Category Archives: Free IT Training Resources

Visio linked data

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.

Contact

The course details for the topics covered in this video can be found at https://www.itseasy.co.uk/courses/visio-training/ online courses can be found at http://www.itseasytraining.co.uk

Importing data

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.

Data Graphics

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.

Visio Reports

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.

Overview

The course details for Microsoft Visio are at https://www.itseasy.co.uk/courses/visio-training/ online courses are available at http://www.itseasytraining.co.uk

Visio Reports

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.

Shape Reports

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.

How to create a Floor Plan using Microsoft Visio

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

The details shown in the video are covered on the Visio overview course, details of the topics covered on the course can be found at https://www.itseasy.co.uk/courses/visio-training/ online courses can be found at http://www.itseasytraining.co.uk

Floor Plan

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.

Microsoft Visio basics

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.

Online courses at http://www.itseasytraining.co.uk

Overview

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.

The course overview can be seen at https://www.itseasy.co.uk/courses/visio-training/

Microsoft Project Resource Pool

This tutorial explains how to create a resource pool and how to resolve resource over allocations with resource levelling and setting overtime.

Online courses at http://www.itseasytraining.co.uk

Adding resources to Microsoft Project

This video explains how to create a resource list in Microsoft Project using the resource sheet and how to add resources to tasks using the assign resource feature. The tutorial also explains how to edit resource information by changing the Cost table settings, the Working time settings and how to embed documentation such as Word or Excel files.

Microsoft Project linking tasks

Start to start, finish to finish, start to finish, finish to start

This MS Project tutorial explains how to link tasks in Microsoft Project and the four task types. The video explain how to add lead time and lag time and how to split tasks. Towards the end of the tutorial task constraints and deadlines are covered. Training at www.itseasy.co.uk Online courses at www.itseasytraining.co.uk

MS Project Gantt charts

This tutorial explains how to create a task list in MS Project and format the Gantt chart, timeline and calendar. The video also explains how to add project fields to the print output and embed documents into tasks.

Training at www.itseasy.co.uk
Online courses at www.itseasytraining.co.uk

Microsoft Excel Intermediate course

This tutorial overview explains what is covered on the Intermediate Excel course at www.itseasy.co.uk or www.itseasytraining.co.uk (online courses). The video demonstrates the use of Names and Named ranges in Excel, how to use Conditional formatting in Excel. How CountIf and Subtotals can be used. The video also explains the IF function and Vlookup. A large part of the tutorial focuses on Pivot tables, timeline, charts and slicers, including calculations. The final part is the use of the SumIF function and charts to produce a dynamic chart.

On-line courses are at www.itseasytraining.co.uk check them out.

SumIF charts in Microsoft Excel

This tutorial explains how to create a chart on two axis and how to create a Dial chart and a Waterfall chart and a column chart that has the SumIF function and the date function driving the data.

Training at www.itseasy.co.uk online courses at itseasytraining.teachable.com