Difference between pages "Adding Conditional Formatting Rules for OnePager Pro for Version 7.0" and "Conditional Formatting for Version 7.2 (Portal)"

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==About Adding Conditional Formatting Rules==
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==Introduction to Conditional Formatting in OnePager==
  
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1) Use the following steps to '''add''' a '''conditional formatting rule''' or rules to the '''Conditional Formatting Rules''' form's grid:
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This series of article describes OnePager’s '''Conditional Formatting''' features. Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the feature's function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Smartsheet, and Oracle Primavera P6.
  
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2) From either the '''Task Bars''' or '''Milestones''' tab of the '''Chart Properties''' or '''Template Properties''' forms, click the '''Manage Rules...''' button:
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==About Conditional Formatting==
  
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<center>[[File:P70-11_3_1-70-(1)-09232019.png]]</center>
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'''Conditional formatting''' allows you to define a '''set of rules''' that alter the look of your chart as the data in your '''source plan''' changes.  
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<center>P70-11_3_1-70-(1)-09232019.png</center>
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3) You are now ready to '''add''' rules.  
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It goes beyond the '''dynamic color-coding''' feature described in the article at: [[Task Bars Tab for Version 7.1 | Task Bars Tab]] 21.3.1-71
  
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4) Click the '''Add Rule''' button and OnePager then creates a blank line in the window shown above so you can enter the first rule.
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The following elements can be defined by using '''conditional formatting''' rules:
  
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5) The line consists of three major components:  
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:* '''Shape''' (task bar or milestone symbol)
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:* '''Color''' (foreground color and background color)
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:* '''Fill Pattern''' (gradient and hash fill patterns)
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:* '''Height %'''
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:* '''Border Style'''
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:* '''Label Font Properties'''
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:* '''Label Position'''
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:* '''Legend Text'''
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:* '''Priority'''
  
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:a) the rule '''select'''  and '''enable/disable''' checkboxes,
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To go directly to the list of detailed articles for '''Conditional Formatting''' for OnePager, click here: [[Conditional Formatting for Version 7.2 (Portal)#Related Links | Related Links]] 11.0.1-72
  
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:b) the rule '''condition''' columns, and
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==Conditional Formatting Controls==
  
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:c) the rule '''action''' columns.  
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You can define '''conditional formatting''' rules either before or after you create new chart. To create rules before you create a chart, use the '''Template Properties''' form by navigating to the '''Task Bars''' or '''Milestones''' tab and navigating to the '''Conditional Formatting''' control group as shown below in the OnePager Pro '''Template Properties''' form:
  
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6) '''Adding''', '''editing''', '''copying''', and '''deleting''' '''conditional formatting rules''' is very similar to the process for doing the same with respect to '''Conditional Import Filter Rules''' which are described at this link:  [[Conditional Import for Version 7.0 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-70.
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<center>[[File:P71-11_0_1-71-(1-1)-03142022.png]]</center>
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<!--<center>P71-11_0_1-71-(1-1)-03142022.png</center>-->
  
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7) The sections that follow cover each of the major components of a '''conditional formatting rule'''.
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Clicking the '''Manage Rules...''' button in this control group accesses the  '''Conditional Formatting Rules''' form where you can '''add''', '''edit''', and '''delete conditional formatting rules'''.  
  
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==Rule Selection and Enable/Disable Checkboxes==
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Detailed articles are provided to assist you with using the '''Conditional Formatting''' feature for OnePager below:  [[Conditional Formatting for Version 7.2 (Portal)#Related Links | Related Links]] 11.0.1-71
  
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===Rule Selection Columns===
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The same '''Conditional Formatting''' control group is available in the OnePager '''Chart Properties''' form as well as the '''Template Properties''' form.
  
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1) The left most column in the grid, shown below, has the following function:
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===Conditional Formatting Example===
  
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<center>[[File:P70-11_3_1-70-(2A)-09232019.png]]</center>
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As an example, the following chart, used throughout this Wiki, is shown below with the application of '''Conditional Formatting''' rules to vary the shapes used for tasks to indicate the '''Resource Name''' associated with each task shape shown.
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<center>P70-11_3_1-70-(2A)-09232019.png</center>
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2) The '''Rule Select''' checkbox is provided so you can select the rule for '''editing''', '''copying''', or '''deletion'''.
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<center>[[File:P70-11_0_1-(2)-06052020.png]]</center>
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<!--<center>P70-11_0_1-(2)-06052020.png</center>-->
  
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===Enable/Disable or On Column===
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To achieve this result in the chart, below is the simple set of '''Conditional Formatting Rules''' used:
  
