Difference between revisions of "Conditional Formatting for Version 7.1 (Portal)"

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==Introduction to Conditional Formatting in OnePager==
 
==Introduction to Conditional Formatting in OnePager==
  
−
This series of article describes OnePager’s '''Conditional Formatting''' features. Illustrations used in this article are from OnePager Pro but the feature's function, controls, and manual edits apply equally to OnePager Express and OnePager 360.
+
This series of article describes OnePager’s '''Conditional Formatting''' features. Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the feature's function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Smartsheet, and Oracle Primavera P6.
  
 
==About Conditional Formatting==
 
==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.  
+
'''Conditional formatting''' allows you to define a '''set of rules''' that alter the look of your chart as the data in your '''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]] 21.3.1-70
+
It goes beyond the '''dynamic color-coding''' feature described in the article at: [[Task Bars Tab for Version 7.1 | Task Bars Tab]] <!--21.3.1-71-->
  
 
The following elements can be defined by using '''conditional formatting''' rules:
 
The following elements can be defined by using '''conditional formatting''' rules:
  
 
:* '''Shape''' (task bar or milestone symbol)
 
:* '''Shape''' (task bar or milestone symbol)
−
:* '''Color'''
+
:* '''Color''' (foreground color and background color)
−
:* '''Height'''
+
:* '''Fill Pattern''' (gradient and hash fill patterns)
−
:* '''Border'''
+
:* '''Height %'''
−
:* '''Label Font'''
+
:* '''Border Style'''
 +
:* '''Label Font Properties'''
 +
:* '''Label Position'''
 +
:* '''Legend Text'''
 +
:* '''Priority'''
  
−
To go directly to the list of detailed articles for '''Conditional Formatting''' for OnePager Pro and Express, click here: [[Conditional Formatting for Version 7.0 (Portal)#Related Links | Conditional Formatting - Related Links]] 11.0.1-70
+
To go directly to the list of detailed articles for '''Conditional Formatting''' for OnePager, click here: [[Conditional Formatting for Version 7.1 (Portal)#Related Links | Related Links]] <!--11.0.1-71-->
  
 
==Conditional Formatting Controls==
 
==Conditional Formatting Controls==
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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:
 
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:
  
−
<center>[[File:P70-11_0_1-(1)-06052020.png]]</center>
+
<center>[[File:P71-11_0_1-71-(1-1)-03142022.png]]</center>
−
<!--<center>P70-11_0_1-(1)-06052020.png</center>-->  
+
<!--<center>P71-11_0_1-71-(1-1)-03142022.png</center>-->
  
 
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'''.  
 
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 OnePager below:  [[Conditional Formatting for Version 7.1 (Portal)#Related Links | Related Links]] 11.0.1-71
+
Detailed articles are provided to assist you with using the '''Conditional Formatting''' feature for OnePager below:  [[Conditional Formatting for Version 7.1 (Portal)#Related Links | Related Links]] <!--11.0.1-71-->
  
−
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.
+
The same '''Conditional Formatting''' control group is available in the OnePager '''Chart Properties''' form as well as the '''Template Properties''' form.
  
 
===Conditional Formatting Example===
 
===Conditional Formatting Example===
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To achieve this result in the chart, below is the simple set of '''Conditional Formatting Rules''' used:
 
To achieve this result in the chart, below is the simple set of '''Conditional Formatting Rules''' used:
  
−
<center>[[File:P70-11_0_1-(3)-06052020.png]]</center>
+
<center>[[File:P71-11_0_1-71-(3)-01072022.png]]</center>
−
<!--<center>P70-11_0_1-(3)-06052020.png</center>-->
+
<!--<center>P71-11_0_1-71-(3)-01072022.png</center>-->
  
 
==Related Links==
 
==Related Links==
  
−
The articles listed in the table below describe OnePager’s '''Conditional Formatting''' feature.  Illustrations used in these articles are from OnePager Pro but the feature's function, controls, and manual edits apply equally to OnePager Express.
+
The articles listed in the table below describe OnePager’s '''Conditional Formatting''' feature.  Illustrations used in these articles are from OnePager Pro but the feature's function, controls, and manual edits apply equally to OnePager Express and OnePager Bundle.
  
