FlowJo® Basic Tutorial ©2018
FlowJo® Basic Tutorial ©2018
FlowJo, its tutorials, documentation and web site are copyright © FlowJo, LLC 2018. All Rights Reserved.
FlowJo® Basic Tutorial Version 2.0 • Revision Date: January 1, 2018
TABLE OF CONTENTS ACTIVITIES
Add Samples to the Workspace.................................................................. 4
Introduction
Create a New Group.................................................................................... 6
Getting Started with FlowJo.......................................................... 3
Drag and Drop Samples to a Group............................................................ 7
Lesson 1—The FlowJo Workspace Window Check Sample Quality and View Properties of a Single Sample................. 9
Components of the Workspace Window....................................... 4 Check Sample Quality for all Samples in the Workspace............................ 9
The Taskbar and Ribbon................................................................ 4 Open a Graph Window............................................................................. 10
The Groups Pane........................................................................... 5 Draw an Ellipse Gate................................................................................. 11
The Samples Pane......................................................................... 8 Draw a Polygon Gate to Isolate Live Cells................................................. 13
Sample Quality Badge (Circle)...................................................... 8 Change Plot to a Histogram; Draw a Range Gate to Isolate CD3+ T Cells... 14
Draw a Quadrant Gate to Isolate CD4+ Versus CD8+ T Cells ................... 15
Lesson 2—The Graph Window and Gating
Draw a Rectangle Gate to Isolate Perforin+ CD8+ Cytotoxic T Cells......... 16
The Graph Window.....................................................................10
Use the T (Transformation) Button to Modify the Graph Plot Scaling
Components of the Graph Window............................................10 and Display............................................................................................... 17
Modifying the Data Scaling and Visual Display using Group Apply the Gating Hierarchy............................................................ 18
the T (Transformation) Button.....................................................16 Modify a Group-Owned Gate on a Single Sample.................................... 19
Applying a Gating Hierarchy to a Group.....................................18 Synchronize Group-Owned Gates............................................................. 20
Modifying a Group-Owned Gate.................................................19 Close Graph Windows............................................................................... 20
Lesson 3—Adding Statistics Add a Median Statistic to a Gated Population, then Group Apply............. 21
Group Apply the Statistic Node................................................................. 22
Statistics Band.............................................................................21
Add Multiple Statistics using the Add Statistic Window........................... 23
Add Statistic Window..................................................................23
Drag a Gated Population to the Layout Editor........................................... 25
Lesson 4—The Layout Editor Show the Gating Hierarchy Upstream of a Graph Plot Population........... 26
Components of the Layout Editor...............................................25 Change the Graph Plot Axis...................................................................... 27
Iteration......................................................................................30 Rename a Layout...................................................................................... 28
Batch Reporting..........................................................................31 Open the Graph Definition Properties...................................................... 28
Overlays......................................................................................34 Show a Background Grid in the Layout Editor Graph Plot........................ 29
Increase Font Size for Plot Axis Labels....................................................... 29
Lesson 5—The Table Editor
Iterate by Sample and Review Samples in the Layout Editor.................... 30
Components of the Table Editor..................................................40
Generate a Batch Report........................................................................... 32
Lesson 6—Saving the Analysis Modify Orientation of a Sample Iteration Batch Report........................... 32
File Formats................................................................................43 Batch Report as Web Page........................................................................ 33
Reconnecting to Data..................................................................44 Create a Dot Plot Overlay and Convert it to a Histogram.......................... 34
Learn More..................................................................................45 Modify the Line Style of a Single Histogram in the Overlay..................... 36
Modify the Histogram Overlay Colors....................................................... 37
Change the Layering of Histograms in the Overlay.................................. 38
Export Image............................................................................................ 38
Add Populations to the Table Editor and Generate a Table to Display....... 40
Rename a Row in the Table Editor............................................................ 41
Add Heat-Mapping to the Table Output.................................................... 41
Save the Table as a Text File....................................................................... 42
Save the Analysis as a Workspace (.wsp) File............................................ 43
The workspace is saved as a document with the file name extension .wsp. When you reopen the .wsp document, you see
the status of your analysis as it was when it was last saved.
This tutorial is designed to introduce you to the basics of the program. Reading through and performing the steps using
the provided data and workspace will give you a feel for the workflow through FlowJo.
The tutorial data is a 9-color panel designed to interrogate phenotypic and functional responses of human T cells
following stimulation with a mitogen. (See www.ncbi.nlm.nih.gov/pubmed/24464647 for more information about the
tutorial data.)
