Graphs & Data Cells Tab for OnePager for Version 8.0

About the Graphs & Data Cells Tab

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

The Chart Properties form’s Graphs & Data Cells tab controls the creation and editing of potentially multiple graphs and tabular data cells in separate graph areas of the chart. The graph area(s) are located above and/or below the chart area as shown below:

The Graphs & Data Cells tab has multiple sub-tabs with controls for creating and editing both Graphs and Data Cells. These two configurations of the Graphs & Data Cells tab are shown below:

Active Graphs Mode - Chart Properties Form Graphs & Data Cells Tab – Panel #1 – Series A

As shown above, the Graphs & Data Cells tab has three (3) sub-tabs for Pane #1, Panel #2, and Panel #3. Each Panel is activated by clicking the Display as checkbox ON. In the illustration above, the Panel #1 is in Graphs mode and the Data Source(s) control group allows for three (3) Series of Graphs (i.e., Series A, Series B, and Series C) to be shown in a Panel. Shown above, the Series A checkbox is checked ON.

The Graphs & Data Cells tab shown below is in the Data Cells mode. The Data Cells mode provides for one tabular data cell presentation for each of the Panels.

Active Data Cell Mode - Chart Properties Form Graphs & Data Cells Tab – Panel #1

The Graphs & Data Cells tab is very flexible in that within each Panel in Graph mode you can configure up to three (3) graphs. Similarly, when each Panel is in Data Cell mode you can configure up to three (3) Panels of tabular data cells.

The Graphs & Data Cells tab shown above have several control groups that generally brings together controls by function. Each of these groups and their sub-control groups are covered in the sub-sections that follow.

Graph Mode Controls

Graph mode is activated by first clicking one of the three Panel sub-tab’s Display as checkbox ON and selecting Graph in the adjacent window dropdown as shown below:

Graph Mode Display as Control Group

When you click the Display as checkbox ON for a Panel and select the Graph mode, the Location, Time Units, and Graph Height controls are enabled. These three controls determine where the Panel appears in the selected graph area of the Chart (Bottom or Top), the alignment of the Graph for the Panel with respect to Time Axis Units, and the Graph Height in the graph area in the overall Chart.

Graph Mode Display as Control Group - Location

The Panel’s Graphs can be placed above the Chart area or below the Chart area as illustrated in the following two examples:

Graph Location Above the Chart Area

Graph Location Below the Chart Area

Since there are three Panels available and you have the option to locate Graphs above or below the Chart area, when multiple Graphs are planned, locating them above and below the Chart area may make the Chart appear cluttered. A potentially cluttered document is shown below:

Graph Mode Display as Control Group – Time Units

For each Panel the Time Unit options parallel the Time Unit options available for the Time Axes as illustrated below:

Depending on your needs, any of these Time Units (i.e., Tic Units) can be used in the Chart. However, we caution that using a Time Unit smaller than the Day may not provide pleasing results.

For more detailed information on Time Axis Time Units and related areas, please see the articles in the link table below:

Labeling Time Axis Levels
Changing the Chart’s Start/Finish Dates
Showing and Hiding Time Axis Levels and Cells
Switching Time Axis Levels
The Non-Linear Time Axis Feature
The Floating Time Axis Feature

Graph Mode Display as Control Group – Graph Height

Graph Height is a thumb-wheel control providing the capability to adjust the height of the Panel in the Graph area. Each Panel has its own Graph Height value and they are additive across all Panels. The unit of measure for the Graph Height control is inches or centimeters depending on the selection of the Current Template.

In the Illustration below, the Graph Height for Panel #1 is set to 1.00 inch:

Adding a second Panel increases the height of the Graph area as shown below:

Graph Mode Data Source(s) Control Group

The Data Source(s) control group in the Graph mode provides for three Series of Graphs (Series A, Series B, and Series C). When enabled, Series A is placed above Series B and Series B is places above Series C. The “stacking” of the Series is the same regardless if the Panel is placed in the top or bottom Graph area. In total, given that there are thee Panels, you have the option to configure up to nine (9) Series in a single Graph area or both Graph areas.

