Creating & Editing Graphs In OnePager Charts for Version 8.0

Introduction

Illustrations used in this article are from OnePager Pro Add-in and Standalone using data from Microsoft Project, however, Graphs & Data Cells features, functions, controls, and editing apply equally to all OnePager Add-in and Standalone editions that import from data sources like Microsoft Excel, Smartsheet, Oracle Primavera P6, Planisware Enterprise, Asana, and Wrike. At present Microsoft Project Planner source plans do not provide time-series data that can be processed and displayed by the Graphs & Data Cells feature of OnePager.

This article describes the methodologies and techniques for creating Graphs using the OnePager Graphs & Data Cells feature. Graphs in OnePager are created from time-series fields (columns) imported from your source plan.

Creating Graphs

You have a great deal of flexibility when creating graphs with OnePager. The discussion below of Template Properties form overviews the properties you can control when creating graph displays in the graph areas.

Graph Panels

You have the option to create up to three (3) Graph Panels in which there are up to three (3) Graph Series to display time-series. Each Graph Panel has its own Display as checkbox, so any or all of the three Graph Series may be displayed in a single Panel in graph areas. The Panel sub-tabs are highlighted in the Template Properties form for Graphs in the illustration shown below:

Template Properties Form’s Graphs & Data Cells Tab for Graphs

As shown in the Template Properties form above, there are three Panels for graphs. Additionally, please note that each graph Panel contains controls for creating three Series of graphs per Panel.

Graph Panel Position Controls

For each Panel where you plan to display Graphs, you can locate the Panel at the top of the chart area or below the chart area, specify the Time Unit for the graph, and specify the Graph Height of the Panel in inches or centimeters. The controls for these properties are directly below the Panel sub-tabs as shown here:

Checking the Display as checkbox ON for any Panel automatically checks the Series A checkbox to ON.

A sample document showing three Graphic Panels at the top of the chart, using the Quarters as the time unit, and a Panel’s Graph Height of 2.0 inches is shown below:

Graph Panel Data Source(s) Control Group - Series

Each Graph Panel can have up to three Series which are designated Series A, Series B, and Series C. To show an example, the illustration below has Series A ON in graph Panel #1 while Series B and C are turned OFF:

Graph Panel Data Source(s) Control Group – Series Properties

Within each of the three (3) Series in a Panel for Graphs there are eight (8) controls. These controls allow you to specify the field (column) from the source plan that is used to create the graph, how you want that source plan data treated before the graph is displayed, and how the displayed graph is represented in the graph area.

You can also create up to three (3) graphs in a single Panel. This can be done using the methods described from creating multiple graphs in multiple Panels. However, when creating multiple graphs within a single Panel, please be aware that if you use the same Cost Field for two or more of the Series in the single Panel and the Graphs option are the same, one of the graphs may be obscured and you may not achieve the visual representation desired for your schedule conversation.

Further, it is not recommended that you use different field units for multiple Series in the same Panel as this is not supported by OnePager.

A complete discussion of these controls is provided in the article found at the link below:

Graph Mode Data Source(s) Control Group

Graph Panel Data Source(s) Control Group – Combine Series

The Combine Series sub-control group is enabled when two or more series in the Panel are set up to present Vertically or Horizontally Pivoted Column Graphs. The enabled Combined Series: sub-control group looks like this when Panel #1, Series A and Series B are set up as Graphs Column and Vertically Pivoted with respect to Resource Names:

The Chart Properties form’s Graphs & Data Cells tab above shows the creation of two Graph Series, (Series A and Series B), both with Column Graphs and both Pivoted Vertically using the Resource Names field as the pivot field for Series A and Text30 (Phase) for Series B.

The Combined Series control group is enabled because there are at least two Series that have Graphs set as Columns. When there are two or more Series in a Panel with Graph Types set to Column you have the option of combining them either in a Vertical Stack or Horizontally Splayed configuration across the timeline above or below the chart area.

When creating multiple graphs within a single Panel, please be aware that if you use the same Cost Field for two or more of the Series in the single Panel and the Graph types option are the same, one of the graphs may be obscured and you may not achieve the visual representation desired for your schedule conversation.

Further, it is not recommended that you use different field units for multiple Series in the same Panel as this is not supported by OnePager.

The next two sub-sections provide examples for graph areas containing two or more Column graphs that are Vertically Stacked and Horizontally Splayed.

Vertically Stacked Vertically Pivoted Column Graphs - Example

In the vertically stacked example both Series A and Series B need to be Pivoted Vertically as shown in the series of illustrations below.

The first step is to pivot Series A based on Resource Names. The Graph Vertical Pivoting – Panel 1, Series A form is shown below after the vertical pivoting operation completed:

The second step is to pivot Series B based on Text30 (Phase). The Graph Vertical Pivoting – Panel 1, Series B form is shown below after the vertical pivoting operation completed:

The forms shown above display the color assignments made by OnePager in the form of a Conditional Formatting Rules grid where you have the capability to edit the values in the columns and rows of the grid.

