Legend Editing Controls for OnePager Express for Version 7.0
- 1 About Legend Editing
- 2 Legend Global Editing
- 3 Using the Chart Properties Form’s Legend Tab
- 3.1 Layout Control Group
- 3.2 Legend-Item and Legend-Title Font Editing Controls
- 3.3 Legend Position Controls
- 3.4 Legend Width and Height Resizing Controls
- 3.5 Background Color Controls
- 3.6 Controlling Duplication of Legend Items
- 3.7 Make Title Automatically and Legend Title
- 3.8 Show Legend On: Control Group
- 3.9 Show or Hide Legend Elements Control Group
- 3.10 Freeze Legend When Updating
- 4 Editing the Legend with the Legend Context Menu
- 5 Editing Legend Items with the Legend Item Context Menu
- 5.1 Editing All Task Bars/Milestone Symbols in the Chart from the Legend
- 5.2 Edit Legend Item Form
- 5.3 Editing a Single Task Bar/Milestone Symbol in the Chart and the Legend
- 6 Related Links
About Legend Editing
The Legend can be shown or hidden in the chart as described in this article: Managing the Legend in the Chart
Additionally, the above article reference describes on how to move and resize the Legend in the chart.
Further, Legend positioning options are discussed in the article at: Legend Position Options for Multi-Page Outputs
The purpose of this article is to describe:
- 1) The controls available for editing the Legend globally before a chart is created
- 2) Editing operations using the Chart Properties form
- 3) Editing the Legend in the chart with the Legend’s context menu
- 4) Editing individual Legend items with their context menu.
Legend Global Editing
Global settings for the Legend are found in the Template Properties form’s Legend tab as shown below:
As shown above, the controls in the Legend tab are enabled when the Show legend checkbox is checked ON. Otherwise, all the controls in the Legend tab are disabled.
Above are the default setting for the Legend provided with all distributed Templates Properties for OnePager Express. Making edits to these settings impacts the Legend’s properties for all charts created with the edited Template Properties form. These Legend settings are carried forward to the Chart Properties form for all charts created with the associated Template Properties form and its settings in the Legend tab. Since the controls shown above for the Template Properties form’s Legend tab are identical to the controls for the Legend tab in the Chart Properties form, discussion of each control is focused on the Chart Properties form’s Legend tab in the section that follows.
Using the Chart Properties Form’s Legend Tab
The Legend tab for the Chart Properties form looks like this:
As with the Template Properties form’s Legend tab, the controls in the Chart Properties form’s Legend tab are not enabled and cannot be edited until the Show legend checkbox is checked ON. In the sub-sections that follow, each of the control groups and controls are discussed in detail.
Layout Control Group
The Layout control group consists of two (2) radio buttons that position the Legend either vertically in the chart or horizontally in the chart. The default setting is Vertical and OnePager positions the Legend, when shown, in the upper right corner of the graph. The illustration below shows the Legend with the Horizontal radio button selected.
OnePager initially positions the Horizontal Legend at the bottom of the graph. You can perform all the re-positioning, resizing, and editing operations on the Horizontal Legend as are available for the Vertical Legend. Additionally, the Horizontal Legend’s context menu can be accesses as well as each individual Legend Item’s context menu and all allowable edits can be made. The Horizontal Legend can be reconfigured to the Vertical Legend at any time and any edits made to the Horizontal Legend are retained in the Vertical Legend.
Legend-Item and Legend-Title Font Editing Controls
There are two sets of controls for editing font properties of the Legend-items and Legend-title. For both sets of controls, clicking the dropdown button in the window to the immediate right of the control’s label access the standard Font properties form as shown below:
There are six (6) controls in the Font properties form shown above which are standard in most applications involving text editing.
These controls include:
- 1) the Font Style, implemented as a dropdown list, includes the font styles installed on your computer.
- 2) The Size control is a dial window where you can either click up or down or type in a desired font size integer value.
- 3) Clicking the Color dropdown accesses the standard Color Chooser form.
