Visio Background Pages

By stretch | Monday, July 25, 2011 at 2:26 a.m. UTC

Visio drawings often have multiple pages which are used to convey various subsets of information. For example, you might maintain separate layer two and layer three views of a network topology (which is generally a good idea) or include ancillary illustrations of WAN connectivity, equipment rack diagrams, and so forth. When you create a multi-page Visio document, there is typically some information you want to display consistently on all pages, such as your company logo, revision control information, or distribution restrictions. Rather than replicate these objects by hand, you can employ a background page to apply a consistent look to all pages within a drawing.

Suppose we've started creating a new network design with separate pages for both layer two and layer three. Before we work any further on the design, we want to touch it up by adding a title and some revision information in the top corners. We'll put these shapes on a new third page to be used as the background page. Click the Insert Page tab at bottom left next to the existing pages and rename the new page to Background (or whatever you'd prefer to call it).

background_tab.png

On the new page, we'll add a simple document title and subtitle to the top left corner and a revision information block to the top right corner. (The revisions table shape can be found under Visio Extras > Title Blocks. Simply add multiple copies of the shape to form a table.)

background_page.png

Next we need to set our new page to serve as a background page for the other two in the drawing. Right-click the Background page tab and select Page Setup. Under the Page Properties tab, set the page type to Background.

page_properties.png

Notice that after applying the change, the page tab becomes italicized, indicating that it is now a background page.

Now right-click the first page of the document and select Page Setup. Under the Page Properties tab, set its background page to Background and apply. Repeat this configuration for the second foreground page as well.

page_properties2.png

Notice that the title and revisions block from the background page now appear on both of the foreground pages.

foreground_page2.png

Background shapes cannot be selected or modified while editing a foreground page. This ensures that we don't accidentally modify the background layout while working on the foreground. This behavior makes background pages useful for keeping ancillary shapes out of the way even in documents with only a single foreground page.

Background pages can be nested to multiple levels. For example, you might have two foreground pages which have a background page with "Phase 1" information and another two with a background page with "Phase 2" information. Both of these background pages could then share a common base template or graphic background page which would display across all four foreground pages.

page_hierarchy.png

About the Author

Jeremy Stretch is a network engineer living in the Raleigh-Durham, North Carolina area. He is known for his blog and cheat sheets here at Packet Life. You can reach him by email or follow him on Twitter.

Posted in Visio

Comments


Steve (guest)
July 25, 2011 at 2:48 a.m. UTC

Great article. Keep the Visio lessons coming.


@briggsgarage (guest)
July 25, 2011 at 1:29 p.m. UTC

This is great. Have to keep in mind if you want to have portrait and landscape pages that your background is the right dimensions to work on both layouts.

Or have two backgrounds.


vin (guest)
July 27, 2011 at 4:35 a.m. UTC

Good article packet life :)


ves
July 27, 2011 at 11:37 p.m. UTC

We actually use the same approach in our company to keep track of the network topology. Same Layer 2, 3 and background pages.

It is kind of a long stretch, but can I ask you to put one example Visio file in the Library. I am really curious what information you like to have and how actually is represented. Ours look terrible and I think it is time to do them again!


Cisco (guest)
November 15, 2011 at 11:01 p.m. UTC

good post and great explanation


John Visio MVP (guest)
November 16, 2011 at 6:04 p.m. UTC

When you place fields on a background page. The information displayed reflects the foreground page it is attached to. So you can place things like Page name and page number on the background and this will reflect these values of the foreground page. Great way for keeping this information in the same position on all pages.


Will (guest)
December 6, 2011 at 12:40 a.m. UTC

So we're doing this with great success however when we do the Save to PDF function our backgrounds get dropped out.


AC (guest)
January 13, 2012 at 3:31 p.m. UTC

Thanks... and I thought I knew it all... Great tip


MarkyD (guest)
July 10, 2015 at 4:47 a.m. UTC

Excellent little tutorial for creating a backgound "title sheet" ... many thanks!

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