Make an Interactive Flowchart in Excel

Here is an Interactive Flowcharting Tutorial – FlowBreeze Help.

This tutorial will take you through the steps to create a flowchart using the interactive flowcharting mode of FlowBreeze. Because FlowBreeze is an Excel add-in, it will load with Excel but the interactive text-to-flowchart generation remains idle until you start a flowcharting session. It will operate on only one worksheet at a time, so you can start a flowcharting session and switch over to another worksheet without fear that it will inadvertently generate a flowchart symbol any time you edit the sheet.

Start the flowcharting session

1. The first step to creating a flowchart is to click the Start Flowcharting button – labeled just Start in Excel 2000-2003. If you’re running the trial version, you’ll be greeted by a trial reminder and will need to click the “Continue” button.
2. You will be prompted with the Start Flowcharting window. Click OK. (For this tutorial, we will keep all of the default settings. For more information on the options, see the Start Window section.)
3. FlowBreeze will generate a Terminator symbol, as shown below.
Terminator symbol addedTerminator symbol added

The cursor is positioned below the symbol, ready for the next entry. Also, the Start Flowcharting button is now disabled and the Stop Flowcharting button has become enabled.

Add symbols

FlowBreeze watches for changes in worksheet content to generate symbols. Anytime you edit a cell, that will trigger a “change event”. These change events are what FlowBreeze monitors to know that it needs to kick into 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 prefix.

Type “step 1” into the cell and press Enter. As show below, FlowBreeze generates the default flowchart symbol – a process shape (rectangle). Also note that the first letter of “step 1” was automatically capitalized.

step-1-a   step-1-b

 

Next, we will generate a symbol using a keyword. Keywords are special words that you assign to symbols and can be customized in the Settings window. The word “read” is preset as a keyword for the data symbol, so you can type “read data” into the next cell to create the Data symbol, as shown below.

read-data-a   read-data-b

 

Now, we will generate a symbol using a prefix. Like keywords, prefixes are special entries that you assign to specific symbols and can be customized in the Settings window. Prefixes are placed at the start of an entry and must end with a “prefix delimiter”. The delimiters can be customized on the General tab in the Settings window.

 

Enter “doc:print file” in the next cell. Since “doc:” is preset as a prefix for the Document symbol, the prefix is stripped out from the entry and just the words “Print file” are placed in the Document symbol.

print-file-a   print-file-b

 

Creating a decision symbol

Decisions are symbols that indicate a fork in the process. One feature of FlowBreeze is that any entry containing a question mark (?) will generate a Decision symbol and branch labels, e.g., Yes/No, Pass/Fail, etc.

 

Enter the text “requires step 4?”.

 

FlowBreeze will add the Decision shape and prompt to add branch labels. (Note the default right label is “No” and the default bottom label is “Yes”). The labels are then added next to the decision, as shown below. You can disable this feature or change the default labels in on the Decisions tab of the Settings window.

add-branch-labels add-decision

 

Manually adding labels

For the decision, you were prompted to add labels, but there are times when you might want to add a label yourself. These are covered in detail in the Insert a Label section.

Flow line connector prompts

If FlowBreeze cannot detect which symbol you want to add a connector from, it will prompt you with the Add Flow Line Connector window. If you scroll down to the “Final sample flowchart” picture, you’ll see that “Step 5” was added.When FlowBreeze couldn’t detect the last symbol added, it will prompt for the shape from which to add a flow line connector. See the Flow Line Prompt section for more details.

Adding connector nodes

In the “Final sample flowchart” picture below, we added a “Step 4” in the same way we added “Step 1”. then we entered “A” on the spreadsheet after Step 4 to create a connector node. On-Page Connector nodes are circles that show a jump from one part of the flowchart to another. On the General tab of the Settings window, FlowBreeze can be configured to add a connector node when a 1 or 2 character ALL CAPS entry is made (e.g., A, B, AA, B1).

Stop the flowcharting session

To end the interactive flowcharting session, click the Stop Flowcharting button on the toolbar (labeled just Stop in Excel 2000-2003). Before you stop flowcharting, it’s a good idea to select the cell where you want to place the stop Terminator. FlowBreeze will use this as the default location to place the Terminator symbol. In our example, you will place it beneath “Step 5”.

Upon clicking the Stop button, FlowBreeze will display the “Add End Terminator?” window, shown below. In this window you can change the text (with the option to make the new text the default for the next time you flowchart), and you can change the cell where the Terminator should be added by clicking the Select Cell button. When you click Yes, the Terminator is added and the flowcharting session is completed.

Once the session is topped, FlowBreeze will no longer generate symbols from your entries, meaning you can go back to using the worksheet for normal Excel activities.

Add end terminator windowAdd end terminator window

 

Final sample flowchartFinal sample flowchart

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