- Doing More with Shapes
This module takes a look at shapes and how to use them even more effectively. Included here are how to use Paste Special, how to insert a field, add ScreenTips, and add hyperlinks.
- Using Paste Special
- Inserting a Field
- Adding ScreenTips
- Adding Hyperlinks
- Working with Containers
Containers in Visio 2013 allow a user to add visual boundaries around select shapes and then label these same boundaries accordingly. In this module learners are lead through the ins and outs of manipulating containers and topics include: adding a container, adding shapes to, and removing shapes from, a container, changing container style, resizing the container, and disbanding the container.
- Adding a Container
- Adding Shapes to a Container
- Removing Shapes from a Container
- Changing the Style of the Container
- Resizing a Container
- Disbanding the Container
- Adding Callouts
Callouts are similar in appearance to thought balloons in comics and are used in Visio 2013 to add annotations to shapes in a drawing that has been created. This module looks at inserting and moving callouts, changing the position of a callout line, resizing a callout and changing its style.
- Inserting a Callout
- Moving a Callout
- Changing the Position of the Callout Line
- Resizing a Callout
- Changing the Callout Style
- Using Layers
Just like an onion, a drawing in Visio 2013 is made up of layers. These layers are used to organize related shapes on a drawing. Here participants learn how to add a layer then show or hide a layer, how to activate a layer, how to color a layer and lock it, and how to preserve group member layers.
- Adding a Layer
- Showing and Hiding Layers
- Activating a Layer
- Preserving Group Member Layers
- Coloring Layers
- Locking Layers
- Linking Data to Shapes
Shapes in Visio 2013 can have data associated with them and this function can be looked at from several aspects. This module looks at how to manually add data with the Shape Data Window and how to manually link shape data. It also covers how to automatically link shapes to data, how to refresh the data source, and how to remove data links.
- Manually Adding Data with the Shape Data Window
- Manually Linking Shape Data
- Automatically Linking Shapes to Data
- Refreshing the Data Source
- Removing Data Links
- Using Data Graphics
Data graphics are used to display information about a shape and they are generally inserted in a Visio 2013 file automatically when a user links a shape to external data. This module teaches how to insert data graphics, how to create custom data graphics, edit graphics, and remove graphics.
- Inserting Data Graphics
- Creating Custom Data Graphics
- Editing Data Graphics
- Removing Data Graphics
- Creating Process Diagrams
Process diagrams are graphical representations of how a step-by-step process is carried out. Arrows are usually used to express directional flow between shapes. In this module, users are taken through a look at creating a process diagram, adding shapes, creating new sub-processes, linking sup-processes, editing sub-processes, and checking the diagram for errors.
- Creating a Process Diagram
- Adding Shapes
- Creating New Subprocesses
- Linking Subprocesses
- Editing Subprocess Links
- Checking the Diagram for Errors
- Creating Cross-Functional Flowcharts
Cross-functional flowcharts act to show relationships between a process and the organizational or functional units. Here learners are taken through how to create a cross-functional flowchart, how to add swimlanes and separators and shapes, how to change diagram orientation and direction, how to modify swimlane margins, and how to choose a flowchart style.
- Creating a Cross-Functional Flowchart
- Adding Swimlanes and Separators
- Adding Shapes
- Changing Diagram Orientation and Direction
- Modifying Swimlane Margins
- Choosing a Flowchart Style
- Creating Organization Charts
Organization charts can be used to show how an organization functions and the reporting hierarchy within. This module shows how to create an organization chart manually, how to create one with the wizard, how to add shapes and images, and how to change the shape style.
- Creating an Organization Chart Manually
- Creating an Organization Chart with the Wizard
- Adding Shapes
- Adding Images
- Changing the Shape Style
- Doing More with Organization Charts
A further look at organization charts is taken here. This module takes users through how to: modify the layout, change the spacing, modify the position, create and use a synchronized copy, and how to compare charts.
- Modifying the Layout
- Changing the Spacing
- Modifying Positioning
- Creating and Using a Synchronized Copy
- Comparing Charts
- Creating Workflow Diagrams
A workflow diagram is used as a visual representation of the series of steps in the creation or management of a project. This module looks at creating a workflow diagram, adding shapes, importing SharePoint workflows, exporting workflows to SharePoint, and creating stage outlines.
- Creating a Workflow Diagram
- Adding Shapes
- Importing SharePoint Workflows
- Exporting Workflows to SharePoint
- Creating Stage Outlines
- Creating Gantt Charts
A Gantt chart is a bar chart, which is used to show the schedule of a project and to track its progression. In this final module, topics covered are: creating a Gantt chart, entering tasks, dates, and duration, adding rows and columns, and configuring work time.
- Creating the Gantt Chart
- Entering Tasks, Dates, and Durations
- Adding Rows
- Adding Columns
- Configuring Working Time
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