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==Introduction to Conditional Formatting in OnePager==
 
==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.
+
Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the features, 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 Enterprise, Asana, and Wrike.
 +
 
 +
This series of article describes OnePager’s '''Conditional Formatting''' features.
  
 
==About Conditional Formatting==
 
==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.  
+
'''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 Tasks & Milestones'''
 +
:* '''Conditional Formatting Rules for Text Columns & Rows'''
 +
:* '''Conditional Formatting Rules for Swimlanes'''
  
−
It goes beyond the '''dynamic color-coding''' feature described in the article at:
+
Additionally, there are '''conditional formatting like rules''' associated with '''task links'''.  These '''task link filtering rules''' allow you to set up rules governing the '''showing''' or '''hiding''' of '''task links''' in the chart. For more detailed information on '''Task Link Filtering Rules''', please see the article at the link below:
  
 
<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Task Bars Tab for Version 7.2 | Task Bars Tab]] 21.3.1-72
+
| [[Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager for Version 7.2 | Using Task Link Filtering Rules for Showing/Hiding Task Links]] <!--19.2.1-72-->
 +
|}
 +
</center>
 +
 
 +
The  primary 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 Tasks & Milestones==
 +
 
 +
The controls for '''Conditional Formatting Rules for Tasks & Milestones''' 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:
 +
 
 +
<center>
 +
{| class="wikitable"
 +
| [[Task Bars Tab for Version 7.2 | Task Bars Tab]] <!--21.3.1-72-->
 +
|-
 +
| [[Milestones Tab for Version 7.2 | Milestones Tab]] <!--21.5.1-72-->
 
|}
 
|}
 
</center>
 
</center>
 
   
 
   
−
The following elements can be defined by using '''conditional formatting''' rules:
+
The following '''task bar/milestone symbol decoration properties''' (seventeen (17)) can be managed by using the '''Conditional Formatting Tasks & Milestones''' form:
  
 
:* '''Shape''' (task bar and milestone symbol)
 
:* '''Shape''' (task bar and milestone symbol)
 
:* '''Color''' (foreground color and background color)
 
:* '''Color''' (foreground color and background color)
 
:* '''Fill Pattern''' (gradient and hash fill patterns)  
 
:* '''Fill Pattern''' (gradient and hash fill patterns)  
 +
:* '''Transparency %''' (numeric value)
 
:* '''Height %''' (numeric value)
 
:* '''Height %''' (numeric value)
 
:* '''Border Style''' (color, width, line style)
 
:* '''Border Style''' (color, width, line style)
 
:* '''Task Labels''' (position, font properties)
 
:* '''Task Labels''' (position, font properties)
−
:* '''Date Labels''' (show/hide, position, font properties)
+
:* '''Date Labels''' (show/hide of start/finish, position of start/finish, font properties)
−
:* '''Task Representation''' (task bar, milestone-start, milestone-finish)
+
:* '''Task Representation''' (task bar, milestone-start, milestone-finish, default)
−
:* '''Percent Complete''' (numeric value)
+
:* '''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, width, shape)
+
:* '''Baselines''' (show/hide, color, shape for both milestones and task bars)
−
:* '''Critical Segments''' (field, show/hide, color, width, )
+
:* '''Critical Segments''' (show/hide, color)
−
:* '''Deadlines & Endpoints''' (tbd)
+
:* '''Deadlines & Endpoints 1 through 4''' (show/hide, symbol, custom color)
 
:* '''Legend Text''' (text value)
 
:* '''Legend Text''' (text value)
 
:* '''Priority''' (integer value)
 
:* '''Priority''' (integer value)
  
−
To go directly to the list of detailed articles for '''Conditional Formatting''' for OnePager, click here:
+
For an example of the use of '''Conditional Formatting Tasks & Milestones form''', please use the link shown below:
  
 
<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Conditional Formatting Overview for OnePager for Version 7.2 | Conditional Formatting Overview]] 11.1.1-72
+
| [[Conditional Formatting for Version 7.2 (Portal)#Task & Milestone Conditional Formatting Example | Task & Milestone Conditional Formatting Example]] <!--11.0.1-72-->
 +
|}
 +
</center>
 +
 
 +
Please use the link below to access detailed articles pertaining to the '''Conditional Formatting Rules''' features provided by OnePager:
 +
 
