Overview

How to use organisational charts and synchronised shapes in Microsoft Visio. The course details are at http://www.itseasy.co.uk/courses/visio-training/ courses are available in a classroom environment or online at http://www.itseasytraining.co.uk

Organisational charts

Organisational charts in Microsoft Visio are very easy to create and edit. The basic structure is the same whichever level you are trying to create, simply drop a subordinate shape on top off the management level and Microsoft Visio snaps it in to the correct position.

Users can quickly add data to each shape, ether directly in to the shape or via the shape data feature. Shape data can be adjusted to suit by using the define shape data feature. Additional shape data fields provide a great data storage feature which can be used to generate reports.

Synchronised shapes in Microsoft Visio

It is very easy for organisational diagrams to grow quickly and become very unmanageable. Using the synchronised copy feature in Microsoft Visio is one way to alleviate size and unmanageable clutter issues. The synchronised copy only synchronises data, not additional shapes. Basically, once you have synchronised shapes, any additional shapes added will not appear on the synchronised copy or the main copy if they are added after the first synchronisation. To add extra shapes you will need to re-run the synchronisation.

Groups of data and connections are easily moved around by using the container option. This feature can be added via the right mouse click or the ribbon. Once shapes are in a container it is easier to move them around and apply formats through the container tab on the ribbon.



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