Difference between revisions of "Conditional Formatting for Version 7.2 (Portal)"

From OnePager Documentation
Jump to: navigation, search
(→‎Conditional Formatting Rules for Task Bar/Milestone Symbol Decorations)
 
(20 intermediate revisions by the same user not shown)
Line 9: Line 9:
 
'''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''' 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 Tasks & Milestones'''
−
:* '''Conditional Formatting Rules for Row Text Columns'''
+
:* '''Conditional Formatting Rules for Text Columns & Rows'''
 
:* '''Conditional Formatting Rules for Swimlanes'''
 
:* '''Conditional Formatting Rules for Swimlanes'''
  
Line 17: Line 17:
 
<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager for Version 7.2 | Using Task Link Filtering Rules for Showing/Hiding Task Links]] 19.2.1-72
+
| [[Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager for Version 7.2 | Using Task Link Filtering Rules for Showing/Hiding Task Links]] <!--19.2.1-72-->
 
|}
 
|}
 
</center>
 
</center>
Line 23: Line 23:
 
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.
 
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==
+
==Conditional Formatting Rules for Tasks & Milestones==
  
−
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.
+
The controls for '''Conditional Formatting Rules for Tasks & Milestones''' 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:
 
For more detailed information on these two sets of tabs, please use the links shown below:
Line 31: Line 31:
 
<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Task Bars Tab for Version 7.2 | Task Bars Tab]] 21.3.1-72
+
| [[Task Bars Tab for Version 7.2 | Task Bars Tab]] <!--21.3.1-72-->
 
|-
 
|-
−
| [[Milestones Tab for Version 7.2 | Milestones Tab]] 21.5.1-72
+
| [[Milestones Tab for Version 7.2 | Milestones Tab]] <!--21.5.1-72-->
 
|}
 
|}
 
</center>
 
</center>
 
   
 
   
−
The following '''task bar/milestone symbol decoration properties''' (seventeen (17)) can be managed by using the '''Conditional Formatting Rules''' form for '''task bar/milestone symbol decorations''':
+
The following '''task bar/milestone symbol decoration properties''' (seventeen (17)) can be managed by using the '''Conditional Formatting Tasks & Milestones''' form:
  
 
:* '''Shape''' (task bar and milestone symbol)
 
:* '''Shape''' (task bar and milestone symbol)
Line 55: Line 55:
 
:* '''Priority''' (integer 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:
+
For an example of the use of '''Conditional Formatting Tasks & Milestones form''', please use the link shown below:
  
 
<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Conditional Formatting for Version 7.2 (Portal)#Task Bar/Milestone Symbol Decorations Conditional Formatting Example | Task Bar/Milestone Symbol Decorations Conditional Formatting Example]] 11.0.1-72
+
| [[Conditional Formatting for Version 7.2 (Portal)#Task & Milestone Conditional Formatting Example | Task & Milestone Conditional Formatting Example]] <!--11.0.1-72-->
 
|}
 
|}
 
</center>
 
</center>
Line 67: Line 67:
 
<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Conditional Formatting for Version 7.2 (Portal)#Links to All Detailed Conditional Formatting Articles | Links to All Detailed Conditional Formatting Articles]] 11.0.1-72
+
| [[Conditional Formatting for Version 7.2 (Portal)#Links to All Detailed Conditional Formatting Articles | Links to All Detailed Conditional Formatting Articles]] <!--11.0.1-72-->
 
|}
 
|}
 
</center>
 
</center>
  
−
==Conditional Formatting Rules for Row Text Columns==
+
==Conditional Formatting Rules for Text Columns & Rows==
  
−
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.
+
The controls for '''Conditional Formatting Rules for Text Columns & Rows''' 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:
 
For more detailed information on the '''Rows/Swimlanes''' tab, please use the links found in the table that follows:
Line 79: Line 79:
 
