Difference between revisions of "TEMPxx"

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==Overview==
 
==Overview==
  
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1) On occasion '''swimlane level cell labels''' and '''text column cell labels''' may contain '''text strings''' or '''values''' that are too '''wide''' to clearly fit in the '''horizontal space''' available.
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1) OnePager Express has the capability to manually '''re-order''' the '''Time Axis Levels''' shown in the chart very easily.
  
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2) The may happen because the '''Template Properties''' form being used has established '''swimlane cell''' and '''text column cell widths''' that are too narrow.
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2) The '''Time Axis Re-Ordering''' capability is available in the '''Template Properties''' and '''Chart Properties''' form's '''Time Axis''' tab's '''Top, Middle, and Bottom''' sub-tabs.
  
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3) More common, is the occurrence where '''source plan data fields imported''' into OnePager contain information that does not fit in the '''horizontal space''' available.
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===Re-Ordering Example===
  
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4) Where these occurrences are know prior to creating a OnePager chart, you have the option in the '''Template Properties''' form to set the '''widths''' of '''swimlane cells''' and '''text column cells''' before a chart is created.
+
3) Given the chart below where the '''Top''', '''Middle''', and '''Bottom Time Axis Levels '''in Year, Quarter, and Month are ordered from '''top''' to '''bottom''', you can '''exchange '''the '''Middle Level''' with the '''Top Level''' by clicking the '''up arrow '''in the '''Re-Order Levels''' control group in the '''Chart Properties ''' form shown below:
  
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5) Additionally, once a chart is created, there are controls in the '''Chart Properties''' form for '''globally''' adjusting the '''widths''' of '''swimlane cells''' and '''text column cells''' after chart creation.
+
<center>[[File:X70-22_3_6-70-(1)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(1)-11182020.png></center>
  
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6) Finally, there are manual '''editing''' techniques available to adjust these same '''swimlane cells''' and '''text column cells widths''' using your mouse in the '''Chart Editor'''.
 
  
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7) This article covers the '''global''' adjustment of '''swimlane cells''' and '''text column cells widths''' using the controls in the '''Chart Properties''' form.  Since the controls in the '''Template Properties''' form are exactly the same as those in the '''Chart Properties''' form, only the controls in the '''Chart Properties''' form are discussed.
+
4) When you click the '''Apply''' or '''OK '''button in the '''Chart Properties '''form the '''Top''' and '''Middle Levels '''are '''exchanged''' as shown here:
  
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8) This article also covers how to adjust the '''widths''' of '''swimlane cells''' and '''text column cells''' in the '''Chart Editor'''.
+
<center>[[File:X70-22_3_6-70-(2)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(12)-11182020.png></center>
  
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===Globally Adjusting Text Columns or Swimlane Levels===
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5) This is a useful shortcut when you want to make the '''exchange''' quickly without going through the process of manually accessing each '''Time Axis Levels '''involved and manually changing the '''Tic unit '''and '''Label format '''setting in each '''Time Axis Level''' participating in the '''exchange'''.
  
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1) The '''Chart Properties''' form's '''Rows/Swimlanes''' tab's '''Swimlanes''' and '''Text Columns''' control groups have identical '''dial window''' controls for adjusting '''swimlane cells''' and '''text column cells widths'''  as shown here:
+
==Re-Ordering Time Axis Levels ==
  
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<center>[[File:P70-12_8_1-(1)-7082020.png]]</center>
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===Top and Bottom Time Axis Displays in the Chart===
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<center>P70-12_8_1-(1)-7082020.png</center>
+
  
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====Text Column Width Adjustment in the Chart Properties Form====
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1) The chart can display '''Time Axis Levels''' at either the '''top''', '''bottom, '''or in both positions in the chart. 
  
