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Return to Microsoft® Visio Training Class List

Microsoft® Visio Intermediate (Level 2)

Course Description

Objectives | Outline

Course length: 2 Days.

Overview: In this course, you will expand on the knowledge you gained in the Introduction (Level 1) course. You will work with many advanced features, including using the drawing tools, creating and working with custom stencils and templates, and sharing your Visio drawings with other applications.

Prerequisites: To ensure your success, we recommend you first take the Visio Introduction (Level 1) course or have the equivalent knowledge.

Benefits: Lesson objectives help students expand their knowledge of more advanced features of Visio.

Target student: Students enrolling in this course should desire to expand their knowledge of Visio. Students should also be very comfortable working in the Visio environment.

Are you ready?: If you can perform each of the tasks listed in the Objectives section of each of the prerequisite class; Visio Introduction (Level 1), then you're ready for this class.


Objectives

Course Description | Outline

Upon successful completion of this course, students will be able to:

  • Open and manipulate toolbars and stencil windows in the work area.
  • Change background settings to enhance specific drawings.
  • Use the drawing tools and Operation command features to create new custom shapes.
  • Integrate both simple and complex custom shapes in a drawing.
  • Create new masters in a stencil and edit masters.
  • Use the Document stencil to quickly take inventory of all the shapes used in a drawing.
  • Create a new custom template and use it to quickly create a drawing.
  • Create and use styles to quickly format multiple shapes in a drawing.
  • Use layers to organize and control shapes in a drawing.
  • Link a Visio drawing within a Microsoft Word document and update any changes.
  • Link shapes in a drawing to information contained in an external database.
  • Convert a drawing to a Web page.
  • Use several techniques for preparing a drawing for printing.

Course Outline

Course Description | Objectives

Lesson 1: Customizing Visio
  • Working with Toolbars
    • Opening Toolbars
    • Dragging and Dropping Toolbars
    • Adding Commands to Toolbars
  • Working with Windows
    • Working with Stencil Windows
    • Merging Visio Windows
Lesson 2: Using the Drawing Tools
  • Drawing Basics
    • Drawing Closed Shapes
    • Drawing Lines and Arcs
    • Drawing Segmented Lines
    • Reshaping Lines
  • Advanced Drawing Techniques
    • Drawing with Precision
    • Using Operation Commands
Lesson 3: Custom Shapes
  • Using Custom Shapes
    • Creating a Custom Shape
  • Using Custom Shapes in a Drawing
    • Enhancing a Drawing with Custom Shapes
    • Using the Maximum Graphx Logo Shape in a Drawing
    • Using Custom Shapes to Enhance Existing Shapes
Lesson 4: Advanced Stencil Techniques
  • Custom Stencils
    • Creating a New Stencil
    • Adding Custom Shapes to a Stencil
  • Customizing Stencil Masters
    • Editing Master Properties
    • Formatting a Master in a Stencil
    • Adding and Directing Connection Points
    • Applying Behaviors to a Custom Shape
    • Using the Maximum Graphx Master
  • The Document Stencil
    • Retrieving Shapes from the Document Stencil
Lesson 5: Templates, Styles, and Layers
  • Working with Templates
    • Creating a New Template
    • Using a Custom Template
  • Formatting and Linking Shapes
    • Defining New Styles
    • Applying and Editing Styles
    • Adding Links to Shapes
  • Layers
    • Viewing Layer Properties
    • Manipulating Layers
Lesson 6: Sharing Your Work
  • Object Linking and Embedding
    • Placing a Visio Drawing in MS Word
    • Updating the Calendar
  • Working with External Data
    • Preparing Shapes in the Document Stencil
    • Using the Database Wizard
    • Distributing Information in a Linked Network Diagram
  • Creating HTML Documents
    • Preparing a Drawing for the Web
    • Saving the Timeline as a Web Page
  • Printing Techniques
    • Using the Print Preview Feature
    • Working with Page Breaks
Lesson 7: An Introduction to Shape Sheets
  • Exploring the Sections
  • Adding Custom Sections
  • Adding a Double-Click Action

Course Description | Objectives | Outline

Return to Microsoft® Visio Training Class List


Microsoft® Visio Class Descriptions
Visio Introduction | Visio Intermediate | Visio Shapes Part 1 | Visio Shapes Part 2
Visio VBA Part 1 | Visio VBA Part 2 | Visio Advanced Topics

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