A complete discussion of the Combined Series control group is provided in the article found at the link below:

Using Combine Series Controls for Graphs in OnePager

At the completion of the setup described above, clicking the OK or Apply button on the Chart Properties form creates a Graph Area that looks like this for Panel #1, Series A and Series B that are Vertically Stacked:

In the illustration above, the controls in the Chart Properties form’s Graphs/Data Cells tab’s Graph Elements control group for the Legend Properties were used to highlight the Legend text in the Graph Area.

Horizontally Splayed Vertically Pivoted Column Graphs

You also have the option to represent the multiple Series of Column graphs that are Vertically Pivoted in a Horizontal Splayed configuration. To make the change simply click the Splay Horizontal button in the Combined Series control group as shown below:

After making the above edit, clicking the OK or Apply button on the Chart Properties form to reconfigure the Panel 1, Series A and B in the Chart’s top graph area to look like this:

In the above Chart, the graph area shows two Column Graphs configured from left to right in each Quarter of the timeline where Series A is represented as a Column Graph Horizontally Pivoted based on Resource Names and Series B represented as a Column Graph Horizontally Pivoted based on Text30 (Phase).

A complete discussion of the Combined Series control group is provided in the article found at the link below:

Using Combine Series Controls for Graphs in OnePager

Caution – Attempting Multiple Vertically Stacked Horizontally Pivoted Column Graphs

OnePager provides a warning message should you attempt to create two or more Series in Panel configured as Vertically Pivoted Column graphs as shown in the illustration below:

When the Combined Series is changed from Stacked Vertically to Splayed Horizontally, the resulting Graph area looks like this:

Graph Elements Control Group

The Graphic Elements control group in the Graph mode consists of four checkboxes used to enable and disable the four corresponding buttons as shown below:

Checking any of the above shown four checkboxes ON enables the adjacent buttons. The four checkboxes and buttons combinations provide control forms for:

Y-Axis Properties
X-Axis Properties (Enabled Only When the Panel has a Column Graph Horizontally Pivoted)
Graph Legend Properties
Graph Border Properties

These controls allow you to establish Y and X Axis properties, configure the Graph’s Legend, and establish the Borders for the Graph Panel. A complete discussion of these Graph Elements controls are provided in the article found at the link below:

Managing Graph Elements for Graphs in OnePager
Managing the Graph Y-Axis in OnePager
Managing the Graph X-Axis in OnePager
Managing the Graph Legend in OnePager Charts
Managing Graph Border Properties in OnePager
Graph Elements Control Group

Editing Graphs

Once a Chart contains a Graph and/or Data Cell Panels using the creation techniques available with the Template Properties and Chart Properties forms, it is easy to make edits to the Chart and the Graph Areas using these same tools. Making edits to an existing Graph and/or Data Cells Panel is a manner of accessing the current Chart Properties form, navigating to the Graphs/Data Cells tab, selecting the desired Panel and/or Series and using the controls to select alternative settings. You may have to access the available sub-forms to edit Y-Axes, X-Axes, the Graph Legend, Graph Border settings, and value formats. These sub-forms are all available from the Graphs/Data Cells tab.

Summary

This article describes the controls available on the on the Chart Properties form’s Graphs & Data Cells tab when the selected Panel is in Graph mode. There are three Panels in Graph mode, labeled Panel #1, Panel #2, and Panel #3. Each Panel has the capability to support three time-series graphs per Panel which are labeled Series A, Series B, and Series C. In Graph mode, the Graphs & Data Cells tab has all the controls necessary for creating a multitude of graphs in The Chart either above the chart area or below the chart area.

For more information on the process of creating graphs and Data Cells in OnePager using these controls, please see the article link in the table below:

Using Graphs & Data Cells in OnePager

Creating & Editing Graphs & Data Cells In OnePager Charts	Creating & Editing Data Cells In OnePager Charts
Creating & Editing Pivoted Graphs in OnePager Charts	Combining Horizontally Pivoted Column Graphs in Panels and Series in OnePager Charts
Combining Vertically Pivoted Graphs in Panels and Series in OnePager Charts	Managing Panels and Series for Graphs & Data Cells in OnePager Charts
Using Template Properties Forms to Create Graphs & Data Cells in OnePager Charts	Selecting Fields for Graphs & Data Cells in OnePager
Using the Skip Zeros Checkbox in Graphs & Data Cells	Selecting Interpolation Options for Graphs & Data Cells
Selecting Include Options for Graphs & Data Cells in OnePager	Selecting Graph Type Options for Graphs in OnePager
Selecting Series Style Options for Graphs in OnePager	Using Pivot Properties Controls for Graphs
Using Combine Series Controls for Graphs in OnePager	Managing Graph Elements for Graphs
Managing the Graph Y-Axis in OnePager	Managing the Graph X-Axis in OnePager
Managing the Graph Legend in OnePager Charts	Managing Graph Border Properties in OnePager
Managing Formatting for Data Cells	Managing Data Cell Label and Data Cell Formatting in OnePager
Managing Number Formats for Data Cells in OnePager	Snapshot-Dependent Graphs & Data Cells

Conditional Formatting Rules for Horizontal & Vertical Pivoted Graphs	Using Hover Boxes in the Chart & Graphs
Graphs & Data Cells Tab	Template Only Features for OnePager Pro
Gallery of Graphs and Pivot Options