Welcome to part two of using the Visio organisation chart template. In part one, we looked at how to access the organisation chart template, drag and drop shapes and change the style of the chart. In part two, we will take a look at design options, including altering the height and width, spacing and moving shapes.
Design options – leg styles
To control the look of a leg style underneath a superior shape, use the Layout option in the Layout group. Firstly, select the superior shape as shown in Figure 1, click on the Layout button and choose a style from Horizontal, Vertical or Side by Side groupings.
Figure 1 - Layout styles
The result of choosing the Left Offset style in Figure 1 changes the leg style layout in Figure 2.
Figure 2 - Left Offset style
Design options – spacing and moving shapes
Using the + or – spacing buttons, as shown in Figure 3, increases or decreases the amount of space between all shapes on the Visio drawing page.
Figure 3 – Arrange group and spacing choices
To customise the amount of space between shapes, use the dialog box launcher on the Arrange group, as shown in Figure 4.
Figure 4 - Arrange dialog box launcher
There are three spacing options to choose from, as shown in Figure 5, the first two closer and further, “do what they say on the tin!” and are applied to selected shapes or pages.
Figure 5 - Spacing dialog box
Clicking on the Custom option and the Values button opens the dialog box shown in Figure 6, which allows specific measurements to be specified.
Figure 6 - Custom spacing values
Entering text and moving shapes
Enter text into shapes by double-clicking on the appropriate text box, as shown in Figure 7.
Figure 7 - entering text
Use the Move buttons in the Arrange group to rearrange individual shapes or legs. Figures 9 and 10 show the results of moving Stuart up a leg by using the Move Left/Up and Figures 11 and 12 show the results of moving a leg from left to right using the same Move button.
Figure 8 - Moving options
Figure 9 - Moving Stuart up a leg
Figure 10 - Result of moving Stuart
Figure 11 - Moving a leg from left to right
Figure 12 - Result of moving a leg from left to right
Design options – Height and Width
Use the Height and Width options, as shown in Figure 13, in the Shapes group to increase or decrease the height and width for all shapes on a drawing page or selected shapes.
Figure 13 - Height and Width options
Figures 14 and 15 show a change in height and width to all shapes on the drawing page. Once objects are selected, as shown in Figure 16, only these objects display an increase/decrease in width and height.
Figure 14 - Shapes the original height and width
Figure 15 - Shapes changed height and width
Figure 16 - Height and width changes for selected shapes
This is the second installment of a series of posts on organisation chart creation in Microsoft Viso. The other blog posts cover Building a Visio organisation chart, Further design options and Linking pages.
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