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2) Additionally, for your convenience, there is an identical '''text column cell width dial window''' provided in the '''Text-Column Formatting - Left#n''' form for each of the five (5) '''text columns''' as shown below for the '''Left#3 text column''':
+
2) This is controlled in the '''Chart Properties '''form at the '''Time Axis '''tab’s '''Calendar '''sub-tab in the '''Formatting & Layout '''control group as shown below:
  
−
<center>[[File:P70-12_8_1-(2)-7082020.png]]</center>
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<center>[[File:X70-22_3_6-70-(3)-11182020.png]]</center>
−
<center>P70-12_8_1-(2)-7082020.png</center>
+
<center><X70-22_3_6-70-(3)-11182020.png></center>
  
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3) This control is useful when working with the '''Text-Column Formatting - Left#n''' form where it might not be convenient to revert back to the '''Chart Properties''' form's '''Rows/Swimlanes''' tab.
+
3) Identical controls for '''Time Axis Location''' are provided in the '''Template Properties '''form '''Time Axis '''tab '''Calendar '''sub-tab.
  
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====Swimlane Label Width Adjustment in the Chart Properties Form====
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4) If the '''Time Axis '''is being '''located''' at both the '''top''' and '''bottom''' of the chart, OnePager Express performs the '''exchange '''automatically for both '''Time Axis '''displays.
  
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4) Again, for your convenience, there is an identical '''swimlane level cell width dial window''' provided in the '''Swimlane Formatting - Left#n''' form for each of the three (3) '''swimlane levels''' as shown below for the '''Left#3 text column''':
+
5) The chart below '''locates''' the '''Time Axis '''at both the '''Top '''and '''Bottom '''of the chart:
  
−
<center>[[File:P70-12_8_1-(3)-7082020.png]]</center>
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<center>[[File:X70-22_3_6-70-(4)-11182020.png]]</center>
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<center>P70-12_8_1-(3)-7082020.png</center>
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<center><X70-22_3_6-70-(4)-11182020.png></center>
  
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5) Inn a fashion identical to the control in the '''Text-Column Formatting - Left#n''' form, this control is useful when working with the '''Swimlane Formatting - Left#n''' form where it might not be convenient to revert back to the '''Chart Properties''' form's '''Rows/Swimlanes''' tab.
+
6) If we use the '''Re-Order Levels''' control group in the '''Chart Properties '''form '''Time Axis '''tab’s '''Top Level '''sub-tab to '''exchange '''the '''Top Level '''with the '''Middle Level''', the two '''Time Axis '''displays in the chart above look like this''':'''
  
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===Examples===
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<center>[[File:X70-22_3_6-70-(5)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(5)-11182020.png></center>
  
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6) The chart below is configured with each '''swimlane level cell''' and each '''text column cell''' set to '''width 0.95''' to show how their contents look in a narrow '''horizontal space''':
+
7) Comparing the two illustrations above it is shown that the Year and Quarter '''Time Axis Tic Units''' in their respective '''Time Axis Levels''' are '''exchanged'''.
  
−
<center>[[File:P70-12_8_1-(4)-7082020.png]]</center>
+
===Floating Time Axis Displays and Re-Ordering===
−
<center>P70-12_8_1-(4)-7082020.png</center>
+
  
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7) In the illustration above, two of the '''swimlane levels''' and the single '''text column''' appear to have crowded '''labels'''.
+
8) If '''Floating Time Axes '''are '''located''' within the chart and the '''Floating Time Axis Levels''' are consistent with the '''Time Axis Level exchange '''being performed, OnePager Express makes appropriate '''exchanges '''for the '''Floating Time Axes''' as well.
  
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====Changing Swimlane Level Cell Widths - Example====
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9) Using the example above, three '''Floating Time Axes '''can be easily added to the original chart display.  
  
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8) This can be remedied in the '''Chart Properties''' form for the '''Left#2 and Left#3 swimlane level cells''' by using the '''Width dial window''' to increase the value to '''1.50''' as shown below:
+
10) For illustrative purposes the '''Floating Time Axes '''added to the chart are in '''Top Level '''to '''Bottom Level '''order although the '''Floating Time Axis '''order in the chart is immaterial to the example. 
  
