Introduction to MS Visio


Visual diagrams are a key part of communication, including organisation charts, audit diagrams and process charts. Visio provides accountants, and other business professionals, with an intuitive, customizable tool to easily create professional, visually engaging diagrams, maps and drawings, using graphical elements to make information easier to comprehend.

Venue details:  
, Professional Training, Unit 22 Westland Square, Pearse Street, Dublin
Start date & time:  
13 October 2020 09:30
End date & time:  
13 October 2020 17:00
By registering for this course you have accepted the terms and conditions
Training ticket cost:  
CPD hours:  
Speaker details
No speakers have been associated with this event.


Product type:  
CPD course
Technology and data

Who should attend

This course is suitable for accountants, and other business professionals, aiming to get to grips with Visio to create new documentation or to understand how to work with, and update, existing templates in their organisation. The links to other Office 365 packages make Visio a tool participants can learn and integrate it into their day to day roles effectively. Visio templates and stencils are commonly used for Organization Charts, Flowcharts, Audit Diagrams, Cross-Functional Flowcharts, Business Process Modelling Notation, Data Flow Diagrams, and Entity-Relationship Diagrams.

Course overview

  • Performing Basic Tasks in the Visio Environment
  • Working with Workflow Diagram Tools
  • Building Organisation Charts
  • Building a Cross-Functional Flowchart
  • Working with Custom Shapes, Stencils and Templates
  • Connecting Drawings to External Data in Office
  • Making an Organisation Chart from an Excel Spreadsheet
  • Generating a Pivot Diagram from an Excel Spreadsheet
  • Creating a Gantt Chart from a Project File
  • Creating a Timeline from a Project File
  • Connecting a Map to an Access Database

Key learning outcomes

By the end of this course, participants will be able to:

  • Design, modify and manage basic diagrams
  • Identify the key elements of Visio and their use
  • Create a workflow diagram
  • Build organisation charts
  • Build a cross-functional flowchart
  • Design advanced plans and diagrams
  • Enhance the appearance of drawings
  • Connect drawings to external data

Speaker bio

Professional Training is a group of experienced specialists providing focused training in IT and Management skills. Our trainers use a combination of tailored, flexible approaches and real-life business knowledge to develop and provide techniques and solutions for immediate implementation by our course participants. We have delivered a range of CPD programmes with Chartered Accountants Ireland since 1997.