Microsoft Visio Intermediate: In-Depth Process and Workflow Mapping

Intended Organizations
Skill LevelIntermediate
Virtual | Live Trainer4 hours/day, 1 Day
In-Person | Onsite6 hours/day, 1 Day
Professional analyzing charts on dual monitors

Course Overview

In this advanced Visio course, we will teach you more advanced features than the basic course. You will learn to create complex graphics and illustrations (such as floor plans, custom maps, and scientific illustrations) that may be linked to external data sources and inserted into other Microsoft Office files.

Course Prerequisite: Microsoft Visio Basic

Learning Objectives

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

Who It's For

  • Visio users seeking advanced diagramming and workflow mapping skills.
  • Professionals creating complex plans, process diagrams, and technical illustrations.
  • Project managers who need to visualize timelines, schedules, and project data.
  • Analysts looking to connect diagrams with external data sources.
  • Teams wanting to customize, share, export, and present Visio drawings effectively.

Course Agenda

Six modules · 22 topics
1Advanced Plans and DiagramsTopics 1–2
  1. Build Advanced Plans
  2. Build Advanced Diagrams
2Enhancing the Look of DrawingsTopics 3–6
  1. Use 3-D Shapes
  2. Work with Shape Styles
  3. Define Shape Styles
  4. Apply Backgrounds, Borders, and Titles
3Custom Shapes, Stencils, & TemplatesTopics 7–9
  1. Create Simple Custom Shapes
  2. Create Custom Stencils
  3. Create Custome Templates
4Connecting Drawings to External DataTopics 10–14
  1. Make an Organization Chart in Excel
  2. Generate a PivotDiagram from Excel
  3. Create a Gantt Chart from a Project File
  4. Create a Timeline from a Project File
  5. Connect a Map to an Access Database
5Leveraging Development ToolsTopics 15–17
  1. Create Macros
  2. Modify ShapeSheets
  3. Build Advanced Shapes
6Sharing DrawingsTopics 18–22
  1. Save and Share Drawings with OneDrive
  2. Review Drawings
  3. Insert Drawings into Other Office Files
  4. Export Drawings
  5. Print Drawings

About our Trainers

PTR training instructor headshot
PTR training instructor headshot
PTR training instructor headshot

Our Mission

Our facilitators are committed to delivering the latest industry trends, job-specific best practices, and the essential soft and hard skills needed in today’s workforce. PTR offers small and large organizations the choice between onsite and virtual training. Collaborate with our specialists to address challenges, bridge skill gaps, and tailor the learning experience to meet your company’s goals.

Frequently Asked Questions

What is the Microsoft Visio Intermediate course about?

This course builds on basic Visio skills and teaches participants to create advanced diagrams, plans, and illustrations. It covers custom shapes, templates, external data connections, development tools, and sharing drawings.

Who should attend the Microsoft Visio Intermediate course?

The course is suitable for professionals, project managers, business analysts, and technical staff who already understand basic Visio and want to create more complex diagrams and visual workflows.

What will I learn in this Microsoft Visio course?

You will learn to build advanced plans and diagrams, customize shapes and styles, create stencils and templates, connect drawings to external data, use development tools, and share or export diagrams.

Will I learn to create custom shapes, stencils, and templates?

Yes. The course covers creating custom shapes, building stencils, and developing templates to support specialized diagramming requirements and consistent designs.

Does the course cover connecting Visio diagrams to external data?

Yes. You will explore connecting drawings to external data sources, including creating organization charts and PivotDiagrams from Excel, generating Gantt charts and timelines from project files, and linking maps to an Access database.

Can I create advanced plans and technical illustrations in Visio?

Yes. The course covers advanced plans and diagrams, including techniques for creating complex graphics and illustrations. It also explores 3-D shapes, shape styles, backgrounds, borders, and titles.

What is the benefit of learning intermediate Microsoft Visio?

Intermediate Visio skills can help you communicate complex processes, visualize project information, customize diagrams for specific needs, and connect visual representations with relevant business data.

Discover More Ways to Build Your Skills

Microsoft Visio Intermediate: In-Depth Process and Workflow Mapping

Request a Training Quote

Share your team’s goals, and we’ll recommend the right skills training.