Difference between revisions of "ADDING a Snapshot via Pull Operation - OnePager Express for Version 5.3"

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=ADDING a Snapshot via Pull Operation - OnePager Express for Version 5.3 (X53-7_15_2-12072015)=
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==Overview==
  
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The purpose of these articles is to acquaint you with the new “Pull” Operation features of OnePager Express and Pro Versions 5.3.  There are eight (8) articles in this series, four (4) providing examples of the “Pull” Operation for OnePager Express Desktop and four (4) for OnePager Pro Desktop.  Please see the links at the end of this article to access other articles in the series.
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The purpose of these articles is to acquaint you with the new pull features of OnePager Pro ('''OPP''') and Express ('''OPX''').  There are eight (8) articles in this series, four (4) providing examples of the '''pull''' feature for '''OPP''' and four (4) for '''OPX'''.  Please see the links at the end of this article to access other articles in the series.
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This article shows you how to use the “Pull” Operation when you need to add a snapshot such as when you have updated the Microsoft Excel plan source file with the new information further into the project and want that new information reflected in a new snapshot.
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==What is a Pull Operation?==
 
==What is a Pull Operation?==
  
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Before we get started with the example, this is a good point to describe the “Pull” Operation.  A “Pull” Operation is performed when you start using OnePager from the Project View Editor.  That is, you already have OnePager launched and running and the Project View Editor window is blank.  Alternatively, a “Push” Operation begins when you launch OnePager from the desktop or from Microsoft Excel and perform the creation of a NEW project view, UPDATE a project view, or OPEN an existing project view from the “OnePager Express Start” form.
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A '''pull''' operation starts in the '''PVE'''.  That is, you already have OnePager running and decide to update the open project view or (rarely) create a new project view.  In contrast, a '''push''' operation begins in the '''OnePager Express Start''' from which you make a new project view or update an existing project view.
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We added the “Pull” Operation because we found that our users were often creating a project view, finding something in the source file that they needed to change, going back to the source file, making the change and then re-launching OnePager to replace the project view. 
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The “Pull” Operation lets you launch OnePager once, create your project view, and, if you need to make a source file change, you may go back to the source file and do that.  When you’ve updated the source file, you need only go back to OnePager and through the new “Data” tab quickly “pull” in the amended source file, update your project view, and continue.   
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We added the '''pull''' operation because we found that our users were often creating a project view, finding something in the '''source file''' that they needed to change, going back to the '''source file''', making the change, and then re-launching OnePager to update the project view.   
  
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In the “Pull’ Operation as described above, OnePager “pull” the data into the Project View Editor whereas in a “Push” Operation Microsoft Excel provides or “pushes” the data to OnePager Pro.
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The '''pull update''' lets you open a project view and update it repeatedly as you edit its '''source file(s)'''.  After each set of changes to the '''source file(s)''', you can quickly see the effect on the screen by using OnePager’s new '''Data''' tab to '''pull''' the '''source file''' changes into the project view.  
  
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The example below will illustrate a “Pull” Operation when adding a snapshot.
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The example below will illustrate a pull operation when adding a snapshot.
  
 
==Example==
 
==Example==
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1) Let’s suppose you have a Microsoft Excel plan for which you have already created a snapshot for a particular date, say, 12/1/2015.  Later on in the project, say on 12/15/2015 you receive updated status information and have updated your Microsoft Excel plan accordingly.  You now want to add this latest status information to your project view as an additional snapshot for 12/15/2015 to reflect the new status information.
 
  
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2) Further, let’s suppose that there are two different project views created form this one Microsoft Excel plan: (a) One for the PMO audience created with the “Show It1” column and (b) The second created for the Customer audience created with the “Show It2” column.  In this example, we’ll first do a snapshot add for the PMO audience and next do the same snapshot add for the Customer audience demonstrating two ways to perform the “Pull” Operation in the example below.
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1) Let’s suppose you have a Microsoft Excel plan with an already created a snapshot for a particular date, say, 12/1/2015.  Later on in the project, say on 12/15/2015 you receive updated status information that updates your Microsoft Excel plan accordingly.  You now want to add this latest status information to your project view as an additional snapshot for 12/15/2015 to reflect the new status information.
  
