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Microsoft Visio 2010 : Formatting Individual Shapes (part 1) - Which Formatting Attributes Can Be Edited?

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If you want to change the general look of your diagram, be sure to start with themes. However, if you need to make specific changes to a shape or are creating your own library of symbols, Visio has a full set of formatting tools at your disposal.

1. Changing Line, Fill, and Text Attributes

You can’t help but notice Visio’s formatting controls. They are similar to what you would find in Word or Excel and located in similar places. The Home tab on the Ribbon has the Font, Paragraph, and Shape groups. Right-clicking any shape pops up a mini-toolbar that gives you quick access to popular formatting features, along with cascading menus to access just about everything else.

The best way to get good at formatting is to start a blank drawing, draw some rectangles, and then start clicking the controls on the Home Ribbon or right-click the mini-toolbar.

2. Which Formatting Attributes Can Be Edited?

Visual attributes fall into four formatting groups: Line, Fill, Shadow, and Text. While the list of possibilities is too long to show here, the best way to learn them is to play around and experiment.

There are formatting dialogs for each group that help you to get a good overview of available options, and make many related changes at once. For Text attributes, use the dialog box launcher buttons in the lower-right corner of the Font and Paragraph groups on the Home tab. For Fill, Shadow, and Line dialogs, click the corresponding drop-down button in the Shape group, then pick the Options item at the end of the list.

Take a moment to explore these dialogs to see all the formatting options available. Draw a few rectangles on a blank page and format the living daylights out of them!

Using Formatting Dialogs to Change Many Settings at Once
1.
Start with a new, blank drawing.

2.
Draw a rectangle on the page, and type Using Microsoft Visio 2010 on it. Keep the shape selected, but switch back to the Pointer Tool.

3.
Change fill formatting for the shape using the Fill dialog. On the Home tab, in the Shape group, click the Fill drop-down and then choose Options at the bottom of the list. The Fill dialog appears.

4.
Choose different values for color, pattern, transparency, shadow style, shadow color, shadow pattern, and shadow transparency. After each change, click Apply and see how the shape changes without leaving the dialog. Click OK when you are ready to exit.

5.
Compare the many options in the Fill dialog to the smaller set that is available in the Fill drop-down in the Shape group. Right-click the shape and notice that the same Fill drop-down is available from the mini-toolbar.

6.
Notice that the Ribbon and context menu options give you Live Preview as you move the mouse over various options. In the dialog, you have more choices and can change many settings at once, but you don’t get Live Preview.

7.
Change line and shadow formatting similar to how you changed fill attributes in steps 3 and 4. The Shape group has drop-down buttons for Line and Shadow; these both have Options at the bottom which launch detailed dialogs.

8.
Note the line and shadow options available directly from the Ribbon and via right-clicking and compare them to the options available in the dialogs.

9.
Explore text formatting options by clicking the dialog box launcher in the Font or Paragraph groups. You see the Text dialog, which has six different tabs for formatting the Font, Character, Paragraph, Text Block, Tabs, and Bullets of your shape’s text.

10.
Note that you can format individual words and characters for the shape’s text. To get into text edit mode, simply double-click the shape or select the shape and choose the Text tool from the Tools group on the Home tab. Then you can select portions of the text as you would in Word and format them.

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