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Microsoft Office Courses
Microsoft Office course delivery is broken down in to three parts Introduction, Intermediate and advanced levels. Some courses have only one level but may take more than one day. All courses can be customised, the layouts are a guide only.
Using the 2D and 3D directional shapes in Microsoft Visio to build a street map can be frustrating if you only use the shapes that are available in the template. This video explains how to get the best out of custom shapes and a personal stencil and why they are so useful
Creating custom shapes and adding them to your own stencil is a great way to speed up your drawings in Microsoft Visio. You may need to create several different stencil to cater for different template drawings and scaling issues, but once done you will find it well worth your while.
It is a simple process to create new stencil, just select More Shapes and click on New stencil, name it and save it. To add shapes simply drag and drop them on to your stencil, remember to save the stencil. You will have to rename any shape that you add or create, simply double click on it and rename it.
I find it useful to create groups of houses and road segments and then add them to my stencil. I achieve consistency of design and size doing it this way. There is nothing worse than shapes that are suppose to be the same appearing all over the place in terms of size and scale.
This video explains how to create a Visio brainstorming diagram and how to create a diagram using charts and marketing diagrams. The tutorial also explains how to use the developer tab to protect shapes and shape elements. The final section covers how to combine and fragment shapes and add the features to the quick access toolbar. Online courses at http://www.itseasytraining.co.uk
Details about Microsoft Visio classroom based courses can be found at https://www.itseasy.co.uk/courses/visio-training/ all courses are delivered either at our site in Gateshead or your site if required. We can provide ten laptops and all the software versions anywhere in the UK. Prices can be found at out prices section and can be tailored for multiple groups. If you don’t ask you don’t get.
This video explains how to create a Visio brainstorming diagram and how to add topics which will automatically update the legend when added.
Charts and Graphs
This part of the video explains how to create each element of a bar chart, a pie chart and how they work. Adding the marketing shapes stencil also shows how diagrams are edited and modified.
The last section of the video covers why some shapes are protected and where the protection can be found. Using the combine feature with fragment utilises the add to the quick access toolbar process.
This video explains how to create a flowchart using the Visio linked data wizard, pulling the data from Microsoft Excel into a Visio flowchart diagram. The video also explains how to import data from Microsoft Project in to a Visio timeline diagram. The tutorial covers how to edit data graphics in Microsoft Visio and how to update linked data using the refresh option.
The process to import data from other programs is quite simple in Microsoft Visio, you can use the import wizard or select the link option on the timeline tab for Microsoft Project for example. The video uses the Timeline diagram and selects data from a Microsoft project file. The resulting Timeline is a bit cluttered and extra effort is required to sort out the labelling and positioning of the tasks however, the end product looks great.
Visio Linked Data
If you have used the Visio linked data option, the process as shown in the video, proceed as follows: Select the shape type you require and then select the linked field dragging it into position on the diagram. You can update data in the source files which will be refreshed when selected in the Visio diagram. You can add additional shapes and connections to enhance your diagram that don’t have to be linked to a source file.
The video explains how to edit linked data in the data graphics feature. The graphics can be moved deleted or added to through the wizard. If you remove the data graphic you will still be able to type in the shape boxes and format them as normal. The linked data will appear in the Shape Data window if it is active.
This video explains how to run and create reports in Microsoft Visio and send them to Microsoft Excel. The tutorial demonstrates how to create shape data and add the new shape data field to a shape report. Once the new shape data is added, the field appears in the wizard ready for selection, once all the required fields are selected the report is generated by following the wizard through to the end. The video also covers how to add subtotals to your report, to total, either number or currency fields. Finally, in the last section, how to edit the Excel output is explained.
All Visio shapes have shape data fields which are either preset or can be added by the user. Once the fields are used to store data the data can only be sent one shape at a time. This can be slightly irritating. To solve this issue Microsoft Visio provide a report feature.
There are several preset report but it is very easy to create your own report. Simply add all the filed required, including new shape data fields and then follow the wizard through. There are several report options but i tend to send my report in to an Excel file, which can then be formatted in Excel.
This video explains how you can use Microsoft Visio to create a floor plan to convert your garage or other areas of your house. The tutorial covers how to set outside walls and how to create windows and set the size, how to add doors and flip them in to the correct position. The video also explains how to create a layer and lock the contents of that layer. The search feature is explained and adding new shapes to your own stencil is also covered. Training at www.itseasy.co.uk Online courses at www.itseasytraining.co.uk
This video explains how to use Microsoft Visio to plan a conversion in your house. The video shows how I used Microsoft Visio to plan for my own garage conversion and some of the mistakes I made. The number one error was not measuring the furniture and walls correctly. Because of my mistakes I was left with a wall with no door, and a section of the house with no lights.