NOTE: To utilize the files distributed with this this tutorial, you must have a valid FlowJo license.
A free 30-day trial license is available using the link below. If you choose to continue without selecting a
license type, FlowJo can only load specifically enabled demonstration files, such as the 8-color data files.
Purchasing FlowJo
Send inquiries on purchasing a FlowJo license to: [email protected]
Technical Support
If you have specific questions regarding the functions or features of FlowJo, email Technical Support: [email protected]
Below the Taskbar is the ribbon, which contains six tabs with
the titles FlowJo, File, Edit, Workspace, Tools, and Configure. Clicking a tab gives you access to a different set of action
buttons in the ribbon. Each tab is further divided into bands, each with a title at the bottom. For example, the FlowJo tab
contains the Navigate, Experiment, Biology, and Help bands.
Mouseover Tooltip
The sample files load into the FlowJo workspace and appear as part of a new group called Basic Tutorial Data. The
files also populate the “All Samples” group. Sample file names are displayed in the Name column of the Samples
pane.
In the same way, the sample files load into the FlowJo workspace and appear as part of the “All Samples” group. Note
that a group with the file folder name is only created if you load at the level of a folder that contains sample files.
Add Samples
or drag-and-drop here
• The All Samples group, which contains all data files loaded into the workspace.
• The Compensation group, which automatically includes samples that contain the word “comp” or “unstained” in the
file name.
Groups allow you to organize your sample files so that you can perform analysis functions on subsets of samples within
the workspace.
Depending on your experimental setup, you can and should use groups to:
Name group
1. Click a group with samples in it to highlight it. This can be the All Samples group or the Basic Tutorial Data group.
Select the first four samples in the Samples pane (all include LD1 in the name).
2. Drag and drop those samples onto My Group. My Group now includes those samples.
Note that a single sample can be included in multiple groups (the samples
you added to your new group are still present in the All Samples and Basic
Tutorial Data groups). To remove a sample from a group:
The selected samples are removed from the selected group. Selecting and
deleting a sample from the All Samples group removes those samples
completely from the FlowJo workspace. Deleting a sample from any
group other than All Samples only removes that sample from the selected
group. If you accidentally remove a sample from the workspace and want
to bring it back in, simply drag and drop that sample file back into the
Samples pane, or use the Add Samples action button. The sample loads
back into the workspace.
Sample Badges—Immediately to the left of the sample names is a series of three icons known as sample badges.
The badge color indicates the stability of acquisition, ranging from blue (good quality), to green, purple, or red (poor
quality). If the color is yellow or red, you might have had some clogging or other disruption in the acquisition of events
during sample collection on the cytometer.
A properties window is displayed containing information on that sample, and a colored dot appears in the circle
badge. Blue or green indicated good stability during sample acquisition.
(Note that in flow cytometry, a ‘parameter’ generally refers to a specific fluorescent pulse measurement collected in a
single channel on the cytometer instrument. These measurements can represent the expression levels of specific cellular
proteins or represent other features of a cell, such as size, viability, DNA or membrane content, or functional processes
like metabolism and signaling.)
The Graph window provides tools to draw geometric gates on the events distributions. Creating a gate isolates the
events included within the gate, producing a ‘child’ population from the parent set of events. Creating a series of gates
on different measured parameters allows you to build a gating hierarchy or gating tree, which subsets the measured
events down to specific populations based on their expression of the measured parameters.
Gating tools are located at the top left corner of the window.
X and Y axis Labels specify which measured parameters are represented in the graph plot. Clicking the label for an axis
allows you to change which parameter is displayed on that axis.
A Transformation (T) button is found next to each axis label, which allows you to change the X or Y axis scaling.
Additional plot and gate display options are located in expandable bars at the bottom of the window.
6. Click and hold down the mouse button on one of the square gate handles along the edge of the gate, and drag the
handle to modify the size or shape of the ellipse.
7. Try to resize and orient the ellipse so that it encompasses the major population.
8. When you are happy with the size and shape of your ellipse gate, double-click within the gated area. This opens a
new Graph window isolating the events in that gate based on FSC and SSC parameters.
1. First, to display the ARD parameter in the graph window, click the Y axis Label. A list of available measured
parameters will be displayed. Select the Comp-AARD-A :: Dead parameter. The Y axis will change to display the
measured fluorescence of an aqua amine reactive dye (AARD).