<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Creating and Editing Rows and Swimlanes for Version 7.2 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] 12.0.1-72
+
| [[Creating and Editing Rows and Swimlanes for Version 7.2 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-72-->
−
| [[Using Rows and Swimlanes for OnePager Version 7.2 | Using Rows and Swimlanes]] 4.0.1.5-72
+
|-
 +
| [[Using Rows and Swimlanes for OnePager Version 7.2 | Using Rows and Swimlanes]] <!--4.0.1.5-72-->
 
|}
 
|}
 
</center>
 
</center>
  
−
The following '''properties''' can be managed by using the '''Conditional Formatting Rules''' form for '''Row Text Columns''':
+
The following '''properties''' can be managed by using the '''Conditional Formatting Rules for Text Columns & Rows''' form:
  
 
:* '''Function''' (enabled only for timeline graphs)
 
:* '''Function''' (enabled only for timeline graphs)
Line 99: Line 100:
 
:* '''Priority''' (integer value)
 
:* '''Priority''' (integer value)
  
−
For an example of the use of '''Conditional Formatting Rules''' for '''Row Text Columns''', please use the link shown below:
+
For an example of the use of '''Conditional Formatting Rules for Text Columns & Rows''' form, please use the link shown below:
  
 
<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Conditional Formatting for Version 7.2 (Portal)#Rows and Text Column Conditional Formatting Example | Rows and Text Column Conditional Formatting Example]] 11.0.1-72
+
| [[Conditional Formatting for Version 7.2 (Portal)#Text Column and Rows Conditional Formatting Example | Text Column and Rows Conditional Formatting Example]] <!--11.0.1-72-->
 
|}
 
|}
 
</center>
 
</center>
Line 111: Line 112:
 
<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Conditional Formatting for Version 7.2 (Portal)#Links to All Detailed Conditional Formatting Articles | Links to All Detailed Conditional Formatting Articles]] 11.0.1-72
+
| [[Conditional Formatting for Version 7.2 (Portal)#Links to All Detailed Conditional Formatting Articles | Links to All Detailed Conditional Formatting Articles]] <!--11.0.1-72-->
 
|}
 
|}
 
</center>
 
</center>
Line 123: Line 124:
 
<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Creating and Editing Rows and Swimlanes for Version 7.2 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] 12.0.1-72
+
| [[Creating and Editing Rows and Swimlanes for Version 7.2 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-72-->
−
| [[Using Rows and Swimlanes for OnePager Version 7.2 | Using Rows and Swimlanes]] 4.0.1.5-72
+
|-
 +
| [[Using Rows and Swimlanes for OnePager Version 7.2 | Using Rows and Swimlanes]] <!--4.0.1.5-72-->
 
|}
 
|}
 
</center>
 
</center>
Line 130: Line 132:
 
The following '''properties''' can be managed by using the '''Conditional Formatting Rules for Swimlanes''' form:
 
The following '''properties''' can be managed by using the '''Conditional Formatting Rules for Swimlanes''' form:
  
−
:* '''Font Properties'''
+
:* '''Label Font Properties'''
 
:* '''Swimlane Label Cell Background Color'''
 
:* '''Swimlane Label Cell Background Color'''
 
:* '''Swimlane Background Color'''
 
:* '''Swimlane Background Color'''
  
−
For an example of the use of '''Conditional Formatting Rules''' for '''Swimlanes''', please use the link shown below:
+
For an example of the use of '''Conditional Formatting Rules for Swimlanes''' form, please use the link shown below:
  
 
<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Conditional Formatting for Version 7.2 (Portal)#Swimlanes Conditional Formatting Example | Swimlanes Conditional Formatting Example]] 11.0.1-72
+
| [[Conditional Formatting for Version 7.2 (Portal)#Swimlanes Conditional Formatting Example | Swimlanes Conditional Formatting Example]] <!--11.0.1-72-->
 
|}
 
|}
 
</center>
 
</center>
Line 146: Line 148:
 