 +
<center>
 +
{| class="wikitable"
 +
| [[Conditional Formatting for Version 7.2 (Portal)#Links to All Detailed Conditional Formatting Articles | Links to All Detailed Conditional Formatting Articles]] <!--11.0.1-72-->
 +
|}
 +
</center>
 +
 
 +
==Conditional Formatting Rules for Text Columns & Rows==
 +
 
 +
The controls for '''Conditional Formatting Rules for Text Columns & Rows''' 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:
 +
 
 +
<center>
 +
{| class="wikitable"
 +
| [[Creating and Editing Rows and Swimlanes for Version 7.2 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-72-->
 
|-
 
|-
−
| [Customizing the Conditional Formatting Rules Form's Columns for Version 7.2 | Customizing the Conditional Formatting Rules Form's Columns] 11.1.3-72
+
| [[Using Rows and Swimlanes for OnePager Version 7.2 | Using Rows and Swimlanes]] <!--4.0.1.5-72-->
 +
|}
 +
</center>
 +
 
 +
The following '''properties''' can be managed by using the '''Conditional Formatting Rules for Text Columns & Rows''' form:
 +
 
 +
:* '''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 Text Columns & Rows''' form, please use the link shown below:
 +
 
 +
<center>
 +
{| class="wikitable"
 +
| [[Conditional Formatting for Version 7.2 (Portal)#Text Column and Rows Conditional Formatting Example | Text Column and Rows Conditional Formatting Example]] <!--11.0.1-72-->
 +
|}
 +
</center>
 +
 
 +
Please use the link below to access detailed articles pertaining to the '''Conditional Formatting Rules''' features provided by OnePager:
 +
 
 +
<center>
 +
{| class="wikitable"
 +
| [[Conditional Formatting for Version 7.2 (Portal)#Links to All Detailed Conditional Formatting Articles | Links to All Detailed Conditional Formatting Articles]] <!--11.0.1-72-->
 +
|}
 +
</center>
 +
 
 +
==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:
 +
 
 +
<center>
 +
{| class="wikitable"
 +
| [[Creating and Editing Rows and Swimlanes for Version 7.2 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-72-->
 
|-
 
|-
−
| [[Adding Conditional Formatting Rules for OnePager for Version 7.2 | Adding Conditional Formatting Rules]] 11.3.1-72
+
| [[Using Rows and Swimlanes for OnePager Version 7.2 | Using Rows and Swimlanes]] <!--4.0.1.5-72-->
 +
|}
 +
</center>
 +
 
 +
The following '''properties''' can be managed by using the '''Conditional Formatting Rules for Swimlanes''' form:
 +
 
 +
:* '''Label Font Properties'''
 +
:* '''Swimlane Label Cell Background Color'''
 +
:* '''Swimlane Background Color'''
 +
 
 +
For an example of the use of '''Conditional Formatting Rules for Swimlanes''' form, please use the link shown below:
 +
 
 +
<center>
 +
{| class="wikitable"
 +
| [[Conditional Formatting for Version 7.2 (Portal)#Swimlanes Conditional Formatting Example | Swimlanes Conditional Formatting Example]] <!--11.0.1-72-->
 +
|}
 +
</center>
 +
 
 +
Please use the link below to access detailed articles pertaining to the '''Conditional Formatting Rules''' features provided by OnePager:
 +
 
 +
<center>
 +
{| class="wikitable"
 +
| [[Conditional Formatting for Version 7.2 (Portal)#Links to All Detailed Conditional Formatting Articles | Links to All Detailed Conditional Formatting Articles]] <!--11.0.1-72-->
 +
|}
 +
</center>
 +
 
 +
==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.
 +
 
 +
<center>
 +
===Overview Articles===
 +
 
 +
{| class="wikitable"
 +
| [[Conditional Formatting Overview for OnePager for Version 7.2 | Conditional Formatting Overview]] <!--11.1.1-72-->
 
|-
 
|-
−
| [[Using Conditional Formatting Rules for Tracking Changes Between Snapshots for Version 7.2 | Using Conditional Formatting Rules for Tracking Changes Between Snapshots]] 11.3.3-72
+
<!--| [[Customizing the Conditional Formatting Rules Form's Columns for Version 7.2 | Customizing the Conditional Formatting Rules Form's Columns]] 11.1.3-72 Column Width, Basic, and Advanced Buttons-->
 
|-
 
|-
−
| [[Use of Advanced Conditional Formatting Rules (Comparting Two Imported Fields) for Version 7.2 | Use of Advanced Conditional Formatting Rules (Comparting Two Imported Fields)]] 11.3.5-72
+
| [[Adding Conditional Formatting Rules for OnePager for Version 7.2 | Adding Conditional Formatting Rules]] <!--11.3.1-72-->  <!--Include column hiding (BZ9143) and option to save the user's column widths (BZ9152)-->
 +
|}
 +
</center>
 +
 