−
<center>[[File:P70-12_8_1-(5)-7082020.png]]</center>
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11) The sample chart looks like this:
−
<center>P70-12_8_1-(5)-7082020.png</center>
+
  
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9) In a similar manner the '''width of the Left#3 swimlane level cells''' are increased from 0.95 to 1.50 as shown here:
+
<center>[[File:X70-22_3_6-70-(6-1)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(6-1)-11182020.png></center>
  
−
<center>[[File:P70-12_8_1-(6)-7082020.png]]</center>
+
12) If we use the '''Re-Order Levels''' control group in the '''Chart Properties '''form '''Time Axis '''tab’s '''Top Level '''sub-tab to again '''exchange '''the '''Top Level '''with the '''Middle Level''', the two '''Time Axis '''displays in the chart above with the '''Floating Time Axes '''look like this:
−
<center>P70-12_8_1-(6)-7082020.png</center>
+
  
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====Changing Text Column Widths - Example====
+
<center>[[File:X70-22_3_6-70-(7-1)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(7-1)-11182020.png></center>
  
−
9) Changing the crowded condition of the '''Left#3 text column cells''' follows similar steps involving the '''Width dial window''' found in the '''Text Columns''' controls group as shown below:
+
13) Comparing the pair of illustrations above with the '''Floating Time Axes''', it is shown that the Year and Quarter '''Time Axis Tic Units''' in their respective '''Time Axis Levels''' and '''Floating Time Axis Levels '''are '''exchanged'''.
  
−
<center>[[File:P70-12_8_1-(7)-7082020.png]]</center>
+
14) For more information on the '''Floating Time Axis''', please see the article at:  [[The Floating Time Axis Feature for OnePager Express for Version 7.0 | The Floating Time Axis Feature for OnePager Express]]. 22.3.10-70
−
<center>P70-12_8_1-(7)-7082020.png</center>
+
  
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10) The illustration above show that it was necessary to increase all the '''Left#3 text column cells''' because the contents of the '''source plan's Name field''' for each '''imported''' task required more '''horizontal space''' so the '''width''' was increased to '''3.00'''.
+
15) Where the '''Floating Time Axes located''' in the chart do not correspond exactly to those '''Time Axis Levels located '''in the '''Top''' and/or''' Bottom Time Axis locations''', OnePager Express performs the '''Time Axis Level exchange''' if the '''Floating Time Axis '''has at least one of the corresponding '''Time Axis Levels''' as illustrated below.
  
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11) The same results can be achieve if, in each of the examples above, the '''Text-Column Formatting - Left#n''' form or the '''Swimlanes Formatting - Left#n''' form is used and their respective '''Width dial window''' values are changed.
+
16) Suppose the '''Time Axes '''and '''Floating Time Axes '''are configured and '''located '''as shown below where the '''Floating Time Axes '''consist only of Quarters and Months:
  
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==Resizing Text Columns and Swimlane Labels==
+
<center>[[File:X70-22_3_6-70-(8)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(8)-11182020.png></center>
  
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1) If you need more space for the text in your '''text columns''' or '''swimlane labels''', you can '''resize''' them.
+
17) Performing the '''Time Axis Level re-ordering''' used in the previous examples (i.e., '''Exchanging '''the '''Top Time Axis Level '''with the '''Middle Time Axis Level'''), produces this result in the chart:
  
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2) Hover your mouse over the vertical edge of the '''text column''' or '''swimlane label''' and left click to drag it to the left or right:
+
<center>[[File:X70-22_3_6-70-(9)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(9)-11182020.png></center>
  
−
<center>[[File:P61-12_8_1-61-(1)-11022017.png]]</center>
+
18) The result above is that the '''Floating Time Axis Top Level '''is '''exchanged '''with the '''Floating Time Axis Middle Level''' as expected.
−
<center>P61-12_8_1-61-(1)-11022017.png</center>
+
  
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3) As you '''resize''' the '''label width''', the size of your overall OnePager document is adjusted accordingly.
+
19) However, since only the '''Middle '''and '''Bottom Floating Time Axes''' were inserted into the chart, the '''exchange''' only shows the Year replacing the Quarters in the '''Floating Time Axis location'''.
  
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4) '''Note''' There can be an impact on the output formatting for '''multi-page''' charts.
+
20) Since there can be several single or sets of '''Floating Time Axes located''' in the chart, '''exchanges''' of '''Levels''' are consistent depending on the '''Levels''' incorporated into the displayed '''Floating Time Axes'''.
  
