Difference between pages "Legend Position Options for Multi-Page Outputs" and "REPLACING a Snapshot via Pull Operation for Version 7.2"

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==Understanding Legend Positioning==
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==Overview==
  
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In addition to showing and hiding the legend on all pages or some pages, OnePager provides the controls in the “Project-View Properties” form and the “Template” form to make legend position decisions for the entire document and graph.  These controls allow you to position the legend either inside the graph or on the document at various points.  
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The real power of the '''Pull''' operation is to let you perform repeated snapshot '''REPLACE''' and snapshot '''ADD''' operations on an '''open''' chart.  In other words, the '''Pull''' operation’s main purpose is to let you '''update the on-screen chart''' as you '''edit''' the chart's '''source plan'''.  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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The concepts for legend docking positioning apply to both single and multi-page project views while the concepts for legend anchoring apply only to multi-page project views.  However, when creating multi-page views, some additional thought must be given to legend positioning. 
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==What is a Pull Operation?==
  
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There are four options available in OnePager for setting the initial position of the legend for single and multi-page project views.  These are:
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A '''Pull''' operation starts in the '''Chart Editor'''.  That is, you already have OnePager running and decide to '''update the open chart''' or (rarely) create a '''new''' chart.  In contrast, a '''Push''' operation begins in the '''OnePager Pro Start''' from which you use to make a '''new''' chart or '''update an existing chart'''. We added the '''Pull''' operation because we found that OnePager users were often creating a chart and finding something in the '''source plan''' that they needed to change. After recognizing the need for a change, they are going back to the '''source plan''', making the change, and then re-launching OnePager to '''update the chart'''.  The '''Pull''' operation lets you '''open''' a chart and '''update it repeatedly''' as you '''edit''' its '''source plan'''.  After each set of changes to the '''source plan(s)''', you can quickly see the effect in the '''Chart Editor''' by using the OnePager '''Data''' ribbon tool bar tab to '''Pull''' the '''source plan''' changes into the chart.
  
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1) '''Docked to page''' – Place the legend at one of eight (8) predetermined positions along the edges of the page.
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For more information on '''Creating a new chart using the Pull operation''', please see the article at: [[Creating a NEW Chart via Pull Operation Feature for Version 7.2 | Creating a NEW Chart via Pull Operation Feature]] 7.13.1-72
  
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2) '''Docked to graph''' – Place the legend at one of (8) predetermined positions along the edges of the page. The “graph” is the rectangle that contains all the tasks and milestones, excluding row labels, swimlane labels, time axis annotations, margins, headers, footers, and title.
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For more information on '''Adding a snapshot using the Pull operation''', please see the article at: [[ADDING a Snapshot via Pull Operation for Version 7.2 | ADDING a Snapshot via Pull Operation]] 7.15.1-72
  
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3) '''Free Floating''' – Without using any of the predetermined positions, place the legend at an arbitrary location with respect to the graph.
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The example below illustrates replacing a snapshot.
  
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4) '''Anchored to page''' - Place the legend a distance fixed reference points and one of the eight (8) predetermined positions maintain this distance on all pages where the legend is displayed.
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==Replacing a Snapshot Example==
  
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:An analogy is in order.  Suppose that we think of the sixteen (16) predetermined positions as berths in a harbor with two piers for berthing boats, one on the perimeter of the harbor and one pier on an island.  The eight along the shore correspond to the predetermined positions associated with the document and the eight berths around the island correspond to the predetermined positions associated with the graph. The diagram below is a picture of the harbor with its island and the various berths available:
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Let’s suppose you have a Microsoft Project '''source plan''' with an already created a snapshot for a particular '''date''', say, 8/1/2019.  However, on 8/13/2019 you receive new information that updates your Microsoft Project '''source plan'''.  You now want to '''update''' the OnePager chart’s snapshot for 8/13/2019 to reflect the new information. Further, let’s suppose that there are two (2) different charts created form this one Microsoft Project '''source plan''':  
  
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<center>[[File:P52-15_2-(1)-06042015.png]]</center>
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:1) One for the PMO audience created with the '''Flag20''' field and
  
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Now thinking of the legend as the boat and each of the four “berthing” options as the OnePager legend positioning options, we can carry the analogy a bit further:
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:2) The second created for the '''customer''' audience created with the '''Flag10''' field. 
  
