Microsoft Visio Intermediate: In-Depth Process and Workflow Mapping
Intended Organizations
Intended Organizations
Organizational type shows which workplace or sector each group training program best aligns with. Most courses adapt across settings to support unique goals and outcomes.
Corporate & Business GroupsProfessional development for small groups, large business teams, and enterprises across industries focused on building valuable skills.
Federal GovernmentCreated for federal agencies and employees, with practical training that helps build job-relevant skills for the federal workplace.Course pricing is available for federal agencies through the GSA Schedule.
State & Local GovernmentTraining for state, county, municipal, and other public-sector teams, focused on building skills that support government and public service work.
Intended Organizations
Organizational type shows which workplace or sector each group training program best aligns with. Most courses adapt across settings to support unique goals and outcomes.
Federal GovernmentCreated for federal agencies and employees, with practical training that helps build job-relevant skills for the federal workplace.Course pricing is available for federal agencies through the GSA Schedule.
State & Local GovernmentTraining for state, county, municipal, and other public-sector teams, focused on building skills that support government and public service work.
Corporate & Business GroupsProfessional development for small groups, large business teams, and enterprises across industries focused on building valuable skills.
Intended Organizations
Organizational type shows which workplace or sector each group training program best aligns with. Most courses adapt across settings to support unique goals and outcomes.
State & Local GovernmentTraining for state, county, municipal, and other public-sector teams, focused on building skills that support government and public service work.
Federal GovernmentCreated for federal agencies and employees, with practical training that helps build job-relevant skills for the federal workplace.Course pricing is available for federal agencies through the GSA Schedule.
Corporate & Business GroupsProfessional development for small groups, large business teams, and enterprises across industries focused on building valuable skills.
Skill LevelIntermediate
Virtual | Live Trainer4 hours/day, 1 Day
In-Person | Onsite6 hours/day, 1 Day
Skill Level & Progression
Skill level reflects the recommended course experience and helps match training to your team's needs. Most training courses support all learning levels.
General WorkforceDevelops team-ready capabilities across business roles and experience levels while strengthening skills and organizational results.
FundamentalsBuilds introductory proficiency in essential terminology, core concepts, and workplace best practices for real-world application.
Intermediate(this course)Strengthens existing knowledge through advanced functions, skill strategies, and deeper exploration of core concepts.
AdvancedDeepens expertise through complex subject matter, specialized skills, advanced analysis, and higher-level instruction.
Course Formats
Train on your terms. Choose virtual or onsite delivery, schedule sessions around your team’s availability, and align course content with your objectives and real-world challenges.
Virtual Training4 hours/day, 1 DayLive, interactive, instructor-led training delivered through a secure videoconferencing platform.
Onsite Training6 hours/day, 1 DayEngaging, instructor-led training delivered in person at the location of your choice.
Course Duration
Course duration varies by training format and time needed to effectively cover the material, with hours per day and total days listed.
Generates a branded PDF — downloads directly to your device
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.
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
Build Advanced Plans
Build Advanced Diagrams
2Enhancing the Look of DrawingsTopics 3–6
Use 3-D Shapes
Work with Shape Styles
Define Shape Styles
Apply Backgrounds, Borders, and Titles
3Custom Shapes, Stencils, & TemplatesTopics 7–9
Create Simple Custom Shapes
Create Custom Stencils
Create Custome Templates
4Connecting Drawings to External DataTopics 10–14
Make an Organization Chart in Excel
Generate a PivotDiagram from Excel
Create a Gantt Chart from a Project File
Create a Timeline from a Project File
Connect a Map to an Access Database
5Leveraging Development ToolsTopics 15–17
Create Macros
Modify ShapeSheets
Build Advanced Shapes
6Sharing DrawingsTopics 18–22
Save and Share Drawings with OneDrive
Review Drawings
Insert Drawings into Other Office Files
Export Drawings
Print Drawings
About our Trainers
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.
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.
Microsoft Visio Intermediate: In-Depth Process and Workflow Mapping
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