Difference between revisions of "Conditional Import for Version 6.0 (Portal)"

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==Overview==
 
==Overview==
  
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Versions of OnePager Pro and Express '''prior''' to 6.0 required you to use a '''field''' (i.e., '''flag''' field) in your Microsoft Project or Microsoft Excel '''source plan''' that tells OnePager which rows to import. These '''flag''' fields for  '''source plans''' were typically fields named '''Flag1 through Flag20''' for Microsoft Project or some '''Boolean''' field for Microsoft Excel.  OnePager Pro ('''OPP''') used these '''flag''' fields to control the import of rows.  In both OnePager Pro and Express ('''OPX''') you can use '''Numeric''' fields or '''Boolean''' fields as long as the contents were '''1’s''' to indicate '''Yes '''(bring in this row) or '''0’s''' to indicate '''No''' (do not import this row).  
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In OnePager Pro and Express version 6.0, you still have the traditional '''Select-All''' and '''Yes/No''' ways of selecting rows.  But now you have a new '''Conditional Import Filters''' engine that can turn more general '''conditional''' rules into "Yes" or "No" decisions that select rows.  
  
 
This approach for controlling the import of Microsoft Project/Excel '''source plan''' rows is quite flexible.
 
This approach for controlling the import of Microsoft Project/Excel '''source plan''' rows is quite flexible.
  
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The articles in this '''Conditional Import Filters''' series explain how you can use '''Conditional Import Filters''' to simplify the '''import''' of '''source plan''' data into OnePager and increase your flexibility when preparing project views to support project schedule conversations and presentations.   
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The articles in this '''Conditional Import Filters''' series explain how you can use '''Conditional Import Filters''' to simplify the '''import''' of '''source plan''' data into OnePager and increase your flexibility for selecting task and milestones to appear in project views.   
  
 
===Links to Conditional Import Filters Detailed Articles===
 
===Links to Conditional Import Filters Detailed Articles===

Latest revision as of 16:38, 8 May 2017

Overview

In OnePager Pro and Express version 6.0, you still have the traditional Select-All and Yes/No ways of selecting rows. But now you have a new Conditional Import Filters engine that can turn more general conditional rules into "Yes" or "No" decisions that select rows.

This approach for controlling the import of Microsoft Project/Excel source plan rows is quite flexible.

The articles in this Conditional Import Filters series explain how you can use Conditional Import Filters to simplify the import of source plan data into OnePager and increase your flexibility for selecting task and milestones to appear in project views.

Links to Conditional Import Filters Detailed Articles

If you first would like to see some examples of how Conditional Import Filters can be used, please read the material at this link: Conditional Import Filters for OnePager .

For those who would like to get started right away using Conditional Import Filters, the links immediately below take you to detailed information:

Conditional Import Filters for OnePager Pro Add-in Conditional Import Filters for OnePager Express Add-in
Conditional Import Filters for OnePager Pro Desktop Conditional Import Filters for OnePager Express Desktop

Related Links:

Basic Workflows (Portal)

Conditional Formatting (Portal)

Using the OnePager "Data" Tab's "Selected file(s)" Button

OnePager Express Import of Data from Microsoft Excel

Message to Assist with Setting Import Flags When No Data Are Imported

Understanding Project Views and Snapshots for OnePager Pro

Understanding Project Views and Snapshots for OnePager Express

(7.18.1-60)‏‎

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