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1) '''Docked to page''' – Think of this as the boat in a harbor and assigned to one of eight berths along the harbor’s perimeter where the boat is FIXED to the berth tightly.
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In this example, we’ll do a '''replacement''' for the PMO audience first and then do the same '''replacement''' for the '''customer''' audience. Since the Microsoft Project '''source plan''' was '''updated''' and now reflects the '''latest information for 8/14/2019''', we just need to use the '''Pull''' operation to access the '''updated''' Microsoft Project '''source plan''' data and '''replace''' the snapshots for the two audiences.
  
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2) '''Docked to graph''' – In a similar way, think of this as the boat assigned to one of eight berths around the island and FIXED to the berth without any slack in the tie up lines.
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===Launching OnePager Pro from Microsoft Project===
  
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3) '''Free floating''' – For this case, think of the boat in the harbor but not secured tightly to any of the sixteen available berthing positions.
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First, '''update''' the Microsoft Project '''source plan''' with the '''updated''' data you want to '''replace''' in the snapshot. Launch '''OPP''' from Microsoft Project and when the '''OnePager Pro Start''' form appears click the '''OPEN''' button which, in our example, provides a dropdown menu with the name of the chart you wish to '''update''' by '''replacement'''. In this case it’s '''BlueGrass Project Plan Report - Pro - PMO''' as shown below:
  
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4) '''Anchored to page''' – Here, think of our boat in the harbor but not tied up tightly to any one of the eight harbor perimeter berths. Rather, the boat is secured to the berth by a rope that keeps it a fixed distance from a berth itself along the harbor’s perimeter.
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<center>[[File:P71-7_14_1-71-(1)-11102021.png]]</center>
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<!--<center>P71-7_14_1-71-(1)-11102021.png</center>-->
  
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:Given this analogy, what does the OnePager project view look like as a single page document and as a multi-page document using the four options described above?  To make it clear, we will use a sample project view where we’ve created the document with large margins to help illustrate the concept.  The graph area is the blue rectangle that contains all the tasks and milestones.  The document area is the graph area plus row labels, swimlane labels, time axis, title, headers, footers, and margins.
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The '''OPP Add-in''' application accesses the selected chart and places it in the '''Chart Editor'''.  This is the chart and snapshot we want to replace.  To proceed with the '''replacement''', click the '''Data''' tab on the ribbon. The '''Chart Editor''' looks like this:
  
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==Dock to Page==
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<center>[[File:P70-7_14_1-70-(2)-08132019.png]]</center>
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<!--<center>P70-7_14_1-70-(2)-08132019.png</center>-->
  
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1) The example “Print Preview” below places the legend in the upper right corner of the page in the '''single page''' project view where the right margin is made larger for illustrative purposes:
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===Use the Microsoft Project Source Plan to Replace a Snapshot===
  
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<center>[[File:P52-15_2-(2)-06042015.png]]</center>
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To perform the '''replacement''' of the snapshot showing in the '''Chart Editor''', click the '''Replace Snapshot''' button on the '''Data''' tab as shown below:
  
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2) The legend is '''docked''' to the upper right corner of the page as specified. If we change this project view to a 2 by 2 document of four pages with the same margin settings, the “Print Preview” will look like this:
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<center>[[File:P70-7_14_1-70-(3)-08132019.png]]</center>
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<!--<center>P70-7_14_1-70-(3)-08132019.png</center>-->
  
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<center>[[File:P52-15_2-(3)-06042015.png]]</center>
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'''OPP''' performs this action by accessing the '''updated''' Microsoft Project '''source plan''' and using these data to '''update''' the snapshot as shown above. For a chart with multiple snapshots it is important to make sure that you have selected the '''correct''' snapshot to display in the '''Chart Editor''' before clicking the '''Replace Snapshot''' button.  OnePager knows which snapshot is being displayed and '''replaces''' the snapshot in the '''Chart Editor''' with data from the parent Microsoft Project '''source plan'''.  Navigating between snapshots in a multiple snapshot chart can be done prior to the above action by using the OnePager '''View''' ribbon tool bar tab as shown here:
  
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3) In the “Print Preview” of the four page document with the “Docked to page” option, the legend remains in the upper right corner of the page on all four pages. The legend itself does not change dimensions.
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<center>[[File:P70-7_14_1-70-(4)-08132019.png]]</center>
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<!--<center>P70-7_14_1-70-(4)-08132019.png</center>-->
  
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==Dock to Graph==
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The replaced snapshot for chart '''BlueGrass Project Plan Report - Pro - PMO''' is shown below:
  
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1) The example for “Docked to graph” shown in the “Print Preview” below places the legend in the upper right corner of the (blue) graph area in the single page project view:
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<center>[[File:P70-7_14_1-70-(5)-08132019.png]]</center>
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<!--<center>P70-7_14_1-70-(5)-08132019.png</center>-->
  
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<center>[[File:P52-15_2-(4)-06042015.png]]</center>
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Since we are using the '''OPP Add-in''' application for this example, it was not necessary to re-launch Microsoft Project.  As long as you’ve properly prepared your Microsoft Project '''source plan''' that is all that is necessary to utilize the new '''Pull''' operation.  At this point it is recommended that you '''save''' this the chart for access later.
  