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<center>[[File:X53-7_13_2-53-(1)-12022015.png]]</center>
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2) Further, let’s suppose that there are two different project views created form this one Microsoft Excel plan:
  
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<center>X53-7_13_2-53-(1)-12022015.png</center>
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:(1) One for the PMO audience created with the '''Show It1''' column and
  
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3) Since the Microsoft Excel plan was updated and now reflects the latest status information for 12/15/2015 we just need to use the “Pull” Operation to bring in the updated Microsoft Excel plan data and add the snapshot.  
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:(2) The second created for the Customer audience created with the '''Show It2''' column.  In this example, we’ll do a replacement for the PMO audience first and then do the same replacement for the Customer audience.
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3) Since the Microsoft Excel plan was updated and now reflects the latest status information for 12/15/2015 we just need to use the pull operation to bring in the updated Microsoft Excel plan data and add the snapshot.
  
 
==Launching OnePager Express from the Desktop Icon==
 
==Launching OnePager Express from the Desktop Icon==
  
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<center></center>
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4) First, update the Microsoft Excel '''source file''' with the updated data you want to add in a new snapshot.
  
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4) We are going to illustrate the “Pull” Operation for adding a snapshot.
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5) Launch '''OPX''' from the '''desktop''' and when the '''OnePager Express Start''' form appears click the '''OPEN''' button which, in our example, will provide a dropdown menu with the name of the project view you wish to update by adding a new snapshot.  In this case it’s '''BlueGrass 2J-303-PMO''' as shown below:
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5) First, update the Microsoft Excel source file with the updated data you want to add in a new snapshot.
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6) Launch OnePager Express from the desktop and when the “OnePager Express Start” form appears click the “OPEN” button which, in our example, will provide a drop down menu with the name of the project view you wish to update by replacement.  In this case it’s “BlueGrass 2J-303-PMO” as shown below:
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<center>[[File:X53-7_14_2-53-(1)-12062015.png]]</center>
 
<center>[[File:X53-7_14_2-53-(1)-12062015.png]]</center>
  
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<center>X53-7_14_2-53-(1)-12062015.png</center>
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6) The '''OPX desktop''' application will bring the selected project view up in the Project View Editor ('''PVE''') window.  This is the project view that has one snapshot currently for 12/1/2015 for which we want to add a second snapshot for 12/15/2015.  To proceed with the snapshot add click the '''Data''' tab on the ribbon and prepare to click the '''Add Snapshot''' button.  The '''PVE''' will look like this:
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<center></center>
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7) The OnePager Express desktop application will bring the selected project view up in the Project View Editor window.  This is the project view that has one snapshot currently for 12/1/2015 for which we want to add a second snapshot for 12/15/2015.  At this point only the 12/1/2015 snapshot will appear in the Project View Editor’s window.  To proceed with the snapshot add click the “Data” tab on the OnePager Express ribbon and prepare to click the “Add Snapshot” button.  The Project View Editor will look like this:
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<center>[[File:X53-7_15_2-53-(1A)-12072015.png]] </center>
 
<center>[[File:X53-7_15_2-53-(1A)-12072015.png]] </center>
  
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<center></center>
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==Use the Microsoft Excel Source File to Add a Snapshot==
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<center>X53-7_15_2-53-(1A)-12072015.png</center>
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==Pulling In the Microsoft Excel Plan to Add the Snapshot==
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<center></center>
 
<center></center>
  
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8) To perform the add snapshot function with the current snapshot showing in the Project View Editor window simply click the “Add Snapshot” button on the “Data” tab of the ribbon.  A calendar drop down will appear.  Select the date of the new snapshot in the calendar and click “OK” in the calendar drop down as shown below:
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7) To add a snapshot, click the '''Add Snapshot''' button on the '''Data''' tab of the ribbon.  A calendar dropdown will appear.  Select the date of the new snapshot in the calendar and click '''OK''' in the calendar drop down as shown below:
  
