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Microsoft Visio training course hero image – Create clear flowcharts and professional diagrams.

Visio Flowcharts and Diagrams

Ensure you can fully utilize this powerful tool to create a range of flowcharts and diagrams.

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Course overview

Duration: 1 day (6.5 hours) 

Microsoft Visio is a powerful tool designed to simplify complex information through the creation of simple, professional-looking diagrams.

While Visio is capable of producing almost any type of drawing this training concentrates on flowcharts, swim lane process diagrams and organisation charts. You will also discover the real power of Visio by adding essential data to the content of your diagrams and producing reports in Excel using this data.

This course is designed for either new users of Visio or those who have dabbled and can create basic diagrams. Our course will give you the skills and knowledge you need to navigate your way around this powerful program and produce different types of diagram.

Objectives 

By the end of the course you will be able to:

  • Create and amend flowcharts
  • Create cross functional (Swim Lane) process flows
  • Produce organisation charts by importing data
  • Add essential data to shapes
  • Export diagram data reports to Excel
  • Present, publish and print Visio diagrams

Content

Visio essentials
  • Finding your way around Visio
  • Using the ribbon and Quick Access toolbar
  • Keyboard shortcuts
  • Shapes and stencils explained
  • What Visio can do for you
Creating basic flowcharts
  • Working with shapes
  • Adding and deleting shapes
  • Joining, aligning and sizing shapes
  • Using Auto-Connect
  • Labelling shapes and connectors
Editing and improvinC flowcharts 
  • Amending shape and connector labels
  • Using colours to emphasise
  • Changing line styles
  • Moving and copying objects
  • Grouping diagram elements
  • Quick ways of working
Cross functional flowcharts
  • Creating Cross-Functional Flowcharts
  • Manipulating functional bands
  • Creating off-page references within diagrams and hyperlinks to other documentation
Organising charts and shape data
  • Using the wizard to create an organisation Chart
  • Importing existing Data into to create an organisation chart
  • Modifying an organisation chart
  • Shape Data
  • Adding shape data to a shape
  • Creating shape data sets
Diagram reports
  • Exporting data to a report in Excel
  • Exporting to HTML
  • Creating and customizing reports
Presenting, publishing and printing
  • Using Page Setup
  • Print previewing
  • Embedding backgrounds
  • Adding headers and footers
  • Converting your final documentation to PDF
  • Saving as HTML
  • Visio with PowerPoint

Testimonials

“Yes, the course covered everything I needed it to. I really enjoyed having a 1:1 session - it was my first with Lisa and I thought she was wonderful. Everything was useful, and I’ve been especially grateful to Lisa for insisting I add certain tools to my Quick Access Toolbar, as they’ve been invaluable!”

Lauren Kelly – Personal Assistant, Civil Aviation Authority

“Yes, as an introduction to Visio it was excellent, and even if you’ve been ‘tinkering’ for a while you’ll still learn invaluable skills to make using it more efficient. I liked the pace and how it was split into shorter sessions across different days. I discovered several simple features, like shape-to-shape connections, that will make my work much easier.”

Simon Everest – Application Support, Tokyo Electron Europe Ltd

Frequently Asked Questions

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Click Enquire Now and our team will share full details on content, dates, and pricing — and help you decide if it’s the right fit for you or your organisation.

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