Re-Ordering Time Axis Levels for OnePager Pro for Version 7.0

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Overview

1) The Time Axis Upgrade incorporates into OnePager Pro a Time Axis Re-Ordering capability so you can more easily manage the displayed order of the three Time Axis Levels.

2) The following example illustrates this:

a) Given the chart below where the Top, Middle, and Bottom Time Axis Levels in Year, Quarter, and Month are ordered from top to bottom, you can exchange the Middle Level with the Top Level by clicking the up arrow in the Re-Order Levels control group in the Chart Properties form shown below:
P61-0 4 1 9-61-(5)-05082018.png
<P61-0_4_1_9-61-(5)-05082018.png>
b) When you click the Apply or OK button in the Chart Properties form the Top and Middle Levels are exchanged as shown here:
P61-0 4 1 9-61-(5A)-06042018.png
<P61-0_4_1_9-61-(5A)-06042018.png>

3) This is a useful shortcut when you want to make the exchange quickly without going through the process of manually accessing each Time Axis Levels involved and manually changing the Tic unit and Label format setting in each Time Axis Level participating in the exchange.

Re-Ordering Time Axis Levels

Top and Bottom Time Axis Displays in the chart

1) The chart can display Time Axis Levels at either the top, bottom, or in both positions in the chart. This is controlled in the Chart Properties form at the Time Axis tab’s Calendar sub-tab in the Formatting & Layout control group as shown below:

P61-22 3 5-61-(00)-09192018.png
<P61-22_3_5-61-(00)-09192018.png>

2) Identical controls for Time Axis Location are provided in the Template form Time Axis tab Calendar sub-tab.

3) If the Time Axis is being located at both the top and bottom of the chart, OnePager Pro performs the exchange automatically for both Time Axis displays.

a) As an example, the chart below locates the Time Axis at both the Top and Bottom of the chart:
P61-22 3 5-61-(1)-09192018.png
<P61-22_3_5-61-(1)-09192018.png>
b) If we use the Re-Order Levels control group in the Chart Properties form Time Axis tab’s Top Level sub-tab to exchange the Top Level with the Middle Level, the two Time Axis displays in the chart above look like this:
P61-22 3 5-61-(2)-09192018.png
<P61-22_3_5-61-(2)-09192018.png>
c) Comparing the two illustrations above it is shown that the Year and Quarter Time Axis Tic Units in their respective Time Axis Levels are exchanged.

Floating Time Axis Displays and Re-Ordering

4) If Floating Time Axes are located within the chart and the Floating Time Axis Levels are consistent with the Time Axis Level exchange being performed, OnePager Pro makes appropriate exchanges for the Floating Time Axes as well.

a) Using the example above, three Floating Time Axes can be easily added to the original chart display. For illustrative purposes the Floating Time Axes added to the chart are in Top Level to Bottom Level order although the Floating Time Axis order in the chart is immaterial to the example. The sample chart looks like this:
P61-22 3 5-61-(3)-09192018.png
<P61-22_3_5-61-(3)-09192018.png>
b) If we use the Re-Order Levels control group in the Chart Properties form Time Axis tab’s Top Level sub-tab to again exchange the Top Level with the Middle Level, the two Time Axis displays in the chart above with the Floating Time Axes look like this:
P61-22 3 5-61-(4)-09192018.png
<P61-22_3_5-61-(4)-09192018.png>
c) Comparing the pair of illustrations above with the Floating Time Axes, it is shown that the Year and Quarter Time Axis Tic Units in their respective Time Axis Levels and Floating Time Axis Levels are exchanged.
d) For more information on the Floating Time Axis, please see the article at: The Floating Time Axis Feature for OnePager Pro. 22.3.9-70

5) Where the Floating Time Axes located in the chart do not correspond exactly to those Time Axis Levels located in the Top and/or Bottom Time Axis locations, OnePager Pro performs the Time Axis Level exchange if the Floating Time Axis has at least one of the corresponding Time Axis Levels as illustrated below:

a) Suppose the Time Axes and Floating Time Axes are configured and located as shown below where the Floating Time Axes consist only of Quarters and Months:
P61-22 3 5-61-(7)-09192018.png
<P61-22_3_5-61-(7)-09192018.png>
b) Performing the Time Axis Level re-ordering used in the previous examples (i.e., Exchanging the Top Time Axis Level with the Middle Time Axis Level), produces this result in the chart:
P61-22 3 5-61-(8)-09192018.png
<P61-22_3_5-61-(8)-09192018.png>
c) The result above is that the Floating Time Axis Top Level is exchanged with the Floating Time Axis Middle Level as expected. However, since only the Middle and Bottom Floating Time Axes were inserted into the chart, the exchange only shows the Year replacing the Quarters in the Floating Time Axis location.
d) Since there can be several single or sets of Floating Time Axes located in the chart, exchanges of Levels are consistent depending on the Levels incorporated into the displayed Floating Time Axes.
e) For more information on the Floating Time Axis, please see the article at: The Floating Time Axis Feature for OnePager Pro. 22.3.9-70

Other Related Features

Re-Ordering Time Axis Levels in the Template Form

1) The Re-Order Levels control group shown in the Chart Properties form examples above is also available in the Template form at the Time Axis tab’s Top, Middle, and Bottom Time Axis Levels:

P61-22 3 5-61-(5)-09192018.png
<P61-22_3_5-61-(5)-09192018.png>
a) Making exchanges in the Template form applies these exchanges to any Chart Properties and chart created with the modified Template form.
b) It is important to remember when making edits to the Template form that the form must be saved before it can be used successfully to create a chart and/or snapshots with the Template form’s edits applied.
c) For more information on the Template form, please see the article at: Managing Templates (Portal). 24.0.1-70

Re-Ordering Time Axis Levels in Chart Properties Forms Converted into Template Forms

2) Conversely, if any Chart Properties form with exchanged Time Axis Levels is made into a Template form and saved, subsequent use of the saved Template form utilizes the exchanged Time Axis Levels in charts and snapshots produced under the modified Template form.

P61-22 3 5-61-(6)-09192018.png
<P61-22_3_5-61-(6)-09192018.png>

3) Please see the discussion at the following link: Managing the Current Template - Making a Template from a Chart. 24.6.1-70

Related Links

The Floating Time Axis Feature for OnePager Pro 22.3.9-70

Managing Templates (Portal) 24.0.1-70

Managing the Current Template 24.6.1-70

(22.3.5-70)