Difference between revisions of "Creating and Editing Rows and Swimlanes for Version 7.0 (Portal)"

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3) For the purpose of this article series, we assume that you have created a chart without any visible '''rows or swimlanes''' and that you desire to organize your chart into '''swimlanes''' and provide at least one '''text column''' per '''row''' in the chart to display '''source plan''' information.  Please review the '''Getting Started''' article at: [[Getting Started with Version 7.0 (Portal) | Getting Started (Portal)]] 3.0-70 to see the creation of a chart with a '''swimlane'''.
 
3) For the purpose of this article series, we assume that you have created a chart without any visible '''rows or swimlanes''' and that you desire to organize your chart into '''swimlanes''' and provide at least one '''text column''' per '''row''' in the chart to display '''source plan''' information.  Please review the '''Getting Started''' article at: [[Getting Started with Version 7.0 (Portal) | Getting Started (Portal)]] 3.0-70 to see the creation of a chart with a '''swimlane'''.
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===Displaying Rows and Swimlanes===
 
  
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4) Assuming that your chart is created and displayed in the '''Chart Editor''', you can now make the global '''edits''' necessary to display '''rows and swimlanes'''.  This is done by clicking the '''Chart Properties''' button on the OnePager tool bar.  This action accesses the form where you should click the '''Rows/Swimlanes''' tab as shown below:
 
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<center>[[File:P60-12_0_1-60-(1)-02142017.png]]</center>
 
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<center>P60-12_0_1-60-(1)-02142017.png</center>
 
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5) As shown above, the '''Rows/Swimlanes''' tab is already configured to display the '''Level 1 summary name''' from the Microsoft Project '''source plan''' used in this illustration. For '''swimlanes''' these control setting creates multiple '''swimlanes''' and display '''text''' data taken from the '''source plan'''. 
 
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6) To display '''text columns''' of data for each '''row''' (from 1 to 5 are supported), you need to d a little extra configuring as follows:
 
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:a) '''Swimlanes''' are a collection of '''rows'''.  To associate '''source plan''' data with each '''row''' go to the '''Show text columns''' checkbox and check it on.  Next, click the '''Text Column Properties...''' button which immediately accesses the '''Custom Text Columns''' form as shown here:
 
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<center>[[File:P60-12_0_1-60-(2)-11152016.png]]</center>
 
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<center>P60-12_0_1-60-(2)-11152016.png</center>
 
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:b) Above is the basic form.  To specify one or more '''text columns''' for your chart, start with the '''Left#1''' tab in the form and click the '''Show this''' checkbox.  The '''Field''' window dropdown in the illustration above is already set to '''Resource Names'''.  When you click the '''OK''' and return to the '''Rows/Swimlanes''' tab, the '''Resource Names''' data field from your '''source plan''' are used to provide associated text data in a column to the right of the '''Swimlane''' as shown below:
 
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<center>[[File:P61-12_0_1-61-(3)-11012017.png]]</center>
 
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<center>P61-12_0_1-61-(3)-11012017.png</center>
 
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:c) You can now go back to the '''Custom Text Columns''' form and adjust the text in the '''Text Column''' by using the '''Formatting''' group in the form.  You can also use the '''Left#2''' to define an '''text column''' to support each row displayed in the chart.
 
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===Adding Swimlanes and a Text Column===
 
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7) To add one more '''text column''' to complete this example, suppose you want to also display for each '''row''' the '''%Complete''' value for each task in each '''row''' of the chart.  This can easily be done as follows:
 
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:a) Return to the '''Rows/Swimlanes''' tab, make sure that the '''Show text columns''' checkbox is checked on, and then click the '''Text Column Properties''' button again.  This action takes you to the '''Custom Text Columns''' form where, for this illustration, you should click the '''Left#2''' tab.
 
