Difference between revisions of "Legend Position Options for Multi-Page Outputs for Version 7.0"

From OnePager Documentation
Jump to: navigation, search
(Dock to Page)
(Dock to Graph)
Line 84: Line 84:
 
==Dock to Graph==
 
==Dock to Graph==
  
1) The example for '''Docked to graph''' shown in the '''Print Preview''' below places the legend in the upper right corner of the (blue) '''graph area''' in the single page chart:
+
1) The example for '''Docked to graph''' shown in the '''Print Preview''' below places the'''Legend''' in the upper right corner of the '''graph area''' in the single page chart:
  
 
<center>[[File:P52-15_2-(4)-06042015.png]]</center>
 
<center>[[File:P52-15_2-(4)-06042015.png]]</center>

Revision as of 15:51, 10 October 2019

About Legend Positioning

1) In addition to showing and hiding the Legend on all pages or some pages, OnePager provides the controls in the Chart Properties form and the Template Properties form to make Legend position decisions for the entire document and chart.

2) These controls allow you to position the Legend either inside the graph area or on the document area at various points.

a) The graph area is the rectangle that contains all the tasks and milestones, excluding text columns and swimlane labels, time axis annotations, margins, headers, footers, and title.
b) The document area is the entirety of the OnePager document with a specified page width and height and contains the graph area.

3) To better explain the Legend positioning options described above, below is an illustration of how subdivisions of a page in a OnePager chart is defined:

P52-28 -(1)-06052015.png
P52-28_-(1)-06052015.png

4) The concepts for Legend docking applies to both single and multi-page charts.

5)The concepts for Legend anchoring applies only to multi-page charts.

6) This article explains these two concepts and the controls for using them to place the Legend where desired.

Additional Legend Positioning Considerations

1) When creating multi-page charts, some additional thought must be given to Legend positioning.

2) There are four options available in OnePager for setting the initial position of the Legend for single and multi-page charts:

(1) Docked to page – Place the Legend at one of eight (8) predetermined positions along the edges of the page.
(2) Docked to graph – Place the Legend at one of (8) predetermined positions along the edges of the graph area.
(3) Free Floating – Without using any of the predetermined positions, this option places the Legend at an arbitrary location outside the graph area.
(4) Anchored to page - Place the Legend at a fixed distance reference point from one of the eight (8) predetermined positions and maintains this distance on all pages where the Legend is displayed.

Visualizing Docking and Anchoring

1) To assist you with visualizing the definitions of docking and anchoring in this context, here is an analogy supported by an illustration.

2) Suppose that we think of the sixteen (16) predetermined positions as berths in a harbor with two piers for berthing boats, one on the perimeter of the harbor and one pier on an island.

3) The eight berths along the shore (i.e., perimeter of the harbor) correspond to the predetermined positions associated with the document area and the eight berths around the island correspond to the predetermined positions associated with the graph area.

4) The diagram below is a picture of the harbor with the island with their available berths:

P52-15 2-(1)-06042015.png

5) Now, thinking of the Legend as the boat and each of the four berthing options as the OnePager Legend positioning options, we can carry the analogy a bit further:

a) Docked to page – Think of this as the boat in a harbor and assigned to one of eight berths along the harbor’s perimeter where the boat is fixed tightly to the berth.
b) Docked to graph – In a similar way, think of this as the boat assigned to one of eight berths around the island and fixed to the berth without any slack in the tie up lines.
c) Free floating – For this case, think of the boat in the harbor but not secured tightly to any of the sixteen available berthing positions. This might be similar to a boat tied up to a buoy in the harbor.
d) Anchored to page – Here, think of our boat in the harbor but not tied up tightly to any one of the eight harbor perimeter berths. Rather, the boat is secured to the berth by a rope that keeps it a fixed distance from a berth itself along the 'harbor’s perimeter.

6) Using this analogy, what does the OnePager chart look like as a single page document and as a multi-page document using the four options described above?

a) To make it clear, we use a sample chart where we’ve created thedocument with large margins to help illustrate the concept.
b) The graph area is the OnePager chart component that contains all the tasks and milestones.
c) The document area is the graph area PLUS text columns, swimlane labels, time axis, title, headers, footers, and margins.

