FlowBreeze 4 Help File - Flowchart Software and Excel ...

1 2017 BreezeTree SoftwareFlowBreeze 4 help FileFlowcharting and Process Diagramming Toolsthat Leverage the Power of Excel All rights reserved. No parts of this work may be reproduced in any form or by any means - graphic, electronic, ormechanical, including photocopying, recording, taping, or information storage and retrieval systems - without thewritten permission of the that are referred to in this document may be either trademarks and/or registered trademarks of therespective owners. The publisher and the author make no claim to these every precaution has been taken in the preparation of this document, the publisher and the author assume noresponsibility for errors or omissions, or for damages resulting from the use of information contained in thisdocument or from the use of programs and source code that may accompany it. In no event shall the publisher andthe author be liable for any loss of profit or any other commercial damage caused or alleged to have been causeddirectly or indirectly by this 4 help File 2017 BreezeTree Software3 Contents3 2017 BreezeTree SoftwareTable of ContentsForeword0 Part IFlowBreeze help Introduction6 Part IIToolbar Overview7 Part IIII nteractive Flowcharting 201 Start 212 Flow Line Prompt WindowPart IVFlowchart 271 Parsing 312 Transpose Column to 323 Apply Parsing 354 Using the Flowchart Wizard with TemplatesPart VValue Stream 411 VSM Template GeneratorPart VITemplate 501 Load 522 Create Custom TemplatesPart 561 Settings - 582 Settings - 603 Settings - ConnectorsPart VIIIFlowBreeze 631 Add 642 Clear 643 Create a 644 Create a Symbol 655 Export as 666 Export to Web 687 Extract 698 Find / Replace Text in 699 Flowchart 7010 Insert BranchFlowBreeze 4 help File4 2017 BreezeTree 7411 Insert

2 Decision 7512 Insert Group 7613 Print Flowchart 7714 Quick 7715Re-Align 7816 Select Shapes 8017 Symbol 8118 View GridlinesPart 831 Add 842 Split Connector into 863 Straighten 885 Work with Flow Lines (Connectors)Part XEditing 961 Deleting 992 Inserting 1033 Moving 1034 Resizing 1055 Rotating 1066 Snapping 1077 Selecting ShapesPart XIHow Do I ..? 1091 Add an Assist Line to a Swim Lane 1102 Call FlowBreeze from 1133 Change Symbol 1154 Change a Symbol 1155 Edit Symbol 1166 Export a Flowchart to Word or 1197 Import and Export 1208 Insert a 1229 Insert a 12310 Using Keywords and 12611 Work with Grouped SymbolsPart 1281 FlowBreeze 1282 Log Files5 Contents5 2017 BreezeTree 1364 How to Speed-Up 1395 Uninstalling FlowBreezePart XIIIHow to Buy142 Index143 FlowBreeze 4 help File6 2017 BreezeTree Software1 FlowBreeze help IntroductionFlowBreeze is a text-to- Flowchart add-in for Microsoft Excel .

3 It will allowyou to create great looking flowcharts, quickly and easily, just by you are new to FlowBreeze , the best way to familiarize yourself with itis to look through the Interactive Flowcharting Tutorial, which is the firstsection in the table of contents, below. FlowBreeze works by automatingthe built-in drawing tools in Excel . As a result, the topics covered in thishelp file are a combination of FlowBreeze -specific features and built-inExcel features. The flowcharts are generated using native Microsoft Officeshapes (also known as autoshapes).Click here to get started on the tutorialToolbar Overview7 2017 BreezeTree Software2 Toolbar OverviewBecause FlowBreeze is an Excel add-in, the FlowBreeze features areaccessible via a ribbon in Excel , as shown RibbonFeature Descriptions FlowchartingoStart: Starts an interactive flowcharting : Stops the interactive flowcharting session. This button is onlyenabled when a flowcharting session is in : Flowchart Settings: Opens the Settings window, allowing you tocustomize the FlowBreeze Flowchart rules and formatting.

4 File Locations: Opens a form that allows you to set thedirectories for FlowBreeze files. Import / Export Settings: Allows you to import or exportsettings files for standardization among computers. Export Symbol List: Exports the list of active symbols, alongwith their prefixes and keywords, to a new : Flowchart Wizard: Scans the worksheet for text and loads it intothe Flowchart Wizard to convert into a Flowchart . Transpose Columns to Rows: Converts a vertical columns intohorizontal rows for left to right flowcharts. Apply Parsing Syntax: Adds entry ID numbers, connector IDs, FlowBreeze 4 help File8 2017 BreezeTree Softwareand branch label syntax to each : Create a Template: Loads the Template Generator, which canbe used to create swim lane templates. Create VSM Template: Load the value stream mappingtemplate generator. Load a Template: Loads a template onto a new Export as Picture: Allows you to save the Flowchart and/orworksheet as a picture. Export to Web Page: Creates an HTML file containing an pictureof the Flowchart .

5 InsertoAdd Shapes: Opens the Adds Shapes dialog to add a shape to Connectors: Opens the Add Connectors dialog to insert one ormore formatted connectors between Flowchart Symbols: Opens the Value Stream Mapping : Inserts a branch structure (like an organization chart).oGroup Box: Inserts a background shape to label and encompass a setof related Blocks: Opens the decision blocks tool, allowing you EditoQuick Styles: Options to set color and lines styles in a single Flowchart : Opens the Flowchart editor, which allows you tochange shape types, content, and / Replace Text: Opens the Find / Replace Text in Shapes Overview9 2017 BreezeTree SoftwareoStyle Gallery: A gallery of built-in shape formatting styles. LayoutoLayout (drop down): Re-Align Shapes: Corrects any slightly jagged connector lines. Align or Distribute: Align or adjust the spacing between multipleshapes. Order: If shapes overlap, you can use the Bring to Front, Send toBack, Bring Forward, and Send Backward.

