Difference between revisions of "Editing with the Chart Properties form for Version 7.0 (Portal)"

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(Understanding Chart Properties form)
 
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==About Editing with the Project-View Properties Form==
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==About Editing with the Chart Properties Form==
  
1) Previous article showed you how to manually '''edits''' individual shapes (See: [[Manual Editing for Version 7.0 (Portal) | Manual versus Data-Driven Editing (Portal)]]).  9.0.1-70
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The articles at: [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-70--> shows how to manually '''edit individual shapes''' in the chart  is discussed. These '''edits''' apply to the '''individual shape(s)''' only. The term '''maverick''' is used in OnePager to describe the task bar/milestone symbol '''properties''' that '''differ''' from the '''global defaults''' or from data driven ('''conditional formatting''') values. In addition to manual '''editing individual task bar/ milestone symbol(s)''', OnePager can dynamically '''format''' your charts based on '''global default''' settings established first in '''Template Properties''' form and brought into the chart and managed with the '''Chart Properties''' form as shown below for OnePager Pro at the form's '''Main''' tab:
  
2) We coined the term '''maverick''' to describe the task/milestone properties that differ from the global defaults or from data driven ('''conditional formatting''') values.
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<center>[[File:P70-21_0_1-70-(1A)-10232020.png]]</center>
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<!--<center>P70-21_0_1-70-(1A)-10232020.png</center>-->
  
3) In addition to manual '''editing''', OnePager can dynamically format your project views based on global default settings.  
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The '''Chart Properties''' form, like the '''Template Properties''' form has twelve (12) tabs, each providing controls for the named component of the chart. These settings available in each of these twelve (3) tabs are maintained in the '''Chart Properties''' form and contain some of the most powerful and time saving OnePager features.  The articles in this series describe global '''editing''' in all twelve tabs for OnePager Pro and OnePager Express.
  
4) These settings are maintained in the '''Chart Properties''' form, which contains some of the most powerful and time saving OnePager features.
+
==Understanding the Chart Properties form==
  
5) For global '''editing''' descriptions for task/milestones and decorations, please see the articles using this link: [[Manual Editing for Version 7.0 (Portal) | Manual versus Data-Driven Editing (Portal)]]. 9.0.1-70
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Use the '''Chart Properties''' form to '''edit default settings''' that affect the appearance of the chart itself or of all twelve ('''non-maverick''') chart components.  For example, instead of changing all '''milestone symbols''' or '''colors''' one at a time, you can use the '''Chart Properties''' form to define your desired '''shapes''', '''colors''' and other '''properties''' for task bars/milestone symbols and other '''decorations'''.  You can access the '''Chart Properties''' form from the OnePager '''Home''' ribbon tool bar tab by clicking the '''Chart Properties''' button as shown below:
  
==Understanding Chart Properties form==
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<center>[[File:P70-21_0_1-70-(1)-10132020.png]]</center>
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<!--<center>P70-21_0_1-70-(1)-10132020.png</center>-->
  
1) Use the '''Chart Properties''' form to view or change '''default settings''' that affect the appearance of the project view itself or of all ('''non-maverick''') tasks/milestones.
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Once the '''Chart Properties''' form is available in the '''Chart Editor''', notice that the form has several tabs wherein there are multiple available settings you can configure to tailor the look of your charts. Each of these tabs is described in detail for OnePager Pro and Express at the following article links (In some cases there are links to only OnePager Pro articles as the information applies equally to OnePager Express):
 
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2) For example, instead of changing all '''milestone shapes''' or '''colors''' one at a time, you can use the form to define your desired '''shapes''' and '''colors''' for tasks/milestones and other '''decorations'''.
+
 
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3) You can access the form from the OnePager ribbon's  '''Home''' tab by clicking the '''Chart Properties''' button as shown below:
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<center>[[File:P60-21_0_1-60-(1)-02202017.png]]</center>
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<center>P60-21_0_1-60-(1)-02202017.png</center>
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4) Once the '''Chart Properties''' form is displayed, you’ll notice that the form has several tabs with lots of settings that you can configure.  
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5) Each of these tabs is described in detail for OnePager Pro and Express at the following article links:
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{| class="wikitable"
 