Dock to Page

1) The example Print Preview below places the Legend in the upper right corner of the document area in the single page chart where the right margin is larger for illustrative purposes:

P70-15 2 1-70-(2)-10102019.png
P70-15_2_1-70-(2)-10102019.png

2) In the above illustration, the Legend is docked to the upper right corner of the page meaning it is outside the graph area but contained within the document area.

3) If we change this chart to a 2 by 2 document of four pages with the same margin settings, the Print Preview looks like this:

P70-15 2 1-70-(3)-10102019.png
P70-15_2_1-70-(3)-10102019.png

3) In the Print Preview above of the four page document with the Docked to page option, the Legend remains in the upper right corner of the page on all four pages.

4) The legend itself does not change dimensions.

Dock to Graph

1) The example for Docked to graph shown in the Print Preview below places theLegend in the upper right corner of the graph area in the single page chart:

P52-15 2-(4)-06042015.png

2) As shown above, the legend is clearly docked in the upper right hand corner in the graph area.

3) For the multi-page Print Preview we changes the chart from a 1 by 1 to a 2 by 2 configuration and leave the legend controls untouched. When we do this the Docked to graph presents a set of pages that looks as follows:

P52-15 2-(5)-06042015.png

4) The legend is clearly placed inside the graph area on all pages. Also, since this example is for illustrative purposes, the legend is oversize but nevertheless the same size as the legend in the single page example previously.

Free-Floating

1) The Free-floating option is the ultimate in flexibility but can provide for inconsistent results with multi-page outputs. As mentioned above, this option is without any docking or anchoring at all and depends on where you place the legend manually.

2) As an example in a single page document, suppose we are using the Free-floating option and place the legend away from all docking points on the first page as shown below:

P52-15 2-(6)-06042015.png

3) In the chart above, we’ve increased the right margin of the document so that the legend fits comfortably inside and have placed the legend with manual positioning to be about centered in the margin area but down from the upper right docking position and above the center right docking position. When we change the pagination from 1 by 1 to 2 by 2 we get the following result:

P52-15 2-(7)-06042015.png

4) Notice how the legend moves around in the right margin from page to page. It doesn’t remain where you intended it to be except on page 2 above. This is because OnePager is trying to keep the legend in a position relative to the two page breaks that define each page, while also keeping the legend on the page.

a) Considering page 1 above, the legend’s center is on the page break that defines the right edge of page 1. But OnePager doesn’t want to put the legend off of page 1, so it puts the legend as shown in page 1 above.
b) Page 4 shows a similar hugging of the top page boundary and page 3 shows hugging of both the top and right edges of the page.
c) Since, in this example, you wanted to place the legend in a pleasing location centered between the right edge of the chart and the right edge of the document, but the output with the Free-floating option does not preserve this intent.
d) To accomplish this we need to turn on the Anchored to page option presented next.

Anchor to Page

1) The Anchored to page option, when compared to the Free-floating option discussed just above, provides better results in the multi-page situation because the anchoring forces the legend center to maintain the same displacement from a reference location on every page.

2) Using the information from the eight (8) compass points, allows OnePager to replace the edge hugging by more sensible spacing from each page’s edges.

a) You can also achieve consistent positioning by using the Docked to page option. But if you want to move the legend slightly away from these eight predefined positions and still maintain page-to-page consistency, using the Anchored to page option is the solution.
b) Anchoring is a much more flexible way to dock the legend at a consistent location on the page.

3) To show an example, let’s create a single page chart with the margins expanded and the legend positioning option set to the Anchored to page option. That chart would look like this:

P52-15 2-(8)-06042015.png

4) Note that above, the legend was manually re-positioned to the left and below the predetermined upper right docking position. If we now create a 2 by 2 document while using this legend position and positioning option we get the result shown below where the legend is anchored to the upper-right corner of the page:

P52-15 2-(9)-06042015.png

5) Above we see that all four pages of the document have the legend positioned consistently in the same relative position. Subsequent movement of the legend in the Normal or Page Break view modes correspondingly re-positions the legend on each of the multiple pages.

6) Finally, it is important to note that anchoring achieves page-to-page consistency for non-margin locations too.

7) However, being in a page consistent location on each page is no guarantee that the legend does not obscure some tasks and milestones on some of the pages.

8) In practical terms, margin locations for the legend are the safe bet for consistent legend positioning in multi-page.

(15.2.1-70)