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Microsoft Visio Level 2 (Advanced)
(2013, 2016, 2019, 2021, 365)

What You'll Learn in Microsoft Visio Level 2 (Advanced)

Course Length:

6 hours (1 day)

Learning Objectives

By the end of this course, users will be comfortable creating a variety of diagrams and charts and will be able to create custom stencils and custom shapes, as well as create master shapes and even custom templates. By being able to connect drawings to external data, users will be able to create charts and timelines from Microsoft Project files, as well as connect to Excel workbooks and Access databases. You will:

  • Create an organization chart
  • Do more with organization charts
  • Create a cross-functional flowchart
  • Modify a cross-functional flowchart
  • Create Gantt charts
  • Create network diagrams
  • Create sub processes
  • Use shape data
  • Use layers
  • Create custom stencils
  • Create simple custom shapes
  • Create master shapes
  • Create custom templates
  • Generate a pivot diagram from an Excel spreadsheet
  • Create a chart from a Project file
  • Create a timeline from a Project file
  • Connect to an Access database

Target Student

This course is intended to help all users familiar with Microsoft Visio to get up to speed quickly with its more advanced features. We will cover different features of the interface and some common usage scenarios, connect drawings to outside resources such as Project, Excel, and Access, and cover some of the more advanced formatting options found in Microsoft Visio.

Course Outline

Section 1: Doing More with Shapes

Insert a Screen Tip

Insert a Field

Insert a Symbol

Insert a Hyperlink


Section 2: Working with Containers

Adding a Container

Adding to and Removing Shapes from Containers

Changing the Style of Containers

Disbanding the Container


Section 3: Adding Callouts

Inserting a Callout

Moving a Callout

Resizing a Callout

Changing the Callout Style


Section 4: Using Layers

About Layers

Adding a Layer

Assigning Shapes to a Layer

Showing and Hiding Layers

Add Colour to Layers

Lock a Layer


Section 5: Working with Shape Data

Create Fields

Reuse Shape Data Fields

Shape Data Sets

Insert and Display Fields


Section 6: Connecting Drawings to External Data

Make an Organization Chart from an Excel Spreadsheet

Create a Gantt Chart from a Project File

Create a Timeline from a Project File

Connect to an Access Database


Section 7: Using Data Graphics

Inserting Data Graphics

Creating Custom Data Graphics

Editing Data Graphics

Removing Data Graphics


Section 8: Creating Shapes, Stencils and Templates

Create a New Stencil

Add and Remove Shapes

Save Stencils

Create Simple Custom Shapes

Master Shapes vs. Regular Shapes

Create a Master Shape from Scratch

Create and Use Custom Templates


Section 9: Creating Subprocesses

Link Subprocesses Manually

Edit Subprocess Links

Link Subprocesses to an External Diagram


Section 10: Creating an Organization Chart

Organization Chart Wizard

Add Positions

Define Alternate Layouts

Reorder Team Members

Use Best Fit to Page

Change Shape Styles

Add Team Frames

Add Pictures

Create Synchronized Copies


Section 11: Creating a Cross-Functional Flowchart

Create a Cross-Functional Flowchart

Add Swimlanes and Separators

Add Shapes

Change Orientation and Direction

Modify Swimlane Margins

Apply a Flowchart Style


Section 12: Creating Gantt Charts

Creating a Gantt Chart

Entering Tasks, Dates, and Durations

Adding Rows and Columns

Configuring Working Time

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Microsoft Visio Level 2 (Advanced)

Upcoming Classes

All Public classes are held online
with a live instructor
Dates Price Qty
August 14, 2024
9:00 AM to 4:00 PM ET
$395.00 Online
November 26, 2024
9:00 AM to 4:00 PM ET
$395.00 Online
February 27, 2025
9:00 AM to 4:00 PM ET
$395.00 Online
* Applicable taxes will be applied on checkout

I want to talk to someone about private or customized training

Have questions about this course? See below or reach out to our training coordinators.

Group of 4 or more? Consider private training

The Great Canadian Training & Consulting Company Advantage

When you train with us, your training will not just check a box. We make sure it is GREAT!

  • Experienced Trainers
  • Guaranteed to run classes
  • Learning Guarantee
  • Anytime after-training support for 30 days
  • Bilingual training, manuals & post-training support available

This course comes with

PDF Reference Guide

Take the Reference Guide anywhere and save the environment with an electronic copy of your training Reference Guide for use on any of your computers or devices

Use Your Own Files

Whether it's one-on-one or group training you can give us files to include in your training session and help you apply what you learn even more!

Printed Reference Guide

Instead of the PDF that comes with your course, purchase a printed paper Reference Guide for use during your class and future reference

Can I customize my course?

Tailored Training

Your Reference Guide will follow a standard course outline but your class can be tailored to focus on the subjects that are most important to you

Use Your Own Files

You can include your own files in your training session to make it more applicable to your day-to-day role.