Difference between revisions of "Conditional Formatting for Version 7.0 (Portal)"

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'''Conditional formatting''' allows you to define a '''set of rules''' that alter the look of your chart as the data in your Microsoft Project '''source plan''' or Microsoft Excel '''source plan''' changes.  
 
'''Conditional formatting''' allows you to define a '''set of rules''' that alter the look of your chart as the data in your Microsoft Project '''source plan''' or Microsoft Excel '''source plan''' changes.  
  
It goes beyond the '''dynamic color-coding''' feature described in the article at: [[Task Bars Tab for Version 7.0 (OnePager Pro) | Task Bars Tab-OnePager Pro]].  <!--21.1.3.1-70
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It goes beyond the '''dynamic color-coding''' feature described in the article at: [[Task Bars Tab for Version 7.0 (OnePager Pro) | Task Bars Tab-OnePager Pro]].  <!--21.1.3.1-70-->
  
 
The following elements can be defined by using '''conditional formatting''' rules:
 
The following elements can be defined by using '''conditional formatting''' rules:

Latest revision as of 16:25, 25 January 2021

About Conditional Formatting

Conditional formatting allows you to define a set of rules that alter the look of your chart as the data in your Microsoft Project source plan or Microsoft Excel source plan changes.

It goes beyond the dynamic color-coding feature described in the article at: Task Bars Tab-OnePager Pro.

The following elements can be defined by using conditional formatting rules:

  • Shape (task bar or milestone symbol)
  • Color
  • Height
  • Border
  • Label Font

To go directly to the list of detailed articles for Conditional Formatting for OnePager Pro and Express, click here: Conditional Formatting - Related Links

Conditional Formatting Controls

You can define conditional formatting rules either before or after you create new chart. To create rules before you create a chart, use the Template Properties form by navigating to the Task Bars or Milestones tab and navigating to the Conditional Formatting control group as shown below in the OnePager Pro Template Properties form:

P70-11 0 1-(1)-06052020.png

Clicking the Manage Rules... button in this control group accesses the Conditional Formatting Rules form where you can add, edit, and delete conditional formatting rules.

Detailed articles are provided to assist you with using the Conditional Formatting feature for both OnePager Pro and Express below: Related Links

The same Conditional Formatting control group is available in the OnePager Pro Chart Properties form as well as the Template form and Chart Properties form for OnePager Express.

Conditional Formatting Example

As an example, the following chart, used throughout this Wiki, is shown below with the application of Conditional Formatting rules to vary the shapes used for tasks to indicate the Resource Name associated with each task shape shown.

P70-11 0 1-(2)-06052020.png

To achieve this result in the chart, below is the simple set of Conditional Formatting Rules used:

P70-11 0 1-(3)-06052020.png

Related Links

Conditional Formatting Overview-OnePager Pro Conditional Formatting Overview-OnePager Express
Adding Conditional Formatting Rules-OnePager Pro Adding Conditional Formatting Rules-OnePager Express
Conditional Formatting with Boolean Fields for OnePager Pro Conditional Formatting with Boolean Fields for OnePager Express
Managing Conditional Formatting Rules for OnePager Pro Managing Conditional Formatting Rules for OnePager Express
Conditional Formatting Rules and the Legend for OnePager Pro Conditional Formatting Rules and the Legend for OnePager Express
Conditional Formatting Rules and the Template for OnePager Pro Conditional Formatting Rules and the Template for OnePager Express
Summary of Conditional Formatting Actions-OnePager Pro Summary of Conditional Formatting Actions-OnePager Express

Other Resources

Conditional Formatting Tutorial Video

Blog-Display Certainty in Your Plan by Using Conditional Formatting

Using Microsoft Project Flag Fields with OnePager Pro's Conditional Formatting Rules

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