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3) The checkbox to the right of the '''Rule Select''' cell with the column heading of '''On''' provides control over turning the rule '''On''' and '''Off'''.
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<center>[[File:P71-11_0_1-71-(3)-01072022.png]]</center>
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<!--<center>P71-11_0_1-71-(3)-01072022.png</center>-->
  
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4) When the '''On''' checkbox in the column above is checked, the columns that include the rule '''conditions''' and '''actions''' are '''enabled'''.
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==Related Links==
  
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5) It may become useful to have sets of rules in the '''Conditional Formatting Rules''' form and by turning them '''On''' or '''Off''' as required you can achieve a variety of results.
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The articles listed in the table below describe OnePager’s '''Conditional Formatting''' feature.  Illustrations used in these articles are from OnePager Pro but the feature's function, controls, and manual edits apply equally to OnePager Express and OnePager Bundle.
  
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==Rule Condition Columns==
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<center>
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{| class="wikitable"
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| [[Conditional Formatting Overview for OnePager for Version 7.2 | Conditional Formatting Overview]] 11.1.1-72
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|-
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| [[Adding Conditional Formatting Rules for OnePager for Version 7.2 | Adding Conditional Formatting Rules]] 11.3.1-72
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|-
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| [[Conditional Formatting with Boolean Fields for OnePager for Version 7.2 | Conditional Formatting with Boolean Fields]] 11.5.1-72
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|-
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| [[Managing Conditional Formatting Rules for OnePager for Version 7.2 | Managing Conditional Formatting Rules]] 11.9.1-72
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|-
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| [[Conditional Formatting Rules and the Legend for OnePager for Version 7.2 | Conditional Formatting Rules and the Legend]] 11.11.1-72
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|-
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| [[Conditional Formatting Rules and the Template for OnePager for Version 7.2 | Conditional Formatting Rules and the Template]] 11.13.1-72
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|-
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| [[Conditional Formatting Actions for OnePager for Version 7.2 | Summary of Conditional Formatting Actions]] 11.7.1-72
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|}
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</center>
  
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1) There are three '''rule condition''' columns as shown below:
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[[Basic Workflows for Version 7.2 (Portal) | Basic Workflows (Portal)]] 7.0.1-72
  
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<center>[[File:P70-11_3_1-70-(2)-09232019.png]]</center>
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[[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.2 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-72
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<center>P70-11_3_1-70-(2)-09232019.png</center>
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===Field Column===
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[[Modifying Decorations on Tasks/Milestones for Version 7.2 (Portal) | Modifying Decorations on Tasks/Milestones (Portal)]] 10.0.1-72
  
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2) In the '''Field''' column shown below is a dropdown that allows you to select the field from your Microsoft Project '''source plan'''.  
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[[The Chart Legend for Version 7.1 (Portal) | The Chart Legend (Portal)]] 15.0.1-71
  