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2) Here the legend is clearly docked in the upper right hand corner of the graph.
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===Preparing a Second Chart for Snapshot Replacement===
  
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3) For the multi-page “Print Preview” we will change the graph from a 1 by 1 to a 2 by 2 configuration and leave the legend controls untouched.  When we do this the “Docked to graph” presents a set of pages that will look as follows:
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There are two (2) ways of updating the second chart from the same Microsoft Project '''source plan''':
  
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<center>[[File:P52-15_2-(5)-06042015.png]]</center>
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:1) After '''saving''' the first chart, close the '''OPP Add-in''' application and repeat the above process by '''opening''' the second chart and then using the '''Flag10''' field to select the tasks.
  
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4) The legend is clearly placed inside the graph on all pages.  Also, since this example is for illustrative purposes, the legend is oversized but nevertheless the same size as the legend in the single page example previously.
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:2) Remain in the current '''OPP Add-in''' '''Chart Editor''' and '''update''' the second chart from there.
  
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==Free-Floating==
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Here we demonstrates the second method as it is more efficient. With the first chart visible in the '''Chart Editor''', click on the '''File''' tab on the ribbon and then click the '''Open…''' tab on the page that appears.  Then, click the chart name for the '''customer''' audience as shown below:
  
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1) The “Free-floating” option is the ultimate in flexibility but may provide for inconsistent results with multi-page outputs. As mentioned above, this option is '''without any docking or anchoring''' at all and depends on where you place the legend manually. 
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<center>[[File:P70-7_14_1-70-(6)-12042020.png]]</center>
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<!--<center><P70-7_14_1-70-(6)-12042020.png></center>-->
  
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2) As an example in a single page document, suppose we are using the “Free-floating” option and place the legend away from all docking points on the first page as shown below:
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When you click the desired chart '''name''' as shown above, OnePager displays that chart in a separate '''Chart Editor''' as shown here:
  
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<center>[[File:P52-15_2-(6)-06042015.png]]</center>
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<center>[[File:P70-7_14_1-70-(7)-12042020.png]]</center>
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<!--<center><P70-7_14_1-70-(7)-12042020.png></center>-->
  
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3) In the project view above we’ve increased the right margin of the document so that the legend will fit comfortably inside and have placed the legend with manual positioning to be about centered in the margin area but down from the upper-right docking position and above the center-right docking position.  When we change the pagination from 1 by 1 to 2 by 2 we get the following result:
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You can expand this '''Chart Editor''' window.  Now, navigate to the OnePager '''Data''' ribbon tool bar tab as shown below:
  
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<center>[[File:P52-15_2-(7)-06042015.png]]</center>
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<center>[[File:P70-7_14_1-70-(8)-08132019.png]]</center>
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<!--<center>P70-7_14_1-70-(8)-08132019.png</center>-->
  
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4) Notice how the legend moves around in the right margin from page to page.  It doesn’t remain where you intended it to be except on page 2 above.  '''This is because OnePager is trying to keep the legend in a position relative to the two page breaks that define each page, while also keeping the legend on the page.'''
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Clicking the '''Replace Snapshot''' button on the OnePager '''Data''' ribbon tool bar tab tells '''OPP''' to go to the parent Microsoft Project '''source plan''' for this chart, perform the snapshot '''replacement''' under the control of the '''Flag10''' field of the '''source plan''', and display the results in the current '''Chart Editor'''. The '''replaced''' snapshot is shown below:
  
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:a) Considering page 1 above, the legend’s center is on the page break that defines the right edge of page 1. But OnePager doesn’t want to put the legend off of page 1, so it puts the legend as shown in page 1 above.  
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<center>[[File:P70-7_14_1-70-(9)-08132019.png]]</center>
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<!--<center>P70-7_14_1-70-(9)-08132019.png</center>-->
  
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:b) Page 4 shows a similar hugging of the top page boundary and page 3 shows hugging of both the top and right edges of the page.  Since, in this example, you wanted to place the legend in a “pleasing” location centered between the right edge of the graph and the right edge of the document, but the output with the “Free-floating” option does not preserve this intent.  To accomplish this we need to turn on the “Anchored to page” option presented next.
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In this example we used the '''Pull''' operation twice to update two charts from the same Microsoft Project '''source plan''' but using different '''flag''' fields.  Now that the second chart is created, we recommend that it too be '''saved''' for future access.
  