−
==Resizing with Multiple Text Columns==
+
21) For more information on the '''Floating Time Axis''', please see the article at:  [[The Floating Time Axis Feature for OnePager Express for Version 7.0 | The Floating Time Axis Feature for OnePager Express]]. 22.3.10-70
  
−
1) When you have multiple '''text columns''' showing in the chart, you can resize them individually by using the procedure specified above. 
+
==Other Related Features==
  
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:a) The '''right border''' of the '''text column''' is used to '''resize''' the width of the '''text column''' to its immediate left. 
+
===Re-Ordering Time Axis Levels in the Template Form===
  
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:b) Grabbing the '''text column's''' vertical right border and dragging the mouse to the left or right '''resizes''' only that '''text column'''.
+
1) The '''Re-Order Levels''' control group shown in the '''Chart Properties '''form examples above is also available in the '''Template Properties '''form at the '''Time Axis '''tab’s '''Top''', '''Middle''', and '''Bottom Time Axis Levels''': 
  
−
:c) Any '''text columns''' to the right of the one being '''resized''' is simply moved intact to the right to accommodate the '''resized text column'''.
+
<center>[[File:X70-22_3_6-70-(10)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(10)-11182020.png></center>
  
−
2) The following shows how '''text columns''', for example, can be widened to accommodate the text.
+
2) Making '''exchanges''' in the '''Template Properties '''form applies these '''exchanges''' to any '''Chart Properties '''and chart created with the modified '''Template Properties '''form.
  
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:a) Here is a chart where the '''text column''' called '''Finish''' has insufficient width to display all the dates correctly:
+
3) It is important to remember when making '''edits''' to the '''Template Properties '''form that the form must be '''saved''' before it can be used successfully to create a chart and/or snapshots with the '''Template Properties '''form’s '''edits applied'''.
  
−
<center>[[File:P61-12_8_1-61-(1AA)-11022017.png]]</center>
+
4) For more information on the '''Template Properties '''form, please see the article at:  [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]]. 24.0.1-70
−
<center>P61-12_8_1-61-(1AA)-11022017.png</center>
+
  
−
:b) By using the mouse left click on the right most border of the '''Finish text column''' and moving to the right we can widen the it to make room for the entire date as shown below:
+
===Re-Ordering Time Axis Levels in Chart Properties Forms Converted into Template Forms===
  
−
<center>[[File:P61-12_8_1-61-(1BB)-11022017.png]]</center>
+
5) Conversely, if any '''Chart Properties '''form with '''exchanged Time Axis Levels '''is made into a '''Template Properties '''form and '''saved''', subsequent use of the '''saved''' '''Template Properties '''form utilizes the '''exchanged Time Axis Levels '''in charts and snapshots produced under the modified '''Template Properties '''form.
−
<center>P61-12_8_1-61-(1BB)-11022017.png</center>
+
  
−
==Automatic Resizing of Swimlanes Labels and Text Columns==
+
<center>[[File:X70-22_3_6-70-(11)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(11)-11182020.png></center>
  
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1) You can automatically resize the width of a '''swimlane label''' or '''text column''' by positioning the cursor on the right border of the '''swimlane label''' or '''text column''' and performing a double left-click when the '''double arrow''' cursor symbol appears.
+
6) For more information on '''Making a template from a chart''', please see this section in the article at: [[Managing the Current Template for Version 7.0#Making a Template from a Chart | Managing the Current Template - Making a Template from a Chart]]. 24.6.1-70
  
−
2) Suppose we have the chart shown below where the '''swimlane label''' text and '''text column''' text are wrapped and you want to resize these columns so that the text fits without changing the text '''font''':
+
==Related Links==
  
−
<center>[[File:P61-12_8_1-61-(2AA)-11022017.png]]</center>
+
[[The Floating Time Axis Feature for OnePager Express for Version 7.0 | The Floating Time Axis Feature for OnePager Express]] 22.3.10-70
−
<center>P61-12_8_1-61-(2AA)-11022017.png</center>
+
  
−
===Automatically Resize Swimlane Label===
+
[[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] 24.0.1-70
  
