Microsoft Visio Training – Introduction / Intermediate

VisioMicrosoft Visio lets you create business and technical diagrams that help you visualise your complex systems, sharpen communication and transform your business processes.

With Visio, you’ll spend less time designing, documenting and maintaining processes and systems.

You can train new employees faster and communicate complex information clearly, concisely and effectively in a way that text and numbers alone cannot.

 

 

 

Which level course would you like?

Microsoft Visio Training – Introduction / Intermediate

This Microsoft Visio training course will teach you how to use Visio to transform your ideas and information into understanding and action. It is an easy way to transform complex ideas into easy to read and follow charts and diagrams, as the saying goes, a picture is worth a 1000 words. Learn how to create your own custom stencils with your most often used shapes, link shapes  to multiple data sources such as SQL and Excel and create an organisation chart from employee data.

This course is instructor led, and involves working on a number of practical, hands on examples and exercises in a workshop environment. Led by highly experienced Microsoft Visio trainers with many years of experience our hands-on courses mean that you will leave with lots of practical experience as well as useful tips and tricks.

Take advantage of refreshed templates and thousands of shapes that meet industry standards including Unified Modeling Language (UML) 2.4, Business Process Model and Notation (BPMN) 2.0 and Institute of Electrical and Electronics Engineers (IEEE) compliance. This enables you to create industry standard drawings that can be recognised worldwide.

Here is an example of a simple flowchart:

flowchart

Visio flowchart

We use version 2013 to train on as this is virtually identical to other versions. If you book a private course with us at either our office or yours we are able to train in any version.

Some people have decided that Visio still doesn’t quite give the flexibility required for architectural floorplans and have decided to choose AutoCAD instead, which we can also provide training for. Click here for details.

Visio helps you transform your ideas and information into understanding and action. Students will learn basic concepts for creating flowcharts, cross functional flowcharts, Gantt charts and organisation charts. This includes learning the basics for using and creating shapes, printing drawings, creating custom stencils, and many time saving shortcuts and techniques designed to increase user productivity.

This course assumes that you have gained a basic understanding of Windows. This includes an ability to work with multiple windows and navigate the desktop, as well as having an understanding of computer file storage (i.e. drives, files and folders)

  • Understanding the Start Screen
  • Creating a New Drawing From a Template
  • The Visio Screen
  • How Microsoft Visio Works
  • Using the Ribbon
  • Minimising the Ribbon
  • Understanding the Backstage View
  • Accessing the Backstage View
  • Using Shortcut Menus
  • Understanding Dialog Boxes
  • Launching Dialog Boxes
  • Understanding the Quick Access Toolbar
  • Adding Commands to the QAT
  • Understanding the Status Bar
  • Customising the Status Bar
  • Saving a New Drawing

Stencils are Visio’s name for a palette of shapes, this can range from basic shapes to office furniture to network diagram symbols. Visio uses industry standard symbols in it’s stencils so that the drawings you produce will be understood worldwide.

  • Understanding Stencils
  • The Shapes Window
  • Quick Shapes
  • Using Quick Shapes
  • Creating a Custom Stencil
  • Opening a Stencil
  • Editing a Stencil
  • Closing a Stencil

Using shapes in Visio is simple, just drag and drop. You an then resize and alter your shape to suit your diagram. Once you have perfected your shape use time saving techniques to move it around, flip it, etc.

  • Placing Shapes From a Stencil
  • Selecting Shapes
  • Resizing Shapes
  • Moving Shapes
  • Copying Cutting and Pasting Shapes
  • Duplicating Shapes
  • Rotating and Flipping Shapes
  • Ordering Shapes
  • Merging Shapes to Create New Shapes
  • Grouping and Ungrouping Shapes
  • Aligning Shapes
  • Aligning Shapes Using the Dynamic Grid
  • Distributing Shapes
  • Changing Shapes
  • Using Snap and Glue
  • Applying Quick Styles
  • Formatting the Fill
  • Formatting Lines
  • Applying Effects
  • Using the Format Painter
  • Using Undo and Redo
  • Protecting Shapes

Visio

  • Connecting Shapes
  • Automatically Adding Connected Shapes
  • Connecting Existing Shapes
  • Inserting and Deleting Shapes
  • Adding Text to Connectors
  • Changing Connectors
  • Working With Connection Points
  • Formatting Connectors
  • Adding Text to Shapes
  • Formatting Text
  • Adding Text to the Page
  • Editing Text
  • Using Find and Replace
  • Aligning Text
  • Moving Text
  • Creating Bulleted Lists
  • Creating Tables
  • Spell Checking Text
  • Inserting Pages
  • Naming Pages
  • Duplicating Pages
  • Changing Page Order
  • Deleting Pages
  • Applying a Background Style
  • Adding Headers and Footers
  • Inserting a Logo
  • Assigning a Background Page to Other Pages
  • Page Size and Orientation
  • Understanding Page Tools
  • Zooming
  • Panning
  • Using the Pan and Zoom Window
  • Displaying Grids and Rulers
  • Changing Grids and Rulers
  • Setting Guides and Guide Points
  • Using Guides and Guide Points
  • Working With Rulers
  • Changing the Scale
  • Understanding Themes
  • Applying a Theme
  • Applying a Theme Variant
  • Highlighting Shapes With Quick Styles
  • Embellishing Shapes
  • Creating a Custom Theme
  • Creating Custom Theme Colours
  • Creating an Organisation Chart From Scratch
  • Adding Multiple Shapes
  • Changing a Position Type
  • Changing the Layout of Shapes
  • Changing the Spacing of Shapes
  • Creating a Team
  • Changing the Order of Shapes
  • Adding a Title
  • Inserting Pictures
  • Formatting an Organisation Chart
  • Adding Shape Data
  • Creating Shape Data Fields
  • Creating a Custom Shape and Stencil
  • Creating Master Shape Data Fields
  • Creating an Org Chart From Employee Data
  • Creating an Org Chart From a New Data File
  • Adding Employee Data
  • Exporting Data
  • Comparing Versions
  • Creating Synchronised Copies
  • Synchronising Subordinates
  • Creating a Calendar
  • Adding Appointments to a Calendar
  • Adding a Multiday Event to a Calendar
  • Adding Text to a Calendar
  • Adding Art to a Calendar
  • Adding a Thumbnail Month
  • Formatting Calendars
  • Understanding Cross Functional Flowcharts
  • Creating a Cross Functional Flowchart
  • Adding Swimlanes
  • Adding Swimlane Labels
  • Adding Phases
  • Adding Shapes
  • Adjusting Swimlanes and Phases
  • Formatting Cross Functional Charts
  • Understanding Gantt Charts
  • Understanding Gantt Chart Options
  • Creating a Gantt Chart
  • Entering Task Details
  • Creating Subtasks
  • Linking and Unlinking Tasks
  • Adding and Deleting Tasks
  • Adding Milestones
  • Adding and Hiding Columns
  • Navigating a Gantt Chart
  • Formatting Task Bars
  • Managing the Timescale
  • Exporting From a Gantt Chart
  • Importing Data Into a Gantt Chart
  • Printing Gantt Charts