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:b) Next, click the '''Show this''' checkbox and use the '''Field''' window's dropdown list to select '''%Complete''' as shown here:
 
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<center>[[File:P60-12_0_1-60-(4)-11152016.png]]</center>
 
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<center>P60-12_0_1-60-(4)-11152016.png</center>
 
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:c) When you click the '''OK''' button on the form above, your chart is reconfigured to look like this:
 
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<center>[[File:P61-12_0_1-61-(5)-11012017.png]]</center>
 
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<center>P61-12_0_1-61-(5)-11012017.png</center>
 
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8) The process of adding '''text columns''' can be repeated so that up to five (5) '''text columns''' can appear on the left side of the graph.
 
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===Displaying Large Numbers in Text Columns===
 
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9) Often when displaying '''cost''' data it is necessary to format the amounts with separators and currency symbols.  As shown in the '''Custom Text Columns''' form above, when the Microsoft Project '''source plan''' field is numeric you have the controls necessary to insert '''commas''' or '''periods''' between groups of three digits in the numeric value as well as suppress the display of separators.  Additionally, you have a control to select the currency type such as '''Dollars, Pounds, or Euros''', for example.
 
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:a) Suppose we have the following Microsoft Project '''source plan''' with the '''Cost''' field as shown below:
 
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<center>[[File:P61-12_0_1-61-(5CC)-11012017.png]]</center>
 
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<center>P61-12_0_1-61-(5CC)-11012017.png</center>
 
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:b) What we'd like to do is display the '''Cost''' data so that it shows in an '''Text Column''' in the chart the way it looks in the Microsoft Project '''source plan'''.
 
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:c) One way to do this is to first create the basic chart which is shown below:
 
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<center>[[File:P61-12_0_1-61-(5DD)-11012017.png]]</center>
 
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<center>P61-12_0_1-61-(5DD)-11012017.png</center>
 
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:d) Now, click on the '''Chart Properties''' button on the tool bar, go to the '''Rows and Swimlanes''' tab, check the '''Show text columns''' checkbox, and click the '''Text Column Properties...''' button to bring up the '''Custom Text Columns''' form.  Then, click the '''Left #1''' tab and make sure that the '''Show this''' checkbox is checked.  Finally, use the dropdown menu to the right to select the '''Cost''' field.  These steps are shown in the illustration below:
 
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<center>[[File:P61-12_0_1-61-(5EE)-11012017.png]]</center> 
 
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<center>P61-12_0_1-61-(5EE)-11012017.png</center>
 
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:e) After completing these steps the '''Custom Text Columns''' form recognizes that the selected Microsoft Project '''source plan''' field is numeric and the form changes to look like this:
 
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<center>[[File:P60-12_0_1-60-(5FF)-06272017.png]]</center>
 
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<center>P60-12_0_1-60-(5FF)-06272017.png</center>
 
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:f)  The '''Comma''' is the default separator but the dropdown menu for the '''1000 separator''' has three options as shown here:
 
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<center>[[File:P60-12_0_1-60-(5GG)-06272017.png]]</center>
 
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<center>P60-12_0_1-60-(5GG)-06272017.png</center>>
 
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:g) Since the values in the '''Cost''' field are in US Dollars, use the '''Symbol''' dropdown menu to select the '''Dollar''' symbol as shown below:
 
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<center>[[File:P60-12_0_1-60-(5HH)-06272017.png]]</center>
 
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<center>P60-12_0_1-60-(5HH)-06272017.png</center>>
 
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:h)  After completing these steps, click '''OK''' on the '''Custom Text Columns''' form to close it; then click '''OK''' on the '''Chart Properties''' form.  The chart is updated to look like this:
 
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<center>[[File:P61-12_0_1-61-(5II)-11012017.png]]</center>
 
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<center>P61-12_0_1-61-(5II)-11012017.png</center>
 
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10) Once created, each '''Text Column''' cell can be individually '''edited''' or the entire set of cells can be '''edited''' as desired.
 
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11) The minimum '''Width''' that can be set for any '''Text Column''' is '''0.05 inches'''.  Excessively wide '''Text Columns''' should be avoided as the space remaining for the '''graph''' is greatly reduced.
 