<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Conditional Formatting for Version 7.2 (Portal)#Links to All Detailed Conditional Formatting Articles | Links to All Detailed Conditional Formatting Articles]] 11.0.1-72
+
| [[Conditional Formatting for Version 7.2 (Portal)#Links to All Detailed Conditional Formatting Articles | Links to All Detailed Conditional Formatting Articles]] <!--11.0.1-72-->
 
|}
 
|}
 
</center>
 
</center>
Line 170: Line 172:
  
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[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 Column Width, Basic, and Advanced Buttons-->
 
<!--| [[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)-->
 
|}
 
|}
 
</center>
 
</center>
Line 182: Line 184:
 
===Basic Conditional Formatting Rule Topics===
 
===Basic Conditional Formatting Rule Topics===
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Conditional Formatting with Boolean Fields for OnePager for Version 7.2 | Conditional Formatting with Boolean Fields]] 11.5.1-72
+
| [[Conditional Formatting with Boolean Fields for OnePager for Version 7.2 | Conditional Formatting with Boolean Fields]] <!--11.5.1-72-->
 
|-
 
|-
−
| [[Managing Conditional Formatting Rules for OnePager for Version 7.2 | Managing Conditional Formatting Rules]] 11.9.1-72
+
| [[Managing Conditional Formatting Rules for OnePager for Version 7.2 | Managing Conditional Formatting Rules]] <!--11.9.1-72-->
 
|}
 
|}
 
</center>
 
</center>
Line 192: Line 194:
  
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Conditional Formatting Rules for Task Bar/Milestone Symbol Decorations for OnePager for Version 7.2 | Conditional Formatting Rules for Task Bar/Milestone Symbol Decorations]] 11.15.3-72
+
| [[Conditional Formatting Rules for Task Bar/Milestone Symbol Decorations for OnePager for Version 7.2 | Conditional Formatting Rules for Task Bar/Milestone Symbol Decorations]] <!--11.15.3-72-->
 
|-
 
|-
−
| [[Conditional Formatting Rules for Text Columns and Rows for OnePager for Version 7.2 | Conditional Formatting Rules for Text Columns and Rows]] 11.17.1-72
+
| [[Conditional Formatting Rules for Text Columns and Rows for OnePager for Version 7.2 | Conditional Formatting Rules for Text Columns and Rows]] <!--11.17.1-72-->
 
|-
 
|-
−
| [[Conditional Formatting Rules for Swimlanes for OnePager for Version 7.2 | Conditional Formatting Rules for Swimlanes]] 11.19.1-72
+
| [[Conditional Formatting Rules for Swimlanes for OnePager for Version 7.2 | Conditional Formatting Rules for Swimlanes]] <!--11.19.1-72-->
 
|-
 
|-
−
| [[Using Functions with Text Columns, Rows, and Swimlanes for OnePager for Version 7.2 | Using Functions with Text Columns, Rows, and Swimlanes]] 12.07.1-72
+
| [[Using Functions with Text Columns, Rows, and Swimlanes for OnePager for Version 7.2 | Using Functions with Text Columns, Rows, and Swimlanes]] <!--12.07.1-72-->
 
|}
 
|}
 
</center>
 
</center>
Line 206: Line 208:
 
===Advanced Conditional Formatting Rule Topics===
 
===Advanced Conditional Formatting Rule Topics===
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Changes to Snapshot-Dependent Properties for Conditional Formatting for OnePager for Version 7.2 | Changes to Snapshot-Dependent Properties for Conditional Formatting]] 11.15.1-72
+
| [[Changes to Snapshot-Dependent Properties for Conditional Formatting for OnePager for Version 7.2 | Changes to Snapshot-Dependent Properties for Conditional Formatting]] <!--11.15.1-72-->
 
