Visio - Level 2

Expand your knowledge of Visio with this class. Learn how to use special objects, layers and visual databases.
Microsoft Partner

Upcoming sessions

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  • Duration: 1 day
  • Regular price: $360
  • Preferential price: $306

Course outline

Duration : 1 day

© AFI Expertise inc.

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.).


For all training sessions in our classrooms, you need to have your own computer with Visio software (desktop version) installed.
Professionnal License
Good knowledge of one of the Office suite software (ex: Word, Powerpoint)
Good knowledge of Visio (Visio - Level 1 recommended)
It is important to have the desktop application to take this course.
Not compatible with Visio on the Web.


  • 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


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

Surround yourself with the best

Pierre-Edouard Brondel
Pierre-Edouard Brondel
Trainer and Desktop Application Consultant
Renowned as an educational expert in the IT and office technology field who has accumulated more than 25 years of experience, Pierre-Édouard is first and foremost passionate about human capital.
Yves Pilon
Yves Pilon
Yves Pilon is passionate about technological tools. His knowledge of web and office softwares has made him an expert on all Microsoft Office tools. Yves' excellent pedagogy has earned him praise from our clients on several occasions. He stands out for his spirit of synthesis and active sense of listening to the needs of the participants. The expertise he has accumulated over the years gives him the ability to ensure a productive transfer of knowledge to our clients.
Marc Maisonneuve
Marc Maisonneuve
Training program director
Marc Maisonneuve has acted as a Training Program Director, professional effectiveness trainer and user tools practice leader at AFI for several years. Mr. Maisonneuve is known for his analytical skills, his legendary calm and his undeniable desire to encourage people to develop their skills. He has the ability to present technological solutions in a natural way and to adapt them to the concrete needs of the workplace.
Vicky Moreau
Vicky Moreau
Vicky Moreau is a passionate freelancer and professional in the area of office automation. She holds a college diploma in office automation, most of her solid experience with the Office Suite was acquired while being an autodidact. In fact, she has successfully completed an MOS (Microsoft Office Specialist) Excel certification.