Difference between revisions of "Creating a NEW Chart via Pull Operation - OnePager Express for Version 7.0"
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==Overview== | ==Overview== | ||
| − | + | The purpose of these articles is to acquaint you with the new '''Pull''' features of OnePager Express ('''OPX''') and Pro ('''OPP'''). There are eight (8) articles in this series, four (4) providing examples of the '''Pull''' feature for '''OPX''' and four (4) for '''OPP'''. Please see the links at the end of this article to access the rest of the series. | |
| − | + | Creating a NEW chart via '''Pull''' is not the main reason why OnePager has '''Pull''' operations. This workflow is most useful only when you want to fill an empty '''Chart Editor''' by making a new chart. The real power of the '''Pull''' operation is to let you do repeated snapshot '''REPLACE''' and snapshot '''ADD''' operations on an open chart. In other words, the '''Pull''' operation’s main purpose is to let you '''update the on-screen chart''' as you '''edit''' its '''source plan'''. | |
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==What is a Pull Operation?== | ==What is a Pull Operation?== | ||
| − | + | A '''Pull''' operation starts in the '''Chart Editor'''. That is, you already have OnePager running and decide to '''update the open chart''' or (rarely) create a new chart. In contrast, a '''Push''' operation begins in the '''OnePager Pro Start''' from which you make a new chart or '''update an existing chart'''. We added the '''Pull''' operation because we found that OnePager users were often creating a chart, finding something in the '''source plan''' that they needed to change. Following the change they are going back to the '''source plan''', making the change, and then re-launching OnePager to '''update the chart'''. The '''Pull''' operation lets you '''open''' a chart and '''update it repeatedly''' as you '''edit''' its '''source plan'''. After each set of changes to the '''source plan(s)''', you can quickly see the effect on the screen by using the OnePager '''Data''' ribbon tool bar tab to '''Pull''' the '''source plan''' changes into the chart. | |
| − | + | For more information on '''Replacing a snapshot with the Pull operation''', please see the article at: [[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Express]] <!--7.14.2-70--> | |
| − | + | For more information on '''Adding a snapshot with the Pull operations''', please see the article at: [[ADDING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Express]] <!--7.15.2-70--> | |
| − | + | The example below illustrates creating a new chart. | |
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==Example== | ==Example== | ||
| − | + | Let’s suppose you have a Microsoft Excel '''source plan''' that you want to present to two different audiences – '''Your Project Management Office (PMO) and your customer'''. However, before the presentation you want to quickly examine the two charts made by OnePager side-by-side. In preparation, you '''Flag''' the rows to be shown to the PMO using Microsoft Excel’s '''Show It1''' field and put a '''Yes''' in the appropriate rows. You also decide to use the '''Show It2''' field to show those rows that you want to show in your presentation to the customer. You use both the '''Show It1''' and '''Show It2''' fields in the plan as shown below: | |
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<center>[[File:X70-7_13_2-70-(1)-08122019.png]]</center> | <center>[[File:X70-7_13_2-70-(1)-08122019.png]]</center> | ||
| − | <center>X70-7_13_2-70-(1)-08122019.png</center> | + | <!--<center>X70-7_13_2-70-(1)-08122019.png</center>--> |
===Preparing the First Chart=== | ===Preparing the First Chart=== | ||
| − | + | For the sake of this example, let’s first use the OnePager Express '''Add-in''' application to access the Microsoft Excel '''source plan''' using the '''Show It1''' flag shown above. After the steps covered above are completed, OnePager creates a chart with the title shown below, using the '''Show It1''' flag and designates the snapshot with the date shown. The resulting chart looks like the following: | |
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<center>[[File:X70-7_13_2-70-(2)-08122019.png]]</center> | <center>[[File:X70-7_13_2-70-(2)-08122019.png]]</center> | ||
| − | <center>X70-7_13_2-70-(2)-08122019.png</center> | + | <!--<center>X70-7_13_2-70-(2)-08122019.png</center>--> |
| − | + | Since we are using the '''Add-in''' application of '''OPX''', it was not necessary to re-launch Microsoft Excel. As long as you’ve properly prepared your Microsoft Excel plan '''source plan''' just launching '''OPX''' from the '''Add-in''' button is basically all that is necessary to utilize the new '''Pull''' feature. At this point it is recommended that you '''save''' this first chart for access later. | |
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===Preparing a Second Chart=== | ===Preparing a Second Chart=== | ||
