Difference between revisions of "Conditional Formatting for Version 7.2 (Portal)"
(→Swimlanes Conditional Formatting Example) |
(→Overview Articles) |
||
| Line 168: | Line 168: | ||
| [[Conditional Formatting Overview for OnePager for Version 7.2 | Conditional Formatting Overview]] 11.1.1-72 | | [[Conditional Formatting Overview for OnePager for Version 7.2 | Conditional Formatting Overview]] 11.1.1-72 | ||
|- | |- | ||
| − | | [[Customizing the Conditional Formatting Rules Form's Columns for Version 7.2 | Customizing the Conditional Formatting Rules Form's Columns]] 11.1.3-72 | + | <!--| [[Customizing the Conditional Formatting Rules Form's Columns for Version 7.2 | Customizing the Conditional Formatting Rules Form's Columns]] 11.1.3-72 Column Width, Basic, and Advanced Buttons--> |
|- | |- | ||
| [[Adding Conditional Formatting Rules for OnePager for Version 7.2 | Adding Conditional Formatting Rules]] 11.3.1-72 <!--Include column hiding (BZ9143) and option to save the user's column widths (BZ9152)--> | | [[Adding Conditional Formatting Rules for OnePager for Version 7.2 | Adding Conditional Formatting Rules]] 11.3.1-72 <!--Include column hiding (BZ9143) and option to save the user's column widths (BZ9152)--> | ||
Revision as of 17:15, 9 October 2023
Contents
- 1 Introduction to Conditional Formatting in OnePager
- 2 About Conditional Formatting
- 3 Conditional Formatting Rules for Task Bar/Milestone Symbol Decorations
- 4 Conditional Formatting Rules for Row Text Columns
- 5 Conditional Formatting Rules for Swimlanes
- 6 Links to All Detailed Conditional Formatting Articles
- 7 Conditional Formatting Examples
- 8 Related Links
- 9 Other Resources
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, Microsoft Project for the Web, Smartsheet, Oracle Primavera P6, Planisware Enterprise, Asana, and Wrike.
About Conditional Formatting
Conditional formatting allows you to define a set of rules that enhance the look of your chart based upon the data contained in your source plan. As your source plan's data changes as the project progresses, the conditional formatting rules changes the look of the chart. There are three (3) sets of Conditional formatting rules in OnePager:
- Conditional Formatting Rules for Task Bar/Milestone Symbol Decorations
- Conditional Formatting Rules for Row Text Columns
- Conditional Formatting Rules for Swimlanes
Additionally, there are conditional formatting like rules associated with task links. These task link filtering rules allow you to set up rules governing the showing or hiding of task links in the chart. For more detailed information on Task Link Filtering Rules, please see the article at the link below:
| Using Task Link Filtering Rules for Showing/Hiding Task Links 19.2.1-72 |
The primary purpose of this article is to describe the structure for locating and using detailed information on how the Conditional Formatting Rules for OnePager operate and how they can be used to enhance schedule conversations. The following sections are organized in accordance with the above list.
Conditional Formatting Rules for Task Bar/Milestone Symbol Decorations
The controls for Conditional Formatting Rules for Task Bar/Milestone Symbol Decorations are provided in the Template Properties form and Chart Properties form's Task Bar and Milestone tabs.
For more detailed information on these two sets of tabs, please use the links shown below:
| Task Bars Tab 21.3.1-72 | Milestones Tab 21.5.1-72 |
The following task bar/milestone symbol decoration properties can be managed by using the Conditional Formatting Rules form for task bar/milestone symbol decorations:
- Shape (task bar and milestone symbol)
- Color (foreground color and background color)
- Fill Pattern (gradient and hash fill patterns)
- Height % (numeric value)
- Border Style (color, width, line style)
- Task Labels (position, font properties)
- Date Labels (show/hide of start/finish, position of start/finish, font properties)
- Task Representation (task bar, milestone-start, milestone-finish, default)
- Percent Complete (show/hide thermometer bar, color of thermometer bar, show incomplete milestones as no-fill, show/hide checkmark on completed tasks)
- Baselines (show/hide, color, shape for both milestones and task bars)
- Critical Segments (show/hide, color)
- Deadlines & Endpoints 1 through 4 (show/hide, symbol, custom color)
- Legend Text (text value)
- Priority (integer value)
For an example of the use of Conditional Formatting Rules for task bar/milestone symbol decorations, please use the link shown below:
| Task Bar/Milestone Symbol Decorations Conditional Formatting Example 11.0.1-72 |
Please use the link below to access detailed articles pertaining to the Conditional Formatting Rules features provided by OnePager:
| Links to All Detailed Conditional Formatting Articles 11.0.1-72 |
Conditional Formatting Rules for Row Text Columns
The controls for Conditional Formatting Rules for Row Text Columns are provided in the Template Properties form and Chart Properties form's Rows/Swimlanes tabs.
For more detailed information on the Rows/Swimlanes tab, please use the links found in the table that follows:
| Creating and Editing Rows and Swimlanes (Portal) 12.0.1-72 | Using Rows and Swimlanes 4.0.1.5-72 |
The following properties can be managed by using the Conditional Formatting Rules form for Row Text Columns:
- Function (enabled only for timeline graphs)
- Applies To (text columns Left#1 through Left#5)
- Display As (text or symbol)
- Symbol (shape or emoji)
- Symbol color (shape color)
- Symbol Border (color, width, line style)
- Which Text (selected field or custom text)
- Custom Text (entered text)
- Label Font (font properties of custom text)
- Cell Background (color)
- Row Background (color)
- Priority (integer value)
For an example of the use of Conditional Formatting Rules for Row Text Columns, please use the link shown below:
| Rows and Text Column Conditional Formatting Example 11.0.1-72 |
Please use the link below to access detailed articles pertaining to the Conditional Formatting Rules features provided by OnePager:
| Links to All Detailed Conditional Formatting Articles 11.0.1-72 |
Conditional Formatting Rules for Swimlanes
The controls for Conditional Formatting Rules for Swimlanes are provided in the Template Properties form and Chart Properties form's Rows/Swimlanes tabs.
