Difference between revisions of "ADDING a Snapshot via Push Update - OnePager Express Add-in for Version 7.0"
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==Overview Flow Chart== | ==Overview Flow Chart== | ||
| − | + | During the course of a project, work is accomplished, new tasks start, other tasks are finished, and, from time to time, dates are adjusted. These occurrences are usually picked up as part of a regular reporting process. When updated, the Microsoft Excel plan becomes the source for reporting schedule updates. OnePager uses the updated Microsoft Excel '''source plan''' to add snapshots to record how the project changes from reporting period to reporting period. | |
| − | + | One method that the OnePager '''Add-in''' uses is called the '''Push Update'''. By '''push''' we mean that the updated Microsoft Project plan is '''Pushed''' to OnePager. This distinction is important since OnePager also enables the '''Pull Update''' method. For more information on the '''Pull method''' for adding a snapshot to the chart, please see the article at: [[ADDING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Express]] 7.15.2-70. | |
| − | + | The scenario for accomplishing this periodic process is shown below: | |
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<center>[[File:X70-7_8_1-70-(1)-08092019.png]]</center> | <center>[[File:X70-7_8_1-70-(1)-08092019.png]]</center> | ||
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==Procedures== | ==Procedures== | ||
| − | 1) Launch Microsoft Excel and bring up a Microsoft Excel '''source plan''' containing updated information. Launch OnePager Express from the Microsoft Excel tool bar. | + | :1) Launch Microsoft Excel and bring up a Microsoft Excel '''source plan''' containing updated information. Launch OnePager Express from the Microsoft Excel tool bar. |
| − | 2) Launch OnePager and select the '''UPDATE''' button on the '''OnePager Express Start''' form as shown below: | + | :2) Launch OnePager and select the '''UPDATE''' button on the '''OnePager Express Start''' form as shown below: |
<center>[[File:X70-7_8_1-70-(2)-08092019.png]]</center> | <center>[[File:X70-7_8_1-70-(2)-08092019.png]]</center> | ||
<center>X70-7_8_1-70-(2)-08092019.png</center> | <center>X70-7_8_1-70-(2)-08092019.png</center> | ||
| − | 3) Clicking the '''UPDATE''' button displays a list of recently-used charts and the word '''BROWSE FILES…''' option. | + | :3) Clicking the '''UPDATE''' button displays a list of recently-used charts and the word '''BROWSE FILES…''' option. Select the desired chart as shown above and OnePager accesses the OnePager choices ('''OPC''') form shown here: |
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<center>[[File:X70-7_8_1-70-(3)-08092019.png]]</center> | <center>[[File:X70-7_8_1-70-(3)-08092019.png]]</center> | ||
<center>X70-7_8_1-70-(3)-08092019.png</center> | <center>X70-7_8_1-70-(3)-08092019.png</center> | ||
| − | + | :4) Select the '''NEW snapshot at date:''' radio button and use the calendar dropdown list to select the date for this snapshot as shown here: | |
<center>[[File:X70-7_8_1-70-(4)-08092019.png]]</center> | <center>[[File:X70-7_8_1-70-(4)-08092019.png]]</center> | ||
<center>X70-7_8_1-70-(4)-08092019.png</center> | <center>X70-7_8_1-70-(4)-08092019.png</center> | ||
| − | + | :5) Then, click '''Next>''' or '''New''' depending on whether the '''Show field mappings''' box is checked. OnePager takes the Microsoft Excel '''source plan''' data under the control of the '''flag''' field and produce a new snapshot in the chart at the date selected. | |
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| − | + | Once the updated chart is open, you can '''edit''', '''save''', and '''copy the chart''' to a Microsoft PowerPoint slide or elsewhere as described previously. When you save the chart, the newly created snapshot is stored in the chart’s '''.TAM''' file along with all its other snapshots. Some care needs to be taken to make sure that the update uses the correct '''Flag''' setting. The chart is designed to remember which '''Flag''' setting, so the updates are consistent unless you accidentally change the '''Flag'''. A chart can contain as many snapshots as you like. When there are multiple '''Flag''' fields in a Microsoft Excel plan from which OnePager imports data, it’s a good idea to glance at the '''Flag''' setting before hitting the large '''New''' button. | |
==Related Links== | ==Related Links== | ||
Revision as of 20:48, 30 December 2020
Overview Flow Chart
During the course of a project, work is accomplished, new tasks start, other tasks are finished, and, from time to time, dates are adjusted. These occurrences are usually picked up as part of a regular reporting process. When updated, the Microsoft Excel plan becomes the source for reporting schedule updates. OnePager uses the updated Microsoft Excel source plan to add snapshots to record how the project changes from reporting period to reporting period.
One method that the OnePager Add-in uses is called the Push Update. By push we mean that the updated Microsoft Project plan is Pushed to OnePager. This distinction is important since OnePager also enables the Pull Update method. For more information on the Pull method for adding a snapshot to the chart, please see the article at: ADDING a Snapshot via Pull Operation - OnePager Express 7.15.2-70.
The scenario for accomplishing this periodic process is shown below:
-08092019.png)
Procedures
- 1) Launch Microsoft Excel and bring up a Microsoft Excel source plan containing updated information. Launch OnePager Express from the Microsoft Excel tool bar.
- 2) Launch OnePager and select the UPDATE button on the OnePager Express Start form as shown below:
-08092019.png)
- 3) Clicking the UPDATE button displays a list of recently-used charts and the word BROWSE FILES… option. Select the desired chart as shown above and OnePager accesses the OnePager choices (OPC) form shown here:
-08092019.png)
- 4) Select the NEW snapshot at date: radio button and use the calendar dropdown list to select the date for this snapshot as shown here:
-08092019.png)
- 5) Then, click Next> or New depending on whether the Show field mappings box is checked. OnePager takes the Microsoft Excel source plan data under the control of the flag field and produce a new snapshot in the chart at the date selected.
Once the updated chart is open, you can edit, save, and copy the chart to a Microsoft PowerPoint slide or elsewhere as described previously. When you save the chart, the newly created snapshot is stored in the chart’s .TAM file along with all its other snapshots. Some care needs to be taken to make sure that the update uses the correct Flag setting. The chart is designed to remember which Flag setting, so the updates are consistent unless you accidentally change the Flag. A chart can contain as many snapshots as you like. When there are multiple Flag fields in a Microsoft Excel plan from which OnePager imports data, it’s a good idea to glance at the Flag setting before hitting the large New button.
Related Links
Creating a NEW Chart via Pull Operation - OnePager Pro 7.13.1-70
Creating a NEW Chart via Pull Operation - OnePager Express 7.13.2-70
REPLACING a Snapshot via Pull Operation - OnePager Pro 7.14.1-70
REPLACING a Snapshot via Pull Operation - OnePager Express 7.14.2-70
ADDING a Snapshot via Pull Operation - OnePager Pro 7.15.1-70
ADDING a Snapshot via Pull Operation - OnePager Express 7.15.2-70
Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro 7.16.1-70
Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express 7.16.2-70
Using the OnePager "Data" Tab's "Selected file(s)" Button 7.17.1-70
(7.8.1-70)
