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Intermediate Microsoft Visio

365 | 2019 | 2016
1 Day, 9:00-4:00

Course Overview

This instructor-led, hands-on course teaches students advanced features, including using the drawing tools, creating and working with custom stencils and templates, and sharing their Visio drawings with other applications. In order to successfully complete this course, we recommend that you first take Softek’s Introduction to Microsoft Visio course or have equivalent knowledge.

Course Objectives

  • Enhance the look of drawings
  • Create shapes, stencils, and templates
  • Connect drawings to external data
  • Leverage development tools
  • Share drawings

Course Outline

Enhancing the Look of Drawings

  • Create a Microsoft Account and Sign in to Visio
  • Work with Shape Styles
  • Shape Quick Styles
  • Fill, Line, and Effects
  • Use 3D Shapes
  • 2D vs 3D Shapes
  • 3D Templates and Stencils
  • 3D Format and Rotation
  • Apply Borders, Backgrounds, and Titles
  • Define Shape Styles
  • Reasons to Define a Style
  • The Define Style and Styles Commands

Creating Shapes, Stencils, and Templates

  • Create Simple Custom Shapes
  • Visio File Formats
  • When to Create a Custom Shape
  • The Favorites Stencil
  • Master and Regular Shapes
  • Create Custom Stencils
  • The My Shapes Folder
  • The Edit Stencil Command
  • Create Custom Templates

Connecting Drawings to External Data

  • Make an Organizational Chart from an Excel Spreadsheet
  • Benefits of Linking to External Data
  • Data Types That Can be Linked
  • The Organization Chart Wizard
  • Generate a PivotDiagram from an Excel Spreadsheet
  • The PivotDiagram Template
  • The Data Selector Tool
  • Create a Gantt Chart from a Project File
  • Gantt Chart Options
  • The Import Project Data Wizard
  • Create a Timeline from a Project File
  • Connect a Map to an Access Database

Leveraging Development Tools

  • Create Macros
  • The Developer Tab
  • Macro Commands
  • Macros Security
  • Modify ShapeSheets
  • Build Advanced ShapeSheets
  • Drawing Tools
  • Shape Operations
  • Shape Groups and Behaviors

Sharing Drawings

  • Save and Share Drawings with OneDrive
  • Review Drawings
  • Comments and Replies
  • Ink Markup
  • Insert Drawings into Other Office Files
  • Export Drawings
  • PDF and XPS
  • Visio Drawing Formats
  • Graphic File Types
  • The AutoCAD Drawing Format
  • Web Page Publication
  • Print Drawings


Cost and Delivery Format Options

We offer the above listed class on our public schedule and as a private group class in the following delivery formats:

Public Class: Live Virtual or at Softek
Per student $325
Private Group Class: Live Virtual
1-4 students $950
5-8 students $1400
9-12 students* $1600
*$100 per additional student
Private Group Class: At Your Location or Softek
1-4 students $1100
5-8 students $1550
9-12 students* $1750
*$100 per additional student

Private Group Training

Private group classes are cost effective when you have a group of students who need the same course. Volume discounts of 5% to 20% are available when five or more training days are scheduled. For classes conducted at your location, you are responsible for the classroom setup which should include:

  • A computer for each student (with the appropriate software installed), and
  • An instructor workstation connected to a visual display (e.g., projector, smartboard, etc.).


Softek can easily customize a training course that covers the specific topics you require and integrate examples relevant to your work environment. Course customization is billed at $125 per hour and covers time needed to meet, discuss, prepare, and incorporate any specific examples into the training program. Once we have a better idea of what you have in mind, we will be glad to provide a specific price quote for the customization. There is a 2-hour minimum fee for customization.

Why Choose Softek?

  • Live, in-person and virtual training
  • Instructors with 10+ years of experience
  • Detailed training guide
  • Certificate of completion
  • Money-back guarantee