Difference between pages "Field Mappings Tab for OnePager Express for Version 7.0" and "Understanding Charts and Snapshots for OnePager for Version 7.2"

From OnePager Documentation
(Difference between pages)
Jump to: navigation, search
 
(→‎Related Links)
 
Line 1: Line 1:
−
==What Is Unlimited Field Mapping?==
+
==Overview==
  
−
The '''Unlimited Field Mapping''' feature lets you use a '''source plan field''' that is not already available to you in the '''Chart Editor'''.  The feature allows you to avoid going back to the '''Template Properties''' form to map additional fields for the specific purposes you need without having to recreate a new chart.  Hav1ng to recreate a new chart is cumbersome and inefficient, especially if you already invested time '''editing''' the original chart before you realized that you needed another '''source plan''' field.
+
This article is meant to clarify how '''snapshots''' apply to OnePager charts.  Two cases are explained.  The first is where a single '''source plan''' is used to represent changes through the project which updated to the single '''source plan''' file.  The second case is where multiple '''source plans''' are produced for each update of the project as it proceeds through time toward completion.
  
−
The '''Unlimited Field Mapping''' ('''UFM''') feature is a vastly more efficient way to bring additional '''source plan''' fields into the '''Chart Editor''' after you've created and '''edited''' your chart.  Previously, OnePager only had access to Microsoft Excel '''source plan fields''' that were specifically '''mentioned''' in the OnePager '''Template Properties''' form.  With '''UFM''', the '''Chart Editor''' can access all '''source plan fields'''.  
+
The concepts described and used in this article apply equally to OnePager Pro, OnePager Express and OnePager Bundle.
  
−
'''Field Mapping''' is defined as the '''use''' of a '''source plan''' field for a particular OnePager '''purpose'''.  There are more than twenty-five (25) OnePager '''purposes''' from '''Baseline Finish Date''' to '''Unique task bar/milestone symbol identifier'''.  You can easily refer back to your '''source plan''' and access changed '''fields''' from the '''Chart Editor'''. 
+
==About Charts and Snapshots for OnePager==
  
−
For example, you can populate a '''Text field''' in Microsoft Excel and then use that '''field''' to present data in an '''Text Column''' after the chart is first created.  Further, OnePager Express gives you a more efficient way to change the '''field mapping''' for seven (7) of the most frequently used OnePager Pro '''presentation purposes'''.  For OnePager Pro there are eight (8) such purposes because it omits display of critical path information.
+
OnePager charts and snapshots let you create schedule '''charts''' for specific audiences and show them how the project is changing over time. Each chart is a subset of the tasks in a '''source plan''' (e.g., Microsoft Project, Microsoft Excel, Smartsheet, or Oracle Primavera P6) that you specified with a '''Flag''' field.  
  
−
For more information on '''Field Mapping''', please see the '''Frequently Asked Questions topics''' at:  [[https://www.onepager.com/support/faq-category.php?cid=19 Field Mapping]]
+
For each chart, you can import different versions of its schedule to keep track of how those tasks and milestones change over time. You can store each '''version''' of the schedule as a separate '''snapshot''' and give it a unique '''snapshot date''' in the past, present, or future. Each chart '''saves''' your presentation '''colors, row and swimlane assignments, font sizes, titles, and legends''' so that you don't need to '''re-edit''' the graphics every time the project changes.  
  
−
==The Field Mapping Tab==
+
A simple relationship between a '''source plan''' (Project A), charts created from that Microsoft Project '''source plan''', for example, using different '''Flag''' settings, and '''snapshots''' is shown below:
  
−
The name of the new tab is the '''Field Mappings''' tab.   Since the '''Unlimited Field Mapping''' feature allows you to access '''all fields''' from Microsoft Excel '''source plans''' at any time in the life cycle of a chart, the '''Field Mappings '''tab no longer needs to map fields to '''extra purposes''' that are just carried along in case you need them.  
+
<!--<center>[[File:P70-4_0_1_1-(1A)-04292020.png]]</center>-->
 +
<!--<center>P70-4_0_1_1-(1A)-04292020.png</center>-->
 +
<center>[[File:P71-4_0_1_1-71-(1A-1)-11012021.png]]</center>
 +
<!--<center>P71-4_0_1_1-71-(1A-1)-11012021.png</center>-->
  
