Background tool on visio

Resolved · High Priority · Version 2016

Mon 17 Jun 2019, 10:15 Delegate Katrina said...

Katrina has attended:
Visio Introduction course

Background tool on visio

Hi team,

I have set a background on my template, and when I make a drawing, I change the background (to change it on page one). For example, my background has a title that says: COMPANY. On each page, I want the company name to be different however it seems the background page is set. For example, let's say I want page 1 company name to be Percy Pigs and then page 2 company name to be Toy Story, once I have set the background to Percy Pigs (for page 1) it generalises to all pages. This is not what I want - instead I want the company to be different on each page. Is this possible? If so, how?

As you can imagine, this is very difficult to explain via email, so maybe it's best to speak this through on the phone? My number is 020 7367 0628

Many thanks,
Katrina

Tue 18 Jun 2019, 12:31 Trainer Richard said...

RE: Background tool on visio

Hi Katrina,

Thank you for your patience, it's a great question.
If you are using Visio 2016 this can be achieved.

When you create a page - head up to the Design tab and select Borders and Titles.

This create the Page which runs the background. You've probably got this stage.

Then create a new page and head up to Borders and Titles and it should generate another unique page for the background.

When you create all of the pages first then apply a border/title/background it automatically assigns the same to all of them. You have to create it individually to get round this issue.

Please try the above and let us know if that doesn't solve the problem

Kind regards

Richard Bailey
Microsoft Certified Trainer

STL - https://www.stl-training.co.uk
98%+ recommend us

London's leader with UK wide delivery in Microsoft Office training and management training to global brands, FTSE 100, SME's and the public sector

Tue 25 Jun 2019, 10:30 Delegate Katrina said...

RE: Background tool on visio

Hi Richard,

Thanks for your help, but this is not working. Please try me on 020 7367 0628 to discuss/sort this out, and leave your details for me to call back if I am not available.

Many thanks,
Katrina

Wed 26 Jun 2019, 12:54 Trainer Richard said...

RE: Background tool on visio

Hi Katrina,

Sorry to hear that's not working out for you.

Unfortunately we don't offer a telephone service as part of the standard support (Telephone scoping/Consultancy comes at additional cost) so I'm unable to call you about this at this stage.

I can offer for you to send the file to info@STL-Training.co.uk so that we can take a look within the 15 minutes review time we have to see if we can fix that for you. We can then send it back or provide you instructions on how to do that it (if it's possible).

I hope that's acceptable and look forward to receiving that email so we can help the best we can.

If you'd like me to explore the telephone support/consultancy option instead please say and I can get your Account Manager Martyn to call to arrange that with you.

Kind regards

Richard Bailey
Microsoft Certified Trainer

STL - https://www.stl-training.co.uk
98%+ recommend us

London's leader with UK wide delivery in Microsoft Office training and management training to global brands, FTSE 100, SME's and the public sector

Wed 3 Jul 2019: 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.