The controls in the Data Source(s) control group are shown in the illustration below:

Graph Mode Data Source(s) Control Group – Field

OnePager populates the Field dropdown from your source plan’s Field (Column) set that have the “potential” to act as time-series. These Fields (Columns) include cost fields, numeric quantity fields, certain string fields, and percentage fields. Excluded from the Field dropdown list are date fields, Boolean fields, and strings that contain non-numeric characters. The illustration below shows the Field dropdown list for a typical Microsoft Project source plan:

For more detailed information on the Field dropdown, please see the articles in the link table below:

Selecting Fields for Graphs & Data Cells in OnePager

Graph Mode Data Source(s) Control Group – Cumulative

When the Cumulative checkbox is checked ON, OnePager sums the values for the data points across the Panel and Series from left to right producing a Cumulative time-series curve. The illustration below shows the Cumulative checkbox for Panel #2:

The illustration below shows the difference between the Non-Cumulative Graph in Panel 1 and the Cumulative Graph is Panel 2:

For more detailed information on the Cumulative checkbox, please see the articles at the link in the table below:

Using the Cumulative Checkbox in Graphs & Data Cells in OnePager

Graph Mode Data Source(s) Control Group – Skip Zeros

The Skip Zeros checkbox, when checked ON, tells OnePager to ignore portions of the Graph that have zero values. The Skip Zeros checkbox is helpful when there are zero values in a Graph at the beginning of the timespan, at the end of the timespan or when the timespan includes weekend days when no cost are being accumulated, for example. The Skip Zeros checkbox is shown in the illustration below:

Below is an illustration of a daily Chart when the Skip Zeros checkbox is ON.

With the Skip Zeros checkbox checked ON, OnePager ignores the weekend zero Cost values and skips the weekend days where no Costs are accumulated.

For more detailed information on the Skip Zeros checkbox, please see the articles at the link in the table below:

Using the Skip Zeros Checkbox in Graphs & Data Cells

Graph Mode Data Source(s) Control Group – Interpolation

The default Interpolation setting is Linear meaning that OnePager takes the daily information from the source plan and performs a simple linear interpolation of that data based on the selected Time Unit. The data are shown in the Graph area based on this linear interpolation. The Time-phased interpolation option is more complex and applies to data imported from MS Project or Oracle Primavera P6 where these source plans are specifically configured to represent Time-phased data. The Interpolation dropdown list is shown below:

For more detailed information on the Interpolation dropdown and its options please see the information at the link provided below:

Selecting Interpolation Options for Graphs & Data Cells in OnePager

Graph Mode Data Source(s) Control Group – Include

The Include dropdown list provides you with the opportunity to override the Task Selection option you established in the OnePager choices form when you created the New Chart. The illustration below shows the options available for the Include dropdown:

For more detailed information on the Include dropdown and its options please see the information at the link provided below:

Selecting Include Options for Graphs & Data Cells in OnePager

Graph Mode Data Source(s) Control Group – Graph Type

The Graph Type dropdown list five (5) options that include: (1) Line (default), (2) Area, (3) Column, (4) Smooth Line, and (5) Smooth Area. The illustration below shows the Graph Type dropdown list:

The Graph Type dropdown is only available in Graph mode.

For more detailed information on the Graph Type dropdown and its options please see the information at the link provided below:

Selecting Graph Type Options for Graphs in OnePager

Graph Mode Data Source(s) Control Group – Series Style

Clicking the Series Style dropdown button access the Line Graph Format form only available in Graph mode as shown in the illustrations below:

The Line Graph Format form provides you with options for changing the Line Style as set by the Graph Type control dropdown options and the Data Point Style (optional) if you desire that point shape symbols in the Graph should display data point shape symbols. The Line Graph Format form is shown below:

For more detailed information on the Series Style dropdown button, the Line Graph Format form, its options, and examples, please see the information at the link provided below:

Selecting Series Style Options for Graphs in OnePager

Graph Mode Data Source(s) Control Group - Pivot Series A, B, & C Controls

In the Graphs mode you have the option to define three series of graphs (A, B, and C). The Pivot Series A, B, and C buttons provide access to controls for turning one or more of these line graphs into stacked bar graphs as explained in this sub-section.

