|
|
| Line 1: |
Line 1: |
| − | ==Overview==
| |
| | | | |
| − | 1) The overall capability of OnePager Express' '''Conditional Formatting Rules''' feature was explained in detail at this link: [[Conditional Formatting Overview for OnePager Express for Version 7.0 | Conditional Formatting Overview-OnePager Express]] 11.2.1-70.
| |
| − |
| |
| − | 2) Further, the procedure for '''adding''' rules to the '''Conditional Formatting Rules''' form was covered at this link: [[Adding Conditional Formatting Rules for OnePager Express for Version 7.0 | Adding Conditional Formatting Rules-OnePager Express]] 11.4.1-70.
| |
| − |
| |
| − | 3) The purpose of this article is to focus on '''conditional formatting''' involving Microsoft Excel '''Boolean''' fields (e.g., '''Team Available and Show It''', etc.) whose field values are confined to '''Yes''' or '''No''', '''TRUE''' or '''FALSE''' or alternatively, '''1''' or '''0'''.
| |
| − |
| |
| − | ==Example==
| |
| − |
| |
| − | ===Microsoft Excel Source Plan===
| |
| − |
| |
| − | 1) As an example, suppose we have the Microsoft Excel '''source plan''' shown below which consists of three '''phases''' and four '''resources''' consisting of '''Team 1, Team 2, Team 3, and Team 4'''.
| |
| − |
| |
| − | <center>[[File:X70-11_6_1-70-(1)-10012019.png]]</center>
| |
| − | <center>X70-11_6_1-70-(1)-10012019.png</center>
| |
| − |
| |
| − | 2) In the Microsoft Excel '''source plan''' above, the field titled '''Team Available''' is used to indicate the availability of each team with a '''TRUE''' or '''FALSE''' '''Boolean value.
| |
| − |
| |
| − | ===Unformatted OnePager Express Chart===
| |
| − |
| |
| − | 3) Creating a simple chart without '''Conditional Formatting''' rules produces this:
| |
| − |
| |
| − | <center>[[File:X70-11_6_1-70-(2)-10012019.png]]</center>
| |
| − | <center>X70-11_6_1-70-(2)-10012019.png</center>
| |
| − |
| |
| − | 4) Now suppose you want to represent any '''team''' that is '''Available''' (with '''Team Available = TRUE'''), regardless of the '''team name''' with a different task shape.
| |
| − |
| |
| − | ===Proposed Conditional Formatting Rule===
| |
| − |
| |
| − | 5) This can be done by creating the following '''Conditional Formatting Rule''' by accessing the '''Chart Properties''' form at its '''Task Bars''' tab and clicking the '''Manage Rule...''' button at the bottom of the form to access the '''Conditional Formatting Rules''' form filled out as shown below:
| |
| − |
| |
| − | <center>[[File:X70-11_6_1-70-(3)-10012019.png]]</center>
| |
| − | <center>X70-11_6_1-70-(3)-10012019.png</center>
| |
| − |
| |
| − | ===Chart With Conditional Formatting Rule Applied===
| |
| − |
| |
| − | 5) When the '''Conditional Formatting Rules''' are in place and the chart is created it looks like this:
| |
| − |
| |
| − | <center>[[File:X70-11_6_1-70-(4)-10012019.png]]</center>
| |
| − | <center>X70-11_6_1-70-(4)-10012019.png</center>
| |
| − |
| |
| − | 6) OnePager applies the '''Conditional Formatting Rule''' created through the '''Conditional Formatting Rules''' form, adjusts the '''Legend’s Title''', and provides a '''Legend Item''' to reflect the rule applied.
| |
| − |
| |
| − | 7) You can manually change the '''legend title text''' and '''legend item text''' as required. For more information on '''editing''' the '''Legend Title''' and/or '''Legend Items''', please see the article at: [[Editing, Repositioning Legend Items, and Formatting the Legend for Version 7.0 | Editing, Repositioning Legend Items, and Formatting the Legend ]] 15.3.1-70.
