Visio template location - finding solutions
Where are Visio templates stored?
Hello, in this article I am going to show you how to create an org chart using the org chart wizard in Visio 2010.
To get to the Organization Chart Wizard we have to go into the file and we can look under the business categories to find it now is at the top I have it up here on the Organization Chart Wizard here because I had it open before but if you do hadn't opened it before, it's under the business category. Let me go ahead and double click on it and then you can find the Organization Chart Wizard here, so if I click or a double click on it to open the Organization Chart Wizard and go through some steps here so it will ask if you have your Organizational chart from a file or database, or information that you will mainly be entering when using this diagram, let's assume you have a file, an external file from Visio, that holds your organizational chart. So it could be a text file with a txt file or a CSV file or an Excel file.
It could be an Exchange server or it could be on ohD. For the most part you'll see the ODBC compliant database type file, or in my case I'll go ahead and show you an example of whether it will sit on top of Excel, so let me go ahead and open it with Excel, that's what? It looks like it will be a very simple org chart arranged in rows. Now one of the most important things to note is that you must at least have the names of the people and report to them.
In this example we have kind of a little organizational chart from the Executive's CEO to the CEO and the CFO and the people reporting under them like the VPs or Directors and Consultants, so we have this first column which is the name and then is our second column a title and then the third column who they report to, so you should at least, 'You don't have the name and who they report to, so Joe Smith is a CEO. He doesn't report to anyone, so it's a bit of an assumption that Joe Smith is at the top of the hierarchy and then Vijayhier who is CEO reports to Joe and we also have Carl here who is CML reporting on Joe and Marilee who is CFO reporting on Joe so now you can imagine how that hierarchy will flow down after importing into Visio, so let me go ahead and go back to the article, this is the file we are going to import so you need to close this file. I'm ready and close it now and let me get back to visio so i'm article we will create our org chart from this file go ahead and click next and this will be an excel file i'm going ahead and click here now Click Next I'll look for this file now I already have it here and we click Next and now it will get this file and Visio will look at and look at the fields by the name and the reports too, so I already have the column in who we have the names and these columns are pulled out here so that you can choose and who it reports to, so I already have a column for reports that also lists the fields available in this file for the reports to o so it somehow picked it up already, and Visio was smart enough to pick it up.
I won't go ahead and choose this first name because it's optional. I'm going to click Next and now it asks which fields Excel needs to display I don't really need the reports to feel like they are being displayed. All I want is just the name of the title, similar to how it shows up when you have a file that has numerous other files, some columns, maybe the email phone number employee id number that the Might be the size of the file you have but I wanted to keep this very simple so that I just want to show the name in the title so I'll keep clicking and then clicking 'Next' The column field is a data file and what we are adding to the chart shape would like to have the background data, which does not necessarily have to be displayed, but is part of this form, so that if we had our telephone number, the e-mail address of the department that reports it up to us can still move in this form and that will be part of the form fields of the data fields but they don't necessarily have to be displayed but they will be in the background for this field so I will have these three fields that I had in an excel file part of the Shape data field, so that's okay, go ahead and click Next.
The final step here is for these to automatically break down the org chart and pages so you can probably check that radio button as it assumes your file may be your lines are quite large, maybe you are importing a sizable medium to large type an Orca diagram coming from a file. You may want to split it up into multiple pages and link those different shapes or the different parts of the hierarchy on the different pages. The check box is here so that you can hyperlink the employer shapes across pages and also sync them.
If you sync them you can use it to create a chat Ange on one page and that page, which is reflected on other pages, I'll go ahead and leave those two ticks there, so I'll hit Finish so we can see Visio do this Organization chart actually freshly created zoom in there you can either use the slider to zoom in, we have our zoom out and zoom indas let's zoom in, but I like to use the keyboard and also mouse combinations Control Shift Left click and you will see that the cursor turns into a magnifying glass and I can go ahead and select the area that I want to zoom in. I might just want to zoom in on those three fields or I can zoom in here and it will now zoom in there if you notice it is cut off here I can also move it around somehow, using the scrolls here I can go up a little scroll or the other keyboard shortcut is ctrl-shift and then right click and what happens now, if i move it you will find that the cursor has turned into a little hand and i can move it around too so i can have little flexibility in terms of customizing the view of it. Now that I've set up my working diagram like this, I can change it.