- 4) The Bold button is a toggle that sets the selected text string as Bold text.
- 5) The Italics button, also a toggle, sets the selected text string as Italic text.
- 6) The Underline button operates as a toggle that sets the selected text strings Underline.
Legend Position Controls
The Legend position control group consists of a dropdown selection list and eight (8) radio buttons. The four (4) selection options for the dropdown list as shown below:
The detailed discussion and proper use of these controls can be found in the article at: Legend Position Options for Multi-Page Outputs
Legend Width and Height Resizing Controls
There two (2) controls are for editing the width and length of the Legend box in the chart as shown below:
Legend resizing using the controls in the Legend tab of the Chart Properties form is done exactly like using the corresponding controls for the Comment box at the Chart Properties form's Comment Boxes tab.
Given the similarity, detailed instructions for using the resizing controls shown for the Comment box can be found in this section in the article at: Creating and Managing Comment Boxes-Box Size Controls for Comment Boxes
Background Color Controls
The Background color controls for the Legend are positioned below the Width and Height controls shown in the illustration above. Clicking the window’s dropdown button accesses the standard Color Chooser form. You can use the standard Color Chooser form to select a background color for the Legend as well as use employ the No fill feature to give the Legend an appearance of transparency. As with resizing the Legend, the controls and approach for using the No fill feature is the same as the approach for Comment boxes.
Detailed instructions for using the No fill controls shown for the Comment box can be found in this section in the article at: Creating and Managing Comment Boxes-Using the No fill Feature
Controlling Duplication of Legend Items
The OnePager Legend can show all task bars and milestone symbols even if several of them have the same Color and Shape. This often resulted in unnecessarily busy-looking Legends. There is a control in the Template Properties and Chart Properties forms at the Legend tab giving you a checkbox to specifically tell OnePager Do not duplicate task/milestones items in the Legend regardless of their differences in color and/or shape. This is shown in the Chart Properties form’s Legend tab below:
As an example, the Legend below shows both a green milestone symbol item and red task bar with the Do not duplicate tasks/milestones checkbox checked OFF:
When the checkbox is checked ON, only the task bar for each color appears in the Legend. Legend items for milestone symbols can be suppressed by checking the Do not duplicate tasks/milestones checkbox is checked ON as shown below:
On occasion, it can become necessary when checking the Do not duplicate tasks/milestones checkbox On and Off to right-click on the Legend and then click the Rebuild Legend command in the context menu as shown below:
Performing this action tells OnePager to re-scan the graph and rebuild the Legend to assure that the appearance of the Legend corresponds to the information displayed in the Chart Editor.
Make Title Automatically and Legend Title
The Make title automatically checkbox, when checked ON (the default setting), tells OnePager to automatically generate the Legend title based on the Microsoft Excel source plan field name selected for Task Bar/Milestone Fill Color on the Task Bars or Milestone tabs on the Chart Properties form shown here:
When the checkbox is checked OFF, as shown below, the Legend title window under the Make title automatically checkbox is enabled and you can enter any desired Legend title for the Legend box displayed in the chart.
If the above illustrated edits are applied, the Legend looks like this:
If the Make title automatically checkbox is subsequently rechecked ON, the Legend title window is disabled. Its edited contents may remain in the window and the title of the Legend in the chart reverts to the Legend title selected for Task Bar/Milestone Fill Color on the Task Bars or Milestone tabs on the Chart Properties form as shown here:
The Make title automatically checkbox and the Legend title window are disabled on the Template form’s Legend tab.
Show Legend On: Control Group
The Show legend on: control group is provided to give you specific control over where the Legend is to appear on multi-page outputs. The default setting in the Template Properties and Chart Properties form’s Legend tab is All pages. You can click the Pages radio button in the control group to enable the entry of specific output page numbers or series of page numbers in the window to the immediate right of the radio button.
The entry window accepts:
- 1) Single integer digit values separated by a comma.
- 2) A starting page number followed by a dash and an ending page number.
