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 insert a field (i.e., flag fields) into your '''source plan''' that tells OnePager which rows to import. These '''flag''' fields for Microsoft Project or Excel '''source plans''' were typically fields named '''Flag1 through Flag20''' for Microsoft Project and some other '''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 may 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.  
  
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The approach described above for controlling the import of Microsoft Project/Excel '''source plan''' rows is quite flexible.  However, it required a modification to the '''source plan''' before import to OnePager so you can limit the rows presented in the resulting project view.
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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''' series will explain how you can use '''Conditional Import''' 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.   
  
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===Upfront Links to Conditional Import Detailed Articles===
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===Links to Conditional Import Filters Detailed Articles===
  
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For those of you who would like to get started right away in mastering '''Conditional Import''' at a more detailed level, the links immediately below will take you to that information.  If you first would like to see some examples of how '''Conditional Import''' can be used, please read the material at this link: [[Conditional Import for OnePager Pro/Express Version 6.0 | Conditional Import for OnePager]] 0.4.1.1-60.
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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 for OnePager Pro/Express Version 6.0 | Conditional Import Filters for OnePager]] <!--0.4.1.1-60-->.
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For those who would like to get started right away using '''Conditional Import Filters''', the links immediately below take you to detailed information:
  
 
{| class="wikitable"
 
{| class="wikitable"
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| [[Conditional Import for OnePager Pro Add-in for Version 6.0 | Conditional Import for OnePager Pro Add-in]] 7.18.1.1-60
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| [[Conditional Import for OnePager Pro Add-in for Version 6.0 | Conditional Import Filters for OnePager Pro Add-in]] <!--7.18.1.1-60-->
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| [[Conditional Import for OnePager Pro Desktop for Version 6.0 | Conditional Import for OnePager Pro Desktop]] 7.18.1.2-60
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| [[Conditional Import for OnePager Express Add-in for Version 6.0 | Conditional Import Filters for OnePager Express Add-in]] <!--7.18.2.1-60-->
 
|-
 
|-
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| [[Conditional Import for OnePager Express Add-in for Version 6.0 | Conditional Import for OnePager Express Add-in]] 7.18.2.1-60
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| [[Conditional Import for OnePager Pro Desktop for Version 6.0 | Conditional Import Filters for OnePager Pro Desktop]] <!--7.18.1.2-60-->
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| [[Conditional Import for OnePager Express Desktop for Version 6.0 | Conditional Import for OnePager Express Desktop]] 7.18.2.2-60
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| [[Conditional Import for OnePager Express Desktop for Version 6.0 | Conditional Import Filters for OnePager Express Desktop]] <!--7.18.2.2-60-->
 
|}
 
|}
  
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[[Basic Workflows for Version 6.0 (Portal) | Basic Workflows (Portal)]]
 
[[Basic Workflows for Version 6.0 (Portal) | Basic Workflows (Portal)]]
  
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[[Conditional Formatting for Version 6.0 (Portal) | Conditional Formatting (Portal)]] 11.0.1-60
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[[Conditional Formatting for Version 6.0 (Portal) | Conditional Formatting (Portal)]] <!--11.0.1-60-->
  
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[[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 6.0 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] 7.17.1-60
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[[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 6.0 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] <!--7.17.1-60-->
  
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[[OnePager Express Import of Data from Microsoft Excel for Version 6.0 | OnePager Express Import of Data from Microsoft Excel]] 4.4-60
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[[OnePager Express Import of Data from Microsoft Excel for Version 6.0 | OnePager Express Import of Data from Microsoft Excel]] <!--4.4-60-->
  
 
[[Message to Assist with Setting Import Flags When No Data Are Imported]]
 
[[Message to Assist with Setting Import Flags When No Data Are Imported]]
  
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[[Understanding Project Views and Snapshots for OnePager Pro for Version 6.0 | Understanding Project Views and Snapshots for OnePager Pro]] 4.1-60  
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[[Understanding Project Views and Snapshots for OnePager Pro for Version 6.0 | Understanding Project Views and Snapshots for OnePager Pro]] <!--4.1-60-->
  
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[[Understanding Project Views and Snapshots for OnePager Express for Version 6.0 | Understanding Project Views and Snapshots for OnePager Express]] 4.2-60
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[[Understanding Project Views and Snapshots for OnePager Express for Version 6.0 | Understanding Project Views and Snapshots for OnePager Express]] <!--4.2-60-->
  
 
(7.18.1-60)
 
(7.18.1-60)
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[[Category:Desktop]]
 
[[Category:Desktop]]
 
[[Category:Basic Workflows]]
 
[[Category:Basic Workflows]]
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[[Category:Conditional Import]]
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[[Category:Conditional Import Filters]]
 
[[Category:Importing]]
 
[[Category:Importing]]
 
[[Category:Project Views]]
 
[[Category:Project Views]]

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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