Difference between revisions of "Conditional Formatting Rules and the Legend for OnePager Pro for Version 7.0"

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(Created page with "==Overview== Because '''Conditional Formatting Rules''' can become complex, OnePager provides a means to show in the '''legend item text''' what rules set various '''colors''...")
 
 
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==Overview==
 
==Overview==
  
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Because '''Conditional Formatting Rules''' can become complex, OnePager provides a means to show in the '''legend item text''' what rules set various '''colors''' and '''shapes'''. You can subsequently decide to change the '''legend-item text'''.
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Because '''Conditional Formatting Rules''' can become complex, OnePager provides a means to show the '''colors''' and '''shapes''' in the '''legend item text''' for task bars/milestone symbols involved in '''conditional formatting''' rules.  Entries are added to the '''Legend''', as is shown in this article, whenever a '''conditional formatting''' rule is '''applied''' to a task bar/milestone symbol's '''color''' or '''shape''' when the '''Legend''' is displayed in the chart. You always have the option to subsequently decide to '''edit''' these '''legend-item text''' item entries after the rules are '''applied''' to the chart.
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For more information on '''editing the Legend''', please see the article at:  [[Legend Editing Controls for OnePager Pro for Version 7.0 | Legend Editing Controls for OnePager Pro]] <!--15.3.1-70-->
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The example that follows shows how the '''Legend''' is handled when '''conditional formatting''' rules are used with a simple Microsoft Project '''source plan'''.
  
 
==Example==
 
==Example==
  
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1) Suppose you have the Microsoft Project '''source plan''' shown below where the '''Text20''' field is used to represent the project’s phases.  Highlighted below are four tasks of which three are in Phase THREE and one is in Phase END.  You would like to represent these four tasks in black with a left pointing arrow symbol.  First, let’s see the Microsoft Project '''source plan''':
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Suppose you have the Microsoft Project '''source plan''' shown below where the '''Text20''' '''field''' is used to represent the project’s '''Phases'''.  Highlighted below are four task bars of which three are in Phase THREE and one is in Phase END.  In this example, suppose you want to represent these four task bars in '''black''' with a '''left pointing arrow''' task bar.   
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===Example Microsoft Project Source Plan===
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Here is the proposed Microsoft Project '''source plan''':
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<center>[[File:P70-11_11_1-70-(1)-09262019.png]]</center>
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<!--<center>P70-11_11_1-70-(1)-09262019.png</center>-->
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===Basic Chart From Microsoft Project Source Plan===
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When the basic chart is created with '''round-robin color''' assigned from Text20 (Phase), it looks like this:
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<center>[[File:P70-11_11_1-70-(2)-09262019.png]]</center>
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<!--<center>P70-11_11_1-70-(2)-09262019.png</center>-->
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===Conditional Formatting Rules===
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To implement the desired results for tasks in Phases THREE and END, you can '''create conditional formatting rules''' that look like this:
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<center>[[File:P70-11_11_1-70-(3)-09262019.png]]</center>
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<!--<center>P70-11_11_1-70-(3)-09262019.png</center>-->
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===Conditionally Formatted Chart===
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When the chart is created, the highest '''priority''' rule shown above is '''applied''', and the four task bars highlighted in the Microsoft Project '''source plan''' have their rules '''applied'''.  Thus, task shapes I, J, K, L, and Q shows the results of '''applying''' the highest '''priority conditional formatting rule''' as shown here:
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<center>[[File:P70-11_11_1-70-(4)-09262019.png]]</center>
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<!--<center>P70-11_11_1-70-(4)-09262019.png</center>-->
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''Notice''' that the '''legend entry''' for Phase THREE shows that the '''Not O conditional formatting rule''' was applied to the task bars that have the '''black''' reverse arrow task bars.
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==Related Links==
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[[Conditional Import for Version 7.0 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-70-->
  
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<center>[[File:P61-11_11_1-61-(1)-10312017.png]]</center>
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[[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-70-->
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<center>P61-11_11_1-61-(1)-10312017.png</center>
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2) When you create the basic project view with '''round-robin color''' assigned from Phase (Text20), it looks like this:
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[[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] <!--9.2.1-70-->
  
