REPLACING a Snapshot via Pull Operation - OnePager Express for Version 6.0
The purpose of these articles is to acquaint you with the new 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.
What is a Pull Operation?
A pull operation starts in the Project View Editor (PVE). That is, you already have OnePager running and decide to update the open project view or (rarely) create a new project view. In contrast, a push operation begins in the OnePager Express Start from which you make a new project view or update an existing project view.
We added the pull operation because we found that our users were often creating a project view, finding something in the source plan that they needed to change, going back to the source plan, making the change, and then re-launching OnePager to update the project view.
The pull update lets you open a project view and update it repeatedly as you edit its source plan. After each set of changes to the source plan, you can quickly see the effect on the screen by using OnePager’s new Data tab to pull the source plan changes into the project view.
The example below will illustrate a pull operation when replacing a snapshot.
1) Let’s suppose you have a Microsoft Excel source plan with an already created a snapshot for a particular date, say, 12/1/2015. However, on 12/3/2015 you receive new information that updates your Microsoft Excel source plan. You now want to update the project view’s snapshot for 12/1/2015 to reflect the new information.
2) Further, let’s suppose that there are two different project views created form this one Microsoft Excel source plan:
- (1) One for the PMO audience created with the Show It1 column and
- (2) The second created for the customer audience created with the Show It2 field. In this example, we’ll do a replacement for the PMO audience first and then do the same replacement for the customer audience.
3) Since the Microsoft Excel source plan was updated and now reflects the latest information for 12/3/2015 we just need to use the pull operation to bring in the updated Microsoft Excel source plan data and replace the snapshot.
Launching OnePager Express from the Desktop Icon
4) First, update the Microsoft Excel source plan with the updated data you want to replace in the snapshot.
5) Launch OPX from the desktop and when the OnePager Express Start form appears click the OPEN button which, in our example, will provide a dropdown menu with the name of the project view you wish to update by replacement. In this case it’s BlueGrass 2J-303-PMO-X as shown below:
6) The OPX desktop application will bring the selected project view up in the Project View Editor (PVE) window. This is the project view and snapshot we want to replace. To proceed with the replacement click the Data tab on the ribbon. The PVE will look like this:
Use the Microsoft Excel Source Plan to Replace a Snapshot
7) To perform the replacement of the snapshot showing in the PVE window, click the Replace Snapshot button on the Data tab as shown below:
8) OPX performs this action by invoking Microsoft Excel and loading the parent Microsoft Excel source plan and taking the results to update the snapshot as shown above.
9) For a project view with multiple snapshots it is important to make sure that you have selected the correct snapshot to display in the PVE window before clicking the Replace Snapshot button. OnePager knows which snapshot is being displayed and will replace the visible snapshot with data from the parent Microsoft Excel source plan. Navigating between snapshots in a multiple snapshot project view can be done prior to the above action by using the View tab on the ribbon as shown here:
10) The replaced snapshot for project view BlueGrass 2J-303-PMO-X is shown below:
11) Since we are using the OPX desktop application for this example, it was not necessary to launch Microsoft Excel first. As long as you’ve properly prepared your Microsoft Excel source plan just launching OPX from the desktop icon is basically all that is necessary to utilize the new pull operation.
12) At this point it is recommended that you save this the project view for access later.
Preparing a Second Project View for Snapshot Replacement
13) There are two ways of updating the second project view from the same Microsoft Excel source plan:
- (1) After saving the first project view, close the OPX desktop application and repeat the above process but using Show It2 to select the tasks.
- (2) Remain in the current OPX desktop application window and update the second project view from there.
14) Here we will demonstrate the second method as it is more efficient.
15) With the first project view visible in the PVE window, click on the File tab on the ribbon and then click the Open… tab on the page that appears. Then, click the project view for the customer audience as shown below:
16) When you click the desired project view name as shown above, OnePager will display that project view in a separate PVE window as shown here:
17) You may want to expand this PVE window. Now, navigate to the “Data” tab on the ribbon as shown below:
18) Clicking the Replace Snapshot button on the Data tab tells OPX to go to the parent Microsoft Excel source plan for this project view, perform the snapshot replacement under the control of the Show It2 field of the plan, and display the results in the current PVE window.
19) The replaced snapshot is shown below:
20) In this example we used the pull operation twice to update two project views from the same Microsoft Project source plan but using different flag fields. Now that the second project view is created, we recommend that it too be saved for future access.
Compare Results, Edit, Copy to PowerPoint
21) Once you are satisfied with your project views you may save them, copy them into Microsoft PowerPoint presentations, or share time in other ways.
22) The pull operation is an easy, fast, and convenient way to create multiple project views which will make you more efficient.