Difference between revisions of "Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 5.3"
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| − | = | + | ==Overview== |
| − | The purpose of these articles is to acquaint you with the new pull features of OnePager Pro and Express. There are eight (8) articles in this series, four (4) providing examples of the pull feature for | + | The purpose of these articles is to acquaint you with the new pull features of OnePager Pro ('''OPP''') and Express ('''OPX'''). There are eight (8) articles in this series, four (4) providing examples of the pull feature for '''OPP''' and four (4) for '''OPX'''. Please see the links at the end of this article to access other articles in the series. |
==What is a Pull Operation?== | ==What is a Pull Operation?== | ||
| − | A pull operation starts in the Project View Editor. That is, you already have OnePager running and decide to | + | A '''pull''' operation starts in the '''Project View Editor''' ('''PVE'''). That is, you already have OnePager running and decide to update the open project view or (rarely) create a new project view. In contrast, a '''push''' operation begins in the '''OnePager Pro Start''' from which you make a new project view or update an existing project view. |
| − | We added the pull operation because we found that our users were often creating a project view, finding something in the source file that they needed to change, going back to the source file, making the change, and then re-launching OnePager to update the project view. | + | We added the '''pull''' operation because we found that our users were often creating a project view, finding something in the '''source file''' that they needed to change, going back to the source file, making the change, and then re-launching OnePager to update the project view. |
| − | The pull | + | The '''pull''' Update lets you open a project view and update it repeatedly as you edit its '''source file(s)'''. After each set of changes to the '''source file(s)''', you can quickly see the effect on the screen by using OnePager’s new '''Data''' tab to '''pull''' the '''source file''' changes into the project view. |
| − | The example below will illustrate a pull operation when replacing a snapshot using the | + | The example below will illustrate a pull operation when replacing a snapshot using the '''Custom Update…''' button. |
==Example== | ==Example== | ||
| − | 1) The | + | 1) The '''Custom Update…''' feature provides you more flexibility when doing a snapshot replacement. Instead of automatically updating the snapshot in view by '''pulling''' in the updated Microsoft Excel plan's '''source file''', OnePager presents you with the standard '''OnePager choices''' ('''OPC''') form from which you may either confirm settings (See: [[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 5.3 | REPLACING a Snapshot via Pull Operation - OnePager Express]]) or change snapshot settings as needed. |
| − | 2) For this example, let’s suppose you have a Microsoft Excel plan for which you have already created a snapshot for a particular date, say, 12/ | + | 2) For this example, let’s suppose you have a Microsoft Excel plan for which you have already created a snapshot for a particular date, say, 12/1/2015. However, on 12/3/2015 you receive updated information that updates your plan accordingly. You now want to update the project view’s snapshot for 12/1/2015 to reflect the new information. This example is performed for you in article [[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 5.3 | REPLACING a Snapshot via Pull Operation - OnePager Express]] so we won’t repeat it here. |
| − | 3) In this case you want to create a project view for 12/1/2015 that includes all tasks from the Microsoft Excel plan source file as a way of checking the entire project plan. Upon your review you may or may not want to save the results as a | + | 3) In this case, you want to create a project view for 12/1/2015 that includes all tasks from the Microsoft Excel plan's '''source file''' as a way of checking the entire project plan. Upon your review you may or may not want to save the results as a '''Custom Update…''' |
| − | 4) Since the Microsoft Excel source file was updated and now reflects the latest information for 12/3/2015 we just need to use the pull operation to bring in the updated Microsoft Excel plan data and replace the snapshot. | + | 4) Since the Microsoft Excel '''source file''' was updated and now reflects the latest information for 12/3/2015 we just need to use the '''pull''' operation to bring in the updated Microsoft Excel plan data and replace the snapshot. |
==Launching OnePager Express from the Desktop Icon== | ==Launching OnePager Express from the Desktop Icon== | ||
