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Office Skills

Course Overview:

Information is at the heart of the modern workplace. It comes from everywhere – people, processes, applications and devices. The greatest challenge can be making sense of all that data. What if you could unlock that old adage, ‘A picture is worth a thousand words’, and create visualisations evocative enough to represent those complexities? Or, put another way, what if you could visually represent your data like a professional graphic designer?

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Course Overview:

Information is at the heart of the modern workplace. It comes from everywhere – people, processes, applications and devices. The greatest challenge can be making sense of all that data. What if you could unlock that old adage, ‘A picture is worth a thousand words’, and create visualisations evocative enough to represent those complexities? Or, put another way, what if you could visually represent your data like a professional graphic designer?

With Visio, you can. Visio lets you easily and quickly visualise the information you deal with every day. With over 250,000 shapes and templates designed for a variety of industries, Visio makes it simple and intuitive to create professional diagrams in just a few steps.

This Microsoft Visio Masterclass - Beginner To Advanced course gives you a comprehensive understanding of how to use Visio features such as Diagrams, Stencils, Shapes, Connector Points, and many more. It will show you when, why, and how to use tools and features of Visio and guide you through interactive, hands-on demonstrations every step of the way.

We'll start by covering everything you need to know to get up and running with Microsoft Visio, including:

  • The Visio Environment

  • Visio Diagrams & Tools

  • Shapes & Connector Points

  • Design & Formatting

  • Headers & Footers

We'll then progress onto more complex areas in Microsoft Visio, including:

  • Creating a Stencil

  • Managing a Stencil

  • Controlling Layers

  • Automatically Linking Data

  • Manually Linking Data

  • Reports

Whether you're looking for a quick overview on Diagrams, trying to diversify your Visio skill set, or hoping to step up your reporting game in a major way, you've come to the right place. In today's increasingly data-driven world, Visio makes it easy and intuitive to create flowcharts, diagrams, org charts, floor plans, engineering designs, and more, using modern shapes and templates. Enroll today and start your journey to becoming a Visio master.

See you there.

-Richard Walters (Microsoft Visio Trainer)

Enroll now

What's inside

Learning objectives

  • Master microsoft visio from beginner to advanced
  • Take your diagramming skills from zero to pro with stencils and data graphics
  • Learn how to automatically link data to streamline and revolutionise your workflow in visio
  • Get lifetime access to visio tutorials taught by a professional trainer with 10+ years of visio experience
  • Create dynamic reports by mastering one of visio's most popular features
  • Create professional looking diagrams from your own computer

Syllabus

Microsoft Visio Masterclass
The Visio Environment
Creating Diagrams in Visio
Visio Tools
Read more
Manual and Automatic Diagrams in Visio
Managing Shapes in Visio
Design and Formatting in Visio
Connection Points
Header and Footer Control in Visio
Shape Operations
Brainstorming Diagram
Cause and Effect Diagram
Cross Functional Diagram with Flowchart
Organisation Chart Diagrams
Timeline Diagrams
Creating a Stencil – Visio Shapes
Copying Shapes between Stencils
Managing Stencils in Visio
Creating and Modifying Layers in Visio
Controlling Layers in Visio
Manually linking Data to a Visio Diagram – Example 1
Manually linking Data to a Visio Diagram – Example 2
Automatically linking Data to a Visio Diagram – Example 1
Automatically linking Data to a Visio Diagram – Example 2
Data Graphics – Creating Data Graphics Example 1
Data Graphics – Modifying Data Graphics
Data Graphics – Using Images Example 2
Reports – Shape Data
Reports – Creating Reports and Managing Data Fields
Reports – Modifying Reports
Reports – Organisation Charts and Organisation Charts with Criteria
Reports Advanced – Criteria Report Example 1
Reports Advanced – Controlling Equipment and Assets with Criteria
Linking Diagram to a Subprocess
Containers – Diagrams and Shapes

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Covers diagrams, stencils, shapes, and connector points, which are essential for creating professional-looking visualizations
Teaches automatic data linking, which streamlines workflows and enhances reporting capabilities
Includes hands-on demonstrations, which allows learners to immediately apply new skills and knowledge
Explores creating and managing stencils, which allows for custom shape libraries and efficient diagramming
Requires access to Microsoft Visio, which may require a separate purchase or subscription
Focuses on a specific software (Visio), which may limit applicability to other diagramming tools