 
<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Conditional Formatting Overview for OnePager Pro for Version 7.0 | Conditional Formatting Overview]] 11.1.1-70
+
| [[Conditional Formatting Overview for OnePager for Version 7.1 | Conditional Formatting Overview]] <!--11.1.1-71-->
 
|-
 
|-
−
| [[Adding Conditional Formatting Rules for OnePager Pro for Version 7.0 | Adding Conditional Formatting Rules]] 11.3.1-70
+
| [[Adding Conditional Formatting Rules for OnePager for Version 7.1 | Adding Conditional Formatting Rules]] <!--11.3.1-71-->
 
|-
 
|-
−
| [[Conditional Formatting with Boolean Fields for OnePager Pro for Version 7.0 | Conditional Formatting with Boolean Fields]] 11.5.1-70
+
| [[Conditional Formatting with Boolean Fields for OnePager for Version 7.1 | Conditional Formatting with Boolean Fields]] <!--11.5.1-71-->
 
|-
 
|-
−
| [[Managing Conditional Formatting Rules for OnePager Pro for Version 7.0 | Managing Conditional Formatting Rules]] 11.9.1-70
+
| [[Managing Conditional Formatting Rules for OnePager for Version 7.1 | Managing Conditional Formatting Rules]] <!--11.9.1-71-->
 
|-
 
|-
−
| [[Conditional Formatting Rules and the Legend for OnePager Pro for Version 7.0 | Conditional Formatting Rules and the Legend]] 11.11.1-70
+
| [[Conditional Formatting Rules and the Legend for OnePager for Version 7.1 | Conditional Formatting Rules and the Legend]] <!--11.11.1-71-->
 
|-
 
|-
−
| [[Conditional Formatting Rules and the Template for OnePager Pro for Version 7.0 | Conditional Formatting Rules and the Template]] 11.13.1-70
+
| [[Conditional Formatting Rules and the Template for OnePager for Version 7.1 | Conditional Formatting Rules and the Template]] <!--11.13.1-71-->
 
|-
 
|-
−
| [[Conditional Formatting Actions for OnePager Pro for Version 7.0 | Summary of Conditional Formatting Actions]] 11.7.1-70
+
| [[Conditional Formatting Actions for OnePager for Version 7.1 | Summary of Conditional Formatting Actions]] <!--11.7.1-71-->
 
|}
 
|}
 
</center>
 
</center>
 +
 +
[[Basic Workflows for Version 7.1 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-71-->
 +
 +
[[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.1 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-71-->
 +
 +
[[Modifying Decorations on Tasks/Milestones for Version 7.1 (Portal) | Modifying Decorations on Tasks/Milestones (Portal)]] <!--10.0.1-71-->
 +
 +
[[The Chart Legend for Version 7.1 (Portal) | The Chart Legend (Portal)]] <!--15.0.1-71-->
 +
 +
[[Editing with the Chart Properties form for Version 7.1 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-71-->
 +
 +
[[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] <!--24.0.1-71-->
 +
 +
[[Gallery of Dynamic Shapes and Emoji Symbols for Version 7.1 | Gallery of Dynamic Shapes and Emoji Symbols]] <!--29.3.1-71-->
  
 
==Other Resources==
 
==Other Resources==
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[[Category:Charts]]
 
[[Category:Charts]]
 
[[Category:Conditional Formatting]]
 
[[Category:Conditional Formatting]]
−
[[Category:Templates]]
+
[[Category:Template Properties Form]]
 
[[Category:Chart Properties Form]]
 
[[Category:Chart Properties Form]]
 
[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
 
[[Category:Task/Milestone Editing]]
 
[[Category:Task/Milestone Editing]]
 +
[[Category:Legend]]
 
[[Category:Labels]]
 
[[Category:Labels]]
 
[[Category:Color Palettes]]
 
[[Category:Color Palettes]]
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[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Express]]
 
[[Category:OnePager Express]]
 +
[[Category:OnePager Bundle]]

Latest revision as of 17:22, 25 April 2022

Introduction to Conditional Formatting in OnePager

This series of article describes OnePager’s Conditional Formatting features. Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the feature's function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Smartsheet, and Oracle Primavera P6.

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 source plan changes.

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

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

  • Shape (task bar or milestone symbol)
  • Color (foreground color and background color)
  • Fill Pattern (gradient and hash fill patterns)
  • Height %
  • Border Style
  • Label Font Properties
  • Label Position
  • Legend Text
  • Priority

To go directly to the list of detailed articles for Conditional Formatting for OnePager, click here: 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:

P71-11 0 1-71-(1-1)-03142022.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 OnePager below: Related Links

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

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:

P71-11 0 1-71-(3)-01072022.png

Related Links

The articles listed in the table below describe OnePager’s Conditional Formatting feature. Illustrations used in these articles are from OnePager Pro but the feature's function, controls, and manual edits apply equally to OnePager Express and OnePager Bundle.

Conditional Formatting Overview
Adding Conditional Formatting Rules
Conditional Formatting with Boolean Fields
Managing Conditional Formatting Rules
Conditional Formatting Rules and the Legend
Conditional Formatting Rules and the Template
Summary of Conditional Formatting Actions

Basic Workflows (Portal)

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

Modifying Decorations on Tasks/Milestones (Portal)

The Chart Legend (Portal)

Editing with the Chart Properties form (Portal)

Managing Templates (Portal)

Gallery of Dynamic Shapes and Emoji Symbols

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

(11.0.1-71)

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