- 3) Combinations of these are acceptable if separated by a comma as shown below:
Show or Hide Legend Elements Control Group
The Show or hide legend elements control group provides options for how the Legend can be configured in the chart. The Show or hide legend elements control group is shown here:
The default settings in the Template Properties and Chart Properties form’s Legend tab is to have the Title and Color/symbol items checkboxes checked ON. When the Gantt-bar diagram checkbox is checked ON, with the Title and Color/symbol items checkboxes checked ON as well, the Legend looks like this:
When the Gantt-bar diagram and Milestone diagram checkboxes are checked ON, with the Title and Color/symbol items checkboxes checked ON, the Legend looks like this:
Freeze Legend When Updating
The Freeze legend when updating checkbox, where the default setting is OFF, prevents the Legend from being updated if new tasks or milestone items are found by OnePager when you add or replace a snapshot. To prevent or freeze legend updates, check the Freeze legend when updating checkbox to ON in the Chart Properties form’s Legend tab as shown below:
Editing the Legend with the Legend Context Menu
Legend Context Menu
Once the Legend is displayed in the chart, a right click in a white space area accesses the Legend context menu as shown here:
Legend Context Menu Commands
The Legend context menu allows you to make adjustments to the overall format of the Legend itself with the following controls:
Clicking the Hide legend command causes the Legend to disappear from the chart no matter where the Legend happens to be positioned. To retrieve the Legend, go to the OnePager View ribbon tool bar tab and check the Legend checkbox in the Graphic Elements group ON. You can also go to the Chart Properties form’s Legend tab and check the Show legend checkbox ON.
Unhide All Items
The Unhide all items command is disabled unless one or more Legend items in the displayed Legend are hidden. When the Unhide all items command is enabled, clicking the command makes all previously hidden Legend items visible again.
The Rebuild Legend command tells OnePager to scan the chart and rebuild the Legend from scratch, incorporating any changes that were made to specific task bars/milestone symbol's properties. This is normally not necessary, but can be used if you think that the Legend has gotten out of sync with what is currently in the chart.
Edit Legend Title …
This command accesses Enter text form that lets you edit the Legend’s title as shown below:
Title font… This command access the OnePager standard Font properties form shown below that lets you edit the six (6) font properties of the Legend title:
This command also accesses the OnePager standard Font properties form shown above that lets you edit the six (6) font properties of all Legend item text appearing in the Legend (as opposed to the Legend’s title). When edits are made using the OnePager standard Font properties form, all displayed text Legend items are edited.
This commands accesses the OnePager standard Color Chooser form that lets you select the background color for the Legend. In addition to being able to use any color palette or color, you have the option to use the No fill feature for the Legend’s background.
Clicking the Order command displays an additional sub-context menu as shown below:
The sub-context menu for the Order command allows you to select any of the four (4) sub-commands that create the following results:
- 1) Bring to front. This sub-command puts the Legend in front of all other shapes in the chart.
- 2) Send to back. This sub-command puts the Legend behind all other foreground shapes in the chart (but not behind background shapes).
- 3) Bring forward. Selecting the Bring forward sub-command option steps the Legend’s Z-Axis position forward by one increment of Z-level. This is not very useful.
- 4) Send backward. This sub-command steps the Legend backward by one Z-level. This also is not very useful.
Editing Legend Items with the Legend Item Context Menu
Editing All Task Bars/Milestone Symbols in the Chart from the Legend
When the Legend and Legend items are displayed in the chart, a right click on a specific Legend item’s text or color bar accesses the legend right-click context menu as shown here:
You can also access the Edit Legend Item form by double-left clicking the color bar.
Edit Legend Item Form
The Edit Legend Item form has seven (7) specific controls for editing the Legend item’s text, the task bars/milestone symbol’s color, shape, and the position of the Legend item in the list of Legend items in the Legend as shown in more close up below:
Show Legend Item Checkbox
This checkbox is checked ON as the Legend item is shown and can thereby access the Edit Legend item form. Checking the checkbox OFF hides the selected Legend item after the OK button at the bottom of the form is clicked. To restore the hidden Legend item to visibility, you must access the Legend’s context menu as described in the previous section and click the Unhide all items command which is enabled in this circumstance.
