Difference between revisions of "Conditional Formatting for Version 7.2 (Portal)"

Revision as of 15:32, 14 June 2023

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, Microsoft Project for the Web, Smartsheet, Oracle Primavera P6, Planisware, Asana, and Wrike.

About Conditional Formatting

Conditional formatting allows you to define a set of rules that enhance the look of your chart based upon the data contained in your source plan. As your source plan's data changes as the project progresses, the conditional formatting rules changes the look of the chart. There are three (3) sets of Conditional formatting rules in OnePager:

• Conditional Formatting Rules for Task Bar/Milestone Symbol Decorations
• Conditional Formatting Rules for Row Text Columns
• Conditional Formatting Rules for Swimlanes

The purpose of this article is to describe the structure for locating and using detailed information on how the Conditional Formatting Rules for OnePager operate and how they can be used to enhance schedule conversations. The following sections are organized in accordance with the above list.

Conditional Formatting Rules for Task Bar/Milestone Symbol Decorations

The controls for Conditional Formatting Rules for Task Bar/Milestone Symbol Decorations are provided in the Template Properties form and Chart Properties form's Task Bar and Milestone tabs.

For more detailed information on these two sets of tabs, please use the links shown below:

The following task bar/milestone symbol decoration properties can be managed by using the Conditional Formatting Rules form for task bar/milestone symbol decorations:

• Shape (task bar and milestone symbol)
• Color (foreground color and background color)
• Fill Pattern (gradient and hash fill patterns)
• Height % (numeric value)
• Border Style (color, width, line style)
• Task Labels (position, font properties)
• Date Labels (show/hide of start/finish, position of start/finish, font properties)
• Task Representation (task bar, milestone-start, milestone-finish, default)
• Percent Complete (show/hide thermometer bar, color of thermometer bar, show incomplete milestones as no-fill, show/hide checkmark on completed tasks)
• Baselines (show/hide, color, shape for both milestones and task bars)
• Critical Segments (show/hide, color)
• Deadlines & Endpoints 1 through 4 (show/hide, symbol, custom color)
• Legend Text (text value)
• Priority (integer value)

For an example of the use of Conditional Formatting Rules for task bar/milestone symbol decorations, please use the link shown below:

Conditional Formatting Rules for Row Text Columns

The controls for Conditional Formatting Rules for Row Text Columns are provided in the Template Properties form and Chart Properties form's Rows/Swimlanes tabs.

For more detailed information on the Rows/Swimlanes tab, please use the links found in the table that follows:

The following properties can be managed by using the Conditional Formatting Rules form for Row Text Columns:

• Function (enabled only for timeline graphs)
• Applies To (text columns Left#1 through Left#5)
• Display As (text or symbol)
• Symbol (shape or emoji)
• Symbol color (shape color)
• Symbol Border (color, width, line style)
• Which Text (selected field or custom text)
• Custom Text (entered text)
• Label Font (font properties of custom text)
• Cell Background (color)
• Row Background (color)
• Priority (integer value)

For an example of the use of Conditional Formatting Rules for Row Text Columns, please use the link shown below:

Conditional Formatting Rules for Swimlanes

The controls for Conditional Formatting Rules for Swimlanes are provided in the Template Properties form and Chart Properties form's Rows/Swimlanes tabs.

For more detailed information on the Rows/Swimlanes tab, please use the links found in the table that follows:

The following properties can be managed by using the Conditional Formatting Rules form for Swimlanes:

• a TBD
• b TBD

For an example of the use of Conditional Formatting Rules for Swimlanes, please use the link shown below:

Links to All Detailed Conditional Formatting Articles

There are five (5) sets of links below organized to provide you with access to:

1) Articles that Overview Conditional Formatting Rule features

2) Articles describing Basic Conditional Formatting Rule features

3) Articles describing Intermediate Conditional Formatting Rule features

4) Articles covering Advanced Conditional Formatting Rule features

5) Articles describing Other Conditional Formatting Rule features

The articles shown in the table below provide conditional formatting and control instructions for OnePager Pro, One Pager Express, and OnePager Bundle.

Conditional Formatting Controls

Task Bar/Milestone Symbol Decorations Conditional Formatting Rule Controls

You can define conditional formatting rules for Task Bar/Milestone Symbol Decorations 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:

Clicking the Manage Rules... button for Task Bar/Milestone Symbol Decorations in this control group accesses the Conditional Formatting Rules form where you can add, edit, and delete conditional formatting rules.

The Manage Rules... button is found on the Task Bars and Milestones tab of the Chart Properties and Template Properties forms.

Row Text Column Conditional Formatting Rule Controls

You can define conditional formatting rules for Row Text Columns 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 Rows/Swimlanes tab and then navigating to the Text Column control group as shown below in the OnePager Pro Template Properties form:

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

The Manage Rules... button for Row Text Columns is found on the Rows/Swimlanes tab of the Chart Properties and Template Properties forms.

Swimlane Conditional Formatting Rule Controls

You can define conditional formatting rules for Swimlane 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 Rows/Swimlanes tab and then navigating to the Swimlanes control group as shown below in the OnePager Pro Template Properties form:

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

The Manage Rules... button for Swimlanes is found on the Rows/Swimlanes tab of the Chart Properties and Template Properties forms.

Conditional Formatting Example

Task Bar/Milestone Symbol Decorations 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.

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

The complete set of columns provided in the Conditional Formatting Rules form is shown below. The function and use of these columns are explained in this series of articles.

The Conditional Formatting Rules form shown above was stretched to show all the columns in one illustration. There is a horizontal scroll bar provided to bring columns to the right into view without stretching the form. Additionally, the On, Field, Operator, and Value columns remain fixed on the left side of the form in order to always keep them in view when you fill in the condition columns on the right side of the form.

Row Text Column Conditional Formatting Example

TBD

Swimlanes Conditional Formatting Example

TBD

Related Links

Other Resources

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