• Course
  • Vendor

You will create custom elements and a custom template, represent external data as a drawing, and share your work with others.

  • Course Start Date: 2021-08-20
  • Time: 09:00:00 - 16:00:00
  • Duration: 1 Day(s)
  • Location: Virtual
  • Delivery Method(s): Virtual Instructor Led
REGULAR PRICE $390.00 Save $78.00
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Course Outline


This course is designed for a person who has an understanding of the basic workflow and the concept of end-to-end flowcharting.


Course Length: 6 hours (1 day)

Microsoft Visio is designed to help users simplify complex information through simple, clear and understandable diagrams. Create and modify diagrams, charts, and other custom shapes and templates while also interacting with other Microsoft Office components such as Excel, Project, and Access.

Learning Objectives:
By the end of this course, users will be comfortable creating a variety of diagrams and charts and will be able to create custom stencils and custom shapes, as well as create master shapes and even custom templates. By being able to connect drawings to external data, you will be able to create charts and timelines from Microsoft Project files, as well as connect to Excel workbooks and Access databases. You will:


- Create an organization chart
- Do more with organization charts
- Create a cross-functional flowchart
- Modify a cross-functional flowchart
- Create Gantt charts
- Create network diagrams
- Create SubProcesses
- Use shape data
- Use layers
- Create custom stencils
- Create simple custom shapes
- Create master shapes
- Create custom templates
- Generate a pivot diagram from an Excel spreadsheet
- Create a chart from a Project file
- Create a timeline from a Project file
- Connect to an Access database

Target Student:
This course is intended to help all users familiar with Microsoft Visio to get up to speed quickly with its more advanced features. We will cover different features of the interface, some common usage scenarios, connect drawings to outside resources such as Project, Excel, and Access, and cover some of the more advanced formatting options found in Microsoft Visio.

Course Outline:
Section 1: Doing More with Shapes

Insert a Screen Tip
Insert a Field
Insert a Symbol
Insert a Hyperlink

Section 2: Working with Containers
Adding a Container
Adding to and Removing Shapes from Containers
Changing the Style of Containers
Disbanding the Container

Section 3: Adding Callouts
Inserting a Callout
Moving a Callout
Resizing a Callout
Changing the Callout Style

Section 4: Using Layers
About Layers
Adding a Layer
Assigning Shapes to a Layer
Showing and Hiding Layers
Add Colour to Layers
Lock a Layer

Section 5: Working with Shape Data
Create Fields
Reuse Shape Data Fields
Shape Data Sets
Insert and Display Fields

Section 6: Connecting Drawings to External Data
Make an Organization Chart from an Excel Spreadsheet
Generate a Pivot Diagram from an Excel Spreadsheet
Create a Gantt Chart from a Project File
Create a Timeline from a Project File
Connect to an Access Database

Section 7: Using Data Graphics
Inserting Data Graphics
Creating Custom Data Graphics
Editing Data Graphics
Removing Data Graphics

Section 8: Creating Shapes, Stencils and Templates
Create a New Stencil
Add and Remove Shapes
Save Stencils
Create Simple Custom Shapes
Master Shapes vs. Regular Shapes
Create a Master Shape from Scratch
Create and Use Custom Templates

Section 9: Creating SubProcesses
Link Subprocesses Manually
Edit Subprocess Links
Link Subprocesses to an External Diagram

Section 10: Creating an Organization Chart
Organization Chart Wizard
Add Positions
Define Alternate Layouts
Reorder Team Members
Use Best Fit to Page
Change Shape Styles
Add Team Frames
Add Pictures
Create Synchronized Copies

Section 11: Creating a Cross-Functional Flowchart
Create a Cross-Functional Flowchart
Add Swimlanes and Separators
Add Shapes
Change Orientation and Direction
Modify Swimlane Margins
Apply a Flowchart Style

Section 12: Creating Gantt Charts
Creating a Gantt Chart
Entering Tasks, Dates, and Durations
Adding Rows and Columns
Configuring Working Time

Cancellation Policy

Compuease Cancellation Policy

CompuEase works hard to schedule our training and other services around your convenience. With that in mind we have the following cancellation policy for all booked training.  Notice of cancellation must be received by CompuEase 10 working days prior to the confirmed date for a no financial penalty to be incurred.  Registrants who wish to reschedule their course may do so at least 10 working days before the commencement of their course providing the course fee is paid within 30 days following the originally scheduled date of the course.   

Training Location

using RingCentral (Zoom platform) or Teams

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About CompuEase Inc.


CompuEase has been providing first class software and professional skills training to the Ottawa and Quebec area since 1988 and is now recognized as one of the most esteemed Training Centres of its kind in the region. Working closely with both the public and private sector, we offer both onsite public training at our conveniently located downtown Ottawa training centre and private and one-on-one training online or onsite.

The benefits of training with CompuEase are:

  • Fast, quality customer service
  • Highly skilled, experienced and professional trainers
  • A public class schedule, with guaranteed-to-run classes that run often
  • Learn or Come Back Free policy on all public classes
  • 24/7 After Training Support for all software training
  • Both Software and Professional Skills training
  • Training in both official languages

We offer a variety of FREE tools. We invite you to subscribe to our YouTube Channel, register for one of our free webinars, and stay up-to-date on our regular Blog posts.   

For special WORKING FROM HOME TRAINING RESOURCES, please visit our Covid-19 Resource Page where we constantly update all the training and free tools we have to offer in order to help you thrive and be productive even during the Covid-19 Pandemic.

Training Provider Rating

This vendor has an overall average rating of 4.32 out of 5 based on 231 reviews.

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Geoff was a great instructor and very knowledgeable. Loved the 1 on 1 option which allowed me to complete 2 courses in 1 day.
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Lori was excellent!
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I think I underestimated my own knowledge of the program. This is not necessarily at the fault of the course or training provider.
I found the instructor very informative and she addressed all of my questions and concerns.
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Instructor and venue were excellent. Made a full day training course enjoyable.
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The building itself is pretty dingy, but the instructor made up for it!!
Too much information in one day - instructor had to race through material, skipping some of it entirely. Start delayed by 20 minu ... Read more

Too much information in one day - instructor had to race through material, skipping some of it entirely. Start delayed by 20 minutes due to course material not having been properly loaded on computers. These issues continued throughout class, ie some of my important menu tabs were in french, others in english. I had requested an English class. Another student had Excel 2007 instead of Excel 2010, when the rest of us and the instructor were working with 2010. I would have liked to continue to 4:00, but the instructor made it clear that her preference was to leave at 3:30, so no one said anything. The windows had to be opened because the room was too warm, but the people next to the windows were wearing their coats because they were too cold.

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