Course overview

Duration: 1 day (6.5 hours) 

Microsoft Visio is a powerful tool designed to simplify complex information through the creation of simple, professional-looking diagrams.

While Visio is capable of producing almost any type of drawing this training concentrates on flowcharts, swim lane process diagrams and organisation charts. You will also discover the real power of Visio by adding essential data to the content of your diagrams and producing reports in Excel using this data.

This course is designed for either new users of Visio or those who have dabbled and can create basic diagrams. Our course will give you the skills and knowledge you need to navigate your way around this powerful program and produce different types of diagram.

Objectives 

By the end of the course you will be able to:

• Create and amend flowcharts
• Create cross functional (Swim Lane) process flows
• Produce organisation charts by importing data
• Add essential data to shapes
• Export diagram data reports to Excel
• Present, publish and print Visio diagrams

Content

Visio essentials

• Finding your way around Visio
• Using the ribbon and Quick Access toolbar
• Keyboard shortcuts
• Shapes and stencils explained
• What Visio can do for you

Creating basic flowcharts

• Working with shapes
• Adding and deleting shapes
• Joining, aligning and sizing shapes
• Using Auto-Connect
• Labelling shapes and connectors

Editing and improvinC flowcharts 

• Amending shape and connector labels
• Using colours to emphasise
• Changing line styles
• Moving and copying objects
• Grouping diagram elements
• Quick ways of working

Cross functional flowcharts

• Creating Cross-Functional Flowcharts
• Manipulating functional bands
• Creating off-page references within diagrams and hyperlinks to other documentation

Organising charts and shape data

• Using the wizard to create an organisation Chart
• Importing existing Data into to create an organisation chart
• Modifying an organisation chart
• Shape Data
• Adding shape data to a shape
• Creating shape data sets

Diagram reports

• Exporting data to a report in Excel
• Exporting to HTML
• Creating and customizing reports

Presenting, publishing and printing

• Using Page Setup
• Print previewing
• Embedding backgrounds
• Adding headers and footers
• Converting your final documentation to PDF
• Saving as HTML
• Visio with PowerPoint

Public Training Programme

Explore our current selection of public courses, available as convenient and cost-effective virtual sessions.

Engage with expert instructors and a diverse peer group in an interactive, online learning environment.

Ideal for those valuing flexibility and affordability, our public courses are ideal where you only have small numbers requiring training and offer training from the comfort of your home or office.

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Contact us

Do you have questions, suggestions, or feedback? We value your input and are here to assist you. Please don't hesitate to get in touch with us via email or phone:

• Email: [email protected]
• Phone: +44 (0)20 8152 6551

Our dedicated team is ready to respond to your enquiries and provide the support you need. Feel free to reach out, and we'll do our best to assist you.

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