The Pivot Series buttons for Series A and B are highlighted in the illustration below:

Clicking any of the three (3) Pivot Series buttons provides access to Graph Vertical or Horizontal Pivoting – Panel #n, Series x forms depending on the Graph Type selected. For example, for the Column Graph Type shown above, the Pivot Series A related form looks like this:

Vertical and Horizontal Pivoting is an intermediate capability of the Graphs/Data Cells feature. The capability is provided for the Graph Types shown in the table below:

All five Graph Types can be Vertically Pivoted. Only the Column Graph Type can be Horizontally Pivoted.

Graph Mode Data Source(s) Control Group – Combine Series Stack Vertically & Splay Horizontally

The Combine Series controls are enabled when two or more Series in a Panel are established as Stacked Columns or Stacked Areas in the Graph Type dropdown list and the Series are Pivoted. When the Combine Series controls are enabled you have the option to Stack the Series Vertically or Horizontally. A sample multiple Series configuration is illustrated below:

The Combine Series options are part of the intermediate capabilities for the new Graphs/Data Cells feature. We recommend becoming familiar with the articles shown in the table which follows.

For more detailed information on the Vertical and Horizontal Pivoting controls, please see the information at the link provided below:

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
Using Pivot Properties Controls for Graphs
Using Combine Series Controls for Graphs in OnePager

Graph Elements Control Group

The Graph Elements control group is available only in Graph mode. OnePager provides controls for you to specify the X and Y axes of the Graph Panel you define for the selected graph areas of the chart. These controls apply to all Panels and all Series within the Graph mode Panels. The controls for defining the X-axis and Y-axis are discussed below along with the controls for defining the Graph’s Legend and Borders. The top level controls in the Graph Elements control group are shown below:

The illustration above shows four (4) checkboxes that enable or disable the four Graph Element buttons contained in the Graph Elements control group. When enabled by checking the associated checkbox ON, the button accesses a form containing controls for you to define the associated properties for the Graph Element. These four forms are discussed in the sub-sections below.

For more detailed information on the Graph Elements controls please see the information at the link provided below:

Managing Graph Elements for Graphs in OnePager

Graph Elements Control Group - Y-Axis Properties - Panel #n Form

Clicking the Y-Axis checkbox ON enables the Y-Axis Properties button. Clicking the Y-Axis Properties button accesses the Y-Axis Properties form for the Panel that is currently enabled in the Graphs & Data Cells tab of the Chart Properties form. Shown below is the Y-Axis Properties form for Panel #1:

Each of the three (3) Panels available as sub-tabs on the Graphs & Data Cells tab in Graph mode in the Chart Properties form are identical and provide controls for defining the Axis Title and Tic Mark properties for the graphs contained in the Series within the Panel.

For more detailed information on the Y-Axis Properties – Panel #n form, please see the information at the link provided below:

Managing the Graph Y-Axis in OnePager

Graph Elements Control Group - X-Axis Properties - Panel #n Form

Clicking the X-Axis checkbox ON enables the X-Axis Properties… button. Clicking the X-Axis Properties button accesses the X-Axis Properties form for the Panel that is currently enabled in the Graphs & Data Cells tab of the Chart Properties form. Shown below is the X-Axis Properties form for Panel #1:

Each of the three (3) Panels available as sub-tabs on the Graphs & Data Cells tab in Graph mode in the Chart Properties form are identical and provide controls for defining the X-Axis Title and Labels for the graphs contained in the Series within the Panel.