2. Next, select the Polygon Gate tool.
3. Click within the plot to set the points to make up the polygon gate. Make as many sides as desired. Note that holding
down the Shift key modifies polygon gate side creation by limiting the angle to 45-degree increments.
4. Double-click to close the polygon and create the gate.
5. Give your gate a name such as “Live” and press OK
1. Double-click the CD3+ gate. A new Graph window opens containing only the CD3+ events. Change the X axis
parameter to display Comp-PE-TxRed-A :: CD4. Change the Y axis parameter to display Comp-PacBlue-A :: CD8.
2. Select the Spider Quad Gate tool.
3. Position the mouse cursor at the location you want the common vertex of the quad gates. Click the mouse button
once to make the quadrant gates appear. You have now created quadrant gates isolating CD4 vs. CD8 expressing T
cell populations.
4. Click any of the square handles, and drag the handle to a new position. You can move the quad gate vertex and
modify the angle of individual arms of the gate in this way.
1. Double-click the Q1: CD4-,CD8+ population to open a new Graph window containing only the CD8+ T cells. Change
the X axis parameter to display Comp-PE :: Perforin.
2. Select the Rectangle Gate tool. Position the mouse cursor where you would like one corner of the rectangle gate to
be, click and hold down the mouse button and drag the cursor diagonally, then release the mouse button to create
the gate.
3. Give your new gate a name, such as Perf+, and click OK. You have now isolated the Perforin+ cells within the CD8+ T
cell compartment.
1. Select Perforin
Modifying the Data Scaling and Visual Display using the T (Transformation) Button
Sometimes, depending on the type of flow cytometry file and how the acquisition software specifies the scaling of
measured parameters, the visual display of data is not initially ideal for viewing the entire data distribution. Parameter
scaling can be easily changed using the Transformation (T) button located next to the axis parameter label. Let’s
go ahead and modify the data display of the Perforin parameter and explore the scaling options available within a
biexponential (Biex) transform function. Note that a biexponential transform function displays the data in a linear scale
around zero and a log scale further out.
slider bar.
• Change the compression of the data around zero using the Width
Basis slider bar.
3. In the Extra Neg Decades box, try moving the slider bar to the left. This
shifts all the plot data to the left, giving less extra space on the low (negative)
end of the scale. Try setting the Extra Neg Decades to a value of 0.
4. In the Width Basis box, try sliding the With Basis Notice that moving the slider to the right compresses the data
around zero, and moving the slider to the left spreads the data out around zero. Set the Width basis back to 1 (-10).
5. On the right side of the window, highlight all parameters with a Comp- prefix.
6. Click Apply.
Maximum Range
Lesson 2—The Graph Window and Gating
The Transformation window will close and all selected parameters will receive the scaling changes made. In this case,
we’re just getting rid of some of the extra unused white space on the low (negative) end of the scale by reducing the extra
Neg Decades from 0.8 to 0, while keeping the same Maximum Range and Width Basis compression around zero. This
gives us more visual space to view the distribution of the Perforin expression profile. Each measured parameter can be
uniquely scaled to robustly visualize the distribution of events. Importantly, transformation does not change the raw
data, only the way it is scaled and displayed visually in the graph plot.
1. Select/highlight group
2. Select/highlight gates on a single sample
3. Right-click on selected gates and select
Copy analysis to group
Because we are done creating gates for now, let’s go ahead and close the open Graph windows to get them out of the way.
Options include event count, measurements of central tendency such as median or geometric mean fluorescence
intensity (MFI or GMF), coefficient of variation (CV), or frequency of any upstream population in the gating hierarchy,
among others.
Note that if the Statistics band only shows a single icon, it is collapsed. Widen the Workspace window until the
individual actions in the Statistics band are visible. If the buttons are grayed out, select a population.
As we’ve done previously, you can apply the statistics nodes to the gating tree for the entire group:
1. Select the gating group.
2. Select both black statistic nodes on the single sample where they currently reside.
3. Right-click the sample, and select Copy analysis to group.
The statistic nodes are applied to the group gating tree and samples therein, at the correct position within the gating
hierarchy.
End of Lesson 3—Adding Statistics
Tabs
Zoom
Thumbnail images are displayed to the right of the original plot showing the gating hierarchy used to define the
population of events in that original larger plot.