 
<center>[[File:X53-7_15_2-53-(1B)-12072015.png]]</center>
 
<center>[[File:X53-7_15_2-53-(1B)-12072015.png]]</center>
  
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<center></center>
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8) '''OPX''' adds the snapshot by loading the Microsoft Excel '''source file'''associated with the project view and uses it to add a new snapshot as shown above.
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<center>X53-7_12_2-53-(1B)-12072015.png</center>
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<center></center>
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9) OnePager Express performs this action by invoking Microsoft Excel and loading the parent Microsoft Excel plan source file associated with the project view (which is updated with status information through 12/15/2015) and taking the results to update the snapshot as shown above.
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10) For project view with multiple snapshots it is important to make sure that you have selected the correct snapshot to display in the Project View Editor window '''before''' clicking the “Replace Snapshot” button.  OnePager knows which snapshot is being displayed and will replace the visible snapshot with data from the parent Microsoft Excel plan source file. Navigating between snapshots in a multiple snapshot project view can be done prior to the above action by using the “View” tab on the OnePager Express ribbon as shown here:
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<center>[[File:X53-7_14_2-53-(1C)-12062015.png]]</center>
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<center></center>
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<center>X53-7_14_2-53-(1C)-12062015.png</center>
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<center></center>
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11) The added snapshot for project view “BlueGrass 2J-303-PMO-X” is shown below:
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9) The added snapshot for project view '''BlueGrass 2J-303-PMO-X''' is shown below:
  
 
<center>[[File:X53-7_15_2-53-(5)-12072015.png]]</center>
 
<center>[[File:X53-7_15_2-53-(5)-12072015.png]]</center>
  
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<center></center>
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10) Since we are using the '''OPX desktop''' application for this example, it was not necessary to launch Microsoft Excel first.  As long as you’ve properly prepared your Microsoft Excel plan's '''source file''' just launching '''OPX''' from the '''desktop''' icon is basically all that is necessary to utilize the new '''pull''' operation for adding a snapshot.   
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<center>X53-7_15_2-53-(5)-12072015.png</center>
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<center></center>
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12) The above example shows how the “Pull” Operation is used to ADD a snapshot.  Since we are using the desktop application of OnePager for this example it was not necessary to launch Microsoft Excel first.  As long as you’ve properly prepared your Microsoft Excel plan source file just launching OnePager Express from the desktop icon is basically all that is necessary to utilize the new “Pull” Operation for adding a snapshot.   
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13) At this point it is recommended that you save this the project view for access later.
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11) At this point it is recommended that you save this the project view for access later.
  
 
==Preparing a Second Project View for Adding a Snapshot ==
 
==Preparing a Second Project View for Adding a Snapshot ==
Line 96: Line 59:
 
<center></center>
 
<center></center>
  
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14) As mentioned in the introduction to this example, we have two project views associated with this Microsoft Excel plan where one project view is for presentations to the PMO (using “Show It1”) and the second project view is for presentations to the customer (using “Show It2”).  We now want to update the project view built with “Show It2.”
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12) There are two ways of updating the second project view from the same Microsoft Excel '''source file''':
  
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15) With the above project view visible in the Project View Editor window, click on the “File” tab on the OnePager ribbon and then click the “Open…” tab on the page that appears.  Then click the project view for the Customer audience as shown below:
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:(1) After saving the first project view, close the '''OPX''' desktop application and repeat the above process by opening the second project view and then using '''Show It2''' to select the tasks.
  
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<center>[[File:X53-7_14_2-53-(3)-12062015.png]]</center>
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:(2) Remain in the current OnePager Express '''desktop''' application window and update the second project view from there.
  
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<center></center>
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13) Here we will demonstrate the second method as it is more efficient.
  