| − | + | There are two ways of creating the '''second''' chart from the same Microsoft Excel '''source plan''': | |
| − | : | + | :1) After '''saving''' the first chart, close the '''OPX Add-in''' application and repeat the above process by opening the second chart and then using the '''Show It2''' field to select the tasks. |
| − | : | + | :2) Remain in the current '''OPX Chart Editor''' window and create a '''second new''' chart from there. |
| − | + | The following demonstrates the second (2) method as it is more efficient. With the above chart '''saved''' and visible in the '''Chart Editor''' window, click on the '''File''' tab and then click the '''New…''' tab on the page that appears: | |
| − | + | <center>[[File:X70-7_13_2-70-(3-1)-09212020.png]]</center> | |
| + | <!--<center>X70-7_13_2-70-(3-1)-09212020.png</center>--> | ||
| − | + | When you click the '''New…''' button as shown above, OnePager displays the OnePager choices ('''OPC''') form. You can now use to create the chart for the '''customer''' by giving the new chart a '''new name''', specifying that the '''Flag''' field to be used is '''Show It2”', and specifying the appropriate '''snapshot date''' as shown in the sequence below: | |
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<center>[[File:X70-7_13_2-70-(4)-08122019.png]]</center> | <center>[[File:X70-7_13_2-70-(4)-08122019.png]]</center> | ||
| − | <center>X70-7_13_2-70-(4)-08122019.png</center> | + | <!--<center>X70-7_13_2-70-(4)-08122019.png</center>--> |
| − | + | When the '''source plan''' is selected, the '''OPC''' form expands and provides you with the ability to uniquely '''name''' the new chart, specify the '''Flag''' field to use, and specify the '''snapshot date''' as is done in the illustration below: | |
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| − | + | <center>[[File:X70-7_13_2-70-(5)-08122019.png]]</center> | |
| + | <!--<center>X70-7_13_2-70-(5)-08122019.png</center>--> | ||
| − | + | With the new settings confirmed in the '''OPC''' form, click the '''Create new chart''' and OnePager uses your new settings to create the '''second chart''' and display it as shown below: | |
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| − | + | <center>[[File:X70-7_13_2-70-(6-1)-08122019.png]]</center> | |
| + | <!--<center>X70-7_13_2-70-(6-1)-08122019.png</center>--> | ||
| − | + | In this example, we used the '''OPX Add-in''' application to create two charts from the same Microsoft Excel '''source plan''' but using different '''Flag''' fields. Now that the '''second chart''' is created, we recommend that it too be '''saved''' for future access. | |
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===Compare Results, Edit, Copy to PowerPoint=== | ===Compare Results, Edit, Copy to PowerPoint=== | ||
| − | + | Once you are satisfied with your charts you can '''save''' them, '''copy''' them into Microsoft PowerPoint presentations, or '''share''' them in other ways. The '''Pull''' operation is an easy, fast, and convenient way to create multiple charts which makes you more efficient. | |
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==Related Links== | ==Related Links== | ||
| − | [[Creating a NEW Chart via Pull Operation - OnePager Pro for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Pro]] 7.13.1-70 | + | [[Creating a NEW Chart via Pull Operation - OnePager Pro for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Pro]] <!--7.13.1-70--> |
| − | [[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] 7.14.1-70 | + | [[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-70--> |
| − | [[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Express]] 7.14.2-70 | + | [[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Express]] <!--7.14.2-70--> |
| − | [[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]] 7.15.1-70 | + | [[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]] <!--7.15.1-70--> |
| − | [[ADDING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Express]] 7.15.2-70 | + | [[ADDING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Express]] <!--7.15.2-70--> |
| − | [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]] 7.16.1-70 | + | [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]] <!--7.16.1-70--> |
| − | [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]] 7.16.2-70 | + | [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]] <!--7.16.2-70--> |
| − | [[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.0 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] 7.17.1-70 | + | [[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.0 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] <!--7.17.1-70--> |
(7.13.2-70) | (7.13.2-70) | ||
Latest revision as of 22:15, 11 January 2021
Contents
Overview
The purpose of these articles is to acquaint you with the new Pull features of OnePager Express (OPX) and Pro (OPP). There are eight (8) articles in this series, four (4) providing examples of the Pull feature for OPX and four (4) for OPP. Please see the links at the end of this article to access the rest of the series.
