Difference between pages "Main Page" and "Conditional Formatting for Version 7.0 (Portal)"

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<center>[[File:Wiki-Logo-2016-250.png]]
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==About Conditional Formatting==
  
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'''Conditional formatting''' allows you to define a '''set of rules''' that alter the look of your chart as the data in your Microsoft Project '''source plan''' or Microsoft Excel '''source plan''' changes.
  
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It goes beyond the '''dynamic color-coding''' feature described in the article at: [[Task Bars Tab for Version 7.0 (OnePager Pro) | Task Bars Tab-OnePager Pro]].  <!--21.1.3.1-70-->
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The following elements can be defined by using '''conditional formatting''' rules:
  
=Welcome=
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:* '''Shape''' (task bar or milestone symbol)
Welcome to the OnePager Wiki. The purpose of this wiki is to provide a complete reference on the features, functions, and use of OnePager project reporting software. The search box above is the fastest way to find what you are looking for. However, you can also browse articles based on the version of OnePager you are running:
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:* '''Color'''
{| class="wikitable" style="font-size: 150%; font-size:150%;"
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:* '''Height'''
| [[OnePager Version 5.3]]
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:* '''Border'''
| [[OnePager Version 5.2]]
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:* '''Label Font'''
| [[OnePager Live]]
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| [[OnePager Version 6.0]]
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| [[OnePager Version 6.0 | OnePager Version 6.1]] <!--0.04-61-->
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|}
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=OnePager Pro vs. Express Editions=
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To go directly to the list of detailed articles for '''Conditional Formatting''' for OnePager Pro and Express, click here: [[Conditional Formatting for Version 7.0 (Portal)#Related Links | Conditional Formatting - Related Links]] <!--11.0.1-70-->
  
Since OnePager Pro ('''OPP''') operates a bit differently from OnePager Express ('''OPX'''), there are differences between the two editions with respect to:
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==Conditional Formatting Controls==
  
:a) Installing, Activating, and Deactivating
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You can define '''conditional formatting''' rules either before or after you create new chart. To create rules before you create a chart, use the '''Template Properties''' form by navigating to the '''Task Bars''' or '''Milestones''' tab and navigating to the '''Conditional Formatting''' control group as shown below in the OnePager Pro '''Template Properties''' form:
:b) Importing data from Microsoft Project vs. Excel
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:c) Getting Started
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<center>[[File:P70-11_0_1-(1)-06052020.png]]</center>
:d) Multi-Project reporting
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<!--<center>P70-11_0_1-(1)-06052020.png</center>-->
:e) Critical path reporting
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Clicking the '''Manage Rules...''' button in this control group accesses the  '''Conditional Formatting Rules''' form where you can '''add''', '''edit''', and '''delete conditional formatting rules'''.
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Detailed articles are provided to assist you with using the '''Conditional Formatting''' feature for both OnePager Pro and Express below: [[Conditional Formatting for Version 7.0 (Portal)#Related Links | Related Links]] <!--11.0.1-70-->
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The same '''Conditional Formatting''' control group is available in the OnePager Pro '''Chart Properties''' form as well as the '''Template''' form and '''Chart Properties''' form for OnePager Express.
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===Conditional Formatting Example===
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As an example, the following chart, used throughout this Wiki, is shown below with the application of '''Conditional Formatting''' rules to vary the shapes used for tasks to indicate the '''Resource Name''' associated with each task shape shown.
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<center>[[File:P70-11_0_1-(2)-06052020.png]]</center>
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<!--<center>P70-11_0_1-(2)-06052020.png</center>-->
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 +
To achieve this result in the chart, below is the simple set of '''Conditional Formatting Rules''' used:
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<center>[[File:P70-11_0_1-(3)-06052020.png]]</center>
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<!--<center>P70-11_0_1-(3)-06052020.png</center>-->
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==Related Links==
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<center>
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{| class="wikitable"
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| [[Conditional Formatting Overview for OnePager Pro for Version 7.0 | Conditional Formatting Overview-OnePager Pro]] <!--11.1.1-70-->
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| [[Conditional Formatting Overview for OnePager Express for Version 7.0 | Conditional Formatting Overview-OnePager Express]] <!--11.2.1-70-->
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|-
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| [[Adding Conditional Formatting Rules for OnePager Pro for Version 7.0 | Adding Conditional Formatting Rules-OnePager Pro]] <!--11.3.1-70-->
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| [[Adding  Conditional Formatting Rules for OnePager Express for Version 7.0 | Adding  Conditional Formatting Rules-OnePager Express]] <!--11.4.1-70-->
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|-
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| [[Conditional Formatting with Boolean Fields for OnePager Pro for Version 7.0 | Conditional Formatting with Boolean Fields for OnePager Pro]] <!--11.5.1-70-->
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| [[Conditional Formatting with Boolean Fields for OnePager Express for Version 7.0 | Conditional Formatting with Boolean Fields for OnePager Express]] <!--11.6.1-70-->
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|-
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| [[Managing Conditional Formatting Rules for OnePager Pro for Version 7.0 | Managing Conditional Formatting Rules for OnePager Pro]] <!--11.9.1-70-->
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| [[Managing Conditional Formatting Rules for OnePager Express for Version 7.0 | Managing Conditional Formatting Rules for OnePager Express]] <!--11.10.1-70-->
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|-
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| [[Conditional Formatting Rules and the Legend for OnePager Pro for Version 7.0 | Conditional Formatting Rules and the Legend for OnePager Pro]] <!--11.11.1-70-->
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| [[Conditional Formatting Rules and the Legend for OnePager Express for Version 7.0 | Conditional Formatting Rules and the Legend for OnePager Express]] <!--11.12.1-70-->
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|-
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| [[Conditional Formatting Rules and the Template for OnePager Pro for Version 7.0 | Conditional Formatting Rules and the Template for OnePager Pro]] <!--11.13.1-70-->
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| [[Conditional Formatting Rules and the Template for OnePager Express for Version 7.0 | Conditional Formatting Rules and the Template for OnePager Express]] <!--11.14.1-70-->
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|-
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| [[Conditional Formatting Actions for OnePager Pro for Version 7.0 | Summary of Conditional Formatting Actions-OnePager Pro]] <!--11.7.1-70-->
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| [[Conditional Formatting Actions for OnePager Express for Version 7.0 | Summary of Conditional Formatting Actions-OnePager Express]] <!--11.8.1-70-->
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|}
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</center>
  