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Microsoft Visio Masterclass - Beginner To Advanced with these activities:
Review Basic Diagramming Principles
Reinforce fundamental diagramming concepts to better understand Visio's application in creating effective visuals.
Browse courses on Diagramming
Show steps
  • Research the core principles of visual communication and diagram design.
  • Identify different types of diagrams and their typical use cases.
  • Practice sketching simple diagrams by hand.
Review 'The Back of the Napkin'
Learn how to use visual thinking to improve diagram creation in Visio.
Show steps
  • Read the book and take notes on key concepts.
  • Practice applying the visual thinking techniques to real-world problems.
  • Consider how these techniques can be applied to Visio diagrams.
Recreate Sample Visio Diagrams
Improve proficiency with Visio tools by replicating existing diagrams from various sources.
Browse courses on Diagrams
Show steps
  • Find sample diagrams online or in textbooks.
  • Attempt to recreate the diagrams in Visio, paying attention to shape placement and connections.
  • Compare your recreated diagram to the original and identify areas for improvement.
Four other activities
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Show all seven activities
Document a Process with a Flowchart
Solidify understanding of flowchart creation by documenting a real-world process using Visio.
Show steps
  • Choose a process to document (e.g., ordering supplies, onboarding a new employee).
  • Interview stakeholders to understand the process steps.
  • Create a flowchart in Visio that accurately represents the process.
  • Share the flowchart with stakeholders for feedback and revisions.
Review 'Information is Beautiful'
Explore data visualization techniques to enhance Visio diagrams.
Show steps
  • Browse the book and analyze different visualization styles.
  • Identify visualizations that could be adapted for use in Visio.
  • Experiment with recreating some of the visualizations in Visio.
Design an Organizational Chart for a Fictional Company
Apply Visio skills to create a comprehensive organizational chart, practicing shape management and data linking.
Browse courses on Organizational Chart
Show steps
  • Define the structure and hierarchy of the fictional company.
  • Create shapes representing employees and departments in Visio.
  • Connect the shapes to represent reporting relationships.
  • Add data to the shapes, such as employee names and job titles.
Develop a Visio Template for a Specific Industry
Deepen Visio expertise by creating a custom template tailored to the needs of a particular industry.
Browse courses on Templates
Show steps
  • Research the diagramming needs of a specific industry (e.g., healthcare, manufacturing).
  • Create custom shapes and stencils relevant to that industry.
  • Design a Visio template that incorporates the custom shapes and stencils.
  • Document how to use the template and share it with others.