−
The '''Field Mapping''' tab focuses on common OnePager purposes that users can map to Microsoft Excel fields after a chart is created.  Note, however, that other important OnePager purposes are on  '''Rows/Swimlanes''', '''Task Bars, and Milestones''' tabs.  Some purposes such as '''Task Name, Percent-Complete, and Critical Path '''appear both on the '''Field Mapping''' tab and on the '''Task Bars''' and '''Milestones''' tabs.  For OnePager Express there are seven (7) purposes named in the '''Field Mappings''' tab: (1) '''Percent-complete''', (2) '''Task-name''', (3) '''Start date''', (4) '''Finish date''', (5) '''Baseline start date''', (6) '''Baseline finish date''', (7) '''Deadline date'''.
+
===Using a Single Source Plan throughout a Project Period===
  
−
The '''Field Mappings''' tab for the '''Chart Properties''' form is shown below:
+
The following discussion, based on the figure above, assumes that you have one '''source plan''', with a single plan name (Project A), that is used to manage the project. This one '''source plan''' is updated periodically, say, from week to week, and '''re-saved''' using the same '''source plan''' name (Project A) from the beginning to the project's end. This being the first example scenario, the figure above shows the single '''source plan''' from which three charts were created using different '''Flag''' fields, '''Flag20''' for executive views, '''Flag10''' for project team view, and '''Flag5''' for customer views.
  
−
<center>[[File:X70-21_15_1-70-(1)-10232020.png]]</center>
+
Further, for the '''Flag20''' chart, there exist three '''snapshots''' taken from the '''source plan''' on '''June 1st''', '''July 1st''', and '''August 1st'''. Each '''snapshot''' represents the chart (under the control of '''Flag20''' in this case) at each of these three dates during the course of the project. The same dates or different dates are used to create '''snapshots''', in the example, for all three charts associated with Project A. This doesn’t need to be the case because '''snapshots''' can be taken at any time for any '''Flag''' field available and OnePager remembers them, makes them available for subsequent viewing, and allows updates as needed.
−
<!--<center>X70-21_15_1-70-(1)-10232020.png</center>-->
+
  
−
For more information on the '''Unlimited Column Mapping''' feature, please see the article at: [[Unlimited Field Mapping for OnePager 7.0 | Unlimited Field Mapping]] <!--7.19.1-70-->
+
A chart is a set of task bars and milestone symbols for an intended audience. Usually a chart is associated with a specific '''Flag''' or '''Number''' field in a specifically named '''source plan'''. The chart also '''saves''' the '''task bar names, task bar label positions, and row and swimlane assignments, plus the title, legend, header/footer elements, and background colors'''. This means you never have to re-enter this graphical information when dates change. Making and updating charts is the primary activity that OnePager users do!
  
−
===Special Considerations for the Task/Milestone Identity Mapping Feature===
+
A '''snapshot''' is a how the task bars and milestone symbols in a chart look as task bars and milestone symbols on a specific '''snapshot date''' (a.k.a. '''status date''' or '''version date'''). When you '''import''' updated schedules from a  '''source plan''', you must specify a unique '''snapshot date''' for the '''imported''' data unless you want to replace the data for an existing '''snapshot'''. What changes '''snapshot''' to '''snapshot''' depends on what changed in the '''source plan'''.  Typically '''snapshots''' vary because of changes to '''start''' and '''finish dates''', '''baseline start''' and '''finish dates''', '''percent complete''' and '''milestone completions'''.
  
