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

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==About Legend Positioning==
 
==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.
+
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.   These controls allow you to position the '''Legend''' either '''inside the graph area''' or '''on the document area''' at various points.
  
2) These controls allow you to position the '''Legend''' either '''inside the graph area''' or '''on the document area''' at various points.  
+
The '''graph area''' is the rectangle that contains all the task bars and milestone symbols, excluding '''text columns and swimlane labels''', '''time axis''' annotations, '''margins''', '''headers''', '''footers''', and the chart '''title'''.
  
: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'''.
+
The '''document area''' is the entirety of the OnePager '''document''' with a specified page '''width''' and '''height''' and '''contains''' the '''graph area'''.
  
:b) The '''document area''' is the entirety of the OnePager '''document''' with a specified page '''width''' and '''height''' and [[contains]] the '''graph area'''.
+
To better explain the '''Legend positioning options''', the illustration below shows how subdivisions of a '''page''' in a OnePager chart is defined:
  
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:
+
<center>[[File:P70-28_0_1-70-(1)-12032020.png]]</center>
 +
<!--<center>P70-28_0_1-70-(1)-12032020.png</center>-->
  
<center>[[File:P52-28_-(1)-06052015.png]]</center>
+
The concepts for '''Legend docking''' applies to '''both single and multi-page''' charts.   The concepts for '''Legend anchoring''' applies '''only to multi-page''' charts.
<center>P52-28_-(1)-06052015.png</center>
+
  
4) The concepts for '''Legend docking''' applies to '''both single and multi-page''' charts.  
+
For more information on '''multi-page''' output, please see the article at:  [[Creating Multi-Page Charts with Version 7.0 (Portal) | Creating Multi-Page Charts (Portal)]] <!--8.6.1-70-->
  
5)The concepts for '''Legend anchoring''' applies '''only to multi-page''' charts.
+
This article explains these two '''concepts''' and the controls for using them to place the '''Legend''' where desired.
 
+
6) This article explains these two '''concepts''' and the controls for using them to place the '''Legend''' where desired.
+
  
 
==Additional Legend Positioning Considerations==
 
==Additional Legend Positioning Considerations==
  
1) When creating '''multi-page''' charts, some additional thought must be given to '''Legend positioning'''.   
+
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:
+
There are four (4) 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'''.
+
: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'''.  
+
: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'''.
+
: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.
+
: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==
 
==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.   
+
To assist you with visualizing the definitions of '''docking''' and '''anchoring''' in this context, here is an analogy supported by an illustration.  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.   
  
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
+
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 (8) berths around the island correspond to the predetermined positions associated with the '''graph area'''.  The diagram below is a picture of the harbor with the island with their available berths:
  
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'''.
+
<center>[[File:P70-15_2_1-70-(1)-12112020.png]]</center>
 +
<!--<center>P70-15_2_1-70-(1)-12112020.png</center>-->
  
4) The diagram below is a picture of the harbor with the island with their available berths:
+
Now, thinking of the '''Legend''' as the boat and each of the four (4) '''berthing''' options as the OnePager '''Legend positioning options''', we can carry the analogy a bit further:
  
<center>[[File:P52-15_2-(1)-06042015.png]]</center>
+
:1) '''Docked to page''' – Think of this as the boat in a harbor and assigned to one of eight (8) berths along the '''harbor’s perimeter''' where the boat is fixed tightly to the berth.
  
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:
+
:2) '''Docked to graph''' – In a similar way, think of this as the boat assigned to one of eight (8) berths '''around the island''' and fixed to the berth without any slack in the tie up lines.
  
: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.
+
:3) '''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.
  
: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.
+
:4) '''Anchored to page''' – Here, think of our boat in the harbor but not tied up tightly to any one of the eight (8) '''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'''.
  
: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.  
+
Using this analogy, what does the OnePager chart look like as a '''single page document''' and as a '''multi-page document''' using the four (4) options described above?  
  
: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'''.
+
:1) To make it clear, we use a sample chart where we’ve created the '''document''' with large margins to help illustrate the concept.
  
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?  
+
:2) The '''graph area''' is the OnePager chart component that contains all the tasks and milestones.  
  
:a) To make it clear, we use a sample chart where we’ve created the'''document''' with large margins to help illustrate the concept.
+
:3) The '''document area''' is the '''graph area PLUS text columns''', '''swimlane labels''', '''time axis, title, headers, footers, and margins'''.
  
