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Microsoft 365 Visio: Part 2


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Written for the desktop version of Microsoft 365 Visio, this course is the second part of Velsoft’s courseware for Microsoft’s diagramming application.

Microsoft Visio takes diagram and flowchart designing to the next level, providing the tools users need to arrange complex data and numbers, and turn them into easy-to-read flow charts, floor plans, and much more.

This course builds on concepts learned in Part 1, helping Microsoft Visio users get comfortable working with more advanced features such as enhancing the look of drawings, creating custom shapes, stencils, and templates; connecting drawings to external data, leveraging development tools, and sharing drawings with others.

About This Course

Course Prerequisites

Course Overview

Course Objectives

How to Use This Book

Lesson 1: Enhancing the Look of Drawings

TOPIC A: Work with Shape Styles

Quick Shapes

Change Fill Styles

Change Line Styles

Apply Effects

Activity 1-1: Working with Shape Styles

TOPIC B: Use 3D Shapes

2D vs. 3D Shapes

3D Templates

3D Stencils

3D Format

3D Rotation

Activity 1-2: Using 3D Shapes

TOPIC C: Apply Backgrounds, Borders, and Titles

Add a Background to a Single Page

Create a Master Background Page

Apply a Master Background Page to Other Pages

Edit a Master Background Page

Remove a Master Background Page

Activity 1-3: Creating Master Backgrounds


Review Questions

Lesson 2: Creating Shapes, Stencils, and Templates

TOPIC A: Create Custom Stencils

Creating a New Stencil

Add Shapes to Stencils

Remove Shapes from Stencils

Save Stencils

The Favorites Stencil

Activity 2-1: Creating a Custom Stencil

TOPIC B: Create Simple Custom Shapes

What are Simple Custom Shapes?

Vector versus Raster Graphics

Creating Simple Custom Shapes

Activity 2-2: Creating a Simple Custom Shape

TOPIC C: Create Master Shapes

What are Master and Regular Shapes?

Stencil States

Master Shapes Commands

Create a Master Shape from Scratch

Activity 2-3: Creating Master Shapes

TOPIC D: Create Custom Templates

What are Custom Templates?

When to Create a Custom Template

Create a New Template

Using a Custom Template

Activity 2-4: Creating Custom Templats


Review Questions

Lesson 3: Connecting Drawings to External Data

TOPIC A: Generate a Pivot Diagram from an Excel Spreadsheet

What are Pivot Diagrams?

The Pivot Diagram Template

The Data Selector Tool

The PivotDiagram Tab

The PivotDiagram Task Pane

Create a PivotDiagram from an Excel Spreadsheet

Activity 3-1: Creating a PivotDiagram from an Excel File

TOPIC B: Create a Chart from a Project File

Microsoft Project

Gantt Charts

Use the Gantt Chart Template

Gantt Chart Options

The Import Project Data Wizard

About the Gantt Chart Tab

Create a Gantt Chart from a Project File

Activity 3-2: Creating a Gantt Chart from a Project File

TOPIC C: Create a Timeline from a Project File

What are Microsoft Project Timelines?

Using the Timeline Template

About the Timeline Tab

Using the Import Timeline Wizard

Activity 3-3: Creating a Timeline from a Microsoft Project File

TOPIC D: Connect to an Access Database

What is Microsoft Access

The Data Tab

Automatically Linking Access Data

The Shape Data Window

The External Data Window

Change Legend Options

Activity 3-4: Connecting to an Access Database


Review Questions

Lesson 4: Leveraging Development Tools

TOPIC A: Create Macros

The Developer Tab

What are Macros?

Macro Security

The Record Macro Dialog Box

Macros and Visio File Formats

How to Create Macros

Activity 4-1: Creating a Macro

TOPIC B: Modify ShapeSheets

What is a ShapeSheet?

ShapeSheet Types

The ShapeSheet Design Tab

Work with a ShapeSheet

Activity 4-2: Modifying a ShapeSheet

TOPIC C: Use Advanced Shape Tools

Drawing Tools

Shape Operations

Shape Names

Shape Behaviors

Shape Protection

Activity 4-3: Using Advanced Shape Tools


Review Questions

Lesson 5: Sharing Drawings

TOPIC A: Save and Share Drawings with OneDrive

What is Microsoft OneDrive

Share Drawings with OneDrive

Activity 5-1: Saving and Sharing Drawings Using Microsoft OneDrive

TOPIC B: Review Drawings

Using the Comments Pane

Adding and Editing Comments

Deleting Comments

Activity 5-2: Reviewing Drawings Using Comments and Ink

TOPIC C: Insert Drawings into Other Office Files

Use Copy and Paste

Insert Object Options

Activity 5-3: Inserting Drawings into Office Applications

TOPIC D: Export Drawings

Publish PDF and XPS

Graphic File Types

The AutoCAD Drawing Format

Web Page

Activity 5-4: Exporting Drawings

TOPIC E: Print Drawings

Using the Print Screen

The Page Setup Dialog Box

The Header & Footer Dialog Box

Activity 5-5: Printing Drawings


Review Questions

Lesson Labs

Lesson 1

Lesson Lab 1-1

Lesson 2

Lesson Lab 2-1

Lesson Lab 2-2

Lesson 3

Lesson Lab 3-1

Lesson Lab 3-2

Lesson 4

Lesson Lab 4-1

Lesson 5

Lesson Lab 5-1

Course Wrap-Up

Post-Course Assessment

Course Summary


Keyboard Shortcut Quick Reference Sheet


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