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5) First, update the Microsoft Excel source file with the updated data you want to replace in the snapshot. | 5) First, update the Microsoft Excel source file with the updated data you want to replace in the snapshot. | ||
| − | 6) Launch | + | 6) Launch '''OPX''' from the '''desktop''' and when the '''OnePager Express Start''' form appears, click the '''OPEN''' button which, in our example, will provide a dropdown menu with the name of the project view you wish to update by replacement. In this case it’s '''BlueGrass 2J-303-PMO''' as shown below: |
<center>[[File:X53-7_14_2-53-(1)-12062015.png]]</center> | <center>[[File:X53-7_14_2-53-(1)-12062015.png]]</center> | ||
| − | + | 7) The '''OPP desktop''' application will bring the selected project view up in the '''Project View Editor''' ('''PVE''') window. This is the project view and snapshot we want to replace. To proceed with the replacement click the ''Data'' tab on the ribbon. The '''PCE''' will look like this: | |
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| − | 7) The | + | |
<center>[[File:X53-7_14_2-53-(1A)-12062015.png]]</center> | <center>[[File:X53-7_14_2-53-(1A)-12062015.png]]</center> | ||
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==Use the Microsoft Excel Source File to Do a Custom Update== | ==Use the Microsoft Excel Source File to Do a Custom Update== | ||
| − | + | 8) To perform the '''Custom Update…''' replacement of the snapshot showing in the '''PVE''' window click the '''Custom Update…''' button on the '''Data''' tab as shown below: | |
| − | + | ||
| − | 8) To perform the | + | |
<center>[[File:X53-7_16_2-53-(1)-12082015.png]]</center> | <center>[[File:X53-7_16_2-53-(1)-12082015.png]]</center> | ||
| − | + | 9) Taking this action will bring up the '''OPC''' form as shown above. Note that the '''OPC''' form is set up to use the '''Show It1''' field for task selection, to do a replacement of the snapshot taken at 12/2/2015, and to replace only dates. For this example, we want to change the '''Task Selection''' control to '''Select all tasks'''. When you make these changes the '''OPC''' form will look like this: | |
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| − | 9) Taking this action will bring up the | + | |
<center>[[File:X53-7_16_2-53-(2)-12082015.png]]</center> | <center>[[File:X53-7_16_2-53-(2)-12082015.png]]</center> | ||
Revision as of 12:01, 26 February 2016
Contents
Overview
The purpose of these articles is to acquaint you with the new pull features of OnePager Pro (OPP) and Express (OPX). There are eight (8) articles in this series, four (4) providing examples of the pull feature for OPP and four (4) for OPX. Please see the links at the end of this article to access other articles in the series.
What is a Pull Operation?
A pull operation starts in the Project View Editor (PVE). That is, you already have OnePager running and decide to update the open project view or (rarely) create a new project view. In contrast, a push operation begins in the OnePager Pro Start from which you make a new project view or update an existing project view.
We added the pull operation because we found that our users were often creating a project view, finding something in the source file that they needed to change, going back to the source file, making the change, and then re-launching OnePager to update the project view.
The pull Update lets you open a project view and update it repeatedly as you edit its source file(s). After each set of changes to the source file(s), you can quickly see the effect on the screen by using OnePager’s new Data tab to pull the source file changes into the project view.
The example below will illustrate a pull operation when replacing a snapshot using the Custom Update… button.
Example
1) The Custom Update… feature provides you more flexibility when doing a snapshot replacement. Instead of automatically updating the snapshot in view by pulling in the updated Microsoft Excel plan's source file, OnePager presents you with the standard OnePager choices (OPC) form from which you may either confirm settings (See: REPLACING a Snapshot via Pull Operation - OnePager Express) or change snapshot settings as needed.
2) For this example, let’s suppose you have a Microsoft Excel plan for which you have already created a snapshot for a particular date, say, 12/1/2015. However, on 12/3/2015 you receive updated information that updates your plan accordingly. You now want to update the project view’s snapshot for 12/1/2015 to reflect the new information. This example is performed for you in article REPLACING a Snapshot via Pull Operation - OnePager Express so we won’t repeat it here.
