Lessons

Course Length: 6hrs (1 Day)
 
Microsoft Visio has advanced features which can be used by those with more specialized requirements. Simplify your complex processes with professional diagrams made in just a few clicks, or create elaborate flowcharts and organization charts with ease by mastering some of the more advanced drawing tools available in this incredibly useful program. Learn how to use Gantt Charts to track projects and illustrate schedules.

Learning Objectives:
In this course you will explore and utilize some of the more advanced tools available in Visio to create and organize your business diagrams. You will learn how to improve readability by using containers and callouts, and how to organize your shapes with layers. You'll also create various process and organization diagrams and flowcharts, and learn how to create Gantt Charts effectively. You will:
- Create specialized diagrams by expanding on your shapes with fields, screen tips, and hyperlinks
- Improve organization and readability by adding and working with containers
- Insert and modify callouts to annotate your diagrams
- Use layers to organize related shapes on a drawing
- Display information about data sources by linking data to shapes and using data graphics
- Create various types of diagrams, such as Process Diagrams, Cross-Functional Flowcharts, Organization Charts, and Workflow Diagrams
- Create and work with Gantt Charts to illustrate project schedules and track their progress
 
Target Student:
Those users with more specialized drawing and design requirements will benefit from learning these advanced Visio features and tools. This level 2 course is for those who would like to streamline company processes and to outline the management of projects in such a way as to increase productivity, communication, and overall inter-departmental coordination. 
 
Course Outline:
Section 1: Doing More with Shapes
Using Paste Special
Inserting a Field
Adding ScreenTips
Adding Hyperlinks
 
Section 2: Working with Containers
Adding a Container
Adding Shapes to a Container
Removing Shapes from a Container
Changing the Style of the Container
Resizing a Container
Disbanding the Container

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

Section 4: Using Layers
Adding a Layer
Showing and Hiding Layers
Activating a Layer
Preserving Group Member Layers
Coloring Layers
Locking Layers

Section 5: Linking Data to Shapes
Manually Adding Data with the Shape Data Window
Manually Linking Shape Data
Automatically Linking Shapes to Data
Refreshing the Data Source
Removing Data Links

Section 6: Using Data Graphics
Inserting Data Graphics
Creating Custom Data Graphics
Editing Data Graphics
Removing Data Graphics

Section 7: Creating Process Diagrams
Creating a Process Diagram
Adding Shapes
Creating New Subprocesses
Linking Subprocesses
Editing Subprocess Links
Checking the Diagram for Errors

Section 8: Creating Cross-Functional Flowcharts
Creating a Cross-Functional Flowchart
Adding Swimlanes and Separators
Adding Shapes
Changing Diagram Orientation and Direction
Modifying Swimlane Margins
Choosing a Flowchart Style

Section 9: Creating Organization Charts
Creating an Organization Chart Manually
Creating an Organization Chart with the Wizard
Adding Shapes
Adding Images
Changing the Shape Style

Section 10: Doing More with Organization Charts
Modifying the Layout
Changing the Spacing
Modifying Positioning
Creating and Using a Synchronized Copy
Comparing Charts

Section 11: Creating Workflow Diagrams
Creating a Workflow Diagram
Adding Shapes
Importing SharePoint Workflows
Exporting Workflows to SharePoint
Creating Stage Outlines

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

Cancellation Policy

JN Software Cancellation Policy
JN Software 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 JN Software 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

Virtual
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