Greater Boston IIBA members,
It was a pleasure meeting many of you at my presentation in Wellesley on May 11. For those of you who were in Woonsocket, Boston, or Worcester, though we didn’t meet, I appreciate your attention.
The same questions came up multiple times, both before and after my presentation, so I thought I would consolidate the answers into a single email.
All of the data-related features I demonstrated are in the Professional Edition of Visio but are not in Visio Standard. If you have Standard and want to upgrade but are running into resistance, I was serious when I offered to provide a paragraph or two of justification for you. Perhaps I can help you make the case with either management or your IT department.
Everything I demonstrated during the presentation works in Visio 2010, Visio 2013, and Visio 2016. The buttons on the Data tab were rearranged a bit in Visio 2016, but the same capabilities are on the Data tab in the earlier versions.
Based on several requests for more information, I have added links to additional Visio resources to my handouts. If you would like a PDF copy of the updated slides I presented in order to take advantage of either the content or the hyperlinks I included, please send me an email to request the document. Even if you didn’t attend the presentation, I think you’ll find the collection of links to Visio resources to be valuable.
Additional training resources
Several other instructors and I regularly deliver webcasts on Visio-related topics for Microsoft. Although there is only one live webcast remaining in the current series, all of the previous webcasts are available on demand. Refer to the Tips and Tricks webcast series.
I recently created three Visio courses for LinkedIn Learning (formerly known as Lynda.com). The first two are brand new in the last month; the third was released at the end of October:
“Advanced Visio: Working with Data” is an in-depth exploration of linking Visio diagrams to data and using graphics to visualize data. In just a couple of hours, I think you will be able to use the lessons in this course to impress people with your skill at communicating more effectively by leveraging process maps, org charts, and other diagram types.
If you want to become a true Visio power user, I recommend viewing at least Part 1 of the course I created for Microsoft Virtual Academy: http://bit.ly/MVAPowerUser1. You will learn a lot about the “behind the scenes” features that give Visio its power – and that could make you a Visio hero!
For those of you who are using Visio 2016: I mentioned in passing that there is a difference between Custom Import (when linking to an external data source) and Quick Import. I demonstrated the latter but not the former. This page contains examples of both.
Several people expressed interest in learning more about Harvard Computing Group’s TaskMap process mapping add-in for Visio. Aside from reading our website, I’ve scheduled two webcasts during which I will describe our Simplified Process Mapping approach using TaskMap. The webcasts are free and you’re welcome to sign up as well as to invite friends and colleagues. Please visit the webcast registration page to sign up for either session:
- Tuesday, June 1 at 10:00 AM EDT
- Wednesday, June 7 at 2:00 PM EDT
If you are interested but can’t attend either session, please let me now and we can make other arrangements.
Harvard Computing Group
Please keep us in mind if you need assistance with process-related activities in your organizations. Our consultants are able to assist with anything from drawing process maps to facilitating knowledge capture/process design workshops to designing a strategy for new process work in the organization.
We also offer Visio customization services: designing custom shapes, writing code to automate creation of diagrams, and providing onsite and webcast training.
If you have any questions at any time, please give me a call or send an email.
Scott A. Helmers