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<center>X53-7_14_2-53-(3)-12062015.png</center>
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14) With the above project view visible in the '''PVE''' window, click on the '''File''' tab on the ribbon and then click the '''Open…''' tab on the page that appears. Then click the project view for the Customer audience as shown below:
  
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<center></center>
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<center>[[File:X53-7_14_2-53-(3)-12062015.png]]</center>
  
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16) When you click the desired project view name as shown above, OnePager will display that project view in a separate Project View Editor window as shown here:
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15) When you click the desired project view name as shown above, OnePager will display that project view in a separate '''PVE''' window as shown here:
  
 
<center>[[File:X53-7_15_2-53-(3A)-12072015.png]]</center>
 
<center>[[File:X53-7_15_2-53-(3A)-12072015.png]]</center>
  
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<center></center>
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16) You may want to expand this '''PVE''' window.  Now, navigate to the '''Data''' tab on the ribbon as shown below:
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<center>X53-7_15_2-53-(3A)-12072015.png</center>
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17) You may want to expand this Project View Editor window.  Now, navigate to the “Data” tab on the OnePager Express ribbon as shown below:
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<center>[[File:X53-7_15_2-53-(3B)-12072015.png]]</center>
 
<center>[[File:X53-7_15_2-53-(3B)-12072015.png]]</center>
  
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<center></center>
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17) Click the '''Add Snapshot''' button on the '''Data''' tab and select the new snapshot date from the dropdown calendar as shown previously. This tells '''OPX''' to go to the Microsoft Excel plan's '''source file''' for this project view (previously updated with the 12/15/2015 status information), perform the snapshot replacement under the control of the '''Show It2''' column of the plan, and display the results in the current '''PVE''' window.
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<center>X53-7_15_2-53-(3B)-12072015.png</center>
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18) Simply click the “Add Snapshot” button on the OnePager “Data” tab and select the new snapshot date from the drop down calendar as shown previously. This tells OnePager Express to go to the parent Microsoft Excel plan source file for this project view (previously updated with the 12/15/2015 status information), perform the snapshot replacement under the control of the “Show It2” column of the plan, and display the results in the current Project View Editor window.
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19) The added snapshot is shown below:
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18) The added snapshot is shown below:
  
 
<center>[[File:X53-7_15_2-53-(9)-12072015.png]]</center>
 
<center>[[File:X53-7_15_2-53-(9)-12072015.png]]</center>
  
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<center></center>
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19) In this example, we used the '''pull''' operation twice to update two project views from the same Microsoft Excel plan's '''source file''' but using different '''flag''' columns.  Now that the second project view is created, we recommend that it too be saved for future access.
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<center>X53-7_15_2-53-(9)-12072015.png</center>
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<center></center>
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20) In this example we used the “Pull” Operation twice to create two project views from the same Microsoft Excel plan source file but using different “flag” columns.  Now that the second project view is created, we recommend that it too be saved for future access.
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==Compare Results, Edit, Copy to PowerPoint==
 
==Compare Results, Edit, Copy to PowerPoint==
  
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<center></center>
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20) Once you are satisfied with your project views you may save them, copy them into PowerPoint presentations, or share time in other ways.
  
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21 Once you are satisfied with your project view you may save them, copy them into PowerPoint presentations, or share time in other ways.
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21) At the end of the '''ADD Snapshot''' process described in this article, your projects will contain multiple snapshots.  You may move from one to another in the '''PVE''' window by going to the '''View''' tab on the ribbon and either click the '''Forward/Back''' buttons to switch from snapshot to snapshot or use the '''List All''' button to display snapshot dates associated with the project view as shown below:
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22) At the end of the ADD Snapshot process described in this article, your projects will contain multiple snapshots.  You may move from one to another in the Project View Editor window by going to the “View” tab on the OnePager ribbon and either click the left and right buttons to switch from snapshot to snapshot or use the “List All” button to display snapshot dates associated with the project view as shown below:
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<center>[[File:X53-7_15_2-53-(10)-12072015.png]]</center>
 