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==Editing All Rows and Swimlanes==
 
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1) As briefly discussed above, before the chart is created you can establish '''row and swimlane''' setting by accessing the '''Template''' form's '''Rows/Swimlanes''' tab.  These setting are the same as discussed above.  See the article at this link for more information on the '''Template Properties''' form's treatment of '''rows and swimlanes''':  [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]]. 24.0.1-70
 
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2) '''Editing''' all '''rows and swimlanes''' can be done by using the '''Chart Properties''' form's '''Rows/Swimlanes''' tab.  Once the chart is created, you can '''edit''' the properties of '''rows and swimlanes''' by clicking the '''Chart Properties''' button on the ribbon's '''Home''' tab.  Next, navigate to the '''Rows/Swimlanes''' tab to access all the '''editing''' controls as shown below:
 
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<center>[[File:P60-12_0_1-60-(1)-02142017.png]]</center>
 
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<center>P60-12_0_1-60-(1)-02142017.png</center>
 
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3) The actions described above apply equally to OnePager Express ('''OPX''') as they do to OnePager Pro ('''OPP''')
 
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4) '''Caution:''' When collecting more than one task for display in a single chart row, OnePager (Pro and Express) displays only the '''source plan''' data associated with the '''left-most''' task in an '''Swimlane Label''' or '''Text Column'''.  For more information consult the following reference link:  [[Collecting Tasks/Milestones into Rows for Version 7.0#Caution: Using Swimlane Labels and/or Text Columns When Collecting More that One Task Into A Row | Caution: Using Swimlane Labels and/or Text Columns When Collecting More that One Task Into A Row]]. 12.1.1-70
 
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==Editing Individual Rows and Swimlanes==
 
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1) '''Row and swimlane properties''' can be modified (or selected groups of them) by right-clicking on the '''row or swimlane label''' or by accessing the '''Rows and Swimlanes''' tab of the Chart Properties or '''Template Properties''' form.  Access to '''row and swimlane''' '''editing''' tools can be done as follows:
 
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2) '''Right-clicking''' on a '''swimlane label''':
 
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:a) Right-click to select a '''swimlane''' (or group of '''swimlane''').
 
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:b) The '''context menu''' shown below is displayed:
 
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<center>[[File:P53-12_0_1-53-(01)-03152016.png]]</center>
 
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<center>P53-12_0_1-53-(01)-03152016.png</center>
 
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:c) Descriptions of the controls within the above '''context menu''' can be found at the links referenced at the end of this article.
 
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3) '''Right-clicking''' on any '''text column''' cell:
 
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:a) Right-click to select a '''row''' (or group of '''rows''').
 
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:b) The '''context menu''' shown below is displayed:
 
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<center>[[File:P61-12_0_1-61-(6)-11012017.png]]</center>
 
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<center>P61-12_0_1-61-(6)-11012017.png</center>
 
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:c) Descriptions of the controls within the above '''context menu''' can be found at the links referenced at the end of this article.
 
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==Links to Detailed Articles on Creating and Editing Rows and Swimlanes==
 
==Links to Detailed Articles on Creating and Editing Rows and Swimlanes==

Revision as of 21:42, 10 December 2020

About Creating and Editing Rows and Swimlanes

1) Rows and swimlanes are a feature of OnePager that help you to group, collect, and sort project tasks and milestones dynamically based on your underlying project data.

2) This article covers how to create rows and swimlanes in your charts and perform manual edits on the properties of rows and swimlanes.

3) The articles in this series provide overview and detailed instructions on how to use the new OnePager Multiple Swimlanes Levels Feature.

4) Most row and swimlane editing is done globally, so you should also read the Editing with the Chart Properties form (Portal) 21.0.1-70 articles to familiarize yourself with some of the more common row and swimlane features.

5) Manual editing of row and swimlane properties is done in the Chart Editor using the capabilities documented in the the link sub-section.

