View source for ADDING a Snapshot via Pull Operation for Version 8.0

==Overview==

Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the features, function, controls, and manual '''edits''' apply equally to other OnePager editions that '''import''' from '''data sources''' like Microsoft Excel, Smartsheet,  Oracle Primavera P6, Microsoft Planner, Planisware Enterprise, Asana, and Wrike.

The real power of the '''Pull''' operation is to let you perform repeated snapshot '''ADD''' and snapshot '''REPLACE''' operations on an '''open''' chart.  In other words, the '''Pull''' operation’s main purpose is to let you '''update the on-screen chart''' as you '''edit''' the chart's '''source plan'''.

==What is a Pull Operation?==

A '''Pull''' operation starts in the '''Chart Editor'''.  That is, you already have OnePager running and decide to '''update the open chart''' or (rarely) create a '''new''' chart.  In contrast, a '''Push''' operation begins in the '''OnePager Pro Start''' from which you use to make a '''new''' chart or '''update an existing chart'''. We added the '''Pull''' operation because we found that OnePager users were often creating a chart and finding something in the '''source plan''' that they needed to change. After recognizing the need for a change, they are going back to the '''source plan''', making the change, and then re-launching OnePager to '''update the chart'''.   The '''Pull''' operation lets you '''open''' a chart and '''update it repeatedly''' as you '''edit''' its '''source plan'''.   After each set of changes to the '''source plan(s)''', you can quickly see the effect in the '''Chart Editor''' by using the OnePager '''Data''' ribbon tool bar tab to '''Pull''' the '''source plan''' changes into the chart.  

For more information on '''Creating a new chart with the Pull operation''' and '''Replacing a snapshot with the Pull Operation''', please see the articles at: 

<center>
{| class="wikitable"
| [[Creating a NEW Chart via Pull Operation Feature for Version 8.0 | Creating a NEW Chart via Pull Operation Feature]] <!--7.13.1-80-->
|-
| [[REPLACING a Snapshot via Pull Operation for Version 8.0 | REPLACING a Snapshot via Pull Operation]] <!--7.14.1-80-->
|}
</center>

The example below illustrates adding a snapshot.

==Adding a Snapshot Example==

Let’s suppose you have a Microsoft Project '''source plan''' with an existing snapshot for a particular '''date''', say, 8/14/2019.  Later on in the project, say on 8/30/2019 you receive '''updated''' status information that '''updates''' your Microsoft Project '''source plan'''.  You now want to '''add''' this latest status information to your chart as an '''additional''' snapshot for 8/30/2019 to reflect the new status information. Further, let’s suppose that there are two (2) different charts created from this one Microsoft Project '''source plan''': 

:1) One for the PMO audience created with the '''Flag20''' field and 

:2) The second created for the '''customer''' audience created with the '''Flag10''' field.  

In this example, we’ll do the '''addition''' for the PMO audience first and then do the same '''addition''' for the '''customer''' audience. Since the Microsoft Project '''source plan''' was '''updated''' and now reflects the latest status information for 8/30/2019 we need to use the '''Pull''' operation to bring in the '''updated''' Microsoft Project '''source plan''' data and '''add''' the snapshot.

===Launching OnePager Pro from Microsoft Project===

First, update the Microsoft Project '''source plan''' with the '''updated''' data you want to '''add''' in a '''new''' snapshot.  Launch '''OPP''' from the Microsoft Project and when the '''OnePager Pro Start''' form appears click the '''OPEN''' button which, in our example, provides a dropdown menu with the name of the chart you wish to '''update''' by '''adding''' a new snapshot.  In this case it’s '''BlueGrass Project Plan Report - Pro - PMO''' as shown below:

<center>[[File:P80-7_14_1-80-(1)-06232024.png]]</center>
<!--<center>P80-7_14_1-80-(1)-06232024.png</center>-->

The '''OPP Add-in''' application accesses the selected chart and places it '''Chart Editor'''.   This is the chart that has one snapshot currently for 8/14/2019 for which we want to '''add''' a second snapshot for 8/30/2019.   To proceed with the snapshot '''add''' click the OnePager '''Data''' ribbon tool bar tab and prepare to click the '''Add Snapshot''' button.  The '''Chart Editor''' looks like this:

<center>[[File:P70-7_15_1-70-(2)-08142019.png]]</center>
<!--<center>P70-7_15_1-70-(2)-08142019.png</center>-->

===Use the Microsoft Project Source Plan to Add a Snapshot===

To '''add''' a snapshot, click the '''Add Snapshot''' button on the OnePager '''Data''' ribbon tool bar tab.  A '''calendar''' dropdown appears.  Select the '''date''' of the '''new''' snapshot in the '''calendar''' and click '''OK''' in the calendar drop down as shown below:

<center>[[File:P70-7_15_1-70-(3)-08142019.png]]</center>
<!--<center>P70-7_15_1-70-(3)-08142019.png</center>-->

'''OPP''' '''adds''' the snapshot by loading the Microsoft Project '''source plan''' associated with the chart and uses it to '''add''' a new snapshot as shown above. The '''added''' snapshot for Chart '''BlueGrass Project Plan Report - Pro - PMO''' is shown below:

<center>[[File:P70-7_15_1-70-(4)-08142019.png]]</center>
<!--<center>P70-7_15_1-70-(4)-08142019.png</center>-->

