Visio Advanced 2021: Applying Data to Shapes

Name: Visio Advanced 2021: Applying Data to Shapes
Author: Ali Green

Learn how to add text and apply metadata to shapes in Microsoft Visio.

Preview the first lesson free — get full access to all 3 lessons.

Course: On-Demand

Hello, this is Ali Green and in this lesson we're going to add texts to our Visio shapes. Now our text and our shapes is just as important as our graphics and our flow process in Visio. Let's get started. We're gonna open up a file and navigate to our Knowledge City folder for our Visio Advanced file. Let's come up the file at the top, come down to open and come over to browse. And I will have you guys navigate to wherever your folder is on your computer. And once you get to your Visio Advanced student files folder, we're gonna come up to the top and we're gonna click on add text to a Visio file. Let's click on add text to a Visio file and hit open. And when we open up our Visio file, we're gonna click at the bottom to fit our page to the current page. And we have a hiring process for our candidate that's already created. So our starting end, our process and we have our starting end as well, any documents that are required. And we wanna just fill in our text. So we're gonna come over to our first shape and we're gonna hold down control. This is our shortcut. And we're gonna zoom in our first shape and we're gonna report a hiring need. And we're also going to record hiring requests. We'll scroll over a bit more. We'll click. We'll prepare a job description. We'll also advertise the position. And you'll notice that we can actually just select our shapes and just start typing. We're gonna click on the minus sign at the bottom and zoom out just a tiny bit. We'll click on more shapes and we'll type in interview our person. And we'll need a resume for that particular person. So we'll click on this block at the bottom, which is our document, and we're gonna click and type in resume. And if we're in Canada or another country, we'll type in the CV. And we're gonna work our way over to our other shapes and add more text. So we'll select a candidate And we'll make the job offer. And we'll make the job offer. We'll zoom out just a bit more. And if our candidate accepts, we have two steps that we can take. So either they'll accept and we'll hire 'em. And if they don't accept, we'll go back to our pool of candidates. Click on hire candidate. We'll say the end. And as we said before, if they don't accept, we can simply type no on our line. And of course, we may want to modify our shapes. So we're gonna select our no. And if we come up to the top, we're gonna click on home and click on text. And with our text, we can actually modify the shape and add new text. Also, if we wanted to rotate our text block, we can click on the text block and we'll get our text block here. So if we hover, we can rotate that text and we can hover over our shape. Look for the four arrows and drag up our no. So our no is above our line, so it doesn't have to be just on our line. And if we wanna go back, we can click our pointer tool. And this is gonna allow us to move the shape. We're gonna come over to our resume document shape. We're gonna click and we wanna move this text a little bit over to the right. So we're gonna click on text block, hover at the edge and we can move that text block anywhere we want. So it's to the right, it's to the left. And let's zoom out just a bit. And if we wanted to change the text and the size of our shape, we can simply drag a selection over our process, come over to font and simply change the font size. Let's change it to about 10. And we can also change the fill if we wanted to and also change the text color if needed. So we just wanna show that we have the ability to change the text color, but our text color is pretty good, so we're gonna leave it as is and we'll deselect. So we've opened up our visualization, we've added text to our shapes and we've modified the texts within the shape. Thank you guys for watching and I'll see you in the next lesson.

Advanced Provider : Ali Green 3 Lessons · 22m in Arabic, German, English, Spanish, French, Portuguese, Chinese

Course Description

In these lessons, we will explore different uses for text, including typing text directly onto shapes and applying background metadata to shapes.

We’ll start by exploring how to type text into shapes and format the text to match the style you like. Then we’ll go into metadata—invisible background data that connects to each shape to provide further details without overcrowding the front with tons of verbiage. You’ll learn how to use metadata to add the cost of a task, its start and end dates, who will perform it, and how far along it is.

We’ll also show you how to add your own specific fields to shapes, allowing you to customize metadata fields for a shape and decide which type of information you want to collect.

What You'll Learn

Type text directly onto shapes and format it to match your preferred style
Apply background metadata to shapes to store additional details without overcrowding the diagram
Use metadata to record a task's cost, start and end dates, assigned person, and progress
Customize metadata fields to add your own specific fields to shapes
Decide which type of information to collect for each shape

Key Takeaways

Text can be typed directly onto shapes and formatted to match a chosen style.
Metadata is invisible background data connected to each shape that provides further details without crowding the front of the diagram with extra text.
Metadata can capture a task's cost, its start and end dates, who will perform it, and how far along it is.
Users can add their own specific fields to shapes to customize the metadata they collect.

Frequently Asked Questions

What does this Visio Advanced 2021 course cover?

The course covers applying data to shapes, including typing text directly onto shapes and formatting it, applying invisible background metadata to shapes, and customizing metadata fields.

What can I store using metadata on a shape?

You can use metadata to add the cost of a task, its start and end dates, who will perform it, and how far along it is, all without overcrowding the front of the shape with extra text.

Can I create my own metadata fields?

Yes. The course shows how to add your own specific fields to shapes, allowing you to customize metadata fields and decide which type of information you want to collect.

What lessons are included?

The course includes three lessons: Adding Text to Shapes, Applying Metadata to Shapes, and Modifying Metadata Fields to Shapes.

What skills does this course focus on?

It focuses on skills including Microsoft Visio, Semantic UI, Visual Modeling, Visual Objects, Visual Simulations, and Visualization.