Splitting and Parsing Columns for Asana Source Plans for Version 7.2

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Introduction

This article is focused on using the Column Splitting feature with OnePager Bundle Standalone and imported Asana source plans.

About Splitting and Parsing Fields from an Asana Source Plan

The OnePager column splitting feature allows you to duplicate task bars when a task in your Asana source plan is assigned to multiple resources (or anything else).

Asana source plans do not have many fields that can contain multiple data elements. One in particular that is used as an example in this article is the Followers field. The Followers field is populated by making multiple entries into the Assignee field using the Asana method described at their website. Whenever an Assignee is added, it becomes available in the list of Followers which are imported by OnePager Bundle as the chart is created. Both the Assignee and the Followers fields are available for display by OnePager in any of the five (5) text columns.

When the Followers field is used as the Splitting field, OnePager displays a task bar for each member in the Followers field.

Split Followers Example

Say you want to split task bars/milestone symbols based upon your Asana source plan’s Followers field as discussed above. As an example, the Asana source plan below shows the contents of the Assignee column that contains two entries:

P72-24 5 3-72-(1)-11022023.png

The source plan has several tasks with multiple Followers as is shown below. The desired chart configuration is to have its Swimlane organized by Resources with each swimlane and row within swimlanes sorted by the Start at date. The Template Properties form's Field Mappings tab has the Enable splitting on: checkbox checked ON with the Followers field in the adjacent window. This Template Properties form setting tells OnePager to do splitting and what field to examine to perform the splitting.

The original chart, created without splitting looks like this:

P72-24 5 9-72-(1A-1)-11062023.png

The chart above shows the Followers field as a OnePager chart text column With field splitting not turned ON, the data contained in the column is represented by separating them with commas.

This feature for Asana is limited to the Followers field. If Asana adds more fields with multiple data contents, OnePager can support splitting for these fields.

Enabling Splitting

To use this feature requires turning ON the feature in the Asana Template Properties form you intend to use to make the chart. The setting must be turned ON before the chart is created so launch OnePager Bundle from the desktop icon, click the NEW button on the OnePager Bundle Start form to access the OnePager choices form, select your Asana source plan, and type in the chart's title as shown here:

P72-24 5 3-72-(2A)-11022023.png

When you click the Next> button at the bottom of the form, OnePager accesses the second page of the OnePager choices form shown below:

P72-24 5 3-72-(2AA)-11022023.png

Clicking the Edit current template button accesses the current Template Properties form. Navigate to the Field Mappings tab on the form, check the Enable splitting on: checkbox to ON and (in this example) select the Followers field from the dropdown list provided. The results are shown here:

P72-24 5 3-72-(2AAA)-11022023.png

Click the Save and use button to complete the process and close the current Template Properties form returning you to the second page of the OnePager choices form show above.

Split Followers Field in the Chart

Clicking the Create new chart button completes the process and creates the chart with the column splitting feature in use. The chart with splitting looks like this:

P72-24 5 3-72-(2-1)-11062023.png

In the chart with column splitting shown above, there are now several more task bars in the Chart Editor than there were before. The task bar for Assemble Resource is now split into two (2) separate task bars, one for each of the Followers. The task bar for Project Charter Approves is also split into two (2) separate task bars, one for each of the Followers that were assigned to this task in the Asana source plan.

With this feature, you can use column splitting just like any other column by using the dropdowns in the Template Properties form or Chart Properties form to assign colors, highlight task bars and milestone symbols, and to define and label rows and swimlanes.

Splitting Resources and Task Links

When task bars with Data-Driven or manual Task Links are split, the Task Links (Data-Driven and manual) are not shown. Further, the Task Links that are now hidden and do not have entries in the Where are My Links? form.

Related Links

Templates versus Charts Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)
Editing with the Chart Properties form (Portal) Template Only Features for Asana Source Plans in OnePager

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