Microsoft 365 - Visio Level 2

Overview

This hands-on 1-day course is based on the current Microsoft 365 Desktop version of Visio Professional. Participants using earlier versions will be able to follow along, although some of the newest features may not be available in older versions.

This course is designed for learners with previous experience with Visio equivalent to On-Track Visio Level 1. Experienced self-taught users may find this course a valuable refresher.

Microsoft Visio is a powerful diagramming and visualization tool used to create clear, professional diagrams that communicate complex information with ease. Whether building flowcharts, organizational charts, process maps, network diagrams, floor plans, or business process documentation, Visio provides an intuitive drag-and-drop interface, smart shapes, automatic alignment and spacing, and deep integration with Microsoft 365. Its templates and stencils make it easy for users of all levels to produce precise, visually consistent diagrams that improve communication, analysis, and decision-making across an organization.

Prerequisites

• Familiarity with Microsoft 365 Visio Desktop application equivalent to Level 1
• Access to Microsoft 365 Visio Professional Desktop application (not available for Mac OS)

Learning Objectives

Through the use of hands-on exercises participants will learn to:

• Use advanced stencils, containers, callouts, and layers to organize complex diagrams.
• Create data-driven diagrams linked to spreadsheets or external data sources.
• Build cross-functional flowcharts, timelines, and Gantt charts.
• Apply and customize shape data fields for more intelligent diagrams.
• Use validation rules to ensure diagram accuracy and consistency.
• Automate tasks using shape reports and custom templates.

Course Modules

Module 1 - Advanced Diagramming Tools

Containers, lists, and callouts

Layers and layer properties

Using background pages

Module 2 - Cross-Functional Diagrams

Swimlanes and phases

Organizing process flow across departments

Best practices for business process documentation

Module 3 - Data Graphics and Shape Data

Adding and editing shape data fields

Data graphics for visualization (icons, color coding, text fields)

Importing and refreshing data from Excel

Module 4 - Specialized Diagrams

Timelines and milestone markers

Gantt charts

Network and engineering diagrams

Module 5 - Diagram Validation and Rules

Understanding rule sets

Running validation

Correcting common diagramming errors

Module 6 - Sharing, Reporting, and Customization

Creating shape reports

Building custom templates

Exporting advanced diagrams for presentations or documentation

Module 7 - Tips, Tricks and Best Practices

Best practices

Learn to be more efficient in Microsoft Visio and what resources are available.

Using AI (CoPilot, ChatGPT etc.)

ON-TRACK Corporate Training has a diverse and flexible schedule that can be customized to your needs. We offer group courses (both public and corporate), one-on-one training, virtual (on-line) classroom (Zoom etc.) and on-site training options. We also have easily accessible on-line training videos on OnTrackTV.