Course outline

Versions 2010 PRO, 2013 PRO or 2016 PRO are required to take the training.

Duration : 1 day

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From the simple and efficient diagramming software that it was at its origin, Microsoft Visio has become since the 2007 versions a powerful visual data management tool. This training session explores how Visio makes it possible to create a diagram attached to data from an Excel list, for example. This tool, as powerful as it is user-friendly, will allow computer equipment managers, for example, to find in one place the layout plans of their equipment as well as the list of relevant information (serial number, version, date of commissioning, brand, model, etc.).
Prerequisites	Windows User or equivalent Good knowledge of one of the Office suite software (ex: Word, Powerpoint) Good knowledge of Visio (Visio - Level 1 recommended)
Version	It is important to have the desktop application to take this course. Not compatible with Visio on the Web.
Objectives	Create custom shapes Managing special objects Using layers Understand how Visio is both a drawing tool and a data distribution software. Learn how to integrate data into shapes. Create datasets for specific needs. Model several types of diagrams (Flow, Gantt, ...) Learn how to link a database to a diagram Design, using Visio, an interactive information distribution system in WEB format. Publish and use a diagram system in HTML format.
Teaching method	Lectures - Demonstrations - Guided exercises
Contents	Create custom shapes Modify existing shapes Create shapes using drawing tools and constructive geometry operations Manage grouped shapes Add and modify connection points Modify the text area attached to shapes
	Using special objects The "containers". Adding a container Shaping a container Managing shapes in a container Captions Adding a text bubble
	Using Layers Creating layers Embedding objects in layers Setting Layer Options
	The concept of visual databases Define the fields of application Visualize data attached to shapes Entering the data
	Customization of data fields Inserting data in a form Adding a data field to a form Creating custom datasets Apply datasets to forms
	Exporting data - reports Using pre-existing reports Modifying pre-existing reports Creating custom reports
	Linking data to shapes in a diagram Concepts and uses of these features Know the database formats that can be used Connect a data file to a Visio diagram Link data to shapes Update the data
	Create a data graph Apply a data graph to a shape Create custom data graphs
	Add interactivity to diagrams Add a hyperlink to an object Use the sub-process creation features Link diagrams to each other and to pages
	Publishing diagrams in HTML format Saving a Visio file in HTML format (Web page) Use published Visio diagrams in a web browser

Visio - Level 2

Upcoming sessions

Course outline

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