|-
 
|-
−
| [[Using Conditional Formatting Rules for Tracking Changes Between Snapshots for Version 7.2 | Using Conditional Formatting Rules for Tracking Changes Between Snapshots]] 11.3.3-72
+
| [[Using Conditional Formatting Rules for Tracking Changes Between Snapshots for Version 7.2 | Using Conditional Formatting Rules for Tracking Changes Between Snapshots]] <!--11.3.3-72-->
 
|-
 
|-
−
| [[Visualizing Changes between Snapshots for Version 7.2 | Visualizing Changes between Snapshots]] 11.3.5-72
+
| [[Visualizing Changes between Snapshots for Version 7.2 | Visualizing Changes between Snapshots]] <!--11.3.5-72-->
−
|-
+
−
| [[Conditional Formatting Rules and Property Mavericking Conventions for OnePager for Version 7.2 | Conditional Formatting Rules and Property Mavericking Conventions]] 11.15.7-72
+
 
|}
 
|}
 
</center>
 
</center>
Line 220: Line 220:
 
===Other Conditional Formatting Rule Topics===
 
===Other Conditional Formatting Rule Topics===
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Conditional Formatting Rules and the Legend for OnePager for Version 7.2 | Conditional Formatting Rules and the Legend]] 11.11.1-72
+
| [[Conditional Formatting Rules and the Legend for OnePager for Version 7.2 | Conditional Formatting Rules and the Legend]] <!--11.11.1-72-->
 
|-
 
|-
−
| [[Conditional Formatting Rules and the Template for OnePager for Version 7.2 | Conditional Formatting Rules and the Template]] 11.13.1-72
+
| [[Conditional Formatting Rules and the Template for OnePager for Version 7.2 | Conditional Formatting Rules and the Template]] <!--11.13.1-72-->
 
|-
 
|-
−
| [[Conditional Formatting Actions for OnePager for Version 7.2 | Summary of Conditional Formatting Actions]] 11.7.1-72
+
| [[Conditional Formatting Actions for OnePager for Version 7.2 | Summary of Conditional Formatting Actions]] <!--11.7.1-72-->
 
|}
 
|}
 
</center>
 
</center>
Line 266: Line 266:
 
==Conditional Formatting Examples==
 
==Conditional Formatting Examples==
  
−
===Task Bar/Milestone Symbol Decorations Conditional Formatting Example===
+
===Task & Milestone 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.
 
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.
  
−
<center>[[File:P72-11_0_1-72-(2)-02072023.png]]</center>
+
<center>[[File:P72-11_0_1-72-(2-1)-12082023.png]]</center>
−
<center>P72-11_0_1-72-(2)-02072023.png</center>
+
<!--<center>P72-11_0_1-72-(2-1)-12082023.png</center>-->
  
 
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:P72-11_0_1-72-(3-2)-08152023.png]]</center>
 
<center>[[File:P72-11_0_1-72-(3-2)-08152023.png]]</center>
−
<center>P72-11_0_1-72-(3-2)-08152023.png</center>
+
<!--<center>P72-11_0_1-72-(3-2)-08152023.png</center>-->
  
−
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.
+
The complete set of columns provided in the '''Conditional Formatting for Tasks & Milestones''' form for the '''Basic''' and '''Advanced''' sets are shown below.  The function and use of these columns are explained in this series of articles.
  
−
<center>'''Basic Set of Conditional Formatting Rules Columns for Task Bar/Milestone Symbol Decorations'''</center>
+
<center>'''Basic Set of Conditional Formatting Rules Columns for Tasks & Milestones'''</center>
 
<center>[[File:P72-11_0_1-72-(4-1)-06142023.png]]</center>
 
<center>[[File:P72-11_0_1-72-(4-1)-06142023.png]]</center>
−
<center>P72-11_0_1-72-(4-1)-06142023.png</center>
+
<!--<center>P72-11_0_1-72-(4-1)-06142023.png</center>-->
  
−
<center>'''Advanced Set of Conditional Formatting Rules Columns for Task Bar/Milestone Symbol Decorations'''</center>
+
<center>'''Advanced Set of Conditional Formatting Rules Columns for Tasks & Milestones'''</center>
 
