Difference between revisions of "Conditional Formatting with Boolean Fields for OnePager Express for Version 7.0"
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==Overview== | ==Overview== | ||
− | + | The overall capability of OnePager Express' '''Conditional Formatting Rules''' feature is explained in detail at: [[Conditional Formatting Overview for OnePager Express for Version 7.0 | Conditional Formatting Overview-OnePager Express]] <!--11.2.1-70--> | |
− | + | Further, the procedure for '''adding''' rules to the '''Conditional Formatting Rules''' form is covered at: [[Adding Conditional Formatting Rules for OnePager Express for Version 7.0 | Adding Conditional Formatting Rules-OnePager Express]] <!--11.4.1-70--> | |
− | + | The purpose of this article is to focus on '''conditional formatting''' involving Microsoft Excel '''Boolean''' fields (e.g., '''Team Available and Show It''', etc.) whose '''field values''' are confined to '''Yes''' or '''No''', '''TRUE''' or '''FALSE''' or alternatively, '''1''' or '''0'''. | |
==Example== | ==Example== | ||
Line 11: | Line 11: | ||
===Microsoft Excel Source Plan=== | ===Microsoft Excel Source Plan=== | ||
− | + | As an example, suppose we have the Microsoft Excel '''source plan''' shown below which consists of three '''phases''' and four '''resources''' consisting of '''Team 1, Team 2, Team 3, and Team 4'''. | |
<center>[[File:X70-11_6_1-70-(1)-10012019.png]]</center> | <center>[[File:X70-11_6_1-70-(1)-10012019.png]]</center> | ||
− | <center>X70-11_6_1-70-(1)-10012019.png</center> | + | <!--<center>X70-11_6_1-70-(1)-10012019.png</center>--> |
− | + | In the Microsoft Excel '''source plan''' above, the field titled '''Team Available''' is used to indicate the availability of each team with a '''TRUE''' or '''FALSE''' '''Boolean value. | |
===Unformatted OnePager Express Chart=== | ===Unformatted OnePager Express Chart=== | ||
− | + | Creating a simple chart without '''Conditional Formatting''' rules produces this: | |
<center>[[File:X70-11_6_1-70-(2)-10012019.png]]</center> | <center>[[File:X70-11_6_1-70-(2)-10012019.png]]</center> | ||
− | <center>X70-11_6_1-70-(2)-10012019.png</center> | + | <!--<center>X70-11_6_1-70-(2)-10012019.png</center>--> |
− | + | Now suppose you want to represent any '''team''' that is '''Available''' (with '''Team Available = TRUE'''), regardless of the '''team name''' with a different task bar shape. | |
===Proposed Conditional Formatting Rule=== | ===Proposed Conditional Formatting Rule=== | ||
− | + | This can be done by creating the following '''Conditional Formatting Rule''' by accessing the '''Chart Properties''' form at its '''Task Bars''' tab and clicking the '''Manage Rule...''' button at the bottom of the form to access the '''Conditional Formatting Rules''' form filled out as shown below: | |
<center>[[File:X70-11_6_1-70-(3-1)-09222020.png]]</center> | <center>[[File:X70-11_6_1-70-(3-1)-09222020.png]]</center> | ||
− | <center>X70-11_6_1-70-(3-1)-09222020.png</center> | + | <!--<center>X70-11_6_1-70-(3-1)-09222020.png</center>--> |
===Chart With Conditional Formatting Rule Applied=== | ===Chart With Conditional Formatting Rule Applied=== | ||
− | + | When the '''Conditional Formatting Rules''' are in place and the chart is created it looks like this: | |
<center>[[File:X70-11_6_1-70-(4)-10012019.png]]</center> | <center>[[File:X70-11_6_1-70-(4)-10012019.png]]</center> | ||
− | <center>X70-11_6_1-70-(4)-10012019.png</center> | + | <!--<center>X70-11_6_1-70-(4)-10012019.png</center>--> |
− | + | OnePager applies the '''Conditional Formatting Rule''' created through the '''Conditional Formatting Rules''' form, adjusts the '''Legend’s Title''', and provides a '''Legend Item''' to reflect the rule applied. You can manually change the '''legend title text''' and '''legend item text''' as required. | |
− | + | For more information on '''editing''' the '''Legend Title''' and/or '''Legend Items''', please see the article at: [[Editing, Repositioning Legend Items, and Formatting the Legend for Version 7.0 | Editing, Repositioning Legend Items, and Formatting the Legend ]] <!--15.3.1-70--> | |
− | + | ||
− | + | ||
===Updating the Microsoft Excel Source Plan=== | ===Updating the Microsoft Excel Source Plan=== | ||
− | + | Should you later go back and change the '''Team Available''' field data in the Microsoft Excel '''source plan''', the next snapshot reflects the '''change''' by continuing to apply the rule. Suppose that the situation has changed in terms of '''Team Available''' as shown below: | |
− | + | ||
− | + | ||
<center>[[File:X70-11_6_1-70-(5)-10012019.png]]</center> | <center>[[File:X70-11_6_1-70-(5)-10012019.png]]</center> | ||
− | <center>X70-11_6_1-70-(5)-10012019.png</center> | + | <!--<center>X70-11_6_1-70-(5)-10012019.png</center>--> |
===Second Snapshot Using the Updated Microsoft Excel Source Plan=== | ===Second Snapshot Using the Updated Microsoft Excel Source Plan=== | ||
− | + | You can now create another snapshot the normal way and the chart now looks like this: | |
<center>[[File:X70-11_6_1-70-(6)-10012019.png]]</center> | <center>[[File:X70-11_6_1-70-(6)-10012019.png]]</center> | ||
− | <center>X70-11_6_1-70-(6)-10012019.png</center> | + | <!--<center>X70-11_6_1-70-(6)-10012019.png</center>--> |
− | + | ||
− | + | ||
− | + | '''Note''' that the task bar shapes with the new shape configurations are all associated with '''Teams''' that are now '''available'''. OnePager retains the '''color''' associated with Teams for the new shape since the '''Color Action''' column in the '''Conditional Formatting''' rule is not involved in rule. | |