Maybe I'll just zoom this down a little bit in the zoom out and go ahead and Ctrl-Shift-Right-click on the move, slide it up a bit here and let's say that maybe I wanted to add to Karl's, I've got these shapes here for you see we have our shapes window here I wanted to add a manager under Carl So I guess I'll just select that and just go on top of it I don't have to paste it here and then create another link here I can just paste it at the very top and Visio will tell us if you want to do that and let it automatically create the lines that connect them together. You just have to put it on the mold. So if I hit OK you will find it goes down and there is a connecting line shape so maybe for the name here I will just put another Joe Maybe Joseph Lee and maybe Joseph Lee is a real advisor, and if so If you had other people that you could add under people, you can add the position or the advisor, which has a different form, maybe a vacancy which is a type of role assistant to be filled, can be subordinated to something like the CEO get put aside here and if you had to put several people under, there's a shape here that allows you to put more than one, so if we put this out here we put maybe we put it under Mary, you will now notice that down here let me get started and hit shift-right-click and somehow move it here you will now notice that it has added three boxes here, so the three positionones had added three boxes.
Release me and Control Z to undo that and show you another one that comes in as multipleshapes If we didn't want to stick with just three, when I click on it and go to Mary Lee to add it there becomes one extra window appears where I can choose the amount of shape s I want to add and what kind of shape so that you have some flexibility to add other shapes. The number of shapes and also the type of shapes let me go ahead and cancel that I won't be adjusting anything here, adding a title to our page here, so I'll go ahead and hit the shift-right arrow to move it, and maybe i want to add a title here when i print out i want to make sure we have a title and we have the khan name of of company so i can just double click, type abc company to make up a company name and that gives us now the tires of the company, if I don't want these grid lines, these grid lines aren't really printed, but if I don't want to see them? I can just go under the view and then click the check box to uncheck the grid and now it's gone. So when I click on this matching page you'll find that it's a nice little view now, so these grid lines are there to help you out as a guide so that you can align things out so we can move shapes around we just click on the shape and somehow move it outwards, it will move this shape and all report shapes below it, and I can move this here on the right or if I wanted to move a group of shapes let me press Ctrl-Z to undo it I can just left click and choose these two shapes to be selected and I can just move them to the side and they will now move along with their corresponding shapes if I want a picture too add to these shapes, for example, our CEO has a picture let me go ahead and zoom in on the ctrl-shift-left-arrow you see i.e. as it turns into a magnifying glass I'll only select this part if I want to give JoeSmith a picture let me go back to the Organization Chart tab you that is this will appear once you have an Organization Chart go ahead and choose this Organization Chart tab You Joe Smith, go back to insert and paste the picture of a CEO here, double click on it and let me go ahead and just adjust the page we see now, we have Joe here, our CEO, so we seem this one having lost both people that we pour them under the CEO and then go ahead and do ctrl-shift and zoom-in here let's go ahead and move them back let me go ahead and left click and select here and move them here let me go ahead and move it back here let's see if that fits that kind of fit let me go ahead and get one zoom out bit and it seems like it wasn't put together really well and what i can do is i can click on the relayout and it will take care of it because vizio is actually pretty nice and wet and so it goes on and tries to find the best layout and posted it here, so let me go ahead and scroll down a bit here and we'll see we've put it here, so if you notice we have different layouts here too, there's a horizontal one Layout, if I chose this instead of having it all d I can do the same thing here, if I want to reward it vertically I click on it and go back or we can have it side to side or if you want Vizio it does it for you, you can also just click next and best of all click the page and it will try to fit the org chart into an optimal setting now there it move those buttons up and down, move left, move right and then left click and zoom in here and you will find that we have some advisors up here.