<center>[[File:P72-11_0_1-72-(4A)-06142023.png]]</center>
 
<center>[[File:P72-11_0_1-72-(4A)-06142023.png]]</center>
−
<center>P72-11_0_1-72-(4A)-06142023.png</center>
+
<!--<center>P72-11_0_1-72-(4A)-06142023.png</center>-->
  
−
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.
+
The '''Conditional Formatting for Tasks & Milestones''' forms 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===
+
===Text Column and Rows 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.
+
As an example of the '''Conditional Formatting for Text Columns & Rows''' form, 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.
  
 
<center>[[File:P72-11_0_1-72-(5)-06142023.png]]</center>
 
<center>[[File:P72-11_0_1-72-(5)-06142023.png]]</center>
−
<center>P72-11_0_1-72-(5)-06142023.png</center>
+
<!--<center>P72-11_0_1-72-(5)-06142023.png</center>-->
  
−
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 for Text Columns & Rows''' columns used:
  
 
<center>[[File:P72-11_0_1-72-(6-1)-08152023.png]]</center>
 
<center>[[File:P72-11_0_1-72-(6-1)-08152023.png]]</center>
−
<center>P72-11_0_1-72-(6-1)-08152023.png</center>
+
<!--<center>P72-11_0_1-72-(6-1)-08152023.png</center>-->
  
 
===Swimlanes Conditional Formatting Example===
 
===Swimlanes Conditional Formatting Example===
Line 307: Line 307:
  
 
<center>[[File:P72-11_0_1-72-(7)-08152023.png]]</center>
 
<center>[[File:P72-11_0_1-72-(7)-08152023.png]]</center>
−
<center>P72-11_0_1-72-(7)-08152023.png</center>
+
<!--<center>P72-11_0_1-72-(7)-08152023.png</center>-->
  
 
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:
 
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:
  
 
<center>[[File:P72-11_0_1-72-(8)-08152023.png]]</center>
 
<center>[[File:P72-11_0_1-72-(8)-08152023.png]]</center>
−
<center>P72-11_0_1-72-(8)-08152023.png</center>
+
<!--<center>P72-11_0_1-72-(8)-08152023.png</center>-->
  
−
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:
+
Because there are multiple '''rows''' per '''swimlane''', the '''Conditional Formatting for Swimlane''' form has the '''Mode Function Option'''.  For more information on the use of '''Functions''' in '''Conditional Formatting Rules''', please see the article in the link below:
  
 
<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Using Functions with Text Columns, Rows, and Swimlanes for OnePager for Version 7.2 | Using Functions with Text Columns, Rows, and Swimlanes]] 12.07.1-72
+
| [[Using Functions with Text Columns, Rows, and Swimlanes for OnePager for Version 7.2 | Using Functions with Text Columns, Rows, and Swimlanes]] <!--12.07.1-72-->
 
|}
 
|}
 
</center>
 
</center>
Line 325: Line 325:
  
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Using Rows and Swimlanes for OnePager Version 7.2 | Using Rows and Swimlanes]] 4.0.1.5-72
+
| [[Using Rows and Swimlanes for OnePager Version 7.2 | Using Rows and Swimlanes]] <!--4.0.1.5-72-->
−
| [[Basic Workflows for Version 7.2 (Portal) | Basic Workflows (Portal)]] 7.0.1-72
+
| [[Basic Workflows for Version 7.2 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-72-->
 
|-
 
|-
−
| [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.2 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-72
+
| [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.2 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-72-->
−
| [[Modifying Decorations on Tasks/Milestones for Version 7.2 (Portal) | Modifying Decorations on Tasks/Milestones (Portal)]] 10.0.1-72
+
| [[Modifying Decorations on Tasks/Milestones for Version 7.2 (Portal) | Modifying Decorations on Tasks/Milestones (Portal)]] <!--10.0.1-72-->
 
