From the simple and efficient diagramming software that it was at its origin, Microsoft Visio has become since the 2007 versions a powerful visual data management tool. This training session explores how Visio makes it possible to create a diagram attached to data from an Excel list, for example. This tool, as powerful as it is user-friendly, will allow computer equipment managers, for example, to find in one place the layout plans of their equipment as well as the list of relevant information (serial number, version, date of commissioning, brand, model, etc.). |
Prerequisites | For all training sessions in our classrooms, you need to have your own computer with Visio software (desktop version) installed. Professionnal License Good knowledge of one of the Office suite software (ex: Word, Powerpoint) Good knowledge of Visio (Visio - Level 1 recommended) |
| Version | It is important to have the desktop application to take this course. Not compatible with Visio on the Web. |
Objectives | - Create custom shapes
- Managing special objects
- Using layers
- Understand how Visio is both a drawing tool and a data distribution software.
- Learn how to integrate data into shapes.
- Create datasets for specific needs.
- Model several types of diagrams (Flow, Gantt, ...)
- Learn how to link a database to a diagram
- Design, using Visio, an interactive information distribution system in WEB format.
- Publish and use a diagram system in HTML format.
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Teaching method | Lectures - Demonstrations - Guided exercises |
Contents | Create custom shapes - Modify existing shapes
- Create shapes using drawing tools and constructive geometry operations
- Manage grouped shapes
- Add and modify connection points
- Modify the text area attached to shapes
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Using special objects - The "containers".
- Adding a container
- Shaping a container
- Managing shapes in a container
- Captions
- Adding a text bubble
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Using Layers - Creating layers
- Embedding objects in layers
- Setting Layer Options
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The concept of visual databases - Define the fields of application
- Visualize data attached to shapes
- Entering the data
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Customization of data fields - Inserting data in a form
- Adding a data field to a form
- Creating custom datasets
- Apply datasets to forms
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Exporting data - reports - Using pre-existing reports
- Modifying pre-existing reports
- Creating custom reports
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Linking data to shapes in a diagram - Concepts and uses of these features
- Know the database formats that can be used
- Connect a data file to a Visio diagram
- Link data to shapes
- Update the data
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Create a data graph - Apply a data graph to a shape
- Create custom data graphs
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Add interactivity to diagrams - Add a hyperlink to an object
- Use the sub-process creation features
- Link diagrams to each other and to pages
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Publishing diagrams in HTML format - Saving a Visio file in HTML format (Web page)
- Use published Visio diagrams in a web browser
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