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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
Summary
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
Summary
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
Summary
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
Summary
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
Summary
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
Appendices
Keyboard Shortcut Quick Reference Sheet
Glossary
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