For more detailed information on the Rows/Swimlanes tab, please use the links found in the table that follows:
| Creating and Editing Rows and Swimlanes (Portal) 12.0.1-72 | Using Rows and Swimlanes 4.0.1.5-72 |
The following properties can be managed by using the Conditional Formatting Rules for Swimlanes form:
- Font Properties
- Swimlane Label Cell Background Color
- Swimlane Background Color
For an example of the use of Conditional Formatting Rules for Swimlanes, please use the link shown below:
| Swimlanes Conditional Formatting Example 11.0.1-72 |
Please use the link below to access detailed articles pertaining to the Conditional Formatting Rules features provided by OnePager:
| Links to All Detailed Conditional Formatting Articles 11.0.1-72 |
Links to All Detailed Conditional Formatting Articles
There are five (5) sets of links below organized to provide you with access to:
- 1) Articles that Overview Conditional Formatting Rule features
- 2) Articles describing Basic Conditional Formatting Rule features
- 3) Articles describing Intermediate Conditional Formatting Rule features
- 4) Articles covering Advanced Conditional Formatting Rule features
- 5) Articles describing Other Conditional Formatting Rule features
The articles shown in the table below provide conditional formatting and control instructions for OnePager Pro, One Pager Express, and OnePager Bundle.
Overview Articles
| Conditional Formatting Overview 11.1.1-72 |
| Adding Conditional Formatting Rules 11.3.1-72 |
Basic Conditional Formatting Rule Topics
| Conditional Formatting with Boolean Fields 11.5.1-72 |
| Managing Conditional Formatting Rules 11.9.1-72 |
Intermediate Conditional Formatting Rule Topics
Advanced Conditional Formatting Rule Topics
Other Conditional Formatting Rule Topics
| Conditional Formatting Rules and the Legend 11.11.1-72 |
| Conditional Formatting Rules and the Template 11.13.1-72 |
| Summary of Conditional Formatting Actions 11.7.1-72 |
Conditional Formatting Examples
Task Bar/Milestone Symbol Decorations 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 task bars to indicate the Resource Name associated with each task bar shown.
-02072023.png)
To achieve this result in the chart, below is the simple set of Conditional Formatting Rules used:
-08152023.png)
The complete set of columns provided in the Conditional Formatting Rules form for Task Bar/Milestone Symbol Decorations for the Basic and Advanced sets are shown below. The function and use of these columns are explained in this series of articles.
-06142023.png)
-06142023.png)
The Conditional Formatting Rules forms for Task Bar/Milestone Symbol Decorations shown above were stretched to show all the columns in the illustrations. There is a horizontal scroll bar provided to bring columns to the right into view without stretching the form. Note that the On, Field, Operator, and Value columns remain fixed on the left side of the form in order to always keep them in view when you fill in the condition columns on the right side of the form.
Rows and Text Column Conditional Formatting Example
As an example of Rows and Text Column Conditional Formatting, the chart shown below has row text column Left#2 set up to display a circle symbol colored to convey the status of the %Complete value for each task bar shown in the chart.
-06142023.png)
To achieve this result in the chart, below is the simple set of Conditional Formatting Rules used:
-08152023.png)
Swimlanes Conditional Formatting Example
Continuing with the example in the previous sub-section, suppose we want to further emphasize the %Complete condition of the project by coloring the swimlane name label cells to reflect the predominant %Complete value among the rows that make up the swimlane. To accomplish this, we use the Conditional Formatting for Swimlanes form and configure it as shown in the illustration below:
-08152023.png)
The Conditional Formatting for Swimlanes form can conditionally format the swimlane name label and the background color of the swimlane cell depending on the rules provided. In this example, the Conditional Formatting for Swimlane rules mirror those used in the previous example for Conditional Formatting for Text Columns & Rows. When the rules are applied to the chart, it looks like this:
-08152023.png)
Because there are multiple rows per swimlane, the Conditional Formatting for Swimlane rules all use the Mode Function Option. For more information on the use of Functions in Conditional Formatting Rules, please see the article in the link below:
| Using Functions with Text Columns, Rows, and Swimlanes 12.07.1-72 |
Related Links
| Using Rows and Swimlanes 4.0.1.5-72 | Basic Workflows (Portal) 7.0.1-72 |
| Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-72 | Modifying Decorations on Tasks/Milestones (Portal) 10.0.1-72 |
| Creating and Editing Rows and Swimlanes (Portal) 12.0.1-72 | Using Functions with Text Columns, Rows, and Swimlanes 12.07.1-72 |
| The Chart Legend (Portal) 15.0.1-72 | Using Task Link Filtering Rules for Showing/Hiding Task Links 19.2.1-72 |
| Editing with the Chart Properties form (Portal) 21.0.1-72 | Managing Templates (Portal) 24.0.1-72 |
| Gallery of Dynamic Shapes and Emoji Symbols 29.3.1-72 |
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 |
(11.0.1-72)