Career center

Learners who complete Microsoft Visio Masterclass - Beginner To Advanced will develop knowledge and skills that may be useful to these careers:
Process Analyst
A process analyst studies and improves business workflows, and the Microsoft Visio skills offered by this course are extremely helpful. Process analysts create detailed diagrams of existing processes and design new, more efficient workflows. This course covers the creation of many types of diagrams, including flowcharts, and techniques for linking data to diagrams. The course also covers shape management and connecting points, which is essential when presenting complex process flows. The ability to create and present clear diagrams of workflows helps a process analyst communicate more effectively with both technical and non-technical stakeholders.
Business Analyst
Business analysts use visual tools to understand and communicate business requirements; this course helps build their toolkit. A business analyst examines data, identifies problems, and proposes solutions, and needs to visualize information effectively. This course's focus on diagrams and data linking helps a business analyst to model and understand business functions. Visio skills, developed in this course, enhance their capability to create process models, organization charts, swim lane diagrams, and data flow diagrams to help stakeholders grasp complex concepts. The course's emphasis on reports and data linkage particularly suits the needs of a business analyst.
Systems Analyst
Systems analysts rely on diagrams to understand, model, and communicate system requirements. This course helps them improve how they do this. A systems analyst studies an organization's computer systems and procedures, designing information systems. The course's emphasis on process diagrams, data linking, and reporting allows a system analyst to create detailed information system models. The Visio skills gained from this course make a systems analyst more effective at documentation and analysis, which helps them make sure that system changes support business goals.
Project Manager
Project managers often use diagrams to communicate project plans and workflows, something this course directly addresses. Project managers must coordinate team and resources. Visio, as taught in this course, can be used to create timelines, responsibilities, and communication plans. The course's focus on diagrams and organization charts is highly relevant to a project manager's documentation and planning activities. Having a strong grasp of Visio allows a project manager to create clear, concise, and professional visual representations of their projects, which can be shared with their team and stakeholders.
Technical Writer
Technical writers create documentation including diagrams and visual aids; this course helps them enhance the visual component of their work. A technical writer creates user guides, manuals, and other forms of technical communication. This course offers knowledge of tools for creating clear, informative visuals. The course's focus on diagrams, shape management, layers, and stencils allows a technical writer to illustrate complex technical information simply and understandably. The skills taught in this course can be directly applied to adding visual aids to any technical document.
Quality Assurance Analyst
Quality assurance analysts focus on process improvement and documenting work flows, areas where this course’s material is directly relevant. A quality assurance analyst tests products or processes to ensure they meet a certain standard, and documenting these processes visually is a key part of their job. This course teaches the creation of different types of diagrams, including cause and effect diagrams, and allows a quality assurance analyst to model business processes effectively. Visio skills gained in this course allows a quality assurance analyst to communicate their findings effectively.
Data Visualization Specialist
Data visualization specialists transform data into visual formats. This course provides important skills for this field. A data visualization specialist uses data to create visual representations that communicate insights, trends, and patterns. Though Visio is not used to create all types of visualizations, the course provides an essential foundation in diagramming, data linking, and creating data graphics. The course’s lessons on manual and automatic data linking, reports, and data graphics are especially pertinent to a data visualization specialist’s work. These skills can be used to create effective and understandable visual data reports.
Operations Manager
Operations managers oversee the day-to-day activities of an organization and benefit from strong visualization skills; this course enhances these skills. An operations manager needs to document and improve operational workflow. This course's focus on diagrams, including flow charts and cross functional flow charts, allows an operations manager to make their processes transparent. By mastering Visio, as this course provides, operations managers can create visual management tools that communicate complex information simply. The course's content makes an operations manager more efficient at mapping and improving organizational workflow.
Technical Support Specialist
Technical support specialists often rely on diagrams to explain technical issues or solutions, and this course helps them improve their communication skills. Technical support specialists assist clients with problems related to technology, and clear visuals for complex systems are very helpful. This course provides valuable knowledge of diagrams, which can be used by a technical support specialist to create visual instructions and troubleshooting aids. The course's focus on creating and formatting diagrams is directly applicable to improving a support specialist’s capacity to communicate technical information to users.
Network Engineer
Network engineers use diagrams to plan and communicate network layouts and infrastructure. This course provides skills that enhance these abilities. A network engineer is responsible for the design, implementation, and maintenance of computer networks, so the ability to visualize networks is extremely helpful. This course’s exploration of diagrams and stencils for creating visual representations of complex networks provides a network engineer with valuable tools. The shape and stencil operations covered here can be used to prepare detailed network schematics. The course’s emphasis on layers is crucial in the presentation of large networks.
Instructional Designer
Instructional designers often create visually engaging materials that help learners understand complex concepts. This course in Microsoft Visio can enhance these design skills. Instructional designers develop training materials and resources, and this course allows one to create visual aids such as flowcharts and process diagrams, which help improve the learning process. The course's coverage of diagrams, shape management, and formatting, helps any instructional designer transform ideas into a visually impactful presentation. The skills developed in this course are useful for creating training content that is both engaging and effective.
Database Administrator
Database administrators manage and maintain databases, often working with complex data structures that can benefit from clear visual representation. This course will add to their skill set. A database administrator is responsible for the performance and security of databases. This course may be helpful because it provides the ability to manage data links, using Visio. While this is not the most common use of Visio, learning about reports and manual/ automatic data linking may help in data mapping. The course also provides valuable diagramming skills, which may help a database administrator model database relations and schemas.
Architectural Drafter
Architectural drafters create detailed technical drawings of buildings. Though not a primary tool for the field of drafting, this course may provide useful knowledge. An architectural drafter prepares drawings and plans for construction and building projects, and this course may prove valuable in the early stages of such projects. This course’s focus on diagramming and shapes may be useful for creating preliminary diagrams or concept sketches. While not a replacement for computer aided design software, this Visio course may be useful for architectural drafters who need to create quick visual representations of floorplans or infrastructure concepts.
Supply Chain Analyst
Supply chain analysts optimize the flow of goods and information within an organization's network. This course can provide useful diagramming skills. A supply chain analyst studies inventory and shipping data, which helps a supply chain run smoothly. This course may be useful for creating visual maps of supply chains, including the flow of materials and the locations of warehouses. An understanding of diagramming, as taught here, can help a supply chain analyst better understand and communicate supply chain relationships. Data linking, as taught in this course, may also prove to be helpful with data analysis.
Marketing Analyst
Marketing analysts study market trends and campaign performance. This course may be useful for visually representing their data. A marketing analyst uses data to drive decisions, and this course may be helpful for understanding and presenting data. While Visio may not be a marketing analyst's primary tool, and while a marketing analyst may not typically need to create diagrams, the data linking and reporting skills covered in this course can be used to present marketing information clearly and concisely. The creation of data graphics, taught here, may be helpful.

Reading list

We've selected two books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Microsoft Visio Masterclass - Beginner To Advanced.
Provides a framework for visual thinking and problem-solving. It teaches how to use simple drawings to clarify ideas and communicate effectively. It is particularly useful for understanding the underlying principles behind creating clear and impactful diagrams in Visio. This book serves as excellent additional reading to help you master the art of visual communication.
Showcases a wide range of data visualizations and infographics. It provides inspiration and ideas for presenting information in a visually appealing and informative way. While not specific to Visio, it helps develop a strong understanding of data visualization principles that can be applied to Visio diagrams. This book is best used as additional reading to broaden your understanding of visual communication.

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