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3) To automatically resize the '''swimlane label''', place the cursor on the right border of the swimlane as shown below and double left-click when the '''double arrow''' cursor symbol is displayed:
+
[[Managing the Current Template for Version 7.0 | Managing the Current Template]] 24.6.1-70
  
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<center>[[File:P61-12_8_1-61-(3)-10022017.png]]</center>
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(22.3.6-70)
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<center>P61-12_8_1-61-(3)-10022017.png</center>
+
−
 
+
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===Automatically Resize An Text Column===
+
−
 
+
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4) In a similar way, you can resize any additional '''text columns''' by placing the cursor on its right border as shown below and double left-click when the '''double arrow''' cursor symbol is displayed:
+
−
 
+
−
<center>[[File:P61-12_8_1-61-(4)-11022017.png]]</center>
+
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<center>P61-12_8_1-61-(4)-11022017.png</center>
+
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+
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(12.8.1-70)
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[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
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[[Category:OnePager Express]]
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[[Category:Editing the Chart]]
 
[[Category:Charts]]
 
[[Category:Charts]]
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[[Category:Templates]]
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[[Category:Time Axis]]
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[[Category:Chart Properties Form]]
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[[Category:Time Axis Tab]]
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[[Category:Editing the Chart]]
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[[Category:Floating Time Axis]]
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[[Category:Rows and Swimlanes]]
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[[Category:Color Palettes]]
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[[Category:Labels]]
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[[Category:Snapshots]]
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[[Category:Text Columns]]
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[[Category:Template]]
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[[Category:Mavericks]]
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[[Category:Chart Properties]]
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[[Category:OnePager Pro]]
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[[Category:OnePager Express]]
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Latest revision as of 19:39, 19 November 2020

Overview

1) OnePager Express has the capability to manually re-order the Time Axis Levels shown in the chart very easily.

2) The Time Axis Re-Ordering capability is available in the Template Properties and Chart Properties form's Time Axis tab's Top, Middle, and Bottom sub-tabs.

Re-Ordering Example

3) Given the chart below where the Top, Middle, and Bottom Time Axis Levels in Year, Quarter, and Month are ordered from top to bottom, you can exchange the Middle Level with the Top Level by clicking the up arrow in the Re-Order Levels control group in the Chart Properties form shown below:

X70-22 3 6-70-(1)-11182020.png
<X70-22_3_6-70-(1)-11182020.png>


4) When you click the Apply or OK button in the Chart Properties form the Top and Middle Levels are exchanged as shown here:

X70-22 3 6-70-(2)-11182020.png
<X70-22_3_6-70-(12)-11182020.png>

5) This is a useful shortcut when you want to make the exchange quickly without going through the process of manually accessing each Time Axis Levels involved and manually changing the Tic unit and Label format setting in each Time Axis Level participating in the exchange.

Re-Ordering Time Axis Levels

Top and Bottom Time Axis Displays in the Chart

1) The chart can display Time Axis Levels at either the top, bottom, or in both positions in the chart.

2) This is controlled in the Chart Properties form at the Time Axis tab’s Calendar sub-tab in the Formatting & Layout control group as shown below:

X70-22 3 6-70-(3)-11182020.png
<X70-22_3_6-70-(3)-11182020.png>

3) Identical controls for Time Axis Location are provided in the Template Properties form Time Axis tab Calendar sub-tab.

4) If the Time Axis is being located at both the top and bottom of the chart, OnePager Express performs the exchange automatically for both Time Axis displays.

5) The chart below locates the Time Axis at both the Top and Bottom of the chart:

X70-22 3 6-70-(4)-11182020.png
<X70-22_3_6-70-(4)-11182020.png>

6) If we use the Re-Order Levels control group in the Chart Properties form Time Axis tab’s Top Level sub-tab to exchange the Top Level with the Middle Level, the two Time Axis displays in the chart above look like this:

X70-22 3 6-70-(5)-11182020.png
<X70-22_3_6-70-(5)-11182020.png>

7) Comparing the two illustrations above it is shown that the Year and Quarter Time Axis Tic Units in their respective Time Axis Levels are exchanged.