<center>[[File:X53-7_15_2-53-(10)-12072015.png]]</center>
  
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<center></center>
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22) The pull operation is an easy, fast, and convenient way to create multiple project views which will make you more efficient.
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<center>X53-7_15_2-53-(10)-12072015.png</center>
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23) The “Pull” Operation is an easy, fast, and convenient way to create multiple project views which will make you more efficient.
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==Related Links==
  
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Related Links:
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[[Creating a NEW Project View via Pull Operation - OnePager Pro for Version 5.3 | Creating a NEW Project View via Pull Operation - OnePager Pro]]
  
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[[Creating a NEW Project View via Pull Operation - OnePager Pro for Version 5.3]] 7.13.1-53
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[[Creating a NEW Project View via Pull Operation - OnePager Express  for Version 5.3 | Creating a NEW Project View via Pull Operation - OnePager Express]]  
  
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[[Creating a NEW Project View via Pull Operation - OnePager Express for Version 5.3]] 7.13.2-53
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[[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 5.3 | REPLACING a Snapshot via Pull Operation - OnePager Pro]]  
  
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[[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 5.3]] 7.14.1-53
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[[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 5.3 | REPLACING a Snapshot via Pull Operation - OnePager Express]]
  
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[[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 5.3]] 7.14.2-53
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[[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 5.3 | ADDING a Snapshot via Pull Operation - OnePager Pro]]
  
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[[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 5.3]] 7.15.1-53
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[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 5.3 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]]
  
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[[Custom REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 5.3]] 7.16.1-53
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[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 5.3 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]]  
  
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[[Custom REPLACING a Snapshot via Pull Operation - OnePager Express for Version 5.3]] 7.16.2-53
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[[Using the OnePager "Data" Tab's "Selected file(s)" Button]]
  
 
(7.15.2-53)
 
(7.15.2-53)

Latest revision as of 17:07, 4 March 2016

Overview

The purpose of these articles is to acquaint you with the new pull features of OnePager Pro (OPP) and Express (OPX). There are eight (8) articles in this series, four (4) providing examples of the pull feature for OPP and four (4) for OPX. Please see the links at the end of this article to access other articles in the series.

What is a Pull Operation?

A pull operation starts in the PVE. That is, you already have OnePager running and decide to update the open project view or (rarely) create a new project view. In contrast, a push operation begins in the OnePager Express Start from which you make a new project view or update an existing project view.

We added the pull operation because we found that our users were often creating a project view, finding something in the source file that they needed to change, going back to the source file, making the change, and then re-launching OnePager to update the project view.

The pull update lets you open a project view and update it repeatedly as you edit its source file(s). After each set of changes to the source file(s), you can quickly see the effect on the screen by using OnePager’s new Data tab to pull the source file changes into the project view.

The example below will illustrate a pull operation when adding a snapshot.

Example

1) Let’s suppose you have a Microsoft Excel plan with an already created a snapshot for a particular date, say, 12/1/2015. Later on in the project, say on 12/15/2015 you receive updated status information that updates your Microsoft Excel plan accordingly. You now want to add this latest status information to your project view as an additional snapshot for 12/15/2015 to reflect the new status information.

2) Further, let’s suppose that there are two different project views created form this one Microsoft Excel plan:

(1) One for the PMO audience created with the Show It1 column and
(2) The second created for the Customer audience created with the Show It2 column. In this example, we’ll do a replacement for the PMO audience first and then do the same replacement for the Customer audience.

3) Since the Microsoft Excel plan was updated and now reflects the latest status information for 12/15/2015 we just need to use the pull operation to bring in the updated Microsoft Excel plan data and add the snapshot.

Launching OnePager Express from the Desktop Icon

4) First, update the Microsoft Excel source file with the updated data you want to add in a new snapshot.

