Difference between revisions of "Re-Ordering Time Axis Levels for OnePager Express for Version 7.0"

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(Created page with "==Overview== 1) The '''Time Axis Upgrade''' incorporates into OnePager Express a '''Time Axis Re-Ordering '''capability so you can more easily manage the displayed order of t...")
 
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2) The following example illustrates this:
 
2) The following example illustrates this:
  
:a) Given the project view 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 '''Project-View Properties '''('''PVP''') form shown below:
+
: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:
  
 
<center>[[File:X61-22_3_6-61-(1)-11012018.png]]</center>
 
<center>[[File:X61-22_3_6-61-(1)-11012018.png]]</center>
 
<center>&lt;X61-22_3_6-61-(1)-11012018.png&gt;</center>
 
<center>&lt;X61-22_3_6-61-(1)-11012018.png&gt;</center>
  
:b) When you click the '''Apply''' or '''OK '''button in the '''PVP '''form the '''Top''' and '''Middle Levels '''are '''exchanged''' as shown here:
+
:b) When you click the '''Apply''' or '''OK '''button in the '''Chart Properties '''form the '''Top''' and '''Middle Levels '''are '''exchanged''' as shown here:
  
 
<center>[[File:X61-22_3_6-61-(2)-11012018.png]]</center>
 
<center>[[File:X61-22_3_6-61-(2)-11012018.png]]</center>
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==Re-Ordering Time Axis Levels ==
 
==Re-Ordering Time Axis Levels ==
  
===Top and Bottom Time Axis Displays in the Project View===
+
===Top and Bottom Time Axis Displays in the Chart===
  
1) The project view can display '''Time Axis Levels''' at either the '''top''', '''bottom, '''or in both positions in the project view.  This is controlled in the '''PVP '''form at the '''Time Axis '''tab’s '''Calendar '''sub-tab in the '''Formatting & Layout '''control group as shown below:
+
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:
  
 
<center>[[File:X61-22_3_6-61-(3)-11012018.png]]</center>
 
<center>[[File:X61-22_3_6-61-(3)-11012018.png]]</center>
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2) Identical controls for '''Time Axis Location''' are provided in the '''Template '''form '''Time Axis '''tab '''Calendar '''sub-tab.
 
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 project view, OnePager Express performs the '''exchange '''automatically for both '''Time Axis '''displays.
+
3) If the '''Time Axis '''is being '''located''' at both the '''top''' and '''bottom''' of the chart, OnePager Express performs the '''exchange '''automatically for both '''Time Axis '''displays.
  
:a) As an example, the project view below '''locates''' the '''Time Axis '''at both the '''Top '''and '''Bottom '''of the project view:
+
:a) As an example, the chart below '''locates''' the '''Time Axis '''at both the '''Top '''and '''Bottom '''of the chart:
  
 
<center>[[File:X61-22_3_6-61-(4)-11012018.png]]</center>
 
<center>[[File:X61-22_3_6-61-(4)-11012018.png]]</center>
 
<center>&lt;X61-22_3_6-61-(4)-11012018.png&gt;</center>
 
<center>&lt;X61-22_3_6-61-(4)-11012018.png&gt;</center>
  
:b) If we use the '''Re-Order Levels''' control group in the '''PVP '''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 project view above look like this''':'''
+
: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''':'''
  
 
<center>[[File:X61-22_3_6-61-(5)-11012018.png]]</center>
 
<center>[[File:X61-22_3_6-61-(5)-11012018.png]]</center>
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===Floating Time Axis Displays and Re-Ordering===
 
===Floating Time Axis Displays and Re-Ordering===
  
4) If '''Floating Time Axes '''are '''located''' within the project view and the '''Floating Time Axis Levels''' are consistent with the '''Time Axis Level exchange '''being performed, OnePager Express makes appropriate '''exchanges '''for the '''Floating Time Axes''' as well.
+
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 Express 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 project view display.  For illustrative purposes the '''Floating Time Axes '''added to the project view are in '''Top Level '''to '''Bottom Level '''order although the '''Floating Time Axis '''order in the project view is immaterial to the example.  The sample project view looks like this:
+
: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:
  
 
<center>[[File:X61-22_3_6-61-(6)-11012018.png]]</center>
 
<center>[[File:X61-22_3_6-61-(6)-11012018.png]]</center>
 
<center>&lt;X61-22_3_6-61-(6)-11012018.png&gt;</center>
 
<center>&lt;X61-22_3_6-61-(6)-11012018.png&gt;</center>
  
:b) If we use the '''Re-Order Levels''' control group in the '''PVP '''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 project view above with the '''Floating Time Axes '''look like this''':'''
+
: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''':'''
  
 
<center>[[File:X61-22_3_6-61-(7)-11012018.png]]</center>
 
<center>[[File:X61-22_3_6-61-(7)-11012018.png]]</center>
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:d) For more information on the '''Floating Time Axis''', please see the article at:  [[The Floating Time Axis Feature for OnePager Express for Version 7.0 | The Floating Time Axis Feature for OnePager Express]]. 22.3.10-70
 
:d) For more information on the '''Floating Time Axis''', please see the article at:  [[The Floating Time Axis Feature for OnePager Express for Version 7.0 | The Floating Time Axis Feature for OnePager Express]]. 22.3.10-70
  
5) Where the '''Floating Time Axes located''' in the project view do not correspond exactly to those '''Time Axis Levels located '''in the '''Top''' and/or''' Bottom Time Axis locations''', OnePager Express performs the '''Time Axis Level exchange''' if the '''Floating Time Axis '''has at least one of the corresponding '''Time Axis Levels''' as illustrated below:
+
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 Express 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:
 