Maybe we don't want the advisors to be so high up that they should be below the VPs and Director so that I can click on one of the advisors and just click the arrows to move it down so you can notice that it's moving down here, and then maybe I'll move the VPs up and move it up here so I can rearrange the shapes here too, even after we're done moving the shapes and layout t and want to add some flair to the background, what we can do is change the background so I'll go ahead and zoom out here or fit the page here and once I fit the page here I can go under the Design tab here and i have some backgrounds that Visio provides, when i click on it i maybe have a background of the world and that gives me a picture of the world and if i want to change it i want to the colors of the theme are not that gray. There are a variety of themes here that we can choose from, maybe I like something like that and you may have something of that orange color or something of a blue color available so apply these themes for So here you can do a lot of things, after importing the org chart from a file like Excel and formulating it into a visual view, you can rearrange the layout, you can customize some of the shapes, you can add or change the shapes, and you can also change the background and apply some themes and colors to it
How do I access a template in Visio?
When you find stencils online and download them, Visio stores them in the My Shapes folder. That's where you can find them when you're ready to use them in your diagrams. When you download a stencil, and the notification bar asks if you want to open or save the file, click the arrow next to Save and click Save As.
Hello again and welcome back to our Visio 2013 course in this section we are going to make a drawing from scratch and then after we do that I will set up Exercise 1 which is for you to make a drawing from scratch.
Now the drawing we're going to create is going to be an office layout that I'll use to draw a very simple drawing to begin with and in the process. I am going to explain quite a bit more about the Visio workspace and I will also talk in more detail about the Shapes window, something else that we will focus on some of the Visio terminology in this section as the terminology is very important when we are quite complex Use templates to draw fairly complex drawings. To start I click on the file to bring me to Backstage view New is already selected And what I want is an Office layout diagram.
Don't forget if you can't find what you want, there might be a lot in there if you click on categories when you go to Mapsan d Floor Plans you can see that you have a home plan there that's under your cursor at the moment I'm going to this office layout is metric units or US units I'm going to go with US units and it basically creates a blank drawing I want to mention here what I haven't mentioned before that if you look under the drawing window, here's one little tab that says Page 1, and by default most of the drawings you make will likely be single-sided drawings, at least initially. Your drawings will become more complex. You may need to add extra pages.
For example, the fact that you may be creating different views of a building or you may be doing different aspects of designing a system now if you need more pages You can click the plus button here to create an additional page. So when I hit plus I now have two pages and each can have their own Visio drawing on it, it works pretty much the same as the worksheets if you are you are familiar with using Microsoft Excel by now. On this occasion we only need one page, so I'll right click on page two and hit delete so we can now create a one-sided office floor plan give it a name so that I can save as so that's back to backstage views, there there's a cause that file one is going to be course file okay I can start drawing now as I mentioned earlier, we're looking at the drawing window here and to the left of the drawing window we have the shape window that I mentioned earlier when the selected template is given.
By default, you will see a number of so-called templates in the Shapes window, and a template is actually a collection of masters. Now I'll start by choosing one of The templates I'm going to choose office supplies, and there are about a dozen masters on the office supply template. This includes things like small plant large plant desk lamp marker board and so on, now if I wanted to put one of these masts ers on my diagram, as you have already seen, I can just drag it if I want I now have a shape in the diagram die Terminology we generally use is the one on the stencil that we have, and when we use a master to draw a shape on a diagram, when it is on the diagram it becomes a shape so it was a Master, if it was there, it's a shape of this of course I can adjust the size of the shape to the specific needs so that we have shapes that are instances of masters and we have stencils that are collections of masters that are very important terminology, if you are working with Visio again now, if I were to draw my special office layout I probably wouldn't start with a trash can, a trash can I'll e actually start with the entire office itself so I'm going to undo everything that went with typing that trash can on my diagram and I'm going back to walls, doors and windows because maybe I want to start drawing the whole room, of course can I just put the equipment on without the hassle of putting the walls in there If I was dealing with a round room rather than a rectangular room, I could say at this point that the first master I have to use being a master for the room itself so let me draw that onto my drawing i will actually have a round office now don't worry about the 4ft 6ft 10ft size specs at the moment and soon i will deal with this later at im Right now we're going to be making this all very visual so what am I going to do now I'll do the sizing handles first to get my office roughly right size and orientation.