3) In this case, you want to create a project view for 12/1/2015 that includes all tasks from the Microsoft Excel plan's source file as a way of checking the entire project plan. Upon your review you may or may not want to save the results as a Custom Update…
4) Since the Microsoft Excel source file was updated and now reflects the latest information for 12/3/2015 we just need to use the pull operation to bring in the updated Microsoft Excel plan data and replace the snapshot.
Launching OnePager Express from the Desktop Icon
5) First, update the Microsoft Excel source file with the updated data you want to replace in the snapshot.
6) Launch OPX from the desktop and when the OnePager Express Start form appears, click the OPEN button which, in our example, will provide a dropdown menu with the name of the project view you wish to update by replacement. In this case it’s BlueGrass 2J-303-PMO as shown below:
-12062015.png)
7) The OPP desktop application will bring the selected project view up in the Project View Editor (PVE) window. This is the project view and snapshot we want to replace. To proceed with the replacement click the Data tab on the ribbon. The PCE will look like this:
-12062015.png)
Use the Microsoft Excel Source File to Do a Custom Update
8) To perform the Custom Update… replacement of the snapshot showing in the PVE window click the Custom Update… button on the Data tab as shown below:
-12082015.png)
9) Taking this action will bring up the OPC form as shown above. Note that the OPC form is set up to use the Show It1 field for task selection, to do a replacement of the snapshot taken at 12/2/2015, and to replace only dates. For this example, we want to change the Task Selection control to Select all tasks. When you make these changes the OPC form will look like this:
-12082015.png)
10) When you click the “Next>” button, the second page of the “OnePager choices” form will appear as shown below. You may confirm column mapping settings or make changes to column mapping settings. Using the “Custom Update…” button opens up a great range of flexibility when making snapshot replacements or adds.
-12082015.png)
11) For project view with multiple snapshots it is important to make sure that you have selected the correct snapshot to display in the Project View Editor window before clicking the “Custom Update…” button. OnePager knows which snapshot is being displayed and will replace the visible snapshot with data from the parent Microsoft Excel plan source file. Navigating between snapshots in a multiple snapshot project view can be done prior to the above action by using the “View” tab on the OnePager Express ribbon as shown here:
-12032015.png)
12) The replaced snapshot for the “Custom Update…” settings given above will be a project view “BlueGrass 2J-303-PMO-X” for 12/2/2015 is shown below in this 3 page print preview:
-12082015.png)
13) Since we are using the desktop application of OnePager for this example it was not necessary to launch Microsoft Excel first. As long as you’ve properly prepared your Microsoft Excel plan source file just launching OnePager Express from the desktop icon is basically all that is necessary to utilize the new pull operation for snapshot replacement.
Preparing a Second Project View for a Custom Update
14) There are two ways of updating the second project view from the same Microsoft Project source file:
- a) After saving the first project view, close the OnePager Express desktop application and repeat the above process by opening the second project view and then using “Show It2” to select the tasks.
- b) Remain in the current OnePager Express desktop application window and update the second project view from there.
15) Since the methodology for preparing a second project view is demonstrated in other articles of this series we will dispense with the demonstration.
Compare Results, Edit, Copy to PowerPoint
16) Once you are satisfied with your project view you may save them, copy them into PowerPoint presentations, or share time in other ways.
17) The pull operation using the “Custom Update…” feature is an easy, fast, and flexible way to create multiple project views.
Related Links
Creating a NEW Project View via Pull Operation - OnePager Pro for Version 5.3 7.13.1-53
Creating a NEW Project View via Pull Operation - OnePager Express for Version 5.3 7.13.2-53
REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 5.3 7.14.1-53
REPLACING a Snapshot via Pull Operation - OnePager Express for Version 5.3 7.14.2-53
ADDING a Snapshot via Pull Operation - OnePager Pro for Version 5.3 7.15.1-53
ADDING a Snapshot via Pull Operation - OnePager Express for Version 5.3 7.15.2-53
Custom REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 5.3 7.16.1-53
Using the OnePager "Data" Tab's "Selected file(s)" Button 7.17.1-53
(7.16.2-53)