−
The '''Field Mappings''' tab shows the Microsoft Excel '''field''' currently being used for the '''Task/Milestone Identity Mapping''' feature.  In the '''Chart Properties''' form, the '''Task/Milestone Identity Mapping''' is '''disabled''' but tells you which Microsoft Excel '''field''' is being used.  The '''Task/Milestone Identity Mapping''' field being used is specified in the '''Template Properties''' form to act as an alternate '''Unique ID''' field for OnePager Express '''UPDATE''' operations.    You can change it to whatever field you want, but it is your responsibility to make sure that the chosen field has a '''unique value''' for each task you plan to '''import''' and display in OnePager.    Having duplicate values in the '''Unique ID''' field causes task bars to be '''omitted''' and/or '''misidentified''' later on when you are doing '''updates''' of the chart.
+
===Using Multiple Source Plans throughout a Project Period===
  
−
===Special Considerations for the Field Splitting Feature===
+
Another typical project schedule '''source plan''' management scenario is to create a '''source plan''' at the beginning of a project and '''save''' the updated '''source plan''' with a unique '''source plan name''' after each update/status recording period. Under this scenario, charts and '''snapshots''' can still be created and maintained as with the first scenario above.
  
−
OnePager Express continues to support '''Field Splitting''' with the control on the '''Field Mappings''' tab in the '''Template Properties''' form and '''Chart Properties''' forms.  '''Field Splitting''' can be performed on any '''source plan string type''' field with '''comma-separated''' components imported before the chart is created.  It cannot be changed once a chart is '''created''', though its value is shown in the '''Chart Properties''' form to remind you of the '''splitting''' that is active in the chart.
+
The following steps correspond with the example in the figure below:
  
−
==Field Mappings==
+
:1) Create the '''source plan''' named '''Project A-June 1st''' with populated '''Flag''' fields '''Flag20''', '''Flag10''' and '''Flag5''' and '''save''' it.
  
−
There are four (4) controls groups found on the '''Field Mappings''' tab.
+
:2) Launch OnePager using each of the '''Flag''' fields to control the task selection and ''''save''' the corresponding charts. In the first launch on '''June 1st''', the '''snapshot dates''' is set to '''June 1st'''.
  
−
===Basic Mappings===
+
:3) On the next update of the '''source plan''', save the update '''source plan''' as '''Project A-July 20th'''.
  
−
Within the  '''Basic Mappings''' control group there are three (3) '''basic columns''' already established that can be remapped.  You can use any Microsoft Excel field of the '''appropriate type''' corresponding to the '''Basic Mapping''' field named for the dropdown.
+
:4) Launch OnePager in '''UPDATE existing Chart''' mode selecting the appropriate chart name. Set the '''snapshot date''' for the date of the snapshot (e.g., '''July 20th''') and create the '''snapshot'''.  
  
−
The dropdown list for the '''Task label''' field is shown in the example below:
+
:5) OnePager stores the '''snapshot''' for '''July 20th''' with the named chart.
  
−
<center>[[File:X70-21_15_1-70-(2)-10232020.png]]</center>
+
:6) Repeat this process for each of the two remaining '''Flag''' field instances.
−
<!--<center>X70-21_15_1-70-(2)-10232020.png</center>-->
+
  
−
Selecting a different Microsoft Excel field from the dropdown list tells OnePager to go back to the Microsoft Excel '''source plan''', retrieve the data for that field, and use that data for the purpose of the chart. This re-acquisition of Microsoft Excel '''source plan data''' is done when you click '''Apply''' on the '''Chart Properties''' form which keeps the '''Chart Properties''' form visible or when you click '''OK''' which closes the '''Chart Properties''' form.  The current chart is '''updated''' accordingly in the '''Chart Editor'''.  The process for the other '''Basic Mapping''' fields for '''Critical-path segments''' and '''Task labels''' is the same as shown above for '''Percent complete'''.
+
After three iterations, there are three charts and nine synchronized '''snapshots''' available for use in presentations. There are three corresponding '''source plans''' for the status dates, 6/1/2018 through 8/2/2018.
  
