Microsoft Visio Level 2 (Advanced)
(2013, 2016, 2019, 365)



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 connecting 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
Adding Colour to Layers
Locking 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

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Quick Reference Cards

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Level 2 (Advanced)
Guaranteed to Run
Even with one participant,
our classes are guaranteed to run!
Register for Online Classes
Date(s) Price Qty
November 24, 2021 9am to 4pm ET $390.00 (CAD)*  
February 28, 2022 9am to 4pm ET $390.00 (CAD)*  
May 13, 2022 9am to 4pm ET $390.00 (CAD)*  

* 13% HST will be applied on checkout


Online registration closes two business days before the start of the class.
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