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==Anchor to Page==
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===Compare Results, Edit, Copy to PowerPoint===
  
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The “Anchored to page” option, when compared to the “Free-floating” option discussed just above, will provide better results in the multi-page situation because the anchoring forces the legend center to maintain the '''same displacement''' from a reference location on '''every page.'''
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Once you are satisfied with your charts you can '''save''' them, '''copy''' them into Microsoft PowerPoint presentations, or '''share''' time in other ways. The '''Pull''' operation is an easy, fast, and convenient way to create multiple charts which makes you more efficient.
  
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Using the information from the eight (8) compass points, allows OnePager to replace the edge-hugging by more sensible spacing from each page’s edges. (You can also achieve consistent positioning by using the “Docked to page” option, but if you want to move the legend slightly away from these eight predefined positions and still maintain page-to-page consistency, using the “Anchored to page” option is the solution.)  Anchoring is a much more flexible way to “dock” the legend at a consistent location on the page.
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==Related Links==
  
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1) To show an example, let’s create a single page project view with the margins expanded and the legend positioning option set to the “Anchored to page” option. That project view would look like this:
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[[Creating a NEW Chart via Pull Operation Feature for Version 7.2 | Creating a NEW Chart via Pull Operation Feature]] 7.13.1-72
  
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<center>[[File:P52-15_2-(8)-06042015.png]]</center>
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[[ADDING a Snapshot via Pull Operation for Version 7.2 | ADDING a Snapshot via Pull Operation]] 7.15.1-72
  
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2) Note that above, the legend was manually repositioned to the left and below the predetermined upper-right docking position.  If we now create a 2 by 2 document while using this legend position and positioning option we get the result shown below where the legend is anchored to the upper-right corner of the page:
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[[Custom Update (Replacing) of a Snapshot via Pull Operation for Version 7.2 | Custom Update (Replacing) of a Snapshot via Pull Operation]] 7.16.1-72
  
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<center>[[File:P52-15_2-(9)-06042015.png]]</center>
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[[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.2 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] 7.17.1-72
  
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3) Above we see that all four pages of the document have the legend positioned consistently in the same relative position. Subsequent movement of the legend in the “Normal” or “Page Break” view modes will correspondingly reposition the legend on each of the multiple pages.
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(7.14.1-72)
  
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4) Finally, it is important to note that '''anchoring''' achieves page-to-page consistency for non-margin locations too.  However, being in a page-consistent location on each page is no guarantee that the legend does not obscure some tasks and milestones on some of the pages.  In practical terms, margin locations for the legend are the safe bet for consistent legend positioning in multi-page.
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[[Category:Chart Properties Form]]
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[[Category:Editing a Project View]]
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[[Category:OnePager Choices Form]]
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Revision as of 16:32, 31 May 2022

Overview

The real power of the Pull operation is to let you perform repeated snapshot REPLACE and snapshot ADD operations on an open chart. In other words, the Pull operation’s main purpose is to let you update the on-screen chart as you edit the chart's source plan. 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.

What is a Pull Operation?

A Pull operation starts in the Chart Editor. That is, you already have OnePager running and decide to update the open chart or (rarely) create a new chart. In contrast, a Push operation begins in the OnePager Pro Start from which you use to make a new chart or update an existing chart. We added the Pull operation because we found that OnePager users were often creating a chart and finding something in the source plan that they needed to change. After recognizing the need for a change, they are going back to the source plan, making the change, and then re-launching OnePager to update the chart. The Pull operation lets you open a chart and update it repeatedly as you edit its source plan. After each set of changes to the source plan(s), you can quickly see the effect in the Chart Editor by using the OnePager Data ribbon tool bar tab to Pull the source plan changes into the chart.

For more information on Creating a new chart using the Pull operation, please see the article at: Creating a NEW Chart via Pull Operation Feature 7.13.1-72

For more information on Adding a snapshot using the Pull operation, please see the article at: ADDING a Snapshot via Pull Operation 7.15.1-72

The example below illustrates replacing a snapshot.

