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 Create your first (simple) flowchart

2 Using the Flowchart Wizard
3 Swin Lane Template Generator
4 Editing Flowcharts
5 More features
Your First Flowchart - Instructions:

1. Click the FlowBreeze tab on the ribbon, then click the Sta
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 flow line 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.

d the connector.
ribute" on the shaded guideline.
the toolbar.
or" screen.

st flowchart.
Start
Read file
Print report
Done?
Go to lunch Flowchart Wizard (Standard Edition Only)
Stop
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.
 Only)

on the left
the

the
art to have. (In
entered.)

on the

m.)
d click

ctor.

nd Style

erate the

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 Create Template on the ribbon.

2. On
Thethe
Style
Template
Wizard Properties
will load alltab:
the symbols on this page into
- 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 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.

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:http://www.breezetree.com/support.htm

Email support: 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