6 To set how their arelayered. Rotate: Change the orientation of a drop down: Snap to Shape: Snaps a symbol to the edge of another flowchartsymbol. Create a Grid: Changes the column width to match the row height,creating a grid. View Gridlines: Shows or hides the gridlines on the sheet gridlines. Clear Shading: Clears any cell shading on the to Grid: Snaps the Flowchart symbols to the worksheet gridlines. SelectoGroup: Group: Creates one shape out of many. Ungroup: Splits the grouped shape back into its constituent parts. Regroup: If a set of shapes has been grouped then ungrouped,they may be regrouped by selecting a single shape and clickingthis function. Group All Shapes: In one click it will select all the shapes andgroup then together into a single 4 help File10 2017 BreezeTree Software Ungroup All Shapes: In one click it will ungroup any groupedshapes on the Objects (white arrow): Clicking it toggles a special mousecursor that allows you to select shapes.

7 Must be toggled off : Select All: Selects all the shapes on the page. Selection Tool: Opens the Shape Selection tool. Symbols: Selects only the Flowchart symbols on the page ( , noconnectors, no labels, etc.). Connectors: Selects only the flow line connectors on the page. Labels: Selects only the labels on the page. ConnectorsoStraighten: Converts any elbow connector that is jagged to a straightconnectoroSplit: Replaces a connector with two labeled connector : Insert a crossover "bump" into the selected connector. ToolsoSymbol Key: Generates a symbol key (shape legend), listing all thesymbols used in your Text: Iterates through the Flowchart symbols, extracting thetext and creating a list of the process : Add a hyperlink from a shape to another part of theflowchart, to another document, or to a URL. HelpoOpen help File: Opens the local version of this help Overview11 2017 BreezeTree SoftwareoView Event Log: Opens the event log viewer to see any errors orevents that FlowBreeze has Support: Opens your email client to send a support FlowBreeze : Opens the registration form to enter yourlicense for Updates: Opens your web browser to the updates page tocheck if there is a new version available for : Shows the current version of the 4 help File12 2017 BreezeTree Software3 Interactive Flowcharting TutorialThis tutorial will take you through the steps to create a Flowchart using theinteractive flowcharting mode of FlowBreeze .

8 Because FlowBreeze is anExcel add-in, it will load with Excel but the interactive text-to-flowchartgeneration remains idle until you start a flowcharting session. It willoperate on only one worksheet at a time, so you can start a flowchartingsession and switch over to another worksheet without fear that it willinadvertently generate a Flowchart symbol any time you edit the Flow Line Connector vs. Connector Node: The word "connector" is oftenused to mean the arrow that joins two shapes. However, it is also thename for the nodes that show a jump from one place in the Flowchart toanother. To disambiguate between the two meanings, connector arrowsare typically called "flow line connectors" or just "flow lines". Symbol vs. shape: The two terms are used interchangeability in the helpfile and in FlowBreeze the flowcharting session1. The first step to creating a Flowchart is to click the Start button. Ifyou're running the trial version, you'll be greeted by a trial reminderand will need to click the "Continue" You will be prompted with the Start Flowcharting window.

9 Click OK. (Forthis tutorial, we will keep all of the default settings. For moreinformation on the options, see the Start Window section.)3. FlowBreeze will generate a Terminator symbol, as shown Flowcharting Tutorial13 2017 BreezeTree SoftwareTerminator symbol addedThe cursor is positioned below the symbol, ready for the next entry. Also,the Start Flowcharting button is now disabled and the Stop Flowchartingbutton has become symbolsFlowBreeze watches for changes in worksheet content to generatesymbols. Anytime you edit a cell, that will trigger a "change event". Thesechange events are what FlowBreeze monitors to know that it needs to kickinto action. In this step, we will show you three things: Using the basic text-to-symbol technique. Creating a symbol using a keyword. Creating a symbol using a "step 1" into the cell and press Enter. As show below, FlowBreezegenerates the default Flowchart symbol - a process shape (rectangle). Alsonote that the first letter of "step 1" was automatically 4 help File14 2017 BreezeTree Software Next, we will generate a symbol using a keyword.

10 Keywords are specialwords that you assign to symbols and can be customized in the Settingswindow. The word "read" is preset as a keyword for the data symbol, soyou can type "read data" into the next cell to create the Data symbol, asshown below. Now, we will generate a symbol using a prefix. Like keywords, prefixes arespecial entries that you assign to specific symbols and can be customizedInteractive Flowcharting Tutorial15 2017 BreezeTree Softwarein the Settings window. Prefixes are placed at the start of an entry andmust end with a "prefix delimiter". The delimiters can be customized onthe General tab in the Settings "doc:print file" in the next cell. Since "doc:" is preset as a prefix forthe Document symbol, the prefix is stripped out from the entry and justthe words "Print file" are placed in the Document symbol. Creating a decision symbolDecisions are symbols that indicate a fork in the process. One feature ofFlowBreeze is that any entry containing a question mark (?)