|-
 
|-
−
| [[Creating and Editing Rows and Swimlanes for Version 7.2 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] 12.0.1-72
+
| [[Creating and Editing Rows and Swimlanes for Version 7.2 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-72-->
−
| [[Using Functions with Text Columns, Rows, and Swimlanes for OnePager for Version 7.2 | Using Functions with Text Columns, Rows, and Swimlanes]] 12.07.1-72
+
| [[Using Functions with Text Columns, Rows, and Swimlanes for OnePager for Version 7.2 | Using Functions with Text Columns, Rows, and Swimlanes]] <!--12.07.1-72-->
 
|-
 
|-
−
| [[The Chart Legend for Version 7.2 (Portal) | The Chart Legend (Portal)]] 15.0.1-72
+
| [[The Chart Legend for Version 7.2 (Portal) | The Chart Legend (Portal)]] <!--15.0.1-72-->
−
| [[Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager for Version 7.2 | Using Task Link Filtering Rules for Showing/Hiding Task Links]] 19.2.1-72
+
| [[Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager for Version 7.2 | Using Task Link Filtering Rules for Showing/Hiding Task Links]] <!--19.2.1-72-->
 
|-
 
|-
−
| [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-72
+
| [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-72-->
−
| [[Managing Templates for Version 7.2 (Portal) | Managing Templates (Portal)]] 24.0.1-72
+
| [[Managing Templates for Version 7.2 (Portal) | Managing Templates (Portal)]] <!--24.0.1-72-->
 
|-
 
|-
−
| [[Gallery of Dynamic Shapes and Emoji Symbols for Version 7.2 | Gallery of Dynamic Shapes and Emoji Symbols]] 29.3.1-72
+
| [[Gallery of Dynamic Shapes and Emoji Symbols for Version 7.2 | Gallery of Dynamic Shapes and Emoji Symbols]] <!--29.3.1-72-->
 
|}
 
|}
  
Line 346: Line 346:
  
 
{| class="wikitable"
 
{| class="wikitable"
−
| [https://www.onepager.com/support/video_tutorials/conditional_formatting.html Conditional Formatting Tutorial Video] <!--Conditional Formatting may expand in scope in version 7.2-->
+
| [https://www.onepager.com/support/video_tutorials/conditional_formatting.html Conditional Formatting Tutorial Video]
 +
| [https://www.onepager.com/support/whats-new/advanced-conditional-formatting.html Advanced Conditional Formatting of Tasks and Milestones]
 +
|-
 
| [https://www.onepager.com/community/blog/display-certainty-in-your-plan-by-using-conditional-formatting/ Blog-Display Certainty in Your Plan by Using Conditional Formatting]
 
| [https://www.onepager.com/community/blog/display-certainty-in-your-plan-by-using-conditional-formatting/ Blog-Display Certainty in Your Plan by Using Conditional Formatting]
 
| [https://www.onepager.com/community/blog/using-microsoft-project-flag-fields-with-onepager-pros-conditional-formatting-rules/ Using Microsoft Project Flag Fields with OnePager Pro's Conditional Formatting Rules]
 
| [https://www.onepager.com/community/blog/using-microsoft-project-flag-fields-with-onepager-pros-conditional-formatting-rules/ Using Microsoft Project Flag Fields with OnePager Pro's Conditional Formatting Rules]

Latest revision as of 23:20, 5 January 2024

Introduction to Conditional Formatting in OnePager

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 Enterprise, Asana, and Wrike.

This series of article describes OnePager’s Conditional Formatting features.