 +
<center>
 +
 
 +
===Basic Conditional Formatting Rule Topics===
 +
{| class="wikitable"
 +
| [[Conditional Formatting with Boolean Fields for OnePager for Version 7.2 | Conditional Formatting with Boolean Fields]] <!--11.5.1-72-->
 
|-
 
|-
−
| [[Conditional Formatting with Boolean Fields for OnePager for Version 7.2 | Conditional Formatting with Boolean Fields]] 11.5.1-72
+
| [[Managing Conditional Formatting Rules for OnePager for Version 7.2 | Managing Conditional Formatting Rules]] <!--11.9.1-72-->
 +
|}
 +
</center>
 +
 
 +
<center>
 +
===Intermediate Conditional Formatting Rule Topics===
 +
 
 +
{| class="wikitable"
 +
| [[Conditional Formatting Rules for Task Bar/Milestone Symbol Decorations for OnePager for Version 7.2 | Conditional Formatting Rules for Task Bar/Milestone Symbol Decorations]] <!--11.15.3-72-->
 
|-
 
|-
−
| [[Managing Conditional Formatting Rules for OnePager for Version 7.2 | Managing Conditional Formatting Rules]] 11.9.1-72
+
| [[Conditional Formatting Rules for Text Columns and Rows for OnePager for Version 7.2 | Conditional Formatting Rules for Text Columns and Rows]] <!--11.17.1-72-->
 
|-
 
|-
−
| [[Conditional Formatting Rules for Swimlanes and Text Columns for OnePager for Version 7.2 | Conditional Formatting Rules for Swimlanes and Text Columns for OnePager]] 11.15.1-72
+
| [[Conditional Formatting Rules for Swimlanes for OnePager for Version 7.2 | Conditional Formatting Rules for Swimlanes]] <!--11.19.1-72-->
 
|-
 
|-
−
| [[Conditional Formatting Rules and the Legend for OnePager for Version 7.2 | Conditional Formatting Rules and the Legend]] 11.11.1-72
+
| [[Using Functions with Text Columns, Rows, and Swimlanes for OnePager for Version 7.2 | Using Functions with Text Columns, Rows, and Swimlanes]] <!--12.07.1-72-->
 +
|}
 +
</center>
 +
 
 +
<center>
 +
 
 +
===Advanced Conditional Formatting Rule Topics===
 +
{| class="wikitable"
 +
| [[Changes to Snapshot-Dependent Properties for Conditional Formatting for OnePager for Version 7.2 | Changes to Snapshot-Dependent Properties for Conditional Formatting]] <!--11.15.1-72-->
 +
|-
 +
| [[Using Conditional Formatting Rules for Tracking Changes Between Snapshots for Version 7.2 | Using Conditional Formatting Rules for Tracking Changes Between Snapshots]] <!--11.3.3-72-->
 +
|-
 +
| [[Visualizing Changes between Snapshots for Version 7.2 | Visualizing Changes between Snapshots]] <!--11.3.5-72-->
 +
|}
 +
</center>
 +
 
 +
<center>
 +
 
 +
===Other Conditional Formatting Rule Topics===
 +
{| class="wikitable"
 +
| [[Conditional Formatting Rules and the Legend for OnePager for Version 7.2 | Conditional Formatting Rules and the Legend]] <!--11.11.1-72-->
 
|-
 
|-
−
| [[Conditional Formatting Rules and the Template for OnePager for Version 7.2 | Conditional Formatting Rules and the Template]] 11.13.1-72
+
| [[Conditional Formatting Rules and the Template for OnePager for Version 7.2 | Conditional Formatting Rules and the Template]] <!--11.13.1-72-->
 
|-
 
|-
−
| [[Conditional Formatting Actions for OnePager for Version 7.2 | Summary of Conditional Formatting Actions]] 11.7.1-72
+
| [[Conditional Formatting Actions for OnePager for Version 7.2 | Summary of Conditional Formatting Actions]] <!--11.7.1-72-->
 
|}
 
|}
 
</center>
 
</center>
  
 +
<!--
 
==Conditional Formatting Controls==
 
==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:
+
===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:
  
 
<center>[[File:P71-11_0_1-71-(1-1)-03142022.png]]</center>
 
<center>[[File:P71-11_0_1-71-(1-1)-03142022.png]]</center>
 
<center>P71-11_0_1-71-(1-1)-03142022.png</center>
 
<center>P71-11_0_1-71-(1-1)-03142022.png</center>
  
−
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'''.  
+
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 same '''Conditional Formatting''' control group is available in the OnePager '''Chart Properties''' form as well as the '''Template Properties''' form.
+
The '''Manage Rules...''' button is found on the '''Task Bars''' and '''Milestones''' tab of the '''Chart Properties''' and '''Template Properties''' forms.
  
