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Microsoft Visio Advanced

Microsoft Visio Advanced Course Duration: One Day

Target Audience:

Aimed at users who use Visio extensively in their day-to-day work and who wish to explore and learn more about the added functionality of the application.

Course Objectives:

To allow the user to make full use of the advanced features of the application. To work with Flowcharts, Workflows, Cross-Functional Flowcharts (Swim Lanes), Organisation Charts, Brainstorming Diagrams, Timelines and Gantt Charts. To understand how to add data and data graphics to drawings.

Course Outline:

Introduction

Working with Shapes

  • Paste Special
  • Inserting fields
  • Screen Tips
  • Hyperlinks

Working with Containers

  • Adding containers
  • Adding shapes to a container
  • Removing shapes from a container
  • Resizing containers
  • Disbanding a container

Using Callouts

  • Inserting a callout
  • Moving a callout
  • Positioning the callout line
  • Resizing callouts
  • Callout styles

Working with Layers

  • Adding layers
  • Showing layers
  • Hiding layers
  • Activating layers
  • Locking layers
  • Selecting layers to print

Working with Shape Data

  • Manually adding data to shapes
  • Manually linking shape data
  • Automatically linking shapes to data
  • Refreshing the shape data
  • Data links

Data Graphics

  • Inserting data graphics
  • Custom data graphics
  • Editing data graphics
  • Removing data graphics

Creating Process Diagrams

  • Adding shapes
  • Creating Sub-Processes
  • Linking Sub-Processes
  • Editing links

Building Drawings Using Existing Stencils and Templates

  • Creating and managing drawing types
  • Using customised menus
  • IEEE compliant shapes for electrical diagrams

Cross Functional Flowcharts

  • Creating a Cross Functional Flowchart
  • Adding Swim Lanes
  • Adding separators
  • Adding shapes
  • Changing orientation and direction
  • Modifying the Swim Lane margins

Creating Organisation Charts

  • Creating an Organisation Chart manually
  • Creating an Organisation Chart using the Visio wizard
  • Adding shapes
  • Synchronising charts

Creating Process Flow Diagrams

  • Adding shapes
  • Importing from SharePoint
  • Exporting to SharePoint

Creating Gantt Charts

  • Creating a Gantt Chart
  • Entering dates, tasks, and durations
  • Adding rows and columns
  • Configuring working time

Adding Background Pages

  • Inserting headers and footers

Importing and Exporting to Excel

  • One step data connectivity

Security

  • Using IRM to safeguard your drawings

Discussion and Question Time

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