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Developing Visio Solutions

Microsoft Visio 2007 DVS (Course Code 70-545)

During this five day course, you will expand on the knowledge you gained in the Visio 2007 environment. You will work with many advanced features, including the powerful data integration features of Visio that enable automatic generation of diagrams from a number of external sources.

This course is designed for delegates who want to take the MS 70-545 exam to become an MCP in data visualization. At present the current pass rate is over 85%.

Who Should Attend?

Typically delegate's skills will include a working familiarity with Visio and the graphical environment. Participants will also benefit from having experience of VBA and a programming language. Whilst this is not a pre-requisite, it is an advantage.

Duration - 5 days

Day One: Understanding Visio application

Module 1: Overview of Visio 2007 and templates

  • Why use Visio, benefits and features

Module 2: Working with Handles

  • Moving Shapes, Sizing Shapes,
  • Different Handles

Module 3: Selecting Objects

  • The different ways to select objects

Module 4: Working with Objects

  • Attributes, Aligning, Distributing,
  • Rotating, Flipping, Grouping, Front and Back

Module 5: The Page Views (Zoom In and Out)

Module 6: Working with Text

  • Freehand Text - Using the text tool
  • Text Enhancements
  • Alignment, Point Size, Colour,
  • Tab Settings

Module 7: Connector Lines

  • Stencil Connectors, Drawing Connectors
  • Adding and Deleting Connector points

Module 8: Linking data to Shapes

  • Linking data to shapes
  • Refreshing the data
  • Applying data graphics

Module 9: Pivot tables

  • Linking Pivot tables to data
  • Drilling down to explore data
  • Applying data graphics

Module 10: Background Pages

  • Creating background pages
  • Applying background pages

Module 11: Shape report

  • Producing reports
  • Utilising excel

Module 12: Applying and Modifying Styles

  • Creating Styles for text
  • Creating Styles for drawings
  • Saving Styles with Templates

Module 13: Templates

  • Creating & Customising Templates
  • Using Templates

Module 14: Stencils

  • Adding customised shapes to a stencil
  • Customising the stencil
  • Saving stencils

Module 15: Overview of Custom Properties

  • Creating custom properties
  • Editing custom properties
  • Downloading to Excel Working with guides

Module 16: Fields

  • Inserting fields
  • Creating formulas within fields

Module 17: Layers

  • Creating layers
  • Utilising layers

Module 18: Drill downs

  • Creating drill downs
  • Moving within drill downs

Module 19: Hyperlinking

  • Creating a hyperlink between a shape and other files

Day Two: Shapesheets

Module 1: Shapesheets

  • Overview of shapesheets
  • What they control
  • Examining a shape in the shapesheet window

Module 2: Visio formulas

  • Entering and editing formulas
  • Functions and operations in Visio formulas
  • Shapesheet cell references
  • Specifying units of measure
  • Protecting formulas
  • When to use formulas with automation
  • User defined cells and ‘scratch’ formulas
  • Evaluating formulas
  • Enhancing a shapes behaviour
  • Adding control handles to a shape
  • Defining, dimming and hiding short-cut menu commands

Module 3: Shape Geometry

  • Controlling shape geometry with formulas
  • Controlling a shapes position on a page
  • Preventing a user from moving a shape
  • Controlling how shapes are altered in size
  • Using locks to limit shape behaviour

Module 4: Grouping and merging shapes

  • Creating and controlling grouped shapes
  • Creating and controlling merged shapes
  • (if time creating a 3D box)

Module 5: 1D Shapes

  • Understanding 1D and 2D shapes
  • Creating a 1D shape

Module 6: Enhancing a Shapes Behaviour

  • Adding Control Handles
  • Making Shapes respond to Events
  • Working with the Page Sheet
  • Manipulating other shapes
  • Controlling other shapes

Day Three And Four: Visio VBA

Module 1: Using Visio VBA

  • Using VBA
  • Creating a project
  • OLE Automation Basics
  • Overview of the Visio Object Model
  • Overview of Objects, Properties, Methods and events
  • When and How to Run your Program
  • Running VBA code from Visio

Module 2: Working with Shapes

  • Placing a shape onto the drawing page
  • Getting information about the shape
  • Adding text to a shape and changing its attributes
  • Adding and removing shapes
  • Performing operations on a shape
  • Working with formulas and cells from a shape’s shapesheet
  • Adding and deleting sections and rows from shapesheets

Module 3: Automating connections

  • Connecting shapes together
  • Determining which glue to use

Module 4: Properties and Formulas

  • Connecting Shapes
  • Adding Data to Shapes
  • Printing and Saving Documents
  • Quitting Visio

Module 5: Getting Data from Drawings

  • Types of Visio Data

Module 6: Iterating through a Collection

  • Getting Information from Documents, Pages,
  • Shapes and Shapesheets
  • Working with Windows and Selected Shapes
  • Getting Information about Connections
  • Generating and using Unique Ids

Module 7: Visio events

  • Overview of events
  • Creating events from This Document
  • ActiveX controls
  • Adding ActiveX controls
  • Handling control events
  • Working with controls at runtime

Module 8: Links to databases (using Access)

  • Identifying a database
  • Creating and Opening recordsets from Visio
  • Manipulating recordsets from Visio
  • Transferring data to and from a Visio shape/drawing

Day Five

Module 1: Further work on Event monitoring

  • Overview of events
  • Capturing With Events
  • Implementing and understanding IVisEventProc
  • Finding and understanding Event Codes
  • Using AddAdvise
  • Using the QueueMarker Event to control user and resultant actions

Module 2: Using Visio as an Active X

  • Load a VB.NET project and add the Visio Drawing Tool Component
  • Open and save a file and stencil
  • Drop and format a shape onto the drawing page

Module 3: Solutions

  • Overview of the pros and cons of using a VSL, add in and add on
  • Creating an add in and affecting the Visio application
  • Overview of publishing solutions

Module 4: Analysis of Visio’s SDK

  • Viewing and interpreting the Event monitor
  • Overview of the Persistent Event tool
  • Detailed analysis of code and examples
 
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