How to use Microsoft Visio

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hi everyone kevin here today i want to show you how you can both get and also use microsoft vizio what is vizio it's a diagramming and vector graphics application with vizio you can pull together flow charts network diagrams floor plans and many other types we're going to walk through step by step so by the end of this video you'll be proficient and ready to start using vizio all right let's jump on the pc and get started to get microsoft vizio open up your web browser and navigate to the following url now you don't have to type it in i've included this link in the description so you can simply click on that this will drop you on the main vizio home page this contains information about what you can do with vizio but in a moment i'll show you everything that you can do with vizio to get vizio let's click on see plans and pricing this opens up a page where we could compare all of the different vizio options just like most software companies these days microsoft is pushing the subscription plan for vizio if you don't like subscriptions in a moment i'll show what other options you have by default there are two different vizio plans you have the descriptive name visio plan 1 and visio plan 2. what's the difference other than the cost well let's start with vizio plan one with vizio plan one it's five dollars per month and you get access to vizio on the web if you just have basic flow charting or diagramming needs visio plan 1 will probably be sufficient with vizio plan 2 it's a little bit more expensive at 15 per month you get access to vizio on the web in addition to the vizio desktop app the desktop app has more functionality than the web version you're going to get more shapes more templates more styles you can collaborate with multiple people at the same time on the same diagram you can link diagrams to live data and you also get access to information rights management if you're in a professional setting you might need that additional functionality so vizio plan 2 might make sense for you now i mentioned we'd look back at the other options if you don't like subscriptions they have vizio standard 2019 and vizio professional 2019. standard goes for 280 dollars and professional goes for a hefty 530 dollars so it's quite expensive what i'd recommend doing is i'd probably go with a subscription plan and use it for the duration of your project and you'll probably come out ahead plus the benefit of a subscription plan is you get constant updates and you're always on the latest and greatest if you're not sure which option is for you i just recommend trying it out you can get a 30 day free trial of vizio so you can see if vizio is an app that you might be interested in using once you finish installing vizio go ahead and launch the application this will drop us on the start page and if you've ever used any other office applications like word excel or powerpoint this experience will likely look very familiar at the top of the home view you can kick off a new vizio diagram if you're not quite sure what you're pulling together you can start with a blank drawing or you can start with one of these templates especially in vizio starting from a template's a very good idea and the reason why is each template will come with an associated set of stencils those stencils will contain shapes and tools that will help you pull together your diagram now with a blank drawing you can pull in all those same sets of stencils but it'll require a little bit of extra effort you're not just limited to this set of templates that appears at the top if you click on more templates this will open up a more comprehensive view of all of the templates that you have available here on the office tab we see some of the most popular templates right at the front if i click on the templates tab over here this will show me some of the popular categories and if i click into one of these categories i'll see a wide variety of templates now once again when i mention stencils let's say for instance you were to use the office layout diagram template here you'll have some stencils and shapes such as a door a window a chair and a desk and you could easily insert them into your diagram if you just started from blank you'd have to find those shapes and pull them in let's click on back you also have access to a set of sample diagrams if you need some inspiration to get started for instance here i could see some other examples of floor plans that others have pulled together and yeah they look pretty good back on the home view down below you can also access recent videos or diagrams that you worked on here i see a recent list if i hover over an item i could pin it and i could get back to it faster in the future i could also see videos that others have shared with me if i want to find a vizio and maybe i don't see it immediately in the recent list down below i can also search for it now some of you might know from watching other tutorial videos that i've done i work at a company called the kevin cookie company and today i want to use vizio to map out our flow for making cookies we have a few different people who are involved in this process so i want to create a cross-functional flowchart so to create it i'll click on this once i click on it it gives me a few different themes or styles that i could create my cross-functional flowchart using but i'll simply go with the blank one and then click on create this now drops me in a blank visio diagram and i could start mapping out what our cookie making flow looks like the reason i started from a template is over on the left hand side you see all of the shapes that i have available to me because i chose the cross functional flow chart i get access to all of the basic flow chart shapes and i also get access to these cross functional flowchart shapes if i just went with just a blank diagram i would then have to click on more shapes and i'd have to go through and find all the different shapes that i want to add to this left hand pane now it's not that hard here for instance i'll click on business brainstorming and i'll check brainstorming shapes this pulls in an additional category under shapes but i don't need that for this diagram today so i'll uncheck that and i'll just stick with the default that i get with this template not only do i get all of these shapes on the left-hand side by choosing the cross-functional flowchart template up on top i also get this additional tab that has some controls that i could use related to a cross-functional flowchart so once again especially in vizio starting from a template is a very good idea okay let's start diagramming now i mentioned that i want to pull together a flow for the kevin cookie company and how we make our cookies first i want to give my diagram a name i'm going to zoom in a little bit so it's a little bit easier to see to edit this text right up here for the title i could simply double click and i could type in the kevin cookie company cookie making flow i selected a cross-functional flow chart because we have a number of different individuals at the kevin cookie company who are involved in making cookies down below i see my swim lanes and each swim lane will represent a different one of these roles for the first one i'll simply double click on this and first off for the cookie making flow we have management kick it off next the most important member of the team that pulls together our cookies is the kitchen staff we also have one additional role of quality control that's another important member of the team and i need to insert another swim lane for them to do that i could simply click on swim lane and i could drag it over and that will attach it to the bottom of my diagram here i'll type in the name i now have all the different individuals