Difference between revisions of "Managing the Legend in the Chart for Version 7.0"

Revision as of 14:23, 9 October 2019

About the Legend

1) The ability to use the color dimension in the chart to reflect differences between task/milestone shapes is one of the most significant features of OnePager.

2) The Legend is the displayed component that communicates the meaning of each color with respect to tasks and milestone shapes in the chart to your audience.

3) Accordingly, OnePager provides you with total control over the color dimension in your OnePager charts and snapshots through a control structure that begins when the chart is first created and throughout your project and needs change.

4) The chart's "legend can be shown or hidden in the chart as your needs dictate, but a certain amount of thought about the color dimension is recommended before creating your first chart from you Microsoft Project or Excel source plan.

Setting the Color Dimension

5) When you are first creating a chart your first opportunity to address the color dimension is when you select the Microsoft Project or Excel field that is to be used to create task/milestone shape colors in the chart.

a) This first opportunity is presented in the OnePager choices form's second page as shown below:

1) Groups of tasks and milestones that share an entry in the legend can have their color and shape modified in one simple operation.

2) This is a fast way of changing several tasks or milestones at once and is an alternative to some of the other methods discussed elsewhere at Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-70

3) The following steps show you how to edit, re-position legend items, and reformat the legend:

Showing and Hiding the Legend

1) To hide/unhide the legend, follow the steps described below.

2) Go to the View tab, and locate the Legend checkbox. Uncheck the checkbox to hide the legend, as shown below:

3) To unhide the legend after hiding it, ensure that the Legend checkbox is checked.

Moving and Resizing the Legend

1) To move or resize the legend, follow the steps below.

2) Left clicking anywhere on the legend selects it, as shown below:

3) After selecting the legend, you can:

a) Drag the legend to any other location in the document area.

b) Use the grab boxes to stretch or shrink the legend to the desired size.

Showing and Hiding Individual Legend Items

1) In addition to hiding the entire legend, you can hide individual legend items. This is useful if the legend has duplicate entries and needs to be simplified.

2) To hide a legend item, right click the desired legend item, as shown below:

3) Uncheck the Show legend item checkbox.

4) Legend items can always be unhidden later. To do so, right click the legend (near the title) and select Unhide all items from the context menu:

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