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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

  • 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

Microsoft Visio is designed to help users simplify complex information through simple, clear and understandable diagrams. Create and modify diagrams, charts, and other custom shapes and templates while also interacting with other Microsoft Office components such as Excel, Project, and Access.


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, you will be able to create charts and timelines from Microsoft Project files, as well as connect to Excel workbooks and Access databases.


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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Delivered by Great Canadian Training

Microsoft Visio Level 2 (Advanced)

Upcoming Classes

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

Groups of 6 or more? Consider private training

I want a quote for private or customized training


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

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
  • Learn or Come Back Free Policy on Public Classes
  • 24/7 After Training Support

All of our courses include

PDF Reference Guide

Want a summary of what you’ve learned? Save paper and use your PDF Reference Guide, accessible on any of your devices.


Certificate of Completion

Boost your credentials with a Certificate of Completion, confirming the skills you’ve acquired with us.


24/7 After-Training Support

Receive a 30-day after-training support voucher, offering assistance as you apply your new skills on the job. Need help with a specific step? We’re here to provide extra support and clarity even after you’ve left the class!


Want even more?
Check out our add-ons

Printed Reference Guide

While we love technology, we understand that there is something about having a paper copy. Add a printed reference guide to your training, which we will have shipped to your location.


Extended After-Training Support

Extend your support beyond the standard 30 days for ongoing assistance.


Can I customize my course?
OF COURSE!

Customized to meet your unique needs

We can customize your training to fit your exact needs, whether it's making small adjustments or creating entirely new courses. From setting specific objectives and including your own files to addressing unique challenges, we're here to help. We can even tailor the training to align more closely with how you work and to fit perfectly into your schedule. Our goal is to provide training that's as unique as your goals.


Use your own files instead of our exercise files

You can opt to use your working files in your private training sessions (instead of our standard exercise files). This allows you to see how the lessons apply directly to your day-to-day role and get work done while you train—a true win-win!


Access to your recorded session for 60 days

You can request your private session be recorded. You can have access for 60 days to revisit what you’ve learned.