−
===Date Mappings===
+
<!--<center>[[File:P70-4_0_1_1-(2)-04292020.png]]</center>-->
−
 
+
<!--<center>P70-4_0_1_1-(2)-04292020.png</center>-->
−
There are five (5) '''Date Mappings''' purposes in this control group that are available to be remapped.  You can use any Microsoft Excel '''date''' field that can be accessed in the individual dropdown lists as shown in the example below:
+
<center>[[File:P71-4_0_1_1-71-(2-1)-11012021.png]]</center>
−
 
+
<!--<center>P71-4_0_1_1-71-(2-1)-11012021.png</center>-->
−
<center>[[File:X70-21_15_1-70-(3)-10232020.png]]</center>
+
−
<!--<center>X70-21_15_1-70-(3)-10232020.png</center>-->
+
−
 
+
−
As with the selections in the '''Basic Mappings''' control group, selecting a different Microsoft Excel field from the dropdown list tells OnePager to go back to the Microsoft Excel '''source plan''', retrieve the data for that field, and use that data for the designated the OnePager Express purpose in the chart.  This re-acquisition of Microsoft Excel '''source plan data''' is done when you click '''Apply''' on the '''Chart Properties''' form which keeps the '''Chart Properties''' form visible or when you click '''OK''' which closes the '''Chart Properties''' form.  The current chart is '''updated''' accordingly in the '''Chart Editor'''.
+
−
 
+
−
==Task/Milestone Identity Mapping==
+
−
 
+
−
===Task/Milestone Identity Mapping for OnePager Express Add-in and Desktop===
+
−
 
+
−
In the '''Chart Properties''' form, this control group is  informational.  The control group is '''disabled''' in the '''Chart Properties''' form but the '''Unique Id''' window shows the setting previously or currently set in the '''Template Properties''' form’s '''Field Mappings''' tab. As such, the window is for information purposes only and cannot be changed. 
+
−
 
+
−
The '''Task/Milestone Identity Mapping''' control group is shown below:
+
−
 
+
−
<center>[[File:X70-21_15_1-70-(4)-10232020.png]]</center>
+
−
<!--<center>X70-21_15_1-70-(4)-10232020.png</center>-->
+
−
 
+
−
The '''Unique Id''' field shows the Microsoft Excel field that OnePager Express used when it first '''created''' the chart.  This feature is provided to assist '''advanced''' OnePager Express users '''update''' charts that were '''created''' from '''source plans''' where portions of one Microsoft Excel '''source plan''' were copied into another.    When OnePager '''updates''' a chart, it needs to identify each task and milestone that is being '''imported''' and find out if it already exists in chart.  This is how OnePager preserves the formatting of the task bars/milestone symbols and places them in the same row/swimlane where they resided before the '''update'''. 
+
−
 
+
−
When the data in the '''source plan'''  are a '''.xls file''', OnePager has traditionally used the Microsoft Excel '''Task ID''' field inserted by the user for this purpose.  You can control what values of '''Task ID''' appear in the '''.xls file''' when you copy data into that file.  As a result, '''.xls files''' that had data copied into them can have problems preserving OnePager Excel's formatting and row/swimlane positioning.  To solve this problem, OnePager Express lets you define and use a substitute Microsoft Excel field as an alternative '''Unique ID''' for uniquely identifying tasks.  You are then responsible for guaranteeing that these field values are preserved when data is copied from one '''.xls file''' to another.  You are also responsible for making sure that there are '''no duplicate values''' in the field designated for his alternative '''Task ID''' usage.
+
−
 
+
−
The alternate '''Task ID''' can be set in one of two places:
+
−
 
+
−
:1) In the '''Template Properties''' form's '''Field Mappings''' tab and
+
−
 
+
−
:2) In the '''OnePager Choices''' form's second page by clicking the '''Edit current template...''' button.
+
−
 
+
−
We strongly recommend that you set the alternate '''Task ID''' in the '''Template Properties''' form rather than with the '''OnePager Choices''' form because this ensures that all charts use a consistent alternative '''Task ID''' field.
+
−
 
