Creating a NEW Chart via Pull Operation - OnePager Pro for Version 7.0
The purpose of these articles is to acquaint you with the Pull features of OnePager Pro (OPP) and Express (OPX). There are eight (8) articles in this series, four (4) providing examples of the Pull feature for OPP and four (4) for OPX. Please see the links at the end of this article to access the rest of the series.
Creating a NEW chart via Pull is not the main reason why OnePager has Pull operations. This workflow is most useful when you only want to fill an empty Chart Editor by making a new chart. The real power of the Pull operation is to let you perform repeated snapshot REPLACE and snapshot ADD operations on an open chart. In other words, the Pull operation’s main purpose is to let you update the on-screen chart as you edit the chart's source plan.
What is a Pull Operation?
A Pull operation starts in the Chart Editor. That is, you already have OnePager running and decide to update the open chart or (rarely) create a new chart. In contrast, a Push operation begins in the OnePager Pro Start from which you make a new chart or update an existing chart. We added the Pull operation because we found that OnePager users were often creating a chart and finding something in the source plan that they needed to change. After recognizing the need for a change, they are going back to the source plan, making the change, and then re-launching OnePager to update the chart. The Pull operation lets you open a chart and update it repeatedly as you edit its source plan. After each set of changes to the source plan(s), you can quickly see the effect in the Chart Editor by using the OnePager Data ribbon tool bar tab to Pull the source plan changes into the chart.
For more information on Replacing a snapshot using the Pull operation, please see the article at: REPLACING a Snapshot via Pull Operation - OnePager Pro
And for more information on Adding a snapshot using the Pull operation, please see the article at: ADDING a Snapshot via Pull Operation - OnePager Pro
The example below illustrates creating a new chart.
Let’s suppose you have a Microsoft Project source plan that you want to present to two different audiences – Your Project Management Office (PMO) and your customer. However, before the presentation you want to quickly examine the two charts made by OnePager side-by-side. In preparation, you Flag the tasks and milestones to be imported for the PMO chart using Microsoft Project’s Flag20 field and put a Yes in the appropriate tasks and milestones entries in the source plan. You also decide to use Flag10 to show those tasks and milestones that you want to show to the customer. You use both the Flag20 and Flag10 fields in the source plan as shown below:
Preparing the First Chart
For the sake of this example, let's first use the OnePager Pro Add-in application to access the Microsoft Project source plan using the Flag20 field shown above. After the steps covered above are completed, OnePager creates a chart with the title shown below, using the Flag20 field and designates the snapshot with the date shown. The resulting chart looks like the following:
Since we are using the Add-in application of OPP, it was not necessary to re-launch Microsoft Project. As long as you’ve properly prepared your Microsoft Project source plan just launching OPP from the Add-in button on the Microsoft Project ADD-IN ribbon tool bar tab is basically all that is necessary to utilize the Pull feature. At this point it is recommended that you save this first chart for access later.
Preparing a Second Chart
There are two (2) ways of creating the second chart from the same Microsoft Project source plan:
- 1) After saving the first chart, close the OPP Add-in application and use the OPP Desktop application to repeat the above process by opening the second chart and then using the Flag10 field to select the tasks and milestones.
- 2) Remain in the current OPP Chart Editor window and create a second new chart from there.
The following demonstrates the second (2) method as it is more efficient. With the above chart saved and visible in the Chart Editor window, click on the File tab and then click the New… tab on the page that appears:
When you click the New… button as shown above, OnePager displays the OnePager choices (OPC) form in the Chart Editor. You can now use the OPC form to create the chart for the customer by giving the new chart a new name, specifying that the Flag field to be used is Flag10, and specifying the appropriate snapshot date as shown in the sequence below:
When the source plan is selected, the OPC form expands and provides you with the ability to uniquely name the new chart, specify the Flag field to use, and specify the snapshot date as is done in the illustration below:
With the new settings confirmed in the OPC form, click the Create new chart and OnePager uses your new settings to create the second chart and display it in the Chart Editor as shown below:
In this example, we used the OPP Add-in application to create two charts from the same Microsoft Project source plan but using different Flag fields. Now that the second chart is created, we recommend that it too be saved for future access.
Compare Results, Edit, Copy to PowerPoint
Once you are satisfied with your charts you can save them, copy them into Microsoft PowerPoint presentations, or share them in other ways. The Pull operation is an easy, fast, and convenient way to create multiple charts which makes you more efficient.