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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 Swim Lane Template Generator Editing Flowcharts More features

Your First Flowchart - Instructions:

1. Click the FlowBreeze tab on the ribbon, then click the Sta
(If you do not see a FlowBreeze tab, click here)

2. Click Continue Trial on the reminder screen (appears if th 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 crea 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 "collate and distribute" and press <Enter>. The Process symbol is the default for most entries. 9. Type "FL" and press <Enter>. An "Insert Flow Line Connector" screen opens. Select "Done?" from the left entry list and "Read file" from Click the Add connector button to add the connector. 10. Click 2 rows below "Collate and distribute" on the shaded 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.

bon, then click the Start button.

r screen (appears if the software is unregistered)

added to the sheet.

on the words used. ress <Enter>. ent symbol to be created.

press <Enter>. most entries.

and "Read file" from the right. dd the connector. ribute" on the shaded guideline. the toolbar. or" screen.

st flowchart.

Start Read file Print report Done? Go to lunch Stop

Flowchart Wizard

(Standard Edition Only)

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. 6. Click 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.

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.


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shapes to a connector tions from connector to

shapes to a connector tions from connector to

Swim Lane Template Generator (Standard Edition Only) FlowBreeze Standard includes a Template Generator feature easy to create templates for Swim Lane diagrams. 1. Click Templates > Create Template on the ribbon.

2. On the Template Properties tab: symbols on this page into The Style Wizard will load all the - Enter the Template Name. - Edit the page Layout options, if desired. - Click Next.

3. On the Body tab: - Select the Cross functional - vertical swim lanes opti - 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 Number of rows as 1. - Click "+" or "-" to change the number of header sections. - Edit the Section Labels 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 o before starting a flowchart, or they can be loaded via the Sta screen by selecting the "Load a template" option.

ndard Edition Only)

te Generator feature that makes it e diagrams.

e on the ribbon.

ical swim lanes option. er of lanes. note below).

er of header sections. (see note below).

you can leave the d edit them when

ad Template" button on the ribbon be loaded via the Start Flowcharting

Flowchart Editor (Standard Edition Only)

FlowBreeze Standard includes a Flowchart Editor feature that easy to change the formatting after the flowchart has been c 1. Click Edit Flowchart on the ribbon.

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

Adding Shapes:

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

art Editor feature that makes it flowchart has been created.

symbols on this page into a form.

e contents and change the shape. d change the style. pply a new style to all symbols. and reformat all the connectors.

ur flowchart by clicking the ing session. Alternately, rt group on the ribbon , 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:Exports the flowchart and/or sheet to an image file. Insert Branch: Adds branching structures such as those used in org charts. Insert Group Box: Adds a labeled box around a group of symbols. Create grid: Creates a grid on a normal worksheet. Toggle gridlines: Shows / hides worksheet gridlines. Apply styles: 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:

Sales Individual licenses and Site Licenses can be purchased via our on-line ordering system:

If you need a Quote or would like to place a Purchase Order, please contact sales at:

If you don't see this FlowBreeze tab, please follow the instructions below.

1. Open the Excel Options screen: Excel 2010 - Click the File tab on the Excel ribbon (toolbar). - Click the Excel Options button in the left menu. Excel 2007 - Click the Office Button in the upper left corner of Excel. - Click the Excel Options button on the bottom of the menu. 2. 3. 4. 5. 6. Click Add-Ins in the left menu of the Excel Options window Click the Manage drop down, select Disabled Items from the list, then click the Go button. If FlowBreeze is listed, select it and click the Enable button. Restart Excel. You can view this file again by clicking About FlowBreeze > Open Walkthrough.

Why was FlowBreeze disabled?

FlowBreeze is digitally signed for security, and the first time FlowBreeze runs Excel validates the digital certificate via the issuing Certificate Authority's online server. If the validation takes too long, Excel may disable the FlowBreeze add-in if it slows the startup. If FlowBreeze was disabled on your system, we apologize for any inconvenience. Fortunately, after re-enabling the add-in this problem typically does not re-occur.