I'll say this is my L-shaped office, that's about right, so now let's put some windows in the office and here you see how clever Visio will pull a window onto that wall once I roughly get it in Position, Vizio sorts out the orientation it knows which way a window is going in relation to a wall, and it's 2 feet 6 inches wide but that's more about that later let's put a second window in there and right away of course we need at least one door i will have a couple of doors because i needed some sort of escape door as well as a fire escape door so i will put one put in there note that it opens into the room and i will add another one that is also opens into the room so now i have two windows and two doors before we move on. I wonder if you've occasionally noticed a little message in the center of the screen flashing so fast that you might not even have noticed. If you've noticed it you might be wondering what it says.
You might think something went wrong, which it didn't at all, but once you start using Visio you are in the areas of potentially losing work, if you don't save them regularly now. It's a very good idea to save your work regularly, of course, but Visio has an auto-save feature and once you start the work that is due now, I suggest that you make sure that the auto-save is made easier y is now turned on when you go to Backstage view, it is in the options and it is on the save page third page down Save files in this format Visio document directly underneath, which the auto recovery information defaults to all Saves 10 minutes. Make sure you have autosave turned on, if you don't want to turn autosave on and you're going to turn it off then make sure you regularly save your work.
Otherwise, if Visio itself fails or your power fails, your laptop fails, whatever it is, you could potentially lose a lot of work. Now you can tell why would someone turn off autosave, why? Would someone be using software like Visio with autosave off, the answer to that is if you have a PC, a device you're using that isn't very powerful so it really has a bit of trouble running Visio, or you are you dealing with such a complex diagram? Diagram with links to databases, etc. The kind of thing we'll look at later in the course, auto-saving can cause a noticeable delay, if when you're working you actually see everything pausing it can even appear to be hanging up while working and it can be really irritating if that happens now, if you have a properly powered device then it shouldn't happen at all but we are not all able to buy the greatest computers we possibly can to get performance problems to avoid.
So if you find that autosave is causing performance problems and you need to turn it off, maybe just turn it off to deal with an extra large drawing, make sure you forget to turn it back on afterwards, very often to say to avoid work, now mindset on Make sure you're ready too and we move on I can just cancel the Visio options now One of the most important things about Visio is that it is very dynamic to set up this L-shaped office I thought I drew the office right, I put the doors and windows in and now I think I can't possibly be right that the door wouldn't go more than half the width of the office. I measure a little and adjust notes that I actually got the dimensions of the myl shaped office a little wrong. So when I choose the office myself, write down the handles halfway along each wall at every corner, but also these inner walls here that inside the L also have small handles and I can use these to correct any mistakes that I originally made my sizing.
Now the important thing to realize is that you can constantly customize a Visio diagram this way, I've got my doors and windows in place, I'm starting to put some office furniture in, so I've chosen the office furniture template and the first thing I'll do is make a table put in it so I'll take this table and I'll drop it there, now the table isn't really that big I can resize it using the resize handles I can also resize it by specifying the size which we will look at later but this is a bit closer to the correct size and if I decide that the table only goes here but I need it the other way around I can use this rotation control to rotate the shape, maybe one final adjustment to its position and I have now my table in the corner of the office if you want and there is room for people to walk past it could be a bit dangerous though catch people in the corner of the table, but anyway, that way I can start building up my office layout, so I put a filing cabinet and desk and chair in there and look at that table again and think I'm mine since I'm not so sure that this is going to be really a bit awkward, so I've selected the table and I'm going to use a command we talked about earlier in the course, on the Home tab on the right there is a Change Shape command and when i click change shape i can see a visual list of the shapes on the currently selected template and i will change them for a round table with multiple chairs let's make it a bit cozier group maybe it should be a little smaller but if so if I put this in the corner, it becomes a lot more practical, so now I've put more furniture and a little plant in there and that's my office chicht that is not very good at the moment, but it is a good start and I just want to explain some terminology a very important terminology what is a Tempelwell a template is one or more drawing pages some templates have several drawing pages it is usually the unit of measurement for This template can contain any number of templates There are templates that do not have templates, generally templates have templates and they can have many that can contain background pages and some of the pages in a template may already contain shapes A template can also be bespoke Having Software Associated With It Now this course of writing our own software coding is really outside the scope of the course, but I'll give you a brief introduction towards the end of the course I'll talk about macros and VBA a little later, so some or all of them are of these things a template and Templates can be very complex. You can even create your own templates. You can make your own stencils So that's it when you draw our first shape here this is the file Oh to Coursefile 0 2 if you want to look at it yourself and I'll work on it a little later but in the next section I'll put your first piece for you from work to do by yourself so please join in for the hello everyone Simon here from Simon Saysit thanks for watching this article If this is your first time here I love that you post new articles every Tuesday, Wednesday and Thursday Simon Says at channel here on YouTube, just hit the 'Subscribe' button over to the right.
