Difference between revisions of "Opening an EXISTING Chart - OnePager Express Add-in for Version 7.0"
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==Overview== | ==Overview== | ||
| − | + | Once charts are created, they can be '''re-opened''' from the '''OnePager Express Start''' form. The purpose of this scenario is to retrieve a chart for inclusion in another presentation or to further '''edit''' the chart. Using this methodology does not import new or old data from Microsoft Excel. However, Microsoft Excel needs to be launched so that you can access the '''OnePager Express''' button. | |
| − | + | As an alternative you can double-click on the desired chart’s '''.TAM''' file to open an existing chart as described in the article at [[Opening an EXISTING Chart - OnePager Express Desktop for Version 7.0 | Opening an EXISTING Chart - OnePager Express Desktop]]. 7.6.2-70 | |
| − | + | The steps to open an EXISTING chart from within Microsoft Excel are shown in the steps below: | |
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<center>[[File:X70-7_6_1-70-(1)-08082019.png]]</center> | <center>[[File:X70-7_6_1-70-(1)-08082019.png]]</center> | ||
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==Procedures== | ==Procedures== | ||
| − | + | Launch Microsoft Excel. With Microsoft Excel running, launch OnePager and click the '''OPEN''' button on the '''OnePager Excel Start''' form. OnePager displays a list of recently-used charts and a '''BROWSE FILES…''' option. If you click '''BROWSE FILES…''', you access a Windows '''Open''' form where you can select a chart to open. | |
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<center>[[File:X70-7_6_1-70-(2)-08082019.png]]</center> | <center>[[File:X70-7_6_1-70-(2)-08082019.png]]</center> | ||
<center>X70-7_6_1-70-(2)-08082019.png</center> | <center>X70-7_6_1-70-(2)-08082019.png</center> | ||
| − | + | Selecting a chart to '''open''' tells OnePager to retrieve and display it. '''Source plan''' data will not be imported from the selected Microsoft Excel '''source plan'''. Once the chart is displayed and available, you can '''edit''', '''save''', and '''copy the chart''' to a Microsoft PowerPoint slide or elsewhere as described previously. Once a chart with multiple snapshots is opened, you can switch between snapshots. There are two methods to do this. | |
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| − | : | + | :1) The first is to use the '''forward/back''' arrows on the OnePager '''View''' ribbon tool bar tab to move between snapshot dates. |
| + | :2) The second method is to click the '''List All''' button on the OnePager '''View''' ribbon tool bar tab which displays a list of all available snapshot dates for the chart as shown below: | ||
<center>[[File:X70-7_6_1-70-(3)-08082019.png]]</center> | <center>[[File:X70-7_6_1-70-(3)-08082019.png]]</center> | ||
<center>X70-7_6_1-70-(3)-08082019.png</center> | <center>X70-7_6_1-70-(3)-08082019.png</center> | ||
| − | + | In addition to '''editing''' the opened chart and switching between snapshots you can also use the OnePager '''Data''' ribbon tool bar tab to '''replace snapshots''',''' add snapshots''', and '''perform custom updates'''. The '''Data''' ribbon tool bar tab appears as shown below: | |
<center>[[File:X70-7_6_1-70-(4)-08082019.png]]</center> | <center>[[File:X70-7_6_1-70-(4)-08082019.png]]</center> | ||
Revision as of 18:31, 30 December 2020
Overview
Once charts are created, they can be re-opened from the OnePager Express Start form. The purpose of this scenario is to retrieve a chart for inclusion in another presentation or to further edit the chart. Using this methodology does not import new or old data from Microsoft Excel. However, Microsoft Excel needs to be launched so that you can access the OnePager Express button.
As an alternative you can double-click on the desired chart’s .TAM file to open an existing chart as described in the article at Opening an EXISTING Chart - OnePager Express Desktop. 7.6.2-70
The steps to open an EXISTING chart from within Microsoft Excel are shown in the steps below:
-08082019.png)
Procedures
Launch Microsoft Excel. With Microsoft Excel running, launch OnePager and click the OPEN button on the OnePager Excel Start form. OnePager displays a list of recently-used charts and a BROWSE FILES… option. If you click BROWSE FILES…, you access a Windows Open form where you can select a chart to open.
-08082019.png)
Selecting a chart to open tells OnePager to retrieve and display it. Source plan data will not be imported from the selected Microsoft Excel source plan. Once the chart is displayed and available, you can edit, save, and copy the chart to a Microsoft PowerPoint slide or elsewhere as described previously. Once a chart with multiple snapshots is opened, you can switch between snapshots. There are two methods to do this.
- 1) The first is to use the forward/back arrows on the OnePager View ribbon tool bar tab to move between snapshot dates.
- 2) The second method is to click the List All button on the OnePager View ribbon tool bar tab which displays a list of all available snapshot dates for the chart as shown below:
-08082019.png)
In addition to editing the opened chart and switching between snapshots you can also use the OnePager Data ribbon tool bar tab to replace snapshots, add snapshots, and perform custom updates. The Data ribbon tool bar tab appears as shown below:
-08082019.png)
Related Links
Creating a NEW Chart via Pull Operation - OnePager Pro 7.13.1-70
Creating a NEW Chart via Pull Operation - OnePager Express 7.13.2-70
REPLACING a Snapshot via Pull Operation - OnePager Pro 7.14.1-70
REPLACING a Snapshot via Pull Operation - OnePager Express 7.14.2-70
ADDING a Snapshot via Pull Operation - OnePager Pro 7.15.1-70
ADDING a Snapshot via Pull Operation - OnePager Express 7.15.2-70
Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro 7.16.1-70
Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express 7.16.2-70
Using the OnePager "Data" Tab's "Selected file(s)" Button 7.17.1-70
(7.6.1-70)