1. Right-click the graph axis label annotating the currently displayed parameter (example: Comp-PE-A :: Perforin).
2. Select a different parameter (example: Comp-Ax488-A :: p-ERK1_2) from the drop-down list.
The selected parameter is displayed in the Layout Editor plot. This capability allows you to quickly modify displayed
parameter information.
into the layout and are now observing the phenotypic and
functional properties of (example: CD8+).
Tabs
Parameters
Plot Options
Now that we know where the graph properties and formatting options are, let’s move on to reviewing data using the
iteration functions.
Iteration
Iteration functions are located in the Layout Editor tab, next to your list of Layouts. By default, you see two drop-down
menus: 1) Group and 2) Iterate by.
The Group menu allows for selection of a workspace group containing the samples you wish to focus on for review and
reporting, while the Iterate by menu controls the units over which you want to look at the samples within the selected
group.
To get an idea of how this works, let’s start by changing the Iterate by option from Off to Sample and review the samples
in a group.
Batch Reporting
Batch reporting, or ‘batching,’ in the Layout Editor enables the application of a layout (which can contain many plots and
statistics with user-defined formatting) to the selected group of samples across the selected Iterate by criteria.
For example, with the Iterate by setting set to Sample, the batch process applies the layout to each sample in the
specified group, displaying data from each sample one at a time.
Let’s give batching a try.
A layout is created with the suffix -Batch in the name. This layout contains plots and information for each sample in the
specified group, and individual sample data is tiled across the page with the orientation specified in the Batch options
(Rows or Columns and Up or Down). In this case we left the default settings so the layout and batched samples with
three columns across. Instead, let’s try the batch again, but change the orientation options to Two Rows Across.
Sample 1
Sample 8
*Note that the batching
process runs in order of Sample 8
the Workspace list
The sample tiles of the resulting two-rows-across batch report are oriented 4x2 because there are eight samples in the
Basic Tutorial Data group. Note that the batching process runs in order of the samples as they are listed in the Samples
pane.
Now let’s try batching to a Web Page report outside FlowJo.
Overlays
Now, we will create an overlay comparing multiple samples in the same graph plot.
10. Click OK
6. Click Save
ACTIVITY Add Populations to the Table Editor and Generate a Table to Display
Let’s bring some populations and statistics nodes into the Table Editor and generate a table to display.
1. In the Workspace window’s toolbar, click the latticework button to open the Table Editor, and position the
Workspace window and Table Editor side-by-side.
2. Select one or more populations and/or statistics nodes in the gating tree of a single sample in the workspace.
3. Drag and drop the selected nodes into the Table Editor. For each selected node, a row appears within the Table
Editor displaying the node gating hierarchy and type of statistic that is enumerated when the table is created.
4. In the Output band, click Create Table. The table is displayed in a new window below the Table Editor. Notice the
orientation of the output table relative to the Table Editor list: Each row in the Table Editor becomes a column in
the output table. Rows in the output table represent individual samples from the workspace group specified in the
Iteration options.
The table is saved in the destination specified, and can be opened with any text editor or spreadsheet program. Note that
you can also copy and paste the text from a displayed table to a spreadsheet to transfer information.
Also, if you wish to retain the heat map formatting, try saving the table as an HTML file. The HTML file opens as an
image in a web browser, including any visualization formatting.
Because we are done creating tables for now, close all the open Table Editor windows to get them out of the way.
File Formats
There are several different ways to save your analysis, depending on the need.
Workspace (WSP)—Saves the analysis and references to the data files. When you open the saved workspace, all the
analysis and data files are present. The data is not duplicated, but instead is pulled in from wherever the files are located
on a storage drive.
Archived Cytometry Standard (ACS)—Saves both the analysis and data files together in a zipped archive file. The data
and analysis are included, and stay with the file if it is moved.
Workspace Template (WSPT)—Saves the analysis structure of your workspace without data files. The analysis structure
of your workspace template can be applied to data files acquired in different experimental runs, as long as the measured
parameters are identical.
1. Click Save As
2. Select Save as Workspace (WSP) 3. Enter a name
4. Click Save
Saving your analysis as an archive (ACS) file should prevent you from ever needing to reconnect the data to that
workspace in future, because the file includes copies of the source data.
Learn More:
Product information: https://www.flowjo.com/solutions/flowjo
Complete official documentation: http://docs.flowjo.com/d2
FlowJo University’s product training resources: https://www.flowjo.com/learn/flowjo-university
Technical Support: https://www.flowjo.com/support