Difference between revisions of "Conditional Formatting Overview for OnePager Express for Version 7.0"

Revision as of 22:18, 22 September 2019

An Example of Conditional Formatting

1) As an example of conditional formatting, suppose that you have tasks that you want to show as green if the value in Risk Assessment field in your Microsoft Excel source plan contains the text Low Risk.

2) Further, you want tasks to show as yellow if Risk Assessment for that task contains the text Medium Risk and you want the task to show as red if Risk Assessment contains the text High Risk.

3) Above all, you want this to be represented in a series of snapshots automatically as you update the value of the task’s Risk Assessment field in the Microsoft Excel source plan only.

4) OnePager gives you the capability to add rules and apply them consistently from snapshot to snapshot as the source plan data changes.

5) Additionally, you can subsequently edit the rules as needed.

6) Finally, you have the ability to copy a rule or rules to make rule definition management easier.

Example Simple Source Plan

7) Keeping it simple, let’s create a Microsoft Excel source plan with Tasks AA, BB, and CC each with a Start and Finish date, each with a Show It field for OnePager import control, and a Risk Assessment field for representing the risk assessment. That Microsoft Excel source plan might look like this:

8) To set up the desired output and performance from OnePager, we need to enter our formatting conditions for these tasks into the Conditional Formatting Rules engine.

9) Access to the Conditional Formatting Rules engine prior to creation of a chart is through the Task Bars or Milestones tab of the Template Properties form.

10) Conditional Formatting Rules can also be added, edited, or deleted after the chart is created by using the Chart Properties form at the Task Bars or Milestones tab as is done in the example that follows.

Create Conditional Formatting Rules

11) When the Conditional Formatting Rules form is filled in as we’ve described it looks like this:

Create the First Snapshot

12) If we now create the chart, it looks like this for the first snapshot on 10/15/2019:

13) Since Tasks AA, BB, and CC have each of their Risk Assessment data cells set to Low Risk, all tasks first snapshot are colored Green.

Update Source Plan With New Risk Assessments

14) Now suppose we update our Microsoft Excel source plan on 10/30/2019 to show Task AA remaining Low Risk but Task BB now becoming Medium Risk.

a) So, we need to update Risk Assessment fields accordingly.

b) Further, let’s assume that now Task CC is now in a High Risk condition so we update its Risk Assessment field.

c) The Microsoft Excel source plan would look like this for the status on 10/30/2019:

Create the Second Snapshot

15) With this updated Microsoft Excel source plan dated 10/30/2019 we can take a second snapshot that looks like this:

16) The update to the chart snapshot for 10/30/2019 was done automatically for you after you established the Conditional Formatting rules for this project.

17) Your only requirement was to maintain the appropriate Risk Assessment values in your Microsoft Excel source plan.

Note

18) The above example illustrates the power of Conditional Formatting.

a) Before starting, it should be pointed out that Conditional Formatting is done on a Global basis.

b) As with other global editing features that are supported by OnePager, changes to Conditional Formatting rules have an impact on the chart and all snapshots previously created as well as snapshots created in the future.

c) Accordingly, caution should be exercised should you want to preserve historical snapshots in their original form before edits are made to the Conditional Formatting rules.

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