Visualize complex processes with microsoft visio a guide to visually creating, communicating, and collaborating business processes efficiently
Streamline your business by creating clear, concise process diagrams with Microsoft Visio, and share them securely for viewing, reviewing, and collaboration Purchase of the print or Kindle book includes a free PDF eBook Key Features Learn built-in diagram types or create custom ones to describe flow...
| Otros Autores: | , |
|---|---|
| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Birmingham, England ; Mumbai :
Packt Publishing Ltd
[2023]
|
| Edición: | 1st ed |
| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009743340306719 |
Tabla de Contenidos:
- Cover
- Title Page
- Copyright &
- Credits
- Contributors
- Table of Contents
- Preface
- Chapter 1: Choosing the Correct Business Process Diagram Type
- Technical requirements
- Setting the scope with context diagrams
- Starting a context diagram in Microsoft Teams
- Opening a Visio document in Microsoft Teams
- Determining who and what with a functional flow diagram
- Starting a functional flow diagram in Visio for Web
- Capturing interactions with a cross-functional diagram
- Starting and ending with rounded terminator shapes
- Defining process steps with rectangular shapes
- Highlighting decisions with diamond shapes
- Labeling swimlanes for each actor
- Starting a cross-functional diagram in desktop Visio Plan 2
- Starting a cross-functional diagram in Visio Plan 1
- Saving a desktop Visio document to a Teams channel
- Defining the detail with a flowchart diagram
- Knowing when to use the flowchart shapes
- Using the Off-page (reference) shape
- Summary
- Chapter 2: Choosing the Best Visio Edition for Our Needs
- Technical requirements
- Understanding the different Microsoft Visio editions
- Using Visio documents anywhere
- Comparing templates and features of Visio editions
- Getting to know the Visio user interface
- Understanding the desktop Visio user interface
- Understanding the Visio online editor user interface
- Understanding the Visio Reading View user interface
- Adding stencils to the workspace
- Searching for shapes
- Summary
- Chapter 3: Learning to Manually Create Process Flow Diagrams
- Technical requirements
- Setting the page size and orientation
- Adding basic flowchart shapes
- Using Quick Shapes and AutoConnect
- Aligning shapes with Smart Guides and Dynamic Grid
- Relating shapes to each other
- Dragging the AutoConnect arrow
- Gluing connectors to a specific position.
- Reversing the direction of flow
- Changing the routing style of connectors
- Changing the type of connectors
- Automatically changing the diagram layout
- Labeling shapes and relationships
- Resetting flowchart shape sizes
- Moving the connector label
- Working with swimlanes and separators
- Adding a swimlane to a cross-functional flowchart
- Moving and resizing swimlanes
- Adding a separator to a cross-functional flowchart
- Adding more detailed information to shapes
- Using ScreenTips to store a longer description
- Inserting shapes between existing ones
- Creating subprocesses
- Creating a new subprocesses page
- Linking to an existing subprocess page
- Creating a new subprocess page from selected shapes
- Validating the structure of flowchart diagrams
- Summary
- Chapter 4: Using Visio for Desktop with BPMN
- Technical requirements
- The basic idea of the BPMN approach
- The terminology of BPMN
- Getting started with BPMN in Visio
- Finding the BPMN template
- Working in the BPMN diagram environment
- Changes and formatting of all BPMN shapes
- Accessing the variations through metadata
- Getting started with placing the shapes and formatting the shapes
- Adding the start event
- Extending the diagram with a task
- Connecting the shapes
- Visio for the web and BPMN
- Validating the structure and syntax of BPMN diagrams
- A built-in scenario for the BPMN template - the Power Automate export
- Assigning the Power Automate elements to the shapes in the Visio diagram
- Exporting the flow to Microsoft Power Automate
- Summary
- Chapter 5: Utilizing Data Sources to Create and Enrich Business Process Diagrams
- Technical requirements
- Creating process diagrams automatically in Excel
- Editing in Visio online
- Editing in desktop Visio.