−
===Conditional Formatting Example===
+
===Row Text Column Conditional Formatting Rule Controls===
  
−
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.
+
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:
  
−
<center>[[File:P70-11_0_1-(2)-06052020.png]]</center>
+
<center>[[File:P72-11_0_1-72-(1A)-06132023.png]]</center>
−
<center>P70-11_0_1-(2)-06052020.png</center>  
+
<center>P72-11_0_1-72-(1A)-06132023.png</center>
 +
 
 +
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:
 +
 
 +
<center>[[File:P72-11_0_1-72-(1B)-06132023.png]]</center>
 +
<center>P72-11_0_1-72-(1B)-06132023.png</center>
 +
 
 +
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 Examples==
 +
 
 +
===Task & Milestone 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 task bars to indicate the '''Resource Name''' associated with each task bar shown.
 +
 
 +
<center>[[File:P72-11_0_1-72-(2-1)-12082023.png]]</center>
 +
<!--<center>P72-11_0_1-72-(2-1)-12082023.png</center>-->
  
 
To achieve this result in the chart, below is the simple set of '''Conditional Formatting Rules''' used:
 
To achieve this result in the chart, below is the simple set of '''Conditional Formatting Rules''' used:
  
−
<center>[[File:P71-11_0_1-71-(3)-01072022.png]]</center>
+
<center>[[File:P72-11_0_1-72-(3-2)-08152023.png]]</center>
−
<center>P71-11_0_1-71-(3)-01072022.png</center>
+
<!--<center>P72-11_0_1-72-(3-2)-08152023.png</center>-->
 +
 
 +
The complete set of columns provided in the '''Conditional Formatting for Tasks & Milestones''' form for the '''Basic''' and '''Advanced''' sets are shown below.  The function and use of these columns are explained in this series of articles.
 +
 
 +
<center>'''Basic Set of Conditional Formatting Rules Columns for Tasks & Milestones'''</center>
 +
<center>[[File:P72-11_0_1-72-(4-1)-06142023.png]]</center>
 +
<!--<center>P72-11_0_1-72-(4-1)-06142023.png</center>-->
 +
 
 +
<center>'''Advanced Set of Conditional Formatting Rules Columns for Tasks & Milestones'''</center>
 +
<center>[[File:P72-11_0_1-72-(4A)-06142023.png]]</center>
 +
<!--<center>P72-11_0_1-72-(4A)-06142023.png</center>-->
 +
 
 +
The '''Conditional Formatting for Tasks & Milestones''' forms shown above were stretched to show all the columns in the illustrations.  There is a '''horizontal scroll bar''' provided to bring columns to the right into view without stretching the form.  Note that 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.
 +
 
 +
===Text Column and Rows Conditional Formatting Example===
 +
 
 +
As an example of the '''Conditional Formatting for Text Columns & Rows''' form, the chart shown below  has '''row text column Left#2''' set up to display a '''circle symbol''' colored to convey the status of the '''%Complete''' value for each task bar shown in the chart.
 +
 
 +
<center>[[File:P72-11_0_1-72-(5)-06142023.png]]</center>
 +
<!--<center>P72-11_0_1-72-(5)-06142023.png</center>-->
 +
 
 +
To achieve this result in the chart, below is the simple set of '''Conditional Formatting for Text Columns & Rows'''  columns used:
 +
 
 +
<center>[[File:P72-11_0_1-72-(6-1)-08152023.png]]</center>
 +
<!--<center>P72-11_0_1-72-(6-1)-08152023.png</center>-->
 +
 
 +
===Swimlanes Conditional Formatting Example===
 +
 
 +
Continuing with the example in the previous sub-section, suppose we want to further emphasize the '''%Complete''' condition of the project by '''coloring''' the '''swimlane name label cells''' to reflect the predominant '''%Complete''' value among the '''rows''' that make up the '''swimlane'''.  To accomplish this, we use the '''Conditional Formatting for Swimlanes''' form and configure it as shown in the illustration below:
 +
 