5) Launch OPX from the desktop and when the OnePager Express Start form appears click the OPEN button which, in our example, will provide a dropdown menu with the name of the project view you wish to update by adding a new snapshot. In this case it’s BlueGrass 2J-303-PMO as shown below:

X53-7 14 2-53-(1)-12062015.png

6) The OPX desktop application will bring the selected project view up in the Project View Editor (PVE) window. This is the project view that has one snapshot currently for 12/1/2015 for which we want to add a second snapshot for 12/15/2015. To proceed with the snapshot add click the Data tab on the ribbon and prepare to click the Add Snapshot button. The PVE will look like this:

X53-7 15 2-53-(1A)-12072015.png

Use the Microsoft Excel Source File to Add a Snapshot

7) To add a snapshot, click the Add Snapshot button on the Data tab of the ribbon. A calendar dropdown will appear. Select the date of the new snapshot in the calendar and click OK in the calendar drop down as shown below:

X53-7 15 2-53-(1B)-12072015.png

8) OPX adds the snapshot by loading the Microsoft Excel source fileassociated with the project view and uses it to add a new snapshot as shown above.

9) The added snapshot for project view BlueGrass 2J-303-PMO-X is shown below:

X53-7 15 2-53-(5)-12072015.png

10) Since we are using the OPX desktop application for this example, it was not necessary to launch Microsoft Excel first. As long as you’ve properly prepared your Microsoft Excel plan's source file just launching OPX from the desktop icon is basically all that is necessary to utilize the new pull operation for adding a snapshot.

11) At this point it is recommended that you save this the project view for access later.

Preparing a Second Project View for Adding a Snapshot

12) There are two ways of updating the second project view from the same Microsoft Excel source file:

(1) After saving the first project view, close the OPX desktop application and repeat the above process by opening the second project view and then using Show It2 to select the tasks.
(2) Remain in the current OnePager Express desktop application window and update the second project view from there.

13) Here we will demonstrate the second method as it is more efficient.

14) With the above project view visible in the PVE window, click on the File tab on the ribbon and then click the Open… tab on the page that appears. Then click the project view for the Customer audience as shown below:

X53-7 14 2-53-(3)-12062015.png

15) When you click the desired project view name as shown above, OnePager will display that project view in a separate PVE window as shown here:

X53-7 15 2-53-(3A)-12072015.png

16) You may want to expand this PVE window. Now, navigate to the Data tab on the ribbon as shown below:

X53-7 15 2-53-(3B)-12072015.png

17) Click the Add Snapshot button on the Data tab and select the new snapshot date from the dropdown calendar as shown previously. This tells OPX to go to the Microsoft Excel plan's source file for this project view (previously updated with the 12/15/2015 status information), perform the snapshot replacement under the control of the Show It2 column of the plan, and display the results in the current PVE window.

18) The added snapshot is shown below:

X53-7 15 2-53-(9)-12072015.png

19) In this example, we used the pull operation twice to update two project views from the same Microsoft Excel plan's source file but using different flag columns. Now that the second project view is created, we recommend that it too be saved for future access.

Compare Results, Edit, Copy to PowerPoint

20) Once you are satisfied with your project views you may save them, copy them into PowerPoint presentations, or share time in other ways.

21) At the end of the ADD Snapshot process described in this article, your projects will contain multiple snapshots. You may move from one to another in the PVE window by going to the View tab on the ribbon and either click the Forward/Back buttons to switch from snapshot to snapshot or use the List All button to display snapshot dates associated with the project view as shown below:

X53-7 15 2-53-(10)-12072015.png

22) The pull operation is an easy, fast, and convenient way to create multiple project views which will make you more efficient.

Related Links

Creating a NEW Project View via Pull Operation - OnePager Pro

Creating a NEW Project View via Pull Operation - OnePager Express

REPLACING a Snapshot via Pull Operation - OnePager Pro

REPLACING a Snapshot via Pull Operation - OnePager Express

ADDING a Snapshot via Pull Operation - OnePager Pro

Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro

Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express

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

(7.15.2-53)

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