+
−
For more information on '''Resetting Unique IDs on update''', please see this section in the article at:  [[Advanced Tab for OnePager Express for Version 7.0#Reset Unique Ids On Update | Advanced Tab for OnePager Express - Reset Unique Ids On Update]] <!--21.14.1-70-->
+
−
 
+
−
==Field Splitting==
+
−
 
+
−
As with the control group discussed previously, the '''Field Splitting''' control group is '''disabled''' but shows the Microsoft Excel field currently set in the '''Template Properties''' form as the field participating in '''field splitting'''.  As such, the window is for information purposes only and cannot be changed.
+
−
 
+
−
The '''Field Splitting '''control group is shown below:
+
−
 
+
−
<center>[[File:X70-21_15_1-70-(5)-10232020.png]]</center>
+
−
<!--<center>X70-21_15_1-70-(5)-10232020.png</center>-->
+
−
 
+
−
The '''Field Splitting''' control group in the '''Field Mappings''' tab of the OnePager Express '''Chart Properties''' form works in the same way as it did in the '''Other Columns''' tab of previous versions. 
+
−
 
+
−
For more information on '''Splitting and parsing columns''', please see the article at: [[Splitting and Parsing Columns for OnePager Express for Version 7.0 | Splitting and Parsing Columns-OnePager Express]] <!--24.5.1-70-->
+
  
 
==Related Links==
 
==Related Links==
  
−
[[Unlimited Field Mapping for OnePager 7.0 | Unlimited Column Mapping]] <!--7.19.1-70-->
+
[[Basic Workflows for Version 7.2 (Portal) | Basic Workflows (Portal)]] 7.0.1-72
  
−
[[Advanced Tab for OnePager Express for Version 7.0#Reset Unique Ids On Update | Advanced Tab for OnePager Express-Reset Unique Ids On Update]] <!--21.14.1-70-->
+
[[Creating Various Multi-Project Charts with OnePager for Version 7.2 (Portal) | Creating Various Multi-Project Charts with OnePager (Portal)]] 8.0.1-72
  
−
[[Splitting and Parsing Columns for OnePager Express for Version 7.0 | Splitting and Parsing Columns-OnePager Express]] <!--24.5.1-70-->
+
[[Managing Chart Data for Version 7.2 | Managing Chart Data (Portal)]] 23.0.1-72
  
−
[[https://www.onepager.com/support/faq-category.php?cid=19 Field Mapping]]
+
[[Snapshots (Versioning) for Version 7.2 | Snapshots (Versioning)]] 23.4.1-72
  
−
(21.16.1-70)
+
(4.0.1.1-72)
  
−
[[Category:Version 7.0]]
+
[[Category:Version 7.2]]
−
[[Category:Unlimited Field Mapping]]
+
[[Category:Getting Started with Version 7.2]]
−
[[Category:Editing the Chart]]
+
[[Category:Snapshots]]
−
[[Category:Task/Milestone Editing]]
+
[[Category:OnePager Pro]]
−
[[Category:Field Splitting]]
+
−
[[Category:Unique ID]]
+
−
[[Category:Charts]]
+
−
[[Category:Templates]]
+
−
[[Category:Chart Properties Form]]
+
 
[[Category:OnePager Express]]
 
[[Category:OnePager Express]]
 +
[[Category:OnePager Bundle]]

Revision as of 14:36, 31 May 2022

Overview

This article is meant to clarify how snapshots apply to OnePager charts. Two cases are explained. The first is where a single source plan is used to represent changes through the project which updated to the single source plan file. The second case is where multiple source plans are produced for each update of the project as it proceeds through time toward completion.

The concepts described and used in this article apply equally to OnePager Pro, OnePager Express and OnePager Bundle.

About Charts and Snapshots for OnePager

OnePager charts and snapshots let you create schedule charts for specific audiences and show them how the project is changing over time. Each chart is a subset of the tasks in a source plan (e.g., Microsoft Project, Microsoft Excel, Smartsheet, or Oracle Primavera P6) that you specified with a Flag field.