 +
<center>[[File:P72-11_0_1-72-(7)-08152023.png]]</center>
 +
<!--<center>P72-11_0_1-72-(7)-08152023.png</center>-->
 +
 
 +
The '''Conditional Formatting for Swimlanes''' form can '''conditionally format''' the '''swimlane name label''' and the '''background color''' of the '''swimlane cell''' depending on the '''rules''' provided.  In this example, the '''Conditional Formatting for Swimlane rules'''  mirror those used in the previous example for '''Conditional Formatting for Text Columns & Rows'''.  When the '''rules''' are '''applied''' to the chart, it looks like this:
 +
 
 +
<center>[[File:P72-11_0_1-72-(8)-08152023.png]]</center>
 +
<!--<center>P72-11_0_1-72-(8)-08152023.png</center>-->
 +
 
 +
Because there are multiple '''rows''' per '''swimlane''', the '''Conditional Formatting for Swimlane''' form has the '''Mode Function Option'''.  For more information on the use of '''Functions''' in '''Conditional Formatting Rules''', please see the article in the link below:
 +
 
 +
<center>
 +
{| class="wikitable"
 +
| [[Using Functions with Text Columns, Rows, and Swimlanes for OnePager for Version 7.2 | Using Functions with Text Columns, Rows, and Swimlanes]] <!--12.07.1-72-->
 +
|}
 +
</center>
  
 
==Related Links==
 
==Related Links==
  
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Basic Workflows for Version 7.2 (Portal) | Basic Workflows (Portal)]] 7.0.1-72
+
| [[Using Rows and Swimlanes for OnePager Version 7.2 | Using Rows and Swimlanes]] <!--4.0.1.5-72-->
−
| [[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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| [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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| [https://www.onepager.com/support/video_tutorials/conditional_formatting.html Conditional Formatting Tutorial Video]
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| [https://www.onepager.com/support/whats-new/advanced-conditional-formatting.html Advanced Conditional Formatting of Tasks and Milestones]
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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]
 
| [https://www.onepager.com/community/blog/display-certainty-in-your-plan-by-using-conditional-formatting/ Blog-Display Certainty in Your Plan by Using Conditional Formatting]
 
| [https://www.onepager.com/community/blog/using-microsoft-project-flag-fields-with-onepager-pros-conditional-formatting-rules/ Using Microsoft Project Flag Fields with OnePager Pro's Conditional Formatting Rules]
 
| [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]

Latest revision as of 23:20, 5 January 2024

Introduction to Conditional Formatting in OnePager

Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the features, 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 Enterprise, Asana, and Wrike.

This series of article describes OnePager’s Conditional Formatting features.

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 Tasks & Milestones
  • Conditional Formatting Rules for Text Columns & Rows
  • Conditional Formatting Rules for Swimlanes

Additionally, there are conditional formatting like rules associated with task links. These task link filtering rules allow you to set up rules governing the showing or hiding of task links in the chart. For more detailed information on Task Link Filtering Rules, please see the article at the link below:

Using Task Link Filtering Rules for Showing/Hiding Task Links

The primary 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 Tasks & Milestones

The controls for Conditional Formatting Rules for Tasks & Milestones 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:

Task Bars Tab
Milestones Tab

The following task bar/milestone symbol decoration properties (seventeen (17)) can be managed by using the Conditional Formatting Tasks & Milestones form:

  • Shape (task bar and milestone symbol)
  • Color (foreground color and background color)
  • Fill Pattern (gradient and hash fill patterns)
  • Transparency % (numeric value)
  • 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 Tasks & Milestones form, please use the link shown below:

Task & Milestone Conditional Formatting Example

Please use the link below to access detailed articles pertaining to the Conditional Formatting Rules features provided by OnePager:

Links to All Detailed Conditional Formatting Articles

Conditional Formatting Rules for Text Columns & Rows

The controls for Conditional Formatting Rules for Text Columns & Rows 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:

Creating and Editing Rows and Swimlanes (Portal)
Using Rows and Swimlanes

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

  • 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 Text Columns & Rows form, please use the link shown below:

Text Column and Rows Conditional Formatting Example

Please use the link below to access detailed articles pertaining to the Conditional Formatting Rules features provided by OnePager:

Links to All Detailed Conditional Formatting Articles

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:

Creating and Editing Rows and Swimlanes (Portal)
Using Rows and Swimlanes

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

  • Label Font Properties
  • Swimlane Label Cell Background Color
  • Swimlane Background Color

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

Swimlanes Conditional Formatting Example

Please use the link below to access detailed articles pertaining to the Conditional Formatting Rules features provided by OnePager:

Links to All Detailed Conditional Formatting Articles

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.