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<center>[[File:P70-11_3_1-70-(3)-09232019.png]]</center>
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[[Editing with the Chart Properties form for Version 7.1 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-71
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<center>P70-11_3_1-70-(3)-09232019.png</center>
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3) OnePager Pro '''imports''' all the fields from your Microsoft Project '''source plan''' so they are all available for use as a '''Field''' in a '''conditional formatting rule'''.
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===Operator Column===
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4)The '''Operator''' column shown below is a dropdown that allows you to pick from a list of operators depending on the '''data type''' of the '''Field''' selected as discussed above:
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<center>[[File:P70-11_3_1-70-(4)-09232019.png]]</center>
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<center>P70-11_3_1-70-(4)-09232019.png</center>
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5)  Since OnePager Pro knows the field '''type imported''' from your Microsoft Project '''source plan''', the '''Operator''' column shows the appropriate operator selections when the dropdown menu above is accessed.
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====Text String Field Types====
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6) For '''Text String''' field '''types''' there are four operators:
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:a) '''equal''',
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:b) '''not equal''',
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:c) '''Contains''', and
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:d) '''Does not contain'''.
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====Numeric and Data Field Types====
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7) For '''Numeric and Date''' field '''types''', the operators are shown here:
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<center>[[File:P70-11_3_1-70-(5)-09232019.png]]</center>
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<center>P70-11_3_1-70-(5)-09232019.png</center>
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8) For '''Numeric and Date''' field '''types''' there are six operators:
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:a) '''equal''',
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:b) '''not equal''',
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:c) '''less than'''
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:d) '''less than or equal'''
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:e) '''greater than'''
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:f) '''greater than or equal'''
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====Boolean Field Types====
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9) For '''Boolean''' fields '''types''' (i.e., '''Yes/No''', '''True/False''') the operators are shown below.
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<center>[[File:P70-11_3_1-70-(6)-09232019.png]]</center>
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<center>P70-11_3_1-70-(6)-09232019.png</center>
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10) For '''Boolean''' field '''types''' there are two operators that can be expressed in two different ways as shown below:
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:a) '''Yes''' or '''1'''
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:b) '''No''' or '''0'''
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11) The '''Value''' column is ghosted since selecting the '''Operator''' satisfies the need for a value.
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===Value Column===
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12) The '''Value''' column is the grid cell that you fill in that is the '''match''' desired against the '''Field Column''' given the contents of the '''Operator Column'''.
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====Boolean Field Types====
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13)  The '''Value''' column is not used when the '''Field''' column is a Microsoft Project '''Boolean type'''.
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====Text String Field Types====
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15)  For '''Text String type''' fields, any text that might appear in a Microsoft Project '''text string field''' can be typed in to the '''Value''' column's grid cell for a rule.
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:a) '''Note''' that for string '''matches''', it is permissible to have the '''Value''' column be a set of strings separated by commas. 
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:b) In this situation, the rule is '''matched''' when the column '''value is equal''' to '''any''' of the comma separated values.
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:c) To make the comparison between '''text''' data specified in the '''Field''' column of the '''Conditional Formatting Rules''' form, OnePager trims leading and trailing '''white''' space such as blanks or control characters. 
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:d) However, OnePager does not trim '''excess white space''' within a valid character string.
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====Numeric Field Types====
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16) For '''Numeric type''' '''matches''' any integer or integer with a decimal fraction is permissible.
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====Date Field Types====
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17) For '''Date type matches''' the '''Value Column''' provides the standard OnePager '''calendar''' when you click in the '''Value Column''' and the '''Field Column''' is a '''date type field''' as shown below:
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<center>[[File:P70-11_3_1-70-(6B)-09232019.png]]</center>
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<center>P70-11_3_1-70-(6B)-09232019.png</center>
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18) The '''Value''' column can be used to compare against '''today’s date''' by clicking the '''Today: ...''' checkbox in the '''Pick a date Calendar''' form shown above. 
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19) This is useful for establishing a rule where it is important to '''color''' or otherwise highlight a task whose '''Finish date''' is less than or equal to '''today’s date''', for example.
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===Applies to Column===
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20) OnePager Pro performs the evaluation and then '''applies''' the formats specified in the rule to the tasks or milestones or both as determined by the '''Applies to''' column as shown here: 
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<center>[[File:P70-11_3_1-70-(6A)-09232019.png]]</center>
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<center>P70-11_3_1-70-(6A)-09232019.png</center>
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21) To tell OnePager whether to apply a rule to tasks, to milestones, or to both, there are three options for the '''Applies to''' column as shown below:
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:a) Both
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:b) Tasks
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:c) Milestones
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==Rule Action Columns==
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1) The columns in the '''Conditional Formatting Rules''' form's grid following the '''Condition''' columns are nine (9) '''Action''' columns.
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2) When a '''condition''' in the rule '''matches or is true''' all valid '''actions''' are applied to the chart.
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3) If the rule's '''condition''' does '''not match or is false''' none of the '''actions''' specified in the '''Action''' columns are taken and applied to the chart.
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4)  The '''Conditional Formatting Rules''' form's grid has a '''horizontal scroll bar''' allowing you to scroll to the left or right to being all of the nine '''Action''' columns into view within the grid as shown in the illustrations below:
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<center>'''Horizontal Scroll Bar to the Far Left'''</center>
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<center>[[File:P70-11_3_1-70-(7)-09232019.png]]</center>
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<center>P70-11_3_1-70-(7)-09232019.png</center>
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<center>'''Horizontal Scroll Bar in the Middle'''</center>
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<center>[[File:P70-11_3_1-70-(8)-09232019.png]]</center>
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<center>P70-11_3_1-70-(8)-09232019.png</center>
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<center>'''Horizontal Scroll Bar to the Far Right'''</center>
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<center>[[File:P70-11_3_1-70-(9)-09232019.png]]</center>
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<center>P70-11_3_1-70-(9)-09232019.png</center>
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5) In the three illustrations above the thee '''Conditions''' columns of '''Field, Operator, and Value''' remain fixed in the grid and do not scroll left or right.
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==Related Links==
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[[Conditional Import for Version 7.0 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-70
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[[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] 24.0.1-71
  
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[[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
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[[Gallery of Dynamic Shapes and Emoji Symbols for Version 7.1 | Gallery of Dynamic Shapes and Emoji Symbols]] 29.3.1-71
  