{| class="wikitable"
| [[Main Tab for Version 7.0 | Main Tab]] 21.1.1-70
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| [[Main Tab for Version 7.0 | Main Tab]] <!--21.1.1-70-->
 
|-
 
|-
| [[Time Axis Tab for Version 7.0 (OnePager Pro) | Time Axis Tab for OnePager Pro]] 21.17.1-70
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| [[Time Axis Tab for Version 7.0 (OnePager Pro) | Time Axis Tab for OnePager Pro]] <!--21.17.1-70-->
| [[Time Axis Tab for Version 7.0 (OnePager Express) | Time Axis Tab for OnePager Express]] 21.17.2-70
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| [[Time Axis Tab for Version 7.0 (OnePager Express) | Time Axis Tab for OnePager Express]] <!--21.17.2-70-->
 
|-
 
|-
| [[Rows/Swimlane Tab for Version 7.0 | Rows/Swimlane Tab]] 21.2.1-70
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| [[Rows/Swimlane Tab for Version 7.0 | Rows/Swimlane Tab]] <!--21.2.1-70-->
 
|-
 
|-
| [[Task Bars Tab for Version 7.0 (OnePager Pro) | Task Bars Tab for OnePager Pro]] 21.3.1-70
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| [[Task Bars Tab for Version 7.0 (OnePager Pro) | Task Bars Tab for OnePager Pro]] <!--21.3.1-70-->
| [[Task Bars Tab for Version 7.0 (OnePager Express) | Task Bars Tab for OnePager Express]] 21.4.1-70
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| [[Task Bars Tab for Version 7.0 (OnePager Express) | Task Bars Tab for OnePager Express]] <!--21.4.1-70-->
 
|-
 
|-
| [[Milestones Tab for Version 7.0 (OnePager Pro) | Milestones Tab for OnePager Pro]] 21.5.1-70
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| [[Milestones Tab for Version 7.0 (OnePager Pro) | Milestones Tab for OnePager Pro]] <!--21.5.1-70-->
| [[Milestones Tab for Version 7.0 (OnePager Express) | Milestones Tab for OnePager Express]] 21.6.1-70
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| [[Milestones Tab for Version 7.0 (OnePager Express) | Milestones Tab for OnePager Express]] <!--21.6.1-70-->
 
|-
 
|-
| [[Legend Tab for Version 7.0 (OnePager Pro) | Legend Tab for OnePager Pro]] 21.7.1-70
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| [[Legend Tab for Version 7.0 (OnePager Pro) | Legend Tab for OnePager Pro]] <!--21.7.1-70-->
| [[Legend Tab for Version 7.0 (OnePager Express) | Legend Tab for OnePager Express]] 21.7.2-70
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| [[Legend Tab for Version 7.0 (OnePager Express) | Legend Tab for OnePager Express]] <!--21.7.2-70-->
 
|-
 
|-
| [[Page Layout Tab for Version 7.0 | Page Layout]] 21.8.1-70
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| [[Page Layout Tab for Version 7.0 | Page Layout]] <!--21.8.1-70-->
 
|-
 
|-
| [[Headers and Footers Tab for OnePager Pro for Version 7.0 | Headers and Footers Tab for OnePager Pro]] 21.9.1-70
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| [[Headers and Footers Tab for OnePager Pro for Version 7.0 | Headers and Footers Tab for OnePager Pro]] <!--21.9.1-70-->
| [[Headers and Footers Tab for OnePager Express for Version 7.0 | Headers and Footers Tab for OnePager Express]] 21.10.1-70
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| [[Headers and Footers Tab for OnePager Express for Version 7.0 | Headers and Footers Tab for OnePager Express]] <!--21.10.1-70-->
 
|-
 
|-
| [[Comment Boxes Tab for Version 7.0 | Comment Boxes]] 21.11.1-70
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| [[Comment Boxes Tab for Version 7.0 | Comment Boxes]] <!--21.11.1-70-->
 
|-
 
|-
| [[Task/Milestone Links Tab for Version 7.0 (OnePager Pro) | Task Links Tab for OnePager Pro]] 21.12.1-70
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| [[Task/Milestone Links Tab for Version 7.0 (OnePager Pro) | Task Links Tab for OnePager Pro]] <!--21.12.1-70-->
| [[Task/Milestone Links Tab for Version 7.0 (OnePager Express) | Task Links Tab for OnePager Express]] 21.12.2-70
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| [[Task/Milestone Links Tab for Version 7.0 (OnePager Express) | Task Links Tab for OnePager Express]] <!--21.12.2-70-->
 