:b) The '''graph area''' is the OnePager chart component that contains all the tasks and milestones. 
+
===Dock to Page===
  
:c) The '''document area''' is the '''graph area PLUS text columns''', '''swimlane labels''', '''time axis, title, headers, footers, and margins'''.
+
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:
  
==Dock to Page==
+
<center>[[File:P70-15_2_1-70-(2-1)-12112020.png]]</center>
 +
<!--<center>P70-15_2_1-70-(2-1)-12112020.png</center>-->
  
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:
+
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'''.   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:
 
+
<center>[[File:P70-15_2_1-70-(2)-10102019.png]]</center>
+
<center>P70-15_2_1-70-(2)-10102019.png</center>
+
 
+
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:
+
  
 
<center>[[File:P70-15_2_1-70-(3)-10102019.png]]</center>
 
<center>[[File:P70-15_2_1-70-(3)-10102019.png]]</center>
<center>P70-15_2_1-70-(3)-10102019.png</center>
+
<!--<center>P70-15_2_1-70-(3)-10102019.png</center>-->
  
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.   
+
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.  The legend itself does not change dimensions.
  
4) The legend itself does not change dimensions.
+
===Dock to Graph===
  
==Dock to Graph==
+
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:
 
+
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:P70-15_2_1-70-(4)-10102019.png]]</center>
 
<center>[[File:P70-15_2_1-70-(4)-10102019.png]]</center>
<center>P70-15_2_1-70-(4)-10102019.png</center>
+
<!--<center>P70-15_2_1-70-(4)-10102019.png</center>-->
 
+
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 unchanged. 
+
  
4) When we do this the '''Docked to graph''' presents a set of pages that looks as follows:
+
As shown above, the '''Legend''' is clearly '''docked''' in the upper right hand corner in the '''graph area'''.  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 unchanged.  When we do this the '''Docked to graph''' presents a set of pages that looks as follows:
  
 
<center>[[File:P70-15_2_1-70-(5)-10102019.png]]</center>
 
<center>[[File:P70-15_2_1-70-(5)-10102019.png]]</center>
<center>P70-15_2_1-70-(5)-10102019.png</center>
+
<!--<center>P70-15_2_1-70-(5)-10102019.png</center>-->
  
5) The '''Legend''' is clearly placed inside the '''graph area''' on all pages.
+
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.
  
6) 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===
  
==Free-Floating==
+
The '''Free-floating''' option provide ultimate flexibility but can cause 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. 
  
1) The '''Free-floating''' option provide ultimate flexibility but can cause inconsistent results with '''multi-page''' outputs. 
+
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:
 
+
2) As mentioned above, this option is '''without any docking or anchoring''' at all and depends on where you place the '''Legend''' manually. 
+
 
+
3) 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:
+
  
 
<center>[[File:P70-15_2_1-70-(6)-10102019.png]]</center>
 
<center>[[File:P70-15_2_1-70-(6)-10102019.png]]</center>
<center>P70-15_2_1-70-(6)-10102019.png</center>
+
<!--<center>P70-15_2_1-70-(6)-10102019.png</center>-->
  
4) In the chart above, we’ve manually placed the '''Legend''' where you see it - not totally outside the '''graph area''' and not totally inside the '''graph area'''.
+
In the chart above, we’ve manually placed the '''Legend''' where you see it - not totally outside the '''graph area''' and not totally inside the '''graph area'''.   When we change the pagination from 1 by 1 to 2 by 2 we get the following result:
 
+
5) When we change the pagination from 1 by 1 to 2 by 2 we get the following result:
+
  
 
<center>[[File:P70-15_2_1-70-(7)-10102019.png]]</center>
 
<center>[[File:P70-15_2_1-70-(7)-10102019.png]]</center>
<center>P70-15_2_1-70-(7)-10102019.png</center>
+
<!--<center>P70-15_2_1-70-(7)-10102019.png</center>-->
  
6) '''Notice''' how the '''Legend''' moves around from page to page.   
+
'''Notice''' how the '''Legend''' moves around from page to page.  It doesn’t remain where we intended 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.  Considering page 1 above, the '''Legend’s''' center is on the page break that defines the right edge of page 1. 
  
7) It doesn’t remain where we intended except on page 2 above.
+
But OnePager doesn’t want to put the '''Legend''' off of page 1, so it puts the '''Legend''' as shown in page 1 above.  
  
8) 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.  
+
Page 4 shows a similar hugging of the top '''graph area''' boundary and page 3 shows hugging the top of the '''graph area''' and right edges of the page.  Since, in this example, we wanted to place the '''Legend''' in a location centered between the right edge of the chart and the right edge of the '''document area''', but the output with the '''Free-floating''' option does not preserve this intent.  To accomplish this we need to turn on the '''Anchored to page''' option presented next.
  
