Creating a NEW Project View for OnePager Live Beta 2 (MS Excel Source)

Overview

7.2.1-OPL2 from 7.2.1-60 7/19/2017

Here are the steps to create a new project view:

Procedures

1) Launch Microsoft Excel and bring up the desired Microsoft Excel source plan.

2) Set a flag field into the Microsoft Excel source plan. This will be the flag that OnePager will use 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.

3) Click the OnePager button to launch OnePager to bring up the OnePager Express Start form.

a) Alternatively, clicking the Template... button will bring up a window with the Template which can be changed and saved.

b) The Template's format is very similar to the OnePager Project-View Properties (PVP) form which is described elsewhere. It is, in fact, the source of what appears in the PVP form.

c) Once the desired changes to the current Template are made, save the Template and return to step 3) above.

4) At the completion of step 3) click the NEW button and OnePager will display a OnePager choices (OPC) form as shown below:

a) It is recommended that the project view name selected refer to both the project and, perhaps, the audience that will be viewing the completed project view.

b) 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.

c) The Snapshot date represents the time nowor 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.

d) Finally, note that the Show field mappings checkbox is checked as shown above. Checking this checkbox and pressing the Next> button will take you to the form shown below:

5) 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 project view. Once these choices are confirmed or changed, click the Create new project view button and OnePager will import the flagged data and make the project view.

6) Once the project view is created, you may edit the project view such as by clicking shapes and then using the controls on the ribbon or right-clicking, double-clicking, or dragging the shapes.

7) When the desired editing is complete, click the Copy to Clipboard button on the ribbon and paste the graph into a Microsoft PowerPoint presentation, email message, or Microsoft Word document. If the project view contains more than one page, you may choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard.

8) OnePager can save all project views and snapshots after editing.

Related Links

Creating a NEW Project View via Pull Operation for MS Project Source 7.13.1-OPL2

Creating a NEW Project View via Pull Operation for MS Excel Source 7.13.2-OPL2

REPLACING a Snapshot via Pull Operation for MS Project Source 7.14.1-OPL2

REPLACING a Snapshot via Pull Operation for MS Excel Source 7.14.2-OPL2

ADDING a Snapshot via Pull Operation for MS Project Source 7.15.1-OPL2

ADDING a Snapshot via Pull Operation for MS Excel Source 7.15.2-OPL2

Custom Update (Replacing) of a Snapshot via Pull Operation for MS PRoject Source 7.16.1-OPL2

Custom Update (Replacing) of a Snapshot via Pull Operation for MS Excel Source 7.16.2-OPL2

Using the OnePager "Data" Tab's "Selected file(s)" Button 7.17.1-OPL2

(7.2.1-OPL2)