For a chart with multiple snapshots it is important to make sure that you have selected the '''correct''' snapshot to display in the '''Chart Editor''' before clicking the '''Replace Snapshot''' button.  OnePager knows which snapshot is being displayed and '''replaces''' the visible snapshot with data from the parent Microsoft Project '''source plan'''.  Navigating between snapshots in a multiple snapshot chart can be done prior to the above action by using the OnePager '''View''' ribbon tool bar tab as shown here:

<center>[[File:P80-7_15_1-80-(4-2)-09152025.png]]</center>
<!--<center>P80-7_15_1-80-(4-2)-09152025.png</center>-->

Since we are using the '''OPP Add-in''' application for this example, it was not necessary to re-launch Microsoft Project.  As long as you’ve properly prepared your Microsoft Project '''source plan''' just launching '''OPP''' from Microsoft Project is all that is necessary to utilize the new '''Pull''' operation for '''adding''' a snapshot.  At this point it is recommended that you '''save''' this the chart for access later.

===Preparing a Second Chart for Adding a Snapshot===

There are two (2) ways of '''updating''' the second chart from the same Microsoft Project '''source plan''':

:1) After '''saving''' the first chart, close the '''OPP Add-in''' application and repeat the above process by opening the second chart and then using '''Flag10''' to select the tasks.

:2) Remain in the current '''OPP Add-in''' '''Chart Editor''' and '''update''' the second chart from there.

Here we demonstrates the second method as it is more efficient. With the above chart visible in the '''Chart Editor''', click on the OnePager '''File''' ribbon tool bar tab and then click the '''Open…''' tab on the page that appears.  Then click the chart for the '''customer''' audience as shown below:

<center>[[File:P70-7_14_1-70-(6)-12042020.png]]</center>
<!--<center><P70-7_14_1-70-(6)-12042020.png></center>-->

When you click the desired chart '''name''' as shown above, OnePager displays that chart in a separate '''Chart Editor''' as shown here:

<center>[[File:P80-7_14_1-80-(7-1)-09152025.png]]</center>
<!--<center>P80-7_14_1-80-(7-1)-09152025.png</center>-->

You can expand this '''Chart Editor''' window.  Now, navigate to the OnePager '''Data''' ribbon tool bar tab as shown below:

<center>[[File:P70-7_15_1-70-(5)-08142019.png]]</center>
<!--<center>P70-7_15_1-70-(5)-08142019.png</center>-->

Click the '''Add Snapshot''' button on the OnePager '''Data''' ribbon tool bar tab and select the '''new snapshot date''' from the dropdown '''calendar''' as shown previously.  This tells '''OPP''' to go to the Microsoft Project '''source plan''' for this chart (previously updated with the 8/30/2019 status information), perform the snapshot '''add''' function under the control of the '''Flag10''' field, and display the results in the current '''Chart Editor'''. The '''added''' snapshot is shown below:

<center>[[File:P70-7_15_1-70-(6)-08142019.png]]</center>
<!--<center>P70-7_15_1-70-(6)-08142019.png</center>-->

In this example, we used the '''Pull''' operation twice to '''update''' two charts from the same Microsoft Project '''source plan''' but using different '''Flag''' fields.  Now that the second chart is created, we recommend that it too be '''saved''' for future access.

===Compare Results, Edit, Copy to PowerPoint===

Once you are satisfied with your charts you can '''save''' them, '''copy''' them into Microsoft PowerPoint presentations, or '''share''' time in other ways. At the end of the '''ADD Snapshot''' process described in this article, your projects contains multiple snapshots.  You can move from one to another in the '''Chart Editor''' by going to the OnePager '''View''' ribbon tool bar tab on the ribbon and either click the '''Forward/Back''' buttons to switch from snapshot to snapshot or use the '''List All''' button to display snapshot dates associated with the chart as shown below:

<center>[[File:P80-7_15_1-80-(7-3)-098152025.png]]</center>
<!--<center>P80-7_15_1-80-(7-3)-09152025.png</center>-->

The '''Pull''' operation is an easy, fast, and convenient way to create multiple charts which makes you more efficient.

==Related Links==

{| class="wikitable"
| [[OnePager's Ribbon Tool Bar Data Tab for Version 8.0 | OnePager's Ribbon Tool Bar Data Tab]] <!--4.0.2.2.7-80-->
| [[OnePager's Ribbon Tool Bar View Tab for Version 8.0 | OnePager's Ribbon Tool Bar View Tab]] <!--4.0.2.2.9-80-->
|-
| [[OnePager's Ribbon Tool Bar File Page for Version 8.0 | OnePager's Ribbon Tool Bar File Page]] <!--4.0.2.2.11-80-->
| [[Creating a NEW Chart via Pull Operation Feature for Version 8.0 | Creating a NEW Chart via Pull Operation Feature]] <!--7.13.1-80-->
|-
| [[REPLACING a Snapshot via Pull Operation for Version 8.0 | REPLACING a Snapshot via Pull Operation]] <!--7.14.1-80-->
| [[Custom Update (Replacing) of a Snapshot via Pull Operation for Version 8.0 | Custom Update (Replacing) of a Snapshot via Pull Operation]] <!--7.16.1-80-->
|-
| [[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 8.0 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] <!--7.17.1-80-->
|}

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