17:00 Delegate Miriam said...

Miriam has attended:
Visio Advanced course

Styles

How do you create a New Theme and set as a template option.

Wed 17 Jan 2018, 15:57 Trainer Sarah said...

RE: Styles

Hi Miriam

Thanks for your question.

To create a new Theme, go to the Design tab, click the down arrow in the Variants group, select Colours Button image , and then click Create New Theme Colours.

To save a Theme as part of a Template, go to File, Save As, then in the Save as Type dropdown select Template.

The theme you have created and are are currently using will be saved as part of the template.

To read more detail on this topic, try going to:
https://support.office.com/en-gb/article/create-a-custom-theme-a3056d0d-9662-46d3-a120-4ca41bdfa216

Hope this helps!

Regards,

Sarah
Microsoft Trainer

Wed 24 Jan 2018: Automatically marked as resolved.

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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.