Welcome to the FlowBreeze Walkthrough. FlowBreeze is a text to flowchart automation add-in for Microsoft Excel.

This 5 step overview demonstrates the main features of FlowBreeze. Click the "Next" arrow above or click a link in the Table of Contents below.

Table of Contents 1 2 3 4 5 Create your first (simple) flowchart Using the Flowchart Wizard Swin Lane Template Generator Editing Flowcharts More features

Your First Flowchart - Instructions:

1. Click the FlowBreeze tab on the ribbon, then click the Start b 2. Click Continue Trial on the reminder screen. 3. Click Start on the "Start Flowcharting" screen. A Start terminator will automatically added to the sheet. 4. Type "read file" and press <Enter>. A data symbol was generated based on the words used. 5. Type the words "print report" and press <Enter>. The word "report" triggered a document symbol to be creat 6. Type "done?" and press <Enter>. The "?" triggered a Decision symbol. 7. Click OK on the "Add Branch Labels?" screen. The Yes and No labels were added. 8. Type "goto to lunch" and press <Enter>. The Process symbol is the default for most entries. 9. Type "FL" and press <Enter>. An "Add Flow Line Connector" screen opens. Select "Done?" from the left and "Read file" from the right. Click the Add flow line button to add the connector. 10. Click 2 rows below "Go to lunch" on the shaded guideline. 11. Click Stop Flowcharting button on the toolbar. 12. Click Yes on the "Add End Terminator" screen. Congratulations! You've made you first flowchart. Click the Next button above to proceed.

bbon, then click the Start button.

cally added to the sheet.

sed on the words used. d press <Enter>. cument symbol to be created.

for most entries.

"Read file" from the right. add the connector. on the shaded guideline. on the toolbar. nator" screen.

ou first flowchart.

Start Read file Print report Done? Go to lunch Stop

Flowchart Wizard

In this section we will flowchart using the Flo

1. Enter the text. For be that you would like the

already been entered.)

2. Click the Flowchart (This will open the Flow

3. In Step 1, use the de

4. Select the "Done?" e - In the Connectors - Select "2" from the - Select "Right" in the - Enter "No" in the

5. (Optional) You can c the output. 6. Click Finish

7. If needed, you can c flowchart. Also, clickin Connections the shortest path.

Flowchart Wizard In this section we will convert the text on the left side of the page into a flowchart using the Flowchart Wizard. Follow these steps:
1. Enter the text. For best results, enter the text in the approximate layout that you would like the flowchart to have. (In this example, the text has

already been entered.) 2. Click the Flowchart Wizard button on the toolbar. (This will open the Flowchart Wizard form.) 3. In Step 1, use the default settings and click "Next".
4. Select the "Done?" entry. In the Connectors section, click Add Connector. Select "2" from the Connect To drop down. Select "Right" in the Side column. Enter "No" in the Branch Label column.

5. (Optional) You can click the Symbol and Style columns to customize the output. Finish and FlowBreeze will generate the flowchart. 7. If needed, you can click and drag the shapes to re-position the flowchart. Also, clicking a connector (arrow), then clicking Reroute Connections from the toolbar will automatically route the connector to the shortest path.

Swim Lane Template Generator

Note:
This step will create a template in a new workbook. After you create a sample template, close the workbook and return to this walkthrough.

FlowBreeze Standard includes a Template Generator feature th easy to create templates for Swim Lane diagrams. 1. Click Create Template on the ribbon.

2. The Style Wizard will load all the symbols on this page into a On the Template Properties tab: - Enter the name of the template. - Edit the page layoout options if desired. - Click Next. 3. On the Body tab: - Select the Cross functional - vertical swim lanes option. - Click "+" or "-" to change the number of lanes. - Click and edit the lane titles (see note below). - Click Next. 4. On the Header / Footer tab: - Check the "Add title block header" option. - Leave the the number of rows as 1. - Click "+" or "-" to change the number of header sections. - Edit the section text as desired (see note below). - Click OK to generate the template. Note: Since templates are often generic, you can leave the

lane titles and section text as-is and edit them when the template is used in a flowchart. Loading Templates:

Templates can be loaded using the "Load Template" button on before starting a flowchart, or they can be loaded via the Start screen by selecting the "Load a template" option.

mplate Generator feature that makes it ane diagrams.

tical swim lanes option. umber of lanes. e note below).

umber of header sections. (see note below).

neric, you can leave the

-is and edit them when

Load Template" button on the ribbon can be loaded via the Start Flowcharting plate" option.

Start

Read file

The Flowchart Editor - Try it Out:

FlowBreeze Standard includes a Flowchart Editor feature that m easy to change the formatting after the flowchart has been cre
Print report

1. Click Edit Flowchart on the ribbon.

Done? No

2. The Flowchart Editor will load all the symbols on this page in Try the following: - Double-click aa text entry and edit the contents - Click an item in the Symbol column and change the shape. - Click an item in the Style column and change the style. - Click the Change Style button and apply a new style to all - Click the Change Line Style button and reformat all the con - Change the font. (See note below) 3. Click OK and the flowchart will be updated.

Yes

Go to lunch

Adding Shapes:

Stop

You can also add addition shapes to your flowchart by clicking Start button and continuing a flowcharting session. Alternately you can use any of the tools in the Insert group on the ribbon to manually add shapes and connectors, then use the Flowchar Editor to apply the styles.

wchart Editor feature that makes it the flowchart has been created.

he symbols on this page into a form.

dit the contents umn and change the shape. n and change the style. nd apply a new style to all symbols. on and reformat all the connectors.

your flowchart by clicking the harting session. Alternately, nsert group on the ribbon ors, then use the Flowchart

More Features There are many other features beyond the scope of this walkthrough More features are covered in detail in the Help file, which can be viewed by clicking Help Contents from the FlowBreeze toolbar, then clicking the Open Help File button. Highlights include: - Save as Picture: - Insert Branch: - Insert Group Box: - Create grid: - Toggle gridlines: - Apply styles: Exports the flowchart and/or sheet to an image file. Adds branching structures such as those used in org charts. Adds a labeled box around a group of symbols. Creates a grid on a normal worksheet. Shows / hides worksheet gridlines. Applies the default style for each shape in one click.

Questions? If you have any questions about FlowBreeze, we would be happy to help. You can visit the on-line support page or email us directly. BreezeTree support page: Email support: http://www.breezetree.com/support.htm support@breezetree.com

Sales Individual licenses and Site Licenses can be purchased via our on-line ordering system: http://www.breezetree.com/buy.php If you need a Quote or would like to place a Purchase Order, please contact sales at: sales@breezetree.com