visio training courses - Timeline in Visio

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Tue 29 Jan 2008, 10:39 Delegate Debbie said...

Debbie has attended:
Visio Introduction course

Timeline in Visio

I can't remember how to set up a timeline. I have 5 different projects with related start and finish dates so I need to create the chart, then export it into Powerpoint.

Thanks for your help!

Thu 7 Feb 2008, 10:43 Trainer Amanda said...

RE: Timeline in Visio

Hi Debbie

Thank you for your question, and apologies for the delay in response.

You can find the Timeline template in the Project Schedule category/folder when you start Visio. If you already have Visio open and want to access the template, go to File - New - Choose Drawing Type and you will find the Project Schedule folder.

Start by dragging a timeline shape onto the drawing page (Block, 1-D, Line timeline, Ruler timeline, Divided timeline or Cylindrical timeline shape), then the Configure Timeline box will appear for you to specify start and end dates, plus other information regarding the timeline you are creating.

Please see the following link for further information: http://www.microsoft.com/education/timelinesvisio.mspx

You can create more than one timeline on a single drawing page, so you could add more timelines if required.

Once you have completed your timelines, you can use Ctrl + A to select the whole drawing, then copy and paste into a PowerPoint slide. Alternatively save the drawing as a jpeg file (File - Save as, change Save as type box to jpeg), then insert the jpeg file onto your PowerPoint slide (Insert - Picture - From file).

I hope this helps.
Amanda

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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.