Floating Time Axis Displays and Re-Ordering

8) If Floating Time Axes are located within the chart and the Floating Time Axis Levels are consistent with the Time Axis Level exchange being performed, OnePager Express makes appropriate exchanges for the Floating Time Axes as well.

9) Using the example above, three Floating Time Axes can be easily added to the original chart display.

10) For illustrative purposes the Floating Time Axes added to the chart are in Top Level to Bottom Level order although the Floating Time Axis order in the chart is immaterial to the example.

11) The sample chart looks like this:

X70-22 3 6-70-(6-1)-11182020.png
<X70-22_3_6-70-(6-1)-11182020.png>

12) If we use the Re-Order Levels control group in the Chart Properties form Time Axis tab’s Top Level sub-tab to again exchange the Top Level with the Middle Level, the two Time Axis displays in the chart above with the Floating Time Axes look like this:

X70-22 3 6-70-(7-1)-11182020.png
<X70-22_3_6-70-(7-1)-11182020.png>

13) Comparing the pair of illustrations above with the Floating Time Axes, it is shown that the Year and Quarter Time Axis Tic Units in their respective Time Axis Levels and Floating Time Axis Levels are exchanged.

14) For more information on the Floating Time Axis, please see the article at: The Floating Time Axis Feature for OnePager Express. 22.3.10-70

15) Where the Floating Time Axes located in the chart do not correspond exactly to those Time Axis Levels located in the Top and/or Bottom Time Axis locations, OnePager Express performs the Time Axis Level exchange if the Floating Time Axis has at least one of the corresponding Time Axis Levels as illustrated below.

16) Suppose the Time Axes and Floating Time Axes are configured and located as shown below where the Floating Time Axes consist only of Quarters and Months:

X70-22 3 6-70-(8)-11182020.png
<X70-22_3_6-70-(8)-11182020.png>

17) Performing the Time Axis Level re-ordering used in the previous examples (i.e., Exchanging the Top Time Axis Level with the Middle Time Axis Level), produces this result in the chart:

X70-22 3 6-70-(9)-11182020.png
<X70-22_3_6-70-(9)-11182020.png>

18) The result above is that the Floating Time Axis Top Level is exchanged with the Floating Time Axis Middle Level as expected.

19) However, since only the Middle and Bottom Floating Time Axes were inserted into the chart, the exchange only shows the Year replacing the Quarters in the Floating Time Axis location.

20) Since there can be several single or sets of Floating Time Axes located in the chart, exchanges of Levels are consistent depending on the Levels incorporated into the displayed Floating Time Axes.

21) For more information on the Floating Time Axis, please see the article at: The Floating Time Axis Feature for OnePager Express. 22.3.10-70

Other Related Features

Re-Ordering Time Axis Levels in the Template Form

1) The Re-Order Levels control group shown in the Chart Properties form examples above is also available in the Template Properties form at the Time Axis tab’s Top, Middle, and Bottom Time Axis Levels:

X70-22 3 6-70-(10)-11182020.png
<X70-22_3_6-70-(10)-11182020.png>

2) Making exchanges in the Template Properties form applies these exchanges to any Chart Properties and chart created with the modified Template Properties form.

3) It is important to remember when making edits to the Template Properties form that the form must be saved before it can be used successfully to create a chart and/or snapshots with the Template Properties form’s edits applied.

4) For more information on the Template Properties form, please see the article at: Managing Templates (Portal). 24.0.1-70

Re-Ordering Time Axis Levels in Chart Properties Forms Converted into Template Forms

5) Conversely, if any Chart Properties form with exchanged Time Axis Levels is made into a Template Properties form and saved, subsequent use of the saved Template Properties form utilizes the exchanged Time Axis Levels in charts and snapshots produced under the modified Template Properties form.

X70-22 3 6-70-(11)-11182020.png
<X70-22_3_6-70-(11)-11182020.png>

6) For more information on Making a template from a chart, please see this section in the article at: Managing the Current Template - Making a Template from a Chart. 24.6.1-70

Related Links

The Floating Time Axis Feature for OnePager Express 22.3.10-70

Managing Templates (Portal) 24.0.1-70

Managing the Current Template 24.6.1-70

(22.3.6-70)

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