==Related Links== | ==Related Links== | ||
− | [[Conditional Import for Version 7.0 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-70 | + | [[Conditional Import for Version 7.0 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-70--> |
− | [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-70 | + | [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-70--> |
− | [[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] 9.2.1-70 | + | [[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] <!--9.2.1-70--> |
− | [[Modifying Decorations on Tasks/Milestones for Version 7.0 (Portal) | Modifying Decorations on Tasks/Milestones (Portal)]] 10.0.1-70 | + | [[Modifying Decorations on Tasks/Milestones for Version 7.0 (Portal) | Modifying Decorations on Tasks/Milestones (Portal)]] <!--10.0.1-70--> |
− | [[Conditional Formatting Overview for OnePager Pro for Version 7.0 | Conditional Formatting Overview-OnePager Pro]] 11.1.1-70 | + | [[Conditional Formatting Overview for OnePager Pro for Version 7.0 | Conditional Formatting Overview-OnePager Pro]] <!--11.1.1-70--> |
− | [[Adding Conditional Formatting Rules for OnePager Express for Version 7.0 | Adding Conditional Formatting Rules-OnePager Express]] 11.4.1-70 | + | [[Adding Conditional Formatting Rules for OnePager Express for Version 7.0 | Adding Conditional Formatting Rules-OnePager Express]] <!--11.4.1-70--> |
− | [[Editing, Repositioning Legend Items, and Formatting the Legend for Version 7.0 | Editing, Repositioning Legend Items, and Formatting the Legend ]] 15.3.1-70 | + | [[Editing, Repositioning Legend Items, and Formatting the Legend for Version 7.0 | Editing, Repositioning Legend Items, and Formatting the Legend ]] <!--15.3.1-70--> |
− | [[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-70 | + | [[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70--> |
− | [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] 24.0.1-70 | + | [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70--> |
[https://www.onepager.com/support/video_tutorials/conditional_formatting.html Conditional Formatting Tutorial Video] | [https://www.onepager.com/support/video_tutorials/conditional_formatting.html Conditional Formatting Tutorial Video] |
Latest revision as of 18:44, 13 January 2021
Contents
Overview
The overall capability of OnePager Express' Conditional Formatting Rules feature is explained in detail at: Conditional Formatting Overview-OnePager Express
Further, the procedure for adding rules to the Conditional Formatting Rules form is covered at: Adding Conditional Formatting Rules-OnePager Express
The purpose of this article is to focus on conditional formatting involving Microsoft Excel Boolean fields (e.g., Team Available and Show It, etc.) whose field values are confined to Yes or No, TRUE or FALSE or alternatively, 1 or 0.
Example
Microsoft Excel Source Plan
As an example, suppose we have the Microsoft Excel source plan shown below which consists of three phases and four resources consisting of Team 1, Team 2, Team 3, and Team 4.
In the Microsoft Excel source plan above, the field titled Team Available is used to indicate the availability of each team with a TRUE or FALSE Boolean value.
Unformatted OnePager Express Chart
Creating a simple chart without Conditional Formatting rules produces this:
Now suppose you want to represent any team that is Available (with Team Available = TRUE), regardless of the team name with a different task bar shape.
Proposed Conditional Formatting Rule
This can be done by creating the following Conditional Formatting Rule by accessing the Chart Properties form at its Task Bars tab and clicking the Manage Rule... button at the bottom of the form to access the Conditional Formatting Rules form filled out as shown below:
Chart With Conditional Formatting Rule Applied
When the Conditional Formatting Rules are in place and the chart is created it looks like this:
OnePager applies the Conditional Formatting Rule created through the Conditional Formatting Rules form, adjusts the Legend’s Title, and provides a Legend Item to reflect the rule applied. You can manually change the legend title text and legend item text as required.
For more information on editing the Legend Title and/or Legend Items, please see the article at: Editing, Repositioning Legend Items, and Formatting the Legend
Updating the Microsoft Excel Source Plan
Should you later go back and change the Team Available field data in the Microsoft Excel source plan, the next snapshot reflects the change by continuing to apply the rule. Suppose that the situation has changed in terms of Team Available as shown below:
Second Snapshot Using the Updated Microsoft Excel Source Plan
You can now create another snapshot the normal way and the chart now looks like this:
Note that the task bar shapes with the new shape configurations are all associated with Teams that are now available. OnePager retains the color associated with Teams for the new shape since the Color Action column in the Conditional Formatting rule is not involved in rule.
Related Links
Conditional Import Filters (Portal)
Manual Editing Task/Milestone Shapes and Text Labels (Portal)
Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)
Modifying Decorations on Tasks/Milestones (Portal)
Conditional Formatting Overview-OnePager Pro
Adding Conditional Formatting Rules-OnePager Express
Editing, Repositioning Legend Items, and Formatting the Legend
Editing with the Chart Properties form (Portal)
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
(11.6.1-70)