: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.
+
===Anchor to Page===
  
:b) Page 4 shows a similar hugging of the top '''graph area''' boundary and page 3 shows hugging the top of the '''graph area''' and right edges of the page.
+
The '''Anchored to page''' option, when compared to the '''Free-floating''' option discussed above, provides better results in the '''multi-page''' presentations because the '''anchoring''' forces the '''Legend's''' center to maintain the '''same displacement''' from a reference location on '''every page.'''  Using the information from the eight (8) compass points, allows OnePager to replace the '''Legend's right edge hugging''' by a more sensible spacing from each page’s edges.
  
9) Since, in this example, we wanted to place the '''Legend''' in a location centered between the right edge of the chart and the right edge of the '''document area''', but the output with the '''Free-floating''' option does not preserve this intent.
+
We 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 (8) predefined positions and still maintain page-to-page consistency, using the '''Anchored to page''' option is the solution.  '''Anchoring''' is a much more flexible way to '''position''' the '''Legend''' at a consistent location on the page.
  
10) To accomplish this we need to turn on the '''Anchored to page''' option presented next.
+
===Example===
  
==Anchor to Page==
+
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.  The resulting chart look like this:
 
+
1) The '''Anchored to page''' option, when compared to the '''Free-floating''' option discussed above, provides better results in the '''multi-page''' presentations because the '''anchoring''' forces the '''Legend's''' 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 '''Legend's right edge hugging''' by a more sensible spacing from each page’s edges.
+
 
+
3) We can also achieve consistent positioning by using the '''Docked to page''' option. 
+
 
+
4) 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. 
+
 
+
5) '''Anchoring''' is a much more flexible way to '''position''' the '''Legend''' at a consistent location on the page.
+
 
+
6) 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.   
+
 
+
7) The resulting chart look like this:
+
  
 
<center>[[File:P70-15_2_1-70-(8)-10102019.png]]</center>
 
<center>[[File:P70-15_2_1-70-(8)-10102019.png]]</center>
<center>P70-15_2_1-70-(8)-10102019.png</center>
+
<!--<center>P70-15_2_1-70-(8)-10102019.png</center>-->
  
8) 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:
+
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:
  
 
<center>[[File:P70-15_2_1-70-(9)-10102019.png]]</center>
 
<center>[[File:P70-15_2_1-70-(9)-10102019.png]]</center>
<center>P70-15_2_1-70-(9)-10102019.png</center>
+
<!--<center>P70-15_2_1-70-(9)-10102019.png</center>-->
 
+
9) Above we see that all four pages of the document have the '''Legend''' positioned consistently in the same relative position. 
+
 
+
10) Subsequent '''re-positioning''' of the '''Legend''' in the '''Normal''' or '''Page Break''' view modes correspondingly '''re-positions''' the '''Legend''' on each of the '''multiple pages'''.
+
 
+
11) Finally, it is important to '''note''' that '''anchoring''' achieves page-to-page consistency for '''non-in-the-margin''' locations too. 
+
  
12) 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.   
+
Above we see that all four pages of the document have the '''Legend''' positioned consistently in the same relative position.  Subsequent '''re-positioning''' of the '''Legend''' in the '''Normal''' or '''Page Break''' view modes correspondingly '''re-positions''' the '''Legend''' on each of the '''multiple pages'''.  Finally, it is important to '''note''' that '''anchoring''' achieves page-to-page consistency for '''non-in-the-margin''' locations too.   
  
13) In practical terms, '''in-the-margin''' locations for the '''Legend''' are the safe bet for consistent '''Legend''' positioning in '''multi-page''' outputs.
+
However, being in a page consistent location on each page is no guarantee that the '''Legend''' does not obscure some task shapes and milestone shapes or '''text labels''' on some of the pages.  In practical terms, '''in-the-margin''' locations for the '''Legend''' are the safe bet for consistent '''Legend''' positioning in '''multi-page''' outputs.
  
 
==Related Links==
 
==Related Links==
  
[[Creating Multi-Page Charts with Version 7.0 (Portal) | Creating Multi-Page Charts (Portal)]] 8.6.1-70
+
[[Creating Multi-Page Charts with Version 7.0 (Portal) | Creating Multi-Page Charts (Portal)]] <!--8.6.1-70-->
  
[[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
+
[[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-->
  
[[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-70
+
[[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
  
[[Legend Tab for Version 7.0 (OnePager Pro) | Legend Tab for OnePager Pro]] 21.7.1-70
+
[[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
+
[[Legend Tab for Version 7.0 (OnePager Express) | Legend Tab for OnePager Express]] <!--21.7.2-70-->
  
[[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]]24.0.1-70
+
[[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70-->
  
[[Glossary of Terms for Version 7.0 | Glossary of Terms]] 28.0.1-70
+
[[Glossary of Terms for Version 7.0 | Glossary of Terms]] <!--28.0.1-70-->
  
 
(15.2.1-70)
 
(15.2.1-70)

Latest revision as of 20:27, 25 January 2021

About Legend Positioning

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

The graph area is the rectangle that contains all the task bars and milestone symbols, excluding text columns and swimlane labels, time axis annotations, margins, headers, footers, and the chart title.

