View source for Example of Function Option Use for OnePager for Version 8.0

==Introduction==

This article provides a short and simple example of how the '''Function option''' can be used in '''timeline '''charts to show '''imported data''' from your '''source plan''' in an innovative way.  In this example we use the '''Sum function option''' to create a '''text column''' that contains the '''sum of costs''' associated with a set of tasks that each have a '''cost value '''associated with them.  

==Importing the Source Plan==

The '''source plan''' for this example consists of a '''multi-project source plan''' shown below:

<center>[[File:P72-0_4_10_3-72-(1)-10232023.png]]</center>
<!--<center>P72-0_4_10_3-72-(1)-10232023.png</center>-->

The '''source plan '''above is a '''multi-project source plan''' with each '''project''' made up of a number of '''phases''' each with '''start/finish dates''', '''predecessors''', '''identification numbers''', '''resource names''', and, for our purpose here, a '''cost column'''.  Note that the '''Flag20 colu'''mn is set up such that the '''summary tasks''' are not '''imported''' to OnePager.

To keep things moving, we’ll go ahead and '''import''' the data using '''Flag20''' to select the rows to '''import''' and use a '''Multi-Project Timeline Template Properties''' form which produces an initial chart that is shown below:

<center>[[File:P72-0_4_10_3-72-(2)-10232023.png]]</center>
<!--<center>P72-0_4_10_3-72-(2)-10232023.png</center>-->

Each of the several '''multiple projects''' are shown as a '''swimlane''' containing all the task bar '''representing project phases'''.  OnePager automatically provides separate '''colors''' for each '''swimlane''' set of task bars and the '''project swimlanes''' are ordered by '''lowest start date''' as we’ll see shortly.

==Summarizing Project Cost ==

Our objective with the example is to have OnePager show each '''project’s cost''' in a '''text column''' associated with each '''swimlane'''.  To do this we need to tell OnePager what '''function options''' to use and where to apply them to achieve the goal.  This is done in the '''Chart Properties''' form’s '''Rows/Swimlanes''' tab as shown in the sequence of steps shown below:

<center>[[File:P80-12_07_3-72-(3-1)-06082025.png]]</center>
<!--<center>P80-12_07_3-72-(3-1)-06082025.png</center>-->

Using '''Function options''' is an '''intermediately complex operation''' in OnePager so it’s not surprising that there are several steps shown in the '''Chart Properties''' form’s '''Rows/Swimlanes''' tab in the illustration above.  Let’s go over each one of them:

::Step 1: Set the '''Left#1 Swimlane''' to be '''Grouped by''' the '''Level 1 summary name'''.  This will make the '''project names''' appear in the '''Left#1 Swimlane labels'''.

::Step 2: Since we want the '''projects''' ordered by '''start date''', we turn '''ON''' the '''Swimlane''' control group’s '''Sort on field:''' radio button and select the '''Start date''' in the dropdown list in '''ascending order'''.

::Step 3: In the same sub-control group, check the '''Function''' checkbox '''ON''' which '''enables''' the dropdown and select the '''Minimum function option'''.  Since there are '''multiple task bars '''in each '''Swimlane''' we want to make sure that the '''start date''' with the '''lowest value''' is selected for that '''Swimlane'''.

::Step 4: Going to the '''Text Columns''' control group, check the '''Display data from''' checkbox '''ON''' for the '''Left#1 text column'''.

::Step 5: Select the '''Cost column''' from the '''source plan’s''' dropdown list of '''imported source plan columns'''.

::Step 6: Check the '''Function''' checkbox '''ON''' in the '''Left#1 text column''' control group which '''enables''' the dropdown window showing the list of '''available function options'''.  Since we want to '''sum the cost values''' for each task in the '''Swimlane''', we select '''Sum''' as the '''function option''' to use.

::Step 7: Since the '''Cost column''' is a '''numeric type imported field''', OnePager gives you the option to '''format the numeric value''' and in this case we’ve selected to have no decimal planes, to use the comma to separate groups of digits, and use the dollar sign to establish the currency type.

::Last step: When the above settings are all made, click '''OK''' or '''Apply''' and OnePager updates the chart to look like this:

<center>[[File:P72-0_4_10_3-72-(4)-10232023.png]]</center>
<!--<center>P72-0_4_10_3-72-(4)-10232023.png</center>-->

As a further note, the '''Left#1 text column header''' inserts the word '''(Total)''' after the '''Left#1 text column heading''' to indicate that the '''text column''' is using a '''function option''', in this case the '''Sum'''.

==Related Links==

{| class="wikitable"
| [[Using Functions with Graphs & Data Cells in OnePager for Version 8.0 | Using Functions with Graphs & Data Cells in OnePager]] <!--7.3.9-80-->
| [[Conditional Formatting for Version 8.0 (Portal) | Conditional Formatting (Portal)]] <!--11.0.1-80-->
|-
| [[Conditional Formatting Rules for Task Bar/Milestone Symbol Decorations for OnePager for Version 8.0 | Conditional Formatting Rules for Task Bar/Milestone Symbol Decorations]] <!--11.15.3-80-->
| [[Conditional Formatting Rules for Text Columns and Rows for OnePager for Version 8.0 | Conditional Formatting Rules for Text Columns and Rows]] 11.17.1-80-->
|-
| [[Conditional Formatting Rules for Swimlanes for OnePager for Version 8.0 | Conditional Formatting Rules for Swimlanes]] <!--11.19.1-80-->
| [[Conditional Formatting Rules for Data Cells for OnePager for Version 8.0 | Conditional Formatting Rules for Data Cells for OnePager]] <!--11.21.1-80-->
|-
| [[Collecting, Formatting, and Sorting Task/Milestones into Rows for Version 8.0 | Collecting, Formatting, and Sorting Task/Milestones into Rows]] <!--12.01.1-80-->
| [[Creating, Formatting, and Sorting Swimlanes Levels for Version 8.0 | Creating, Formatting, and Sorting Swimlanes Levels]] <!--12.02.1-80-->
|-
| [[Creating and Formatting Text Columns for Version 8.0 | Creating and Formatting Text Columns]] <!--12.03.1-80-->
| [[Using Microsoft Project Alias Column Names in OnePager Text Column Headings for Version 8.0 | Using Microsoft Project Alias Column Names in OnePager Text Column Headings]] <!--12.06.1-80-->
|-
| [[Using Functions with Text Columns, Rows, and Swimlanes for OnePager for Version 8.0 | Using Functions with Text Columns, Rows, and Swimlanes for OnePager]] <!--12.07.1-80-->
| [[Snapshot-Dependent Text Columns for OnePager for Version 8.0 | Snapshot-Dependent Text Columns for OnePager]] <!--12.4.1-80-->
|}

(12.07.3-80)

[[Category:Version 8.0]]
[[Category:Charts]]
[[Category:Conditional Formatting]]
[[Category:Template Properties Form]]
[[Category:Chart Properties Form]]
[[Category:Functions]]
[[Category:Editing the Chart]]
[[Category:Task/Milestone Editing]]
[[Category:Labels]]
[[Category:Color Palettes]]
[[Category:Rows and Swimlanes]] 
[[Category:Mavericks]]
[[Category:OnePager Pro]]
[[Category:OnePager Express]]
[[Category:OnePager Bundle]]