Creating a NEW Chart - OnePager Express Add-in for Version 7.0

From OnePager Documentation
Jump to: navigation, search

Overview Flow Chart

X70-7 2 1-70-(1)-08062019.png

Procedures

Launch Microsoft Excel and bring up the desired Microsoft Excel source plan. Set a Flag field into the Microsoft Excel source plan. This is the Flag that OnePager uses to determine which rows to import. Determine which of the task/milestone rows in the plan are to be included and set the Flag cell to Yes for these while leaving the remainder of the task/milestone row’s Flag field set to No, 0, or blank. Click the OnePager button to launch OnePager to bring up the OnePager Express Start form.

X70-7 2 1-70-(2)-08062019.png

Alternatively, clicking the Template... button accesses a window with the Template which can be changed and saved.

X70-7 2 1-70-(3-1)-09092020.png

The Template's format is very similar to the OnePager Chart Properties form which is described elsewhere. It is, in fact, the source of what appears in the Chart Properties form. Once the desired changes to the current Template are made, save the Template and return to step 3) above. At the completion of step 5) click the NEW button and OnePager displays a OnePager choices (OPC) form as shown below:

X70-7 2 1-70-(4)-08062019.png

It is recommended that the chart name selected refer to both the project and, perhaps, the audience that is viewing the completed chart. Notice that the Select Tasks with "YES" in field: is showing Show It as a default. Most users select Show It to tell OnePager which task/milestone rows to import but any Boolean fields or any Number field can be used. It is important that the Flag field number represented in this window correspond to the Flag field containing the Yes and No data placed in the Microsoft Excel source plan.

The Snapshot date represents the time now or as-of date for the project report you are about to create. If the date created by OnePager does not reflect the status date required, change the date by using the calendar in the dropdown window. As the source plan changes later on, you can create additional snapshots to show changes consistently.

Finally, note that the Show field mappings checkbox is checked as shown above. Checking this checkbox and pressing the Next> button accesses the form shown below:

X70-7 2 1-70-(5)-08062019.png

This allows you to change which Microsoft Excel source plan fields are used for various purposes such as task name and start date. The Edit current template button also gives you a second chance to change many more initial properties of the chart. Once these choices are confirmed or changed, click the Create new chart button and OnePager imports the flagged data and make the chart.

Once the chart is created, you can edit the chart such as by clicking shapes and then using the controls on the ribbon or right-clicking, double-clicking, or dragging the shapes. When the desired editing is complete, click the Copy to Clipboard button on the ribbon and paste the chart into a Microsoft PowerPoint presentation, email message, or Microsoft Word document. If the chart contains more than one page, you can choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard. OnePager can save all charts and snapshots after editing.

Related Links

Creating a NEW Chart via Pull Operation - OnePager Pro

Creating a NEW Chart via Pull Operation - OnePager Express

REPLACING a Snapshot via Pull Operation - OnePager Pro

REPLACING a Snapshot via Pull Operation - OnePager Express

ADDING a Snapshot via Pull Operation - OnePager Pro

ADDING a Snapshot via Pull Operation - OnePager Express

Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro

Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express

Using the OnePager "Data" Tab's "Selected file(s)" Button

(7.2.1-70)