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visio+training - How do you make sure everything is formatted the same?

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Keely has attended:
Visio Introduction course

How do you make sure everything is formatted the same?

I am using Visio and really need to make my flow chart look the smae throughout, so culd I please have some advice how to format it the same.

RE: How do you make sure everything is formatted the same?

Hi Keely

Thank you for your question.

If you have a Visio diagram where you wish to have consistent formatting (e.g. shape colour, border colour, font style and size) then one of the easiest ways of achieving this is by using the format painter.

If you format a shape using the colour, border colour, font size and style you want, then click the format painter button (looks like a paint brush), then click on another shape which you want the same formatting applied to, you should find the second shape you selected has the same formatting as the first shape you selected.

If you want to use format painter to transfer formatting to more than one shape, double-click on it and then you will be able to click on and transfer formatting to more than one shape. When you have finished just click the format painter button once.

Format painter is also available in other applications and does the same thing.

The other way you can format multiple shapes to look the same is to use Ctrl + A (this selects all shapes at the same time) then choose the colour etc you want to apply to the shapes.

I hope this is useful to you.

Amanda

 

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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.

View all Visio hints and tips

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