Difference between revisions of "Opening an EXISTING Chart - OnePager Express Desktop for Version 7.0"

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(Created page with "==Overview== 1) Once charts are created, they can be re-opened from the '''OnePager Express Start''' form either by launching OnePager from the '''desktop''' icon and opening...")
 
 
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==Overview==
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==Overview Flow Chart==
  
1) Once charts are created, they can be re-opened from the '''OnePager Express Start''' form either by launching OnePager from the '''desktop''' icon and opening the desired project view or by double-clicking on a '''.TAM'''.  
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Once the charts are created, they can be '''re-opened''' from the '''OnePager Express Start''' form either by launching OnePager from the '''desktop icon''' and '''opening''' the desired chart or by double-clicking on a '''.TAM'''. The purpose of this scenario is to retrieve a chart for inclusion in another presentation or to further '''edit''' the chart. Using this methodology will not import new or old data from Microsoft Excel. The steps to open and EXISTING chart are shown in the steps below:
  
2) The purpose of this scenario is to retrieve a project view for inclusion in another presentation or to further '''edit''' the project view.
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<center>[[File:X70-7_6_2-70-(1)-08082019.png]]</center>
 
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<!--<center>X70-7_6_2-70-(1)-08082019.png</center>-->
3) Using this methodology may or may not import new or old data from Microsoft Excel.
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4) The steps to open and EXISTING project view are shown in the steps below:
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<center>[[File:X60-7_6_2-53-(1)-09162016.png]]</center>
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==Procedures==
 
==Procedures==
  
1) Launch OnePager Express from the ''desktop'' icon or by double-clicking the desired '''.TAM''' file.
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Launch OnePager Express from the '''desktop icon''' or by double-clicking the desired '''.TAM''' file. The OnePager splash page appears briefly followed by the OnePager '''Chart Editor''' form displaying the '''OnePager Express Start''' form.  Click the '''OPEN''' button on the OnePager choices ('''OPC''') form. OnePager displays a list of recently-used charts and the word '''BROWSE FILES…'''  If you click '''BROWSE FILES…''', you access a Windows '''Open''' form where you can select a chart to open.
 
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2) The OnePager splash page appears briefly followed by the OnePager '''Project View Editor''' ('''PVE''') form displaying the '''OnePager Express Start''' form.  Click the '''OPEN''' button on the OnePager choices ('''OPC''') form. OnePager displays a list of recently-used project views and the word '''BROWSE FILES…'''  If you click '''BROWSE FILES…''', you access a Windows '''Open''' form where you can select a project view to open.
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<center>[[File:X60-7_6_1-53-(2)-09162016.png]]</center>
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3) Selecting a project view to open tells OnePager to retrieve and display it. '''Source plan''' data may or may not be imported from the selected Microsoft Excel '''source plan'''.
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4) Once the project view is displayed and available, you can '''edit''', save, and copy the project view to a Microsoft PowerPoint slide or elsewhere as described previously.
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<center>[[File:X70-7_6_1-70-(2)-08082019.png]]</center>
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<!--<center>X70-7_6_1-70-(2)-08082019.png</center>-->
  
5) Once a project view with multiple snapshots is opened, you can switch between snapshots. There are two methods to do this.
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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.
  
:a) The first is to use the '''forward/back''' arrows on the '''View''' tab to move between snapshot dates.  
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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.  
  
:b) The second method is to click the '''List All''' button '''View''' tab which displays a list of all available snapshot dates for the project view as shown below:
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: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:X60-7_6_1-60-(3)-01302017.png]]</center>
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<center>[[File:X70-7_6_1-70-(3)-08082019.png]]</center>
<center>X60-7_6_1-60-(3)-01302017.png</center>
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<!--<center>X70-7_6_1-70-(3)-08082019.png</center>-->
  
6) In addition to '''editing''' the opened project view and switching between snapshots you can also use the '''Data''' tab on the ribbon to replace snapshots, add snapshots, and perform custom updates. The '''Data''' tab on the ribbon appears as shown below:
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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:X53-7_6_1-53-(4)-11272015.png]]</center>
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<center>[[File:X70-7_6_1-70-(4)-08082019.png]]</center>
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<!--<center>X70-7_6_1-70-(4)-08082019.png</center>-->
  
 
==Related Links==
 
==Related Links==
  
[[Creating a NEW Chart via Pull Operation - OnePager Pro for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Pro]] 7.13.1-70
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[[Creating a NEW Chart via Pull Operation - OnePager Pro for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Pro]] <!--7.13.1-70-->
  
[[Creating a NEW Chart via Pull Operation - OnePager Express  for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Express]] 7.13.2-70
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[[Creating a NEW Chart via Pull Operation - OnePager Express  for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Express]] <!--7.13.2-70-->
  
[[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] 7.14.1-70
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[[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-70-->
  
[[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Express]] 7.14.2-70
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[[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Express]] <!--7.14.2-70-->
  
[[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]] 7.15.1-70
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[[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]] <!--7.15.1-70-->
  
[[ADDING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Express]] 7.15.2-70
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[[ADDING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Express]] <!--7.15.2-70-->
  
[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]] 7.16.1-70
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[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | 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 for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]] 7.16.2-70
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[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 7.0 | 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 for Version 7.0 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] 7.17.1-70
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[[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.0 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] <!--7.17.1-70-->
  
 
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Latest revision as of 21:46, 11 January 2021

Overview Flow Chart

Once the charts are created, they can be re-opened from the OnePager Express Start form either by launching OnePager from the desktop icon and opening the desired chart or by double-clicking on a .TAM. The purpose of this scenario is to retrieve a chart for inclusion in another presentation or to further edit the chart. Using this methodology will not import new or old data from Microsoft Excel. The steps to open and EXISTING chart are shown in the steps below:

X70-7 6 2-70-(1)-08082019.png

Procedures

Launch OnePager Express from the desktop icon or by double-clicking the desired .TAM file. The OnePager splash page appears briefly followed by the OnePager Chart Editor form displaying the OnePager Express Start form. Click the OPEN button on the OnePager choices (OPC) form. OnePager displays a list of recently-used charts and the word BROWSE FILES… If you click BROWSE FILES…, you access a Windows Open form where you can select a chart to open.

X70-7 6 1-70-(2)-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:
X70-7 6 1-70-(3)-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:

X70-7 6 1-70-(4)-08082019.png

Related Links

Creating a NEW Chart via Pull Operation - OnePager Pro

Creating a NEW Chart via Pull Operation - OnePager Express

REPLACING a Snapshot via Pull Operation - OnePager Pro

REPLACING a Snapshot via Pull Operation - OnePager Express

ADDING a Snapshot via Pull Operation - OnePager Pro

ADDING a Snapshot via Pull Operation - OnePager Express

Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro

Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express

Using the OnePager "Data" Tab's "Selected file(s)" Button

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