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[[Modifying Decorations on Tasks/Milestones for Version 7.0 (Portal) | Modifying Decorations on Tasks/Milestones (Portal)]] 10.0.1-70
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==Other Resources==
  
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[[The Chart Legend for Version 7.0 (Portal) | The Chart Legend (Portal)]] 15.0.1-70
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[https://www.onepager.com/support/video_tutorials/conditional_formatting.html Conditional Formatting Tutorial Video]  <!--Conditional Formatting may expand in scope in version 7.2-->
  
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[[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-70
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[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]
  
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[[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] 24.0.1-70
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[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]
  
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(11.3.1-70)
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(11.0.1-72)
  
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[[Category:Version 7.0]]
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[[Category:Version 7.2]]
 
[[Category:Charts]]
 
[[Category:Charts]]
 
[[Category:Conditional Formatting]]
 
[[Category:Conditional Formatting]]
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[[Category:Templates]]
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[[Category:Template Properties Form]]
 
[[Category:Chart Properties Form]]
 
[[Category:Chart Properties Form]]
 
[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
 
[[Category:Task/Milestone Editing]]
 
[[Category:Task/Milestone Editing]]
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[[Category:Legend]]
 
[[Category:Labels]]
 
[[Category:Labels]]
 
[[Category:Color Palettes]]
 
[[Category:Color Palettes]]
Line 220: Line 107:
 
[[Category:Mavericks]]
 
[[Category:Mavericks]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
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[[Category:OnePager Express]]
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[[Category:OnePager Bundle]]

Revision as of 17:20, 20 May 2022

Introduction to Conditional Formatting in OnePager

This series of article describes OnePager’s Conditional Formatting features. Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the feature's function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Smartsheet, and Oracle Primavera P6.

About Conditional Formatting

Conditional formatting allows you to define a set of rules that alter the look of your chart as the data in your source plan changes.

It goes beyond the dynamic color-coding feature described in the article at: Task Bars Tab 21.3.1-71

The following elements can be defined by using conditional formatting rules:

  • Shape (task bar or milestone symbol)
  • Color (foreground color and background color)
  • Fill Pattern (gradient and hash fill patterns)
  • Height %
  • Border Style
  • Label Font Properties
  • Label Position
  • Legend Text
  • Priority

To go directly to the list of detailed articles for Conditional Formatting for OnePager, click here: Related Links 11.0.1-72

Conditional Formatting Controls

You can define conditional formatting rules either before or after you create new chart. To create rules before you create a chart, use the Template Properties form by navigating to the Task Bars or Milestones tab and navigating to the Conditional Formatting control group as shown below in the OnePager Pro Template Properties form:

P71-11 0 1-71-(1-1)-03142022.png

Clicking the Manage Rules... button in this control group accesses the Conditional Formatting Rules form where you can add, edit, and delete conditional formatting rules.

Detailed articles are provided to assist you with using the Conditional Formatting feature for OnePager below: Related Links 11.0.1-71

The same Conditional Formatting control group is available in the OnePager Chart Properties form as well as the Template Properties form.

Conditional Formatting Example

As an example, the following chart, used throughout this Wiki, is shown below with the application of Conditional Formatting rules to vary the shapes used for tasks to indicate the Resource Name associated with each task shape shown.

P70-11 0 1-(2)-06052020.png

To achieve this result in the chart, below is the simple set of Conditional Formatting Rules used:

P71-11 0 1-71-(3)-01072022.png

Related Links

The articles listed in the table below describe OnePager’s Conditional Formatting feature. Illustrations used in these articles are from OnePager Pro but the feature's function, controls, and manual edits apply equally to OnePager Express and OnePager Bundle.

Conditional Formatting Overview 11.1.1-72
Adding Conditional Formatting Rules 11.3.1-72
Conditional Formatting with Boolean Fields 11.5.1-72
Managing Conditional Formatting Rules 11.9.1-72
Conditional Formatting Rules and the Legend 11.11.1-72
Conditional Formatting Rules and the Template 11.13.1-72
Summary of Conditional Formatting Actions 11.7.1-72

Basic Workflows (Portal) 7.0.1-72

Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-72

Modifying Decorations on Tasks/Milestones (Portal) 10.0.1-72

The Chart Legend (Portal) 15.0.1-71

Editing with the Chart Properties form (Portal) 21.0.1-71

Managing Templates (Portal) 24.0.1-71

Gallery of Dynamic Shapes and Emoji Symbols 29.3.1-71

Other Resources

Conditional Formatting Tutorial Video

Blog-Display Certainty in Your Plan by Using Conditional Formatting

Using Microsoft Project Flag Fields with OnePager Pro's Conditional Formatting Rules

(11.0.1-72)

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