The document area is the entirety of the OnePager document with a specified page width and height and contains the graph area.

To better explain the Legend positioning options, the illustration below shows how subdivisions of a page in a OnePager chart is defined:

P70-28 0 1-70-(1)-12032020.png

The concepts for Legend docking applies to both single and multi-page charts. The concepts for Legend anchoring applies only to multi-page charts.

For more information on multi-page output, please see the article at: Creating Multi-Page Charts (Portal)

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

Additional Legend Positioning Considerations

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

There are four (4) 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

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

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 (8) berths around the island correspond to the predetermined positions associated with the graph area. The diagram below is a picture of the harbor with the island with their available berths:

P70-15 2 1-70-(1)-12112020.png

Now, thinking of the Legend as the boat and each of the four (4) berthing options as the OnePager Legend positioning options, we can carry the analogy a bit further:

1) Docked to page – Think of this as the boat in a harbor and assigned to one of eight (8) berths along the harbor’s perimeter where the boat is fixed tightly to the berth.
2) Docked to graph – In a similar way, think of this as the boat assigned to one of eight (8) berths around the island and fixed to the berth without any slack in the tie up lines.
3) 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.
4) Anchored to page – Here, think of our boat in the harbor but not tied up tightly to any one of the eight (8) 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.

Using this analogy, what does the OnePager chart look like as a single page document and as a multi-page document using the four (4) options described above?

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

Dock to Page

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-(2-1)-12112020.png

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. 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

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. The legend itself does not change dimensions.

Dock to Graph

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:

P70-15 2 1-70-(4)-10102019.png

As shown above, the Legend is clearly docked in the upper right hand corner in the graph area. 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 unchanged. When we do this the Docked to graph presents a set of pages that looks as follows:

P70-15 2 1-70-(5)-10102019.png

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

The Free-floating option provide ultimate flexibility but can cause 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.

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:

P70-15 2 1-70-(6)-10102019.png

In the chart above, we’ve manually placed the Legend where you see it - not totally outside the graph area and not totally inside the graph area. When we change the pagination from 1 by 1 to 2 by 2 we get the following result:

P70-15 2 1-70-(7)-10102019.png

Notice how the Legend moves around from page to page. It doesn’t remain where we intended 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. 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.

Page 4 shows a similar hugging of the top graph area boundary and page 3 shows hugging the top of the graph area and right edges of the page. Since, in this example, we wanted to place the Legend in a location centered between the right edge of the chart and the right edge of the document area, but the output with the Free-floating option does not preserve this intent. To accomplish this we need to turn on the Anchored to page option presented next.

Anchor to Page

The Anchored to page option, when compared to the Free-floating option discussed above, provides better results in the multi-page presentations because the anchoring forces the Legend's center to maintain the same displacement from a reference location on every page. Using the information from the eight (8) compass points, allows OnePager to replace the Legend's right edge hugging by a more sensible spacing from each page’s edges.

We 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 (8) predefined positions and still maintain page-to-page consistency, using the Anchored to page option is the solution. Anchoring is a much more flexible way to position the Legend at a consistent location on the page.

Example

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. The resulting chart look like this:

P70-15 2 1-70-(8)-10102019.png

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:

P70-15 2 1-70-(9)-10102019.png

Above we see that all four pages of the document have the Legend positioned consistently in the same relative position. Subsequent re-positioning of the Legend in the Normal or Page Break view modes correspondingly re-positions the Legend on each of the multiple pages. Finally, it is important to note that anchoring achieves page-to-page consistency for non-in-the-margin locations too.

However, being in a page consistent location on each page is no guarantee that the Legend does not obscure some task shapes and milestone shapes or text labels on some of the pages. In practical terms, in-the-margin locations for the Legend are the safe bet for consistent Legend positioning in multi-page outputs.

Related Links

Creating Multi-Page Charts (Portal)

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

Editing with the Chart Properties form (Portal)

Legend Tab for OnePager Pro

Legend Tab for OnePager Express

Managing Templates (Portal)

Glossary of Terms

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