Replacing a Snapshot Example

Let’s suppose you have a Microsoft Project source plan with an already created a snapshot for a particular date, say, 8/1/2019. However, on 8/13/2019 you receive new information that updates your Microsoft Project source plan. You now want to update the OnePager chart’s snapshot for 8/13/2019 to reflect the new information. Further, let’s suppose that there are two (2) different charts created form this one Microsoft Project source plan:

1) One for the PMO audience created with the Flag20 field and
2) The second created for the customer audience created with the Flag10 field.

In this example, we’ll do a replacement for the PMO audience first and then do the same replacement for the customer audience. Since the Microsoft Project source plan was updated and now reflects the latest information for 8/14/2019, we just need to use the Pull operation to access the updated Microsoft Project source plan data and replace the snapshots for the two audiences.

Launching OnePager Pro from Microsoft Project

First, update the Microsoft Project source plan with the updated data you want to replace in the snapshot. Launch OPP from Microsoft Project and when the OnePager Pro Start form appears click the OPEN button which, in our example, provides a dropdown menu with the name of the chart you wish to update by replacement. In this case it’s BlueGrass Project Plan Report - Pro - PMO as shown below:

P71-7 14 1-71-(1)-11102021.png

The OPP Add-in application accesses the selected chart and places it in the Chart Editor. This is the chart and snapshot we want to replace. To proceed with the replacement, click the Data tab on the ribbon. The Chart Editor looks like this:

P70-7 14 1-70-(2)-08132019.png

Use the Microsoft Project Source Plan to Replace a Snapshot

To perform the replacement of the snapshot showing in the Chart Editor, click the Replace Snapshot button on the Data tab as shown below:

P70-7 14 1-70-(3)-08132019.png

OPP performs this action by accessing the updated Microsoft Project source plan and using these data to update the snapshot as shown above. For a chart with multiple snapshots it is important to make sure that you have selected the correct snapshot to display in the Chart Editor before clicking the Replace Snapshot button. OnePager knows which snapshot is being displayed and replaces the snapshot in the Chart Editor with data from the parent Microsoft Project source plan. Navigating between snapshots in a multiple snapshot chart can be done prior to the above action by using the OnePager View ribbon tool bar tab as shown here:

P70-7 14 1-70-(4)-08132019.png

The replaced snapshot for chart BlueGrass Project Plan Report - Pro - PMO is shown below:

P70-7 14 1-70-(5)-08132019.png

Since we are using the OPP Add-in application for this example, it was not necessary to re-launch Microsoft Project. As long as you’ve properly prepared your Microsoft Project source plan that is all that is necessary to utilize the new Pull operation. At this point it is recommended that you save this the chart for access later.

Preparing a Second Chart for Snapshot Replacement

There are two (2) ways of updating the second chart from the same Microsoft Project source plan:

1) After saving the first chart, close the OPP Add-in application and repeat the above process by opening the second chart and then using the Flag10 field to select the tasks.
2) Remain in the current OPP Add-in Chart Editor and update the second chart from there.

Here we demonstrates the second method as it is more efficient. With the first chart visible in the Chart Editor, click on the File tab on the ribbon and then click the Open… tab on the page that appears. Then, click the chart name for the customer audience as shown below:

P70-7 14 1-70-(6)-12042020.png

When you click the desired chart name as shown above, OnePager displays that chart in a separate Chart Editor as shown here:

P70-7 14 1-70-(7)-12042020.png

You can expand this Chart Editor window. Now, navigate to the OnePager Data ribbon tool bar tab as shown below:

P70-7 14 1-70-(8)-08132019.png

Clicking the Replace Snapshot button on the OnePager Data ribbon tool bar tab tells OPP to go to the parent Microsoft Project source plan for this chart, perform the snapshot replacement under the control of the Flag10 field of the source plan, and display the results in the current Chart Editor. The replaced snapshot is shown below:

P70-7 14 1-70-(9)-08132019.png

In this example we used the Pull operation twice to update two charts from the same Microsoft Project source plan but using different flag fields. Now that the second chart is created, we recommend that it too be saved for future access.

Compare Results, Edit, Copy to PowerPoint

Once you are satisfied with your charts you can save them, copy them into Microsoft PowerPoint presentations, or share time in other ways. The Pull operation is an easy, fast, and convenient way to create multiple charts which makes you more efficient.

Related Links

Creating a NEW Chart via Pull Operation Feature 7.13.1-72

ADDING a Snapshot via Pull Operation 7.15.1-72

Custom Update (Replacing) of a Snapshot via Pull Operation 7.16.1-72

Using the OnePager "Data" Tab's "Selected file(s)" Button 7.17.1-72

(7.14.1-72)

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