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VIS13ADV: Microsoft Visio 2013 – Level 2 & 3 / Advanced

 

Duration:1 Day

Course Objectives

This course aims to take those users who are familiar with the basic concepts of Microsoft Visio 2013 and boost their skills to the advanced .
Students will cover a wide range of features that are a part of Visio 2013 to help them get the most out of it. This training package covers: Doing More with Shapes, Working with Containers, Adding Callouts, Using Layers, Linking Data to Shapes, Using Data Graphics, Creating Process Diagrams, Creating Cross-Functional Flowcharts, Creating Organization Charts, Doing More with Organization Charts, Creating Workflow Diagrams, and Creating Gantt Charts.

Prerequisites

A solid working knowledge of Windows and Visio Level 1 or basic Visio skills.

Course Content

Doing More with Shapes

  • Using Paste Special
  • Inserting a Field
  • Adding ScreenTips
  • Adding Hyperlinks

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

Adding Callouts

  • Inserting a Callout
  • Moving a Callout
  • Changing the Position of the Callout Line
  • Resizing a Callout
  • Changing the Callout Style

Using Layers

  • Adding a Layer
  • Showing and Hiding Layers
  • Activating a Layer
  • Preserving Group Member Layers
  • Coloring Layers
  • Locking Layers

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

Using Data Graphics

  • Inserting Data Graphics
  • Creating Custom Data Graphics
  • Editing Data Graphics
  • Removing Data Graphics

Creating Process Diagrams

  • Creating a Process Diagram
  • Adding Shapes
  • Creating New Subprocesses
  • Linking Subprocesses
  • Editing Subprocess Links
  • Checking the Diagram for Errors

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

Creating Organization Charts

  • Creating an Organization Chart Manually
  • Creating an Organization Chart with the Wizard
  • Adding Shapes
  • Adding Images
  • Changing the Shape Style

Doing More with Organization Charts

  • Modifying the Layout
  • Changing the Spacing
  • Modifying Positioning
  • Creating and Using a Synchronized Copy
  • Comparing Charts

Creating Workflow Diagrams

  • Creating a Workflow Diagram
  • Adding Shapes
  • Importing SharePoint Workflows
  • Exporting Workflows to SharePoint
  • Creating Stage Outlines

Creating Gantt Charts

  • Creating the Gantt Chart
  • Entering Tasks, Dates, and Durations
  • Adding Rows
  • Adding Columns
  • Configuring Working Time

Creating Custom Stencils

  • Creating a New Stencil
  • Adding Shapes to a Stencil
  • Removing Shapes from Stencils
  • Deleting a Stencil

Creating Master Shapes

  • Creating Master Shapes
  • Renaming Master Shapes
  • Editing a Master Shape
  • Deleting a Master Shape

Working with Master Shapes

  • Editing Master Shape Properties          
  • Adding Master Shapes to a Stencil
  • Modifying Master Shape Icons
  • Using My Shapes and Quick Shapes with Master Shapes

Creating Shape Reports

  • Viewing Existing Reports
  • Creating a New Report
  • Modifying Reports
  • Deleting Reports

Using Comments

  • Adding Comments
  • Navigating and Viewing Comments
  • Editing Comments
  • Deleting Comments

Using Markup Tools

  • Marking Up a Diagram with Ink
  • Adding the Markup Command to the Ribbon
  • Enabling Track Markup and the Reviewing Pane        
  • Deleting Markup

Using Ink Tools

  • Using the Pen or Highlighter
  • Configuring Pen and Highlighter Appearance
  • Erasing Marks
  • Closing Ink Mode

Adding Legends

  • Adding a Legend
  • Editing Legend Text
  • Adding Shapes to a Legend
  • Removing a Legend

Creating a Template

  • Creating a New Template
  • Saving a Template File
  • Using a Template
  • Editing a Template

Getting Started with PivotDiagrams

  • Creating a PivotDiagram
  • Adding Categories
  • Adding Totals
  • Showing and Hiding PivotDiagram Elements

Editing a PivotDiagram

  • Applying Shapes
  • Moving Shapes
  • Collapsing and Expanding Shapes
  • Promoting and Demoting Shapes
  • Merging and Unmerging Shapes

Working with PivotDiagrams

  • Sorting Data
  • Changing the Direction of the Diagram
  • Aligning Shapes in the Diagram
  • Using the Re-Layout Command
  • Editing Data for Individual Shapes