|-
 
|-
|[[Advanced Tab for OnePager Pro for Version 7.0 | Advanced Tab for OnePager Pro]] 21.13.1-70
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|[[Advanced Tab for OnePager Pro for Version 7.0 | Advanced Tab for OnePager Pro]] <!--21.13.1-70-->
|[[Advanced Tab for OnePager Express for Version 7.0 | Advanced Tab-OnePager Express]] 21.14.1-70
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|[[Advanced Tab for OnePager Express for Version 7.0 | Advanced Tab-OnePager Express]] <!--21.14.1-70-->
 
|-
 
|-
|[[Field Mappings Tab for OnePager Pro for Version 7.0 | Field Mappings Tab for OnePager Pro]] 21.15.1-70
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|[[Field Mappings Tab for OnePager Pro for Version 7.0 | Field Mappings Tab for OnePager Pro]] <!--21.15.1-70-->
|[[Field Mappings Tab for OnePager Express for Version 7.0 | Field Mappings Tab for OnePager Express]] 21.16.1-70
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|[[Field Mappings Tab for OnePager Express for Version 7.0 | Field Mappings Tab for OnePager Express]] <!--21.16.1-70-->
 
|}
 
|}
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 +
==Related Link==
 +
 +
[[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-70-->
  
 
(21.0.1-70)
 
(21.0.1-70)
Line 69: Line 64:
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
 
[[Category:Charts]]
 
[[Category:Charts]]
 +
[[Category:Edit the Chart]]
 
[[Category:Templates]]
 
[[Category:Templates]]
 
[[Category:Chart Properties Form]]
 
[[Category:Chart Properties Form]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Express]]
 
[[Category:OnePager Express]]

Latest revision as of 17:21, 20 January 2021

About Editing with the Chart Properties Form

The articles at: Manual Editing Task/Milestone Shapes and Text Labels (Portal) shows how to manually edit individual shapes in the chart is discussed. These edits apply to the individual shape(s) only. The term maverick is used in OnePager to describe the task bar/milestone symbol properties that differ from the global defaults or from data driven (conditional formatting) values. In addition to manual editing individual task bar/ milestone symbol(s), OnePager can dynamically format your charts based on global default settings established first in Template Properties form and brought into the chart and managed with the Chart Properties form as shown below for OnePager Pro at the form's Main tab:

P70-21 0 1-70-(1A)-10232020.png

The Chart Properties form, like the Template Properties form has twelve (12) tabs, each providing controls for the named component of the chart. These settings available in each of these twelve (3) tabs are maintained in the Chart Properties form and contain some of the most powerful and time saving OnePager features. The articles in this series describe global editing in all twelve tabs for OnePager Pro and OnePager Express.

Understanding the Chart Properties form

Use the Chart Properties form to edit default settings that affect the appearance of the chart itself or of all twelve (non-maverick) chart components. For example, instead of changing all milestone symbols or colors one at a time, you can use the Chart Properties form to define your desired shapes, colors and other properties for task bars/milestone symbols and other decorations. You can access the Chart Properties form from the OnePager Home ribbon tool bar tab by clicking the Chart Properties button as shown below:

P70-21 0 1-70-(1)-10132020.png

Once the Chart Properties form is available in the Chart Editor, notice that the form has several tabs wherein there are multiple available settings you can configure to tailor the look of your charts. Each of these tabs is described in detail for OnePager Pro and Express at the following article links (In some cases there are links to only OnePager Pro articles as the information applies equally to OnePager Express):

Main Tab
Time Axis Tab for OnePager Pro Time Axis Tab for OnePager Express
Rows/Swimlane Tab
Task Bars Tab for OnePager Pro Task Bars Tab for OnePager Express
Milestones Tab for OnePager Pro Milestones Tab for OnePager Express
Legend Tab for OnePager Pro Legend Tab for OnePager Express
Page Layout
Headers and Footers Tab for OnePager Pro Headers and Footers Tab for OnePager Express
Comment Boxes
Task Links Tab for OnePager Pro Task Links Tab for OnePager Express
Advanced Tab for OnePager Pro Advanced Tab-OnePager Express
Field Mappings Tab for OnePager Pro Field Mappings Tab for OnePager Express

Related Link

Manual Editing Task/Milestone Shapes and Text Labels (Portal)

(21.0.1-70)