Course Overview
The smart way to learn Microsoft Visio 2013—one step at a time!
Experience learning made easy—and quickly teach yourself how to create professional-looking business and technical diagrams with Visio 2013. With Step by Step, you set the pace—building and practicing the skills you need, just when you need them! Includes downloadable practice files and companion eBook.
Discover how to:
Improve organizational insight with dynamic visuals
Create a wide range of business process and system diagrams
Use helpful wizards to make charts or build them by hand
Enhance the look of your diagrams with themes and quick styles
Add hyperlinks, pictures, and data-driven graphics
Collaborate on diagrams and publish them on the web
Course Outline
- 1. A Visual Orientation to a Visual Product
Identifying the editions of Visio 2013
Identifying new features of Visio 2013
Working with the ribbon
Getting started with Visio 2013
Exploring the Visio ribbon
Understanding tool tabs and add-in tabs
Minimizing and restoring the Visio ribbon
Understanding shapes, masters, stencils, and templates
Exploring the drawing window
Managing the Shapes window
Pan
Key points
- 2. Creating a New Diagram
Using basic shapes and the Dynamic Grid
Selecting shapes
Copying, pasting, and duplicating shapes
Positioning shapes with rulers and guides
Resizing and repositioning shapes
Connecting shapes with lines
Connecting shapes with dynamic connectors
Identifying 1-D shapes and types of glue
Using AutoConnect and Quick Shapes
Using AutoAdd and AutoDelete
Replacing shapes
Key points
- 3. Adding Sophistication to Your Drawings
Adding text to shapes
Creating and formatting text boxes
Orienting shapes on the page
Orienting shape text
Positioning shape text
Adding ScreenTips and comments
Using shape data
Inserting fields: the basics
Grouping shapes
Inserting pictures
Understanding and using layers
Managing pages and page setup
Working with background pages and borders
Key points
- 4. Creating Flowcharts and Organization Charts
Selecting a flowchart type
Creating flowcharts
Adding labels to flowcharts
Understanding swimlane diagrams
Creating swimlane diagrams
Understanding organization charts
Building organization charts by hand
Using the Organization Chart Wizard with existing data
Altering org chart layout and appearance
Adding photos and changing styles in org charts
Using the Organization Chart Wizard with new data
Key points
- 5. Adding Style, Color, and Themes
Aligning and spacing shapes
Using the Auto Align & Space feature
Applying themes, variants, and Quick Styles to your diagrams
Customizing themes
Setting theme options
Applying fill colors and patterns
Setting glow, reflection, and other effects
Applying line styles and colors
Using the Format Painter
Key points
- 6. Entering, Linking to, and Reporting on Data
Understanding shape data
Viewing shape data
Editing shape data
Viewing shape data attributes
Changing shape data attributes
Defining new shape data fields
Linking diagrams to external data sources
Refreshing data in linked diagrams
Scheduling data refresh
Linking data to shapes automatically
Running a predefined report
Creating a new report
Modifying an existing report
Key points
- 7. Adding and Using Hyperlinks
Enhancing diagrams by adding hyperlinks
Using hyperlinks
Linking to a website
Linking to a document
Linking to a specific location in a document
Linking to another Visio page
Understanding relative and absolute hyperlinks
Setting the hyperlink base
Editing existing hyperlinks
Adding multiple hyperlinks
Key points
- 8. Printing, Reusing, and Sharing Diagrams
Previewing and printing Visio diagrams
Removing personal information
Creating graphics
Saving drawings in other file formats
Creating Visio templates
Sharing diagrams by using the Visio Viewer
Publishing Visio diagrams to the web
Key points
- 9. Creating Network and Data Center Diagrams
Building basic network diagrams
Building detailed network diagrams
Organizing network shapes in a diagram
Creating rack diagrams
Adding equipment to rack diagrams
Changing the drawing scale
Running computer and network reports
Searching and replacing text
Mapping Active Directory and LDAP
Key points
- 10. Visualizing your Data
Enhancing diagrams with data-driven graphics
Using existing data graphics
Editing data graphics
Creating new data graphics
Creating data graphic legends
Refreshing data and data graphics
Key points
- 11. Adding Structure to Your Diagrams
Comparing containers and groups
Organizing shapes with containers
Formatting containers
Sizing containers
Adding shapes to lists
Formatting and sizing lists
Finding containers and lists in Visio
Annotating shapes with callouts
Key points
- 12. Creating and Validating Process Diagrams
Understanding Visio rules
Validating flowcharts
Understanding BPMN
Creating and validating BPMN diagrams
Creating subprocesses
Creating SharePoint workflow diagrams
Reusing existing validation rules
Creating new validation rules
Key points
- 13. Collaborating on and Publishing Diagrams
Customizing websites created by Visio
Understanding Visio Services in SharePoint 2013
Saving Visio drawings to SharePoint 2013
Refreshing diagrams published to Visio Services
Collaborating on Visio diagrams
Key points
Programme scope, delivery arrangements and suitability are confirmed during enquiry.