Creating a NEW chart via Pull is not the main reason why OnePager has Pull operations. This workflow is most useful only when you want to fill an empty Chart Editor by making a new chart. The real power of the Pull operation is to let you do repeated snapshot REPLACE and snapshot ADD operations on an open chart. In other words, the Pull operation’s main purpose is to let you update the on-screen chart as you edit its source plan.
What is a Pull Operation?
A Pull operation starts in the Chart Editor. That is, you already have OnePager running and decide to update the open chart or (rarely) create a new chart. In contrast, a Push operation begins in the OnePager Pro Start from which you make a new chart or update an existing chart. We added the Pull operation because we found that OnePager users were often creating a chart, finding something in the source plan that they needed to change. Following the change they are going back to the source plan, making the change, and then re-launching OnePager to update the chart. The Pull operation lets you open a chart and update it repeatedly as you edit its source plan. After each set of changes to the source plan(s), you can quickly see the effect on the screen by using the OnePager Data ribbon tool bar tab to Pull the source plan changes into the chart.
For more information on Replacing a snapshot with the Pull operation, please see the article at: REPLACING a Snapshot via Pull Operation - OnePager Express
For more information on Adding a snapshot with the Pull operations, please see the article at: ADDING a Snapshot via Pull Operation - OnePager Express
The example below illustrates creating a new chart.
Example
Let’s suppose you have a Microsoft Excel source plan that you want to present to two different audiences – Your Project Management Office (PMO) and your customer. However, before the presentation you want to quickly examine the two charts made by OnePager side-by-side. In preparation, you Flag the rows to be shown to the PMO using Microsoft Excel’s Show It1 field and put a Yes in the appropriate rows. You also decide to use the Show It2 field to show those rows that you want to show in your presentation to the customer. You use both the Show It1 and Show It2 fields in the plan as shown below:
-08122019.png)
Preparing the First Chart
For the sake of this example, let’s first use the OnePager Express Add-in application to access the Microsoft Excel source plan using the Show It1 flag shown above. After the steps covered above are completed, OnePager creates a chart with the title shown below, using the Show It1 flag and designates the snapshot with the date shown. The resulting chart looks like the following:
-08122019.png)
Since we are using the Add-in application of OPX, it was not necessary to re-launch Microsoft Excel. As long as you’ve properly prepared your Microsoft Excel plan source plan just launching OPX from the Add-in button is basically all that is necessary to utilize the new Pull feature. At this point it is recommended that you save this first chart for access later.
Preparing a Second Chart
There are two ways of creating the second chart from the same Microsoft Excel source plan:
- 1) After saving the first chart, close the OPX Add-in application and repeat the above process by opening the second chart and then using the Show It2 field to select the tasks.
- 2) Remain in the current OPX Chart Editor window and create a second new chart from there.
The following demonstrates the second (2) method as it is more efficient. With the above chart saved and visible in the Chart Editor window, click on the File tab and then click the New… tab on the page that appears:
-09212020.png)
When you click the New… button as shown above, OnePager displays the OnePager choices (OPC) form. You can now use to create the chart for the customer by giving the new chart a new name, specifying that the Flag field to be used is Show It2”', and specifying the appropriate snapshot date as shown in the sequence below:
-08122019.png)
When the source plan is selected, the OPC form expands and provides you with the ability to uniquely name the new chart, specify the Flag field to use, and specify the snapshot date as is done in the illustration below:
-08122019.png)
With the new settings confirmed in the OPC form, click the Create new chart and OnePager uses your new settings to create the second chart and display it as shown below:
-08122019.png)
In this example, we used the OPX Add-in application to create two charts from the same Microsoft Excel source plan but using different Flag fields. Now that the second chart is created, we recommend that it too be saved for future access.
Compare Results, Edit, Copy to PowerPoint
Once you are satisfied with your charts you can save them, copy them into Microsoft PowerPoint presentations, or share them in other ways. The Pull operation is an easy, fast, and convenient way to create multiple charts which makes you more efficient.
Related Links
Creating a NEW Chart via Pull Operation - OnePager Pro
REPLACING a Snapshot via Pull Operation - OnePager Pro
REPLACING a Snapshot via Pull Operation - OnePager Express
ADDING a Snapshot via Pull Operation - OnePager Pro
ADDING a Snapshot via Pull Operation - OnePager Express
Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro
Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express
Using the OnePager "Data" Tab's "Selected file(s)" Button
(7.13.2-70)
