Conditional Formatting Rules and the Legend for OnePager for Version 7.1

Introduction

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

Overview

Because Conditional Formatting Rules can become complex, OnePager provides a means to show the colors and shapes in the legend item text for task bars/milestone symbols involved in conditional formatting rules. Entries are added to the Legend, as is shown in this article, whenever a conditional formatting rule is applied to a task bar/milestone symbol's color or shape when the Legend is displayed in the chart. You always have the option to subsequently decide to edit these legend-item text item entries after the rules are applied to the chart.

For more information on editing the Legend, please see the article at: Legend Editing Controls for OnePager

The example that follows shows how the Legend is handled when conditional formatting rules are used with a simple Microsoft Project source plan.

Example

Suppose you have the Microsoft Project source plan shown below where the Text20 field is used to represent the project’s Phases. Highlighted below are four task bars of which three are in Phase THREE and one is in Phase END. In this example, suppose you want to represent these four task bars in black with a left pointing arrow task bar.

Example Microsoft Project Source Plan

Here is the proposed Microsoft Project source plan:

Basic Chart From Microsoft Project Source Plan

When the basic chart is created with round-robin color assigned from Text20 (Phase), it looks like this:

Conditional Formatting Rules

To implement the desired results for tasks in Phases THREE and END, you can create conditional formatting rules that look like this:

Conditionally Formatted Chart

When the chart is created, the highest priority rule shown above is applied, and the four task bars highlighted in the Microsoft Project source plan have their rules applied. Thus, task shapes I, J, K, L, and Q shows the results of applying the highest priority conditional formatting rule as shown here:

Notice' that the legend entry for Phase THREE shows that the Not O conditional formatting rule was applied to the task bars that have the black reverse arrow task bars.

Related Links

Conditional Import Filters (Portal)

Manual Editing Task/Milestone Shapes and Text Labels (Portal)

Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)

Modifying Decorations on Tasks/Milestones (Portal)

Conditional Formatting Overview

Adding Conditional Formatting Rules

Legend Editing Controls for OnePager

Editing with the Chart Properties form (Portal)

Managing Templates (Portal)

Gallery of Gradient and Hash Fill Patterns

Gallery of Dynamic Shapes and Emoji Symbols

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