Conditional Formatting with Boolean Fields for OnePager Pro for Version 7.0

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Revision as of 16:22, 25 September 2019 by Rfeingold (Talk | contribs) (Overview)

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Overview

1) The overall capability of OnePager Pro's Conditional Formatting Rules feature was explained in detail at this link: Conditional Formatting Overview-OnePager Pro 11.1.1-70.

2) Further, the procedure for adding rules to the Conditional Formatting Rules form was covered at this link: Adding Conditional Formatting Rules-OnePager Pro 11.3.1-70.

3) The purpose of this article is to focus on conditional formatting involving Microsoft Project Boolean fields (e.g., Flag1 through Flag20, etc.) whose field values are confined to Yes or No, or alternatively, 1 or 0.

Example

1) As an example, suppose we have the project schedule shown below which consists of three phases and resources consisting of four teams (Team 1, Team 2, Team 3, and Team 4).

P61-11 5 1-61-(1)-10302017.png
P61-11_5_1-61-(1)-10302017.png

2) In the Microsoft Project source plan above, the field titled Team Available is actually Flag1.

3) In this example, Flag1 is Team Available. Creating a simple chart without Conditional Formatting rules produces something like this:

P61-11 5 1-61-(3)-10302017.png
P61-11_5_1-61-(3)-10302017.png

4) Now suppose you want to represent any team that is Available (with Flag1=Yes), regardless of the team name with a different task shape. This can be done by creating the following Conditional Formatting Rule by accessing the Template through the second page of the OnePager choices (OPC) form:

P60-11 5 1-60-(4)-02132017.png
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P60-11_5_1-60-(4)-02132017.png

5) When the Conditional Formatting Rules are in place and the chart is created it looks like this:

P61-11 5 1-61-(5)-10302017.png
P61-11_5_1-61-(5)-10302017.png

6) 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.

7) Should you later go back and change the Flag1 field data in the Microsoft Project source plan, the next snapshot reflects the change by continuing to apply the rule.

a) Suppose that the situation has changed in terms of Team Available as shown below:
P61-11 5 1-61-(6)-10302017.png
P61-11_5_1-61-(6)-10302017.png
b) You can now create another snapshot the normal way and the chart now looks like this:
P61-11 5 1-61-(7)-10302017.png
P61-11_5_1-61-(7)-10302017.png
c) Note that the tasks with the new shape are all associated with teams that are now available. OnePager retains the color associated with Teams for the new shape.

(11.5.1-70)