Overview Articles

Conditional Formatting Overview
Adding Conditional Formatting Rules

Basic Conditional Formatting Rule Topics

Conditional Formatting with Boolean Fields
Managing Conditional Formatting Rules

Intermediate Conditional Formatting Rule Topics

Conditional Formatting Rules for Task Bar/Milestone Symbol Decorations
Conditional Formatting Rules for Text Columns and Rows
Conditional Formatting Rules for Swimlanes
Using Functions with Text Columns, Rows, and Swimlanes

Advanced Conditional Formatting Rule Topics

Changes to Snapshot-Dependent Properties for Conditional Formatting
Using Conditional Formatting Rules for Tracking Changes Between Snapshots
Visualizing Changes between Snapshots

Other Conditional Formatting Rule Topics

Conditional Formatting Rules and the Legend
Conditional Formatting Rules and the Template
Summary of Conditional Formatting Actions


Conditional Formatting Examples

Task & Milestone 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 task bars to indicate the Resource Name associated with each task bar shown.

P72-11 0 1-72-(2-1)-12082023.png

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

P72-11 0 1-72-(3-2)-08152023.png

The complete set of columns provided in the Conditional Formatting for Tasks & Milestones form for the Basic and Advanced sets are shown below. The function and use of these columns are explained in this series of articles.

Basic Set of Conditional Formatting Rules Columns for Tasks & Milestones
P72-11 0 1-72-(4-1)-06142023.png
Advanced Set of Conditional Formatting Rules Columns for Tasks & Milestones
P72-11 0 1-72-(4A)-06142023.png

The Conditional Formatting for Tasks & Milestones forms shown above were stretched to show all the columns in the illustrations. There is a horizontal scroll bar provided to bring columns to the right into view without stretching the form. Note that 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.

Text Column and Rows Conditional Formatting Example

As an example of the Conditional Formatting for Text Columns & Rows form, the chart shown below has row text column Left#2 set up to display a circle symbol colored to convey the status of the %Complete value for each task bar shown in the chart.

P72-11 0 1-72-(5)-06142023.png

To achieve this result in the chart, below is the simple set of Conditional Formatting for Text Columns & Rows columns used:

P72-11 0 1-72-(6-1)-08152023.png

Swimlanes Conditional Formatting Example

Continuing with the example in the previous sub-section, suppose we want to further emphasize the %Complete condition of the project by coloring the swimlane name label cells to reflect the predominant %Complete value among the rows that make up the swimlane. To accomplish this, we use the Conditional Formatting for Swimlanes form and configure it as shown in the illustration below:

P72-11 0 1-72-(7)-08152023.png

The Conditional Formatting for Swimlanes form can conditionally format the swimlane name label and the background color of the swimlane cell depending on the rules provided. In this example, the Conditional Formatting for Swimlane rules mirror those used in the previous example for Conditional Formatting for Text Columns & Rows. When the rules are applied to the chart, it looks like this:

P72-11 0 1-72-(8)-08152023.png

Because there are multiple rows per swimlane, the Conditional Formatting for Swimlane form has the Mode Function Option. For more information on the use of Functions in Conditional Formatting Rules, please see the article in the link below:

Using Functions with Text Columns, Rows, and Swimlanes

Related Links

Using Rows and Swimlanes Basic Workflows (Portal)
Manual Editing Task/Milestone Shapes and Text Labels (Portal) Modifying Decorations on Tasks/Milestones (Portal)
Creating and Editing Rows and Swimlanes (Portal) Using Functions with Text Columns, Rows, and Swimlanes
The Chart Legend (Portal) Using Task Link Filtering Rules for Showing/Hiding Task Links
Editing with the Chart Properties form (Portal) Managing Templates (Portal)
Gallery of Dynamic Shapes and Emoji Symbols

Other Resources

Conditional Formatting Tutorial Video Advanced Conditional Formatting of Tasks and Milestones
Blog-Display Certainty in Your Plan by Using Conditional Formatting Using Microsoft Project Flag Fields with OnePager Pro's Conditional Formatting Rules

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