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<center>[[File:P61-11_11_1-61-(2)-10312017.png]]</center>
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[[Modifying Decorations on Tasks/Milestones for Version 7.0 (Portal) | Modifying Decorations on Tasks/Milestones (Portal)]] <!--10.0.1-70-->
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<center>P61-11_11_1-61-(2)-10312017.png</center>
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3) To implement the desired results for tasks in Phases THREE and END, you might create conditional formatting rules that look like this:
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[[Conditional Formatting Overview for OnePager Pro for Version 7.0 | Conditional Formatting Overview-OnePager Pro]] <!--11.1.1-70-->
  
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<center>[[File:P61-11_11_1-61-(3)-10312017.png]]</center>
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[[Adding Conditional Formatting Rules for OnePager Pro for Version 7.0 | Adding Conditional Formatting Rules-OnePager Pro]] <!--11.3.1-70-->
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<center>P61-11_11_1-61-(3)-10312017.png</center>
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4) When the project view is created, the highest priority rule shown above is applied, and the four tasks highlighted in the Microsoft Project '''source plan''' have these rules applied. Thus, tasks I, J, K, L, and Q shows the results of applying the highest priority conditional formatting rule as shown here:
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[[Legend Editing Controls for OnePager Pro for Version 7.0 | Legend Editing Controls for OnePager Pro]] <!--15.3.1-70-->
  
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<center>[[File:P61-11_11_1-61-(4)-10312017.png]]</center>
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[[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
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<center>P61-11_11_1-61-(4)-10312017.png</center>
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5) '''Notice''' that the '''legend entry''' for Phase THREE shows that the '''Not O conditional formatting rule''' was applied to the tasks that have the black reverse arrow tasks.
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[[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70-->
  
 
(11.11.1-70)
 
(11.11.1-70)
  
 
[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
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[[Category:Project Views]]
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[[Category:Charts]]
 
[[Category:Conditional Formatting]]
 
[[Category:Conditional Formatting]]
 
[[Category:Templates]]
 
[[Category:Templates]]
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[[Category:Project-View Properties Form]]
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[[Category:Chart Properties Form]]
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[[Category:Editing a Project View]]
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[[Category:Editing the Chart]]
 
[[Category:Task/Milestone Editing]]
 
[[Category:Task/Milestone Editing]]
 
[[Category:Legend]]
 
[[Category:Legend]]

Latest revision as of 20:29, 13 January 2021

Overview

Because Conditional Formatting Rules can become complex, OnePager provides a means to show the colors and shapes in the legend item text for task bars/milestone symbols involved in conditional formatting rules. Entries are added to the Legend, as is shown in this article, whenever a conditional formatting rule is applied to a task bar/milestone symbol's color or shape when the Legend is displayed in the chart. You always have the option to subsequently decide to edit these legend-item text item entries after the rules are applied to the chart.

For more information on editing the Legend, please see the article at: Legend Editing Controls for OnePager Pro

The example that follows shows how the Legend is handled when conditional formatting rules are used with a simple Microsoft Project source plan.

Example

Suppose you have the Microsoft Project source plan shown below where the Text20 field is used to represent the project’s Phases. Highlighted below are four task bars of which three are in Phase THREE and one is in Phase END. In this example, suppose you want to represent these four task bars in black with a left pointing arrow task bar.

Example Microsoft Project Source Plan

Here is the proposed Microsoft Project source plan:

P70-11 11 1-70-(1)-09262019.png

Basic Chart From Microsoft Project Source Plan

When the basic chart is created with round-robin color assigned from Text20 (Phase), it looks like this:

P70-11 11 1-70-(2)-09262019.png

Conditional Formatting Rules

To implement the desired results for tasks in Phases THREE and END, you can create conditional formatting rules that look like this:

P70-11 11 1-70-(3)-09262019.png

Conditionally Formatted Chart

When the chart is created, the highest priority rule shown above is applied, and the four task bars highlighted in the Microsoft Project source plan have their rules applied. Thus, task shapes I, J, K, L, and Q shows the results of applying the highest priority conditional formatting rule as shown here:

P70-11 11 1-70-(4)-09262019.png

Notice' that the legend entry for Phase THREE shows that the Not O conditional formatting rule was applied to the task bars that have the black reverse arrow task bars.

Related Links

Conditional Import Filters (Portal)

Manual Editing Task/Milestone Shapes and Text Labels (Portal)

Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)

Modifying Decorations on Tasks/Milestones (Portal)

Conditional Formatting Overview-OnePager Pro

Adding Conditional Formatting Rules-OnePager Pro

Legend Editing Controls for OnePager Pro

Editing with the Chart Properties form (Portal)

Managing Templates (Portal)

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