: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:
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<center>&lt;X61-22_3_6-61-(8)-11012018.png&gt;</center>
 
<center>&lt;X61-22_3_6-61-(8)-11012018.png&gt;</center>
  
: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 project view:
+
: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:
  
 
<center>[[File:X61-22_3_6-61-(9)-11012018.png]]</center>
 
<center>[[File:X61-22_3_6-61-(9)-11012018.png]]</center>
 
<center>&lt;X61-22_3_6-61-(9)-11012018.png&gt;</center>
 
<center>&lt;X61-22_3_6-61-(9)-11012018.png&gt;</center>
  
: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 project view, the '''exchange''' only shows the Year replacing the Quarters in the '''Floating Time Axis location'''.
+
: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 project view, '''exchanges''' of '''Levels''' are consistent depending on the '''Levels''' incorporated into the displayed '''Floating Time Axes'''.
+
: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 Express for Version 7.0 | The Floating Time Axis Feature for OnePager Express]]. 22.3.10-70
 
:e) For more information on the '''Floating Time Axis''', please see the article at:  [[The Floating Time Axis Feature for OnePager Express for Version 7.0 | The Floating Time Axis Feature for OnePager Express]]. 22.3.10-70
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===Re-Ordering Time Axis Levels in the Template Form===
 
===Re-Ordering Time Axis Levels in the Template Form===
  
1) The '''Re-Order Levels''' control group shown in the '''PVP '''form examples above is also available in the '''Template '''form at the '''Time Axis '''tab’s '''Top''', '''Middle''', and '''Bottom Time Axis Levels''':   
+
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''':   
  
 
<center>[[File:X61-22_3_6-61-(10)-11012018.png]]</center>
 
<center>[[File:X61-22_3_6-61-(10)-11012018.png]]</center>
 
<center>&lt;X61-22_3_6-61-(10)-11012018.png&gt;</center>
 
<center>&lt;X61-22_3_6-61-(10)-11012018.png&gt;</center>
  
:a) Making '''exchanges''' in the '''Template '''form applies these '''exchanges''' to any '''PVP '''and project view created with the modified '''Template '''form.
+
: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 project view and/or snapshots with the '''Template '''form’s '''edits applied'''.
+
: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 for Version 7.0 (Portal) | Managing Templates (Portal)]]. 24.0.1-70
 
:c) For more information on the '''Template '''form, please see the article at:  [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]]. 24.0.1-70
  
===Re-Ordering Time Axis Levels in Project-View Properties Forms Converted into Template Forms===
+
===Re-Ordering Time Axis Levels in Chart Properties Forms Converted into Template Forms===
  
2) Conversely, if any '''PVP '''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 project views and snapshots produced under the modified '''Template '''form.
+
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.
  
 
<center>[[File:X61-22_3_6-61-(11)-11012018.png]]</center>
 
<center>[[File:X61-22_3_6-61-(11)-11012018.png]]</center>
 
<center>&lt;X61-22_3_6-61-(11)-11012018.png&gt;</center>
 
<center>&lt;X61-22_3_6-61-(11)-11012018.png&gt;</center>
  
3) Please see the discussion at the following link: [[Managing the Current Template for Version 7.0#Making a Template from a Project View | Managing the Current Template - Making a Template from a Project View]]. 24.6.1-70
+
3) Please see the discussion at the following link: [[Managing the Current Template for Version 7.0#Making a Template from a Chart | Managing the Current Template - Making a Template from a Chart]]. 24.6.1-70
  
 
==Related Links==
 
==Related Links==
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[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
 
[[Category:OnePager Express]]
 
[[Category:OnePager Express]]
[[Category:Editing a Project View]]
+
[[Category:Editing the Chart]]
 +
[[Category:Charts]]
 
[[Category:Time Axis]]
 
[[Category:Time Axis]]
 
[[Category:Time Axis Tab]]
 
[[Category:Time Axis Tab]]
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[[Category:Snapshots]]
 
[[Category:Snapshots]]
 
[[Category:Template]]
 
[[Category:Template]]
[[Category:Project-View Properties]]
+
[[Category:Chart Properties]]

Revision as of 17:56, 27 February 2019

Overview

1) The Time Axis Upgrade incorporates into OnePager Express 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:
X61-22 3 6-61-(1)-11012018.png
<X61-22_3_6-61-(1)-11012018.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:
X61-22 3 6-61-(2)-11012018.png
<X61-22_3_6-61-(2)-11012018.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:

X61-22 3 6-61-(3)-11012018.png
<X61-22_3_6-61-(3)-11012018.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 Express 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:
X61-22 3 6-61-(4)-11012018.png
<X61-22_3_6-61-(4)-11012018.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:
X61-22 3 6-61-(5)-11012018.png
<X61-22_3_6-61-(5)-11012018.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 Express 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:
X61-22 3 6-61-(6)-11012018.png
<X61-22_3_6-61-(6)-11012018.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:
X61-22 3 6-61-(7)-11012018.png
<X61-22_3_6-61-(7)-11012018.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 Express. 22.3.10-70

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 Express 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:
X61-22 3 6-61-(8)-11012018.png
<X61-22_3_6-61-(8)-11012018.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:
X61-22 3 6-61-(9)-11012018.png
<X61-22_3_6-61-(9)-11012018.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 Express. 22.3.10-70

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:

X61-22 3 6-61-(10)-11012018.png
<X61-22_3_6-61-(10)-11012018.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.

X61-22 3 6-61-(11)-11012018.png
<X61-22_3_6-61-(11)-11012018.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 Express 22.3.10-70

Managing Templates (Portal) 24.0.1-70

Managing the Current Template 24.6.1-70

(22.3.6-70)