visio courses - Visio

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Thu 12 Jul 2007, 16:25 Delegate Mary said...

Mary has attended:
Visio Introduction course

Visio

How many times can I request for help from your help desk.

Fri 13 Jul 2007, 12:04 Trainer Richard said...

RE: Visio

Hi Mary,

You may post as many questions as you like within a 12 month period.

Regards

Richard

Thu 26 Jul 2007, 15:29 Delegate Mary said...

RE: Visio

1 Can you please assist me with creating a Organisation chart.
2 How do you find more shapes, I have tried to look for Visio Extras, unable to find it.
3 The manual is not so straight forward.

Thanks
Mary

Thu 26 Jul 2007, 15:48 Trainer Richard said...

RE: Visio

Hi Mary

1.
To create an organisation chart:

- Click on File > New > Organisation Chart
- Use the top 3 shapes on the stencil once the template has opened
- Drag the EXECUTIVE shape onto the page
- Then drag the MANAGER or POSITION shape onto the page, and drop it directly onto the EXECUTIVE shape. This will link the shapes.

2. Visio Extras
You can search for shapes by using the search box just above the stencil area. use a keyword search , like you would in Google. The Visio Extras should be found under the stencils list. On your toolbar, in the middle of the screen, there should be a green and yellow button, which shows the stencil list. Visio Extras will be listed under there. If it is not, it may be because of the version of VISIO you are using. Click on HELP > ABOUT, to see which version it is.

Hope that helps.

Richard

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Visio tip:

Creating an organisation chart in Visio using Excel data

A quick and easy way to create an organisation chart by importing names and titles stored in list format in an Excel spreadsheet into Visio.

1. Select File, New, Organization Chart.

2. Start the Organization Chart Wizard.

3. At the first step of the wizard, select the 'Information that I enter using the wizard' option, and click Next.

4. At the second step of the wizard, select Excel, then type the name of the file.

5. Select Browse to choose the location you wish to save the file to, click Save, and then click Next.

6. Click OK - a Microsoft Office Excel workbook will open with column headings already entered for you.

7. Replace the sample text with the text you wish to appear in your organisation chart. By holding your cursor over each column heading, you should be able to view data entry tips.

8. Save the Excel file, then close Excel.

9. Proceed through the remaining steps in the wizard to create your organization chart from the data you entered into the Excel file.

Visio's organisation chart wizard will also recognise the following file formats (besides .xls):

- Microsoft Exchange Server Directory (Microsoft Exchange e-mail Address Book).

- Tab- or Comma-delimited text (.txt).

- Org Plus (.txt).

- Microsoft Office Access (.mdb) or any other file format for a database created in an Open Database Connectivity (ODBC)-compliant database application.