Conditional Formatting with Boolean Fields for OnePager Live Beta 2 (MS Excel Source)
11.6.1-OPL2 from 11.6.1-60 7/14/2017
The OnePager Conditional Formatting feature also supports Microsoft Excel Boolean fields which have only two values. That is, those fields whose values can be resolved to either a TRUE or a FALSE. OnePager supports these four values (i.e., Yes, No, True, or False).
1) As an example, suppose we have the Microsoft Excel source plan shown below which consists of three phases and resources consisting of four teams (Team 1, Team 2, Team 3, and Team 4).
2) In the Microsoft Excel source plan above, the field titled Team Available is actually a Boolean field.
3) Creating a simple project view without Conditional Formatting rules will produce something like this:
4) Now suppose you want to represent any team that is Available regardless of the team name with a different task shape. This can be done by creating the following Conditional Formatting rule by accessing the Template through the second page of the OnePager Choices (OPC) form:
5) When the Conditional Formatting Rules are in place and the project view is created it will look like this:
6) OnePager applies the Conditional Formatting Rule created through the Conditional Formatting Rules form, adjusts the legend’s title, and provides a legend item to reflect the rule applied. You can manually change the legend title text and legend item text as required.
7) Should you later go back and change the Team Available field in the Microsoft Excel source plan, the next OnePager snapshot will reflect the change by continuing to apply the rule.
- a) Suppose we want to put emphasis on Team 4 in the next snapshot. To do this it’s just a matter of changing the Team Available field in the Microsoft Excel source plan accordingly so it looks like this:
- b) You can now create another snapshot with OnePager the normal way and the project view will now look like this:
- c) Note that the tasks with the new shape are all associated with Team 2 and Team 4 and the legend is updated to reflect that Teams 2 and 4 are using the desired shape.