For each chart, you can import different versions of its schedule to keep track of how those tasks and milestones change over time. You can store each version of the schedule as a separate snapshot and give it a unique snapshot date in the past, present, or future. Each chart saves your presentation colors, row and swimlane assignments, font sizes, titles, and legends so that you don't need to re-edit the graphics every time the project changes.

A simple relationship between a source plan (Project A), charts created from that Microsoft Project source plan, for example, using different Flag settings, and snapshots is shown below:

P71-4 0 1 1-71-(1A-1)-11012021.png

Using a Single Source Plan throughout a Project Period

The following discussion, based on the figure above, assumes that you have one source plan, with a single plan name (Project A), that is used to manage the project. This one source plan is updated periodically, say, from week to week, and re-saved using the same source plan name (Project A) from the beginning to the project's end. This being the first example scenario, the figure above shows the single source plan from which three charts were created using different Flag fields, Flag20 for executive views, Flag10 for project team view, and Flag5 for customer views.

Further, for the Flag20 chart, there exist three snapshots taken from the source plan on June 1st, July 1st, and August 1st. Each snapshot represents the chart (under the control of Flag20 in this case) at each of these three dates during the course of the project. The same dates or different dates are used to create snapshots, in the example, for all three charts associated with Project A. This doesn’t need to be the case because snapshots can be taken at any time for any Flag field available and OnePager remembers them, makes them available for subsequent viewing, and allows updates as needed.

A chart is a set of task bars and milestone symbols for an intended audience. Usually a chart is associated with a specific Flag or Number field in a specifically named source plan. The chart also saves the task bar names, task bar label positions, and row and swimlane assignments, plus the title, legend, header/footer elements, and background colors. This means you never have to re-enter this graphical information when dates change. Making and updating charts is the primary activity that OnePager users do!

A snapshot is a how the task bars and milestone symbols in a chart look as task bars and milestone symbols on a specific snapshot date (a.k.a. status date or version date). When you import updated schedules from a source plan, you must specify a unique snapshot date for the imported data unless you want to replace the data for an existing snapshot. What changes snapshot to snapshot depends on what changed in the source plan. Typically snapshots vary because of changes to start and finish dates, baseline start and finish dates, percent complete and milestone completions.

Using Multiple Source Plans throughout a Project Period

Another typical project schedule source plan management scenario is to create a source plan at the beginning of a project and save the updated source plan with a unique source plan name after each update/status recording period. Under this scenario, charts and snapshots can still be created and maintained as with the first scenario above.

The following steps correspond with the example in the figure below:

1) Create the source plan named Project A-June 1st with populated Flag fields Flag20, Flag10 and Flag5 and save it.
2) Launch OnePager using each of the Flag fields to control the task selection and 'save the corresponding charts. In the first launch on June 1st, the snapshot dates is set to June 1st.
3) On the next update of the source plan, save the update source plan as Project A-July 20th.
4) Launch OnePager in UPDATE existing Chart mode selecting the appropriate chart name. Set the snapshot date for the date of the snapshot (e.g., July 20th) and create the snapshot.
5) OnePager stores the snapshot for July 20th with the named chart.
6) Repeat this process for each of the two remaining Flag field instances.

After three iterations, there are three charts and nine synchronized snapshots available for use in presentations. There are three corresponding source plans for the status dates, 6/1/2018 through 8/2/2018.

P71-4 0 1 1-71-(2-1)-11012021.png

Related Links

Basic Workflows (Portal) 7.0.1-72

Creating Various Multi-Project Charts with OnePager (Portal) 8.0.1-72

Managing Chart Data (Portal) 23.0.1-72

Snapshots (Versioning) 23.4.1-72

(4.0.1.1-72)

Retrieved from "https://wiki.onepager.com/wiki/index.php?title=Field_Mappings_Tab_for_OnePager_Express_for_Version_7.0&oldid=45746"