- Using the example Cross-Functional Flowchart of the Data Visualizer process
- Creating process diagrams automatically from data in Visio for Desktop
- Understanding and editing the Data Visualizer Excel workbook
- Running the Data Visualizer wizard in Visio
- Updating the source table from Visio
- Creating Visio for Desktop and Excel process diagram templates for others
- Adding extra information to process steps
- Summary
- Chapter 6: Learn How to Diagram Efficiently
- Technical requirements
- Editing the built-in ribbon to provide more options
- Creating a new ribbon tab, group, and buttons
- Learning useful shortcut keys in Visio
- Shortcut keys common in Visio and most M365 and Office applications
- Visio-specific common shortcut keys
- Using short keys in desktop Visio
- Banding shapes together
- Selecting multiple shapes
- Using the built-in containers
- Controlling the layout
- Aligning shapes
- Distributing shapes evenly
- Adding callouts for annotations
- Getting Callout shapes in Visio for the web
- Getting the Callout shapes in desktop Visio
- Adding borders and titles
- Editing headers and footers
- Summary
- Chapter 7: Preparing Diagrams for Presentation and Collaboration
- Technical requirements
- Using themes to enhance the appearance of pages
- Using variants in desktop Visio
- Applying different styles to shapes
- Adding data graphics to highlight information
- Text / Callout
- Data Bar
- Icon Set
- Using Color by Value
- Inserting a legend
- Using layers to control visibility and color
- Considering accessibility
- Use high contrast to ensure text is legible
- Alt text titles and descriptions
- Diagram navigation
- Options for multi-language versions
- Summary
- Chapter 8: Securing and Providing Access to Diagrams
- Technical requirements
- Primary questions for sharing.
- Options for storing Visio files for broader distribution
- Storage in OneDrive and OneDrive for Business
- Storage in SharePoint Online
- Adding Visio documents to Teams channels for reviewers (including shared channels)
- Publishing a Visio file in Microsoft Teams on a tab
- Using conversations and comments with Visio documents
- Removing comments from a Visio document
- Co-authoring in Teams and SharePoint
- Sharing a Visio file
- Protecting a Visio document from viewing
- Protecting a Visio document or parts from edits
- Summary
- Chapter 9: Integrating Visio with Other Microsoft Apps
- Technical requirements
- Exporting processes to Microsoft Word for documentation
- Enhancing the Word document
- Exporting diagrams to Microsoft PowerPoint for presentation
- Optional Visio add-in to provide extra features
- Exporting data to Microsoft Excel for integration
- Creating a report definition
- Running a report definition
- Optional Excel add-in to convert the report into a modern table
- Embedding processes in Microsoft Power BI for interaction
- Preparing a Visio diagram for Power BI
- Preparing data for Power BI
- Embedding into Power BI
- Summary
- Chapter 10: Customizing Master Shapes and Templates
- Technical requirements
- Understanding the importance of master shapes
- Viewing the Document Stencil
- Understanding the Drawing Explorer window
- Shape instances inherit values from a master shape
- Introducing the ShapeSheet
- Reviewing existing selected process master shapes
- Types of Shape Data
- Adding description shape data to existing master shapes
- Adding Duration to shape data
- Assigning line weight, style, or color by Owner
- Matching the shape color with the swimlane color
- Summary
- Chapter 11: Improving the Provided Flowchart Shapes
- Technical requirements.
- Adding the phase of swimlane to process shapes
- Adding User.visHeadingText to the Separator shapes
- Adding Phase to the flowchart shapes
- Viewing the Phase text in the Process shape
- Inheriting the labels of built-in containers
- Automatically highlighting unglued connectors
- Adding configuration options to callouts
- Maintaining callout associations on hidden layers
- Making diagrams accessible
- Automatically setting high-contrast shape text
- Setting the tab order
- Providing meaningful alternate text
- Sharing custom templates
- Summary
- Index
- Other Books You May Enjoy.
