Difference between revisions of "Conditional Formatting Rules and the Legend for OnePager for Version 7.2"

Latest revision as of 22:26, 5 January 2024

Introduction

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, Asana, and Wrike.

The focus of this article is on the Conditional Formatting Rules for Tasks & Milestones form. Accordingly, conditional formatting for tasks & milestones are used as example of how you can use conditional formatting. These same examples apply as well to conditional formatting for Text Columns & Rows and Swimlanes. The three (3) Conditional Formatting Rules forms are structured so that all three conditional formatting set of rules operate the same with only the various objects and their properties changing from form to form.

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:

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:

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:

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:

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:

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

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