As a convenience to you, where there are differences between '''OPP''' and '''OPX''', we’ve included edition-specific documentation to avoid confusion.
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==Other Resources==
  
<!--
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[https://www.onepager.com/support/video_tutorials/conditional_formatting.html Conditional Formatting Tutorial Video]
  
=OnePager Live=
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[https://www.onepager.com/community/blog/display-certainty-in-your-plan-by-using-conditional-formatting/ Blog-Display Certainty in Your Plan by Using Conditional Formatting]
  
'''OnePager Live''' is a new product from Chronicle Graphics, Inc. currently under development. -->
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[https://www.onepager.com/community/blog/using-microsoft-project-flag-fields-with-onepager-pros-conditional-formatting-rules/ Using Microsoft Project Flag Fields with OnePager Pro's Conditional Formatting Rules]
  
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[[Category:Version 7.0]]
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[[Category:Charts]]
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[[Category:Conditional Formatting]]
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[[Category:Templates]]
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[[Category:Chart Properties Form]]
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[[Category:Editing the Chart]]
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[[Category:Task/Milestone Editing]]
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[[Category:Labels]]
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[[Category:Color Palettes]]
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[[Category:Row/Swimlane Borders]]
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[[Category:Mavericks]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Express]]
 
[[Category:OnePager Express]]
[[Category:Version 5.2]]
 
[[Category:Version 5.3]]
 
[[Category:OnePager Live]]
 

Latest revision as of 16:39, 26 January 2021

About Conditional Formatting

Conditional formatting allows you to define a set of rules that alter the look of your chart as the data in your Microsoft Project source plan or Microsoft Excel source plan changes.

It goes beyond the dynamic color-coding feature described in the article at: Task Bars Tab-OnePager Pro.

The following elements can be defined by using conditional formatting rules:

  • Shape (task bar or milestone symbol)
  • Color
  • Height
  • Border
  • Label Font

To go directly to the list of detailed articles for Conditional Formatting for OnePager Pro and Express, click here: Conditional Formatting - Related Links

Conditional Formatting Controls

You can define conditional formatting rules either before or after you create new chart. To create rules before you create a chart, use the Template Properties form by navigating to the Task Bars or Milestones tab and navigating to the Conditional Formatting control group as shown below in the OnePager Pro Template Properties form:

P70-11 0 1-(1)-06052020.png

Clicking the Manage Rules... button in this control group accesses the Conditional Formatting Rules form where you can add, edit, and delete conditional formatting rules.

Detailed articles are provided to assist you with using the Conditional Formatting feature for both OnePager Pro and Express below: Related Links

The same Conditional Formatting control group is available in the OnePager Pro Chart Properties form as well as the Template form and Chart Properties form for OnePager Express.

Conditional Formatting Example

As an example, the following chart, used throughout this Wiki, is shown below with the application of Conditional Formatting rules to vary the shapes used for tasks to indicate the Resource Name associated with each task shape shown.

P70-11 0 1-(2)-06052020.png

To achieve this result in the chart, below is the simple set of Conditional Formatting Rules used:

P70-11 0 1-(3)-06052020.png

Related Links

Conditional Formatting Overview-OnePager Pro Conditional Formatting Overview-OnePager Express
Adding Conditional Formatting Rules-OnePager Pro Adding Conditional Formatting Rules-OnePager Express
Conditional Formatting with Boolean Fields for OnePager Pro Conditional Formatting with Boolean Fields for OnePager Express
Managing Conditional Formatting Rules for OnePager Pro Managing Conditional Formatting Rules for OnePager Express
Conditional Formatting Rules and the Legend for OnePager Pro Conditional Formatting Rules and the Legend for OnePager Express
Conditional Formatting Rules and the Template for OnePager Pro Conditional Formatting Rules and the Template for OnePager Express
Summary of Conditional Formatting Actions-OnePager Pro Summary of Conditional Formatting Actions-OnePager Express

Other Resources

Conditional Formatting Tutorial Video

Blog-Display Certainty in Your Plan by Using Conditional Formatting

Using Microsoft Project Flag Fields with OnePager Pro's Conditional Formatting Rules

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