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

From OnePager Documentation
Jump to: navigation, search
(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...")
 
Line 1: Line 1:
 
==Overview==
 
==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 the desired project view or by double-clicking on a '''.TAM'''.  
+
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 chart or by double-clicking on a '''.TAM'''.  
  
2) The purpose of this scenario is to retrieve a project view for inclusion in another presentation or to further '''edit''' the project view.  
+
2) The purpose of this scenario is to retrieve a chart for inclusion in another presentation or to further '''edit''' the chart.  
  
 
3) Using this methodology may or may not import new or old data from Microsoft Excel.  
 
3) Using this methodology may or may not import new or old data from Microsoft Excel.  
  
4) The steps to open and EXISTING project view are shown in the steps below:
+
4) The steps to open and EXISTING chart are shown in the steps below:
  
 
<center>[[File:X60-7_6_2-53-(1)-09162016.png]]</center>
 
<center>[[File:X60-7_6_2-53-(1)-09162016.png]]</center>
Line 15: Line 15:
 
1) Launch OnePager Express from the ''desktop'' icon or by double-clicking the desired '''.TAM''' file.
 
1) Launch OnePager Express from the ''desktop'' icon or by double-clicking the desired '''.TAM''' file.
  
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.
+
2) 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.
  
 
<center>[[File:X60-7_6_1-53-(2)-09162016.png]]</center>
 
<center>[[File:X60-7_6_1-53-(2)-09162016.png]]</center>
  
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'''.
+
3) Selecting a chart 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'''.
  
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.   
+
4) 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.   
  
5) Once a project view with multiple snapshots is opened, you can switch between snapshots. There are two methods to do this.
+
5) 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.  
 
:a) The first is to use the '''forward/back''' arrows on the '''View''' 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:
+
:b) The second method is to click the '''List All''' button '''View''' 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>
 
<center>[[File:X60-7_6_1-60-(3)-01302017.png]]</center>
 
<center>X60-7_6_1-60-(3)-01302017.png</center>
 
<center>X60-7_6_1-60-(3)-01302017.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:
+
6) In addition to '''editing''' the opened chart 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:
  
 
<center>[[File:X53-7_6_1-53-(4)-11272015.png]]</center>
 
<center>[[File:X53-7_6_1-53-(4)-11272015.png]]</center>

Revision as of 20:08, 22 February 2019

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 the desired chart or by double-clicking on a .TAM.

2) The purpose of this scenario is to retrieve a chart for inclusion in another presentation or to further edit the chart.

3) Using this methodology may or may not import new or old data from Microsoft Excel.

4) The steps to open and EXISTING chart are shown in the steps below:

X60-7 6 2-53-(1)-09162016.png

Procedures

1) Launch OnePager Express from the desktop icon or by double-clicking the desired .TAM file.

2) 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.

X60-7 6 1-53-(2)-09162016.png

3) Selecting a chart 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.

4) 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.

5) 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.
b) The second method is to click the List All button View tab which displays a list of all available snapshot dates for the chart as shown below:
X60-7 6 1-60-(3)-01302017.png
X60-7_6_1-60-(3)-01302017.png

6) In addition to editing the opened chart 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:

X53-7 6 1-53-(4)-11272015.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

(7.6.2-70)