Legend Text Window
When the form is accessed, the Legend text window contains the Legend text associated with the selected Legend item. To change the text content, type in the new Legend item text and either continue to edit or click OK to apply the change to the selected Legend item.
Clicking the dropdown button on the Color control accesses the standard Color Chooser form which is used to change the color of all task bars/milestone symbols in the chart associated with the selected Legend item. Making an edit of the color in this way updates the color of all task bar/milestone symbols associated with the selected Legend item in the current snapshot, historical snapshots, and all future snapshots where the associated task bar/milestone symbol appears. Some care needs to be exercised when using the No fill checkbox on the standard OnePager Color Chooser as checking the No fill checkbox ON makes the task bar/milestone symbol essentially transparent.
To illustrate this, suppose that the Prime Legend item’s color bar is double-left clicked to access the Edit Legend Item form and the Color dropdown button is clicked to access the Color Chooser form where the No fill checkbox is checked as shown below:
After you check the No fill checkbox ON the Color Chooser form disappears. With the action taken in the Color Chooser form, click the OK button on the Edit Legend Item form and the Prime task bars in the chart look like this:
As a note, unchecking the No fill checkbox to OFF is a three step process described in this section in the article at: Using the No Fill Option of the Color Chooser on Task/Milestone Fill Colors
Marker Symbols for Task Bars
If you select a task bar’s Legend item, the list of available shapes in the Marker Symbol window scroll list consists of those shapes associated with task bars as shown below:
Marker Symbols for Milestones
If you select a milestone symbol Legend item, the list of available shapes in the Marker Symbol window scroll list consists of those symbols associated with milestones as shown below:
The Sequence set of controls consist of an up arrow button, a down arrow button, and a window for the integer number position of the selected Legend item in the list. If the selected Legend item is the top most Legend item in the list, the up arrow button is disabled because the selected Legend item cannot be moved further up in the list. If the selected Legend item is the bottom most Legend item in the list, the down arrow button is disabled because the selected Legend item cannot be moved further down in the list. For any selected Legend item not occupying either a top or bottom position in the list, both up and down arrow buttons are enabled.
Clicking the up arrow button once moves the selected Legend item up one position in the list and decrements the value in the integer number window by one. The action is applied to the Legend when you click the OK button at the bottom of the Edit Legend Item form.
In a similar fashion, clicking the down arrow button once moves the selected Legend item down one position in the list and increments the value in the integer number window by one. The action is applied to the Legend when you click the OK button at the bottom of the Edit Legend Item form. You can observe the position of any selected Legend item in the list by consulting the integer number in the window between the up and down arrow buttons. Whenever the position of a selected Legend item changes in the list, the value of the integer number in the window is updated.
Editing a Single Task Bar/Milestone Symbol in the Chart and the Legend
Manually Editing A Single Task Bar
You can edit a single task bar/milestone symbol in the chart using the Change Task/Milestone Properties form as described in the article at: Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)
Some edits to individual task bar/milestone symbol properties can add entries to the Legend if the edit involves a change in color or shape.
For example, suppose we select a single task bar in the chart with a left click and then click the Format… button on the OnePager Home ribbon tool bar tab to access the Change Task/Milestone Properties form as shown below:
After making the desired task bar edit, click the OK button on the Change Task/Milestone Properties form and the chart and the Legend looks like this:
The single selected task bar exhibits its new shape and an entry for that shape is added to the Legend as a new Legend item.
For a more detailed description of other options, please see the section in the article at: Changing Individual Task/Milestone Shapes
Conditional Import Filters (Portal)
Creating Multi-Page Charts (Portal)
Manual Editing Task/Milestone Shapes and Text Labels (Portal)
Creating and Managing Comment Boxes
Creating and Managing Free Boxes-Resizing a Free Box
Editing with the Chart Properties form (Portal)
Legend Tab for OnePager Express