Microsoft 365 Visio: Part 2 Course Outline

Microsoft 365 Visio: Part 2

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


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


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


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


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


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


Keyboard Shortcut Quick Reference Sheet


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