For more detailed information on the X-Axis Properties – Panel #n form, please see the information at the link provided below:

Managing the Graph X-Axis in OnePager

Graph Elements Control Group - Legend Properties

Clicking the Legend checkbox ON enables the Legend Properties… button. Clicking the Legend Properties button accesses the Graph Legend Properties form for the Panel that is currently enabled in the Graphs & Data Cells tab of the Chart Properties form. Shown below is the Graph Legend Properties form for Panel #1:

Each of the three (3) Panels available as sub-tabs in the Graphs & Data Cells tab in Graph mode in the Chart Properties form are identical and provide controls for defining the Legend Title and Legend Items for the graphs contained in the Series within the Panel.

For more detailed information on the Graph Legend Properties – Panel #n form, please see the information at the link provided below:

Managing the Graph Legend in OnePager Charts

Graph Elements Control Group - Border Properties…

Clicking the Borders checkbox ON enables the Border Properties button. Clicking the Border Properties button accesses the Graph Borders – Panel #n form for the Panel that is currently enabled in the Graphs & Data Cells tab of the Chart Properties form. Shown below is the Graph Borders form for Panel #1:

Each of the three (3) Panels available as sub-tabs in the Graphs & Data Cells tab in Graph mode in the Chart Properties form are identical and provide controls for defining the Top Border and Bottom Border for the graphs contained in the Series within the Panel.

For more detailed information on the Graph Borders – Panel #n form, please see the information at the link provided below:

Managing Graph Border Properties in OnePager

Data Cells Mode Controls

Data Cells mode is activated by first clicking one of the three (3) Panel sub-tab’s Display as checkbox ON and selecting Data Cells option in the adjacent window dropdown as shown below:

Data Cells Mode Display as Control Group

When you click the Display as checkbox ON and select the Data Cells mode, the Location, Time Units, and Row Height controls are enabled. These three controls determine where a graph area appears in the chart (Bottom or Top), the alignment of the Data Cells for the Panel with respect to the Time Axis Units, and the Row Height of the graph area in the overall chart.

Data Cells Mode Display Control Group - Location

The Panel’s Data Cells can be placed above the Chart area or below the Chart area as illustrated in the following two examples:

Data Cells Location Above the Chart Area

'Data Cells Location Below the Chart Area

Since there are three Panels available and you have the option to locate tabular data cells above or below the Chart area, when multiple tabular data cells are planned, locating them above and below the Chart area may make the Chart appear cluttered. An example of a partially cluttered chart is shown below:

Data Cells Mode Display as Control Group – Time Units

For each Panel, the Time Unit options are parallel to the Time Unit options for the Time Axes as illustrated below:

Depending on your needs, any of these Time Units can be used in the Chart. However, we caution that using a Time Unit smaller than the Day may not provide pleasing results.

Data Cells Mode Display as Control Group – Row Height

Row Height is a thumb-wheel control providing the capability to adjust the height of the Data Cell mode Panel in the Graph area. Each Panel has its own Row Height value and they are additive. The unit of measure for the Row Height control is inches or centimeters depending on the selection of the Current Template.

In the Illustration below, the Row Height for Panel #1 is set to 0.5 inch:

Data Cells Location Above the Chart Area

Adding a second Panel with a Row Height of 0.5 inches increases the height of the Graph area to 1.0 inches as shown below:

Data Cells Mode Data Source(s) Control Group – Field

OnePager populates the Field dropdown from your source plan’s Field (Column) set that have the “potential” to act as time-series. These Fields (Columns) include cost fields, numeric quantity fields, some string type fields, and percentage fields. Excluded from the Field dropdown list are date fields and strings that contain non-numeric characters. The illustration below shows the Field dropdown list for a typical OnePager Pro source plan:

Data Cells Mode Data Source(s) Control Group – Cumulative

When the Cumulative checkbox is checked ON, OnePager sums the values for the Data Cells across the Panel from left to right producing a Cumulative time-series. The Cumulative checkbox is checked ON in the illustration that follows:

The illustration below shows the difference between the Non-Cumulative Data Cells in Panel #1 and the Cumulative Data Cells is Panel #2:

Data Cells Mode Data Source(s) Control Group – Interpolation

The default Interpolation setting is Linear meaning that OnePager takes the daily information from the source plan and performs a simple linear interpolation of that data based on the selected Time Unit. The data are shown in the graph area based on this linear interpolation. The Time-phased interpolation option is more complex and applies to data imported from MS Project or Oracle Primavera P6. The Interpolation dropdown list is shown below:

For more detailed information on the Interpolation dropdown and its options please see the information at the link provided below:

Selecting Interpolation Options for Graphs & Data Cells in OnePager

Data Cells Mode Data Source(s) Control Group – Include

The Include dropdown list provides you with the opportunity to override the Task Selection option you established in the OnePager choices form when you created the New Chart. The illustration below shows the options available for the Include dropdown:

For more detailed information on the Include dropdown and it’s options, please see the information at the link provided below:

Selecting Include Options for Graphs & Data Cells in OnePager

Data Cells Mode Formatting Control Group

The Data Cell mode Formatting control group contains controls for changing the properties of the Data Cell’s label, Data Cell value font properties, Data Cell background colors, and Border properties. Additionally, OnePager provides controls for defining Conditional Formatting Rules for several properties of the Data Cell Panel based on data imported from your source plan.

The following sub-sections cover the controls in the Data Cells mode Formatting control group.

Data Cells Mode Formatting Control Group – Font

Clicking the Font dropdown arrow in the Formatting control group access the standard Font properties form as shown below:

Using the Font properties form you have the option to change the Font type, Color, Size, Bold, Italic, or Underline properties of the Data Cell Panel’s data cell values as shown in the example below:

The resulting chart and graph area for the Data Cell Panel’s Label text is shown below:

The Font control is a quick and easy way to alter the main font properties of the Data Cell value text. More extensive editing can be performed by clicking the Data Cell Formatting button discussed in the next sub-section.

Data Cells Mode Formatting Control Group – Data Cell Formatting

Clicking the Data Cell Formatting button access the Panel’s Data Cell Formatting – Panel #n form as shown in the illustration below:

There is a separate Data Cell Formatting – Panel #n form for each of the three (3) Data Cells Panels. The form has three (3) control groups described below.

Data Cells Mode Formatting Control Group – Numeric Format

The Number Format sub-control group provides you with options for specifying and formatting the numeric quantities shown in the all data cells of the Panel. The options for each element of the Number Format control group are shown in the illustrations below:

Decimal Places and 1000 Separator Characters

Currency and Other Symbols

Applying the edits shown in the illustration above, the chart and Panel looks like this:

Multiplier

Applying the “K” Multiplier edit shown in the illustration above, the Chart and Panel looks like this:

For more detailed information on the Data Cell Formatting and available options, please see the information at the link provided below:

Managing Formatting for Data Cells in OnePager
Managing Data Cell Label and Data Cell Formatting in OnePager
Managing Number Formats for Data Cells in OnePager

Summary

The Graphs & Data Cells tab in the Chart Properties form provides you with all the controls required to define, create, and edit graphs and tabular data cells in the Graph areas of OnePager Charts. These controls manage the import of time-series data and their representation in the Graph areas.

You have the option to define three Panels of Graphs consisting of three Series each for a total of nine Graphs. You also have the option of defining three Panels of Data Cells in the Graph areas. At most you can have nine (9) Graphs OR three (3) data cell panels. Given these two modes, you can also define a mix of Graphs and tabular Data Cells.

For each mode, Graph mode and Data Cell mode, you have complete control over imported source data, Font properties, Alignment of text, and Background Colors.

Gantt Charts with Cost from Microsoft Project	Timeline with Cost From Microsoft Project
Gantt Charts with Work from Microsoft Project	Timeline with Work From Microsoft Project
Timeline with Financials from Primavera P6	Timeline with Cost from Smartsheet
Smartsheet Timeline with Key Milestones	Timeline with Hours Work from Primavera P6
Portfolio Budget Across Multiple Projects

Conditional Formatting Rules for Horizontal & Vertical Pivoted Graphs	Using Hover Boxes in the Chart & Graphs
Using Presentation Mode with OnePager	Managing Templates (Portal)
Gallery of Graph Types and Series Styles