| |
| − |
| |
| − | ===Updating the Microsoft Excel Source Plan===
| |
| − |
| |
| − | 8) Should you later go back and change the '''Team Available''' field data in the Microsoft Excel '''source plan''', the next snapshot reflects the '''change''' by continuing to apply the rule.
| |
| − |
| |
| − | :a) Suppose that the situation has changed in terms of '''Team Available''' as shown below:
| |
| − |
| |
| − | <center>[[File:X70-11_6_1-70-(5)-10012019.png]]</center>
| |
| − | <center>X70-11_6_1-70-(5)-10012019.png</center>
| |
| − |
| |
| − | ===Second Snapshot Using the Updated Microsoft Excel Source Plan===
| |
| − |
| |
| − | :b) You can now create another snapshot the normal way and the chart now looks like this:
| |
| − |
| |
| − | <center>[[File:X70-11_6_1-70-(6)-10012019.png]]</center>
| |
| − | <center>X70-11_6_1-70-(6)-10012019.png</center>
| |
| − |
| |
| − | :c) '''Note''' that the task shapes with the new shape configurations are all associated with '''Teams''' that are now '''available'''.
| |
| − |
| |
| − | :d) OnePager retains the '''color''' associated with Teams for the new shape since the '''Color Action''' column in the '''Conditional Formatting''' rule is not involved in rule.
| |
| − |
| |
| − | ==Related Links==
| |
| − |
| |
| − | [[Conditional Import for Version 7.0 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-70
| |
| − |
| |
| − | [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-70
| |
| − |
| |
| − | [[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] 9.2.1-70
| |
| − |
| |
| − | [[Modifying Decorations on Tasks/Milestones for Version 7.0 (Portal) | Modifying Decorations on Tasks/Milestones (Portal)]] 10.0.1-70
| |
| − |
| |
| − | [[Conditional Formatting Overview for OnePager Pro for Version 7.0 | Conditional Formatting Overview-OnePager Pro]] 11.1.1-70
| |
| − |
| |
| − | [[Adding Conditional Formatting Rules for OnePager Express for Version 7.0 | Adding Conditional Formatting Rules-OnePager Express]] 11.4.1-70.
| |
| − |
| |
| − | [[Editing, Repositioning Legend Items, and Formatting the Legend for Version 7.0 | Editing, Repositioning Legend Items, and Formatting the Legend ]] 15.3.1-70
| |
| − |
| |
| − | [[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-70
| |
| − |
| |
| − | [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] 24.0.1-70
| |
| − |
| |
| − | ==Other Resources==
| |
| − |
| |
| − | [https://www.onepager.com/support/video_tutorials/conditional_formatting.html Conditional Formatting Tutorial Video]
| |
| − |
| |
| − | [https://www.onepager.com/community/blog/display-certainty-in-your-plan-by-using-conditional-formatting/ Blog-Display Certainty in Your Plan by Using Conditional Formatting]
| |
| − |
| |
| − | [https://www.onepager.com/community/blog/using-microsoft-project-flag-fields-with-onepager-pros-conditional-formatting-rules/ Using Microsoft Project Flag Fields with OnePager Pro's Conditional Formatting Rules]
| |
| − |
| |
| − | (11.6.1-70)
| |
| − |
| |
| − | [[Category:Version 7.0]]
| |
| − | [[Category:Charts]]
| |
| − | [[Category:Conditional Formatting]]
| |
| − | [[Category:Templates]]
| |
| − | [[Category:Chart Properties Form]]
| |
| − | [[Category:Editing the Chart]]
| |
| − | [[Category:Task/Milestone Editing]]
| |
| − | [[Category:Labels]]
| |
| − | [[Category:Color Palettes]]
| |
| − | [[Category:Row/Swimlane Borders]]
| |
| − | [[Category:Mavericks]]
| |
| − | [[Category:OnePager Express]]
| |