Creating a Chart with Rows and Swimlanes

1) OnePager Pro and Express are distributed with a number of Templates Properties forms that can be used to create various chart looks. Many of these Templates Properties forms already have swimlanes defined. See the article at: Managing Templates (Portal) 24.0.1-70 for more information.

2) Our recommendation for first users of OnePager is to create your first chart with the format specified by the current Template Properties form. Once the chart is created, you have the capability to make edits including designating which source plan field should be used to control the creation of rows and swimlanes.

3) For the purpose of this article series, we assume that you have created a chart without any visible rows or swimlanes and that you desire to organize your chart into swimlanes and provide at least one text column per row in the chart to display source plan information. Please review the Getting Started article at: Getting Started (Portal) 3.0-70 to see the creation of a chart with a swimlane.


Links to Detailed Articles on Creating and Editing Rows and Swimlanes

1) OnePager version 7.0 has a new feature called: multiple swimlane levels.

2) A Gantt chart with multiple swimlane levels and multiple text columns is shown here:

P70-12 0 1-(1)-06092020.png
P70-12_0_1-(1)-06092020.png

4) In the illustration above, the first three columns in the chart are the three multiple swimlane levels and the two columns to their right are two text columns.

5) Timeline layout charts where multiple source plan tasks are placed in a single chart row can also have multiple swimlane levels and text columns.

6) A description of this new feature and an overview of its operations and controls are provided in the first two articles at the links below.

7) Our recommendation for new OnePager Pro and Express users is that you read the two articles in the table of links below to become familiar with the multiple swimlane levels concepts and the forms and controls available before using multiple swimlane levels to construct new charts.

8) Experienced OnePager Pro and Express users are advised to review the first article and familiarize yourselves with the new organization and layout of the enhanced forms and controls contained in the second article below:

Overview and Summary Articles

About OnePager's Rows and Swimlanes 12.0.2-70
Using the Multiple Swimlane Levels Feature - Overview 12.0.3-70

9) The articles in the tables of links below provide detailed information on creating and editing rows and multiple swimlane levels for OnePager Pro and Express version 7.0:

Creating, Formatting, and Editing Rows and Swimlanes with the Chart Properties Form

Collecting, Formatting, and Sorting Task/Milestones into Rows 12.01.1-70
Creating, Formatting, and Sorting Swimlanes Levels 12.02.1-70
Creating and Formatting Text Columns 12.03.1-70
Row and Swimlane Borders 12.04.1-70
Automatically Hiding Empty Rows for OnePager Pro 12.05.1-70 Automatically Hiding Empty Rows for OnePager Express 12.05.2-70
Snapshot-Dependent Text Columns for OnePager Pro 12.4.1-70 Snapshot-Dependent Text Columns for OnePager Express 12.4.2-70

Manual Editing of Rows and Swimlanes in the Chart Editor

Resizing the Width of Text Columns and Swimlanes 12.8.1-70
Moving Rows 12.9.1-70
Moving Swimlanes 12.10.1-70
Resizing the Height of Rows 12.11.1-70
Resizing the Height of Swimlanes 12.12.1-70
Manually Hiding and Unhiding Swimlane Levels 12.5.1-70

Editing Rows and Swimlanes Using Right-Click Context Menu Commands

Editing Text Columns or Swimlane Labels 12.3.1-70
Hiding and Unhiding Rows and Swimlanes 12.13.1-70
Adding a Row or Swimlane 12.16.1-70
Splitting Swimlanes 12.17.1-70
Grouping Rows into Swimlanes 12.18.1-70
Adding a Row to a Swimlane 12.19.1-70
Making Each Row into a Swimlane 12.20.1-70
Merging Swimlanes 12.21.1-70
Editing Row Properties 12.22.1-70
Editing Swimlane Properties 12.23.1-70

Zebra Striping Rows and Swimlanes

Zebra Striping for Rows and Swimlanes for OnePager Pro 12.24.1-70 Zebra Striping for Rows and Swimlanes for OnePager Express 12.24.2-70

(12.0.1-70)

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