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How do I change the template in Visio?
Open the stencil, right-click its title, and select Edit Stencil. Right-click the shape, select Rename Master, and type a new name for the shape. Right-click the shape, select Edit Master > Edit Master Shape, and make changes to the shape.
This article is about developing a custom title block from a page.
I'm going to look at ways to customize this particular application you have and how to save it. The first step here is to open a new page, then we'll zoom in on that page until we see a six day inch scroll across the lower right corner, but we're going to choose here to go with a three and a half by an inch block, so I'm going to draw the outside of it now and then we're going to add some separate subdivisions to this title block I'll start that up first, we'll adjust this, but next block a little smaller, drop that more here, I'll insert some title blocks for things like the tag on dem the author and it's something, so we'll know and copy this psychiatrist you can downsize with another. You can make these in any size you want.
These are the ones that work particularly well.Most of my work goes to Rafi and chooses an appropriate size for each of these blocks, so the way you do this you can work well and put any constant size put two blocks in that particular rectangle right here I do look at me the whole page and we will make an additional outer border and that we will take rectangle and set the fill to no fill since transparent and zooming back on blocking is now the next step here, creating some layers knees will be very useful, specifically for locking the Seitems that we'll use in the next step to create this, so I'll go up here to the Layer Properties to set up a new layer for the frame, and outside of the new layer for the title block, an additional layer for the title text, I'll change the order in the title block set up dark blue color then I select these elements too t also like the frame and put that on the layer order select totitle block to sign the layer for the title block, this is an important thing as at this point I will be going to the layer properties I will go to the borders are not selectable now so we're going to zoom in on these two different things again. I'm going to label a couple of these blocks instead of what goes in with the others.
I'm just going to insert text boxes, so let's start by putting some text over the top project name, then we're going to select this block of text, the extensions of it to the size of the place we want to fill in there, and take this block of text in this position, take the text and this and that copy this down to draw the tag of course anything can be entered in these fields be a place for a sheet number and finally we will go and label two of these fields, so select this one, unlock the ladder for the title block Willis changed a and that's a big shrink thatSixpoint size, go to the text block tool, which is a bit smaller and we'll do the same.Fields are selectable so we can change them as we need and it pretty much shows us all the areas for that we are looking for. We are going to look at the whole page here and now we are going to save this as a template so that we go to save Assadness and Templates then we will close this window go to the file You draw from template list our template right double click on it
How do I add a template to Visio?
Select File > New. Select the Templates tab, scroll to the bottom, and then select New from existing. In the dialog box, select Create. In the New from Existing Drawing dialog box, navigate to the custom template that you want, and then click Open.
Where do I find the templates for Visio?
You can follow the question or vote as helpful, but you cannot reply to this thread. Generally, the default templates are installed within the Visio application installation. You can repair the Visio application if you missing all default templates in Control Panel > Programs and Features, select Visio application, click Change > Repair.
How to change the location of templates in Visual Studio?
You can change the known location for user templates in Tools > Options > Projects and Solutions > Locations. The categories in the New Project and Add New Item dialog boxes reflect the directory structures that exist in the installed template and user template locations.
How to change the default working folder in Visio?
Scroll all the way to the bottom of the tab and click File Locations. Drawings This is the additional location of drawings, custom templates, custom stencils, and other file types. Add a file path here to make it the default working folder. If you add more than one file path, the first one is the default working folder.
Where do I Find my Visio installed files?
Note: Visio always looks in this location for Visio-installed files, and Visio does not find custom files, templates, or stencils that are added to this location. Users <user name> AppDataMicrosoftAddins Default browse location for add-ins from the COM Add-Ins dialog box