Visio Essentials

Visio Essentials Course Overview

Visio provides a dedicated, familiar, Microsoft drawing environment, complete with a broad range of templates, shapes, and sophisticated tools designed to make creating a wide variety of business and technical diagrams easy, giving business and technical users the power to visualise and communicate ideas, information, and systems.
Delegates will learn basic concepts for creating flowcharts, cross-functional flowcharts, 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.

Visio Essentials Course Prerequisites

• • Previous use of a keyboard and mouse is assumed for this course. Delegates should have working knowledge of using a Windows based PC or completed the Introduction to Windows course. Delegates should be able to arrange, size and switch between Windows.

Visio Essentials Course Objectives

• • Create a basic Visio drawing that contains stencil shapes and text
  • Create a cross functional flowchart that displays a work based procedure
  • Create an organisation chart to display your own department
  • Create your own stencil

Included with this course

• • Lunch and refreshments when training is delivered at our training venues
  • Comprehensive course materials and exercises
  • Telephone and Email Support

Visio Essentials Course Content

• Getting around Visio

  Visio Standard vs Professional overview
  Starting a new diagram
  The Ribbon
  Modify the Ribbon
  Quick Access Toolbar
  Changing view settings
  Panning across the page
  Navigating pages
  Shapes, Stencils and Masters

• Using Basic Shapes

  Selecting shapes
  Grouping shapes
  Inserting pictures
  Managing pages and page setup
  Copying, pasting, and duplicating shapes
  Positioning shapes with rulers and guides
  Resizing and repositioning shapes
  AutoConnect and Quick Shapes
  Replacing shapes
  

• Using Connectors

  Connector tool
  Adjusting connection lines
  Adjusting the connection points
  Connecting shapes automatically

• Adding text to shapes

  Creating and formatting text boxes
  Orienting shapes on the page
  Orienting shape text
  Using the Text Block tool to position text
  Adding ScreenTips and comments
  Inserting fields

• Adding colour and design to diagrams

  Aligning and spacing shapes
  Auto Align & Space feature
  Applying themes, variants, and Quick Styles to your diagrams
  Theme options
  Fill colours and patterns
  Line styles and colours
  Background Pages and Borders
  Format Painter

• Creating Custom Stencils and Shapes

  Creating custom stencils
  Creating new shapes
  Set new shape connection points
  Adding shapes to the stencil
  Adding imported shapes
  Saving the stencil
  Using the custom stencil

• Creating Flowcharts and Cross-functional Flowcharting

  Quick overview
  Flowcharting Tips
  Setting the layout
  Understanding functional bands
  Background pages
  Adding text to the layout
  Formatting the functional bands
  Separators
  Managing functional bands
  Linking diagrams
  Linking to other pages
  Hyperlinks
  Linking to multiple files

• Creating Organisation Charts

  Understanding organisation charts
  Building organisation charts by hand
  Using the Organisation Chart Wizard with existing data
  Altering org chart layout and appearance
  Adding photos and changing styles in org charts

• Creating Room Plans

  Simple Room or Office Plans
  Room Plan Shapes
  Dimensioning Tools
  Working to Scale

• Using layers

  Creating layers
  Adding shapes to layers
  Naming, deleting & modifying layers
  Select Special command
  Setting the layer colour and making it active
  Securing a layer
• Additional Modules Available for Private Customised Courses or Time Permitting

• Using Shape Data

  Understanding shape data
  Viewing shape data
  Editing shape data
  Viewing shape data attributes
  Changing shape data attributes
  Defining new shape data fields
  Creating shape data reports

• Using and Recording Simple Macros

  Advantages of using Macros
  Recording Simple Macros
  Attaching Macros to buttons
  

• Creating Network Diagrams

  Creating Basic Network Diagrams
  Organising network diagram shapes
  Connecting detailed networking shapes

• Using Data Graphics (Professional Version only)

  Creating Data Graphics
  Linking data graphics to existing underlying data
  Updating and refreshing data graphics

• Detailed Network Diagrams and Server Rack Diagrams (Professional Version Only

  Creating Detailed and Complex networking diagrams
  Bespoke networking shapes to network diagrams
  Equipment legends / keys
  Rack diagrams
  Rack diagram equipment reports