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 Tasks & Milestones
  • Conditional Formatting Rules for Text Columns & Rows
  • 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

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 Tasks & Milestones

The controls for Conditional Formatting Rules for Tasks & Milestones 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
Milestones Tab

The following task bar/milestone symbol decoration properties (seventeen (17)) can be managed by using the Conditional Formatting Tasks & Milestones form:

  • Shape (task bar and milestone symbol)
  • Color (foreground color and background color)
  • Fill Pattern (gradient and hash fill patterns)
  • Transparency % (numeric value)
  • 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 Tasks & Milestones form, please use the link shown below:

Task & Milestone Conditional Formatting Example

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

Conditional Formatting Rules for Text Columns & Rows

The controls for Conditional Formatting Rules for Text Columns & Rows 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)
Using Rows and Swimlanes

The following properties can be managed by using the Conditional Formatting Rules for Text Columns & Rows form:

  • 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 Text Columns & Rows form, please use the link shown below:

Text Column and Rows Conditional Formatting Example

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

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)
Using Rows and Swimlanes

The following properties can be managed by using the Conditional Formatting Rules for Swimlanes form:

  • Label Font Properties
  • Swimlane Label Cell Background Color
  • Swimlane Background Color

For an example of the use of Conditional Formatting Rules for Swimlanes form, please use the link shown below:

Swimlanes Conditional Formatting Example

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

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
Adding Conditional Formatting Rules

Basic Conditional Formatting Rule Topics

Conditional Formatting with Boolean Fields
Managing Conditional Formatting Rules

Intermediate Conditional Formatting Rule Topics

Conditional Formatting Rules for Task Bar/Milestone Symbol Decorations
Conditional Formatting Rules for Text Columns and Rows
Conditional Formatting Rules for Swimlanes
Using Functions with Text Columns, Rows, and Swimlanes

Advanced Conditional Formatting Rule Topics

Changes to Snapshot-Dependent Properties for Conditional Formatting
Using Conditional Formatting Rules for Tracking Changes Between Snapshots
Visualizing Changes between Snapshots

Other Conditional Formatting Rule Topics

Conditional Formatting Rules and the Legend
Conditional Formatting Rules and the Template
Summary of Conditional Formatting Actions


Conditional Formatting Examples

Task & Milestone 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.

P72-11 0 1-72-(2-1)-12082023.png

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

P72-11 0 1-72-(3-2)-08152023.png

The complete set of columns provided in the Conditional Formatting for Tasks & Milestones form for the Basic and Advanced sets are shown below. The function and use of these columns are explained in this series of articles.

Basic Set of Conditional Formatting Rules Columns for Tasks & Milestones
P72-11 0 1-72-(4-1)-06142023.png
Advanced Set of Conditional Formatting Rules Columns for Tasks & Milestones
P72-11 0 1-72-(4A)-06142023.png

The Conditional Formatting for Tasks & Milestones forms 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.

Text Column and Rows Conditional Formatting Example

As an example of the Conditional Formatting for Text Columns & Rows form, 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.

P72-11 0 1-72-(5)-06142023.png

To achieve this result in the chart, below is the simple set of Conditional Formatting for Text Columns & Rows columns used:

P72-11 0 1-72-(6-1)-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:

P72-11 0 1-72-(7)-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:

P72-11 0 1-72-(8)-08152023.png

Because there are multiple rows per swimlane, the Conditional Formatting for Swimlane form has 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

Related Links

Using Rows and Swimlanes Basic Workflows (Portal)
Manual Editing Task/Milestone Shapes and Text Labels (Portal) Modifying Decorations on Tasks/Milestones (Portal)
Creating and Editing Rows and Swimlanes (Portal) Using Functions with Text Columns, Rows, and Swimlanes
The Chart Legend (Portal) Using Task Link Filtering Rules for Showing/Hiding Task Links
Editing with the Chart Properties form (Portal) Managing Templates (Portal)
Gallery of Dynamic Shapes and Emoji Symbols

Other Resources

Conditional Formatting Tutorial Video Advanced Conditional Formatting of Tasks and Milestones
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)

Retrieved from "https://wiki.onepager.com/wiki/index.php?title=Conditional_Formatting_for_Version_7.2_(Portal)&oldid=56219"