The personal stencil
The video demonstrates the use of a personal stencil. I always recommend to my students that they should create a personal stencil that they can add shapes to, which in the end will speed up development of diagrams.
The stencils will be by diagram groups, for example a floor plan shape may not work in an organisational diagram, the scale may be too small to fit. I try to create a stencil for each diagram type I use. You can drag and drop shapes on to your stencil and then double click the icon to rename it. You must save the stencil and note where it is saved.
This video explains how to create Visio Gantt charts using the schedule diagram template and how to update tasks, link tasks and format tasks in Visio. The tutorial also explains how to import Microsoft Project files in to a Visio Gantt chart
Creating a Visio Gantt chart is a simple process but in my view only of use to present summary data. To use Microsoft Visio to actually run and manage a project would be very difficult due to the lack of Project tools available within the template. Having said that the features available are very good at displaying your Project plan in a great visual way.
Importing from Microsoft Project
Using the Import wizard allows you to bring data from a Microsoft Project file that you have already created. During the import process you can select whether you want all the task details or just summary tasks. The end product is a very visual Gantt chart which you can format from the many preset options on the ribbon.
Linking and updating tasks
When you use Microsoft Visio to create a Gantt chart there doesn’t seem to be many tools to help you edit the task list. The ribbon has tools that will help you link tasks and indent task and other basic features but you will have to use shape data to get in to some of the other Project management tools available. You can list resources or add % complete information, you can also create several custom fields within shape data in addition to any new shape data field you might want to create for yourself. If you amend the % complete field the result is shown on the task bar on the Gantt chart.
Organisational charts in Microsoft Visio are very easy to create and edit. The basic structure is the same whichever level you are trying to create, simply drop a subordinate shape on top off the management level and Microsoft Visio snaps it in to the correct position.
Users can quickly add data to each shape, ether directly in to the shape or via the shape data feature. Shape data can be adjusted to suit by using the define shape data feature. Additional shape data fields provide a great data storage feature which can be used to generate reports.
Synchronised shapes in Microsoft Visio
It is very easy for organisational diagrams to grow quickly and become very unmanageable. Using the synchronised copy feature in Microsoft Visio is one way to alleviate size and unmanageable clutter issues. The synchronised copy only synchronises data, not additional shapes. Basically, once you have synchronised shapes, any additional shapes added will not appear on the synchronised copy or the main copy if they are added after the first synchronisation. To add extra shapes you will need to re-run the synchronisation.
Groups of data and connections are easily moved around by using the container option. This feature can be added via the right mouse click or the ribbon. Once shapes are in a container it is easier to move them around and apply formats through the container tab on the ribbon.
This video explains how to create a cross functional flowcharts in Microsoft Visio. The tutorial demonstrates how to add basic shapes from the stencil and connect the shapes manually to avoid swim lanes being dragged all over the place. The video covers how to use shape graphics and how to edit shape graphics. The shape graphic is triggered by data in the shape data box. The final section of the video explains how to define shape data.
This video explains how to use a Cross Functional flowcharts in Microsoft Visio. The tutorial demonstrates how best to add shapes from the Visio stencil without over sizing the swim lanes.
The video explains how to use data graphics to gave a visual indication within the flowchart shapes. There are several options that may be used, icon sets and text for example.
The process is quite simple, select a shape data field or add a new one, then create the shape graphic based on the shape.
The swim lanes on the default cross functional flowchart can grow to accommodate shapes if they cross over swim lanes. The shapes that are added manually do not seems to effect the swim lanes in the same way, if connectors are added after the shape is added and not with the automated shape builder. I find it best to position all the shapes across the swim lanes and then go back to add the connectors. It may be a bit longer but i have found that it is quicker in the long run.
This video explains Microsoft Visio basics. The tutorial explains how to add shapes from the stencil to your diagram and how to use the following tools: The connector tool, the text tool, the text block tool, the connection point tool and the pointer tool. The video also explains how to format shapes and group shapes. You will learn how to use tabs and paragraph format options.
I find one of the most frustrating issues with Microsoft Visio is the connector tool and the pointer tool. Basically what happens when you use any of the tools in the tools block on the ribbon, they do not automatically reset to the pointer tool. The consequences of this are multiple text boxes and or orphan connector lines.
This video explains how to use the connector tools as mentioned above but it also demonstrates connecting different types of shapes and shows what happens when you have no connection points. Visio basics is a must if you want to understand how Microsoft Visio works. It will help you as you get in to the other diagrams and start to develop your skills. You will understand why certain shapes behave in a certain way.
I find that a lot of people add additional text boxes instead of using the shape text features. This can cause confusion if someone else wants to edit the diagram. Keep it simple and use the tools available. Try this, instead of adding additional text boxes use the text block tool to move the text box off the shape, as shown in the video. The course run by IT’s Easy Training is a one day classroom based course either at our Gateshead site or on your site with our laptops.