involved in the cookie making process but this is a diagramming app and i want to map out what the flow looks like now whenever we make cookies at the kevin cookie company management always kicks off the process so to pull in different shapes into my flow chart i could simply select the shape and i could drag it over into my flow chart now one of the nice things is when i hover the shape in i have these nice guidelines that tell me that i've centered my shape i could simply drop it there and now my shape appears if i double click on it i can insert text and i'll simply type in start for the first step in the cookie making process as the next step in our flow management then notifies the kitchen staff to kick off the cookie creation process so i can pull in my next step in the flow once again i can simply drag and drop the shape over however there's an easier way to do that i could simply hover over the first shape there's an arrow icon that appears around the shape and then i could choose what the next step in my flow is i'm going to click on this rectangle shape here you see it automatically inserts a connector and here now i have my shape here again i can double click on it and paste in what the next step is and management is going to notify the kitchen staff to kick off production management really plays an important role with this company and they're really good at delegating work next this is when the kitchen staff takes over the flow here again i can hover over the shape and i'm going to insert my next box for the kitchen staff and they're going to kick off with mixing the ingredients now something else you could do in vizio is you're not just limited to inserting text on shapes you could also insert text on your connectors here for instance i'll double click on this connector and i'll call this the keep path once the kitchen staff packages their cookies at that point we're all done i'm going to hover over and we're going to end this process if we decide to discard the cookies that too also ends the process i'm going to add a connector to add a connector to i could go to the top bar click on connector and here i'm going to drag a connector from discard to end as well you now have an inside look at how we make cookies at the kevin cookie company i now want to show you some additional functionality in visio that'll help make your flowchart look amazing now one of the first things i want to show is you're not just limited to this simple color set let's say that maybe there's a very critical step in my process flow and i want to make sure i highlight it we want to make sure we don't cook our cookies for over 15 minutes otherwise our cookies just don't taste very good i can click on this box in my flow and then i can go up on the home ribbon over to fill and i could apply a different color here maybe i just want to give it a dark red color just to make sure the staff doesn't miss this step along with changing the look and feel of an individual object i could also change the look and feel of all of the shapes on my flow here for instance i'll highlight all of these and if i hover over shape styles i could change the style for all of my different shapes now maybe i don't want to just change the shapes maybe i want to change the overall look and feel to do that i'm going to go up to the top ribbon click on design and i can choose from all of these different themes and then apply these themes to my cross-functional flow chart now along with selecting a theme i could also choose different variants of that theme over here on the right hand side so it's very easy to choose a look and feel that'll make your flow chart look as good as possible you can also use vizio to very easily make sure that all of your items are in alignment and that the spacing is very even between all of the different items let's say for example maybe i position this step in the process up there so the spacing is a little off plus with the connectors you see this weird zigzag effect i could simply highlight all of my shapes and then i could go up to home on the ribbon and over on the right hand side i can auto align all of my items you still see the spacing's a little off i could click on position and i could also auto space alternatively i could have clicked on auto align and space and that would have ensured that everything was aligned and spaced properly we're getting near the end and i want to call out a few final features that you can use in vizio let's say that you want to call out some steps in your process flow if you go up to insert you can insert a container with a container you could place it around steps in your process to call something out maybe placing cookies in the oven and then cooking for 15 minutes this is a critical step so i'm gonna call that out along with being able to insert containers within vizio you're not just limited to one page you can add additional flowcharts on subsequent pages if you click on this plus icon this adds another page where you could build out another flow along with being able to simply create a visio from scratch if we go up to the top ribbon we can click on data and you can create a new visio diagram from data you could import data from excel you could also import data from other sources like an access database a sql database and other sources as well this is outside of the scope of today's tutorial but i wanted to call out that this is possible lastly and one of my favorites once you have your beautiful diagram all done you likely want to show it to others to show it to others you can go up to view on the ribbon and then there's a presentation mode when we click on presentation mode this throws your diagram into a full screen preview where it's a lot easier to show the flow to others on your team throughout this whole tutorial we've been looking at how you can create flowcharts using the vizio desktop app you can also use vizio on the web to use visio on the web log in to the website office.com if you have vizio available you'll see it on the left hand side as an app icon when you click on this this will drop you on the vizio start page and similar to the desktop client you can either start from blank or you could choose a template to start from just for demonstration purposes i'll click on basic diagram within a basic diagram you have many of the same tools that you have in the desktop app and you could insert all of your different shapes it doesn't have quite as much functionality but it's a fairly good app and especially if you have basic flowcharting needs the vizio web app will serve that purpose quite well alright well that was a quick look at how you can get started using vizio if you enjoyed this video please give it a thumbs up to see future videos like this hit that subscribe button if you want to see me cover any other topics in the future leave a comment down below and i'll add it to my list of videos to create alright well that's all i had for you today i hope you enjoyed and i hope to see you next time bye [Music] bye
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Channel: Kevin Stratvert
Views: 113,682
Rating: 4.9323153 out of 5
Keywords: kevin stratvert, visio, microsoft visio, diagram, diagramming, diagram app, app, visio web, floor plan, flowchart, flow chart, microsoft 365, office, office 365, tutorial, how to use visio, visio tutorial, template, templates, flowcharts, draw, vector, help, support, how to, ms visio, vsdx, vsd, standard, professional, vector graphics, graphics, chart, org chart, organizational chart, work flow, timeline, business, education, engineering, network, schedule, software, database, sample, walkthrough
Id: SN32Sl7PH8Q
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Length: 14min 51sec (891 seconds)
Published: Wed Nov 04 2020
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