Visio 2010 Level 1 (Basic)

This course is designed for persons who have an understanding of the basic workflow and the concept of end-to-end flowcharting.

Course Outline

Course Length: 6hrs (1 Day)
Visio's multiple functions enable users to create dynamic flowcharts and organization charts by importing data from Excel and other sources. This eliminates time consuming data entry and allows the Visio designer to create professional looking charts that contain the required detail. Visio's formatting features ensure that the document looks as good as it works.

Learning Objectives:
Students will cover some of the more advanced aspects of working with Visio including different shapes, diagrams, charts, create custom shapes and stencils, use styles, connect to external data sources, and set custom properties and behaviours. You will:
- Create a Workflow Diagram
- Import and Export SharePoint Workflows
- Create Process Diagrams
- Link Sub processes
- Create Cross-Functional Flowcharts using Swim Lanes
- Create Manual Organization charts
- Create Organization Charts Using the Wizard
- Create Gantt Charts
- Create Pivot Diagrams by Importing Data From Excel
Target Student:
This course is designed for those who wish to build on their knowledge of basic Visio design elements by creating usable flowcharts and organization charts within their work environment.

Course Outline:
Section 1: Starting Out

Lesson 1.1: Meeting Microsoft Office Visio 2010
Lesson 1.2: Working with Visio Files
Lesson 1.3: Creating a Diagram
Lesson 1.4: Using the Shapes Pane
Lesson 1.5: Connecting Shapes
Lesson 1.6: Getting Help in Visio

Section 2: Understanding and Customizing the Visio Interface
Lesson 2.1: Getting Acquainted
Lesson 2.2: The Quick Access Toolbar
Lesson 2.3: Tabs and Groups
Lesson 2.4: Customizing the Ribbon

Section 3: Overview of the Command Tabs
Lesson 3.1: The Home Tab
Lesson 3.2: The Insert Tab
Lesson 3.3: The Design Tab
Lesson 3.4: The Data Tab
Lesson 3.5: The Review Tab
Lesson 3.6: The View Tab

Section 4: Creating Diagrams
Lesson 4.1: Starting Points for Your Diagrams
Lesson 4.2: Using Visio's Editing Tools
Lesson 4.3: Editing Shapes
Lesson 4.4: Formatting Shapes
Lesson 4.5: Arranging Shapes

Section 5: Doing More with Diagrams
Lesson 5.1: Formatting Text, Part One
Lesson 5.2: Formatting Text, Part Two
Lesson 5.3: Working with Text Blocks
Lesson 5.4: Adding Freeform Shapes

Section 6: Printing and Viewing Your Diagram
Lesson 6.1: Using Visio's Viewing Tools
Lesson 6.2: Working with Pages
Lesson 6.3: Polishing Your Diagram
Lesson 6.4: Preparing a Diagram for Printing
Lesson 6.5: Printing Your Diagram

Section 7: Creating Popular Diagrams
Lesson 7.1: Creating Process Diagrams
Lesson 7.2: Validating Process Diagrams
Lesson 7.3: Creating Cross-Functional Flowcharts
Lesson 7.4: Creating Organization Charts
Lesson 7.5: Working with Organization Charts

Training Location

using RingCentral (Zoom platform) or Teams

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