Make the switch to Visio 2010

See also

Move around in Backstage view

  • Visio 2010 opens to Backstage view. Go to and form Backstage view by clicking the File tab.
  • You can open a template by click Open or Recent.
  • On the New tab, you can create a new diagram, including blank diagrams.
  • On the Print tab, you can print your diagram or open the Print Preview mode.
  • On the Save & Send tab you can change the file type for the diagram, save to a SharePoint site, or send the diagram as an attachment to an e-mail.
  • Click Options to open the Visio Options dialog box and set options for Visio or to customize the ribbon.

Create a new diagram

  1. Click the File tab.
  2. In the Backstage view, click the New tab.
  3. Under Choose a Template, click the template category that you want.
  4. Select the template that you want and click Create.

Use the commands on the Home tab

  • The Font and Paragraph groups contain the most common commands for working with text.
  • The Tools group has the Pointer Tool, Connector tool, Connection Point tool, Text tool, the Text Box tool, as well as the Rectangle, Ellipse, Line, Freeform, Arc, and Pencil tools.
  • The Shape group contains the commands for changing the fill, line format, and shadow format for shapes.
  • The Arrange group includes the commands for aligning, positioning, and grouping shapes on the drawing page.

Open the Size & Position and Pan & Zoom windows

  • To open the Size & Position window, on the View tab, in the Show group, click Task Panes, and then click Size & Position.
  • To open the Pan & Zoom window, on the View tab, in the Show group, click Task Panes, and then click Pan & Zoom.

Add a connector between shapes

  • To use the AutoConnect arrows, do the following:
  1. Drag a shape from the Shapes window onto the drawing page and hover over the shape that you want to connect to.
  2. Drop the shape on one of the blue arrows that appears.
  • To use the Connector tool, do the following;
  1. On the Home tab, in the Tools group, click the Connector tool.
  2. Hover the cursor over the first shape that you want to connect. Click the connection point that you want.
  3. Drag the connector to the connection point on the shape that you want to connect to.
  4. When the connection point turns red, drop the connector.

Open a stencil

  • To open a built-in stencil, in the Shapes window, click More Shapes, point to the category of stencil that you want, and then click the stencil that you want.
  • To open a custom stencil on your computer, in the Shapes window, click more Shapes, click My Shapes, and then click the stencil that you want.

Insert a new page

  • Do one of the following:
    • On the Insert tab, in the Pages group, click Blank Page, and then click Blank Page.
    • In the Pages list, click the Insert Page button.

Design a background page

  • To apply a background, on the Design tab, in the Backgrounds group, click Backgrounds, and then click the background that you want.
  • To apply a border and title, on the Design tab, in the Backgrounds group, click Borders & Titles, and then click the border and title style that you want.
  • To customize the background, click the background page (italicized) in the Pages list. The background page opens up.

Insert a field

  1. On the Insert tab, in the Text group, click Field.
  2. In the Field dialog box, under Category, click the type of field that you want.
  3. Under Field name, click the field that you want.
  4. If you want to change the format for the field, click Data Format, in the Data Format dialog box, select the data format that you want.
  5. Click OK.

Apply a theme

  • On the Design tab, in the Themes group, click More Button image, and then click the theme that you want.

Add data to a shape

  1. On the View tab, in the Show group, click Task Panes, and then click Shape Data.
  2. Select the shape that you want to add data to.
  3. In the Shape Data window, enter the data.

Create a new data field

  1. Select the shape or shapes that you want to apply the new data field to.
  2. Right-click inside the Shape Data window and click Define Shape Data.
  3. In the Define Shape Data dialog box, click New.
  4. In the Label box, enter a name for the new field.
  5. In the Type list, select the type of data that the field will contain.
  6. In the Format list, select the format for the data that you want.
  7. Click OK.

Import data from an external data source

Applies to:    Visio Professional 2010, Visio Premium 2010

  1. On the Data tab, in the External Data group, click Link Data to Shapes.
  2. Follow the steps in the wizard.
  3. When the External Data window opens, click a row of data and drag it to the shape in the drawing that you want to apply it to.

Apply data graphics to a shape

Applies to:    Visio Professional 2010, Visio Premium 2010

  • On the Data tab, in the Display Data group, click Data Graphics, and then select the data graphic that you want.