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Create and Format SmartArt - Hierarchy Chart - Microsoft Office 2013 - YouTube
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hello today we're going to talk about
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SmartArt so rather than explain how I
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got to this particular piece of SmartArt
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right here I'm going to create it with
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you so those of you that have toyed
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around with smarter before probably have
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an appreciation for how difficult it is
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to get the shapes looking the way you
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want them to now for those of you them
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not really messed around with SmartArt
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before you're probably going to take
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this for granted and in which case I
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just want you to understand that this is
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going to go well for me it's going to go
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quickly because I have a plan all right
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so not only do I have a plan but I'm
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going to use the text pane and the text
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pane is over here alright so if you use
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the text pane and you have a plan this
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should go pretty easily once it starts
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getting off track though it's almost
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impossible to fix so here's my target
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piece of smarter and we're going to
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create it from scratch over here so here
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I am playing sheet if you want to create
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some SmartArt it's under the insert tab
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and it's right here so SmartArt there
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are many varieties of smarter they all
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have their own unique names I'm going to
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do the hierarchy charts today because
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this is the most difficult ones I think
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a lot of these are pretty fancy but like
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a pyramid is just not that hard to put
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together like for example your cycle
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here's gears right it's called gear so
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here's a piece of smarter it's your job
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to enter text now you can enter text
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directly on the shapes but I always
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advocate for doing that here right I put
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an A to B I put a C right not too
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difficult to put together do your gears
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particularly like gears you can't even
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put more shapes in gears right I'm
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trying and it's not even letting me most
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smarter is easy like this just make a
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choice type some information takes care
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of itself
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now the more difficult ones are the ones
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like this where there's relationships
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between the data so we've got a
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president president has three people
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under this person VP sales has two pure
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people under marketing has two people
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underneath accounting has three people
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underneath right so no these
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relationships these these lines matter I
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showing that there are three people
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these assistant ones not any higher than
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this
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- but know the relationships and so
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creating those relationships is where
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you put some thought into it so here I'm
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heading over to the insert tab and going
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to SmartArt I'm going to go to hierarchy
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or just because I'm going to do the
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first one it's kind of it's in
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middle-of-the-road difficulty one notice
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when you insert SmartArt you just get
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this random relationship here that's not
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the relationship we had before I could
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try and add shapes and realign things
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but I know that's a terrible idea so I'm
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gonna open up text pane and what I
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always do first thing I press the Delete
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key I get rid of you know no I guess you
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got it okay there we go so I just get
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rid of everything and start from scratch
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that is by far the best way to do this
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so the top of that food chain was the
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president and so if I want to create a
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new shape and I'm working in the text
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paint I press ENTER and so the next one
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would be the VP sales notice that they
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are on the same link if I press tab it
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indents it and noticed it now it is
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below it you can see it's below it with
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the indentation here and you can see
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that indicating below as well the next
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one was VP marketing I'm just going to
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press ENTER and since I am one level
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down the next shape is going to be one
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level down which is good see this is not
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that hard I mean just because I know how
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it works if I press ENTER again I'm
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going to do my next VP and this is VP of
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accounting
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alright so notice I've got that
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relationship I've got three children
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underneath the president right three
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children underneath the president I had
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a plan and I'm not trying to change
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things I'm just doing it right the first
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time which is really the only way I can
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advise so now we got to get to the part
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where I do these children all right and
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there's no wrong order to do that let's
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just start with sales that make sense to
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me right so sales had two children so
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I'm gonna click on sales I'm gonna press
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enter notice that's not the relationship
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I'm going for if I press tab it's now
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underneath it and we're getting one step
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closer
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and so this was underling one and I'm
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gonna press ENTER again and create
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another child underling two and so
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notice if I just have some thought and I
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know where these things are going to go
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then I just put them in the right place
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there's no adjusting marketing had two
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children as well some of the presenter
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I'm going to tab in and so this is a
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minion one and minion - and then
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accounting had three children and then
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these were assistant one assistant two
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and assistant three and that's the chart
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I notice I didn't swing anything around
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there was no right clicking and dragging
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or anything like that I just
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thoughtfully used the text pane to put
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this together now it's pretty boring in
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blue so if I want to make this look like
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this
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well I selected my smarter and I went to
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change colors and I did colorful one
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which is just what I normally do where
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these are just different color schemes
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do what you want to do here's colorful
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one and I also went into styles and I
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went to 3d polished which is just kind
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of the standard that seems like the
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standard that most people ask Forks is
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relatively easy to find and now that
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chart is that chart and this one's just
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bigger and these things tend to resize
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on their own now one thing I don't like
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about this chart that's just how it
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turned out and that's okay but uh this
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is not what you would call a balanced
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tree I think it looks better and it's
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more accurate depiction if you balanced
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it so what I'm going to do is make a
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decision about what needs to be balanced
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let me just balance a piece of it first
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to show you what that looks like so if I
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select this chunk of the tree you can do
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it from here or there you go to layout
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you go to standard that's balanced right
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I mean that's more clearly illustrating
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that hey these guys are all in the same
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level like this it kind of looks like
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minion ones above minion two you
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actually have to think about it for a
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second so I'm just going to select my
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that whole part of the tree and balanced
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it like that
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and you can see why this is kind of
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better because it's larger and it's
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easier to read but this is a more
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accurate depiction so it all really
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depends how many children are on the
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level but I think this is probably what
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you would want probably a little depends
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like this is more accurate this is
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easier to read notice what I did not do
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let's just start messing around with
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this one so I've seen this a million
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times people will grab a shape and I'll
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start kind of moving in
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around trying to balance it themselves
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look at those lines right this is awful
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I mean it is terrible so my point is use
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those tools to align it for you right I
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can't even get it and here's the fun
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part
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you're like okay I guess that's not too
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good I at one point I should probably
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decide to give up if I try and balance
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it now
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I can't isn't that just the weirdest
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thing I don't know really why it works
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like that but once you start monkeying
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around with them then these layout tools
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are worthless to you so don't mess up
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your chart by trying to get too cute
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with it so that's smart art and that
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will probably looked easy if it's the
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first thing you've ever seen it was only
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easy because I use the text pane and
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because I knew what I was trying to do
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this is about relationships it's not
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about what it looks like so much if you
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create the proper relationships
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everything should take care of itself
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that's smart art thanks for watching
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